BIRMINGHAM-SOUTHERN COLLEGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BIRMINGHAM-SOUTHERN COLLEGE (EIN 63-0288811)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-13
- IRS object ID
- 202121039349301502
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-13T17:25:23-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Peachtree Street Suite 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303094516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birmingham-Southern College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LANE ESTES | InCareOfNm |
| Business Name Control | BIRM | BusinessNameControlTxt |
| Phone | 2052264630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Arkadelphia Road | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANE ESTES | PersonNm |
| Person Title | VP for Admin and COO | PersonTitleTxt |
| Phone | 2052264630 | PhoneNum |
| Signature | 2021-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Feinsmith | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 4046886841 | PhoneNum |
| Preparation | 2021-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Daniel Coleman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Arkadelphia Road | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,095,839 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bsc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 833 | TotalEmployeeCnt |
| Total Volunteers | 331 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,877,137 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,949,239 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,375,708 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,719,147 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,378,356 | PYInvestmentIncomeAmt |
| CY Investment Income | $276,329 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,480 | PYOtherRevenueAmt |
| CY Other Revenue | $240,164 | CYOtherRevenueAmt |
| PY Total Revenue | $45,789,681 | PYTotalRevenueAmt |
| CY Total Revenue | $47,184,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,617,959 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,878,745 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,720,124 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,055,231 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $80,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,052,052 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,128,594 | PYOtherExpensesAmt |
| CY Other Expenses | $21,797,315 | CYOtherExpensesAmt |
| PY Total Expenses | $54,546,677 | PYTotalExpensesAmt |
| CY Total Expenses | $55,731,291 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,756,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,546,412 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $159,285,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,253,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,756,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,263,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $111,529,044 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,989,124 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $26,178,271 | ExpenseAmt |
| Grant | $10,878,745 | GrantAmt |
| Revenue | $36,719,147 | RevenueAmt |
| Desc | EDUCATIONAL OPPORTUNITIES FOR STUDENTS DURING THE 2019-2020 SCHOOL YEAR- THE TOTAL EXPERIENCE AT BSC FOCUSES ON THE STUDENT AND THEIR INTELLECTUAL AND ETHICAL DEVELOPMENT. WE OFFER THEM OPPORTUNITIES FOR SPIRITUAL AND PHYSICAL WELL BEING, AND OUR ACADEMIC PROGRAM CHALLENGES THEM TO UNDERSTAND A RANGE OF DISCIPLINES, WHILE REQUIRING THE IN-DEPTH STUDY OF ONE. THERE IS MUCH ABOUT OUR COLLEGE THAT IS DISTINCT. WE HAVE A DEDICATED FACULTY WHO MAINTAIN THEIR TRADITION OF UNDERGRADUATE SCHOLARSHIP AND RESEARCH; WE HAVE AN EXPLORATION TERM; AND WE EMPHASIZE LEADERSHIP STUDIES AND SERVICE-LEARNING, CROSS-CULTURAL OPPORTUNITIES, ON- AND OFF-CAMPUS MENTOR RELATIONSHIPS, AND AN EDUCATION WITHIN A LIBERAL ARTS CONTEXT. The college has successfully completed its 5th year SACS review during the fiscal year 19-20. THE REACCREDITATION WAS GRANTED IN THE BEGINNING OF THE 2015 FISCAL YEAR. | Desc |
| Total Program Service Expenses | $26,178,271 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 833 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANE ESTES | PersonNm |
| Phone | 2052264640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Daniel B Coleman | ||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $239,136 | $0 | $25,779 | |
| Eli H Phillips Jr | ||||||||
| CFO | 40.0 | 0.0 | Yes (X) | $185,651 | $0 | $17,798 | ||
| Bradley J Caskey | ||||||||
| Provost | 40.0 | 0.0 | Yes (X) | $185,071 | $0 | $17,170 | ||
| Virginia G Loftin | ||||||||
| VP Inst. Advancement | 40.0 | 0.0 | Yes (X) | $171,806 | $0 | $18,510 | ||
| Sara H Robicheaux | ||||||||
| Professor | 40.0 | 0.0 | $151,701 | $0 | $7,136 | Yes (X) | ||
| Lane K Estes | ||||||||
| VP Administration | 40.0 | 0.0 | Yes (X) | $133,805 | $0 | $18,800 | ||
| Anthony H Hambey | ||||||||
| VP Information Tech. | 40.0 | 0.0 | Yes (X) | $132,815 | $0 | $18,645 | ||
| Mark S Schantz | ||||||||
| Professor | 40.0 | 0.0 | $129,906 | $0 | $17,590 | Yes (X) | ||
| George F Klersey | ||||||||
| Professor | 40.0 | 0.0 | $121,136 | $0 | $13,760 | Yes (X) | ||
| Rick A Lester | ||||||||
| Professor | 40.0 | 0.0 | $115,511 | $0 | $12,957 | Yes (X) | ||
| Trent R Gilbert | ||||||||
| VP Enrollment Mgmt | 40.0 | 0.0 | Yes (X) | $112,785 | $0 | $13,837 | ||
| Greg R Colegrove | ||||||||
| Assoc. VP IT | 40.0 | 0.0 | $102,234 | $0 | $16,272 | Yes (X) | ||
| David M Eberhardt | ||||||||
| VP Student Dev. | 40.0 | 0.0 | Yes (X) | $97,701 | $0 | $18,544 | ||
| Susan E Kinney | ||||||||
| Assoc VP HR | 40.0 | 0.0 | Yes (X) | $99,878 | $0 | $14,990 | ||
| Denson N Franklin III | ||||||||
| Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DeLynn M Zell | ||||||||
| Vice Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Derry Bunting | ||||||||
| Secretary of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brooke Tanner Battle | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth M Dunn | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G Courtney French | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bishop David Graves | ||||||||
| (ex officio) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Irwin | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joab M Lesesne III | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John James McMahon III | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ashlyn Hines Meneguzzi | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrew M Newton | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth F Pharo | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joelle Phillips | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James E Pierce | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rev R Steven Reneau | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George B Salem | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rev Dr David R Saliba | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Selman | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David M Smith | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bryson Stephens | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Richard Stump Sr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rev Keith Thompson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandra B Thurmond | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr John Kevin Tucker | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Victoria Lee VanValkenburgh | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bishop Debra Wallace-Padgett | ||||||||
| (ex officio) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Waters | ||||||||
| (ex officio) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Andrew R Wolfe | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard B Yeilding | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,979,136 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit Management Co | |||||
| 2400 Yorkmount Road | CHARLOTTE | NC | 28217 | Food Services | $1,409,254 |
| Apogee Telecom Inc | |||||
| 715 West 23rd Street | AUSTIN | TX | 78705 | IT Services | $458,918 |
| Valent Group | |||||
| 431 Office Park Drive | BIRMINGHAM | AL | 35223 | Insurance | $431,973 |
| Ricoh Usa Inc | |||||
| 3500 Blue Lake Drive Suite 100 | BIRMINGHAM | AL | 35243 | Postal Services | $343,631 |
| LANDSCAPE SERVICES | |||||
| 4641 Highway 280 | BIRMINGHAM | AL | 35242 | Landscape Services | $291,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,000 | FundraisingAmt |
| Government Grants | $5,865,494 | GovernmentGrantsAmt |
| All Other Contributions | $4,060,745 | AllOtherContributionsAmt |
| Noncash Contributions | $115,409 | NoncashContributionsAmt |
| Total Contributions | $9,949,239 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $21,762,261 | $21,762,261 |
| DORM REVENUES | 611710 | $8,344,911 | $8,344,911 |
| CAFETERIA | 611710 | $4,457,890 | $4,457,890 |
| BOOKSTORE SALES | 611710 | $585,928 | $585,928 |
| CONSERVATORY | 611710 | $161,972 | $161,972 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,406,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,406,185 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,719,147 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,874 | TotalRevenueColumnAmt |
| Exclusion | $472,874 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $231,337 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $231,337 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,337 | TotalRevenueColumnAmt |
| Exclusion | $231,337 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,700,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,896,545 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$196,545 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$196,545 | TotalRevenueColumnAmt |
| Exclusion | -$196,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,242 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,415 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,827 | TotalRevenueColumnAmt |
| Exclusion | $8,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,184,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,719,147 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $516,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,563,008 | TotalAmt |
| Program Services | $10,563,008 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,737 | TotalAmt |
| Program Services | $315,737 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,648 | TotalAmt |
| Program Services | $185,071 | ProgramServicesAmt |
| Management And General | $1,001,771 | ManagementAndGeneralAmt |
| Fundraising | $171,806 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,195,455 | TotalAmt |
| Program Services | $10,247,782 | ProgramServicesAmt |
| Management And General | $6,432,030 | ManagementAndGeneralAmt |
| Fundraising | $515,643 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,220,536 | TotalAmt |
| Program Services | $1,477,926 | ProgramServicesAmt |
| Management And General | $1,645,325 | ManagementAndGeneralAmt |
| Fundraising | $97,285 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280,592 | TotalAmt |
| Program Services | $744,518 | ProgramServicesAmt |
| Management And General | $488,989 | ManagementAndGeneralAmt |
| Fundraising | $47,085 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,861 | TotalAmt |
| Management And General | $152,861 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,427 | TotalAmt |
| Management And General | $200,427 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,360 | TotalAmt |
| Management And General | $245,360 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,269,542 | TotalAmt |
| Program Services | $188,740 | ProgramServicesAmt |
| Management And General | $5,080,490 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,467 | TotalAmt |
| Program Services | $14,513 | ProgramServicesAmt |
| Management And General | $468,558 | ManagementAndGeneralAmt |
| Fundraising | $22,396 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,258,541 | TotalAmt |
| Program Services | $1,557,756 | ProgramServicesAmt |
| Management And General | $2,528,477 | ManagementAndGeneralAmt |
| Fundraising | $172,308 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,531 | TotalAmt |
| Management And General | $947,531 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,507,710 | TotalAmt |
| Management And General | $3,507,710 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,899 | TotalAmt |
| Program Services | $781,673 | ProgramServicesAmt |
| Management And General | $190,578 | ManagementAndGeneralAmt |
| Fundraising | $11,648 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,954 | TotalAmt |
| Program Services | $15,789 | ProgramServicesAmt |
| Management And General | $67,165 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,020 | TotalAmt |
| Management And General | $1,865,020 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,804,799 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,804,799 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,692 | TotalAmt |
| Program Services | $74,697 | ProgramServicesAmt |
| Management And General | $395,248 | ManagementAndGeneralAmt |
| Fundraising | $5,747 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $497,512 | TotalAmt |
| Program Services | $11,061 | ProgramServicesAmt |
| Management And General | $478,629 | ManagementAndGeneralAmt |
| Fundraising | $7,822 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,731,291 | TotalAmt |
| Program Services | $26,178,271 | ProgramServicesAmt |
| Management And General | $28,500,968 | ManagementAndGeneralAmt |
| Fundraising | $1,052,052 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,894 | BOYAmt |
| EOY | $5,986,644 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,561 | BOYAmt |
| EOY | $757,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,740 | BOYAmt |
| EOY | $944,087 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,339 | BOYAmt |
| EOY | $2,207,682 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $210,041,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,854,474 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,400,865 | BOYAmt |
| EOY | $87,186,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,743,827 | BOYAmt |
| EOY | $41,963,466 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,193,290 | BOYAmt |
| EOY | $11,207,107 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,285,516 | BOYAmt |
| EOY | $150,253,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,150 | BOYAmt |
| EOY | $1,480,616 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,295,179 | BOYAmt |
| EOY | $31,114,710 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583,221 | BOYAmt |
| EOY | $3,356,118 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,505,922 | BOYAmt |
| EOY | $10,312,548 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,756,472 | BOYAmt |
| EOY | $46,263,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,054,908 | BOYAmt |
| EOY | $49,628,822 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,474,136 | BOYAmt |
| EOY | $54,360,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,529,044 | BOYAmt |
| EOY | $103,989,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,285,516 | BOYAmt |
| EOY | $150,253,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,546,412 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,006,492 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,117,638 | BeginningYearBalanceAmt |
| Contributions | $723,856 | ContributionsAmt |
| Investment Earnings Or Losses | $1,006,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,317,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,110,269 | OtherExpendituresAmt |
| Administrative Expenses | $17,289 | AdministrativeExpensesAmt |
| End Year Balance | $49,403,369 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,701,074 | BeginningYearBalanceAmt |
| Contributions | $1,631,599 | ContributionsAmt |
| Investment Earnings Or Losses | $221,952 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,079,959 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,335,594 | OtherExpendituresAmt |
| Administrative Expenses | $21,434 | AdministrativeExpensesAmt |
| End Year Balance | $53,117,638 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,528,445 | BeginningYearBalanceAmt |
| Contributions | $6,639,409 | ContributionsAmt |
| Investment Earnings Or Losses | $3,808,669 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,310,557 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,925,360 | OtherExpendituresAmt |
| Administrative Expenses | $39,532 | AdministrativeExpensesAmt |
| End Year Balance | $56,701,074 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,221,105 | BeginningYearBalanceAmt |
| Contributions | $3,166,767 | ContributionsAmt |
| Investment Earnings Or Losses | $4,296,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,958,559 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,160,734 | OtherExpendituresAmt |
| Administrative Expenses | $36,413 | AdministrativeExpensesAmt |
| End Year Balance | $53,528,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,011,062 | BeginningYearBalanceAmt |
