SAMFORD UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAMFORD UNIVERSITY (EIN 63-0312914)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201711319349303091
- 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 D
- Schedule E
- Schedule F
- 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 | 2017-05-11T02:44:18-00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Thirteenth Street Suite 1000 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630312914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMF | BusinessNameControlTxt |
| Phone | 2057262407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352292293 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harry B Brock III | PersonNm |
| Person Title | VP for Business and Financial Affai | PersonTitleTxt |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis L Patton | PreparerPersonNm |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T Andrew Westmoreland | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $284,163,636 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | Samford.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | A university who nurtures persons in their development of intellect,creativity,faith,and personhoodfosters academic,career,and ethical compentency while encouraging social and civic responsibilty and service to others | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2972 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$119,290 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,183,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,538,924 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $163,516,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $177,759,734 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,394,260 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,579,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,193,358 | PYOtherRevenueAmt |
| CY Other Revenue | -$866,227 | CYOtherRevenueAmt |
| PY Total Revenue | $190,287,508 | PYTotalRevenueAmt |
| CY Total Revenue | $200,011,658 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,373,687 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,774,983 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,467,269 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,674,112 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,850,717 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,141,630 | PYOtherExpensesAmt |
| CY Other Expenses | $98,881,841 | CYOtherExpensesAmt |
| PY Total Expenses | $207,982,586 | PYTotalExpensesAmt |
| CY Total Expenses | $239,330,936 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,695,078 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$39,319,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $633,671,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $629,166,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $308,832,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $346,742,135 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $324,839,053 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $282,424,350 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 responsibilty, and service to others. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $75,109,446 | ExpenseAmt |
| Revenue | $144,783,511 | RevenueAmt |
| Desc | Samford University, with its 121 Student to Faculty ratio in the 2015-2016 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 Universitys faculty and staff. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,774,983 | ExpenseAmt |
| Grant | $44,774,983 | GrantAmt |
| Desc | Samford University awarded nearly 45 million in aid to nearly 4,900 students during the 2015-2016 aid year. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,217,164 | ExpenseAmt |
| Revenue | $13,285,225 | RevenueAmt |
| Desc | Samford University maintains a beautiful campus of academic and administrative buildings and student housing. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,900,768 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $19,686,109 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $169,002,361 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 759 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2972 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T Andrew Westmoreland | PersonNm |
| Phone | 2057262727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352292293 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Linda H Bachus | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| D Warren Bailey | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| David R Belcher | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| John E Bell Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Judge Karon O Bowdre | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| The Honorable Albert P Brewer | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Victor M Brown | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Charles T Carter | |||||||||
| Trustee | 001.00 | Yes (X) | $30,200 | $0 | $17,593 | ||||
| Boyd E Christenberry | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew B Cundiff | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| S Earl Dove | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Micheal P Dunn | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Gary Fenton | |||||||||
| Trustee | 001.00 | Yes (X) | $1,000 | $0 | $0 | ||||
