UNIVERSITY OF THE SOUTH: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-07
IRS object ID: 202021909349302852
Schema version: 2018v3.0
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 I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-07T14:15:30-07:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475697	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The University of the South	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Douglass Williams	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	9315981349	PhoneNum
Signature	2020-07-07	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	152.97.96.197	IPv4AddressTxt

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	John McCardell	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$278,555,897	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.sewanee.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1858	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	An Episcopal University composed of the College of Arts and Sciences and the School of Theology.	ActivityOrMissionDesc
Voting Members Governing Body	143	VotingMembersGoverningBodyCnt
Voting Members Independent	138	VotingMembersIndependentCnt
Total Employee	1980	TotalEmployeeCnt
Total Volunteers	1400	TotalVolunteersCnt
Total Gross UBI	$3,865,879	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$105,275	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,478,439	PYContributionsGrantsAmt
CY Contributions Grants	$29,648,573	CYContributionsGrantsAmt
PY Program Service Revenue	$110,923,424	PYProgramServiceRevenueAmt
CY Program Service Revenue	$117,095,553	CYProgramServiceRevenueAmt
PY Investment Income	$27,727,640	PYInvestmentIncomeAmt
CY Investment Income	$16,143,148	CYInvestmentIncomeAmt
PY Other Revenue	$1,218,050	PYOtherRevenueAmt
CY Other Revenue	$1,134,743	CYOtherRevenueAmt
PY Total Revenue	$165,347,553	PYTotalRevenueAmt
CY Total Revenue	$164,022,017	CYTotalRevenueAmt
PY Grants And Similar Paid	$34,324,893	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$36,649,497	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$61,193,487	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$62,744,679	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,768,586	CYTotalFundraisingExpenseAmt
PY Other Expenses	$47,863,443	PYOtherExpensesAmt
CY Other Expenses	$46,343,930	CYOtherExpensesAmt
PY Total Expenses	$143,381,823	PYTotalExpensesAmt
CY Total Expenses	$145,738,106	CYTotalExpensesAmt
PY Revenues Less Expenses	$21,965,730	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$18,283,911	CYRevenuesLessExpensesAmt
Total Assets BOY	$711,275,600	TotalAssetsBOYAmt
Total Assets EOY	$748,650,415	TotalAssetsEOYAmt
Total Liabilities BOY	$92,666,360	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$111,915,000	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$618,609,240	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$636,735,415	NetAssetsOrFundBalancesEOYAmt
Mission	The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in ordained and lay vocations.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$84,239,244	ExpenseAmt
Grant	$36,649,497	GrantAmt
Revenue	$82,169,046	RevenueAmt
Desc	INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,403,909	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,875,033	RevenueAmt
Desc	STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$16,287,201	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$31,572,100	RevenueAmt
Desc	HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,758,319	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,479,374	RevenueAmt
Desc	OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,758,319	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,479,374	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$121,688,673	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	32	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1980	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	143	GoverningBodyVotingMembersCnt
Independent Voting Member	138	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Doug Williams	PersonNm
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (172 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Alice Courtright
Board Member	2	Yes (X)	$0	$0	$0
Catherine Carlisi
Board Member	2	Yes (X)	$0	$0	$0
David Bale
Board Member	2	Yes (X)	$0	$0	$0
David Dye
Board Member	2	Yes (X)	$0	$0	$0
