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THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202111349349304916
Schema version
2019v5.1
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)
Return2021-05-14T13:26:30-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

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)
In Care Of% WILLIAM G SOLOMONInCareOfNm
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
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWhitney B HebronPreparerPersonNm
PTINP01226647PTIN
Phone3362753394PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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 DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$425,653,528GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mercer.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionMercer University's mission is to teach, TO LEARN, TO CREATE, TO discover, to inspire, to empower, and to serve.ActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee4641TotalEmployeeCnt
Total Volunteers507TotalVolunteersCnt
Total Gross UBI$173,320TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$16,950NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$95,864,783PYContributionsGrantsAmt
CY Contributions Grants$105,236,428CYContributionsGrantsAmt
PY Program Service Revenue$283,972,535PYProgramServiceRevenueAmt
CY Program Service Revenue$286,911,700CYProgramServiceRevenueAmt
PY Investment Income$9,888,395PYInvestmentIncomeAmt
CY Investment Income$6,354,784CYInvestmentIncomeAmt
PY Other Revenue$6,297,706PYOtherRevenueAmt
CY Other Revenue$8,030,113CYOtherRevenueAmt
PY Total Revenue$396,023,419PYTotalRevenueAmt
CY Total Revenue$406,533,025CYTotalRevenueAmt
PY Grants And Similar Paid$92,396,326PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$92,405,170CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$169,223,295PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$175,901,163CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,982,030CYTotalFundraisingExpenseAmt
PY Other Expenses$108,897,171PYOtherExpensesAmt
CY Other Expenses$110,077,553CYOtherExpensesAmt
PY Total Expenses$370,516,792PYTotalExpensesAmt
CY Total Expenses$378,383,886CYTotalExpensesAmt
PY Revenues Less Expenses$25,506,627PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$28,149,139CYRevenuesLessExpensesAmt
Total Assets BOY$808,696,382TotalAssetsBOYAmt
Total Assets EOY$834,032,550TotalAssetsEOYAmt
Total Liabilities BOY$351,943,147TotalLiabilitiesBOYAmt
Total Liabilities EOY$354,505,553TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$456,753,235NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$479,526,997NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERCER 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 MEANINGFULMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$107,667,425ExpenseAmt
Revenue$249,699,560RevenueAmt
DescInstruction: The University has 12 colleges and schools. The Universitys 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 2019-2020 school year. The Peace Corps has named Mercer among the top five Peace Corp Prep Certificate granting institutions in the United States. The program had a record 12 students offered appointment to the Peace Corps. The Universitys instruction provides a focus on undergraduate research. The University has been recognized among the 50 leading universities in the United States for undergraduate research. 54% of the Universitys seniors are engaged in individualized research with faculty. The University had 202 students who were to present at regional and national conferences in 2020.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$92,346,790ExpenseAmt
Grant$92,346,790GrantAmt
DescScholarships: These expenses are related to the support provided to the Universitys 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 Universitys students received scholarships and discounts.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$58,263,295ExpenseAmt
Revenue$37,212,140RevenueAmt
DescAuxiliary Services: The Universitys 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 Universitys student residences.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$44,981,475$17,809Research
$28,819,808Academic Support$7,086,460
$26,751,075Student Services
$2,651,461Institutional Support
$2,270,244$40,571Public Service
