STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-06
IRS object ID
202241269349303019
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-06T15:46:19-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 W 5TH ST SUITE 800AddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566167EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORPORATION OF MERCER UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORPBusinessNameControlTxt
Phone4573012710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES NETHERTONPersonNm
Person TitleEXEC VP-ADMIN & FIN.PersonTitleTxt
Phone4573012710PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastNETHERTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWHITNEY B HEBRONPreparerPersonNm
PTINP01226647PTIN
Phone3362753394PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM D UNDERWOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$452,180,346GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MERCER.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee4388TotalEmployeeCnt
Total Volunteers507TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$111,918NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$105,236,428PYContributionsGrantsAmt
CY Contributions Grants$83,188,166CYContributionsGrantsAmt
PY Program Service Revenue$286,911,700PYProgramServiceRevenueAmt
CY Program Service Revenue$335,822,727CYProgramServiceRevenueAmt
PY Investment Income$6,354,784PYInvestmentIncomeAmt
CY Investment Income$18,708,237CYInvestmentIncomeAmt
PY Other Revenue$8,030,113PYOtherRevenueAmt
CY Other Revenue$6,329,095CYOtherRevenueAmt
PY Total Revenue$406,533,025PYTotalRevenueAmt
CY Total Revenue$444,048,225CYTotalRevenueAmt
PY Grants And Similar Paid$92,405,170PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$95,015,626CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$175,901,163PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$181,771,507CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,997,157CYTotalFundraisingExpenseAmt
PY Other Expenses$110,077,553PYOtherExpensesAmt
CY Other Expenses$112,502,561CYOtherExpensesAmt
PY Total Expenses$378,383,886PYTotalExpensesAmt
CY Total Expenses$389,289,694CYTotalExpensesAmt
PY Revenues Less Expenses$28,149,139PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$54,758,531CYRevenuesLessExpensesAmt
Total Assets BOY$834,032,550TotalAssetsBOYAmt
Total Assets EOY$975,470,567TotalAssetsEOYAmt
Total Liabilities BOY$354,505,553TotalLiabilitiesBOYAmt
Total Liabilities EOY$346,339,036TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$479,526,997NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$629,131,531NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$108,651,199ExpenseAmt
Revenue$253,507,680RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$94,860,057ExpenseAmt
Grant$94,860,057GrantAmt
DescSCHOLARSHIPS:THESE EXPENSES ARE RELATED TO THE SUPPORT PROVIDED TO THE UNIVERSITY'S STUDENTS BASED ON DONOR STIPULATION, NEED AND MERIT. THE UNIVERSITY PROVIDES SCHOLARSHIP AID WITHIN 4 CATEGORIES. MERCER BASED AID SCHOLARSHIPS ARE BASED ON ACADEMIC CREDENTIALS AND THE SCHOLARSHIPS ARE RENEWABLE UP TO 4 YEARS. TALENT BASED AID SCHOLARSHIPS ARE EITHER ATHLETIC SCHOLARSHIPS OR MUSIC SCHOLARSHIPS. NEED BASED AID SCHOLARSHIPS ARE BASED ON ECONOMIC NEED. COMPETITIVE AID SCHOLARSHIPS ARE BASED ON MERIT. OVER 90% OF THE UNIVERSITY'S STUDENTS RECEIVED SCHOLARSHIPS AND DISCOUNTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$63,299,628ExpenseAmt
Revenue$42,056,141RevenueAmt
DescAUXILIARY SERVICES:THE UNIVERSITY'S AUXILIARY SERVICES FACILITATES THE CREATION OF COMMUNITY, EXTENDS THE LEARNING ENVIRONMENT BEYOND THE CLASSROOM AND ENHANCES THE QUALITY OF CAMPUS LIFE THROUGH THE DELIVERY OF QUALITY GOODS AND SERVICES INCLUDING RESIDENCE, DINING SERVICES, CLINIC OPERATIONS, AS WELL AS ATHLETIC AND RETAIL OPERATIONS FOR OVER 9,000 STUDENTS. AUXILIARY SERVICES MAINTAINS THE BEAR CARD SYSTEM WHICH PROVIDES FOR A VARIETY OF DIFFERENT DINING OPTIONS AND EASIER ACCESS FOR STUDENTS TO PAY FOR THOSE OPTIONS. AUXILIARY SERVICES ALSO PROVIDES MAIL AND DOCUMENT SERVICES AS WELL AS CABLE ACCESS FOR THE UNIVERSITY'S STUDENT RESIDENCES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$45,215,907$155,569$40,258,906RESEARCH
$28,369,014$5,744,473ACADEMIC SUPPORT
$27,300,610STUDENT SERVICES
-$4,179,883INSTITUTIONAL SUPPORT
$2,345,817PUBLIC SERVICE
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$99,051,465TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$155,569TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$46,003,379TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$365,862,349TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document732IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4388EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM G SOLOMONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4783012771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (72 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM UNDERWOOD
PRESIDENT/PROFESSOR OF LAW55.000.00Yes (X)Yes (X)$339,589$0$49,998
CATHY CALLAWAY ADAMS
BOARD CHAIR1.000.00Yes (X)$0$0$0
WILLIAM A MOYE
TRUSTEE1.000.00Yes (X)$0$0$0
CURTIS G ANDERSON
TRUSTEE1.000.00Yes (X)$0$0$0
WILLIAM H ANDERSON II
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
JAMES EARL CARTER JR
TRUSTEE1.000.00Yes (X)$0$0$0
MILTON L CRUZ
TRUSTEE1.000.00Yes (X)$0$0$0
NATHAN DEAL
TRUSTEE1.000.00Yes (X)$0$0$0
HON W HOMER DRAKE JR
TRUSTEE1.000.00Yes (X)$0$0$0
BENJAMIN W GRIFFITH III
TRUSTEE1.000.00Yes (X)$0$0$0
ROBERT F HATCHER
TRUSTEE1.000.00Yes (X)$0$0$0
SPENCER B KING III
TRUSTEE1.000.00Yes (X)$0$0$0
J THOMAS MCAFEE III
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
M DIANE OWENS
TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD A SCHNEIDER
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES C ELDER JR
TRUSTEE1.000.00Yes (X)$0$0$0
G HOLMES BELL IV
TRUSTEE1.000.00Yes (X)$0$0$0
HON SARA L DOYLE
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
JAMES N HOLLINGSWORTH JR
TRUSTEE1.000.00Yes (X)$0$0$0
STANLEY D JONES
TRUSTEE1.000.00Yes (X)$0$0$0
SHAUN KING
TRUSTEE1.000.00Yes (X)$0$0$0
JOE SAM ROBINSON JR
TRUSTEE1.000.00Yes (X)$0$0$0
CHRIS R SHERIDAN JR
TRUSTEE1.000.00Yes (X)$0$0$0
BARBARA BROWN TAYLOR