Forrest McClain
Board Member	2	Yes (X)	$0	$0	$0
George B Elliott Jr
Board Member	2	Yes (X)	$0	$0	$0
Grover Cleveland Maxwell III
Board Member	2	Yes (X)	$0	$0	$0
James Donald Folds Jr
Board Member	2	Yes (X)	$0	$0	$0
Karen W Booth
Board Member	2	Yes (X)	$0	$0	$0
Mrs Christina Randall Vial Comer
Board Member	2	Yes (X)	$0	$0	$0
Mrs Fairlie Scott Herron
Board Member	2	Yes (X)	$0	$0	$0
Newell Smith Harbin
Board Member	2	Yes (X)	$0	$0	$0
Paul Pearigen
Board Member	2	Yes (X)	$0	$0	$0
Rayid Ghani
Board Member	2	Yes (X)	$0	$0	$0
Roger Duane Allen
Board Member	2	Yes (X)	$0	$0	$0
Sandy Guitar Wallis
Board Member	2	Yes (X)	$0	$0	$0
Thomas C Purdy
Board Member	2	Yes (X)	$0	$0	$0
Gladstone B Adams
Board Member	2	Yes (X)	$0	$0	$0
Jane Hart Lewis
Board Member	2	Yes (X)	$0	$0	$0
Tom Miller
Board Member	2	Yes (X)	$0	$0	$0
Benton Williamson
Board Member	2	Yes (X)	$0	$0	$0
Jose A McLoughlin
Board Member	2	Yes (X)	$0	$0	$0
Mrs Christina Butterworth
Board Member	2	Yes (X)	$0	$0	$0
W Bentley Manning
Board Member	2	Yes (X)	$0	$0	$0
William C Stiefel Jr
Board Member	2	Yes (X)	$0	$0	$0
Jacob W Owensby
Board Member	2	Yes (X)	$0	$0	$0
Mrs Andrea Marie Rabalais Petrosh
Board Member	2	Yes (X)	$0	$0	$0
Paul D Martin
Board Member	2	Yes (X)	$0	$0	$0
Philip Earhart
Board Member	2	Yes (X)	$0	$0	$0
David M Reed
Board Member	2	Yes (X)	$0	$0	$0
Jennifer Brooke Davidson
Board Member	2	Yes (X)	$0	$0	$0
Mrs Rebecca Elizabeth Landry
Board Member	2	Yes (X)	$0	$0	$0
Ramiro Lopez Jr
Board Member	2	Yes (X)	$0	$0	$0
Shawn B Pettus
Board Member	2	Yes (X)	$0	$0	$0
Amy George
Board Member	2	Yes (X)	$0	$0	$0
Don E Johnson
Board Member	2	Yes (X)	$0	$0	$0
George Gunther Clarke Jr
Board Member	2	Yes (X)	$0	$0	$0
Phoebe Roaf
Board Member	2	Yes (X)	$0	$0	$0
William L Nichol V
Board Member	2	Yes (X)	$0	$0	$0
Molly Dougall
Board Member	2	Yes (X)	$0	$0	$0
Robert L Brown
Board Member	2	Yes (X)	$0	$0	$0
W Andrew Waldo
Board Member	2	Yes (X)	$0	$0	$0
Kai Rodning
Board Member	2	Yes (X)	$0	$0	$0
James Russell Kendrick
Board Member	2	Yes (X)	$0	$0	$0
John H Riggin
Board Member	2	Yes (X)	$0	$0	$0
Scott Remington
Board Member	2	Yes (X)	$0	$0	$0
Ben Okoh
Board Member	2	Yes (X)	$0	$0	$0
C Andrew Doyle
Board Member	2	Yes (X)	$0	$0	$0
Jeff W Fisher
Board Member	2	Yes (X)	$0	$0	$0
Mrs Patricia K Houser
Board Member	2	Yes (X)	$0	$0	$0
W Charles Treadwell III
Board Member	2	Yes (X)	$0	$0	$0
Canon Gene B Manning
Board Member	2	Yes (X)	$0	$0	$0
H E Miller Jr
Board Member	2	Yes (X)	$0	$0	$0
John C Bauerschmidt
Board Member	2	Yes (X)	$0	$0	$0
WA Stringer
Board Member	2	Yes (X)	$0	$0	$0
Aaron Waddington Welch II
Board Member	2	Yes (X)	$0	$0	$0
Alexander Andujar
Board Member	2	Yes (X)	$0	$0	$0
Jeffery Patenaude
Board Member	2	Yes (X)	$0	$0	$0
Andrew Carter
Board Member	2	Yes (X)	$0	$0	$0
Benjamin Thomas
Board Member	2	Yes (X)	$0	$0	$0
Mrs Alyson Keith Crouch Hardin
Board Member	2	Yes (X)	$0	$0	$0
Peter D Eaton
Board Member	2	Yes (X)	$0	$0	$0
J Scott Mayer
Board Member	2	Yes (X)	$0	$0	$0
Barbara Kirk Norris
Board Member	2	Yes (X)	$0	$0	$0
John A Hill
Board Member	2	Yes (X)	$0	$0	$0
Ken Baxter
Board Member	2	Yes (X)	$0	$0	$0
Anne Hodges Copple
Board Member	2	Yes (X)	$0	$0	$0
Emerson Bell
Board Member	2	Yes (X)	$0	$0	$0
George Brine
Board Member	2	Yes (X)	$0	$0	$0
Robert B Cook Jr
Board Member	2	Yes (X)	$0	$0	$0
Samuel S Rodman III
Board Member	2	Yes (X)	$0	$0	$0
Christopher V Sturgeon
Board Member	2	Yes (X)	$0	$0	$0
Doris A Colby Westfall
Board Member	2	Yes (X)	$0	$0	$0
George Wayne Smith
Board Member	2	Yes (X)	$0	$0	$0
John R Lauless
Board Member	2	Yes (X)	$0	$0	$0
Brian Richard Seage
Board Member	2	Yes (X)	$0	$0	$0
David A Elliott III
Board Member	2	Yes (X)	$0	$0	$0
Michael Scott Davis
Board Member	2	Yes (X)	$0	$0	$0
Mrs Whitney Robinson
Board Member	2	Yes (X)	$0	$0	$0
Drew A Broach
Board Member	2	Yes (X)	$0	$0	$0
Jason Akers
Board Member	2	Yes (X)	$0	$0	$0
Morris K Thompson Jr
Board Member	2	Yes (X)	$0	$0	$0
Ralph F Howe Jr
Board Member	2	Yes (X)	$0	$0	$0
Hilary Jarvis
Board Member	2	Yes (X)	$0	$0	$0
Mark A Van Koevering
Board Member	2	Yes (X)	$0	$0	$0
Mrs Allison Moreman
Board Member	2	Yes (X)	$0	$0	$0
Dcn Michael Vollman
Board Member	2	Yes (X)	$0	$0	$0
Leslie Newman
Board Member	2	Yes (X)	$0	$0	$0
Stephanie Miller
Board Member	2	Yes (X)	$0	$0	$0
Terry Allen White
Board Member	2	Yes (X)	$0	$0	$0
Mrs Isabella Stuart Reeves
Board Member	2	Yes (X)	$0	$0	$0
Mrs Valerie Tan Crumpton
Board Member	2	Yes (X)	$0	$0	$0
