2021-04-13T17:25:23-05:00 2020-05-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2019-06-01 630288811 Birmingham-Southern College % LANE ESTES BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 LANE ESTES VP for Admin and COO 2052264630 2021-04-12 true Sandra L Feinsmith P01064157 4046886841 2021-04-13 2019 2022-09-23 18:48:47Z Daniel Coleman 900 Arkadelphia Road Birmingham AL 35254 59095839 false X www.bsc.edu X 1856 AL SEE SCHEDULE O 31 30 833 331 0 0 5877137 9949239 38375708 36719147 1378356 276329 158480 240164 45789681 47184879 8617959 10878745 0 0 22720124 23055231 80000 0 1052052 23128594 21797315 54546677 55731291 -8756996 -8546412 159285516 150253116 47756472 46263992 111529044 103989124 X 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. false false 26178271 10878745 36719147 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. 26178271 true true false false false false false false false true true false false true true true false true true false true false true true true false false false true true true false false false false false false true false false true true false false false true false false false false true 175 0 true 833 true false false false false false true true false false false false false false X 31 30 false false false false false true false true true false false true true true true true true true true false AL X LANE ESTES 2052264640 900 ARKADELPHIA ROAD Birmingham AL 35254 X Daniel B Coleman President 40.0 0.0 X X 239136 0 25779 Eli H Phillips Jr CFO 40.0 0.0 X 185651 0 17798 Bradley J Caskey Provost 40.0 0.0 X 185071 0 17170 Virginia G Loftin VP Inst. Advancement 40.0 0.0 X 171806 0 18510 Sara H Robicheaux Professor 40.0 0.0 X 151701 0 7136 Lane K Estes VP Administration 40.0 0.0 X 133805 0 18800 Anthony H Hambey VP Information Tech. 40.0 0.0 X 132815 0 18645 Mark S Schantz Professor 40.0 0.0 X 129906 0 17590 George F Klersey Professor 40.0 0.0 X 121136 0 13760 Rick A Lester Professor 40.0 0.0 X 115511 0 12957 Trent R Gilbert VP Enrollment Mgmt 40.0 0.0 X 112785 0 13837 Greg R Colegrove Assoc. VP IT 40.0 0.0 X 102234 0 16272 David M Eberhardt VP Student Dev. 40.0 0.0 X 97701 0 18544 Susan E Kinney Assoc VP HR 40.0 0.0 X 99878 0 14990 Denson N Franklin III Chair of the Board 1.0 0.0 X 0 0 0 DeLynn M Zell Vice Chair of the Board 1.0 0.0 X 0 0 0 Derry Bunting Secretary of the Board 1.0 0.0 X 0 0 0 Brooke Tanner Battle Director 1.0 0.0 X 0 0 0 Elizabeth M Dunn Director 1.0 0.0 X 0 0 0 G Courtney French Director 1.0 0.0 X 0 0 0 Bishop David Graves (ex officio) 1.0 0.0 X 0 0 0 Bruce Irwin Director 1.0 0.0 X 0 0 0 Joab M Lesesne III Director 1.0 0.0 X 0 0 0 John James McMahon III Director 1.0 0.0 X 0 0 0 Ashlyn Hines Meneguzzi Director 1.0 0.0 X 0 0 0 Andrew M Newton Director 1.0 0.0 X 0 0 0 Elizabeth F Pharo Director 1.0 0.0 X 0 0 0 Joelle Phillips Director 1.0 0.0 X 0 0 0 James E Pierce Director 1.0 0.0 X 0 0 0 Rev R Steven Reneau Director 1.0 0.0 X 0 0 0 George B Salem Director 1.0 0.0 X 0 0 0 Rev Dr David R Saliba Director 1.0 0.0 X 0 0 0 Scott Selman Director 1.0 0.0 X 0 0 0 David M Smith Director 1.0 0.0 X 0 0 0 Bryson Stephens Director 1.0 0.0 X 0 0 0 Kevin Richard Stump Sr Director 1.0 0.0 X 0 0 0 Rev Keith Thompson Director 1.0 0.0 X 0 0 0 Sandra B Thurmond Director 1.0 0.0 X 0 0 0 Dr John Kevin Tucker Director 1.0 0.0 X 0 0 0 Victoria Lee VanValkenburgh Director 1.0 0.0 X 0 0 0 Bishop Debra Wallace-Padgett (ex officio) 1.0 0.0 X 0 0 0 Thomas Waters (ex officio) 1.0 0.0 X 0 0 0 Dr Andrew R Wolfe Director 1.0 0.0 X 0 0 0 Richard B Yeilding Director 1.0 0.0 X 0 0 0 1979136 0 231788 16 false true false Bon Appetit Management Co 2400 Yorkmount Road CHARLOTTE NC 28217 Food Services 1409254 Apogee Telecom Inc 715 West 23rd Street AUSTIN TX 78705 IT Services 458918 Valent Group 431 Office Park Drive BIRMINGHAM AL 35223 Insurance 431973 Ricoh Usa Inc 3500 Blue Lake Drive Suite 100 BIRMINGHAM AL 35243 Postal Services 343631 LANDSCAPE SERVICES 4641 Highway 280 BIRMINGHAM AL 35242 Landscape Services 291252 13 23000 5865494 4060745 115409 9949239 TUITION & FEES 611710 21762261 21762261 DORM REVENUES 611710 8344911 8344911 CAFETERIA 611710 4457890 4457890 BOOKSTORE SALES 611710 585928 585928 CONSERVATORY 611710 161972 161972 1406185 1406185 36719147 472874 472874 0 0 231337 231337 0 231337 231337 11700000 11896545 -196545 -196545 -196545 23242 23000 14415 8827 8827 0 0 0 0 0 0 0 47184879 36719147 516493 0 0 10563008 10563008 315737 315737 0 1358648 185071 1001771 171806 0 17195455 10247782 6432030 515643 0 3220536 1477926 1645325 97285 1280592 744518 488989 47085 0 152861 152861 200427 200427 0 0 245360 245360 5269542 188740 5080490 312 505467 14513 468558 22396 4258541 1557756 2528477 172308 947531 947531 0 3507710 3507710 983899 781673 190578 11648 0 82954 15789 67165 1865020 1865020 0 2804799 0 2804799 0 475692 74697 395248 5747 OTHER EXPENSES 497512 11061 478629 7822 55731291 26178271 28500968 1052052 1465894 5986644 0 0 1061561 757219 601740 944087 0 0 0 0 2818339 2207682 0 0 0 0 210041385 122854474 89400865 87186911 50743827 41963466 0 0 0 0 0 0 13193290 11207107 159285516 150253116 1372150 1480616 0 0 0 0 33295179 31114710 0 0 0 0 3583221 3356118 0 0 9505922 10312548 47756472 46263992 X 53054908 49628822 58474136 54360302 111529044 103989124 159285516 150253116 -8546412 1006492 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53117638 723856 1006739 4317306 1110269 17289 49403369 56701074 1631599 221952 4079959 1335594 21434 53117638 53528445 6639409 3808669 5310557 1925360 39532 56701074 54221105 3166767 4296279 4958559 3160734 36413 53528445 61011062 1414255 -2004212 4411258 1596358 192384 54221105 0.03000 0.97000 true false 2524130 2524130 153851504 74219962 79631541 22790385 19684209 3106176 20630616 19317895 1312721 10244750 9632408 612343 87186911 ASSETS HELD FOR SALE 7725554 BENEFICIAL INTEREST IN TRUSTS 1872615 OTHER ASSETS 1559196 BEQUESTS RECEIVABLE 49742 11207107 0 SALARIES AND BENEFITS PAYABLE 4263911 OTHER LIABILITIES 2590897 TRUST AND ANNUITY PAYMENT LIAB. 1575286 ADV FROM FED GOV'T FOR STUDENT LOANS 1340954 DEPOSITS HELD IN CUSTODY FOR OTHERS 541500 10312548 X 37079363 1006492 1006492 36072871 233263 10878745 11112008 47184879 44619283 44619283 233263 10878745 11112008 55731291 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 true true true true true true true false false false false false false false false true false true 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. true Student tuition discount East Asia and the Pacific 6 77327 Student tuition discount North America 6 65074 Student tuition discount Sub-Saharan Africa 3 64566 Student tuition discount South America 3 34134 student tuition discount Europe (Including Iceland and Greenland) 5 26894 Student tuition discount Central America and the Caribbean 1 24574 Student tuition discount South Asia 3 17668 Student tuition discount Middle East and North Africa 5 5500 false false false false false false PART I, LINE 2 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. X X X false Ruffalo Noel Levitz LLC Phone-A-tho n/ Give Day false Ecofest 46242 23000 23242 7841 4290 400 1884 0 46242 23000 23242 7841 4290 400 1884 14415 8827 true Student aid and institutional awards 1197 10563008 Schedule I, Part I, Line 2 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. X X X X X false false false false false false false false false Daniel B Coleman President 239136 0 0 0 0 0 12500 0 13279 0 264915 0 0 0 Eli H Phillips Jr CFO 185651 0 0 0 0 0 9623 0 8175 0 203449 0 0 0 Bradley J Caskey Provost 185071 0 0 0 0 0 9500 0 7670 0 202241 0 0 0 Virginia G Loftin VP Inst. Advancement 171806 0 0 0 0 0 9000 0 9510 0 190316 0 0 0 Sara H Robicheaux Professor 137896 0 0 0 13805 0 7022 0 114 0 158837 0 0 0 Lane K Estes VP Administration 133805 0 0 0 0 0 7022 0 11778 0 152605 0 0 0 Anthony H Hambey VP Information Tech. 132815 0 0 0 0 0 6867 0 11778 0 151460 0 0 0 A PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTH 521297592 2017-03-23 18124507 PRIVATE COLLEGES & UNIVERSITIES FA false false false A 0 0 18124507 0 0 0 0 0 0 0 18124507 0 false false true true A false false false false 0 false false false A false true true false 0 false 0 true A true Martha Waters daughter of Thomas Waters 18790 Scholarship/Grant Scholarship/Grant Bryson Stephens EBSCO TRUSTEE 138622 Subscription services false SCH. L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (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. X 15 99812 STOCK EXCHANGE VALUE X 1 1665 donor receipts X Electric Golf Carts 1 4900 cost X Photography Equipment 1 4844 cost X Microscope/Digital Camera 1 2500 cost X Handycam/Sony 1 1688 cost 0 false true true Schedule M, Part I, line 32b 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 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. Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 2166889 18503910 BSC