2020-07-14T11:48:48-05:00 2019-06-30 454084437 WARREN AVERETT LLC SIX CONCOURSE PARKWAY SUITE 600 ATLANTA GA 30328 990 2018-07-01 580603153 REINHARDT UNIVERSITY REIN 7707205600 7300 REINHARDT CIRCLE WALESKA GA 301835602 STEPHANIE OWENS CFO 7707205600 2020-07-13 1 M SUSAN HILL P00846200 7703961100 2020-07-13 108.245.20.92 2020-07-13 23:06:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2997BEA62C86A65C65E5C318DE2E7E37921ACB51 2018 2020-09-23 17:36:50Z DR KINA MALLARD 7300 REINHARDT CIRCLE WALESKA GA 301835602 45483964 0 X WWW.REINHARDT.EDU X 1883 GA THE PURPOSE OF REINHARDT UNIVERSITY IS TO PROVIDE FOR ITS STUDENTS BACCALAUREATE AND GRADUATE EDUCATION AT A UNITED METHODIST AFFILIATED, COEDUCATIONAL UNIVERSITY THAT IS CHALLENGING, CARING, AND COMMITTED TO THE INDIVIDUAL. 30 30 685 45 -1446 -4112 3733135 3593350 35206432 38163230 3156082 1749790 139984 -31216 42235633 43475154 10557450 12584082 0 0 15923383 16084180 0 0 55995 15382376 16818189 41863209 45486451 372424 -2011297 112983937 114715901 44358824 48194828 68625113 66521073 X THE PURPOSE OF REINHARDT UNIVERSITY IS TO PROVIDE FOR ITS STUDENTS BACCALAUREATE AND GRADUATE EDUCATION AT A UNITED METHODIST AFFILIATED, COEDUCATIONAL UNIVERSITY THAT IS CHALLENGING, CARING, AND COMMITTED TO THE INDIVIDUAL. 0 0 13519773 30624489 INSTRUCTION - INSTRUCTION AND ACADEMIC PROGRAMS LEADING TO BACHELOR'S AND MASTER'S LEVEL DEGREES FOR REINHARDT STUDENTS. (1,566 STUDENTS) 6624620 6978704 AUXILIARY ENTERPRISES - RESIDENCE HALLS, FOOD SERVICE, AND OTHER SUPPORT FOR THE INSTRUCTIONAL PROGRAM OF THE UNIVERSITY. (1,566 STUDENTS) 6891661 560037 STUDENT SERVICES - STUDENT DEVELOPMENT, COUNSELING, ATHLETICS, ADMISSIONS, FINANCIAL AID ADMINISTRATION, RECORDS, AND OTHER SUPPORT FOR THE INSTRUCTIONAL PROGRAM OF THE UNIVERSITY. (1,566 STUDENTS) 12584082 12584082 FINANCIAL AID - SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING THE UNIVERSITY. (1,566 STUDENTS) 12584082 12584082 39620136 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 94 0 685 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 GA X STEPHANIE OWENS CFO 7707205600 7300 REINHARDT CIRCLE WALESKA GA 301835602 C KEN WHITE CHAIRMAN 1.00 X 0 0 0 DEBORAH A MARLOWE SECRETARY 1.00 X 0 0 0 LEWIS A CLINE TREASURER 1.00 X 0 0 0 SHARON J BARTELS TRUSTEE 1.00 X 0 0 0 THOMAS M BEMAN TRUSTEE 1.00 X 0 0 0 JOHN H BENNETT JR TRUSTEE 1.00 X 0 0 0 WARREN R CALVERT TRUSTEE 1.00 X 0 0 0 THOMAS W CARTER TRUSTEE 1.00 X 0 0 0 RAYMOND H COX TRUSTEE 1.00 X 0 0 0 BONNIE H DEBORD TRUSTEE 1.00 X 0 0 0 RICHARD L DIXON TRUSTEE 1.00 X 0 0 0 JEFFREY R DOBSON TRUSTEE 1.00 X 0 0 0 JEROME E DOBSON TRUSTEE 1.00 X 0 0 0 L AUSTIN FLINT TRUSTEE 1.00 X 0 0 0 JAMES K HASSON JR TRUSTEE 1.00 X 0 0 0 WILLIAM G HASTY JR TRUSTEE 1.00 X 0 0 0 ALICIA M IVEY TRUSTEE 1.00 X 0 0 0 PHILLIP M LANDRUM III TRUSTEE 1.00 X 0 0 0 BEN L LOOPER TRUSTEE 1.00 X 0 0 0 BRYAN E MCALLISTER TRUSTEE 1.00 X 0 0 0 M ELLEN MCELYEA TRUSTEE 1.00 X 0 0 0 JOAN U MCFATHER TRUSTEE 1.00 X 0 0 0 JAMES B MOONEYHAN TRUSTEE 1.00 X 0 0 0 PATIENCE E PETERSON TRUSTEE 1.00 X 0 0 0 A R ROBERTS III TRUSTEE 1.00 X 0 0 0 NANCY G SIMMS TRUSTEE 1.00 X 0 0 0 HEATHER TROTTER TRUSTEE 1.00 X 0 0 0 JAMES A WASHBURN TRUSTEE 1.00 X 0 0 0 FRED J WEIR III TRUSTEE 1.00 X 0 0 0 KEVIN WILLIAMS TRUSTEE 1.00 X 0 0 0 DR KINA MALLARD PRESIDENT 50.00 X 280000 0 27770 STEPHANIE OWENS CFO 50.00 X 123000 0 10551 DR MARK ROBERTS VP, ACADEMIC ADMINISTRATION 50.00 X 144996 0 25091 TIM NORTON VP OF ADVANCEMENT AND MARKETING 50.00 X 137248 0 25396 WILLIAM POPP VP OF ATHLETICS 50.00 X 91050 0 510 WALTER MAY VP OF STUDENT AFFAIRS 50.00 X 64408 0 8606 JULIE FLEMING VP OF ENROLLMENT 50.00 X 90030 0 8707 930732 0 106631 4 0 1 0 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS GA 18612 FOOD SERVICE 2256649 NATIONAL MANAGEMENT RESOURCES CORPORATIO PO BOX 1224 LAGRANGE GA 30241 FACILITIES MANAGEMENT 1263641 2 72810 71403 3449137 379000 3593350 TUITION AND FEES 611710 30624489 30624489 AUXILIARY SERVICES 611710 6978704 6978704 STUDENT ACTIVITIES 611710 560037 560037 38163230 1616311 1616311 2028850 55484 1777273 173582 251577 -118098 133479 133479 28185 72810 57955 -29770 -29770 INCOME (LOSS) FROM PARTNERSHIP 523000 -1446 -1446 -1446 43475154 38163230 -1446 1720020 11889913 11889913 694169 694169 930732 809737 120995 12759616 11143505 1616111 363467 304414 59053 1213522 967878 245644 816843 704162 112681 4713 4713 101136 101136 230054 230054 2313636 1238913 1069060 5663 130207 81734 48473 392161 295375 75961 20825 20660 3868 16792 1164659 1039173 125486 105210 78593 22326 4291 1424556 1417234 7322 594955 594955 2814448 2605465 208983 365771 45391 320380 ATHLETIC EXPENSES 3173860 3173860 LIBRARY EXPENSES 1096952 1096952 REPAIRS AND MAINTENENCE 714523 714523 SOFTWARE MAINTENENCE 431469 431469 1739219 720322 993681 25216 45486451 39620136 5810320 55995 2926819 2926444 819367 929292 2123964 2359334 505677 614179 17007 12900 527185 1589783 106859930 45528561 59672828 61331369 36918308 39950850 5298616 1007571 4174166 3994179 112983937 114715901 5229627 4814550 1184665 1121746 28488594 28596108 9455938 13662424 44358824 48194828 X 36488849 35611251 5776162 4209060 26360102 26700762 68625113 66521073 112983937 114715901 X -2011297 -87772 -4971 X 0 1 X 1 1 1 X 2273863 1950916 6497032 3435815 3593350 17750976 2273863 1950916 6497032 3435815 3593350 17750976 4613615 13137361 997082 816167 1030582 1212459 1616311 5672601 289 5163 0 5452 23429029 164470396 0.56070 0.55780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 379000 1794816 X X X 0 40575481 308222 1548616 2279195 2500000 37653124 39438494 452496 3194640 2510149 40575481 37775362 382616 4381401 3100885 39438494 40250332 80296 -155240 2400026 37775362 41234539 928225 1313263 3225695 40250332 0.32240 0.62690 0.05070 0 0 502258 502258 93813808 35909868 57903940 1525946 879752 646194 10925772 8738941 2186831 92146 92146 61331369 30626230 -87772 -4971 -92743 30718973 230054 12526127 12756181 43475154 32730270 57955 57955 32672315 230054 12584082 12814136 45486451 PART III, LINE 4: THE MISSION OF THE FUNK HERITAGE CENTER IS TO TELL THE STORY OF THE EARLY APPALACHIAN SETTLERS AND SOUTHEASTERN INDIANS THROUGH EDUCATIONAL PROGRAMMING AND THE COLLECTION, CARE AND EXHIBITION OF ART AND ARTIFACTS. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 120 DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR VARIOUS PURPOSES INCLUDING SCHOLARSHIPS AND FINANCIAL AID, FACULTY AND ACADEMIC PROGRAMS DEVELOPMENT, MAINTENANCE AND GENERAL SUPPORT. THE ENDOWMENT ALSO INCLUDES BOARD DESIGNATED ENDOWMENT FUNDS FOR VARIOUS PURPOSES SUCH AS LONG-TERM INVESTMENT, SPECIAL PROJECTS AND GROWTH OF THE QUASI-ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -4,971. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 12,584,082. SPECIAL EVENT DIRECT EXPENSES -57,955. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 57,955. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 12,584,082. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 REINHARDT UNIVERSITY PUBLISHES A STATEMENT IN THE UNIVERSITY CATALOG STATING THE UNIVERSITY IS IN COMPLIANCE WITH TITLE VI OF THE CIVIL RIGHTS ACT OF 1964 AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, OR NATIONAL ORIGIN. THE UNIVERSITY IS ALSO IN COMPLIANCE WITH TITLE IX OF THE EDUCATIONAL AMENDMENTS OF 1972 AND DOES NOT DISCRIMINATE ON THE BASIS OF GENDER. SCHEDULE E, PART I, LINE 6 REINHARDT UNIVERSITY RECEIVES TITLE IV FINANCIAL ASSISTANCE. THE UNIVERSITY COMPLIES WILL ALL NECESSARY REGULATIONS AND DISCLOSURE REQUIREMENTS ASSOCIATED WITH THESE TYPES OF GOVERNMENTAL ASSISTANCE. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE STUDY ABROAD 261890 SOUTH AMERICA 0 0 PROGRAM SERVICE STUDY ABROAD 87594 0 0 0 0 0 0 349484 0 349484 TUITION DISCOUNT CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 4 86200 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 37137 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT EUROPE (INCLUDING ICELAND & GREENLAND) - 23 361882 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 31800 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT RUSSIA AND NEIGHBORING STATES 1 19500 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT SOUTH AMERICA - ARGENTINA, BOLIVIA, 7 151000 CREDIT TO STUDENT ACCOUNT FMV TUITION DISCOUNT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 6650 CREDIT TO STUDENT ACCOUNT FMV 0 0 0 0 0 0 PART I, LINE 2: THE GRANTS REPORTED IN PART III ARE SCHOLARSHIPS TO STUDENTS. THE USE OF SCHOLARSHIPS IS CONTROLLED BY APPLYING SUCH AMOUNTS DIRECTLY AGAINST BALANCES OWED BY THE STUDENT FOR TUITION, FEES AND OTHER QUALIFYING EDUCATIONAL EXPENSES. EXPENSES RELATED TO FOREIGN PROGRAM SERVICES ARE BASED ON ACTUAL RECEIPTS. PART III, COL (C): THE ESTIMATED NUMBER OF RECIPIENTS IS BASED ON FOREIGN NATIONALS WHO MAINTAIN RESIDENCE IN THEIR HOME COUNTRY WHILE ATTENDING REINHARDT UNIVERSITY ON A VISA. GOLF CLASSIC 81635 66790 14845 10143 38504 MINISTERIAL GOLF CLASSIC 19360 6020 13340 1329 7979 100995 72810 28185 11472 46483 57955 -29770 1 SCHOLARSHIPS AND FINANCIAL ASSISTANCE 1057 11889913 THE TUITION DISCOUNT IS A REDUCTION IN TUITION COSTS TO THE STUDENT. PART I, LINE 2: THE UNIVERSITY'S FINANCIAL AID DEPARTMENT MONITORS AND MAINTAINS RECORDS REGARDING ALL FINANCIAL AID AWARDS. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DR KINA MALLARD PRESIDENT 280000 0 0 0 0 0 0 0 27770 0 307770 0 0 0 DR MARK ROBERTS VP, ACADEMIC ADMINISTRATION 144996 0 0 0 0 0 0 0 25091 0 170087 0 0 0 TIM NORTON VP OF ADVANCEMENT AND MARKETING 137248 0 0 0 0 0 0 0 25396 0 162644 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE. AS A CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT RESIDES IN CAMPUS HOUSING. THEREFORE, NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 1A: PERSONAL SERVICES. CLEANING SERVICES ARE PROVIDED FOR THE PRESIDENT ON AN IRREGULAR BASIS AND THE VALUE IS CONSIDERED NOMINAL. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. A CITY OF WALESKA DOWNTOWN DEV AUTHORITY 900129330 931413BQ0 2018-02-08 29190000 REFINANCE DEBT, CONSTRUCTION OF STUDENT HOUSING, THEATRE, RELATED AMENTIES 0 0 0 A 29190000 868691 222706 2018 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 2 379000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IT IS THE POLICY OF THE BOARD OF TRUSTEES OF REINHARDT UNIVERSITY THAT THE FINANCE COMMITTEE WILL COMPLETE AND/OR REVIEW IRS FORM 990, PRIOR TO FILING IT WITH THE IRS. ONCE THE FINANCE COMMITTEE HAS REVIEWED IRS FORM 990, A COPY SHALL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO THE FILING. BOARD MEMBERS SHALL EXERCISE THEIR BEST EFFORTS TO REVIEW FORM 990 BEFORE IT IS FILED. BOARD MEMBERS WHO HAVE COMMENTS OR REVISIONS TO FORM 990 SHALL SUBMIT THESE COMMENTS OR REVISIONS IN WRITING TO THE FINANCE COMMITTEE CHAIR OR TO THE COLLEGE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF THE BOARD OF TRUSTEES OF REINHARDT UNIVERSITY THAT THE EXECUTIVE COMMITTEE OR ITS DESIGNEE WILL SERVE AS THE REVIEW POINT FOR EXECUTIVE COMPENSATION AS ENVISIONED UNDER THE INTERMEDIATE SANCTIONS PROVISIONS OF THE INTERNAL REVENUE CODE. THE EXECUTIVE COMMITTEE OR ITS DESIGNEE WILL ON AN ANNUAL BASIS REVIEW THE COMPENSATION AND BENEFITS PACKAGES FOR THE PRESIDENT OF THE UNIVERSITY AS WELL AS THE VICE PRESIDENTS TO ENSURE THAT COMPENSATION IS REASONABLE AND APPROPRIATE, AND THAT THERE IS NO EXCESS BENEFIT TO SENIOR EMPLOYEES OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE MAY USE COMPARISONS TO OTHER LIKE INSTITUTIONS OR SUCH OTHER MEASURES AS IT DEEMS APPROPRIATE IN ITS WORK. THE EXECUTIVE COMMITTEE OR ITS DESIGNEE WILL REPORT THE RESULTS OF ITS WORK TO THE CHAIR OF THE BOARD OF TRUSTEES FOR USE IN ESTABLISHING ANY COMPENSATION OR ADDITIONAL BENEFITS FOR THOSE SENIOR EMPLOYEES UNDER ITS REVIEW. FORM 990, PART VI, SECTION C, LINE 18 THE UNIVERSITY'S FORM 990 IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ALL GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -4,971.