PFEIFFER UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PFEIFFER UNIVERSITY (EIN 56-0529990)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201711319349301791
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T10:11:34-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | 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 | 560529990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFEIFFER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PFEI | BusinessNameControlTxt |
| Phone | 7044631360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR COLLEEN PERRY-KEITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044631360 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 3362724551 | PhoneNum |
| 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 | DR COLLEEN PERRY-KEITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,911,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PFEIFFER.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UNITED METHODIST-RELATED UNIVERSITY, WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS, COMMITTED TO EDUCATIONAL EXCELLENCE, SERVICE, AND SCHOLARSHIP. WITHIN NURTURING COMMUNITIES OF LEARNERS, WE VALUE DIVERSITY AND PROMOTE THE ATTAINMENT OF FULL ACADEMIC AND PERSONAL POTENTIAL THROUGH ACCESSIBLE UNDERGRADUATE AND GRADUATE PROGRAMS. IT IS THE VISION OF THE UNIVERSITY THAT OUR STUDENTS EMBRACE THE CHRISTIAN VALUES OF HUMAN DIGNITY, INTEGRITY, AND SERVICE AND BECOME SERVANT LEADERS AND LIFELONG LEARNERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 748 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,629,779 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,380,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,032,597 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,373,737 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,047,864 | PYInvestmentIncomeAmt |
| CY Investment Income | $624,053 | CYInvestmentIncomeAmt |
| PY Other Revenue | $156,186 | PYOtherRevenueAmt |
| CY Other Revenue | $72,881 | CYOtherRevenueAmt |
| PY Total Revenue | $38,866,426 | PYTotalRevenueAmt |
| CY Total Revenue | $36,451,433 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,489,518 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,343,069 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,356,660 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,524,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $845,215 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,390,202 | PYOtherExpensesAmt |
| CY Other Expenses | $13,741,682 | CYOtherExpensesAmt |
| PY Total Expenses | $38,236,380 | PYTotalExpensesAmt |
| CY Total Expenses | $39,608,765 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $630,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,157,332 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,124,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,289,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,842,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,899,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,282,537 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,389,951 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UNITED METHODIST-RELATED UNIVERSITY, WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS, COMMITTED TO EDUCATIONAL EXCELLENCE, SERVICE, AND SCHOLARSHIP. WITHIN NURTURING COMMUNITIES OF LEARNERS, WE VALUE DIVERSITY AND PROMOTE THE ATTAINMENT OF FULL ACADEMIC AND PERSONAL POTENTIAL THROUGH ACCESSIBLE UNDERGRADUATE AND GRADUATE PROGRAMS. IT IS THE VISION OF THE UNIVERSITY THAT OUR STUDENTS EMBRACE THE CHRISTIAN VALUES OF HUMAN DIGNITY, INTEGRITY, AND SERVICE AND BECOME SERVANT LEADERS AND LIFELONG LEARNERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,865,967 | ExpenseAmt |
| Revenue | $32,373,737 | RevenueAmt |
| Desc | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UMC-RELATED UNIVERSITY WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS PROVIDING HIGHER EDUCATION DEGREES THROUGH UNDERGRADUATE, GRADUATE, AND ADULT LEARNER PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,343,069 | ExpenseAmt |
| Grant | $11,343,069 | GrantAmt |
| Desc | SCHOLARSHIPS AND SIMILAR FINANCIAL AID FOR STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,209,036 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 387 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 748 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY PLYLER VP FOR FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7044633042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PFEIFFER UNIVERSITY HWY 52 | AddressLine1Txt |
| City | MISENHEIMER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| G SCOTT MIDDLETON | |||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMUEL J ASBURY JR | |||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT J BRIETZ | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOY T MELTON | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIANNE BRITTAIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES T CASHION | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE S CRISCO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE DANIEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBY H GRIFFIN JD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE GROVES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J MCILQUHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN K PUGH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL C RING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHALL C ROGERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT L ROSE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AATLAS JAMES RUSSELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARCH Y STOKES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK THAMES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMY A ALDRIDGE | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA H AUTEN | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA I DEBOY | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONYA LANIER | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL LELAND | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY REIGEL | |||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY M BOONE | |||||||
| INTERIM PRESIDENT | 40.00 | Yes (X) | $98,504 | $0 | $2,755 | ||
| COLLEEN PERRY-KEITH | |||||||
| PRESIDENT | 40.00 | Yes (X) | $119,330 | $0 | $4,116 | ||
| ROBERT G REASSO | |||||||
| VP FOR ATHLETICS | 40.00 | Yes (X) | $125,999 | $0 | $2,109 | ||
| TRACY ESPY | |||||||
| PROVOST/VP ACADEMIC AFFAIRS | 40.00 | Yes (X) | $107,889 | $0 | $24,293 | ||
| JEFF PLYLER | |||||||
| VP FINANCE/CFO | 40.00 | Yes (X) | $84,058 | $0 | $25,476 | ||
| THAD HENRY | |||||||
| SPEC ASST TO PRES FOR LDSHP & ADV | 40.00 | Yes (X) | $29,259 | $0 | $1,027 | ||
| JOHN LEFLER | |||||||
| INTERIM VP FOR ADVANCEMENT | 40.00 | Yes (X) | $75,566 | $0 | $1,078 | ||
| BOB FUZY | |||||||
| VP FOR ADVANCEMENT | 40.00 | Yes (X) | $62,501 | $0 | $5,502 | ||
| MICHAEL C MILLER | |||||||
| FORMER PRESIDENT | 0.00 | $112,500 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $815,606 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,356 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 FOOD SERVICE | |||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | FOOD SERVICE | $1,435,374 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | MAINTENANCE | $854,572 |
| STOKES CONSTRUCTION INC | |||||
| 618 NORTH SECOND ST | ALBEMARLE | NC | 28801 | CONTRACTOR | $529,976 |
| TOMMY LAWRENCE ELECTRICAL CONTRACTOR | |||||
| PO BOX 641 | ROXBORO | NC | 27573 | ELECTRONICS/TECHNOLOGY | $444,054 |
| BLACKBOARD CONNECT INC | |||||
| PO BOX 200154 | PITTSBURGH | PA | 15251 | ONLINE SOFTWARE | $390,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $700 | FundraisingAmt |
| Government Grants | $179,373 | GovernmentGrantsAmt |
| All Other Contributions | $3,200,689 | AllOtherContributionsAmt |
| Noncash Contributions | $243,088 | NoncashContributionsAmt |
| Total Contributions | $3,380,762 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $26,384,386 | $26,384,386 |
| DORMITORY & HOUSING | 611710 | $2,877,411 | $2,877,411 |
| FOOD SERVICE & VENDING | 611710 | $1,892,604 | $1,892,604 |
| OTHER SOURCES, ATHLETICS & LIBRAR | 611710 | $1,174,160 | $1,174,160 |
| BOOKSTORE | 451211 | $45,176 | $45,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,373,737 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,006 | TotalRevenueColumnAmt |
| Exclusion | $432,006 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $94,949 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $94,949 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,949 | TotalRevenueColumnAmt |
| Exclusion | $94,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,587,023 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,394,976 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,047 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,047 | TotalRevenueColumnAmt |
| Exclusion | $192,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,493 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,018 | TotalRevenueColumnAmt |
| Exclusion | -$35,018 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,950 | TotalRevenueColumnAmt |
| Exclusion | $12,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,950 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,451,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,373,737 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $696,934 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,343,069 | TotalAmt |
| Program Services | $11,343,069 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,836 | TotalAmt |
| Management And General | $635,856 | ManagementAndGeneralAmt |
| Fundraising | $123,980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,422,442 | TotalAmt |
| Program Services | $8,844,842 | ProgramServicesAmt |
| Management And General | $2,332,613 | ManagementAndGeneralAmt |
| Fundraising | $244,987 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,015 | TotalAmt |
| Program Services | $3,011 | ProgramServicesAmt |
| Management And General | $803 | ManagementAndGeneralAmt |
| Fundraising | $201 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390,305 | TotalAmt |
| Program Services | $1,325,289 | ProgramServicesAmt |
| Management And General | $26,806 | ManagementAndGeneralAmt |
| Fundraising | $38,210 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,416 | TotalAmt |
| Program Services | $710,562 | ProgramServicesAmt |
| Management And General | $189,483 | ManagementAndGeneralAmt |
| Fundraising | $47,371 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,805 | TotalAmt |
| Management And General | $28,805 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,887 | TotalAmt |
| Management And General | $71,887 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,351 | TotalAmt |
| Management And General | $152,351 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,035 | TotalAmt |
| Management And General | $549,035 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,290 | TotalAmt |
| Program Services | $341,574 | ProgramServicesAmt |
| Management And General | $62,922 | ManagementAndGeneralAmt |
| Fundraising | $34,794 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,468 | TotalAmt |
| Program Services | $834,965 | ProgramServicesAmt |
| Management And General | $214,094 | ManagementAndGeneralAmt |
| Fundraising | $21,409 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,731 | TotalAmt |
| Program Services | $706,985 | ProgramServicesAmt |
| Management And General | $132,560 | ManagementAndGeneralAmt |
| Fundraising | $44,186 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,367,591 | TotalAmt |
| Program Services | $3,199,212 | ProgramServicesAmt |
| Management And General | $101,028 | ManagementAndGeneralAmt |
| Fundraising | $67,351 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,214,973 | TotalAmt |
| Program Services | $911,230 | ProgramServicesAmt |
| Management And General | $182,246 | ManagementAndGeneralAmt |
| Fundraising | $121,497 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,367 | TotalAmt |
| Program Services | $22,694 | ProgramServicesAmt |
| Management And General | $4,255 | ManagementAndGeneralAmt |
| Fundraising | $1,418 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,440 | TotalAmt |
| Management And General | $626,440 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,226 | TotalAmt |
| Program Services | $1,766,265 | ProgramServicesAmt |
| Management And General | $55,777 | ManagementAndGeneralAmt |
| Fundraising | $37,184 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,357 | TotalAmt |
| Program Services | $241,886 | ProgramServicesAmt |
| Management And General | $45,353 | ManagementAndGeneralAmt |
| Fundraising | $15,118 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT BOARD | $1,414,592 | $1,414,592 | ||
| BAD DEBT | $999,139 | $932,894 | $66,245 | |
| EVENTS | $308,351 | $299,075 | $9,276 | |
| PROFESSIONAL MEMBERSHIP | $133,356 | $106,685 | $20,003 | $6,668 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,723 | TotalAmt |
| Program Services | $204,206 | ProgramServicesAmt |
| Management And General | $46,676 | ManagementAndGeneralAmt |
| Fundraising | $40,841 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,608,765 | TotalAmt |
| Program Services | $33,209,036 | ProgramServicesAmt |
| Management And General | $5,554,514 | ManagementAndGeneralAmt |
| Fundraising | $845,215 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,015 | BOYAmt |
| EOY | $526,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,737 | BOYAmt |
| EOY | $996,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,369 | BOYAmt |
| EOY | $750,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,931 | BOYAmt |
| EOY | $761,437 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,986 | BOYAmt |
| EOY | $930,009 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,540 | BOYAmt |
| EOY | $146,551 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,312 | BOYAmt |
| EOY | $362,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,940,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,301,705 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,685,951 | BOYAmt |
| EOY | $21,638,315 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,079 | BOYAmt |
| EOY | $15,417,242 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,937,987 | BOYAmt |
| EOY | $1,760,210 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,124,907 | BOYAmt |
| EOY | $43,289,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,456 | BOYAmt |
| EOY | $2,302,868 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,888 | BOYAmt |
| EOY | $1,350,496 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,157 | BOYAmt |
| EOY | $287,300 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,251,279 | BOYAmt |
| EOY | $13,352,889 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,580 | BOYAmt |
| EOY | $1,157,346 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,000 | BOYAmt |
| EOY | $2,064,287 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,010 | BOYAmt |
| EOY | $384,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,842,370 | BOYAmt |
| EOY | $20,899,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,174 | BOYAmt |
| EOY | $3,235,992 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,675,692 | BOYAmt |
| EOY | $3,944,916 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,961,671 | BOYAmt |
| EOY | $15,209,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,282,537 | BOYAmt |
| EOY | $22,389,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,124,907 | BOYAmt |
| EOY | $43,289,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,157,332 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$748,144 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,890 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $9,900 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,633,039 | BeginningYearBalanceAmt |
| Contributions | $282,268 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,884 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $961,557 | GrantsOrScholarshipsAmt |
| Other Expenditures | $485,266 | OtherExpendituresAmt |
| Administrative Expenses | $152,351 | AdministrativeExpensesAmt |
| End Year Balance | $17,239,249 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,005,313 | BeginningYearBalanceAmt |
| Contributions | $322,239 | ContributionsAmt |
| Investment Earnings Or Losses | $828,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $893,319 | GrantsOrScholarshipsAmt |
| Other Expenditures | $462,062 | OtherExpendituresAmt |
| Administrative Expenses | $167,934 | AdministrativeExpensesAmt |
| End Year Balance | $18,633,039 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,617,500 | BeginningYearBalanceAmt |
| Contributions | $154,342 | ContributionsAmt |
| Investment Earnings Or Losses | $3,011,146 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $413,832 | GrantsOrScholarshipsAmt |
| Other Expenditures | $204,753 | OtherExpendituresAmt |
| Administrative Expenses | $159,090 | AdministrativeExpensesAmt |
| End Year Balance | $19,005,313 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,095,175 | BeginningYearBalanceAmt |
| Contributions | $196,908 | ContributionsAmt |
| Investment Earnings Or Losses | $1,929,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $381,316 | GrantsOrScholarshipsAmt |
| Other Expenditures | $82,764 | OtherExpendituresAmt |
| Administrative Expenses | $139,743 | AdministrativeExpensesAmt |
| End Year Balance | $16,617,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,513,694 | BeginningYearBalanceAmt |
| Contributions | $185,439 | ContributionsAmt |
| Investment Earnings Or Losses | $76,723 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $350,763 | GrantsOrScholarshipsAmt |
| Other Expenditures | $180,559 | OtherExpendituresAmt |
| Administrative Expenses | $149,359 | AdministrativeExpensesAmt |
| End Year Balance | $15,095,175 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.84740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,811,780 | OtherCostOrOtherBasisAmt |
| Book Value | $1,811,780 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,142,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,716,942 | DepreciationAmt |
| Book Value | $16,425,917 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,489,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,957,145 | DepreciationAmt |
| Book Value | $2,532,392 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,495,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $627,618 | DepreciationAmt |
| Book Value | $868,226 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,638,315 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $110,166 |
| CAPITAL LEASES | $255,591 |
| SERVICE PROVIDER AGREEMENT | $18,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $384,007 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,363,508 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$748,144 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,150 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$12,263,073 | OtherRevenueAmt |
| Revenue Not Reported | -$13,001,067 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,364,575 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $152,351 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$65,493 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $86,858 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,451,433 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,256,094 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,150 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $65,493 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $75,643 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,180,451 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $152,351 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,275,963 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,428,314 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,608,765 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | FRAMED ORIGINAL PHOTOGRAPH OF DR. MARTIN LUTHER KING, JR. AND DR. VERNON MACK HERRON ON THE MARCH FROM SELMA TO MONTGOMERY, AL IN 1965. ALSO, INCUDED IS A GENEOLOGY COLLECTION OF BOOKS, DOCUMENTS AND MEMORABILIA FROM DR. HERRON. THESE INCLUDE HIS WRITINGS ON THE CIVIL RIGHTS MOVEMENT. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED AS DIRECTED BY DONOR STIPULATION AND APPLICABLE LAWS. THESE RESOURCES FUND SCHOLARSHIPS, MAINTENANCE, AND OTHER PROGRAMS AND INITIATIVES THAT FURTHER THE VISION AND MISSION OF THE UNIVERSITY. |
| PART X, LINE 2: | MANAGEMENT EVALUATED PFEIFFER'S TAX POSITIONS AND CONCLUDED THAT PFEIFFER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. PFEIFFER FILES FORM 990 IN ACCORDANCE WITH APPLICABLE U.S. FEDERAL REGULATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF SCHOLARSHIPS -11,343,069. CHANGE IN VALUE OF ANNUITY 7,796. CHANGE IN CASH SURRENDER VALUE 5,094. CHANGE IN VALUE OF PLEDGES -932,894. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EVENTS EXPENSES -65,493. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EVENTS EXPENSES 65,493. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF SCHOLARSHIPS 11,343,069. CHANGE IN VALUE OF PLEDGES 932,894. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY INCLUDES THE RACIALLY NONDISCRIMATORY POLICY IN ALL ITS BROCHURES, CATALOGUES AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC THAT RELATE TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. |
| SCHEDULE E, PART I, LINE 6 | EXPENDITURES OF FEDERAL AWARDS: SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $ 83,170 FEDERAL DIRECT LOAN PROGRAM 11,875,189 FEDERAL WORK STUDY 126,688 PELL GRANT PROGRAM 1,833,672 FEDERAL PERKINS LOAN PROGRAM 80,947 EXPENDITURES OF STATE AWARDS: NC NEED-BASED SCHOLARSHIP PROGRAM $ 1,753,075 NC FORGIVEABLE EDUCATION LOANS FOR SERVICE 42,000 GOLDEN LEAF SCHOLARS PROGRAM 4,500 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $20,880 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,180 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,974 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,600 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,677 | OtherDirectExpensesEvent1Amt |
| Event2 | HOMECOMING GALA/AUCTION | Event2Nm |
| Gross Receipts Event2 | $10,295 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,295 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $27,033 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $24,209 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $31,175 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,475 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,974 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,633 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,886 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,493 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$35,018 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1020 | RecipientCnt |
| Cash Grant | $11,343,069 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE MONITORED EACH YEAR BY FINANCIAL AID IN CONJUNCTION/CONSULTATION WITH THE ADVANCEMENT DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL C MILLER | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $112,500 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $112,500 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCES ARE GRANTED TO EMPLOYEES THAT ARE REQUIRED TO LIVE ON CAMPUS, ARE PART-TIME COACHES, OR IF INCLUDED IN TERMS OF EMPLOYMENT. SUCH ALLOWANCES ARE PROVIDED AS MONTHLY INCOME IN THE AMOUNT OF RENT AND AN ADDITIONAL 25% MARKUP TO COVER ANY TAXES. ANNUALLY, SUCH EMPLOYEES SIGN A RENTAL CONTRACT EACH JULY FOR THE UPCOMING LEASE TERM. |
| PART I, LINE 1B | INFORMATION REGARDING THE HOUSING ALLOWANCE IS CONTAINED IN THE EMPLOYEES' OFFER LETTERS. |
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 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| Bond Issued | 2012-12-21 | BondIssuedDt |
| Issue Price | $15,923,238 | IssuePriceAmt |
| Purpose | CAPITAL PROJECTS & REFUNDING BALANCE ON SERIES 2006 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,570,349 | RetiredAmt |
| Total Proceeds | $15,923,238 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $254,738 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,207,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,281,500 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR/RECEIPT | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,811 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR/RECEIPT | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $165,572 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR/RECEIPT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ATHLETIC EQUIPMENT | 17 | $26,380 | DONOR/RECEIPT |
| Yes (X) | EVENTS/TICKETS | 77 | $15,272 | DONOR/RECEIPT |
| Yes (X) | FURNITURE/FIXTURES | 2 | $13,399 | DONOR/RECEIPT |
| Yes (X) | MISC | 7 | $1,433 | DONOR/RECEIPT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF ITEMS DONATED. |
| PART I, LINE 32B: | PFEIFFER UNIVERSITY CONTRACTS WITH AN ONLINE AUCTION COMPANY FOR ASSISTANCE WITH THE ANNUAL HOMECOMING AUCTION. THE COMPANY PROVIDES A SPECIFIC WEB ADDRESS WHERE CONSTITUENTS CAN BID ONLINE AND PROVIDE MAXIMUM BIDS PRIOR TO THE LIVE AUCTION AT HOMECOMING. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF TRUSTEES HAS 24 VOTING MEMBERS, CONSISTING OF BOARD TRUSTEES AND SIX EX-OFFICIO MEMBERS (THE PRESIDENT AND PRESIDENT-ELECT OF THE ALUMNI BOARD). THE EXECUTIVE COMMITTEE HOLDS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE BOARD CHAIR, PAST CHAIR, VICE-CHAIR, SECRETARY, TREASURER, AND CHAIRS OF ALL STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | PFEIFFER UNIVERSITY'S FORM 990 WILL BE SENT TO THE PRESIDENT, CFO, AND ALL BOARD OF TRUSTEE MEMBERS FOR INDIVIDUAL REVIEW BEFORE THE RETURN IS SUBMITTED. THE FINANCE COMMITTEE WILL REVIEW IN DETAIL AT A SCHEDULED MEETING PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | PFEIFFER UNIVERSITY REQUIRES ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. EACH FORM IS REVIEWED BY THE PRESIDENT'S OFFICE AND IF ANY CONFLICTS ARISE, THEY ARE QUESTIONED AND DEALT WITH AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR FINANCE COMMITTEE ANNUALLY REVIEWS COMPARABLE EXTERNAL DATA AND BENCHMARKS, AS WELL AS PERFORMANCE IN DETERMINING APPROPRIATE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, PFEIFFER UNIVERSIRY POSTS ITS CURRENT CONFLICT OF INTEREST STATEMENT ONLINE AT THE PFEIFFER UNIVERSITY WEBSITE. |
| FORM 990, PART VII, SECTION A, COLUMN F: | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITY 7,796. CHANGE IN CASH SURRENDER VALUE 5,094. |
| FORM 990, PART XII, LINE 2C, AUDIT/FINANCE COMMITTEE: | THE FINANCE/AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1A | EACH TRUSTEE, AND SOME EX-OFFICIO MEMBERS, SHALL BE ENTITLED TO ONE (1) VOTE ON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE TRUSTEES, OR SUBMITTED BY EMAIL BALLOT. THE VOTE OF A MAJORITY OF THE TRUSTEES ON ANY MATTER AT A MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE TRUSTEES ON THAT MATTER, UNLESS THE VOTE OF A GREATER NUMBER IS REQUIRED BY LAW OR BY THE CHARTER OR BYLAWS OF THE CORPORATION. ATTENDANCE BY TELECONFERENCE IS ACCEPTABLE TO CONSTITUTE A QUORUM AND TO VOTE ON A GIVEN MATTER. THE CHAIR OF THE FACULTY SENATE AND THE PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION SHALL BE EX-OFFICIO, NON-VOTING MEMBERS OF THE BOARD, AND THEIR TERMS ON THE BOARD SHALL COINCIDE WITH THEIR RESPECTIVE TERMS AS CHAIR OF THE FACULTY SENATE AND PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION. THE RESIDENT BISHOP OF THE WESTERN NORTH CAROLINA CONFERENCE AND THE SUPERINTENDENT OF THE ALBEMARLE DISTRICT SHALL SERVE AS EX-OFFICIO VOTING MEMBERS WHOSE TERMS ON THE BOARD SHALL COINCIDE WITH THEIR APPOINTED POSITIONS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, PAST CHAIR, VICE-CHAIR, SECRETARY, TREASURER, AND CHAIRS OF ALL STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL CHARGE OF THE BUSINESS OF THE CORPORATION BETWEEN THE REGULAR MEETINGS OF THE BOARD AND SHALL HAVE AUTHORITY TO ACT UPON ALL MATTERS WHICH, IN THE JUDGMENT OF THE COMMITTEE, SHALL REQUIRE IMMEDIATE ACTION OR DECISION. IT SHALL HAVE GENERAL CHARGE OF THE FINANCIAL INTERESTS OF THE UNIVERSITY AND OF SECURING AND NEGOTIATING LOANS. THE COMMITTEE SHALL ENSURE THAT THE UNIVERSITY IS IN COMPLIANCE WITH THE APPROVED CAPITAL EXPENDITURE POLICY. DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL FINANCIAL AND EXECUTIVE BUSINESS, EXCEPT AS OTHERWISE MAY BE PROVIDED BY LAW OR BY THESE BYLAWS. THE COMMITTEE SHALL CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT'S PERFORMANCE AND COMPENSATION PACKAGE. MINUTES OF THE MEETINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE ACCURATELY RECORDED AND SHALL BE PRESENTED IN EACH CASE TO THE SUCCEEDING MEETING OF THE BOARD FOR APPROVAL AND RATIFICATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPUS AT PFEIFFER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 PARK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205671256 | EIN |
| Primary Activities | CAMPUS CAPITAL PROJECTS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| End Of Year Assets | $2,501,894 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFEIFFER UNIVERSITY | BusinessNameLine1Txt |