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$105,474,063TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$58,380TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$7,086,460TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$363,751,573TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document865IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4641EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM G SOLOMONPersonNm
Phone4783012771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
JOHN HAWKINS
ASSOCIATE PROFESSOR55.00.0Yes (X)$492,756$0$63,801
JEAN SUMNER
DEAN/PROFESSOR55.00.0$411,566$0$58,023Yes (X)
LERA COX
DEAN/PROFESSOR55.00.0Yes (X)$368,736$0$63,801
WILLIAM UNDERWOOD
PRESIDENT/PROFESSOR OF LAW55.00.0$344,179$0$63,711Yes (X)Yes (X)
JAMES NETHERTON
EXEC VP - ADMIN & FINANCE55.00.0$327,731$0$63,803Yes (X)
JULIAN HUTCHINS
MEDICAL LAB DIR/ASST PROFESSOR55.00.0Yes (X)$316,803$0$74,449
DAVID DAVIS
PROVOST/PROFESSOR55.00.0$310,423$0$78,368Yes (X)
JOHN KING JR
PROFESSOR55.00.0Yes (X)$305,064$0$49,390
JEFFREY STEPHENS
MEDICAL DIR/CHAIR OF INT MED55.00.0Yes (X)$280,242$0$70,696
JOHN PATTERSON
SR VP - UNIV ADVANCEMENT55.00.0$263,036$0$72,406Yes (X)
PENNY ELKINS
SR VP - ENROLLMENT MGMT/PROF55.00.0$278,268$0$55,699Yes (X)
WILLIAM SOLOMON IV
SR VP & GENERAL COUNSEL55.00.0$244,198$0$61,268Yes (X)
ANDREA MITCHELL
EXECUTIVE DIRECTOR55.00.0$238,851$0$60,842Yes (X)
LARRY BRUMLEY
SR VP - MARKETING COMM55.00.0$235,865$0$57,534Yes (X)
KELLIE APPEL
SR VP - STRATEGIC INITIATIVES55.00.0$225,680$0$60,323Yes (X)
ANITA GUSTAFSON
DEAN/PROFESSOR OF HISTORY55.00.0$152,120$0$56,719Yes (X)
JULIA DAVIS
AVP FINANCE & TREASURER55.00.0$163,375$0$19,609Yes (X)
Cathy Adams
Board Chair1.00.0$0$0$0Yes (X)
Curtis G Anderson
Director1.00.0$0$0$0Yes (X)
William H Anderson II
Director1.00.0$0$0$0Yes (X)
Barbara Baugh
Director1.00.0$0$0$0Yes (X)
G Holmes Bell IV
Director1.00.0$0$0$0Yes (X)
Thomas P Bishop
Director1.00.0$0$0$0Yes (X)
Carolyn McAfee Bruner
Director1.00.0$0$0$0Yes (X)
Malcolm S Burgess Jr
Director1.00.0$0$0$0Yes (X)
G Marshall Butler Sr
Director Until 11/7/191.00.0$0$0$0Yes (X)
Charles L Cantrell III
Director1.00.0$0$0$0Yes (X)
James Earl Carter Jr
Director1.00.0$0$0$0Yes (X)
Ashley A Copelan
Director Until 11/7/191.00.0$0$0$0Yes (X)
Milton L Cruz
Director1.00.0$0$0$0Yes (X)
Heather Darden
Director From 11/8/191.00.0$0$0$0Yes (X)
Patricia B Dash
Director Until 11/7/191.00.0$0$0$0Yes (X)
Dwight J Davis
Director1.00.0$0$0$0Yes (X)
Hon Nathan Deal
Director From 11/8/191.00.0$0$0$0Yes (X)
Hon Sarah L Doyle
Director1.00.0$0$0$0Yes (X)
Hon W Homer Drake Jr
Director1.00.0$0$0$0Yes (X)
Dr James C Elder Jr
Director1.00.0$0$0$0Yes (X)
Gene Gabbard
Director From 11/8/191.00.0$0$0$0Yes (X)
Nancy A Grace
Director1.00.0$0$0$0Yes (X)
Benjamin W Griffith III
Director1.00.0$0$0$0Yes (X)
William Andrew Haggard
Director Until 11/7/191.00.0$0$0$0Yes (X)
Robert F Hatcher
Director1.00.0$0$0$0Yes (X)
Dr Roy Head
Director From 11/8/191.00.0$0$0$0Yes (X)
Dr James N Hollingsworth Jr
Director1.00.0$0$0$0Yes (X)
David E Hudson
Director Until 11/7/191.00.0$0$0$0Yes (X)
Genelle Jennings
Director1.00.0$0$0$0Yes (X)
Dr Stanley Demetrius Jones
Director From 11/8/191.00.0$0$0$0Yes (X)
Dr Shaun King
Director1.00.0$0$0$0Yes (X)
Dr Spencer B King III
Director1.00.0$0$0$0Yes (X)
J Curtis Lewis III
Director1.00.0$0$0$0Yes (X)
David E Linch
Director1.00.0$0$0$0Yes (X)
Julie Whidden Long
Director Until 11/7/191.00.0$0$0$0Yes (X)
A Rabun A Matthews III
Director1.00.0$0$0$0Yes (X)
J Thomas McAfee III
Director1.00.0$0$0$0Yes (X)
Hon M Yvette Miller
Director From 11/8/191.00.0$0$0$0Yes (X)
Jackie Baugh Moore
Director1.00.0$0$0$0Yes (X)
Hon Maxine Cynthia Morris
Director1.00.0$0$0$0Yes (X)
William A Moye
Director1.00.0$0$0$0Yes (X)
J Reg Murphy
Director1.00.0$0$0$0Yes (X)
Mary Diane Owens
Director1.00.0$0$0$0Yes (X)
W Carl Reynolds
Director1.00.0$0$0$0Yes (X)
Peter Robinson
Director1.00.0$0$0$0Yes (X)
Dr Joe Sam Robinson Jr
Director1.00.0$0$0$0Yes (X)
Honorable W Louis Sands
Director Until 11/7/191.00.0$0$0$0Yes (X)
Richard A Schneider
Director1.00.0$0$0$0Yes (X)
Edward Schutter Jr
Director Until 11/7/191.00.0$0$0$0Yes (X)
Chris R Sheridan Jr
Director1.00.0$0$0$0Yes (X)
J Daniel Speight
Director Until 11/7/191.00.0$0$0$0Yes (X)
Dr Barbara Brown Taylor
Director1.00.0$0$0$0Yes (X)
James William Thomas Jr
Director From 11/8/191.00.0$0$0$0Yes (X)
Hon Marc Treadwell
Director From 11/8/191.00.0$0$0$0Yes (X)
William Bradley Turner Jr
Director From 11/8/191.00.0$0$0$0Yes (X)
Raymond M Warren III
Director1.00.0$0$0$0Yes (X)
Jerry S Wilson
Director1.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,958,893TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,030,442TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K278IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INC
CONNELL STUDENT CENTERMACON CAMPUS MAILGA31207FOOD SERVICE$8,861,774
SHERIDAN CO
PO BOX 4441MACONGA31208CONSTRUCTION$6,717,028
BHI CONSTRUCTION INC
1172 HIGHTOWER ROADMACONGA31206CONSTRUCTION$5,963,072
NATL MANAGEMENT RESOURCES CORP
PO BOX 1224LAGRANGEGA30241CLEANING SERVICE$3,695,606
ShapeFidelity Inc
107 RIVERCREST CIRCLENEW MARKETAL35761DATA PROCESSING$2,856,800
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K105CntrctRcvdGreaterThan100KCnt
Fundraising$118,057FundraisingAmt
Government Grants$79,725,490GovernmentGrantsAmt
All Other Contributions$25,392,881AllOtherContributionsAmt
Noncash Contributions$6,423,686NoncashContributionsAmt
Total Contributions$105,236,428TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$249,699,560$249,699,560
AUXILIARY SERVICES900099$37,212,140$37,212,140
FieldValueIRS element (for citing)
Total Program Service Revenue$286,911,700TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,209,582TotalRevenueColumnAmt
Unrelated Business Revenue-$193,549UnrelatedBusinessRevenueAmt
Exclusion$8,403,131ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,927,820RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$5,103,005RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$824,815RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$824,815TotalRevenueColumnAmt
Exclusion$824,815ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,028,882SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,608,977SecuritiesAmt
Other$274,703OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,580,095SecuritiesAmt
Other-$274,703OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,854,798TotalRevenueColumnAmt
Unrelated Business Revenue$15,147UnrelatedBusinessRevenueAmt
Exclusion-$1,869,945ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$87,244FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$118,057ContriRptFundraisingEventAmt
Fundraising Direct Expenses$256,599FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$169,355TotalRevenueColumnAmt
Exclusion-$169,355ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$813,690GrossSalesOfInventoryAmt
Cost Of Goods Sold$877,219CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$63,529TotalRevenueColumnAmt
Exclusion-$63,529ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS900099$5,359,970$5,008,248$351,722
CONTRACTUAL PAYMENTS900099$1,829,354$1,829,354
AMORTIZATION OF BOND PREMIUM/DISCOUNT900099$175,743$175,743

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,115TotalRevenueColumnAmt
Related Or Exempt Func Income$73,115RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,438,182OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$406,533,025TotalRevenueColumnAmt
Related Or Exempt Func Income$293,998,160RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$173,320UnrelatedBusinessRevenueAmt
Exclusion$7,125,117ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$58,380TotalAmt
Program Services$58,380ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$92,346,790TotalAmt
Program Services$92,346,790ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,615,514TotalAmt
Program Services$3,924,348ProgramServicesAmt
Management And General$1,381,622ManagementAndGeneralAmt
Fundraising$309,544FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$130,075,661TotalAmt
Program Services$119,144,078ProgramServicesAmt
Management And General$9,519,780ManagementAndGeneralAmt
Fundraising$1,411,803FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,585,064TotalAmt
Program Services$6,938,121ProgramServicesAmt
Management And General$534,489ManagementAndGeneralAmt
Fundraising$112,454FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,352,108TotalAmt
Program Services$22,275,075ProgramServicesAmt
Management And General$1,715,997ManagementAndGeneralAmt
Fundraising$361,036FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,272,816TotalAmt
Program Services$7,567,213ProgramServicesAmt
Management And General$582,953ManagementAndGeneralAmt
Fundraising$122,650FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$365,471TotalAmt
Program Services$104,594ProgramServicesAmt
Management And General$260,877ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$313,580TotalAmt
Management And General$313,580ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,547,831TotalAmt
Program Services$24,971,815ProgramServicesAmt
Management And General$1,398,132ManagementAndGeneralAmt
Fundraising$177,884FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,343,449TotalAmt
Program Services$1,239,319ProgramServicesAmt
Management And General$103,475ManagementAndGeneralAmt
Fundraising$655FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,248,402TotalAmt
Program Services$10,171,918ProgramServicesAmt
Management And General$914,725ManagementAndGeneralAmt
Fundraising$161,759FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,063,512TotalAmt
Program Services$2,750,016ProgramServicesAmt
Management And General$1,291,600ManagementAndGeneralAmt
Fundraising$21,896FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$14,705TotalAmt
Program Services$14,705ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$657,927TotalAmt
Program Services$656,727ProgramServicesAmt
Management And General$1,200ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,618,647TotalAmt
Program Services$4,287,100ProgramServicesAmt
Management And General$239,169ManagementAndGeneralAmt
Fundraising$92,378FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,151,271TotalAmt
Program Services$10,151,271ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,210,056TotalAmt
Program Services$17,210,056ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,840,839TotalAmt
Program Services$4,075,051ProgramServicesAmt
Management And General$765,788ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OPERATIONS & MAINTENANCE$17,296,086$16,973,957$321,391$738
LOAN ADMINISTRATION$2,727,444$2,727,444
PROGRAMS & EVENTS$2,617,793$2,047,415$412,184$158,194
DUES & MEMBERSHIP$1,064,803$645,576$417,129$2,098

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,995,737TotalAmt
Program Services$13,470,604ProgramServicesAmt
Management And General-$8,523,808ManagementAndGeneralAmt
Fundraising$48,941FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$378,383,886TotalAmt
Program Services$363,751,573ProgramServicesAmt
Management And General$11,650,283ManagementAndGeneralAmt
Fundraising$2,982,030FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$30,237,308BOYAmt
EOY$43,752,808EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,090,790BOYAmt
EOY$2,478,847EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,353,393BOYAmt
EOY$14,381,600EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,533,635BOYAmt
EOY$22,658,104EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$813,570BOYAmt
EOY$794,008EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$676,647,674LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$317,519,337LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$360,470,687BOYAmt
EOY$359,128,337EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$200,784,866BOYAmt
EOY$191,552,215EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$179,724,796BOYAmt
EOY$182,938,365EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$11,009,499BOYAmt
EOY$10,125,345EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,677,838BOYAmt
EOY$6,222,921EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$808,696,382BOYAmt
EOY$834,032,550EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,344,358BOYAmt
EOY$12,669,346EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,472,513BOYAmt
EOY$9,052,193EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$233,631,402BOYAmt
EOY$226,241,279EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$60,587,347BOYAmt
EOY$69,741,565EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,907,527BOYAmt
EOY$36,801,170EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$351,943,147BOYAmt
EOY$354,505,553EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$169,669,639BOYAmt
EOY$194,610,815EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$287,083,596BOYAmt
EOY$284,916,182EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$456,753,235BOYAmt
EOY$479,526,997EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$808,696,382BOYAmt