| Dr Joseph C Godfrey | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| H Hobart Grooms Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Gerald C Hallmark | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Pete M Hanna | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elmer B Harris | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Holmes Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| C Thomas Houser | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Theodore Jackson Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| James Robert Jackson | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Don Kilgore | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rev John E King Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas T Lamberth | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles W Lancaster | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sheri P McKean | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jerry Newby | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Victor E Nichol Jr | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Ray Pearman | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alan Register | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mazen M Sahawneh OD | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Shaw | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Albert L Shumaker | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Zeke W Smith | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Roderic G Steakley | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| William J Stevens | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| James C Stivender | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Beth Thorne Stukes | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy Vines | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald L Watkins | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rhonda C Witcher | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jay L Wolf | |||||||||
| Trustee | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Theron Andrew Westmoreland | |||||||||
| President | 040.00 | $353,158 | $0 | $133,505 | Yes (X) | ||||
| Harry B Brock III formerly VP Finan | |||||||||
| Executive Vice President | 040.00 | $252,930 | $0 | $81,044 | Yes (X) | ||||
| John Bradley Creed resigned 63015 | |||||||||
| Provost and Executive Vice President | 040.00 | $133,583 | $0 | $68,465 | Yes (X) | ||||
| James Michael Hardin | |||||||||
| Provost and Vice President | 040.00 | $147,061 | $0 | $9,262 | Yes (X) | ||||
| Elizabeth Holloway | |||||||||
| Vice President for Marketing and Communication | 040.00 | $200,871 | $0 | $78,746 | Yes (X) | ||||
| Roger Philip Kimrey | |||||||||
| Vice President for Student Affairs and Enrollment Management | 040.00 | $227,365 | $0 | $98,328 | Yes (X) | ||||
| William R Pittman | |||||||||
| Vice President for University Advancement | 040.00 | $266,529 | $0 | $70,503 | Yes (X) | ||||
| Nena Sanders | |||||||||
| Vice Provost, College of Health Sciences | 040.00 | $257,829 | $0 | $135,091 | Yes (X) | ||||
| Michael Crouch | |||||||||
| Dean, McWhorter School of Pharmacy | 040.00 | $240,677 | $0 | $26,630 | Yes (X) | ||||
| Henry Strickland | |||||||||
| Dean, Cumberland School of Law | 040.00 | $240,602 | $0 | $119,236 | Yes (X) | ||||
| James Howard Finch | |||||||||
| Dean, Brock School of Business | 040.00 | $217,650 | $0 | $51,881 | Yes (X) | ||||
| Charles Martin Newton | |||||||||
| Director of Athletics | 040.00 | $227,805 | $0 | $52,608 | Yes (X) | ||||
| Patrick Sullivan | |||||||||
| Former Head Coach, Football Assistant to President | 040.00 | $284,224 | $0 | $64,925 | Yes (X) | ||||
| Christopher Hatcher | |||||||||
| Head Coach, Football | 040.00 | $209,970 | $0 | $16,974 | Yes (X) | ||||
| Howard Walthall | |||||||||
| Professor, Cumerberland School of Law | 040.00 | $226,474 | $0 | $144,062 | Yes (X) | ||||
| John Carroll | |||||||||
| Former Dean, Cumberland School of Law | 040.00 | $201,278 | $0 | $91,368 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,719,206 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,260,221 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 138 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hoar Construction | |||||
| PO Box 660400 | Birmingham | AL | 35266 | Construction Contrator | $11,320,008 |
| Sodexo Inc & Affiliates | |||||
| PO Box 536922 | Atlanta | GA | 303536922 | Dining Service | $5,359,693 |
| Rite Way Service Inc | |||||
| PO Box 11407 | Birmingham | AL | 35246 | Cleaning Service | $2,212,752 |
| Fidelity | |||||
| PO Box 73307 | Chicago | IL | 60673 | Benefit Plan Provider | $1,469,677 |
| CSI Leasing Inc | |||||
| First Bank of Highland Park | Highland Park | IL | 60035 | Leasing Company | $1,308,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,538,924 | AllOtherContributionsAmt |
| Noncash Contributions | $1,574,222 | NoncashContributionsAmt |
| Total Contributions | $16,538,924 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition Fees | 900099 | $144,783,511 | $144,783,511 |
| Dormitory Utilities Fees | 721310 | $13,285,225 | $13,285,225 |
| Food Services Vending | 722210 | $8,992,436 | $8,992,436 |
| Bookstore Sales | 451211 | $2,565,908 | $2,565,908 |
| Educational Workshops/Programs | 611710 | $1,915,174 | $1,915,174 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,217,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,212,591 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,889 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $177,759,734 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,711,739 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$209,186 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,920,925 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,246,960 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,161,953 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $85,007 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,007 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $85,007 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,857,513 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,990,025 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $867,488 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $867,488 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$951,234 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,011,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,754,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$119,290 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,920,925 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,706,976 | TotalAmt |
| Program Services | $42,706,976 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068,007 | TotalAmt |
| Program Services | $2,068,007 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,653,013 | TotalAmt |
| Program Services | $2,613,830 | ProgramServicesAmt |
| Management And General | $592,503 | ManagementAndGeneralAmt |
| Fundraising | $446,680 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,446,527 | TotalAmt |
| Program Services | $53,988,279 | ProgramServicesAmt |
| Management And General | $12,629,797 | ManagementAndGeneralAmt |
| Fundraising | $1,828,451 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,682,391 | TotalAmt |
| Program Services | $9,171,320 | ProgramServicesAmt |
| Management And General | $2,142,428 | ManagementAndGeneralAmt |
| Fundraising | $368,643 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,059,352 | TotalAmt |
| Program Services | $5,541,980 | ProgramServicesAmt |
| Management And General | $1,294,611 | ManagementAndGeneralAmt |
| Fundraising | $222,761 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,832,829 | TotalAmt |
| Program Services | $3,794,037 | ProgramServicesAmt |
| Management And General | $886,290 | ManagementAndGeneralAmt |
| Fundraising | $152,502 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,768 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
| Management And General | $122,568 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,450 | TotalAmt |
| Management And General | $241,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,566,391 | TotalAmt |
| Program Services | $4,527,089 | ProgramServicesAmt |
| Management And General | $1,895,381 | ManagementAndGeneralAmt |
| Fundraising | $143,921 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,254 | TotalAmt |
| Program Services | $902,719 | ProgramServicesAmt |
| Management And General | $310,732 | ManagementAndGeneralAmt |
| Fundraising | $74,803 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023,184 | TotalAmt |
| Program Services | $5,734,517 | ProgramServicesAmt |
| Management And General | $919,973 | ManagementAndGeneralAmt |
| Fundraising | $368,694 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,866,170 | TotalAmt |
| Program Services | $750,315 | ProgramServicesAmt |
| Management And General | $3,109,401 | ManagementAndGeneralAmt |
| Fundraising | $6,454 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,217,164 | TotalAmt |
| Program Services | $13,217,164 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,085,910 | TotalAmt |
| Program Services | $5,579,696 | ProgramServicesAmt |
| Management And General | $324,723 | ManagementAndGeneralAmt |
| Fundraising | $181,491 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,136,173 | TotalAmt |
| Program Services | $5,136,173 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,097,612 | TotalAmt |
| Program Services | $12,097,612 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,591 | TotalAmt |
| Management And General | $1,299,591 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Service and service auxiliary | $7,108,887 | $63,534 | $7,045,353 | |
| Dues, subscriptions, and memberships | $1,395,160 | $1,108,913 | $229,930 | $56,317 |
| Miscellaneous expense | $586,959 | $586,959 | ||
| Pension liability adjustment | $32,846,168 | $32,846,168 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,330,936 | TotalAmt |
| Program Services | $169,002,361 | ProgramServicesAmt |
| Management And General | $66,477,858 | ManagementAndGeneralAmt |
| Fundraising | $3,850,717 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,920,622 | BOYAmt |
| EOY | $35,344,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,991,124 | BOYAmt |
| EOY | $21,695,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,704,092 | BOYAmt |
| EOY | $1,634,223 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,290,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,257 | BOYAmt |
| EOY | $428,182 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,627 | BOYAmt |
| EOY | $2,316,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $508,781,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $228,850,520 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,921,786 | BOYAmt |
| EOY | $279,930,519 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,195,048 | BOYAmt |
| EOY | $202,241,452 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,759,322 | BOYAmt |
| EOY | $68,511,115 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,909,469 | BOYAmt |
| EOY | $12,773,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,671,347 | BOYAmt |
| EOY | $629,166,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,705,561 | BOYAmt |
| EOY | $117,560,563 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,085,175 | BOYAmt |
| EOY | $7,148,822 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,026,914 | BOYAmt |
| EOY | $173,033,721 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,014,644 | BOYAmt |
| EOY | $48,999,029 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,832,294 | BOYAmt |
| EOY | $346,742,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,482,858 | BOYAmt |
| EOY | $53,671,688 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,219,131 | BOYAmt |
| EOY | $81,182,532 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,137,064 | BOYAmt |
| EOY | $147,570,130 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,839,053 | BOYAmt |
| EOY | $282,424,350 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,671,347 | BOYAmt |
| EOY | $629,166,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$39,319,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,010,418 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$85,007 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $17,796,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,686,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,182,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,183,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,538,924 | CurrentTaxYearAmt |
| Total | $103,388,150 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,796,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,686,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,182,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,183,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,538,924 | CurrentTaxYearAmt |
| Total | $103,388,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $103,388,150 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,138,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,973,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,105,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,508,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,711,739 | CurrentTaxYearAmt |
| Total | $15,437,495 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $88,510 | CurrentTaxYearMinus1YearAmt |
| Total | $256,904 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $594,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,641,104 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,236,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $133,318,599 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $177,754,845 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68730 | PublicSupportPY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $712,599 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $319,249,582 | BeginningYearBalanceAmt |
| Contributions | $3,082,445 | ContributionsAmt |
| Investment Earnings Or Losses | $613,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,256,209 | OtherExpendituresAmt |
| End Year Balance | $316,689,684 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $323,843,012 | BeginningYearBalanceAmt |
| Contributions | $3,573,490 | ContributionsAmt |
| Investment Earnings Or Losses | $3,359,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,526,250 | OtherExpendituresAmt |
| End Year Balance | $319,249,582 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,872,360 | BeginningYearBalanceAmt |
| Contributions | $6,275,388 | ContributionsAmt |
| Investment Earnings Or Losses | $35,433,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,738,064 | OtherExpendituresAmt |
| End Year Balance | $323,843,012 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $289,110,511 | BeginningYearBalanceAmt |
| Contributions | $4,674,961 | ContributionsAmt |
| Investment Earnings Or Losses | $22,844,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,757,131 | OtherExpendituresAmt |
| End Year Balance | $294,872,360 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,430,729 | BeginningYearBalanceAmt |
| Contributions | $5,198,732 | ContributionsAmt |
| Investment Earnings Or Losses | $98,149 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,617,099 | OtherExpendituresAmt |
| End Year Balance | $289,110,511 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,613,631 | OtherCostOrOtherBasisAmt |
| Book Value | $30,613,631 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,971,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,317,301 | DepreciationAmt |
| Book Value | $198,654,698 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,470,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,636,742 | DepreciationAmt |
| Book Value | $13,833,418 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,725,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,896,477 | DepreciationAmt |
| Book Value | $36,828,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $279,930,519 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Limited Partnership Interest | $48,466,652 | F |
| Life insurance contracts | $35,162 | F |
| Real Estate | $19,973,019 | F |
| Other | $36,282 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,511,115 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Other liabilities | $4,436,080 |
| Deposits held on behalf of others | $7,406,360 |
| Annuities payable | $7,317,174 |
| Notes payable of consolidated subsidiaries | $29,839,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,999,029 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $196,916,233 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,010,418 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,010,418 | RevenueNotReportedAmt |
| Revenue Subtotal | $199,926,651 | RevenueSubtotalAmt |
| Other Revenues Not Included | $85,007 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $85,007 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $200,011,658 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $239,330,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $239,330,936 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $239,330,936 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| III 4 | The Universitys 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. |
| V 4 | 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. |
| XI 4b | This amount represents unrelated business taxable income from disregarded entities that was not included on the Universitys audited financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 6a | FormAndLineReferenceDesc |
| Explanation | The University receives federal financial aid for its students and grant revenue for research. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe Including Iceland and Greenland | 1 | 2 | Program Services | Educational Classes | $3,503,218 |
| Central America and the Caribbean | Program Services | Educational Classes | $208,364 | ||
| South America | Program Services | Educational Classes | $83,212 | ||
| Middle East and North Africa | Program Services | Educational Classes | $164,752 | ||
| Europe Including Iceland and Greenland | Investment | $28,094,742 | |||
| Europe Including Iceland and Greenland | 1 | Artwork | $6,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $32,060,549 | SubtotalSpentAmt |
| Total Spent | $32,060,549 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (29 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe Including Iceland and Greenland | Program costs | $17,849 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $9,806 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $7,264 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $7,846 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $7,400 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $10,412 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $18,915 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $21,851 | Credit Card |
| Europe Including Iceland and Greenland | Program costs | $5,009 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $20,043 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $5,689 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $13,592 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $10,923 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $7,500 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $143,452 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $21,493 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $102,662 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $6,711 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $20,114 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $75,485 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $5,703 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $6,966 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $5,528 | Bank Transfer |
| Europe Including Iceland and Greenland | Program costs | $6,261 | Bank Transfer |
| Central America and the Caribbean | Program costs | $33,650 | Bank Transfer |
| Central America and the Caribbean | Program costs | $38,300 | Bank Transfer |
| Central America and the Caribbean | Program costs | $8,225 | Bank Transfer |
| Middle East and North Africa | Program costs | $41,827 | Bank Transfer |
| Middle East and North Africa | Program costs | $73,775 | Bank Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 29 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Scholarships | Europe Including Iceland and Greenland | 163 | $2,017,753 | student account |
| Scholarships | Central America and the Caribbean | 3 | $9,953 | student account |
| Scholarships | South America | 2 | $10,159 | student account |
| Scholarships | Middle East and North Africa | 4 | $30,152 | student account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 4 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 4891 | RecipientCnt |
| Cash Grant | $42,706,976 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Theron Andrew Westmoreland | ||||||
| President | $343,958 | $9,199 | $63,438 | $70,067 | $486,662 | |
| Harry B Brock III formerly VP Finan | ||||||
| Executive Vice President | $248,574 | $4,356 | $63,935 | $17,109 | $333,974 | |
| John Bradley Creed resigned 63015 | ||||||
| Provost and Executive Vice President | $132,164 | $1,419 | $41,327 | $27,138 | $202,048 | |
| James Michael Hardin | ||||||
| Provost and Vice President | $145,642 | $1,419 | $9,262 | $156,323 | ||
| Elizabeth Holloway | ||||||
| Vice President for Marketing and Communication | $200,145 | $726 | $70,039 | $8,707 | $279,617 | |
| Roger Philip Kimrey | ||||||
| Vice President for Student Affairs and Enrollment Management | $224,107 | $3,258 | $80,727 | $17,601 | $325,693 | |
| William R Pittman | ||||||
| Vice President for University Advancement | $260,344 | $6,185 | $54,791 | $15,712 | $337,032 | |
| Nena Sanders | ||||||
| Vice Provost, College of Health Sciences | $253,639 | $4,190 | $116,095 | $18,996 | $392,920 | |
| Michael Crouch | ||||||
| Dean, McWhorter School of Pharmacy | $239,750 | $927 | $7,913 | $18,718 | $267,308 | |
| Henry Strickland | ||||||
| Dean, Cumberland School of Law | $237,790 | $2,812 | $103,480 | $15,756 | $359,838 | |
| James Howard Finch | ||||||
| Dean, Brock School of Business | $215,284 | $2,367 | $34,647 | $17,234 | $269,532 | |
| Charles Martin Newton | ||||||
| Director of Athletics | $184,138 | $22,167 | $38,547 | $14,061 | $280,413 | $21,500 |
| Patrick Sullivan | ||||||
| Former Head Coach, Football Assistant to President | $277,205 | $7,019 | $50,840 | $14,085 | $349,149 | |
| Christopher Hatcher | ||||||
| Head Coach, Football | $202,824 | $7,146 | $16,974 | $226,944 | ||
| Howard Walthall | ||||||
| Professor, Cumerberland School of Law | $219,899 | $6,576 | $141,835 | $2,227 | $370,537 | |
| John Carroll | ||||||
| Former Dean, Cumberland School of Law | $194,653 | $6,625 | $77,660 | $13,708 | $292,646 | |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | The First Lady of the University often travels with the President for University business. She serves as executive director of the Samfords Legacy League, an Auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. |
| Part I Line 1a | The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in their home. |
| Part I Line 1a | The University provides social club dues and fees to five 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. |
| Part I Line 1a | Housekeeping services at the Presidents 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 Presidents home and the fact that all areas, including personal quarters, are open and available for viewing during these events. |
| Part I Line 8 | One individual received a performance-based bonus during the year. Amounts paid were set in the agreement signed by both parties within their initial contract or a renewal. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| The Educational Building Authority of the City of Homewood | ||||||||
| A | 521442481 | 437887EU2 | 2007-02-26 | $25,241,000 | Construction and renovation of capital projects | false | false | false |
| The Educational Building Authority of the City of Homewood | ||||||||
| B | 521442481 | 2009-09-24 | $25,000,000 | Current refunding of Series 2008-B bonds | false | false | false | |
| The Educational Building Authority of the City of Homewood | ||||||||
| C | 521442481 | 2012-07-16 | $25,000,000 | Construction of capital projects | false | false | false | |
| The Educational Building Authority of the City of Homewood | ||||||||
| D | 521442481 | 437887FW7 | 2013-07-29 | $78,551,420 | Current refunding of Series 2001, 2008-A and 2010-A bonds. | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $25,241,000 | $264,750 | $352,000 | $24,624,250 | 2007 | false | false | Yes (true) | Yes (true) | |
| B | $25,000,000 | Yes (true) | false | Yes (true) | Yes (true) | $25,000,000 | ||||
| C | $22,350,000 | $22,350,000 | 2013 | false | false | Yes (true) | Yes (true) | |||
| D | $78,551,420 | $708,435 | $425,324 | Yes (true) | Yes (true) | Yes (true) | $77,417,661 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) | ||
| B | false | false | false | false | false | false | Yes (true) | ||
| C | false | false | false | false | false | false | Yes (true) | ||
| D | false | Yes (true) | false | false | false | false | Yes (true) | 0.00010 | 0.00010 |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| C | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| D | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part II Line 3, Bond Issue C | The University only performed drawdowns totaling 22,350,000 of the total 25,000,000 issue price. The University will not draw down the additional funds. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Educational Building Authority of the City of Homewood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521442481 | BondIssuerEIN |
| Bond Issued | 2014-12-22 | BondIssuedDt |
| Issue Price | $31,000,000 | IssuePriceAmt |
| Purpose | Construction and renovation of capital projects | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $31,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $49,500 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $30,950,500 | CapitalExpendituresAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Assistance PurposeAssistancePurposeTxt |
|---|---|
| Various | |
| $38,633 | Merit-based scholarships |
| Various | |
| $27,520 | Tuition discount |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Kimberly Davey | |||
| Family Member of Key Employee | $77,093 | See Part V | false |
| Lynda Jentsch | |||
| Family Member of Board Member | $84,066 | See Part V | false |
| Riley Westmoreland | |||
| Family Member of President | $33,833 | See Part V | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV Line 1 | Compensation paid to Kimberly Davey who is a family member of Key Employee Nena Sanders. |
| Part IV Line 2 | Compensation paid to Lynda Jentsch who is a family member of Board Member H. Hobart Grooms, Jr. |
| Part IV Line 3 | Compensation paid to Riley Westmoreland who is a family member of President T. Andrew Westmoreland. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,425 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,680 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,322,833 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average price on day of gift | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,245 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,374 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | See Part II | Desc |
| Contribution | 97 | ContributionCnt |
| Noncash Contributions Rpt F990 | $161,223 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Resale Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 25-28 | 14,118 Vendor Payment-Sporting Events 24 contributions 112,824 Vendor Payment-Audio/Visual Equipment 3 contributions 6,050 Vendor Payment-Computer Equipment 2 contributions 12,570 Vendor Payment-Travel Vouchers 17 Contributions 4,876 Vendor Payments-Gift Certificates 34 Contributions 1,500 Vendor Payment-Auto Supplies 3 contributions 2,000 Vendor Payment-Alumni Receptions 1 contribution 6,885 Vendor Payments-Receptions 12 Contributions 400 Vendor Payment-Apartment 1 Contribution |
| Part I Line 32a | The University used Northern Trust to sell stock gifts upon receipt. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 35,900,768, Grants and allocations 0, Revenue 19,686,109 Additional program service revenue is derived from food services and vending, bookstore sales, educational workshops/programs, pension liability adjustments and other types of program service revenue. Additional program service expense is created from legal fees, other professional fees, advertising and promotion, office expenses, information technology, travel, interest, depreciation, service and service auxiliary expenses, dues, subscriptions, and memberships, pension liability adjustments and other types of program service expense. |
| Form 990, Part VI, Section A, Line 4 | Minor changes to the universitys bylaws were adopted in December 2015. These changes updated certain officer titles, added clarifying language, and updated otherwise outdated or ambiguous language to conform to current practices. None of the updates materially change the composition of the existing bylaws. |
| Form 990, Part VI, Section B, Line 11 | 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, Section B, Line 12c | 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. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. |
| Form 990, Part VI, Section B, Line 15 | 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. The Presidents compensation package was approved by the Board of Trustees. |
| Form 990, Part VI, Section C, Line 19 | 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 Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SPCAMPUS I LLC | |||||||||
| 800 Lakeshore Dr | Birmingham | AL | 35229 | 473344667 | Rental Real Estate | AL | $3,026,210 | $21,953,996 | Samford University |
| SPCAMPUS II LLC | |||||||||
| 800 Lakeshore Dr | Birmingham | AL | 35229 | 473367549 | Rental Real Estate | AL | $1,146,735 | $11,662,770 | Samford University |
| SPCAMPUS III LLC | |||||||||
| 800 Lakeshore Dr | Birmingham | AL | 35229 | 473334076 | Real Estate Investment | AL | $2,271,957 | $28,694,370 | Samford University |
| Samford Properties East LLC | |||||||||
| 800 Lakeshore Dr | Birmingham | AL | 35229 | 473374730 | Land held for use | AL | $3,130,000 | Samford University | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631016371 | EIN |
| Primary Activities | Educational Research | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | Line 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |