AGNES SCOTT COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AGNES SCOTT COLLEGE (EIN 58-0566116)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202231319349300423
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T07:49:40-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mauldin & Jenkins LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Galleria Pkwy SE Ste 1700 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agnes Scott College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 4044716308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 East College Avenue | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Randazza | PersonNm |
| Person Title | VP Finance & Admin | PersonTitleTxt |
| Phone | 4044716308 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Scott | PersonFirstNm |
| Person Last | Randazza | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Jo Alexander | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2022-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | Leocadia I Zak | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 East College Avenue | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $148,013,030 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agnesscott.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | Educating women to think deeply, live honorably & engage the challenges of their times. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 845 | TotalEmployeeCnt |
| Total Volunteers | 340 | TotalVolunteersCnt |
| Total Gross UBI | -$216,683 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,747,169 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,980,715 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,986,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,712,370 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,715,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,328,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | $940,607 | PYOtherRevenueAmt |
| CY Other Revenue | $684,279 | CYOtherRevenueAmt |
| PY Total Revenue | $81,389,407 | PYTotalRevenueAmt |
| CY Total Revenue | $76,705,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,984,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,756,261 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,545,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,150,298 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,138,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,689,646 | PYOtherExpensesAmt |
| CY Other Expenses | $23,786,506 | CYOtherExpensesAmt |
| PY Total Expenses | $86,219,796 | PYTotalExpensesAmt |
| CY Total Expenses | $79,693,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,830,389 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,987,164 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $353,651,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,231,473 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,879,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,196,807 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $265,771,852 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $308,034,666 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Founded in 1889, Agnes Scott College is an independent liberal arts college for women whose mission is to educate women to think deeply, live honorably and engage the intellectual and social challenges of their times. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,090,613 | ExpenseAmt |
| Grant | $26,664,728 | GrantAmt |
| Desc | Student aid encompasses direct financial aid provided by the College to facilitate its students' pursuit of a college education. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,282,071 | ExpenseAmt |
| Revenue | $44,234,635 | RevenueAmt |
| Desc | Instruction is provided by full-time faculty and part-time faculty members representing numerous academic departments. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,585,836 | ExpenseAmt |
| Revenue | $3,140,522 | RevenueAmt |
| Desc | Academic support comprises information technology services, registrar, academic advising, faculty services, library, etc. These administrative offices assist the College in its educational mission. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,127,979 | ExpenseAmt |
| Grant | $91,533 | GrantAmt |
| Revenue | $4,142,900 | RevenueAmt |
| Desc | All other program services | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,127,979 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $91,533 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,142,900 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $69,086,499 | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 845 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 27 | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lai Chan Controller | PersonNm |
| Phone | 4044716308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 East College Avenue | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Leocadia I Zak | ||||||||
| College President, ex-offi | 40.00 | 0.40 | Yes (X) | $274,333 | $0 | $21,834 | ||
| Robiaun Charles | ||||||||
| VP for College Advancement | 40.00 | Yes (X) | $173,989 | $0 | $17,907 | |||
| Kenneth England | ||||||||
| VP for Business and Financ | 40.00 | Yes (X) | $178,809 | $0 | $12,995 | |||
| Alexa Gaeta | ||||||||
| VP for Enrollment and Dean | 40.00 | Yes (X) | $164,509 | $0 | $24,647 | |||
| Karen Goff | ||||||||
| VP for Student Life and De | 40.00 | Yes (X) | $174,062 | $0 | $3,768 | |||
| Yves-Rose Porcena | ||||||||
| Vice President for Equity | 40.00 | Yes (X) | $154,500 | $0 | $22,841 | |||
| Danita Knight | ||||||||
| VP for Communications and | 40.00 | Yes (X) | $156,182 | $0 | $12,894 | |||
| Rosemary Cunningham | ||||||||
| Hal and Julia T Smith Chai | 40.00 | $128,215 | $0 | $23,901 | Yes (X) | |||
| Christine Cozzens | ||||||||
| Interim VP for Academic Af | 40.00 | Yes (X) | $146,636 | $0 | $3,916 | |||
| Gundolf Graml | ||||||||
| Associate VP for Academic Affairs | 40.00 | $126,622 | $0 | $23,766 | Yes (X) | |||
| Karen Gilbert | ||||||||
| Associate VP for Human Res | 40.00 | $125,352 | $0 | $14,428 | Yes (X) | |||
| David Marder | ||||||||
| Director of Facilities | 40.00 | $121,567 | $0 | $17,464 | Yes (X) | |||
| Douglas Fantz | ||||||||
| Associate VP for Academic Affairs | 40.00 | $122,800 | $0 | $11,955 | Yes (X) | |||
| Lea Ann Hudson | ||||||||
| Secretary/Associate VP | 40.00 | 0.40 | Yes (X) | $112,449 | $0 | $19,377 | ||
| Elizabeth Daniel Holder | ||||||||
| CHAIRPERSON OF THE BOARD | 2.00 | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Elizabeth Hardy Noe | ||||||||
| Vice Chairperson | 2.00 | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Ronald E Alston | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Francis S Blake | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Sarah Walker Guthrie | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Mary Brown Bullock | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Mary Lou Cornwall Hawkes | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Loucy Tittle Hay | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Deborah Harris Painter | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Adrian Cronje | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| E Ann Glendinning | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Quinton R Martin | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth A Shiroishi | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Margaret D McCray-Finke | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth McGregor Simmons | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Portia Owen Morrison | ||||||||
| Trustee | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| John R Swallow | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Charles S Shapiro | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Duriya M Farooqui | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Tawana Lee Ware | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Kathryn M Scott | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Douglas A Hicks | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Giselle Fernandez Martin | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Joanne D Smith | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth Rhett Jones | ||||||||
| Trustee | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Anne H Kaiser | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Whitney Miller Ott | ||||||||
| TRUSTEE | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| David Ross | ||||||||
| Trustee | 2.00 | 0.40 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,160,025 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,693 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | 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 |
|---|---|---|---|---|---|
| Holder Construction Group LLC | |||||
| 3300 Riverwood Parkway | Atlanta | GA | 30339 | Building contractor | $8,774,961 |
| Aramark Services Inc | |||||
| 141 E College Ave | Decatur | GA | 30030 | Food service contractor | $4,101,120 |
| MaxAir Inc | |||||
| 814 Livingston Court | Marietta | GA | 30067 | HVAC/Mechanical Maintenance | $814,656 |
| Brightview Landscape Services | |||||
| PO BOX 740655 | Atlanta | GA | 30374 | Landscape Contractor | $574,729 |
| RUFFALO NOEL LEVITZ LLC | |||||
| P O BOX 718 | Des Moines | IA | 50303 | Student Search Consultant | $551,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,610 | FundraisingAmt |
| All Other Contributions | $7,956,105 | AllOtherContributionsAmt |
| Noncash Contributions | $1,497,039 | NoncashContributionsAmt |
| Total Contributions | $7,980,715 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition & Fee Income | 611600 | $44,234,635 | $44,234,635 | |
| Departmental Income | 611600 | $3,510,960 | $3,510,960 | |
| Auxiliary Enterprises | 611710 | $3,334,835 | $3,140,522 | $194,313 |
| Research grants/Colleg | 611710 | $624,580 | $624,580 | |
| Athletic Camps | 611600 | $7,360 | $7,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,712,370 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,739,736 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$410,996 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,150,732 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $453,114 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,925 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225,189 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,189 | TotalRevenueColumnAmt |
| Exclusion | $225,189 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,534,845 | SecuritiesAmt |
| Other | $1,108,473 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,054,517 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,480,328 | SecuritiesAmt |
| Other | $1,108,473 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,588,801 | TotalRevenueColumnAmt |
| Exclusion | $10,588,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,554 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,610 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,133 | TotalRevenueColumnAmt |
| Exclusion | -$18,133 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Student Health Insurance | 900099 | $397,408 | $397,408 |
| Miscellaneous Income | 900099 | $76,115 | $76,115 |
| Vending & Parking Services Fees | 900099 | $3,700 | $3,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $477,223 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,705,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,518,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$216,683 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,423,812 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,533 | TotalAmt |
| Program Services | $91,533 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,664,728 | TotalAmt |
| Program Services | $26,664,728 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,033 | TotalAmt |
| Program Services | $340,196 | ProgramServicesAmt |
| Management And General | $657,048 | ManagementAndGeneralAmt |
| Fundraising | $154,789 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,339,474 | TotalAmt |
| Program Services | $17,754,549 | ProgramServicesAmt |
| Management And General | $2,252,142 | ManagementAndGeneralAmt |
| Fundraising | $1,332,783 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,200 | TotalAmt |
| Program Services | $383,259 | ProgramServicesAmt |
| Management And General | $54,433 | ManagementAndGeneralAmt |
| Fundraising | $38,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,598,291 | TotalAmt |
| Program Services | $3,147,374 | ProgramServicesAmt |
| Management And General | $1,185,436 | ManagementAndGeneralAmt |
| Fundraising | $265,481 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,300 | TotalAmt |
| Program Services | $1,287,116 | ProgramServicesAmt |
| Management And General | $190,386 | ManagementAndGeneralAmt |
| Fundraising | $106,798 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,957 | TotalAmt |
| Management And General | $27,957 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,937 | TotalAmt |
| Management And General | $104,937 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,632 | TotalAmt |
| Management And General | $894,632 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,820,738 | TotalAmt |
| Program Services | $6,564,064 | ProgramServicesAmt |
| Management And General | $1,180,708 | ManagementAndGeneralAmt |
| Fundraising | $75,966 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,335 | TotalAmt |
| Program Services | $75,035 | ProgramServicesAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259,938 | TotalAmt |
| Program Services | $1,957,855 | ProgramServicesAmt |
| Management And General | $275,549 | ManagementAndGeneralAmt |
| Fundraising | $26,534 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,528,191 | TotalAmt |
| Program Services | $1,400,949 | ProgramServicesAmt |
| Management And General | $26,654 | ManagementAndGeneralAmt |
| Fundraising | $100,588 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,733 | TotalAmt |
| Program Services | $1,036,501 | ProgramServicesAmt |
| Management And General | $12,032 | ManagementAndGeneralAmt |
| Fundraising | $19,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,508 | TotalAmt |
| Program Services | $133,916 | ProgramServicesAmt |
| Management And General | $6,993 | ManagementAndGeneralAmt |
| Fundraising | $7,599 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,876 | TotalAmt |
| Program Services | $468,495 | ProgramServicesAmt |
| Management And General | $87,102 | ManagementAndGeneralAmt |
| Fundraising | $10,279 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,396 | TotalAmt |
| Program Services | $1,622,780 | ProgramServicesAmt |
| Management And General | $153,616 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,138,080 | TotalAmt |
| Program Services | $4,959,446 | ProgramServicesAmt |
| Management And General | $178,634 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,726 | TotalAmt |
| Management And General | $1,043,726 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Loss on Extinguishment | $499,110 | $499,110 | |
| Student Service Fees | $397,291 | $397,291 | |
| Property Tax & Other Ta | $227,594 | $103,692 | $123,902 |
| Equipment Purchases | $207,048 | $195,194 | $11,854 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,416 | TotalAmt |
| Program Services | $3,416 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,693,065 | TotalAmt |
| Program Services | $69,086,499 | ProgramServicesAmt |
| Management And General | $8,468,041 | ManagementAndGeneralAmt |
| Fundraising | $2,138,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,406,782 | BOYAmt |
| EOY | $12,268,338 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,418,736 | BOYAmt |
| EOY | $8,707,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,878 | BOYAmt |
| EOY | $2,552,492 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,748 | BOYAmt |
| EOY | $627,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,058,177 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,090,929 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,119,911 | BOYAmt |
| EOY | $110,967,248 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,901,415 | BOYAmt |
| EOY | $176,856,684 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,432,045 | BOYAmt |
| EOY | $74,328,232 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,520,519 | BOYAmt |
| EOY | $8,923,981 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,651,034 | BOYAmt |
| EOY | $395,231,473 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,721,581 | BOYAmt |
| EOY | $11,484,801 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,634,561 | BOYAmt |
| EOY | $1,560,728 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,923,063 | BOYAmt |
| EOY | $57,040,334 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,332 | BOYAmt |
| EOY | $766,897 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,234,645 | BOYAmt |
| EOY | $16,344,047 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,879,182 | BOYAmt |
| EOY | $87,196,807 | 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 | $58,757,428 | BOYAmt |
| EOY | $69,444,311 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,014,424 | BOYAmt |
| EOY | $238,590,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,771,852 | BOYAmt |
| EOY | $308,034,666 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,651,034 | BOYAmt |
| EOY | $395,231,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,987,164 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,746,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,503,890 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,964,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,128,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,517,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,747,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,980,715 | CurrentTaxYearAmt |
| Total | $69,338,434 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,964,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,128,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,517,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,747,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,980,715 | CurrentTaxYearAmt |
| Total | $69,338,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,820,927 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,517,507 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,032,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,370,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,961,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,068,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,603,846 | CurrentTaxYearAmt |
| Total | $26,036,442 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $782,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $813,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $477,223 | CurrentTaxYearAmt |
| Total | $3,523,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $98,898,072 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $245,600,585 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,799,430 | BeginningYearBalanceAmt |
| Contributions | $2,830,011 | ContributionsAmt |
| Investment Earnings Or Losses | $56,300,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,738,120 | OtherExpendituresAmt |
| End Year Balance | $247,192,299 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $217,142,446 | BeginningYearBalanceAmt |
| Contributions | $4,109,550 | ContributionsAmt |
| Investment Earnings Or Losses | $4,102,121 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,554,687 | OtherExpendituresAmt |
| End Year Balance | $204,799,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $229,425,820 | BeginningYearBalanceAmt |
| Contributions | $4,880,121 | ContributionsAmt |
| Investment Earnings Or Losses | $4,886,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,050,015 | OtherExpendituresAmt |
| End Year Balance | $217,142,446 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $229,886,873 | BeginningYearBalanceAmt |
| Contributions | $3,739,246 | ContributionsAmt |
| Investment Earnings Or Losses | $16,985,076 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,185,375 | OtherExpendituresAmt |
| End Year Balance | $229,425,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,093,814 | BeginningYearBalanceAmt |
| Contributions | $1,541,421 | ContributionsAmt |
| Investment Earnings Or Losses | $25,910,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,658,414 | OtherExpendituresAmt |
| End Year Balance | $229,886,873 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53720 | 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 | $1,511,889 | OtherCostOrOtherBasisAmt |
| Book Value | $1,511,889 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,679,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,872,526 | DepreciationAmt |
| Book Value | $93,806,647 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,777,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,218,403 | DepreciationAmt |
| Book Value | $5,558,807 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,089,905 | OtherCostOrOtherBasisAmt |
| Book Value | $10,089,905 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,967,248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commingled Funds | $41,485,863 | F |
| Real Estate Partnerships | $3,743,052 | F |
| Hedge Funds | $151,587 | F |
| Real Asset Funds | $6,834,510 | F |
| Private Equity | $15,789,907 | F |
| Split Interest Agreements | $6,323,313 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $74,328,232 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Post Retirement Benefit | $15,670,245 |
| Annuity Obligations | $673,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,344,047 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $94,328,508 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,746,088 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,604 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $835,473 | OtherRevenueAmt |
| Revenue Not Reported | $44,583,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,745,343 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $894,632 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,065,926 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,960,558 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $76,705,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,764,237 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,604 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,556,957 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,558,561 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,205,676 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $894,632 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $26,592,757 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $27,487,389 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,693,065 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | All other contributions of assets other than cash, including contributions of art, historical treasures, and similar assets held as part of a collection, are not recognized as revenue or capitalized. |
| Part III, Line 4: | The College's collection consists of art objects that cover a broad range of history, media, and attitudes. It is held for public exhibition, preservation for future generations, scholarly research, and educational purposes. Contributed collection items are not reflected on the consolidated financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Donations of artwork are accepted with consideration to how they will benefit the campus learning environment. The collection items are subject to a policy that requires proceeds from their sales to be used for the acquisition of new collection item(s). During the fiscal years ending June 30, 2021 and 2020, no sales of collection items occurred and no collection items were given away, damaged, destroyed, lost, or otherwise deaccessed. |
| Part V, Line 4: | Endowment Funds are used to support the general operations of the College, to provide scholarships to the students and for the furtherance of academic programs. |
| Part X, Line 2: | The College is recognized by the Internal Revenue Service as an organization exempt from federal income tax under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3), except for taxes on income from activities unrelated to its exempt purpose. The College evaluates its uncertain tax positions using the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740 Income Taxes. The College follows the criterion that an individual tax position has to meet the relevant technical requirements for the position to be recognized in the College's consolidated financial statements. The College determined that the relevant tax authority would more likely than not sustain the tax position following an audit. The College has applied this criterion to all tax positions for which the statute of limitations remains open. The College has a policy to record interest and penalties (if any) related to income tax matters in income tax expense. The College has determined that its tax positions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2021 and 2020. For the years ended June 30, 2021 and 2020, no interest and penalties were recorded. |
| Part XI, Line 2d - Other Adjustments: | Rental Exp 227,925. Avery Property Income 743,269. Change in value of split-interest agreements -135,721. |
| Part XI, Line 4b - Other Adjustments: | Student Aid Treated as Contra-Revenue 26,090,613. Fundraising Event Expense -24,687. |
| Part XII, Line 2d - Other Adjustments: | Avery Property Expense 1,013,506. Avery Property Depreciation 290,839. Reclass of Rent Expense to Revenue 227,925. Fundraising Event Expense 24,687. |
| Part XII, Line 4b - Other Adjustments: | Student Aid Treated as Contra-Revenue 26,090,613. Avery Interfund 3,034. Loss on Extinguishment of Bond Debt 499,110. |
| PART III, LINE 1A: | Contributed collection items are not reflected on the financial statements. Proceeds from the deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Donations of artwork are accepted with consideration to how they will benefit the campus learning environment. The collection items are subject to a policy that requires proceeds from their sales to be used for the acquisition of new collection item(s). During the fiscal years ending June 30, 2021 and June 30, 2020, no sales of collection items occurred and no collection items were given away, damaged, destroyed, lost or otherwise deaccessed. |
| PART III, LINE 4: | The Agnes Scott college permanent collection is a living, eclectic gathering of artwork that encompasses a broad range of history, media and attitudes. Complementing the permanent collection is the dynamic programming of the Dalton gallery, which organizes temporary exhibitions designed to promote an understanding of the arts. It is located at the heart of the Dana fine arts building, a structure built in 1965 and designed by John Portman, which houses the art history and studio art department. It also houses the theatre department. In support of the mission of the college, the focus of new acquisitions is largely but not exclusively works by women artists on paper. Artwork is selected and donations accepted with consideration to how they will benefit the campus learning environment. The collection is actively used within the arts curriculum and across disciplines. The art department offers three undergraduate majors, including studio art and art history, to students. In addition, students write visual analyses of works and five tours to the public. Informative wall text is researched and written by students under the guidance of faculty. Works by Agnes Scott students are embraced into the overall display, including a vibrant body of self-portrait woodblock prints that are sited in dorms and public buildings. Furthermore, along with a student show, the gallery presents two exhibits a year which include a roster of local, national, and international professional artists and are organized around an inclusive theme that engages contemporary issues, focusing not only on the world of art but also on the larger global conversation. Having such a dynamic teaching collection borne from a mission of education enriches the learning environment and connects the viewer in a timeless dialogue. |
| PART V, LINE 4: | Endowment funds are used to support the general operations of the college, to provide scholarships to the students and for the furtherance of academic programs. |
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 | Our nondiscriminatory policy is made known to the general community through our catalogs, brochures, admissions applications and on our website. |
| Schedule E, Part I, Line 6 | Agnes Scott College is the recipient of the following federal aid programs: Pell grants, supplemental education opportunity grants, federal work study grants, national institute of health research grants and national science foundation research grants. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golfing Fundraiser | Event1Nm |
| Gross Receipts Event1 | $31,164 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,610 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,554 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,687 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $31,164 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,610 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,554 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,687 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $24,687 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,133 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ballykeel Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 East College Avenue | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 582338224 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $91,533 | CashGrantAmt |
| Purpose Of Grant | Agnes Scott solely transfers to Ballykeel the funds to pay the annual lease payment for | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Student Scholarships | 194 | $2,546,671 | Book Value | Tuition Scholarships |
| Regular Grants | 962 | $20,297,755 | Book Value | Tuition Grants |
| RTC and SEOG Grants | 422 | $3,762,158 | Book Value | Study Abroad Grants |
| Work Study | 115 | $58,144 | Book Value | Work Study Grants |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | To ensure that the grants made to individuals in the United States, other than work study grants, are used for proper purposes and are not otherwise diverted from the intended use, the faculty department that has budgetary control of the funds selects and monitors the recipients of these grants. For work study grants, the faculty or administrative department where the student's work was performed approves all student work hours and submits paperwork to the payroll office for payment to the student. |
| PART II, LINE 1, COLUMN (H): | Name of organization or government: Ballykeel, Inc. (H) purpose of grant or assistance: Agnes Scott solely transfers to Ballykeel the funds to pay the annual lease payment for property held by Ballykeel, a supporting organization of Agnes Scott. The amount is determined pursuant to a review of the lease terms. |
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 | Yes (1) | SubstantiationRequiredInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Leocadia I Zak | ||||||||||||||
| College President, ex-offi | $238,333 | $0 | $0 | $0 | $36,000 | $0 | $6,662 | $0 | $15,172 | $0 | $296,167 | $0 | $0 | $0 |
| Robiaun Charles | ||||||||||||||
| VP for College Advancement | $154,789 | $0 | $0 | $0 | $19,200 | $0 | $3,430 | $0 | $14,477 | $0 | $191,896 | $0 | $0 | $0 |
| Kenneth England | ||||||||||||||
| VP for Business and Financ | $159,609 | $0 | $0 | $0 | $19,200 | $0 | $3,537 | $0 | $9,458 | $0 | $191,804 | $0 | $0 | $0 |
| Alexa Gaeta | ||||||||||||||
| VP for Enrollment and Dean | $147,709 | $0 | $0 | $0 | $16,800 | $0 | $3,274 | $0 | $21,373 | $0 | $189,156 | $0 | $0 | $0 |
| Karen Goff | ||||||||||||||
| VP for Student Life and De | $154,862 | $0 | $0 | $0 | $19,200 | $0 | $3,432 | $0 | $336 | $0 | $177,830 | $0 | $0 | $0 |
| Yves-Rose Porcena | ||||||||||||||
| Vice President for Equity | $138,750 | $0 | $0 | $0 | $15,750 | $0 | $0 | $0 | $22,841 | $0 | $177,341 | $0 | $0 | $0 |
| Danita Knight | ||||||||||||||
| VP for Communications and | $156,182 | $0 | $0 | $0 | $0 | $0 | $3,379 | $0 | $9,515 | $0 | $169,076 | $0 | $0 | $0 |
| Rosemary Cunningham | ||||||||||||||
| Hal and Julia T Smith Chai | $123,335 | $0 | $0 | $0 | $4,880 | $0 | $2,528 | $0 | $21,373 | $0 | $152,116 | $0 | $0 | $0 |
| Christine Cozzens | ||||||||||||||
| Interim VP for Academic Af | $146,636 | $0 | $0 | $0 | $0 | $0 | $3,224 | $0 | $692 | $0 | $150,552 | $0 | $0 | $0 |
| Gundolf Graml | ||||||||||||||
| Associate VP for Academic Affairs | $124,469 | $0 | $0 | $0 | $2,153 | $0 | $2,393 | $0 | $21,373 | $0 | $150,388 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | The College provides a residence for personal use to the president and five of the other officers. The housing is excluded from taxable income under IRS code section 119 and included in column D in schedule J, Part II. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Universities Authorities 2019A | ||||||||
| A | 581407780 | 74265LQ27 | 2019-05-22 | $37,640,438 | To refund prior issues 07/09/2009 and 05/14/15 | 0 | 0 | 0 |
| Private Colleges and Universities Authority | ||||||||
| B | 581407780 | 74265LV62 | 2021-05-06 | $23,491,613 | To refund prior issues 5/14/2015 and 5/22/2019 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $2,140,000 | $37,640,438 | $573,155 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $23,491,613 | $469,832 | Yes (1) | 0 | Yes (1) | Yes (1) | $23,021,781 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 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 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holder Construction Group LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee is > 35% owner | RelationshipDescriptionTxt |
| Transaction | $6,347,172 | TransactionAmt |
| Transaction | Building Renovation project | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch L, Part IV, Business Transactions Involving Interested Persons: | FormAndLineReferenceDesc |
| Explanation | (a) Name of person: Elizabeth Holder(d) Description of transaction: building construction services | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $999 | 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 | 74 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,493,370 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Heritage Ring Donation | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,670 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Number of contributions |
| Part I, Line 32b: | The College uses third parties to sell and process noncash contributions that are securities, real estate, or vehicles. For securities, the College's brokerage to sell on day of receipt at fair market value. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Vice President of Finance & Administration performs a detailed review of the Form 990 before filing the return. The President of the College and the Board of Trustees will receive a copy of this return for review before filing. The other Members of the Board will receive a copy of the form 990 prior to filing. |
| Form 990, Part VI, Section B, line 12c | On a yearly basis, every College Officer and each Member of the College's Board of Trustees is required to sign the policy and disclose whether they have any conflicts. The Secretary of the Board of Trustees oversees the receipt of these policies and reports to the Chairman of the Board of Trustees if any conflict is noted. |
| Form 990, Part VI, Section B, line 15 | The compensation of the President of the College is reviewed and approved by the Board of Trustees. For its review and discussion, the Board uses comparable compensation information. Contemporaneous documentation of its discussions is recorded in the minutes of the Board of Trustees. The compensation for all other certain executive employees is negotiated by the President of the College and Human Resources. |
| Form 990, Part VI, Section C, line 18 | The College makes its annual audited financial statements available to the public upon request and approval of the V.P. for Finance & Administration. |
| Form 990, Part VI, Section C, line 19 | The College does not make its governing documents and conflict of interest policy available to public inspection. |
| Form 990, Part XI, line 9: | Postretirement benefit related changes other than net periodic pension cost 1,639,573. Change in Value of Split Interest Agreement -135,683. |
| Part XII Line 2c | The selection process for auditors has not changed. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Avery Properties Inc | ||||||||||
| 141 E College Ave | Decatur | GA | 30030 | 582328397 | Real Estate | GA | 501(c)(3) | LINE 11B , II | Agnes Scott College | Yes (1) |
| Ballykeel Inc | ||||||||||
| 141 E College Ave | Decatur | GA | 30030 | 582338224 | Holding Co | GA | 501(c)(3) | LINE 11B , II | Agnes Scott College | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Ballykeel Inc | ||
| B | $91,533 | Cash Contributed |
| Avery Properties Inc | ||
| K | $568,399 | Lease Payments |