EOY$834,032,550EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$28,149,139ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,906,561NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,468,816OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$76,797,917CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,283,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,302,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,719,142CurrentTaxYearMinus1YearAmt
Current Tax Year$105,236,428CurrentTaxYearAmt
Total$452,339,494TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,797,917CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,283,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,302,455CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,719,142CurrentTaxYearMinus1YearAmt
Current Tax Year$105,236,428CurrentTaxYearAmt
Total$452,339,494TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,352,899SubstantialContributorsTotAmt
Public Support Total170$450,986,595PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,873,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,550,868CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,208,725CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,751,338CurrentTaxYearMinus1YearAmt
Current Tax Year$14,137,402CurrentTaxYearAmt
Total$44,522,249TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,781,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,464,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,301,764CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,305,257CurrentTaxYearMinus1YearAmt
Current Tax Year$931,747CurrentTaxYearAmt
Total$21,784,672TotalAmt
FieldValueIRS element (for citing)
Total Support$518,663,365TotalSupportAmt
Gross Receipts Rltd Activities$1,387,483,090GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86952PublicSupportCY170Pct
Public Support PY1700.86701PublicSupportPY170Pct
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)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$224,231DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$224,231TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

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 MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement24.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$480ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$251,100,662BeginningYearBalanceAmt
Contributions$3,324,432ContributionsAmt
Investment Earnings Or Losses-$8,961,233InvestmentEarningsOrLossesAmt
Other Expenditures-$30,129,747OtherExpendituresAmt
End Year Balance$275,593,608EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29770BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70230PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,333,239OtherCostOrOtherBasisAmt
Book Value$20,333,239BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$503,481,180OtherCostOrOtherBasisAmt
Depreciation$202,054,621DepreciationAmt
Book Value$301,426,559BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$246,876OtherCostOrOtherBasisAmt
Depreciation$145,738DepreciationAmt
Book Value$101,138BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$120,668,610OtherCostOrOtherBasisAmt
Depreciation$95,136,279DepreciationAmt
Book Value$25,532,331BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,917,769OtherCostOrOtherBasisAmt
Depreciation$20,182,699DepreciationAmt
Book Value$11,735,070BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$359,128,337TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$1,145,427F
HEDGED EQUITY FUNDS OF FUNDS$33,295,122F
PRIV EQTY & VENTURE CAP FUNDS$22,687,663F
REAL ASSETS$48,240,973F
MISCELLANEOUS INVESTMENTS$601,460F
REMAINDER INTEREST TRUSTS$5,840,237F
INTEREST IN PERPETUAL TRUSTS$71,127,483F
FieldValueIRS element (for citing)
Total Book Value Securities$182,938,365TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
ACCRUED POSTRETIREMENT BENEFITS$875,128
CAPITAL LEASE OBLIGATIONS$126,610
DUE TO RELATED ENTITY$113,811
ANNUITY OBLIGATIONS$2,802,455
ASSET RETIREMENT OBLIGATIONS$4,722,416
INTEREST RATE SWAPS$3,287,239
OTHER LIABILITIES$2,632,834
ADVANCES FROM FEDERAL GOVERNMENT$12,367,505
ADVANCES FROM STATE GOVERNMENT$9,873,172
FieldValueIRS element (for citing)
Total Liability$36,801,170TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 5Conservation 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 Universitys preservation covenants expressly require compliance with these legal requirements, as well.
Schedule D, Part II, Line 9Conservation 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, 2020.
Schedule D, Part V, Line 4Endowment 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.
Schedule D, Part X, Line 2FIN 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 2020 or 2019.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3PUBLICATION OF NONDISCRIMINATORY POLICY Mercers 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 (9 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the PacificProgram ServicesMERCER ON MISSION$317,487
Central America and the CaribbeanProgram ServicesMERCER ON MISSION$42,780
Sub-Saharan AfricaProgram ServicesMERCER ON MISSION$37,428
South AsiaProgram ServicesMERCER ON MISSION$24,908
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$54,697
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$75,512
Middle East and North AfricaProgram ServicesSTUDY ABROAD$18,202
South AsiaProgram ServicesSTUDY ABROAD$17,622
Sub-Saharan AfricaProgram ServicesINTERNSHIP$17,982
FieldValueIRS element (for citing)
Subtotal Spent$606,618SubtotalSpentAmt
Total Spent$606,618TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Author's LunchEvent1Nm
Gross Receipts Event1$63,104GrossReceiptsEvent1Amt
Charitable Contri Event1$47,757CharitableContriEvent1Amt
Gross Revenue Event1$15,347GrossRevenueEvent1Amt
Other Direct Expenses Event1$63,062OtherDirectExpensesEvent1Amt
Event2First PitchEvent2Nm
Gross Receipts Event2$50,600GrossReceiptsEvent2Amt
Charitable Contri Event2$10,000CharitableContriEvent2Amt
Gross Revenue Event2$40,600GrossRevenueEvent2Amt
Other Direct Expenses Event2$36,690OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$91,597GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$60,300CharitableContriOtherEventsAmt
Gross Revenue Other Events$31,297GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$156,847OthDirectExpnssOtherEventsAmt
Gross Receipts Total$205,301GrossReceiptsTotalAmt
Charitable Contributions Tot$118,057CharitableContributionsTotAmt
Gross Revenue Total Events$87,244GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$256,599OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$256,599DirectExpenseSummaryEventsAmt
Net Income Summary-$169,355NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UGA RESEARCH FOUNDATION INC
475 NORTH LUMPKIN STREETATHENSGA30602581353149501(c)(3)$17,809Research
United Way of Central Georgia Inc
PO 1302MACONGA31202580639811501(c)(3)$40,571General Operations
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AID ASSISTANCEGrantTypeTxt
Recipient6124RecipientCnt
Cash Grant$92,346,790CashGrantAmt

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 (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
KELLIE APPEL
SR VP - STRATEGIC INITIATIVES$225,680$14,100$46,223$286,003
LARRY BRUMLEY
SR VP - MARKETING COMM$235,865$24,083$33,451$293,399
LERA COX
DEAN/PROFESSOR$368,736$28,000$35,801$432,537
DAVID DAVIS
PROVOST/PROFESSOR$310,423$28,000$50,368$388,791
JULIA DAVIS
AVP FINANCE & TREASURER$163,375$16,438$3,171$182,984
PENNY ELKINS
SR VP - ENROLLMENT MGMT/PROF$278,268$28,000$27,699$333,967
ANITA GUSTAFSON
DEAN/PROFESSOR OF HISTORY$152,120$15,640$41,079$208,839
JOHN HAWKINS
ASSOCIATE PROFESSOR$492,756$28,000$35,801$556,557
JULIAN HUTCHINS
MEDICAL LAB DIR/ASST PROFESSOR$316,803$25,358$49,091$391,252
JOHN KING JR
PROFESSOR$305,064$16,905$32,485$354,454
ANDREA MITCHELL
EXECUTIVE DIRECTOR$238,851$24,634$36,208$299,693
JAMES NETHERTON
EXEC VP - ADMIN & FINANCE$327,731$28,000$35,803$391,534
JOHN PATTERSON
SR VP - UNIV ADVANCEMENT$263,036$26,575$45,831$335,442
WILLIAM SOLOMON IV
SR VP & GENERAL COUNSEL$244,198$25,125$36,143$305,466
JEFFREY STEPHENS
MEDICAL DIR/CHAIR OF INT MED$280,242$27,223$43,473$350,938
JEAN SUMNER
DEAN/PROFESSOR$411,566$24,970$33,053$469,589
WILLIAM UNDERWOOD
PRESIDENT/PROFESSOR OF LAW$344,179$28,000$35,711$407,890

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. 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 VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LZJ02012-05-15$34,448,050SEE PART VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C5814077800000000002013-05-30$70,350,273SEE PART VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LG932015-07-17$79,547,573CONSTRUCTION/CAPITAL IMPROVEMENTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$28,356,311$0$81,211,311$0$0$0$0$0$0$0$81,211,311$02012Yes (true)falseYes (true)Yes (true)
B$9,473,050$0$34,448,050$0$0$0$454,670$0$0$27,286,984$6,706,397$02012Yes (true)falseYes (true)Yes (true)
C$8,134,444$0$70,350,273$0$0$0$290,049$0$0$12,000,000$58,060,224$02013Yes (true)falseYes (true)Yes (true)
D$0$0$79,547,573$0$0$0$939,287$0$0$78,608,285$0$02018falsefalseYes (true)Yes (true)

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 ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.001000.001000.00200falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndException To RebateExceptionToRebateIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
Bfalsefalsefalsefalse0falseYes (true)Yes (true)
1271 Counterparty Co
CfalseYes (true)falseYes (true)false0falseYes (true)3.3falsefalse
0
DfalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (3 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 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

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$11,370NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp

Intellectual Property IntellectualPropertyGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$22NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution45ContributionCnt
Noncash Contributions Rpt F990$2,102,976NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,285,710NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,792NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$1,910NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$4,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MUSIC EQUIPMENT1$4,033FMV
Yes (X)MISCELLANEOUS2$2,073FMV
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2019 and ending June 30, 2020, 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 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 15a & 15BDETERMINING 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 XI, LINE 9OTHER CHANGES IN NET ASSETS CHANGE IN SPLIT-INTEREST OBLIGATIONS 214,589 CHANGE IN FV OF INTEREST RATE SWAPS (1,026,611) NET CHANGE IN BENEFICIAL TRUSTS (656,794) ------------ TOTAL (1,468,816)
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. MEMBERS OF THE BOARD BARBARA BAUGH AND JACKIE BAUGH MOORE HAVE A FAMILY RELATIONSHIP.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmt
Mercer Medicine LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207204846017Practice PlanGA$0Mercer Univ
Abram properties LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167Property InvGA$0Mercer Univ
Aliel Park Investments LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167property InvGA$0Mercer Univ
Preschool Properties LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167Property InvGA$0Mercer Univ
DLESLIE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0Mercer Univ
Pio Nono Stabilization LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0Mercer Univ
BELL HOUSE MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167TAX CREDITSGA$2,486,869Mercer Univ$150,000
TATTNALL ARTS MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207472402459TAX CREDITSGA$3,231,522Mercer Univ$232,239
Mercer GSA LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167Real estateGA$42,534,973Mercer Univ$5,377,595
Historic Capricorn Studios Manager LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167TAX CREDITSGA$3,689,757Mercer Univ$0
Historic New York Caf Manager LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167TAX CREDITSGA$999,956Mercer Univ$86

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SAVANNAH CTR FOR MED EDU & RESEARCH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 COLEMAN AVENUEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
EIN471772525EIN
Primary ActivitiesReal EstatePrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Mercer UnivBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Share Of Total Income-$599,494ShareOfTotalIncomeAmt
Share Of EOY Assets$7,089,611ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
General Or Managing PartnerYes (true)GeneralOrManagingPartnerInd
Ownership0.51000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxt
REMAINDER INTERST TRUSTS (30)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
PERPETUAL TRUSTS (12)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd