FREED-HARDEMAN UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREED-HARDEMAN UNIVERSITY (EIN 62-0518288)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-18
- IRS object ID
- 202221089349301402
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T09:49:23-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 275360847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSSLIN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 BEDFORD AVENUE SUITE 103 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620518288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED-HARDEMAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 7319896000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 E MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON BRASHIER | PersonNm |
| Person Title | CFO & VP FOR FINANCIAL SERVICES | PersonTitleTxt |
| Phone | 7319896000 | PhoneNum |
| Signature | 2022-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | BRASHIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D WARREN | PreparerPersonNm |
| PTIN | P00921930 | PTIN |
| Phone | 6153205500 | PhoneNum |
| Preparation | 2022-04-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON BRASHIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 E MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,197,689 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FHU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | FREED-HARDEMAN UNIVERSITY IS A PRIVATE SCHOOL ASSOCIATED WITH CHURCHES OF CHRIST WHICH EMPHASIZE PHYSICAL AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS TO PREPARE THEM FOR LIVES OF SERVICE TO THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1057 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $198,974 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,472,611 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,948,311 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,990,295 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,885,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,228,054 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,032,262 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,378 | PYOtherRevenueAmt |
| CY Other Revenue | $1,117,433 | CYOtherRevenueAmt |
| PY Total Revenue | $55,774,338 | PYTotalRevenueAmt |
| CY Total Revenue | $58,919,175 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,163,638 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,743,732 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,761,756 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,884,401 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $66,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,020,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,990,216 | PYOtherExpensesAmt |
| CY Other Expenses | $14,703,533 | CYOtherExpensesAmt |
| PY Total Expenses | $52,981,610 | PYTotalExpensesAmt |
| CY Total Expenses | $52,397,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,792,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,521,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,512,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,757,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,711,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,410,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,801,118 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,347,015 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FREED-HARDEMAN UNIVERSITY IS A PRIVATE SCHOOL ASSOCIATED WITH CHURCHES OF CHRIST WHICH EMPHASIZE PHYSICAL AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS TO PREPARE THEM FOR LIVES OF SERVICE TO THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,541,416 | ExpenseAmt |
| Grant | $17,743,732 | GrantAmt |
| Revenue | $42,030,574 | RevenueAmt |
| Desc | THE UNIVERSITY CONDUCTED CLASSES FOR APPROXIMATELY 2,100 STUDENTS AND GRADUATED APPROXIMATELY 450 DURING THE FISCAL YEAR. THE EXPENSES INCLUDED FACULTY SALARIES AND BENEFITS, AUXILIARY ENTERPRISES, STAFF, AND OPERATIONS AND MAINTENANCE TO SUPPORT THEM. | Desc |
| Total Program Service Expenses | $45,541,416 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1057 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY W INSELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7319896011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 E MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38340 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEVE BAGGETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE L BENNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY W BLOOMINGBURG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAYLA CALENDINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY CREWS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DEBERRY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DODD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY T DRYDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE ESTES | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS GUMM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF JENKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DALE E JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LATHAM | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T LAW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LEONARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BILL MORGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK NEWBY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN PATTERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT L PHARR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN B PRIDE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P SHACKELFORD III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNY TALKINGTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MYNONNE TATE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C VEIL JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED H WILLIAMS | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGG A WOODALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT ZONDERVAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R SHANNON | |||||||
| PRESIDENT | 40.00 | $182,339 | $0 | $15,652 | Yes (X) | ||
| JEFFREY LOYD | |||||||
| CEO & VP FOR FINANCE | 40.00 | $131,931 | $0 | $17,937 | Yes (X) | ||
| CHARLES VIRES | |||||||
| PROVOST AND VP FOR ACADEMICS | 40.00 | $124,062 | $0 | $18,297 | Yes (X) | ||
| DAVID CLOUSE | |||||||
| VP FOR ADVANCEMENT | 40.00 | $120,956 | $0 | $17,693 | Yes (X) | ||
| EDWARD SCOTT | |||||||
| VP FOR STUDENT SERVICES | 40.00 | $107,759 | $0 | $4,353 | Yes (X) | ||
| JASON BRASHIER | |||||||
| FACULTY | 40.00 | $124,511 | $0 | $17,173 | Yes (X) | ||
| LEANN DAVIS | |||||||
| FACULTY | 40.00 | $109,966 | $0 | $14,480 | Yes (X) | ||
| RYAN HYSMITH | |||||||
| FACULTY | 40.00 | $100,608 | $0 | $16,200 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,002,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,785 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| E&T CONTRACTING | |||||
| 3615 US HWY 45 N | HENDERSON | TN | 38340 | BUILDING CONTRACTOR | $1,275,996 |
| EAB | |||||
| PO BOX 603519 | CHARLOTTE | NC | 28260 | STUDENT SEARCH | $458,471 |
| BRAMBLETT GROUP | |||||
| 117 W MAIN ST | HENDERSON | TN | 38340 | PUBLIC RELATIONS CONSULTING | $350,000 |
| INSULATING ROOFING SYSTEMS | |||||
| 4190 LISA DR | TIPP CITY | OH | 45371 | ROOFING CONTRACTOR | $131,772 |
| KEPLER SPEAKERS | |||||
| 3030 CLARENDON BLVD 7TH FLOOR | ARLINGTON | VA | 22201 | SPEAKING BUREAU | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $918,459 | FundraisingAmt |
| Government Grants | $1,763,277 | GovernmentGrantsAmt |
| All Other Contributions | $13,266,575 | AllOtherContributionsAmt |
| Noncash Contributions | $2,600,346 | NoncashContributionsAmt |
| Total Contributions | $15,948,311 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPERATING REVENUE | 611310 | $35,982,290 | $35,982,290 |
| AUXILIARY ENTERPRISES | 611310 | $8,903,403 | $8,903,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,885,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,886 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,280 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,845 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $107,435 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,435 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $107,435 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,715,301 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,750,794 | SecuritiesAmt |
| Other | $6,213,655 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,964,507 | SecuritiesAmt |
| Other | -$6,213,655 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,249,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,249,148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,092,751 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $174,292 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $918,459 | TotalRevenueColumnAmt |
| Exclusion | $918,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $219,467 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $127,928 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,539 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $91,539 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,919,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,853,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $198,974 | UnrelatedBusinessRevenueAmt |
| Exclusion | $918,459 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,743,732 | TotalAmt |
| Program Services | $17,743,732 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,131 | TotalAmt |
| Program Services | $815,475 | ProgramServicesAmt |
| Management And General | $130,944 | ManagementAndGeneralAmt |
| Fundraising | $55,712 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,113,118 | TotalAmt |
| Program Services | $12,298,164 | ProgramServicesAmt |
| Management And General | $1,974,767 | ManagementAndGeneralAmt |
| Fundraising | $840,187 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,748 | TotalAmt |
| Program Services | $269,218 | ProgramServicesAmt |
| Management And General | $43,297 | ManagementAndGeneralAmt |
| Fundraising | $18,233 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367,972 | TotalAmt |
| Program Services | $1,764,987 | ProgramServicesAmt |
| Management And General | $466,608 | ManagementAndGeneralAmt |
| Fundraising | $136,377 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,432 | TotalAmt |
| Program Services | $915,565 | ProgramServicesAmt |
| Management And General | $96,365 | ManagementAndGeneralAmt |
| Fundraising | $58,502 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,202 | TotalAmt |
| Management And General | $75,202 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,789 | TotalAmt |
| Management And General | $64,789 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Fundraising | $66,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,103 | TotalAmt |
| Program Services | $689,369 | ProgramServicesAmt |
| Management And General | $5,734 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,547 | TotalAmt |
| Program Services | $48,277 | ProgramServicesAmt |
| Fundraising | $468,270 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,530 | TotalAmt |
| Management And General | $1,255,530 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,431 | TotalAmt |
| Program Services | $401,948 | ProgramServicesAmt |
| Management And General | $3,269 | ManagementAndGeneralAmt |
| Fundraising | $38,214 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,944 | TotalAmt |
| Program Services | $64,944 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,751 | TotalAmt |
| Program Services | $1,019,329 | ProgramServicesAmt |
| Management And General | $11,711 | ManagementAndGeneralAmt |
| Fundraising | $11,711 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,481 | TotalAmt |
| Program Services | $2,071,871 | ProgramServicesAmt |
| Management And General | $23,805 | ManagementAndGeneralAmt |
| Fundraising | $23,805 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,651 | TotalAmt |
| Program Services | $126,651 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATION & MAINTENANCE | $3,372,178 | $3,296,430 | $37,874 | $37,874 |
| SUPPLIES | $1,193,457 | $823,749 | $346,492 | $23,216 |
| DINING SERVICES | $1,046,838 | $1,040,358 | $6,480 | |
| TEMPORARY RESTRICTED EX | $828,682 | $828,682 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,949 | TotalAmt |
| Program Services | $1,322,667 | ProgramServicesAmt |
| Management And General | $292,779 | ManagementAndGeneralAmt |
| Fundraising | $242,503 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,397,666 | TotalAmt |
| Program Services | $45,541,416 | ProgramServicesAmt |
| Management And General | $4,835,646 | ManagementAndGeneralAmt |
| Fundraising | $2,020,604 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,010,436 | BOYAmt |
| EOY | $9,955,624 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,862 | BOYAmt |
| EOY | $2,025,122 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,010 | BOYAmt |
| EOY | $370,113 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,660 | BOYAmt |
| EOY | $181,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,127 | BOYAmt |
| EOY | $1,055,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $101,691,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,712,782 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,524,363 | BOYAmt |
| EOY | $63,978,238 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,939,656 | BOYAmt |
| EOY | $72,275,658 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,729,497 | BOYAmt |
| EOY | $17,200,748 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,926 | BOYAmt |
| EOY | $6,715,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,512,537 | BOYAmt |
| EOY | $173,757,054 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,563 | BOYAmt |
| EOY | $3,327,922 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,267 | BOYAmt |
| EOY | $201,169 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,736 | BOYAmt |
| EOY | $950,494 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,339,811 | BOYAmt |
| EOY | $29,019,536 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,454 | BOYAmt |
| EOY | $456,192 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,734,911 | BOYAmt |
| EOY | $3,734,911 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507,677 | BOYAmt |
| EOY | $1,719,815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,711,419 | BOYAmt |
| EOY | $39,410,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,287,826 | BOYAmt |
| EOY | $48,502,412 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,513,292 | BOYAmt |
| EOY | $85,844,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,801,118 | BOYAmt |
| EOY | $134,347,015 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,512,537 | BOYAmt |
| EOY | $173,757,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,521,509 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,144,409 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $879,979 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,170,262 | BeginningYearBalanceAmt |
| Contributions | $4,100,591 | ContributionsAmt |
| Investment Earnings Or Losses | $16,617,574 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,222,933 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$89,438 | OtherExpendituresAmt |
| Administrative Expenses | $391,991 | AdministrativeExpensesAmt |
| End Year Balance | $79,574,146 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,837,446 | BeginningYearBalanceAmt |
| Contributions | $4,347,985 | ContributionsAmt |
| Investment Earnings Or Losses | $815,403 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,122,538 | GrantsOrScholarshipsAmt |
| Other Expenditures | $379,736 | OtherExpendituresAmt |
| Administrative Expenses | $328,298 | AdministrativeExpensesAmt |
| End Year Balance | $61,170,262 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,859,525 | BeginningYearBalanceAmt |
| Contributions | $3,518,075 | ContributionsAmt |
| Investment Earnings Or Losses | $643,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,905,613 | GrantsOrScholarshipsAmt |
| Other Expenditures | $667,474 | OtherExpendituresAmt |
| Administrative Expenses | $610,959 | AdministrativeExpensesAmt |
| End Year Balance | $58,837,446 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,947,466 | BeginningYearBalanceAmt |
| Contributions | $5,055,336 | ContributionsAmt |
| Investment Earnings Or Losses | $3,769,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,991,312 | GrantsOrScholarshipsAmt |
| Other Expenditures | $327,500 | OtherExpendituresAmt |
| Administrative Expenses | $594,333 | AdministrativeExpensesAmt |
| End Year Balance | $57,859,525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,962,098 | BeginningYearBalanceAmt |
| Contributions | $3,530,832 | ContributionsAmt |
| Investment Earnings Or Losses | $4,270,512 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,876,795 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,000 | OtherExpendituresAmt |
| Administrative Expenses | $539,181 | AdministrativeExpensesAmt |
| End Year Balance | $51,947,466 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,062,601 | OtherCostOrOtherBasisAmt |
| Book Value | $3,062,601 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,588,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,231,573 | DepreciationAmt |
| Book Value | $56,357,291 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,164,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,774,580 | DepreciationAmt |
| Book Value | $2,389,776 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,415,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,359,309 | DepreciationAmt |
| Book Value | $2,055,998 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,459,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,347,320 | DepreciationAmt |
| Book Value | $112,572 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,978,238 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENT - LEVEL 2 | $8,016,358 | F |
| ALTERNATIVE INVESTMENT - LEVEL 3 | $1,825,450 | F |
| PRIVATE EQUITY FUND | $4,670,715 | F |
| LAND AND OTHER INVESTMENTS | $2,688,225 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,200,748 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER UNITRUST AGREEMENTS | $298,535 |
| ANNUITIES PAYABLE | $617,885 |
| INTEREST RATE SWAP | $803,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,719,815 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $74,083,336 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,144,409 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $879,979 | OtherRevenueAmt |
| Revenue Not Reported | $15,024,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,058,948 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$139,773 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$139,773 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,919,175 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,537,439 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $139,773 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $139,773 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,397,666 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,397,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SUPPORT OF STUDENT SCHOLARSHIPS AND OPERATING BUDGET ARE THE INTENDED USE OF THE ENDOWMENT FUNDS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST RATE SWAP AGREEMENT |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RENTAL EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RENTAL EXPENSES |
| SCHEDULE D, PART XII | THE UNIVERSITY HAS A BANK LOAN AGREEMENT WITH A VARIABLE INTEREST RATE BASED ON A FUNCTION OF LIBOR. THE UNIVERSITY ENTERED AN INTEREST RATE SWAP AGREEMENT TO HEDGE AGAINST THE RISK OF INTEREST RATE INCREASES. THE DERIVATIVE FINANCIAL INSTRUMENT IS NOT HELD FOR TRADING PURPOSES. THE FAIR VALUE OF THE DERIVATIVE FINANCIAL INSTRUMENT ON MAY 31, 2021 RESULTED IN AN ASSET OF $879,979. |
| SCHEDULE D, PART XII | RENTAL EXPENSES AGAINST GROSS RENTS IN 990-PART VIII, LINE 6B OF $11,845 PLUS COST OF GOODS SOLD AGAINST GROSS SALES IN 990-PART VIII, LINE 10B OF $127,928 EQUALS $139,773. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY POLICY IS NOTED IN THE SCHOOL'S CATALOG, ON THE SCHOOL'S WEBSITE AND IN PRINTED BROCHURES. |
| SCHEDULE E, PART I, LINE 6 | THROUGH THE STUDENT FINANCIAL AID SYSTEM, THE SCHOOL RECEIVES MONEY TO DISBURSE TO STUDENTS UNDER THE FEDERAL WORK STUDY PROGRAM. IT WAS $409,419 IN THIS FISCAL YEAR. IN ADDITION, THE UNIVERSITY APPLIED FOR AND WAS GRANTED THE HIGHER EDUCATION EMERGENCY RELIEF FUNDS (HEERF) AS AUTHORIZED BY SECTION 18004(A)(1) OF THE CARES ACT, PUB. L. NO. 116-136 DUE TO THE COVID-19 PANDEMIC. THE GRANT WAS AWARDED FOR $1,353,858 IN THIS FISCAL YEAR. THE FINANCIAL SUPPORT FROM THE GOVERNMENT TOTALED $1,763,277 FOR THESE TWO ITEMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | BELGIUM | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CLASSES ARE TAUGHT TO STUDENTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $20,190 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $20,190 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,190 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | CONSULTANT FOR EUROPEAN PROGRAM | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
| Manner Of Cash Disbursement | BY USA CHECK | MannerOfCashDisbursementTxt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 2 | THE SCHOOL'S FINANCIAL AID OFFICE PLUS THE FINANCIAL SERVICES OFFICE FOLLOW DETAILED PROCEDURES WHICH ENSURE ALL GRANTS AND OTHER ASSISTANCE AWARDS FOLLOW REQUIRED REGULATIONS. AWARDS GRANTED TO STUDENTS STUDYING ABROAD ARE HANDLED THROUGH THE SAME OFFICES THAT AWARD ALL OTHER GRANTS AND AWARDS. THESE OFFICES ARE AUDITED EACH YEAR BY AN INDEPENDENT EXTERNAL CPA FIRM AND REPORTED THEREON. THERE WERE "NO FINDINGS" ON THE FINANCIAL AID PORTION ON THE AUDIT FOR THE FISCAL YEAR BEING REPORTED ON. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THOMPSON AND ASSOCIATES | ||||||||
| 112 WESTWOOD PLACE SUITE 250 | BRENTWOOD | TN | 370275327 | ESTATE PLANNING CONSULTING | 0 | $0 | $0 | $66,000 |
| DICKERSON BAKKER & ASSOCIATES LLC | ||||||||
| 1998 HENDERSONVILLE RD SUITE 23 | ASHEVILLE | NC | 28803 | NONPROFIT CONSULTING | 0 | $0 | $0 | $73,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $139,922 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT DINNER | Event1Nm |
| Gross Receipts Event1 | $1,092,751 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $1,092,751 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $174,292 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,092,751 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,092,751 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $174,292 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $174,292 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $918,459 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1549 | RecipientCnt |
| Cash Grant | $17,743,729 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S FINANCIAL AID OFFICE PLUS THE FINANCIAL SERVICES OFFICE FOLLOW DETAILED PROCEDURES WHICH ENSURE THE FEDERAL GRANT REGULATIONS ARE FOLLOWED. THESE OFFICES ARE AUDITED EACH YEAR BY AND INDEPENDENT EXTERNAL CPA FIRM AND REPORTED THEREON TO THE FEDERAL GOVERNMENT. THERE WERE "NO FINDINGS" ON THE FINANCIAL AID PORTION ON THIS AUDIT FOR THE FISCAL YEAR BEING REPORTED ON. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID R SHANNON | ||||||||||||||
| PRESIDENT | $182,339 | $0 | $0 | $0 | $0 | $0 | $18,021 | $0 | $4,970 | $0 | $205,330 | $0 | $0 | $0 |
| CHARLES VIRES | ||||||||||||||
| PROVOST AND VP FOR ACADEMICS | $124,062 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $0 | $0 | $150,062 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE HOUSING ALLOWANCE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT BOARD | |||||||
| A | 626000307 | 2016-03-17 | $7,500,000 | PAYOFF 2005 BOND PLUS NEW CAPITAL EXPENSES | 0 | 0 | 0 |
| HEALTH & EDUCATION FACILITY BOARD | |||||||
| B | 521339251 | 2015-12-11 | $9,850,000 | PAYOFF 2013 BOND | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $5,304,420 | $7,500,000 | $35,384 | $2,160,196 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $9,821,285 | $9,850,000 | $28,715 | 2015 | Yes (1) | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,085,097 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,179 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ADVERTISING SPACE | 12 | $446,000 | FAIR MARKET BY DONOR |
| Yes (X) | RENTAL | 3 | $12,528 | FAIR MARKET BY DONOR |
| Yes (X) | PROFESSIONAL SERVICES | 3 | $8,600 | FAIR MARKET BY DONOR |
| Yes (X) | VEHICLES | 1 | $5,000 | FAIR MARKET BY DONOR |
| Yes (X) | SUPPLIES | 3 | $2,297 | FAIR MARKET BY DONOR |
| Yes (X) | EQUIPMENT | 3 | $1,185 | FAIR MARKET BY DONOR |
| Yes (X) | GIFT CARDS | 1 | $25 | FAIR MARKET BY DONOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE RETURN IS REVIEWED IN DETAIL BY THE VP FOR FINANCIAL AFFAIRS AND THE PRESIDENT OF THE COLLEGE. THE DRAFT IS EMAILED TO MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ELECTRONIC VERSION OF THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO ALL BOARD OF TRUSTEE MEMBERS. ALL MEMBERS SIGN A STATEMENT ACKNOWLEDGING THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S SALARY IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE COMMITTEE REVIEWS AVAILABLE SALARY SURVEYS, FOR EXAMPLE THE SURVEY COMPILED BY THE COLLEGE & UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA-HR). THE COMMITTEE ALSO CONSIDERS THE PRESIDENT'S PERFORMANCE, ESPECIALLY IN REGARD TO METRICS ON THE INSTITUTION'S STRATEGIC PLAN. A PROPOSED CHANGE IN HIS COMPENSATION IS RECOMMENDED BY THE COMMITTEE FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. THE PRESIDENT SETS THE COMPENSATION OF HIS DIRECT REPORTS AND COMPENSATION FOR EACH OF THE VICE-PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | SWAP AGREEMENT 879,979. |