Scott Anson Benhase
Board Member	2	Yes (X)	$0	$0	$0
Ted Clarkson
Board Member	2	Yes (X)	$0	$0	$0
Jill McClendon
Board Member	2	Yes (X)	$0	$0	$0
Mrs Suzanne Meyers
Board Member	2	Yes (X)	$0	$0	$0
Suzi Robertson
Board Member	2	Yes (X)	$0	$0	$0
Felicia Bullock
Board Member	2	Yes (X)	$0	$0	$0
Jackson Byron Greene
Board Member	2	Yes (X)	$0	$0	$0
Malcolm Jopling
Board Member	2	Yes (X)	$0	$0	$0
Samuel Johnson Howard
Board Member	2	Yes (X)	$0	$0	$0
Brian Cole
Board Member	2	Yes (X)	$0	$0	$0
David Sanders
Board Member	2	Yes (X)	$0	$0	$0
Robert Gieselmann
Board Member	2	Yes (X)	$0	$0	$0
Troy Eichenberger
Board Member	2	Yes (X)	$0	$0	$0
J Thomas Sutton
Board Member	2	Yes (X)	$0	$0	$0
Pamela Stringer
Board Member	2	Yes (X)	$0	$0	$0
Tara Bartal
Board Member	2	Yes (X)	$0	$0	$0
George R Sumner Jr
Board Member	2	Yes (X)	$0	$0	$0
Michael G Smith
Board Member	2	Yes (X)	$0	$0	$0
Mrs Melissa Hubbell
Board Member	2	Yes (X)	$0	$0	$0
Orrin Harrison
Board Member	2	Yes (X)	$0	$0	$0
Paul Klitzke
Board Member	2	Yes (X)	$0	$0	$0
Frank B Gummey III
Board Member	2	Yes (X)	$0	$0	$0
Gregory O Brewer
Board Member	2	Yes (X)	$0	$0	$0
James M Dorn
Board Member	2	Yes (X)	$0	$0	$0
Parker Bauer
Board Member	2	Yes (X)	$0	$0	$0
George B Williamson
Board Member	2	Yes (X)	$0	$0	$0
Nikki Mathis
Board Member	2	Yes (X)	$0	$0	$0
Robert C Wright
Board Member	2	Yes (X)	$0	$0	$0
Tammy Pallot
Board Member	2	Yes (X)	$0	$0	$0
James D McDonald
Board Member	2	Yes (X)	$0	$0	$0
John Flynn
Board Member	2	Yes (X)	$0	$0	$0
Larry R Benfield
Board Member	2	Yes (X)	$0	$0	$0
Rob Donehue
Board Member	2	Yes (X)	$0	$0	$0
Thomas Christoph Keller
Board Member	2	Yes (X)	$0	$0	$0
Elenor Lucius Anderson
Board Member	2	Yes (X)	$0	$0	$0
John McKee Sloan
Board Member	2	Yes (X)	$0	$0	$0
Joseph B Mays Jr
Board Member	2	Yes (X)	$0	$0	$0
Norman Jetmundsen
Board Member	2	Yes (X)	$0	$0	$0
Malicat Chouyouti
Board Member	2	Yes (X)	$0	$0	$0
Sarah Strand
Board Member	2	Yes (X)	$0	$0	$0
Ann Patterson Rhyne
Board Member	2	Yes (X)	$0	$0	$0
Anna Laura Spencer
Board Member	2	Yes (X)	$0	$0	$0
Buckner Hinkle Jr
Board Member	2	Yes (X)	$0	$0	$0
Dabney Tyler Smith
Board Member	2	Yes (X)	$0	$0	$0
David Bruce Johnson
Board Member	2	Yes (X)	$0	$0	$0
Edwin Everett Puri
Board Member	2	Yes (X)	$0	$0	$0
Elliott M Harrigan
Board Member	2	Yes (X)	$0	$0	$0
Joseph DeLozier III
Board Member	2	Yes (X)	$0	$0	$0
Katherine J Nielsen
Board Member	2	Yes (X)	$0	$0	$0
Margaret P McLarty
Board Member	2	Yes (X)	$0	$0	$0
Michael Carlisle
Board Member	2	Yes (X)	$0	$0	$0
Montague L Boyd IV
Board Member	2	Yes (X)	$0	$0	$0
Nancee Lea Martin
Board Member	2	Yes (X)	$0	$0	$0
Reid Thomas Funston Sr
Board Member	2	Yes (X)	$0	$0	$0
Renia R Dotson
Board Member	2	Yes (X)	$0	$0	$0
Robert S Skirving
Board Member	2	Yes (X)	$0	$0	$0
Kasey Taylor
Board Member	2	Yes (X)	$0	$0	$0
Noah Stansbury
Board Member	2	Yes (X)	$0	$0	$0
Curtis Johnson
Board Member	2	Yes (X)	$0	$0	$0
Nickie Peardon
Board Member	2	Yes (X)	$0	$0	$0
Catherine Cavagnaro
Board Member	40	Yes (X)	$98,584	$0	$80,503
William H Rue Jr
Board Member	2.00	Yes (X)	$0	$0	$0
Donna Murdock
Board Member	40	Yes (X)	$89,226	$0	$14,269
Whitney Franklin
Board Member	40	Yes (X)	$58,080	$0	$11,884
Virginia Craighill
Board Member	40	Yes (X)	$55,719	$0	$39,512
Rob MacSwain
Board Member	40	Yes (X)	$51,178	$0	$19,813
John M McCardell Jr
Vice Chancellor/President	40		$585,153	$0	$73,153	Yes (X)
Nancy Berner
Provost	40		$243,951	$0	$73,872	Yes (X)
Earl Williams
Treasurer	40		$208,425	$0	$25,956	Yes (X)
Terry Papillon
Dean of the College	40		$200,003	$0	$44,762	Yes (X)
Jay Fisher
VP of Advancement	40		$192,188	$0	$77,975	Yes (X)
Lucy Singer
Legal Counsel	40		$191,025	$0	$46,780	Yes (X)
Lee Ann Backlund
Dean of Admission	40		$182,571	$0	$28,024	Yes (X)
Neil Alexander
Dean of School of Theology	40		$164,485	$0	$41,242	Yes (X)
William Gentry
Dean of Students	40		$206,775	$0	$25,156		Yes (X)
Eugene Prunty
Professor	40		$196,675	$0	$39,314			Yes (X)
Vicki Sells
Assoc Provost IT	40		$153,115	$0	$20,512			Yes (X)
Eric Hartman
VP Risk Assessment	40		$149,008	$0	$51,967			Yes (X)
Terri Williams
Assoc VP Advancement	40		$145,711	$0	$20,788			Yes (X)
Paul Wiley
Asst Provost Academic Svs/Inst Research	40		$143,060	$0	$60,585			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,314,932	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$796,067	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	101	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
American Constructors Inc
PO Box 120129	Nashville	TN	37212	Construction	$1,761,140
Edgehill Endowment Partners
205 Whitney Avenue	New Haven	CT	06511	Endowment Management	$1,114,620	Suite 201
Ebsco Information Services
17 19 Washington St	Tenafly	NJ	07670	Research Databases	$473,199
Gallaher and Associates
3351 Regal Dr	Alcoa	TN	37701	Security and Networking	$278,937
Ruffalo Noel Levitz
PO Box 718	Des Moines	IA	50303	Research Data Analytics	$277,391

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	53	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$644,952	GovernmentGrantsAmt
All Other Contributions	$29,003,621	AllOtherContributionsAmt
Noncash Contributions	$1,506,932	NoncashContributionsAmt
Total Contributions	$29,648,573	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and Fees	611310	$81,537,182	$81,537,182	$0	$0
Auxiliary Sales and Services	611310	$31,563,993	$27,686,325	$3,877,668	$0
Education Sales and Services	611310	$1,622,228	$1,622,228	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,372,150	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,372,150	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$117,095,553	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$21,868,108	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$11,789	UnrelatedBusinessRevenueAmt
Exclusion	$21,879,897	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$92,124	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$92,124	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,134,743	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,134,743	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$108,716,796	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$114,533,880	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$5,817,084	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$5,817,084	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$5,817,084	ExclusionAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$164,022,017	TotalRevenueColumnAmt
Related Or Exempt Func Income	$113,217,885	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,865,879	UnrelatedBusinessRevenueAmt
Exclusion	$17,289,680	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	$35,554,130	TotalAmt
Program Services	$35,554,130	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,095,367	TotalAmt
Program Services	$1,095,367	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,613,628	TotalAmt
Program Services	$1,571,935	ProgramServicesAmt
Management And General	$1,904,330	ManagementAndGeneralAmt
Fundraising	$137,363	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$44,444,759	TotalAmt
Program Services	$34,811,152	ProgramServicesAmt
Management And General	$8,266,002	ManagementAndGeneralAmt
Fundraising	$1,367,605	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,054,302	TotalAmt
Program Services	$3,058,837	ProgramServicesAmt
Management And General	$864,938	ManagementAndGeneralAmt
Fundraising	$130,527	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,602,641	TotalAmt
Program Services	$6,454,434	ProgramServicesAmt
Management And General	$908,717	ManagementAndGeneralAmt
Fundraising	$239,490	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,029,349	TotalAmt
Program Services	$2,285,544	ProgramServicesAmt
Management And General	$646,276	ManagementAndGeneralAmt
Fundraising	$97,529	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$119,862	TotalAmt
Program Services	$52,451	ProgramServicesAmt
Management And General	$67,271	ManagementAndGeneralAmt
Fundraising	$140	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$109,098	TotalAmt
Program Services	$49	ProgramServicesAmt
Management And General	$109,049	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,396,478	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,396,478	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$13,869,752	TotalAmt
Program Services	$12,281,883	ProgramServicesAmt
Management And General	$1,337,119	ManagementAndGeneralAmt
Fundraising	$250,750	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,026,989	TotalAmt
Program Services	$1,595,762	ProgramServicesAmt
Management And General	$389,236	ManagementAndGeneralAmt
Fundraising	$41,991	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,057,772	TotalAmt
Program Services	$1,895,386	ProgramServicesAmt
Management And General	$120,571	ManagementAndGeneralAmt
Fundraising	$41,815	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$984,245	TotalAmt
Program Services	$351,897	ProgramServicesAmt
Management And General	$628,819	ManagementAndGeneralAmt
Fundraising	$3,529	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$16,992	TotalAmt
Program Services	$14,392	ProgramServicesAmt
Management And General	$2,600	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,003,936	TotalAmt
Program Services	$830,127	ProgramServicesAmt
Management And General	$164,309	ManagementAndGeneralAmt
Fundraising	$9,500	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,352,838	TotalAmt
Program Services	$1,935,803	ProgramServicesAmt
Management And General	$320,200	ManagementAndGeneralAmt
Fundraising	$96,835	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$857,538	TotalAmt
Program Services	$733,601	ProgramServicesAmt
Management And General	$123,937	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,620,428	TotalAmt
Program Services	$2,620,401	ProgramServicesAmt
Management And General	$27	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,837,822	TotalAmt
Program Services	$5,852,075	ProgramServicesAmt
Management And General	$985,747	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$864,763	TotalAmt
Program Services	$110,762	ProgramServicesAmt
Management And General	$750,466	ManagementAndGeneralAmt
Fundraising	$3,535	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food	$5,125,407	$4,130,513	$922,652	$72,242
Equipment Rental/Maintenance	$537,229	$429,011	$101,503	$6,715
Utilities	$2,588,221	$2,545,894	$42,327	$0
Renewals and Replacements	$1,447,220	$998,354	$445,912	$2,954

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,527,340	TotalAmt
Program Services	$478,913	ProgramServicesAmt
Management And General	$782,361	ManagementAndGeneralAmt
Fundraising	$266,066	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$145,738,106	TotalAmt
Program Services	$121,688,673	ProgramServicesAmt
Management And General	$21,280,847	ManagementAndGeneralAmt
Fundraising	$2,768,586	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,057,930	BOYAmt
EOY	$7,491,758	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$61,306,856	BOYAmt
EOY	$85,332,850	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$26,360,056	BOYAmt
EOY	$35,721,470	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$578,876	BOYAmt
EOY	$734,704	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)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$211,895	BOYAmt
EOY	$204,127	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$464,372	BOYAmt
EOY	$508,901	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,453,104	BOYAmt
EOY	$1,232,151	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$299,935,518	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$102,675,878	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$198,988,495	BOYAmt
EOY	$197,259,640	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$80,501,613	BOYAmt
EOY	$88,016,372	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$301,333,265	BOYAmt
EOY	$300,628,664	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,917,139	BOYAmt
EOY	$1,565,180	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,221,882	BOYAmt
EOY	$4,020,778	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,880,117	BOYAmt
EOY	$25,933,820	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$711,275,600	BOYAmt
EOY	$748,650,415	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,327,048	BOYAmt
EOY	$11,218,435	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$613,571	BOYAmt
EOY	$1,258,156	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$74,854,062	BOYAmt
EOY	$93,034,262	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,871,679	BOYAmt
EOY	$6,404,147	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$92,666,360	BOYAmt
EOY	$111,915,000	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$243,410,815	BOYAmt
EOY	$252,912,187	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$200,451,242	BOYAmt
EOY	$203,393,087	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$174,747,183	BOYAmt
EOY	$180,430,141	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$618,609,240	BOYAmt
EOY	$636,735,415	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$711,275,600	BOYAmt
EOY	$748,650,415	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$18,283,911	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$383,949	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$226,213	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

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)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Total Easements	2	TotalEasementsCnt
Total Acreage	3208	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	450	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$9,800	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$410,985,859	BeginningYearBalanceAmt
Contributions	$4,926,176	ContributionsAmt
Investment Earnings Or Losses	$13,593,015	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,538,462	GrantsOrScholarshipsAmt
Other Expenditures	$11,197,325	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$408,769,263	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$395,006,424	BeginningYearBalanceAmt
Contributions	$14,115,944	ContributionsAmt
Investment Earnings Or Losses	$24,387,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,360,896	GrantsOrScholarshipsAmt
Other Expenditures	$12,162,790	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$410,985,859	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$357,773,319	BeginningYearBalanceAmt
Contributions	$14,105,503	ContributionsAmt
Investment Earnings Or Losses	$42,908,044	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,099,003	GrantsOrScholarshipsAmt
Other Expenditures	$10,681,439	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$395,006,424	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$377,821,984	BeginningYearBalanceAmt
Contributions	$7,400,502	ContributionsAmt
Investment Earnings Or Losses	-$7,943,606	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,972,559	GrantsOrScholarshipsAmt
Other Expenditures	$10,533,002	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$357,773,319	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$374,301,967	BeginningYearBalanceAmt
Contributions	$10,710,941	ContributionsAmt
Investment Earnings Or Losses	$9,749,367	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,806,830	GrantsOrScholarshipsAmt
Other Expenditures	$9,133,461	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$377,821,984	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.23	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.42	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$19,676,302	OtherCostOrOtherBasisAmt
Book Value	$19,676,302	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$196,779	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$233,354,799	OtherCostOrOtherBasisAmt
Depreciation	$69,440,147	DepreciationAmt
Book Value	$164,111,431	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$40,494,638	OtherCostOrOtherBasisAmt
Depreciation	$33,235,731	DepreciationAmt
Book Value	$7,258,907	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$6,213,000	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$6,213,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$197,259,640	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Global Equities	$153,096,484	F
Hedge Funds	$62,416,773	F
Private Equity	$85,115,407	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$300,628,664	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Refundable Government Advances (Perkins)	$2,239,855
Postretirement benefit liability	$4,164,292

Field	Value	IRS element (for citing)
Total Liability	$6,404,147	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$126,099,053	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$383,949	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$36,423,284	OtherRevenueAmt
Revenue Not Reported	-$36,807,233	RevenueNotReportedAmt
Revenue Subtotal	$162,906,286	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,115,731	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,115,731	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$164,022,017	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$107,972,878	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$107,972,878	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,115,731	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$36,649,497	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$37,765,228	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$145,738,106	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part II, Line 5	THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET.
Schedule D, Part II, Line 9	CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES.
Schedule D, Part III, Line 1	THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT.
Schedule D, Part III, Line 4	THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
Schedule D, Part V, Line 4	ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS EARMARKED BY THE BOARD TO BE TREATED AS AN ENDOWMENT. EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OR CERTAIN SPECIFIC PURPOSES.
Schedule D, Part X, Line 2	THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION.
Schedule D, Part XI, Line 2d	Contra Revenue - Scholarship Allowance -$36,649,497 Change in value of split interest agreement $226,213
Schedule D, Part XII, Line 4b	Contra Revenue - Scholarships $36,649,497

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3	THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGS.
Schedule E, Part I, Line 6	FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	Investments	Investments in Central American and the Caribbean	$146,785,894
Central America and the Caribbean	0	Grantmaking		$67,256
East Asia and the Pacific	0	Grantmaking		$149,175
Europe (including Iceland and Greenland)	0	Grantmaking		$342,998
Middle East and North Africa	0	Grantmaking		$67,914
Russia and the newly independent States	0	Grantmaking		$45,120
South Asia	0	Grantmaking		$202,310
Sub-Saharan Africa	0	Grantmaking		$265,714
Central America and the Caribbean	3	Program Services	Study abroad	$44,234
East Asia and the Pacific	2	Program Services	Study abroad	$37,693
Europe (including Iceland and Greenland)	5	Program Services	Study abroad	$473,711
Russia and the newly independent States	2	Program Services	Study abroad	$82,869

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	12	TotalEmployeeCnt
Total Spent	$148,564,888	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Scholarships	Central America and the Caribbean	3	$0	$67,256	Scholarship credited to Students' account.	FMV
Scholarships	East Asia and the Pacific	17		$149,175	Scholarship credited to Students' account.	FMV
Scholarships	Europe (including Iceland and Greenland)	10		$342,998	Scholarship credited to Students' account.	FMV
Scholarships	Middle East and North Africa	2		$67,914	Scholarship credited to Students' account	FMV
Scholarships	Russia and the newly independent States	1		$45,120	Scholarship credited to student's account	FMV
Scholarships	South Asia	7		$203,310	Scholarship credited to Students' account.	FMV
Scholarships	Sub-Saharan Africa	9		$265,714	Scholarship credited to Students' account	FMV

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships awarded to students enrolled at the University of the South	GrantTypeTxt
Recipient	1696	RecipientCnt
Non Cash Assistance	$35,554,130	NonCashAssistanceAmt
Non Cash Assistance	Students'account is credited by the value of the scholarship awarded.	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	MERIT BASED SCHOLARSHIPS AND NEED BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT OR SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT.THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
John M McCardell Jr
Vice Chancellor/President	$565,891	$0	$0	$0	$19,262	$0	$41,250	$0	$32,434	$0	$658,837	$0	$0	$0
Nancy Berner
Provost	$243,693	$0	$0	$0	$258	$0	$36,750	$0	$37,653	$0	$318,354	$0	$0	$0
Earl Williams
Treasurer	$208,167	$0	$0	$0	$258	$0	$21,200	$0	$5,287	$0	$234,912	$0	$0	$0
William Gentry
Dean of Students	$206,517	$0	$0	$0	$258	$0	$21,000	$0	$4,687	$0	$232,462	$0	$0	$0
Terry Papillon
Dean of the College	$199,607	$0	$0	$0	$396	$0	$21,100	$0	$24,193	$0	$245,296	$0	$0	$0
Eugene Prunty
Professor	$196,008	$0	$0	$0	$667	$0	$30,430	$0	$9,366	$0	$236,471	$0	$0	$0
Jay Fisher
VP of Advancement	$191,792	$0	$0	$0	$396	$0	$20,400	$0	$58,106	$0	$270,694	$0	$0	$0
Lucy Singer
Legal Counsel	$190,767	$0	$0	$0	$258	$0	$19,500	$0	$27,811	$0	$238,336	$0	$0	$0
Lee Ann Backlund
Dean of Admission	$182,175	$0	$0	$0	$396	$0	$19,140	$0	$9,415	$0	$211,126	$0	$0	$0
Neil Alexander
Dean of School of Theology	$163,297	$0	$0	$0	$1,188	$0	$36,486	$0	$5,287	$0	$206,258	$0	$0	$0
Vicki Sells
Assoc Provost IT	$152,719	$0	$0	$0	$396	$0	$15,756	$0	$5,287	$0	$174,158	$0	$0	$0
Eric Hartman
VP Risk Assessment	$148,918	$0	$0	$0	$90	$0	$16,170	$0	$36,328	$0	$201,506	$0	$0	$0
Terri Williams
Assoc VP Advancement	$145,315	$0	$0	$0	$396	$0	$15,000	$0	$6,319	$0	$167,030	$0	$0	$0
Paul Wiley
Asst Provost Academic Svs/Inst Research	$142,802	$0	$0	$0	$258	$0	$14,545	$0	$46,571	$0	$204,176	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCATED TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D).	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Franklin Co Health and Education Facilities Board
A	521282324	353325DG5	2012-11-08	$41,051,769	Dorm Renovation and New Dorm Construction	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324	353325DH3	2014-09-01	$27,321,337	Redemption of Prior Bonds and Deferred Maintenance	0	0	0
Franklin Co Health and Education Facilities Board
C	521282324	353325ED1	2015-04-01	$7,031,896	Dormitory Constuctions	0	0	0
Franklin Co Health and Education Facilities Board
D	521282324		2016-07-21	$3,000,000	Dorm Renovation	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$3,890,000	$0	$41,051,769	$0	$0	$0	$298,972	$0	$0	$38,112,311	$2,939,458	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$3,595,000	$0	$27,321,337	$0	$0	$0	$128,250	$0	$0	$14,239,474	$12,956,842	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	$0	$0	$7,031,896	$0	$0	$0	$91,535	$0	$0	$7,031,896	$0	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	$489,360	$0	$3,000,000	$0	$0	$0	$0	$0	$0	$3,000,000	$0	$0	2017	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Franklin Co Health and Education Facilities Board
A	521282324	2017-10-24	$1,200,000	Library Renovation	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324	2019-03-28	$22,274,000	New Wellness Commons and renovations	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$702,940	$0	$1,200,000	$0	$0	$0	$0	$0	$0	$1,200,000	$0	$0	2018	0	0	Yes (1)	Yes (1)
B	$0	$0	$22,274,000	$0	$0	$0	$52,500	$0	$0	$0	$0	$22,221,500		0	0	0	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)	0	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
Various
Board and Others	$87,591	Need Based	Room, Board, Tuition Assistance
Varioius
Board and Others	$55,938	Merit Based	Room, Board, Tuition Assistance

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	No revenue reported	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	No revenue reported	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	No revenue reported	MethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$133,810	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Purchase price	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	113	ContributionCnt
Noncash Contributions Rpt F990	$1,117,423	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Quoted Price	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$145,699	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Sale documents	MethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$110,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Sale documents	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Horse	4	$0	No revenue recorded
Yes (X)	Athletic Equipment	2	$0	No revenue reported
Yes (X)	Lab Equipment	1	$0	No revenue reported

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 33	FormAndLineReferenceDesc
Explanation	Revenues are not recognized for non-cash contributions (gifts-in-kind) when the related asset is not recognized on the balance sheet.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 7a	THE DIOCESES ELECT OR APPOINT LAY TRUSTEES.
Form 990, Part VI, Section A, Line 7b	THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Section B, Line 11b	THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION.
Form 990, Part VI, Section B, Line 12c	IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS.
Form 990, Part VI, Section B, Line 15	THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES.
Form 990, Part VI, Section C, Line 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.
Form 990, Part XI, Line 9	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS.