SHENANDOAH UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHENANDOAH UNIVERSITY (EIN 54-0525605)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201711299349300541
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T18:25:53-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540525605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENANDOAH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEN | BusinessNameControlTxt |
| Phone | 5406654515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracy Fitzsimmons | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5406654515 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tracy Fitzsimmons President | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $147,374,716 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.su.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1875 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Shenandoah University educates and inspires individuals to be critical, reflective thinkers; lifelong learners; and ethical, compassionate citizens who are committed to making responsible contributions within a community, a nation and the world. A Shenandoah University education incorporates scholarship, experiential learning and sophisticated technologies as well as practical wisdom. The University provides students with the academic content and analytical skills they'll need to launch successful careers, and harness technologies that will enable them to create new ideas, products and services that impact a global society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 2777 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $474,447 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,740,717 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,867,499 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $103,050,157 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,146,763 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,335,475 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,948,063 | CYInvestmentIncomeAmt |
| PY Other Revenue | $598,640 | PYOtherRevenueAmt |
| CY Other Revenue | $355,235 | CYOtherRevenueAmt |
| PY Total Revenue | $116,724,989 | PYTotalRevenueAmt |
| CY Total Revenue | $129,317,560 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,962,738 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,340,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,389,102 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,465,009 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,793,358 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,080,433 | PYOtherExpensesAmt |
| CY Other Expenses | $34,368,208 | CYOtherExpensesAmt |
| PY Total Expenses | $109,432,273 | PYTotalExpensesAmt |
| CY Total Expenses | $115,173,575 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,292,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,143,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,716,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,014,655 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $71,140,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,589,260 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $142,575,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,425,395 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Shenandoah University educates and inspires individuals to be critical, reflective thinkers; lifelong learners; and ethical, compassionate citizens who are committed to making responsible contributions within a community, a nation and the world. The University offers over 40 undergraduate degrees, over 20 graduate degrees, and undergraduate and graduate certificates through its seven schools of study. The University is affiliated with the United Methodist Church and fosters a nurturing environment in which students learn, grow, and flourish. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,561,562 | ExpenseAmt |
| Grant | $25,340,358 | GrantAmt |
| Revenue | $98,196,448 | RevenueAmt |
| Desc | During the fiscal year 2015-2016 Shenandoah University continued its focus on excellence and innovation with enrollment of 4,329 students in graduate and undergraduate program in Fall 2015 through its seven schools and more than 90 programs of study. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,383,417 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,037,374 | RevenueAmt |
| Desc | Student services includes admissions, registrar, student affairs, student organizations and athletic programs. During fiscal year 2015-2016, Shenandoah University had 81 recognized student clubs and organizations. Shenandoah University sponsored 19 intercollegiate teams (10 for women and 9 for men), with a total student-athlete involvement of approximately 531. Intercollegiate athletics are an integral aspect of student life on the Shenandoah University campus, with the majority of students involved either as participants or spectators. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,478,215 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,988,251 | RevenueAmt |
| Desc | Auxiliary services includes the University's residence halls, bookstore, and childcare facilities. During fiscal year 2015-2016, Shenandoah housed approximately 917 students on campus. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,577,072 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $924,690 | RevenueAmt |
| Desc | Shenandoah University's other program services not detailed in Part III include the maintenance of Shenandoah University's campuses. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,577,072 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $924,690 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $101,000,266 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | Yes (1) | 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 | 5410 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2777 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracy Fitzsimmons President | PersonNm |
| Phone | 5406654505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Walter H Aikens | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| J Gregory Bennett | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Teresa A Cluss | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Laura N Dabinett | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew U Ferrari | ||||||||||
| Past Chair | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert J Frogale | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Bruce Glaize | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Reverend Tommy Herndon | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| L Janell Hoffman | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce E Hunter | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane S Kearns | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Marjorie S Lewis | ||||||||||
| Chair | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ann K MacLeod | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Art H Major | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Keith A May | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rebecca A Merriner | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| M Yaqub Mirza | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard R J Morin | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas J Nerangis Sr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark J Ohrstrom | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Debra S Orbacz | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bipin B Patel | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Reverend John B Peters | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Farland Shockey | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerald F Smith Jr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Harry S Smith | ||||||||||
| Treasurer | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark E Stavish | ||||||||||
| Secretary | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John D Stokely Jr | ||||||||||
| Vice Chair | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James A Stutzman Jr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Reverend Lawrence R Thompson Jr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles A Veatch | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Beatrice B von Gontard | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| F Dixon Whitworth Jr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James R Wilkins Jr | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Heather H Wilson | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Irene R Wurtzel | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tracy Fitzsimmons | ||||||||||
| President and Registered Agent | 40 | 0 | $340,149 | $0 | $71,564 | Yes (X) | ||||
| Adrienne G Bloss | ||||||||||
| VP for Academic Affairs | 40 | 0 | $177,544 | $0 | $39,538 | Yes (X) | ||||
| Mitchell L Moore | ||||||||||
| Senior VP and VP for Advancement | 40 | 0 | $164,567 | $0 | $46,185 | Yes (X) | ||||
| Clarresa M Morton | ||||||||||
| VP for Enrollment Mgmt and Student Success | 40 | 0 | $136,136 | $0 | $18,611 | Yes (X) | ||||
| Rhonda VanDyke Colby | ||||||||||
| VP for Student Life | 40 | 0 | $116,287 | $0 | $19,418 | Yes (X) | ||||
| Robert L Keasler Jr | ||||||||||
| VP of Administration and Finance | 40 | 0 | $13,832 | $0 | $2,378 | Yes (X) | ||||
| Michael Stepniak | ||||||||||
| Dean of Conservatory | 40 | 0 | $211,029 | $0 | $20,196 | Yes (X) | ||||
| Alan B McKay | ||||||||||
| Dean of Pharmacy | 40 | 0 | $200,825 | $0 | $30,901 | Yes (X) | ||||
| Pamela Shelton | ||||||||||
| Project Manager and Former Associate Dean | 40 | 0 | $150,571 | $0 | $20,211 | Yes (X) | ||||
| Timothy Ford | ||||||||||
| Dean of Health Professions | 40 | 0 | $148,427 | $0 | $25,560 | Yes (X) | ||||
| R T Good | ||||||||||
| Associate Dean of Business | 40 | 0 | $145,905 | $0 | $20,393 | Yes (X) | ||||
| Miles K Davis | ||||||||||
| Dean of Business School | 40 | 0 | $143,220 | $0 | $11,607 | Yes (X) | ||||
| John O'Conor | ||||||||||
| Professor of Keyboard | 40 | 0 | $140,799 | $0 | $25,047 | Yes (X) | ||||
| Arthur Harralson | ||||||||||
| Associate Dean of Research | 40 | 0 | $139,898 | $0 | $33,466 | Yes (X) | ||||
| Richard C Shickle Sr | ||||||||||
| Former VP for Administration and Finance | 40 | 0 | $160,413 | $0 | $24,283 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,389,602 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $409,358 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Sodexo Campus Services | |||||
| PO Box 536922 | Atlanta | GA | 303536922 | Food Service | $2,983,803 |
| H & W Construction Co | |||||
| PO Box 2468 | Winchester | VA | 22604 | Construction | $927,831 |
| Howard Shockey & Sons Inc | |||||
| PO Box 2530 | Winchester | VA | 226041730 | Construction | $616,893 |
| Valley Health System | |||||
| PO Box 3979 | Winchester | VA | 22604 | Renovations | $415,323 |
| Ellucian Inc | |||||
| 62814 Collections Ctr Dr | Chicago | IL | 60693 | Software vendor | $284,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $2,902 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $2,465,200 | GovernmentGrantsAmt |
| All Other Contributions | $10,399,397 | AllOtherContributionsAmt |
| Noncash Contributions | $176,882 | NoncashContributionsAmt |
| Total Contributions | $12,867,499 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $98,196,448 | $98,196,448 | $0 | $0 |
| Auxiliary Services | 900099 | $9,988,251 | $0 | $463,747 | $9,524,504 |
| University Campuses | 900099 | $924,690 | $0 | $10,700 | $913,990 |
| Ticket Sales | 900099 | $622,960 | $0 | $0 | $622,960 |
| Student Service Commissions | 900099 | $414,414 | $0 | $0 | $414,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,146,763 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,244,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,244,972 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $275,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $288,384 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $203,737 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,647 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,647 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,475,989 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,772,898 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,703,091 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,703,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,703,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,221 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,902 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,521 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,317,560 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,472,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $474,447 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,503,278 | 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 | $25,340,358 | TotalAmt |
| Program Services | $25,340,358 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $1,996,158 | TotalAmt |
| Program Services | $1,428,994 | ProgramServicesAmt |
| Management And General | $200,513 | ManagementAndGeneralAmt |
| Fundraising | $366,651 | 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 | $43,608,944 | TotalAmt |
| Program Services | $37,921,597 | ProgramServicesAmt |
| Management And General | $4,875,902 | ManagementAndGeneralAmt |
| Fundraising | $811,445 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,411,984 | TotalAmt |
| Program Services | $2,065,213 | ProgramServicesAmt |
| Management And General | $329,071 | ManagementAndGeneralAmt |
| Fundraising | $17,700 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,282,920 | TotalAmt |
| Program Services | $3,647,335 | ProgramServicesAmt |
| Management And General | $512,680 | ManagementAndGeneralAmt |
| Fundraising | $122,905 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,165,003 | TotalAmt |
| Program Services | $2,747,024 | ProgramServicesAmt |
| Management And General | $342,206 | ManagementAndGeneralAmt |
| Fundraising | $75,773 | 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 | $150,736 | TotalAmt |
| Program Services | $15,178 | ProgramServicesAmt |
| Management And General | $135,558 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,244 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $88,244 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,584 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,584 | 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 | $199,449 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $199,449 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,250 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $38,250 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,418 | TotalAmt |
| Program Services | $218,694 | ProgramServicesAmt |
| Management And General | $149,974 | ManagementAndGeneralAmt |
| Fundraising | $1,750 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,316,996 | TotalAmt |
| Program Services | $1,790,051 | ProgramServicesAmt |
| Management And General | $399,815 | ManagementAndGeneralAmt |
| Fundraising | $127,130 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,307,783 | TotalAmt |
| Program Services | $6,175,122 | ProgramServicesAmt |
| Management And General | $129,226 | ManagementAndGeneralAmt |
| Fundraising | $3,435 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,226 | TotalAmt |
| Program Services | $2,417,120 | ProgramServicesAmt |
| Management And General | $122,928 | ManagementAndGeneralAmt |
| Fundraising | $38,178 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,589 | TotalAmt |
| Program Services | $1,244,127 | ProgramServicesAmt |
| Management And General | $127,462 | 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 | $7,770,955 | TotalAmt |
| Program Services | $6,635,967 | ProgramServicesAmt |
| Management And General | $1,134,988 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,769 | TotalAmt |
| Program Services | $252,565 | ProgramServicesAmt |
| Management And General | $419,204 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Meals/Rm Charge | $3,892,878 | $3,751,085 | $89,711 | $52,082 |
| Equipment Rental | $2,089,847 | $963,504 | $1,076,159 | $50,184 |
| Contract Service | $2,097,160 | $1,425,258 | $633,725 | $38,177 |
| Publication | $1,582,246 | $1,418,726 | $123,321 | $40,199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837,078 | TotalAmt |
| Program Services | $1,542,348 | ProgramServicesAmt |
| Management And General | $1,246,981 | ManagementAndGeneralAmt |
| Fundraising | $47,749 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,173,575 | TotalAmt |
| Program Services | $101,000,266 | ProgramServicesAmt |
| Management And General | $12,379,951 | ManagementAndGeneralAmt |
| Fundraising | $1,793,358 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,670 | BOYAmt |
| EOY | $2,670 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,753,299 | BOYAmt |
| EOY | $21,004,551 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,606,552 | BOYAmt |
| EOY | $8,032,926 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,606 | BOYAmt |
| EOY | $1,678,668 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,959,005 | BOYAmt |
| EOY | $2,812,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,606 | BOYAmt |
| EOY | $2,116,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $194,596,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,815,154 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,308,703 | BOYAmt |
| EOY | $127,781,297 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,165,229 | BOYAmt |
| EOY | $47,404,276 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,618,234 | BOYAmt |
| EOY | $8,452,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,952,623 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $776,425 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,716,904 | BOYAmt |
| EOY | $222,014,655 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,857,110 | BOYAmt |
| EOY | $7,501,240 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,386 | BOYAmt |
| EOY | $2,497,038 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,538,616 | BOYAmt |
| EOY | $2,324,109 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,170,000 | BOYAmt |
| EOY | $54,908,480 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,118,911 | BOYAmt |
| EOY | $3,586,664 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,965 | BOYAmt |
| EOY | $3,771,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,140,988 | BOYAmt |
| EOY | $74,589,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,303,239 | BOYAmt |
| EOY | $88,076,987 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,180,203 | BOYAmt |
| EOY | $33,876,040 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,092,474 | BOYAmt |
| EOY | $25,472,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,575,916 | BOYAmt |
| EOY | $147,425,395 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,716,904 | BOYAmt |
| EOY | $222,014,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,143,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,515,039 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,779,467 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,964,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,906,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,370,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,740,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,867,499 | CurrentTaxYearAmt |
| Total | $41,849,011 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,964,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,906,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,370,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,740,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,867,499 | CurrentTaxYearAmt |
| Total | $41,849,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,489,036 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,359,975 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,019,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,963,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,063,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,995,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,809,244 | CurrentTaxYearAmt |
| Total | $9,850,114 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $528 | CurrentTaxYearAmt |
| Total | $10,588 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,219 | CurrentTaxYearAmt |
| Total | $366,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,075,967 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $110,146,763 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50618 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5076 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | This amount includes income from a variety of fundraising events held throughout the year. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,584 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,584 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | Shenandoah University is a dues paying member of The Council of Independent Colleges in Virginia. The Council of Independent Colleges in Virginia operates as a nonprofit, 501(c)(6) organization representing 28 accredited nonprofit independent colleges and universities in Virginia. They work collaboratively in the areas of public policy, cost containment, and professional development as well as providing support to member institutions and their students in the areas of government relations, collaboration, research, and public relations. In the course of their activities for this year, they calculated the actual percentage of membership dues that was used for lobbying was 12.21%. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $498,434 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $165,074 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,021,010 | BeginningYearBalanceAmt |
| Contributions | $848,014 | ContributionsAmt |
| Investment Earnings Or Losses | -$118,312 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,505,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,748,556 | OtherExpendituresAmt |
| Administrative Expenses | $175,497 | AdministrativeExpensesAmt |
| End Year Balance | $60,320,841 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,660,241 | BeginningYearBalanceAmt |
| Contributions | $1,077,504 | ContributionsAmt |
| Investment Earnings Or Losses | $2,512,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,401,667 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,627,608 | OtherExpendituresAmt |
| Administrative Expenses | $199,558 | AdministrativeExpensesAmt |
| End Year Balance | $63,021,010 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,892,584 | BeginningYearBalanceAmt |
| Contributions | $1,000,616 | ContributionsAmt |
| Investment Earnings Or Losses | $9,793,601 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,315,591 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,551,843 | OtherExpendituresAmt |
| Administrative Expenses | $159,126 | AdministrativeExpensesAmt |
| End Year Balance | $62,660,241 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,748,470 | BeginningYearBalanceAmt |
| Contributions | $505,590 | ContributionsAmt |
| Investment Earnings Or Losses | $4,521,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,242,926 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,479,247 | OtherExpendituresAmt |
| Administrative Expenses | $160,690 | AdministrativeExpensesAmt |
| End Year Balance | $54,892,584 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,406,834 | BeginningYearBalanceAmt |
| Contributions | $651,720 | ContributionsAmt |
| Investment Earnings Or Losses | $1,391,159 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,158,358 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,399,949 | OtherExpendituresAmt |
| Administrative Expenses | $142,936 | AdministrativeExpensesAmt |
| End Year Balance | $52,748,470 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42 | 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 | $3,263,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,987,066 | OtherCostOrOtherBasisAmt |
| Book Value | $13,250,066 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,215,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $122,468,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,150,992 | DepreciationAmt |
| Book Value | $91,532,356 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,353,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $696,634 | DepreciationAmt |
| Book Value | $2,657,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $32,838,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,454,475 | DepreciationAmt |
| Book Value | $10,384,231 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,470,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,513,053 | DepreciationAmt |
| Book Value | $9,957,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,781,297 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Beneficial Trusts | $288,170 |
| Obligation under interest rate swap agreement | $3,483,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,771,729 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $120,338,263 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,515,039 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $30,951 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$2,495,209 | OtherRevenueAmt |
| Revenue Not Reported | -$8,979,297 | RevenueNotReportedAmt |
| Revenue Subtotal | $129,317,560 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,317,560 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $115,488,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,951 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $284,258 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $315,209 | ExpensesNotReportedAmt |
| Expenses Subtotal | $115,173,575 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $115,173,575 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The collections of Shenandoah University include paintings, drawings, prints, photographs, sculptures, historical items and decorative arts. These items are on display throughout the University and for public exhibition. |
| Schedule D, Part V, Line 4 | The University has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those asets of donor-restricted funds that the University must hold in perpetuity or for a donor-specified period(s) as well as board-designated funds. The objective of the endowment portfolio of the University is to achieve maximum total return consisten with assuming a reasonable degree of risk. |
| Schedule D, Part X, Line 2 | The Financial Accounting Standards Board issued guidance on accounting for uncertainty in income taxes. Management evaluated the University's tax positions and concluded that the University had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the University is no longer subject to income tax examinations by the US Federal, state or local tax authorities for tax years before 2013. |
| Schedule D, Part XI, Line 2d | Fundraising and rental expenses reported as a reduction of income on Page 9, Part VIII - Also includes unrealized loss on SWAP Agreements reported on Page 12 Part XI, Line 9. |
| Schedule D, Part XII, Line 2d | Fundraising and rental expenses reported as a reduction of income on Page 9, Part VIII, Lines 6b & 8b, respectively. |
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 | Shenandoah University includes a racially nondiscriminatory policy with all of its brochures and publications and also publishes on its school website as well as a local newspaper. |
| Schedule E, Part I, Line 6 | Shenandoah University received contributions from various government agencies in the amount of $2,465,200 as indicated on From 990, Part VIII, line 1e. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Educations travel and services | $31,000 |
| East Asia and the Pacific | 0 | 0 | Program Services | Educational services, travel and advertising | $35,000 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Educational travel, services and advertising, honorariums | $195,000 |
| South America | 0 | 0 | Program Services | Educational travel | $107,000 |
| South Asia | 0 | 0 | Program Services | Educational travel | $37,000 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Educational travel and services | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $442,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Raffle | Event1Nm |
| Gross Receipts Event1 | $41,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,910 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $9,250 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,255 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,934 | OtherDirectExpensesEvent1Amt |
| Event2 | Pharmacy Golf | Event2Nm |
| Gross Receipts Event2 | $15,103 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,803 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,020 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,399 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,068 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,436 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,581 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $21,108 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,600 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $19,508 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,423 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,155 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $78,121 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,221 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $9,250 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,020 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,399 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,746 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,436 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,670 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,521 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,300 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Academic Scholarships | 2318 | $14,282,512 | $0 | Based on Academic Achievement |
| Undergraduate and Graduate need based scholarships | 1363 | $5,346,312 | $0 | Determination based on financial need |
| Graduate and Undergraduate | 228 | $2,252,347 | $0 | Based on criteria of defined scholarship |
| Graduate Fellowships | 747 | $1,958,838 | $0 | Enrollment in an eligible graduate program |
| Federal Grants | 629 | $1,124,826 | $0 | Based on criteria of grant |
| Graduate Assistantships | 51 | $355,880 | $0 | Based on academic achievement |
| Awards/Grants | 75 | $19,643 | $0 | Criteria of award or grant |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The process of packaging financial aid is the culmination of the complete analysis of student need and the aid administration cycle, the process of preparation for packaging is completed accurately and confidentially to ensure effective use of all aid funds available, as well as fair and equitable treatment to all applicants. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tracy Fitzsimmons | ||||||||||||||
| President and Registered Agent | $314,817 | $0 | $0 | $0 | $25,332 | $0 | $46,099 | $0 | $25,465 | $0 | $411,713 | $0 | $0 | $0 |
| Adrienne G Bloss | ||||||||||||||
| VP for Academic Affairs | $161,373 | $0 | $0 | $0 | $16,171 | $0 | $19,073 | $0 | $20,465 | $0 | $217,082 | $0 | $0 | $0 |
| Richard C Shickle Sr | ||||||||||||||
| Former VP for Administration and Finance | $151,145 | $0 | $0 | $0 | $9,268 | $0 | $16,759 | $0 | $7,524 | $0 | $184,696 | $0 | $0 | $0 |
| Mitchell L Moore | ||||||||||||||
| Senior VP and VP for Advancement | $133,127 | $0 | $0 | $0 | $31,440 | $0 | $24,770 | $0 | $21,415 | $0 | $210,752 | $0 | $0 | $0 |
| Clarresa M Morton | ||||||||||||||
| VP for Enrollment Mgmt and Student Success | $127,003 | $0 | $0 | $0 | $9,133 | $0 | $10,542 | $0 | $8,069 | $0 | $154,747 | $0 | $0 | $0 |
| Rhonda VanDyke Colby | ||||||||||||||
| VP for Student Life | $72,886 | $0 | $0 | $0 | $43,400 | $0 | $10,550 | $0 | $8,869 | $0 | $135,705 | $0 | $0 | $0 |
| Robert L Keasler Jr | ||||||||||||||
| VP of Administration and Finance | $12,759 | $0 | $0 | $0 | $1,074 | $0 | $1,082 | $0 | $1,296 | $0 | $16,211 | $0 | $0 | $0 |
| Michael Stepniak | ||||||||||||||
| Dean of Conservatory | $202,763 | $0 | $0 | $0 | $8,265 | $0 | $12,127 | $0 | $8,069 | $0 | $231,224 | $0 | $0 | $0 |
| Alan B McKay | ||||||||||||||
| Dean of Pharmacy | $184,593 | $0 | $0 | $0 | $16,232 | $0 | $14,583 | $0 | $16,319 | $0 | $231,727 | $0 | $0 | $0 |
| Pamela Shelton | ||||||||||||||
| Project Manager and Former Associate Dean | $142,007 | $0 | $0 | $0 | $8,565 | $0 | $12,142 | $0 | $8,069 | $0 | $170,783 | $0 | $0 | $0 |
| Timothy Ford | ||||||||||||||
| Dean of Health Professions | $138,124 | $0 | $0 | $0 | $10,303 | $0 | $11,938 | $0 | $13,621 | $0 | $173,986 | $0 | $0 | $0 |
| R T Good | ||||||||||||||
| Associate Dean of Business | $112,226 | $0 | $0 | $0 | $33,679 | $0 | $9,774 | $0 | $10,619 | $0 | $166,298 | $0 | $0 | $0 |
| Miles K Davis | ||||||||||||||
| Dean of Business School | $127,260 | $0 | $0 | $0 | $15,959 | $0 | $11,312 | $0 | $295 | $0 | $154,826 | $0 | $0 | $0 |
| John O'Conor | ||||||||||||||
| Professor of Keyboard | $121,355 | $0 | $0 | $0 | $19,443 | $0 | $11,278 | $0 | $13,769 | $0 | $165,845 | $0 | $0 | $0 |
| Arthur Harralson | ||||||||||||||
| Associate Dean of Research | $127,237 | $0 | $0 | $0 | $12,660 | $0 | $11,501 | $0 | $21,965 | $0 | $173,363 | $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 a housing allowance, car or mileage allowance, and social club dues to officers and key employees. The amount provided is included in their taxable wages. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Virginia College Building Authority | |||||||
| A | 541249154 | 2011-12-09 | $36,455,000 | Education Facilities | 0 | 0 | 0 |
| Industrial Development Authority of Clarke County Virginia | |||||||
| B | 541070553 | 2011-12-27 | $7,815,000 | Education Facilities | 0 | 0 | 0 |
| Economic Development Authority of the Town of Mount Jackson Virginia | |||||||
| C | 542053914 | 2012-12-28 | $10,000,000 | Education Facilities | 0 | 0 | 0 |
| Economic Development Authority of the Town of Mount Jackson Virginia | |||||||
| D | 542053914 | 2013-04-24 | $6,000,000 | Education Facilities | 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $36,455,000 | $0 | $0 | $35,999,505 | $384,543 | $0 | $70,952 | $0 | $0 | $0 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $7,815,000 | $0 | $0 | $5,032,001 | $82,073 | $0 | $0 | $2,700,926 | $0 | $0 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $0 | $0 | $10,000,000 | $0 | $0 | $0 | $115,620 | $0 | $0 | $9,884,380 | $0 | $0 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
| D | $0 | $0 | $6,000,000 | $0 | $0 | $0 | $56,716 | $0 | $0 | $5,943,284 | $0 | $0 | 2015 | 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 | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Branch Banking and Trust | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10 | 0 | 0 | 0 | 0 | Yes (1) |
| Branch Banking and Trust | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 9.5 | 0 | 0 | 0 | 0 | Yes (1) |
| Branch Banking and Trust | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10 | 0 | 0 | 0 | 0 | Yes (1) |
| Branch Banking and Trust | ||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10 | 0 | 0 | 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 |
|---|---|---|---|---|---|---|---|
| Economic Development Authority of the Town of Mount Jackson Virginia | |||||||
| A | 542053914 | 2015-12-22 | $10,000,000 | Education Facilities | 0 | 0 | 0 |
| Economic Development Authority of the Town of Mount Jackson Virginia | |||||||
| B | 542053914 | 2016-01-22 | $10,000,000 | Education Facilities | 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $10,000,000 | $0 | $0 | $0 | $174,621 | $0 | $0 | $9,825,379 | $0 | $0 | 0 | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $10,000,000 | $0 | $0 | $0 | $133,793 | $0 | $0 | $9,866,207 | $0 | $0 | 0 | 0 | Yes (1) | 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Branch Banking and Trust | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 8 | 0 | 0 | 0 | 0 | Yes (1) |
| Branch Banking and Trust | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 8 | 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
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| H and W Construction | |||
| Officer serves as trustee | $927,831 | Construction | 0 |
| Howard Shockey and Sons Inc | |||
| Officer serves as trustee | $616,893 | Construction | 0 |
| Gear Clean Inc | |||
| Officer serves as trustee | $281,700 | Renovation | 0 |
| Mark A Turner | |||
| Family member of trustee | $55,021 | Compensation | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $29,439 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $182,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Program Support | Desc |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,360 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Each trustee receives a copy of the Form 990 for review prior to the filing deadline. |
| Form 990, Part VI, Section B, Line 12c | All key employees are trustees are asked to review conflict of interest policy and complete a conflict of interest questionnaire annually. |
| Form 990, Part VI, Section B, Line 15 | A committee uses compensation reviews and benchmarks to recommend the president's salary to the board. The board approves the president's salary each year. The president approves the salaries of the officers and key employees, which the board approves when passing the budget. |
| Form 990, Part VI, Section C, Line 18 | Form 990 is available to the public via Guidestar. |
| 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. |
| Form 990, Part XI, Line 9 | Unrealized loss on SWAP agreements of $2,779,467 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 142 N Loudoun St Management LC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452794548 | EIN |
| Primary Activities | Real Estate Investment | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$47,884 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,588,305 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |