2018-05-14T14:07:34-05:00 2017-06-30 350921680 CROWE HORWATH LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2016-07-01 630312914 Samford University SAMF 2057262811 800 Lakeshore Drive Birmingham AL 35229 Harry B Brock III EVP & VP Bus & Fin Affairs 2018-05-14 true NICOLE M BENCIK P00756195 3128997000 2016 2021-01-29 14:40:06Z T Andrew Westmoreland 800 Lakeshore Drive Birmingham AL 35229 276039038 false X www.Samford.edu X 1841 AL A UNIVERSITY THAT NURTURES PERSONS IN THEIR DEVELOPMENT OF INTELLECT, CREATIVITY, FAITH, AND PERSONHOOD: FOSTERS ACADEMIC, CAREER, AND ETHICAL COMPENTENCY WHILE ENCOURAGING SOCIAL AND CIVIC RESPONSIBILITY AND SERVICE TO OTHERS. 41 38 3011 500 829334 0 16538924 19332893 177759734 190232684 6579227 23724631 -866227 -1263419 200011658 232026789 44774983 48191129 0 0 95674112 105686077 0 0 3474848 98881841 70199810 239330936 224077016 -39319278 7949773 629166485 695296431 346742135 384493211 282424350 310803220 X THE MISSION OF SAMFORD UNIVERSITY IS TO NURTURE PERSONS IN THEIR DEVELOPMENT OF INTELLECT, CREATIVITY, FAITH, AND PERSONHOOD. AS A CHRISTIAN UNIVERSITY, THE COMMUNITY FOSTERS ACADEMIC, CAREER, AND ETHICAL COMPENTENCY WHILE ENCOURAGING SOCIAL AND CIVIC RESPONSIBILITY, AND SERVICE TO OTHERS. false false 85123571 155144125 SAMFORD UNIVERSITY, WITH ITS 12:1 STUDENT TO FACULTY RATIO IN THE 2016-2017 ACADEMIC YEAR, OFFERED 30 DEGREE PROGRAMS IN NEARLY 150 MAJORS TO STUDENTS IN TEN ACADEMIC SCHOOLS. STUDENTS WERE ENROLLED FROM MORE THAN 47 STATES AND 29 FOREIGN COUNTRIES. THE TUITION AND FEES DERIVED FROM THESE STUDENTS PAID THE SALARIES, WAGES AND BENEFITS OF THE UNIVERSITY'S FACULTY AND STAFF. 48091480 48091480 SAMFORD UNIVERSITY AWARDED OVER $48 MILLION IN AID TO NEARLY 5,200 STUDENTS DURING THE 2016-2017 AID YEAR. 37645760 99649 21197261 Additional program services include food services and vending, bookstore sales, educational workshops/programs and other types of program services. 13256947 0 13824403 SAMFORD UNIVERSITY MAINTAINS A BEAUTIFUL CAMPUS OF ACADEMIC AND ADMINISTRATIVE BUILDINGS AND STUDENT HOUSING. 13256947 13824403 184117758 true true false false false false false true false true true true false false true false false true true true true false true false true false false true true true true false false false false false false true false true false true true false false true true true false false false true 5572 0 true 3011 true true true true UK false false false true true false false false false X 41 38 false false false false false false false true true false false true true true true true true true true false X X Harry B Brock III 2057262811 800 Lakeshore Drive Birmingham AL 35229 Timothy Vines Chair/Trustee 1.0 X X 0 0 0 Beth Thorne Stukes Vice Chair/Trustee 1.0 X X 0 0 0 Victor E Nichol Jr Secretary/Trustee 1.0 X X 0 0 0 D Warren Bailey Assistant Secretary/Trustee 1.0 X X 0 0 0 Thomas T Lamberth Trustee 1.0 X 0 0 0 Charles W Lancaster Trustee 1.0 X 0 0 0 Sheri P McKean Trustee 1.0 X 0 0 0 Jerry Newby Trustee 1.0 X 0 0 0 Gary Ray Pearman Trustee 1.0 X 0 0 0 Alan Register Trustee 1.0 X 0 0 0 Mary Shaw Trustee 1.0 X 0 0 0 Zeke W Smith Trustee 1.0 X 0 0 0 Roderic G Steakley Trustee 1.0 X 0 0 0 William J Stevens Trustee 1.0 X 0 0 0 James C Stivender Trustee 1.0 X 0 0 0 Rachel C Wachter Trustee 1.0 X 0 0 0 Ronald L Watkins Trustee 1.0 X 0 0 0 Rhonda C Witcher Trustee 1.0 X 0 0 0 Jay L Wolf Trustee 1.0 X 0 0 0 Gerald C Hallmark Trustee (Term ended 12/2016) 1.0 X 0 0 0 Mazen Sahawneh OD Trustee (Term ended 12/2016) 1.0 X 0 0 0 Albert L Shumaker Trustee (Term ended 12/2016) 1.0 X 0 0 0 Hon Albert P Brewer Trustee (Term ended 12/2016) 1.0 X 0 0 0 Gary Fenton Trustee (Term ended 12/2016) 1.0 X 1000 0 0 Linda H Bachus Trustee 1.0 X 0 0 0 Sue M Belcher Trustee 1.0 X 0 0 0 John E Bell Jr Trustee 1.0 X 0 0 0 Judge Karon O Bowdre Trustee 1.0 X 0 0 0 Victor M Brown Trustee 1.0 X 0 0 0 Dr Charles T Carter Trustee 9.0 X 21600 0 22542 Boyd E Christenberry Trustee 1.0 X 0 0 0 Andrew B Cundiff Trustee 1.0 X 0 0 0 S Earl Dove Trustee 1.0 X 0 0 0 Michael P Dunn Trustee 1.0 X 0 0 0 Sherri Foyt Trustee 1.0 X 0 0 0 Dr Joseph C Godfrey Trustee 1.0 X 0 0 0 H Hobart Grooms Jr Trustee 1.0 X 0 0 0 Rev Randy Gunter Trustee 1.0 X 0 0 0 Pete M Hanna Trustee 1.0 X 0 0 0 Elmer B Harris Trustee 1.0 X 0 0 0 Robert Holmes Jr Trustee 1.0 X 0 0 0 C Thomas Houser Trustee 1.0 X 0 0 0 J Theodore Jackson Jr Trustee 1.0 X 0 0 0 James Robert Jackson Trustee 1.0 X 0 0 0 Don Kilgore Trustee 1.0 X 0 0 0 Rev John E King Jr Trustee 1.0 X 0 0 0 Theron Andrew Westmoreland President 40.0 X 337834 0 134590 Harry B Brock III Executive Vice President & VP for Business and Financial Affairs 40.0 X 256401 0 88580 James Michael Hardin Provost and Vice President 40.0 X 184520 0 105786 Elizabeth B Holloway Vice President for Marketing and Communication 40.0 X 212104 0 123084 Roger Philip Kimrey Vice President for Student Affairs and Enrollment 40.0 X 221807 0 107042 William R Pittman Vice President for University Advancement 40.0 X 243222 0 75582 Nena F Sanders Vice Provost, College of Health Sciences 40.0 X 233179 0 128291 Michael A Crouch Dean, McWhorter School of Pharmacy 40.0 X 223858 0 31382 Christopher M Hatcher Head Coach, Football 40.0 X 226119 0 21445 Charles Martin Newton Jr Director of Athletics 40.0 X 238528 0 55836 Henry C Strickland Dean, Cumberland School of Law 40.0 X 241104 0 112177 Patrick J Sullivan Assistant to President 40.0 X 256396 0 65455 William Clark Watson General Counsel 40.0 X 214553 0 23395 John Carroll Faculty - Former Key Employee as Dean of Cumberland School of Law 40.0 X 200511 0 97926 3312736 0 1193113 155 true true true Hoar Construction LLC PO Box 660400 Birmingham AL 35266 Construction contractor 13503140 Sodexo Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Dining service 5363653 Diversified Maintenance PO Box 11407 Birmingham AL 352461226 Cleaning service 2467194 CSI Leasing Inc PO Box 95531 Grapevine TX 760999703 Leasing company 1509950 One Diversified LLC 37 Market Street Kenilworth NJ 07033 Techology services 1413782 68 X 0 0 210800 0 1132587 17989506 5089736 19332893 Tuition & fees 611310 155144125 155144125 0 0 Dormitory & utilities 721310 13824403 13824403 0 0 Food services & vending 722210 9503420 9503420 0 0 Educational workshops/programs 451211 2397610 2397610 0 0 Bookstore sales 611710 2326856 2326856 0 0 7036270 6969375 66895 0 190232684 6935549 0 151830 6783719 0 0 0 0 0 0 0 0 1917104 0 3093114 0 -1176010 0 -1176010 0 610609 -1786619 57533826 0 40738690 6054 16795136 -6054 16789082 0 0 16789082 86982 210800 174391 -87409 0 -87409 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 232026789 190165789 829334 21698773 99649 99649 46125096 46125096 1966384 1966384 3708875 2054242 1155278 499355 222611 222611 72174342 58958051 11779453 1436838 14583083 11751540 2465003 366540 9946675 8068957 1653050 224668 5050491 4068171 855553 126767 146315 3310 143005 271582 2432 269150 1973000 1973000 5914736 4025352 1754946 134438 1513744 1081487 336501 95756 6834928 6336845 230957 267126 3749435 750738 2931742 66955 14575454 13256947 1284224 34283 5465049 5010134 330819 124096 1032937 801944 190347 40646 4968475 4968475 13179315 13179315 955577 955577 Service & service auxiliary 7172613 36033 7136580 Dues, subscriptions, memberships 1671563 1350045 264138 57380 Other 775087 775087 0 0 0 0 224077016 184117758 36484410 3474848 35344810 42124693 21695958 22319843 1634223 3147375 0 0 0 4290000 2977500 428182 428554 2316710 2377771 559698406 242453076 279930519 317245330 202241452 221855866 68511115 69239721 12773516 13579778 0 0 629166485 695296431 9981571 8318135 7148822 8347501 173033721 193740239 29839415 28789030 126738606 145298306 346742135 384493211 X 53671688 72457028 81182532 87454210 147570130 150891982 282424350 310803220 629166485 695296431 X 7949773 9169897 3068 11256132 X false true X true true true X 30686655 21182948 17183376 16538924 19332893 104924796 0 0 30686655 21182948 17183376 16538924 19332893 104924796 17849427 87075369 2973247 2105130 2508891 5711739 8090214 21389221 136688 0 88510 0 829334 1054532 13641104 0 0 0 86982 13728086 141096635 834415230 0.6171 0.7755 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 13641104.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 13641104.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 86982.0, COLUMN F - 86982.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 730220 X X false 316689684 1903014 30890976 14459956 335023718 319249582 3082445 613866 6256209 316689684 323843012 3573490 3359330 11526250 319249582 294872360 6275388 35433328 12738064 323843012 289110511 4674961 22844019 21757131 294872360 0.4485 0.4163 0.1352 false false 30613631 30613631 362663211 151725240 210937971 33460330 26718712 6741618 132961234 64009124 68952110 317245330 LIMITED PARTNERSHIP INTEREST 46962669 F SPECIAL SITUATION FUNDS 2228764 F REAL ESTATE 19973019 F LIFE INSURANCE CONTRACTS 38986 F OTHER 36283 F 69239721 PENSION PLAN OBLIGATION 100196996 DEPOSITS HELD ON BEHALF OF OTHERS 6901604 ANNUITIES PAYABLE 6709996 CONSTRUCTION DEBT 28018277 OTHER 3471433 145298306 Schedule D, Part III, Line 4 Collections of art - description of collections The University's collections of art are used to enhance the beauty of its Colonial-style buildings, as well as to maintain these works for the enjoyment of future generations. Schedule D, Part V, Line 4 Intended uses of endowment funds The University will use the endowment funds according to donor restrictions for scholarships, fellowships, research, etc. as well as for purposes designated by the Board for quasi and unrestricted endowments. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The University typically runs an advertisement in the local newspaper annually publicizing its racially nondiscriminatory policy. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT The University receives federal financial aid for its students and grant revenue for research. true Europe (Including Iceland and Greenland) 1 2 Program Services Educational classes/study abroad 1449880 Central America and the Caribbean 0 0 Program Services Educational classes/study abroad 205229 South America 0 0 Program Services Educational classes/study abroad 25195 Middle East and North Africa 0 0 Program Services Educational classes/study abroad 135410 Europe (Including Iceland and Greenland) 0 0 Investments 27895000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1422789 Central America and the Caribbean 0 0 Grantmaking 525011 South America 0 0 Grantmaking 7324 Middle East and North Africa 0 0 Grantmaking 11260 1 2 0 0 1 2 31677098 0 31677098 Scholarships Europe (Including Iceland and Greenland) 108 1422789 Student account Scholarship Central America and the Caribbean 52 525011 Student account Scholarships South America 2 7324 Student account Scholarships Middle East and North Africa 5 11260 Student account true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Funds are credited to the students' accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions who work closely together to ensure proper usage of grant funds. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Funds are credited to the students' accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions who work closely together to ensure proper usage of grant funds. Golf tournament 196500 148160 48340 69832 8804 59388 Bulldog Bash 101282 62640 38642 5242 10710 5525 14890 0 297782 210800 86982 69832 5242 19514 5525 74278 174391 -87409 true Pure Inc 210 North Walton Blvd Suite 26 Bentonville AR 72712 274586127 501(c)(3) 27000 General support University of Alabama at Birmingham 1720 2nd Avenue S Birmingham AL 352940112 636005396 501(c)(3) 10168 Support of WBHM and special event One Vision International Inc PO Box 20608 Knoxville TN 37940 202025850 501(c)(3) 33150 General support Reel Life International Inc PO Box 661105 Birmingham AL 35266 270182988 501(c)(3) 11100 General support 4 0 Scholarships 5195 46125096 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Funds are credited to the students' accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions, who work closely together to ensure proper usage of grant funds. X X X X true true X X X false true false false false false false false false Theron Andrew Westmoreland President 326393 0 0 0 11441 0 65398 0 69192 0 472424 0 0 0 Harry B Brock III Executive Vice President & VP for Business and Financial Affairs 252045 0 0 0 4356 0 71143 0 17437 0 344981 0 0 0 James Michael Hardin Provost and Vice President 175164 0 0 0 9356 0 37452 0 68334 0 290306 0 0 0 Elizabeth B Holloway Vice President for Marketing and Communication 211226 0 0 0 878 0 102629 0 20455 0 335188 0 0 0 Roger Philip Kimrey Vice President for Student Affairs and Enrollment 218508 0 0 0 3299 0 88526 0 18516 0 328849 0 0 0 William R Pittman Vice President for University Advancement 237389 0 0 0 5833 0 58798 0 16784 0 318804 0 0 0 Nena F Sanders Vice Provost, College of Health Sciences 228915 0 0 0 4264 0 109241 0 19050 0 361470 0 0 0 Michael A Crouch Dean, McWhorter School of Pharmacy 222914 0 0 0 944 0 11476 0 19906 0 255240 0 0 0 Christopher M Hatcher Head Coach, Football 204160 0 13500 0 8459 0 4561 0 16884 0 247564 0 0 0 Charles Martin Newton Jr Director of Athletics 185593 0 29000 0 23935 0 40873 0 14963 0 294364 0 0 0 Henry C Strickland Dean, Cumberland School of Law 238269 0 0 0 2835 0 96052 0 16125 0 353281 0 0 0 Patrick J Sullivan Assistant to President 250833 0 0 0 5563 0 50510 0 14945 0 321851 0 0 0 William Clark Watson General Counsel 210666 0 0 0 3887 0 5468 0 17927 0 237948 0 0 0 John Carroll Faculty - Former Key Employee as Dean of Cumberland School of Law 193787 0 0 0 6724 0 83340 0 14586 0 298437 0 0 0 Schedule J, Part II, Column (B)(i) Base compensation James Michael Hardin, Provost and Vice President, is an ordained minister and is eligible to claim a nontaxable ministerial benefit. As a result, his W-2, Box 1 reportable compensation excludes certain nontaxable benefits such as a nontaxable ministerial allowance and 403(b)/457 employee deferrals. These nontaxable benefits are reported on Schedule J, columns C and D. For comparison purposes, if he were not an ordained minister, his compensation would be reported as follows on Schedule J: B(i) $256,364, B(iii) $9,356, C $5,452, D $19,134 and E $290,306. Note there is no difference in the total compensation reported in Column E. Form 990, Part VII, Section A, Columns D and F would also reflect these differences, but the total amounts would remain the same. Schedule J, Part I, Line 1a Travel for companions The First Lady of the University often travels with the President for University business. She serves as executive director of Samford's Legacy League, an auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Dean's Executive Council for the University's School of Education, utilizing her Masters and Doctorate degrees in education, and coordinates or participates in certain international programs requiring travel. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The University provides a residence for the President's use. The President and First Lady frequently host a significant number of events and individuals in their home. Schedule J, Part I, Line 1a Health or social club dues or initiation fees The University provides social club dues and fees to 5 of its officers and key employees. The officers and key employees use the clubs to host University events, and their personal use is de minimus. Schedule J, Part I, Line 1a Personal services Housekeeping services at the President's home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the President's home, and the fact that all areas, including personal quarters, are open and available for viewing during these events. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The University and the president entered into a 457(f) deferred compensation agreement effective November 1, 2015. All amounts elected to be side aside remain the sole property of the University until paid per this agreement. The University contributed $46,932 this year. A Educational Building Authority of the City of Homewood 521442481 2009-09-24 25000000 Current refunding of Series 2008-B bonds false false false B Educational Building Authority of the City of Homewood 521442481 2012-07-16 25000000 Construction of capital projects false false false C Educational Building Authority of the City of Homewood 521442481 437887FW7 2013-07-29 78551420 Current refunding of Series 2001, 2008-A and 2010-A Bonds false false false D Educational Building Authority of the City of Homewood 521442481 2014-12-22 31000000 Construction and renovation of capital projects false false false A 2842452 25000000 25000000 true false true true B 7257537 22350000 22350000 2013 false false true true C 3301420 78551420 708435 425324 77417661 true false true true D 2066667 31000000 49500 30950500 2015 false false true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false true false false 0.0001 0.0 0.0001 false false true D false false false false 0.0 0.0 0.0 false false true A false false true false true false false false true B false false true false true false false false true C false false true false false false false false true D false false true false true false false false true A true B true C true D true Schedule K, Part V Samford University has written procedures to ensure tax compliance with federal tax requirements; however, the procedures do not mandate that Samford enter into the voluntary closing agreement program. Schedule K, Part II, Line 3 Series 2012-A, Column B The University only performed drawdowns totaling $23,350,000 of the total $25,000,000 issue price. The University will not draw down the additional funds. A Educational Building Authority of the City of Homewood 521442481 437887GD8 2017-06-29 50656776 Current refunding of Series 2007A bonds & purchase/renovation of capital projects false false false A 4016776 50656776 462844 18415937 25189305 6588690 true false false true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true 12050 Merit-based scholarship Study/Education Riley Westmoreland Family member of Dr. Westmoreland, officer 42327 Employee compensation false Kimberly Davey Family member of Nena Sanders, key employee 88196 Employee compensation false Lynda Jentsch Family member of Hobart Grooms, trustee 92088 employee compensation false Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS COLLEGES AND UNIVERSITIES ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDE SCHOLARSHIPS, GRANTS, FELLOWSHIPS OR SIMILAR FINANCIAL ASSISTANCE. X 348 Market value X 3855 Market value X 29 2388534 Market value X 1 550 Market value X 7 1025 Cost X Food for events 3 755 Cost X Food service equipment 1 2677215 Cost X Furniture and equipment 6 16541 Market value X Gift certificates 11 913 Market value false true false Schedule M, Part I Explanations of reporting method for number of contributions Collectibles - Number of contributions Food inventory - Number of contributions Other - Food for events Number of contributions Other - Food service equipment Number of contributions Other - Furniture and equipment Number of contributions Other - Gift certificates Number of contributions Books and publications - Number of contributions Clothing and household goods - Number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 4d Description of other program services (Expenses $ 13,256,947 including grants of $ 0)(Revenue $ 13,824,403) SAMFORD UNIVERSITY MAINTAINS A BEAUTIFUL CAMPUS OF ACADEMIC AND ADMINISTRATIVE BUILDINGS AND STUDENT HOUSING. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Board of Trustees shall elect from its Active and Life Members an Executive Committee consisting of: (a) those currently serving Trustees who formerly served at least one term as Chair of the Board; (b) sixteen (16) additional members, including the Chair, Vice Chair, Secretary, and Assistant Secretary of the Board, and the respective chairs of the Business and Financial Affairs, Audit, Operations and Planning, Student Affairs and Enrollment Management, Academic Affairs, University Advancement, and Investment Committees and of the Committee on Trustees. Four additional members of the Executive Committee shall be elected from the membership at large. Members of each Board committee shall be elected annually to serve terms of one calendar year or until their successors have been elected and have agreed to serve. Members of the Executive Committee are eligible for reelection to the Executive Committee provided their terms as Trustees have not expired. PER SAMFORD UNIVERSITY BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT ALL BUSINESS OF THE UNIVERSITY BETWEEN MEETINGS OF THE BOARD, EXCEPT WHERE LIMITED BY THE BOARD OR BY GOVERNING LAW. Form 990, Part VI, Line 11b Review of form 990 by governing body The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. Form 990, Part VI, Line 12c Conflict of interest policy Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Trustees or officers who have declared or have been found to have conflict of interest in any matter before the University administration or the Board shall refrain from participating in consideration of the proposed transaction, unless for special reasons, the Board or administration requests information or interpretation from the person or persons involved. The person or persons involved should not vote on such matters and should not be present at the time to vote. Any Board member who is uncertain about possible conflicts of interest in any matter may request the Board, through the Chairman, to determine whether a possible conflict prevails; the Board shall resolve the question by majority vote. When possible, the question of potential conflict should be referred to counsel for an opinion prior to the Board's vote. Accounting personnel overseeing the 990 preparation and other accounting functions review the questionnaires to help monitor compliance. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities (CCCU) and other sources. The President's compensation package was approved by the Board of Trustees and is reviewed annually by the Chairman of the Board of Trustees. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities (CCCU) and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. Form 990, Part VI, Line 19 Required documents available to the public The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the University's intranet and portions are contained in the Vendor Request Form. Financial information is available on Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. Form 990, Part VIII, Line 2f Other Program Service Revenue Other - Total Revenue: 7036270, Related or Exempt Function Revenue: 6969375, Unrelated Business Revenue: 66895, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pension liability adjustment - 11633181; Unrelated debt financed income - -610609; Change in value of split-interest agreements - 233560; University Park Holding LLC 800 Lakeshore Drive Birmingham AL 35229 Real estate investment AL 2895861 15211887 Samford University SPCAMPUS I LLC 800 Lakeshore Drive Birmingham AL 35229 473344667 Rental real estate AL 2094630 22252047 Samford University SPCAMPUS II LLC 800 Lakeshore Drive Birmingham AL 35229 473367549 Rental real estate AL 1171260 11786008 Samford University SPCAMPUS III LLC 800 Lakeshore Drive Birmingham AL 35229 473334076 Real estate investment AL 2578266 27555646 Samford University Samford Properties East LLC 800 Lakeshore Drive Birmingham AL 35229 473374730 Land held for use AL 0 3130000 Samford University Samford University Foundation 800 Lakeshore Drive Birmingham AL 35229 631016371 Educational research AL 501(c)(3) 10 Samford University true Charitable remainder unitrust (5) trust AL Samford University Trust true false false false false false false false false false false false false false true true false false false false