| Contributions | $1,414,255 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,004,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,411,258 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,596,358 | OtherExpendituresAmt |
| Administrative Expenses | $192,384 | AdministrativeExpensesAmt |
| End Year Balance | $54,221,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,524,130 | OtherCostOrOtherBasisAmt |
| Book Value | $2,524,130 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,851,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,219,962 | DepreciationAmt |
| Book Value | $79,631,541 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,790,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,684,209 | DepreciationAmt |
| Book Value | $3,106,176 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,630,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,317,895 | DepreciationAmt |
| Book Value | $1,312,721 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,244,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,632,408 | DepreciationAmt |
| Book Value | $612,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,186,911 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD FOR SALE | $7,725,554 |
| BENEFICIAL INTEREST IN TRUSTS | $1,872,615 |
| OTHER ASSETS | $1,559,196 |
| BEQUESTS RECEIVABLE | $49,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,207,107 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SALARIES AND BENEFITS PAYABLE | $4,263,911 |
| OTHER LIABILITIES | $2,590,897 |
| TRUST AND ANNUITY PAYMENT LIAB. | $1,575,286 |
| ADV FROM FED GOV'T FOR STUDENT LOANS | $1,340,954 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $541,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,312,548 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,079,363 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,006,492 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,006,492 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,072,871 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $233,263 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,878,745 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,112,008 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,184,879 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,619,283 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $44,619,283 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $233,263 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,878,745 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,112,008 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,731,291 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS, FELLOWSHIPS, AND PROFESSORSHIPS. THE GOALS OF THE ENDOWMENT FUNDS ARE TO SUPPORT STUDENTS, FACULTY, STAFF AND PROGRAMS OF THE COLLEGE. |
| PART X, LINE 2 | THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. IN JUNE 2009, THE COLLEGE ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE ("IRS") EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE COLLEGE EVALUATES ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT MAY EXIST. THE COLLEGE DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE YEARS ENDED MAY 31, 2020 AND 2019. |
| PART XI, LINE 4B | INSTITUTIONAL AWARDS: 10,878,745 |
| PART XII, LINE 4B | INSTITUTIONAL AWARDS: 10,878,745 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 3 NONDISCRIMINATORY POLICY | This information is published in the College's catalog, in newspaper publications, and on the College's website. |
| Line 6 Explanation of Government Financial Aid | Birmingham-Southern receives student aid funds through the department of education for supplemental education opportunity grants (SEOG), Pell grants, federal work study grants, family educational loans, academic competitiveness grants, and national science and mathematics access to retain talent grants. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| Student tuition discount | East Asia and the Pacific | 6 | $77,327 |
| Student tuition discount | North America | 6 | $65,074 |
| Student tuition discount | Sub-Saharan Africa | 3 | $64,566 |
| Student tuition discount | South America | 3 | $34,134 |
| student tuition discount | Europe (Including Iceland and Greenland) | 5 | $26,894 |
| Student tuition discount | Central America and the Caribbean | 1 | $24,574 |
| Student tuition discount | South Asia | 3 | $17,668 |
| Student tuition discount | Middle East and North Africa | 5 | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | Birmingham-Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits, and donor reports. Funds are tracked in our database software and individual files are maintained of grant/scholarship recipients. All material is subject to audit. Grant/scholarship criteria is reviewed prior to disbursement. Part III Accounting Method Grants are reported using the accrual method of accounting on the financial statements. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruffalo Noel Levitz LLC | PersonNm |
| Activity | Phone-A-tho n/ Give Day | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Ecofest | Event1Nm |
| Gross Receipts Event1 | $46,242 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,242 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,841 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,290 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,884 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $46,242 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,242 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,841 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,290 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,415 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,827 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student aid and institutional awards | GrantTypeTxt |
| Recipient | 1197 | RecipientCnt |
| Cash Grant | $10,563,008 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Birmingham-Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits and donor reports. Funds are tracked in our database software and individual files are maintained or grant/ scholarship recipients. All material is subject to audit. Grant/ Scholarship criteria is reviewed prior to disbursement. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel B Coleman | ||||||||||||||
| President | $239,136 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $13,279 | $0 | $264,915 | $0 | $0 | $0 |
| Eli H Phillips Jr | ||||||||||||||
| CFO | $185,651 | $0 | $0 | $0 | $0 | $0 | $9,623 | $0 | $8,175 | $0 | $203,449 | $0 | $0 | $0 |
| Bradley J Caskey | ||||||||||||||
| Provost | $185,071 | $0 | $0 | $0 | $0 | $0 | $9,500 | $0 | $7,670 | $0 | $202,241 | $0 | $0 | $0 |
| Virginia G Loftin | ||||||||||||||
| VP Inst. Advancement | $171,806 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $9,510 | $0 | $190,316 | $0 | $0 | $0 |
| Sara H Robicheaux | ||||||||||||||
| Professor | $137,896 | $0 | $0 | $0 | $13,805 | $0 | $7,022 | $0 | $114 | $0 | $158,837 | $0 | $0 | $0 |
| Lane K Estes | ||||||||||||||
| VP Administration | $133,805 | $0 | $0 | $0 | $0 | $0 | $7,022 | $0 | $11,778 | $0 | $152,605 | $0 | $0 | $0 |
| Anthony H Hambey | ||||||||||||||
| VP Information Tech. | $132,815 | $0 | $0 | $0 | $0 | $0 | $6,867 | $0 | $11,778 | $0 | $151,460 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521297592 | BondIssuerEIN |
| Bond Issued | 2017-03-23 | BondIssuedDt |
| Issue Price | $18,124,507 | IssuePriceAmt |
| Purpose | PRIVATE COLLEGES & UNIVERSITIES FA | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $18,124,507 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $18,124,507 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha Waters | PersonNm |
| Relationship With Org | daughter of Thomas Waters | RelationshipWithOrgTxt |
| Cash Grant | $18,790 | CashGrantAmt |
| Type Of Assistance | Scholarship/Grant | TypeOfAssistanceTxt |
| Assistance Purpose | Scholarship/Grant | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bryson Stephens EBSCO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $138,622 | TransactionAmt |
| Transaction | Subscription services | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH. L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: Bryson Stephens (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BSC-BOARD TRUSTEE (C) AMOUNT OF TRANSACTION: $138,622 (D) DESCRIPTION OF TRANSACTION: MR. STEPHENS IS CHAIRMAN OF THE BOARD OF EBSCO INDUSTRIES. THE COLLEGE CONTRACTS WITH EBSCO INDUSTRIES FOR SUBSCRIPTION SERVICES, DATABASES, PRINTING AND INFORMATION PACKAGING. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,812 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,665 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | donor receipts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Electric Golf Carts | 1 | $4,900 | cost |
| Yes (X) | Photography Equipment | 1 | $4,844 | cost |
| Yes (X) | Microscope/Digital Camera | 1 | $2,500 | cost |
| Yes (X) | Handycam/Sony | 1 | $1,688 | cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, line 32b | FormAndLineReferenceDesc |
| Explanation | BSC uses FEG Investment Advisors who provide the tax basis valuation that we use to record the gift. They also receive the securities, liquidate them, and provide the proceeds from the college | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, LINE 1 | Birmingham-Southern College prepares men and women for lives of significance. The College fosters intellectual and personal development through excellence in teaching and scholarship and by challenging students to engage their community and the greater world, to examine diverse perspectives, and to live with integrity. A residential, baccalaureate liberal arts institution, Birmingham-Southern honors its Methodist heritage of informed inquiry and meaningful service. Form 990, Part VI, Section A, Line 7A The trustees are elected by the North Alabama and the Alabama-West Florida Conference of the United Methodist Church in accordance with the provisions of the schools charter. |
| Form 990, Part VI, Section B, Line 11b | The form 990 is prepared by the college's public accounting firm. The Form 990 is reviewed by the Controller and the Chief financial officer. The form 990 is provided to the executive committee for review and comments. After review by the executive committee, the form 990 is given to the board of trustees before filing with the internal revenue service. |
| Form 990, Part VI, Section B, Line 12C | A conflict of interest acknowledgement and disclosure statement is given to all board members annually. Conflict of interest disclosure statements are also given to all principal administrative officers and other employees as may be deemed appropriate. The signed statements are reviewed and follow up is completed if necessary. |
| Form 990, Part VI, Section B, Lines 15A and B | Compensation for key positions (President, Provost) AND STAFF POSITIONS are EVALUATED AND recommended by professional search consultants who assess the market for institutions of similar size and scope. |
| Form 990, Part VI, Section C, Line 19 | Documents are available upon request. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birmingham-Southern Real Estate Holding | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Arkadelphia Road | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205391329 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Total Income | $2,166,889 | TotalIncomeAmt |
| End Of Year Assets | $18,503,910 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSC | BusinessNameLine1Txt |