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
JAMES WILLIAM THOMAS JR
TRUSTEE1.000.00Yes (X)$0$0$0
HON CYNTHIA MORRIS
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
HON YVETTE MILLER
TRUSTEE1.000.00Yes (X)$0$0$0
DAVID E LINCH
TRUSTEE1.000.00Yes (X)$0$0$0
DWIGHT J DAVIS
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
HON MARC TREADWELL
TRUSTEE1.000.00Yes (X)$0$0$0
THOMAS P BISHOP
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
MALCOLM S BURGESS JR
TRUSTEE1.000.00Yes (X)$0$0$0
GENE GABBARD
TRUSTEE1.000.00Yes (X)$0$0$0
GENELLE JENNINGS
TRUSTEE1.000.00Yes (X)$0$0$0
J CURTIS LEWIS III
TRUSTEE1.000.00Yes (X)$0$0$0
MILLER PETERSON ROBINSON
TRUSTEE1.000.00Yes (X)$0$0$0
WILLIAM BRADLEY TURNER JR
TRUSTEE1.000.00Yes (X)$0$0$0
RAYMOND M WARREN III
TRUSTEE1.000.00Yes (X)$0$0$0
HEATHER DARDEN
TRUSTEE1.000.00Yes (X)$0$0$0
NANCY GRACE
TRUSTEE1.000.00Yes (X)$0$0$0
KEVIN HEAD
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
CAROLYN MCAFEE BRUNER
TRUSTEE1.000.00Yes (X)$0$0$0
CHARLIE CANTRELL
TRUSTEE1.000.00Yes (X)$0$0$0
W CARL REYNOLDS
TRUSTEE1.000.00Yes (X)$0$0$0
JERRY S WILSON
TRUSTEE1.000.00Yes (X)$0$0$0
A RABUN MATTHEWS III
TRUSTEE UNTIL 11/6/201.000.00Yes (X)$0$0$0
JACKIE BAUGH MOORE
TRUSTEE1.000.00Yes (X)$0$0$0
J REG MURPHY
TRUSTEE1.000.00Yes (X)$0$0$0
HON W LOUIS SANDS
TRUSTEE1.000.00Yes (X)$0$0$0
VIRGIL L ADAMS
TRUSTEE1.000.00Yes (X)$0$0$0
HON MIKE BOGGS
TRUSTEE1.000.00Yes (X)$0$0$0
JENNIFER NUNN TARBUTTON
TRUSTEE1.000.00Yes (X)$0$0$0
JULIE LONG
TRUSTEE1.000.00Yes (X)$0$0$0
MARSHALL BUTLER
TRUSTEE1.000.00Yes (X)$0$0$0
J HENRY WALKER
TRUSTEE1.000.00Yes (X)$0$0$0
ASHLEY AMOS COPELAN
TRUSTEE1.000.00Yes (X)$0$0$0
DAVID E HUDSON
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES NETHERTON
EXEC VP - ADMIN & FINANCE55.000.00Yes (X)$332,393$0$49,998
DAVID DAVIS
PROVOST/PROFESSOR55.000.00Yes (X)$313,826$0$55,305
JOHN PATTERSON
SR VP - UNIV ADVANCEMENT55.000.00Yes (X)$259,076$0$51,265
PENNY ELKINS
SR VP - ENROLLMENT MGMT55.000.00Yes (X)$283,169$0$48,603
WILLIAM SOLOMON IV
SR VP & GENERAL COUNSEL55.000.00Yes (X)$246,860$0$46,981
LARRY BRUMLEY
SR VP - MARKETING COMM55.000.00Yes (X)$238,823$0$41,973
KELLIE APPEL
SR VP - STRATEGIC INITIATI55.000.00Yes (X)$230,202$0$38,089
JULIA DAVIS
AVP FINANCE & TREASURER55.000.00Yes (X)$166,400$0$17,811
JEAN SUMNER
DEAN/PROFESSOR55.000.00$419,438$0$44,232Yes (X)
ANDREA MITCHELL
EXECUTIVE DIRECTOR55.000.00$248,354$0$47,524Yes (X)
JOHN HAWKINS
ASSOCIATE PROFESSOR55.000.00$492,419$0$49,972Yes (X)
LERA COX
ADJUNCT55.000.00$368,594$0$49,997Yes (X)
JULIAN HUTCHINS
MEDICAL LAB DIR/ASST PROFE55.000.00$301,807$0$49,209Yes (X)
JOHN KING JR
PROFESSOR55.000.00$300,313$0$35,123Yes (X)
GARY GREGORY
HEAD MEN'S BASKETBALL COACH55.000.00$289,167$0$1,021Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,830,430TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$677,101TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K285IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BRASFIELD & GORRIE LLC
3021 7TH AVENUE SOUTHBIRMINGHAMAL35233CONSTRUCTION$18,013,589
ARAMARK SERVICES INC
CONNELL STUDENT CENTERMACON CAMPUS MAILGA31207FOOD SERVICE$8,383,892
NATL MANAGEMENT RESOURCES CORP
PO BOX 1224LAGRANGEGA30241CLEANING SERVICE$3,757,095
ORBIS EDUCATION SERVICES LLC
301 PENNSYLVANIA PARKWAY SUITE 400INDIANAPOLISAL46280ONLINE PROGRAM MANAGEMENT$3,452,731
SHERIDAN & CO
PO BOX 4441MACONGA31208CONSTRUCTION$3,293,519
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K118CntrctRcvdGreaterThan100KCnt
Fundraising$53,355FundraisingAmt
Government Grants$52,610,405GovernmentGrantsAmt
All Other Contributions$30,524,406AllOtherContributionsAmt
Noncash Contributions$9,309,951NoncashContributionsAmt
Total Contributions$83,188,166TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$253,507,680$253,507,680
AUXILIARY SERVICES900099$42,056,141$42,056,141
GOVERNMENT CONTRACTS541700$40,258,906$40,258,906
FieldValueIRS element (for citing)
Total Program Service Revenue$335,822,727TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,513,614TotalRevenueColumnAmt
Exclusion$7,513,614ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,088,677RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$5,344,213RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$744,464RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$744,464TotalRevenueColumnAmt
Exclusion$744,464ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,975,807SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,774,020SecuritiesAmt
Other$7,164OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,201,787SecuritiesAmt
Other-$7,164OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,194,623TotalRevenueColumnAmt
Exclusion$11,194,623ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$75,001FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$53,355ContriRptFundraisingEventAmt
Fundraising Direct Expenses$182,742FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$107,741TotalRevenueColumnAmt
Exclusion-$107,741ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$771,881GrossSalesOfInventoryAmt
Cost Of Goods Sold$823,982CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$52,101TotalRevenueColumnAmt
Exclusion-$52,101ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS900099$3,692,013$3,692,013
CONTRACTUAL PAYMENTS900099$1,827,748$1,827,748
AMORTIZATION OF BOND P900099$175,742$175,742

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,970TotalRevenueColumnAmt
Related Or Exempt Func Income$48,970RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,744,473OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$444,048,225TotalRevenueColumnAmt
Related Or Exempt Func Income$341,567,200RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,292,859ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$155,569TotalAmt
Program Services$155,569ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$94,860,057TotalAmt
Program Services$94,860,057ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,588,470TotalAmt
Program Services$1,846,877ProgramServicesAmt
Management And General$1,430,652ManagementAndGeneralAmt
Fundraising$310,941FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$136,414,830TotalAmt
Program Services$124,087,673ProgramServicesAmt
Management And General$10,867,323ManagementAndGeneralAmt
Fundraising$1,459,834FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,625,960TotalAmt
Program Services$7,074,673ProgramServicesAmt
Management And General$436,772ManagementAndGeneralAmt
Fundraising$114,515FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,804,096TotalAmt
Program Services$23,938,695ProgramServicesAmt
Management And General$1,477,913ManagementAndGeneralAmt
Fundraising$387,488FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,338,151TotalAmt
Program Services$7,735,379ProgramServicesAmt
Management And General$477,562ManagementAndGeneralAmt
Fundraising$125,210FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$614,647TotalAmt
Program Services$136,796ProgramServicesAmt
Management And General$477,851ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$568,031TotalAmt
Management And General$568,031ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$5,850TotalAmt
Management And General$5,850ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,926,485TotalAmt
Program Services$24,971,211ProgramServicesAmt
Management And General$1,776,914ManagementAndGeneralAmt
Fundraising$178,360FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,465,631TotalAmt
Program Services$1,366,748ProgramServicesAmt
Management And General$98,858ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,745,939TotalAmt
Program Services$11,404,298ProgramServicesAmt
Management And General$1,152,108ManagementAndGeneralAmt
Fundraising$189,533FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,060,811TotalAmt
Program Services$3,720,885ProgramServicesAmt
Management And General$1,308,209ManagementAndGeneralAmt
Fundraising$31,717FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$23,916TotalAmt
Program Services$23,916ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$906,591TotalAmt
Program Services$839,075ProgramServicesAmt
Management And General$67,516ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,294,201TotalAmt
Program Services$2,122,432ProgramServicesAmt
Management And General$111,627ManagementAndGeneralAmt
Fundraising$60,142FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,360,243TotalAmt
Program Services$7,662,476ProgramServicesAmt
Management And General$1,697,767ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,035,929TotalAmt
Program Services$15,578,709ProgramServicesAmt
Management And General$1,457,220ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,206,410TotalAmt
Program Services$4,240,330ProgramServicesAmt
Management And General$966,080ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OPERATIONS & MAINTENANC$26,101,010$23,797,650$2,301,259$2,101
LOAN ADMINISTRATION$2,118,204$2,118,204
PROGRAMS & EVENTS$1,970,410$1,397,840$443,133$129,437
DUES & MEMBERSHIP$1,062,324$532,853$527,425$2,046

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$964,071TotalAmt
Program Services$6,250,003ProgramServicesAmt
Management And General-$7,219,882ManagementAndGeneralAmt
Fundraising$5,808FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$389,289,694TotalAmt
Program Services$365,862,349ProgramServicesAmt
Management And General$20,430,188ManagementAndGeneralAmt
Fundraising$2,997,157FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,752,808BOYAmt
EOY$52,010,347EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,478,847BOYAmt
EOY$2,037,552EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,381,600BOYAmt
EOY$14,506,083EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$22,658,104BOYAmt
EOY$16,230,008EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$794,008BOYAmt
EOY$848,869EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$722,107,267LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$331,863,059LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$359,128,337BOYAmt
EOY$390,244,208EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$191,552,215BOYAmt
EOY$247,547,175EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$182,938,365BOYAmt
EOY$234,329,642EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$10,125,345BOYAmt
EOY$9,418,740EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,222,921BOYAmt
EOY$8,297,943EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$834,032,550BOYAmt
EOY$975,470,567EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,669,346BOYAmt
EOY$20,337,608EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,052,193BOYAmt
EOY$12,843,189EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$226,241,279BOYAmt
EOY$218,172,834EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$69,741,565BOYAmt
EOY$69,034,015EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,801,170BOYAmt
EOY$25,951,390EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$354,505,553BOYAmt
EOY$346,339,036EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$194,610,815BOYAmt
EOY$259,256,474EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$284,916,182BOYAmt
EOY$369,875,057EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$479,526,997BOYAmt
EOY$629,131,531EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$834,032,550BOYAmt
EOY$975,470,567EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$54,758,531ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$78,088,249NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$16,757,754OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,283,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,302,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,719,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,236,428CurrentTaxYearMinus1YearAmt
Current Tax Year$83,188,166CurrentTaxYearAmt
Total$458,729,743TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,283,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,302,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,719,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,236,428CurrentTaxYearMinus1YearAmt
Current Tax Year$83,188,166CurrentTaxYearAmt
Total$458,729,743TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,148,262SubstantialContributorsTotAmt
Public Support Total170$457,581,481PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,550,868CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,208,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,751,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,137,402CurrentTaxYearMinus1YearAmt
Current Tax Year$13,602,291CurrentTaxYearAmt
Total$52,250,624TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$16,950CurrentTaxYearMinus1YearAmt
Total$16,950TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,464,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,301,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,305,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$931,747CurrentTaxYearMinus1YearAmt
Current Tax Year$846,882CurrentTaxYearAmt
Total$17,850,157TotalAmt
FieldValueIRS element (for citing)
Total Support$528,847,474TotalSupportAmt
Gross Receipts Rltd Activities$1,470,140,350GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86520PublicSupportCY170Pct
Public Support PY1700.86950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME AMOUNTS REPORTED AS OTHER INCOME ON LINE 10 INCLUDE GROSS INCOME FROM FUNDRAISING EVENTS AND GROSS SALES OF INVENTORY.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$229,072DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$229,072TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationLOBBYING EXPENSES MERCER UNIVERSITY RETAINS TWO CONSULTANTS, HURT, NORTON, & ASSOCIATES, INC. AND RM2 CONSULTANTS, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFF PERSON WORKED TO SECURE STATE APPROPRIATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements2TotalEasementsCnt
Historic Structure Easements2HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement24.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$480ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$361,437,355BeginningYearBalanceAmt
Contributions$12,972,412ContributionsAmt
Investment Earnings Or Losses$107,212,953InvestmentEarningsOrLossesAmt
Other Expenditures$6,164,078OtherExpendituresAmt
End Year Balance$475,458,642EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$376,609,510BeginningYearBalanceAmt
Contributions$4,582,017ContributionsAmt
Investment Earnings Or Losses-$2,374,397InvestmentEarningsOrLossesAmt
Other Expenditures$17,379,775OtherExpendituresAmt
End Year Balance$361,437,355EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$345,981,665BeginningYearBalanceAmt
Contributions$12,243,092ContributionsAmt
Investment Earnings Or Losses$13,947,116InvestmentEarningsOrLossesAmt
Other Expenditures-$4,437,637OtherExpendituresAmt
End Year Balance$376,609,510EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$319,135,024BeginningYearBalanceAmt
Contributions$12,590,662ContributionsAmt
Investment Earnings Or Losses$22,797,059InvestmentEarningsOrLossesAmt
Other Expenditures$8,541,080OtherExpendituresAmt
End Year Balance$345,981,665EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$275,593,608BeginningYearBalanceAmt
Contributions$7,195,711ContributionsAmt
Investment Earnings Or Losses$31,313,290InvestmentEarningsOrLossesAmt
Other Expenditures-$5,032,415OtherExpendituresAmt
End Year Balance$319,135,024EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29268BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70732PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,649,548OtherCostOrOtherBasisAmt
Book Value$23,649,548BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$544,010,754OtherCostOrOtherBasisAmt
Depreciation$211,340,781DepreciationAmt
Book Value$332,669,973BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$246,876OtherCostOrOtherBasisAmt
Depreciation$158,382DepreciationAmt
Book Value$88,494BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,435,441OtherCostOrOtherBasisAmt
Depreciation$98,996,072DepreciationAmt
Book Value$22,439,369BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,764,648OtherCostOrOtherBasisAmt
Depreciation$21,367,824DepreciationAmt
Book Value$11,396,824BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$390,244,208TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$10,730,966F
HEDGED EQUITY FUNDS OF FUNDS$36,224,272F
PRIV EQTY & VENTURE CAP FUNDS$36,541,269F
REAL ASSETS$56,189,280F
MISCELLANEOUS INVESTMENTS$591,552F
REMAINDER INTEREST TRUSTS$6,874,392F
INTEREST IN PERPETUAL TRUSTS$87,177,911F
FieldValueIRS element (for citing)
Total Book Value Securities$234,329,642TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ACCRUED POSTRETIREMENT BENEFITS$826,158
LEASE OBLIGATIONS$95,793
ANNUITY OBLIGATIONS$3,039,230
ASSET RETIREMENT OBLIGATIONS$4,452,846
INTEREST RATE SWAPS$2,331,459
OTHER LIABILITIES$4,079,297
ADVANCES FROM FEDERAL GOVERNMENT$11,126,607
FieldValueIRS element (for citing)
Total Liability$25,951,390TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:CONSERVATION EASEMENT POLICY THE UNIVERSITY DOES NOT HAVE A FORMAL POLICY BUT THERE IS AN ESTABLISHED PROCEDURE. IT HAS BEEN OUR CONSISTENT PRACTICE TO COMPLY WITH ALL OF THE REQUIREMENTS SET FORTH BY THE GEORGIA STATE HISTORICAL PRESERVATION DIVISION AND ALL OTHER RULES AND GUIDELINES IN EFFECT FOR HISTORICAL PROPERTIES OWNED OR LEASED BY THE UNIVERSITY THAT ARE SUBJECT TO CONSERVATION EASEMENTS OR PRESERVATION COVENANTS. THE CONSERVATION EASEMENTS AND PRESERVATION COVENANTS HELD BY THE UNIVERSITY EXPRESSLY REQUIRE THAT THE SUBJECT PROPERTIES MUST BE PRESERVED IN ACCORDANCE WITH ALL APPLICABLE RULES AND GUIDELINES IN EFFECT FOR SUCH PROPERTIES. SPECIFICALLY, THE COVENANTS REQUIRE: (1) THAT THE UNIVERSITY ENSURE THE CONTINUED MAINTENANCE, REPAIR, AND ADMINISTRATION OF THE PROPERTY SO AS TO PRESERVE THE ARCHITECTURAL, HISTORICAL, OR ARCHAEOLOGICAL INTEGRITY OF THE SAME IN ORDER TO PROTECT AND ENHANCE THOSE QUALITIES THAT MADE THE SITE ELIGIBLE FOR LISTING IN THE NATIONAL REGISTER OF HISTORIC PLACES; (2) THAT NO VISUAL OR STRUCTURAL ALTERATIONS WILL BE MADE TO THE PROPERTY WITHOUT PRIOR WRITTEN PERMISSION OF THE STATE HISTORICAL PRESERVATION DIVISION; AND (3) THAT THE STATE HISTORICAL PRESERVATION DIVISION, ITS AGENTS, AND DESIGNEES SHALL HAVE THE RIGHT TO INSPECT THE PROPERTY AT ALL REASONABLE TIMES IN ORDER TO ASCERTAIN WHETHER OR NOT THE CONDITIONS OF THE COVENANT ARE BEING OBSERVED. THUS, IN PRACTICE, THE UNIVERSITY IS COMPLYING WITH ALL LEGAL REQUIREMENTS REGARDING THE MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS AND PRESERVATION COVENANTS IT HOLDS, AND THE WRITTEN DOCUMENTS MEMORIALIZING THE UNIVERSITY'S PRESERVATION COVENANTS EXPRESSLY REQUIRE COMPLIANCE WITH THESE LEGAL REQUIREMENTS, AS WELL.
PART II, LINE 9:CONSERVATION EASEMENT REPORTING WHEN MERCER UNIVERSITY RECEIVED THE FUNDS FOR THE GRAND OPERA HOUSE, THEY WERE REPORTED AS AUXILIARY REVENUE AND AUXILIARY EXPENSES. FUNDS SPENT ON CAPITAL ITEMS WERE REPORTED ON THE BALANCE SHEET AS A BUILDING RENOVATION. FUNDS RECEIVED FOR THE HARDEMAN BUILDING WERE RECORDED AS PRIVATE GIFTS/GRANTS AND OPERATIONS EXPENSES. FUNDS SPENT ON CAPITAL ITEMS WERE REPORTED ON THE BALANCE SHEET AS A BUILDING RENOVATION. THERE IS NO FOOTNOTE DESCRIBING MERCER UNIVERSITY'S ACCOUNTING FOR CONSERVATION EASEMENTS IN THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2021.
PART V, LINE 4:ENDOWMENT FUND THE CORPUS IS HELD IN PERPETUITY. THE EARNINGS (UNREALIZED, REALIZED, AND EARNINGS) ARE USED TO PAY INVESTMENT FEES FOR THE INDIVIDUAL FUNDS, PAY THE INVESTMENT ADVISOR, AND FUND THE ANNUAL APPROVED SPENDING ALLOCATION. THE SPENDING ALLOCATION FUNDS THE SPECIFIC EXPENSE FOR WHICH THE DONOR PROVIDED THE ENDOWMENT FUND.
PART X, LINE 2:FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A)OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY'S MANAGEMENT HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THAT IT DOES NOT HAVE MATERIAL UNRECOGNIZED TAX POSITIONS THAT SHOULD BE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR FISCAL YEAR 2021 OR 2020.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3MERCER'S RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS IS PUBLICLY AVAILABLE ON THEIR WEBSITE.
SCHEDULE E PART I, LINE 6AGOVERNMENT FINANCIAL AID & ASSISTANCE THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, HEALTH PROFESSIONS STUDENT LOANS, FEDERAL PARENT AND GRAD (PLUS) LOANS, OTHER VARIOUS FEDERAL LOAN PROGRAMS, FEDERAL TEACH GRANT, FEDERAL WORK STUDY PROGRAM, AND VETERANS EDUCATION PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA00PROGRAM SERVICESMERCER ON MISSION$171,387
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESMERCER ON MISSION$172,742
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$344,129SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$344,129TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PRESIDENT'S CLUB EVENTEvent1Nm
Gross Receipts Event1$58,275GrossReceiptsEvent1Amt
Charitable Contri Event1$27,750CharitableContriEvent1Amt
Gross Revenue Event1$30,525GrossRevenueEvent1Amt
Other Direct Expenses Event1$52,850OtherDirectExpensesEvent1Amt
Event2EXECUTIVE FORUMEvent2Nm
Gross Receipts Event2$42,700GrossReceiptsEvent2Amt
Charitable Contri Event2$20,500CharitableContriEvent2Amt
Gross Revenue Event2$22,200GrossRevenueEvent2Amt
Other Direct Expenses Event2$42,690OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$27,381GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$5,105CharitableContriOtherEventsAmt
Gross Revenue Other Events$22,276GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$87,202OthDirectExpnssOtherEventsAmt
Gross Receipts Total$128,356GrossReceiptsTotalAmt
Charitable Contributions Tot$53,355CharitableContributionsTotAmt
Gross Revenue Total Events$75,001GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$182,742OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$182,742DirectExpenseSummaryEventsAmt
Net Income Summary-$107,741NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
EAST GEORGIA HEALTHCARE CENTER INC
215 N COLEMAN STREETSWAINSBOROGA30401582001607501(C)(3)$125,773RESEARCH
HIGHLAND RIVERS CSB
1503 N TIBBS ROADDALTONGA30720582103386501(C)(3)$21,329RESEARCH
UGA RESEARCH FOUNDATION INC
475 NORTH LUMPKIN STREETATHENSGA30602581353149501(C)(3)$8,467RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AID ASSISTANCEGrantTypeTxt
Recipient6215RecipientCnt
Cash Grant$94,860,057CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationMONITORING USE OF GRANTS ASSISTANCE TO MERCER UNIVERSITY STUDENTS IN THE FORM OF SCHOLARSHIPS ARE AWARDED FOR THE PURPOSE OF AIDING WITH THE COST OF ATTENDING THE UNIVERSITY, I.E. FOR TUITION, HOUSING, AND MEALS. SCHOLARSHIPS ARE BASED ON ACADEMIC ACHIEVEMENT, NEED, AND OTHER DONOR REQUIREMENTS SUCH AS LOCATION OF RESIDENCE. MERCER UNIVERSITY HAS CRITERIA FOR THE ELIGIBILITY REQUIREMENTS NEEDED TO AWARD A SCHOLARSHIP. ACADEMIC SCHOLARSHIPS ARE BASED ON SAT SCORES AND GRADE POINT AVERAGES AND ARE AWARDED BY THE OFFICE OF ADMISSIONS. NEED BASED GRANTS ARE MADE BY THE OFFICE OF FINANCIAL PLANNING AND ARE MADE UTILIZING THE FEDERAL NEED FORMULA (FAFSA APPLICATION). STUDENTS MUST BE ENROLLED FULL-TIME TO RECEIVE UNIVERSITY SCHOLARSHIPS/GRANTS. GENERALLY SPEAKING, FAFSA DATA IS VERIFIED FOR STUDENTS WHO ARE SELECTED FOR VERIFICATION BY THE FEDERAL STUDENT AID PROGRAM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN HAWKINS
ASSOCIATE PROFESSOR$492,419$0$0$0$0$0$28,500$0$21,472$0$542,391$0$0$0
JEAN SUMNER
DEAN/PROFESSOR$419,438$0$0$0$0$0$25,459$0$18,773$0$463,670$0$0$0
LERA COX
ADJUNCT$368,594$0$0$0$0$0$28,500$0$21,497$0$418,591$0$0$0
WILLIAM UNDERWOOD
PRESIDENT/PROFESSOR OF LAW$339,589$0$0$0$0$0$28,500$0$21,498$0$389,587$0$0$0
JAMES NETHERTON
EXEC VP - ADMIN & FINANCE$332,393$0$0$0$0$0$28,500$0$21,498$0$382,391$0$0$0
DAVID DAVIS
PROVOST/PROFESSOR$313,826$0$0$0$0$0$28,500$0$26,805$0$369,131$0$0$0
JULIAN HUTCHINS
MEDICAL LAB DIR/ASST PROFE$301,807$0$0$0$0$0$24,650$0$24,559$0$351,016$0$0$0
JOHN KING JR
PROFESSOR$300,313$0$0$0$0$0$16,950$0$18,173$0$335,436$0$0$0
PENNY ELKINS
SR VP - ENROLLMENT MGMT$283,169$0$0$0$0$0$28,500$0$20,103$0$331,772$0$0$0
JOHN PATTERSON
SR VP - UNIV ADVANCEMENT$259,076$0$0$0$0$0$26,950$0$24,315$0$310,341$0$0$0
ANDREA MITCHELL
EXECUTIVE DIRECTOR$248,354$0$0$0$0$0$25,618$0$21,906$0$295,878$0$0$0
WILLIAM SOLOMON IV
SR VP & GENERAL COUNSEL$246,860$0$0$0$0$0$25,450$0$21,531$0$293,841$0$0$0
GARY GREGORY
HEAD MEN'S BASKETBALL COACH$289,167$0$0$0$0$0$0$0$1,021$0$290,188$0$0$0
LARRY BRUMLEY
SR VP - MARKETING COMM$238,823$0$0$0$0$0$24,365$0$17,608$0$280,796$0$0$0
KELLIE APPEL
SR VP - STRATEGIC INITIATI$230,202$0$0$0$0$0$14,400$0$23,689$0$268,291$0$0$0
JULIA DAVIS
AVP FINANCE & TREASURER$166,400$0$0$0$0$0$16,640$0$1,171$0$184,211$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE, PERSONAL SERVICES, AND CLUB DUES WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. PENNY ELKINS, MERCER UNIVERSITY SENIOR VICE PRESIDENT FOR ENROLLMENT MANAGEMENT, RECEIVED A PROVISION OF HOUSING FOR BUSINESS USE. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. THIS WAS NOT TREATED AS TAXABLE INCOME.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LYV42012-02-16$81,211,311SEE PART VI000
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LZJ02012-05-15$34,448,050SEE PART VI000
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C5814077800000000002013-05-30$70,350,273SEE PART VI000
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LG932015-07-17$79,547,573CONSTRUCTION/CAPITAL IMPROVEMENTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmt
A$32,126,311$81,211,311$81,211,3112012Yes (1)0Yes (1)Yes (1)
B$11,203,050$34,448,050$6,706,3972012Yes (1)0Yes (1)Yes (1)$454,670$27,286,984
C$10,027,147$70,350,273$58,060,2242013Yes (1)0Yes (1)Yes (1)$290,049$12,000,000
D$2,062,573$79,547,573201800Yes (1)Yes (1)$939,287$78,608,285

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)0.002000.001000.00300

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndBusiness Name Line2HedgeProviderName/BusinessNameLine2TxtTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A000Yes (1)0000Yes (1)
(no name)
B00Yes (1)00000Yes (1)
1271 COUNTERPARTY
C000Yes (1)0Yes (1)00Yes (1)CO3.30000000000000
(no name)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN FBOND A: REFUNDING ISSUE FOR SERIES 1999 BONDS (ISSUED 6/15/1999) AND SERIES 2003 BONDS (ISSUED 1/15/2003). BOND B: CONSTRUCTION AND CAPITAL IMPROVEMENTS TO CAMPUS BUILDINGS - $27,286,984 AND REFUNDING FOR SERIES 2006 BOND (ISSUED 5/19/2006) - $6,706,397. BOND C: REFUNDING ISSUE FOR SERIES 2006A BOND (ISSUED 5/19/2006), SERIES 2006C BOND (ISSUED 5/19/2006), AND SERIES 2011 BOND (ISSUED 10/19/2011).
SCHEDULE K, PART IV, LINE 2BBOND B: SIX MONTH EXCEPTION TO REBATE PER IRC SECTION 148(F)(4)(B)
SCHEDULE K, PART IV, LINE 2C
SCHEDULE K, PART IV, LINE 2CBOND A: DATE REBATE COMPUTATION WAS PERFORMED - 2/16/2014 BOND C: DATE REBATE COMPUTATION WAS PERFORMED - 5/30/2016 BOND D: DATE REBATE COMPUTATION WAS PERFORMED - 10/01/2018

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$6,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$9,810NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution41ContributionCnt
Noncash Contributions Rpt F990$6,851,791NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,430,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,916NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SUPPLIES1$4,406FMV
Yes (X)EQUIPMENT1$1,472FMV
Yes (X)MISCELLANEOUS2$105FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE M, LINE 32AFormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES MERCER UNIVERSITY USES THIRD PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1BRIEF MISSION MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE.
FORM 990, PART III, LINE 1ORGANIZATION'S MISSION MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER AND TO SERVE. IN FULFILLING THIS MISSION, THE UNIVERSITY SUPPORTS UNDERGRADUATE, GRADUATE, AND PROFESSIONAL LEARNING AS WELL AS BASIC RESEARCH AND ITS APPLICATION IN SERVICE TO OTHERS. AS A UNIVERSITY COMMITTED TO EXCELLENCE AND INNOVATION, MERCER CHALLENGES MEMBERS OF ITS COMMUNITY TO MEET AND EXCEED HIGH STANDARDS IN THEIR TEACHING, LEARNING, RESEARCH, SCHOLARSHIP AND SERVICE. FOUNDED BY BAPTISTS IN 1833, MERCER IS AN INDEPENDENT UNIVERSITY THAT REMAINS GROUNDED IN A TRADITION THAT EMBRACES FREEDOM OF THE MIND AND SPIRIT, CHERISHES THE EQUAL WORTH OF EVERY INDIVIDUAL, AND COMMITS TO SERVING THE NEEDS OF HUMANKIND. AS A REFLECTION OF THIS HERITAGE: O WE ENCOURAGE OUR STUDENTS TO DISCOVER AND DEVELOP FULLY THEIR UNIQUE COMBINATION OF GIFTS AND TALENTS TO BECOME LEADERS WHO MAKE A POSITIVE DIFFERENCE IN THE WORLD. O WE SEEK TO INSPIRE MEMBERS OF OUR COMMUNITY TO LIVE VIRTUOUS AND MEANINGFUL LIVES BY USING THEIR GIFTS AND TALENTS TO SERVE THE NEEDS OF HUMANKIND AS AN EXPRESSION OF THEIR LOVE FOR GOD AND NEIGHBOR. O WE SEEK TO ENRICH THE MIND AND SPIRIT BY PROMOTING AND FACILITATING AN OPEN AND RIGOROUS SEARCH FOR TRUTH AND UNDERSTANDING, INCLUDING AN EXAMINATION OF THE MORAL, RELIGIOUS AND ETHICAL QUESTIONS OF THIS AND EVERY AGE. O WE AFFIRM AND RESPECT THE DIGNITY AND SACRED WORTH OF EVERY PERSON AND CELEBRATE BOTH OUR COMMONALITIES AND OUR DIFFERENCES.
FORM 990, PART III, LINE 4APROGRAM SERVICE INSTRUCTION: THE UNIVERSITY HAS 12 COLLEGES AND SCHOOLS. THE UNIVERSITY'S PROGRAMS INCLUDE LIBERAL ARTS, BUSINESS, ENGINEERING, EDUCATION, MEDICINE, NURSING, PHARMACY, LAW, THEOLOGY, MUSIC AND HEALTH PROFESSIONS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OF HIGHER EDUCATION. THE UNIVERSITY SERVES OVER 9,000 DEGREE SEEKING STUDENTS IN THE 12 COLLEGES AND SCHOOLS. THE UNIVERSITY BESTOWED OVER 2,600 DEGREES FOR THE 2020-2021 SCHOOL YEAR. THE PEACE CORPS HAS NAMED MERCER AMONG THE TOP FOUR PEACE CORP PREP CERTIFICATE GRANTING INSTITUTIONS IN THE UNITED STATES. THE PROGRAM HAD 6 STUDENTS OFFERED APPOINTMENT TO THE PEACE CORPS IN 2020. THE UNIVERSITY'S INSTRUCTION PROVIDES A FOCUS ON UNDERGRADUATE RESEARCH BY PROVIDING STUDENTS WITH HANDS-ON EXPERIENCE THAT COMPLEMENTS THEIR EDUCATION. IN 2021, UNIVERSITY ENGINEERING STUDENTS ASSISTED INSTALLING SOLAR POWER SYSTEMS ON FIVE LOW INCOME MACON HOMES. ALSO, MORE THAN A DOZEN UNIVERSITY STUDENTS PARTICIPATED IN RESEARCH AT INSTITUTIONS ACROSS THE COUNTRY DURING THE 2021 SUMMER.
FORM 990, PART VI, SECTION A, LINE 2FAMILY RELATIONSHIPS MEMBERS OF THE BOARD CAROLYN MCAFEE BRUNER AND J. THOMAS MCAFEE, III HAVE A FAMILY RELATIONSHIP. MEMBERS OF THE BOARD NANCY A. GRACE AND DAVID E. LINCH HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF FORM 990 PRIOR TO FILING, THE FORM 990 WAS REVIEWED IN DETAIL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COPY OF THE FINALIZED FORM 990 WAS THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY AT EACH ANNUAL MEETING OF THE BOARD OF TRUSTEES, EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE OF THE UNIVERSITY IS REQUIRED (A) TO REVIEW THE INSTITUTION'S CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND KEY EMPLOYEES; (B) TO DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING THE UNIVERSITY; AND (C) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THE CONFLICT OF INTEREST POLICY. ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO LIST ON A DISCLOSURE FORM FOR TRUSTEES, OFFICERS, AND KEY EMPLOYEES THOSE SUBSTANTIVE RELATIONSHIPS THAT THEY MAINTAIN (OR MEMBERS OF THEIR FAMILIES MAINTAIN) WITH ORGANIZATIONS THAT DO BUSINESS WITH THE UNIVERSITY, OR THAT OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT THEIR INDEPENDENT, UNBIASED JUDGMENT IN LIGHT OF THEIR DECISION-MAKING AUTHORITY OR RESPONSIBILITY. IN THE EVENT A TRUSTEE, OFFICER OR KEY EMPLOYEE IS UNCERTAIN AS TO THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP, THE CHAIR OF THE BOARD OF TRUSTEES AND/OR THE PRESIDENT IS CONSULTED. THEY, IN TURN, MAY ELECT TO CONSULT WITH LEGAL COUNSEL, THE EXECUTIVE COMMITTEE, OR THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. THESE DISCLOSURE FORMS ARE COLLECTED BY THE SECRETARY OF THE CORPORATION, AND COPIES ARE PROVIDED ANNUALLY TO THE UNIVERSITY'S INDEPENDENT AUDITORS. TRUSTEES, OFFICERS, AND KEY EMPLOYEES WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST ARE REQUIRED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS ARE NOT ALLOWED TO VOTE OR BE PRESENT AT THE TIME OF THE VOTE ON SUCH TRANSACTIONS. WHENEVER THE BOARD OF TRUSTEES HOLDS A MEETING AT WHICH (A) A TRUSTEE'S, OFFICER'S, OR KEY EMPLOYEE'S FINANCIAL INTEREST IN A MATTER IS DISCLOSED, (B) A DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST IS MADE, OR (C) A TRANSACTION OR ARRANGEMENT WITH RESPECT TO WHICH A TRUSTEE, OFFICER, OR KEY EMPLOYEE HAS A CONFLICT OF INTEREST IS CONSIDERED, THE BOARD'S CONSIDERATION OF THESE ISSUES IS DOCUMENTED IN THE MINUTES OF THE MEETING. IN THE INTERIM BETWEEN ANNUAL MEETINGS, EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE HAS AN ONGOING OBLIGATION TO NOTIFY THE BOARD OF TRUSTEES PROMPTLY OF ANY ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST AS IT ARISES.
FORM 990, PART VI, SECTION B, LINE 15DETERMINING COMPENSATION THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE, COMPRISED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE EXECUTIVE COMMITTEE, AND THE CHAIR OF THE FINANCE, INVESTMENT AND PROPERTY COMMITTEE, EACH OF WHOM IS AN INDEPENDENT VOTING MEMBER OF THE UNIVERSITY'S GOVERNING BODY. ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION ARRANGEMENTS FOR THE PRESIDENT OF THE UNIVERSITY, AND ALSO REVIEWS THE COMPENSATION ARRANGEMENTS FOR EACH UNIVERSITY OFFICER AND OTHER KEY EMPLOYEE WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY TO ENSURE THAT SUCH COMPENSATION ARRANGEMENTS ARE REASONABLE. IN CARRYING OUT THIS PROCESS, THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE COMPARABILITY DATA AND CONCURRENTLY DOCUMENTS THE BASIS FOR ITS DELIBERATIONS AND DECISIONS. NO PERSON HAVING A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT FOR ANY UNIVERSITY OFFICER OR KEY EMPLOYEE IS PRESENT DURING THE DISCUSSION AND APPROVAL OF SUCH COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS (I.E., ARTICLES OF INCORPORATION AND BYLAWS) AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC BY POSTING THEM ON THE INSTITUTION'S WEB SITE (HTTP://WWW.MERCER.EDU). ON AN ANNUAL BASIS, THE UNIVERSITY MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY CONTINUING DISCLOSURE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM OF THE MUNICIPAL SECURITIES RULEMAKING BOARD (HTTP://EMMA.MSRB.ORG).
FORM 990, PART VI, SECTION A, LINE 1AVOTING BOARD MEMBERS THE AFFAIRS OF THE CORPORATION ARE MANAGED AND CONTROLLED BY A BOARD OF TRUSTEES, CONSISTING OF FORTY-FIVE (45) REGULAR MEMBERS WHO SERVE FOR TERMS OF FIVE (5) YEARS EACH. IN ADDITION, DURING THE TAX YEAR BEGINNING JULY 1, 2020 AND ENDING JUNE 30, 2021, THERE WERE THREE (3) LIFE TRUSTEES SERVING ON THE BOARD OF TRUSTEES. THE PRESIDENT OF THE UNIVERSITY ALSO SERVES AS AN EX OFFICIO MEMBER OF THE BOARD OF TRUSTEES. EACH OF THESE MEMBERS OF THE BOARD OF TRUSTEES HAS THE POWER TO VOTE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE POSSESSES AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND AFFAIRS OF THE CORPORATION IN ALL CASES IN WHICH SPECIFIC DIRECTION HAS NOT BEEN GIVEN BY THE BOARD. THE BYLAWS OF THE CORPORATION PROVIDE THAT THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN OF THE BOARD AND THE PRESIDENT EX OFFICIO AND NOT LESS THAN SEVEN (7) ADDITIONAL MEMBERS CHOSEN FROM THE MEMBERSHIP OF THE BOARD. ALL OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE VOTING MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 1BINDEPENDENT BOARD MEMBERS THE PRESIDENT OF THE UNIVERSITY, WHO SERVES AS AN EX OFFICIO VOTING MEMBER OF THE BOARD OF TRUSTEES, IS COMPENSATED AS AN OFFICER OF THE CORPORATION, AND IS THUS THE ONLY MEMBER OF THE CORPORATION'S GOVERNING BODY WHO IS NOT CONSIDERED TO BE INDEPENDENT.
FORM 990, PART XI, LINE 9:CHANGE IN SPLIT-INTEREST OBLIGATIONS -248,454. CHANGE IN FV OF INTEREST RATE SWAPS 955,780. NET CHANGE IN BENEFICIAL TRUSTS 16,050,428.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmt
MERCER MEDICINE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207204846017PRACTICE PLANGAMERCER UNIV
ABRAM PROPERTIES LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167PROPERTY INVGAMERCER UNIV
ALIEL PARK INVESTMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167PROPERTY INVGAMERCER UNIV
PRESCHOOL PROPERTIES LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167PROPERTY INVGAMERCER UNIV
DLESLIE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV
PIO NONO STABILIZATION LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV
MERCER GSA LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV$5,625,140$41,794,068
WM GRAY INVESTMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207823461279REAL ESTATEGAMERCER UNIV
MACON HISTORIC IMPROVEMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV
BARNEY'S INVESTMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207842891090REAL ESTATEGAMERCER UNIV
FARRPOINT STATION LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV
BROWNPHIL LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGAMERCER UNIV

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
SAVANNAH CTR FOR MED EDU & RES
1400 COLEMAN AVENUEMACONGA31207471772525REAL ESTATEGAMERCER UNIVEXCLUDED-$598,210$8,463,1610Yes (1)0.51000
BLJ TURNER HILL PARTNERS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207274075527REAL ESTATEGAMERCER UNIVEXCLUDED$886$243,971000.63120
TURNER HILL PROPERTIES LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207582031108REAL ESTATEGAMERCER UNIVEXCLUDED$5$785,312000.73640

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
REMAINDER INTEREST TRUSTS (27)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVT0
PERPETUAL TRUSTS (12)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVT0
BELL HOUSE MANAGER LLC
1400 COLEMAN AVENUEMACONGA31207TAX CREDITSGAMERCER UNIVCYes (1)465541566$81,729$2,720,7741.00000
TATTNALL ARTS MANAGER LLC
1400 COLEMAN AVENUEMACONGA31207TAX CREDITSGAMERCER UNIVCYes (1)472402459$93,601$3,532,8901.00000
HISTORIC CAPRICORN STUDIOS MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207TAX CREDITSGAMERCER UNIVCYes (1)580566167$4,811,8551.00000
HISTORIC NEW YORK CAFE MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207TAX CREDITSGAMERCER UNIVCYes (1)580566167$1,048,4111.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SAVANNAH CENTER FOR MEDICAL EDUCATION AND RESEARCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$84,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt