2016-05-16T12:59:22-07:00 2015-06-30 990 2014-07-01 620475697 The University of the South UNIV 9315981349 735 University Ave Sewanee TN 373831000 Douglass Williams Treasurer 9315981349 2016-05-16 2014 2016-08-17 19:52:53Z John McCardell 735 University Ave Sewanee TN 373831000 240147876 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 144 139 2053 1300 6591 0 23219603 16949196 86954816 96048245 24489080 15351207 0 1763088 134663499 130111736 23708861 26630189 0 0 52076995 56170690 0 0 3881248 37120888 38786461 112906744 121587340 21756755 8524396 635753143 664065623 77601718 102011567 558151425 562054056 The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. School of Theology educates women and men to serve the broad whole of the Episcoal Church in ordained and lay vocations. 0 0 65686428 22101629 67566027 INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH. 13029579 0 2135249 STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY. 17900191 25315802 HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST. 3936406 104210 1031167 OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION. 3936406 104210 1031167 100552604 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 3490 0 1 2053 1 1 1 1 SP 0 0 0 0 0 0 0 0 X 144 139 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 X Doug Williams 9315981349 735 University Ave Sewanee TN 373831000 John McKee Sloan Board Member 2 X 0 0 0 Santosh Marray Board Member 2 X 0 0 0 Lucius Anderson Board Member 2 X 0 0 0 James Bradford Board Member 2 X 0 0 0 Polly Robb Board Member 2 X 0 0 0 Larry R Benfield Board Member 2 X 0 0 0 Jim McDonald Board Member 2 X 0 0 0 Billy Richard Cato Board Member 2 X 0 0 0 Terry Jefferson Board Member 2 X 0 0 0 Robert C Wright Board Member 2 X 0 0 0 Sharon Hiers Board Member 2 X 0 0 0 George Williamson Board Member 2 X 0 0 0 Sage Hoare Board Member 2 X 0 0 0 Gregory O Brewer Board Member 2 X 0 0 0 James Dorn Board Member 2 X 0 0 0 Parker Bauer Board Member 2 X 0 0 0 Frank B Gummey III Board Member 2 X 0 0 0 James Russell Kendrick Board Member 2 X 0 0 0 John H Riggin Board Member 2 X 0 0 0 Amy Hamilton Board Member 2 X 0 0 0 Eric Stevenson Board Member 2 X 0 0 0 George R Sumner Jr Board Member 2 X 0 0 0 Paul E Lambert Board Member 2 X 0 0 0 Michael Hoffman Board Member 2 X 0 0 0 Orrin Harrison III Board Member 2 X 0 0 0 Gilda Hurst Board Member 2 X 0 0 0 Robert Skirving Board Member 2 X 0 0 0 Robert Alves Board Member 2 X 0 0 0 John O Haroldson Board Member 2 X 0 0 0 J Thomas Sutton Board Member 2 X 0 0 0 George D Young III Board Member 2 X 0 0 0 Robert Leopold Board Member 2 X 0 0 0 Chris Cone Board Member 2 X 0 0 0 Lee Phillips Board Member 2 X 0 0 0 Charles G vonRosenberg Board Member 2 X 0 0 0 Canon Michael Wright Board Member 2 X 0 0 0 Ann Stirling Board Member 2 X 0 0 0 Jane Hart Lewis Board Member 2 X 0 0 0 Samuel Johnson Howard Board Member 2 X 0 0 0 Malcolm Jopling Board Member 2 X 0 0 0 Pamela Jordan Anderson Board Member 2 X 0 0 0 Blucher B Lines Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Andrew Wright Board Member 2 X 0 0 0 Sherri Glaser Board Member 2 X 0 0 0 Cynthia Hill Board Member 2 X 0 0 0 Scott A Benhase Board Member 2 X 0 0 0 Ted Clarkson Board Member 2 X 0 0 0 William R Bruce Board Member 2 X 0 0 0 Deborah Thomas Board Member 2 X 0 0 0 Terry Allen White Board Member 2 X 0 0 0 Anne Vouga Board Member 2 X 0 0 0 Brian Clardy Board Member 2 X 0 0 0 Leslie Newman Board Member 2 X 0 0 0 Douglas Hahn Board Member 2 X 0 0 0 Michael Carlisle Board Member 2 X 0 0 0 Addison Hosea Board Member 2 X 0 0 0 Buckner Hinkle Board Member 2 X 0 0 0 Morris K Thompson Jr Board Member 2 X 0 0 0 Ralph Howe Jr Board Member 2 X 0 0 0 Drew Broach Board Member 2 X 0 0 0 Ed Harold Board Member 2 X 0 0 0 Brian R Seage Board Member 2 X 0 0 0 David Elliott III Board Member 2 X 0 0 0 Scott Davis Board Member 2 X 0 0 0 Whitney Robinson Board Member 2 X 0 0 0 George Wayne Smith Board Member 2 X 0 0 0 Doris Westfall Board Member 2 X 0 0 0 Jack Lauless Board Member 2 X 0 0 0 Chris Sturgeon Board Member 2 X 0 0 0 Anne Hodges-Copple Board Member 2 X 0 0 0 Suzanne Cate Board Member 2 X 0 0 0 Edward Dudley Colhoun IV Board Member 2 X 0 0 0 Jane Whitt Sellers Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Dr Robert F Pace Board Member 2 X 0 0 0 Don Griffis Board Member 2 X 0 0 0 John Hill Board Member 2 X 0 0 0 Peter Eaton Board Member 2 X 0 0 0 Alberto Cutie Board Member 2 X 0 0 0 Alyson Crouch Hardin Board Member 2 X 0 0 0 Robert Holloway Moore Board Member 2 X 0 0 0 Dabney T Smith Board Member 2 X 0 0 0 Nathan Speck-Ewer Board Member 2 X 0 0 0 Karen O Patterson Board Member 2 X 0 0 0 Gregory A Hearing Board Member 2 X 0 0 0 John C Bauerschmidt Board Member 2 X 0 0 0 Canon Gene Manning Board Member 2 X 0 0 0 H E Miller Jr Board Member 2 X 0 0 0 W A Stringer Board Member 2 X 0 0 0 C Andrew Doyle Board Member 2 X 0 0 0 Dena Harrison Board Member 2 X 0 0 0 Jeff W Fisher Board Member 2 X 0 0 0 William C Treadwell Board Member 2 X 0 0 0 Sandra Pratt Wilkens Board Member 2 X 0 0 0 Seth Hinkley Board Member 2 X 0 0 0 Andrew Waldo Board Member 2 X 0 0 0 Robert L Brown Board Member 2 X 0 0 0 William Porcher DuBose III Board Member 2 X 0 0 0 Mildred Lee Tanner Board Member 2 X 0 0 0 Don E Johnson Board Member 2 X 0 0 0 Joe Porter Board Member 2 X 0 0 0 Bill Nichol Board Member 2 X 0 0 0 Sally Cassady Lyon Board Member 2 X 0 0 0 Gary R Lillibridge Board Member 2 X 0 0 0 David Mitchell Reed Board Member 2 X 0 0 0 Ben Nelson Board Member 2 X 0 0 0 Dianne Pape Board Member 2 X 0 0 0 William Campbell Board Member 2 X 0 0 0 Jacob W Owensby Board Member 2 X 0 0 0 Paul D Martin Board Member 2 X 0 0 0 Andrea Marie Petrosh Board Member 2 X 0 0 0 Philip C Earhart Board Member 2 X 0 0 0 G Porter Taylor Board Member 2 X 0 0 0 Lawrence Britt Board Member 2 X 0 0 0 Kemper Williams Brown Board Member 2 X 0 0 0 Bill Stiefel Jr Board Member 2 X 0 0 0 Michael Farr Board Member 2 X 0 0 0 David Juge Board Member 2 X 0 0 0 Mark Lawrence Board Member 2 X 0 0 0 G Mark Phillips Board Member 2 X 0 0 0 Nancy Pile-Laney Board Member 2 X 0 0 0 William W Summerour Board Member 2 X 0 0 0 Howard Glen Castleberry Board Member 2 X 0 0 0 Julie Elizabeth Curd Board Member 2 X 0 0 0 Reid Funston Board Member 2 X 0 0 0 Michael Payne Board Member 2 X 0 0 0 Anna Spencer Board Member 2 X 0 0 0 Ann Patterson Willett Board Member 2 X 0 0 0 James P Wilson III Board Member 2 X 0 0 0 Rick Ball Board Member 2 X 0 0 0 Joshua Bowron Board Member 2 X 0 0 0 Suzanne Dansby Board Member 2 X 0 0 0 M Jane Eaves Board Member 2 X 0 0 0 Everett Puri Board Member 2 X 0 0 0 Sylar Holmes Board Member 40 X 0 0 0 Anne Gray Thornburg Board Member 40 X 0 0 0 Rob MacSwain Board Member 40 X 58568 0 16134 Virginia Craighill Board Member 40 X 61292 0 14386 S Dixon Myers Board Member 40 X 65641 0 46227 Chris McDonough Board Member 40 X 95022 0 42802 Samuel Johnson Howard Board Member 2 X 0 0 0 Nickie Peardon Board Member 40 X 28087 0 17138 Aelred Dean Board Member 40 X 481 0 0 John M McCardell Jr Vice-Chancellor/President 40 X 523515 0 86740 John Swallow Provost 40 X 217048 0 49361 Jett Fisher VP of Advancement 40 X 171920 0 76409 Lee Ann Backlund Dean of Admissions 40 X 162002 0 31968 Donna Pierce Legal Counsel 40 X 161923 0 49590 Neil Alexander Dean of School of Theology 40 X 154533 0 39582 Eric Hartman Dean of Students 40 X 132002 0 62962 Paul Wiley Registrar 40 X 113398 0 34378 John Gatta Dean of College 40 X 201247 0 41294 Francis Gladu VP of Administration 40 X 168873 0 49641 Sarah Sutherland Treasurer 40 X 135421 0 24817 Linda Lankewicz Provost 40 X 129348 0 47048 Gerald L Smith Professor 40 X 144806 0 72590 Eugene Prunty Professor & Conf. Director 40 X 183335 0 61174 Frederick Croom Professor 40 X 159456 0 38249 Joel Cunningham Professor 40 X 156825 0 37622 Jon Meacham Professor 40 X 250000 0 1500 3474743 0 941612 47 0 1 0 Blue Oak Projects PO Box 890 Winchester TN 37398 Construction 1384908 RW Construction 70 Davis Ln Tracy City TN 37387 Construction 444812 Ruffalo Noel Levitz PO Box 718 Des Moines IA 50303 Research Data Analytics 427236 Community Counseling Service PO Box 824885 Philadelphia PA 19182 Development and Counseling 379330 Sanitation Department 1032 Caldwell Rd Sewanee TN 37375 Sanitation 220700 10 0 0 0 0 301406 16647790 2033289 16949196 Tuition and Fees 611310 67566027 67566027 0 0 Auxiliary Sales and Services 611310 25315802 25315802 0 0 Education Sales and Services 611310 2135249 2135249 0 0 1031167 1031167 0 0 96048245 18688942 0 6591 18682351 8328 0 0 8328 2534 0 0 2534 0 0 106690077 0 110036140 0 -3346063 0 -3346063 0 0 -3346063 0 Insurance Proceeds from casualty loss, net 611310 1760554 0 0 1760554 0 0 0 0 1760554 130111736 96048245 6591 17107704 26630189 26630189 2865017 973365 1643323 248329 0 38819641 30649311 6381038 1789292 4527851 3805054 722797 7286621 5072512 1611594 602515 2671560 2110532 561028 415481 415481 82615 33847 48768 91045 91045 0 3789480 3789480 5150648 3243315 1740113 167220 425957 167360 22799 235798 1516903 1226768 223341 66794 709183 251571 448218 9394 1270420 1107344 94105 68971 2378582 2052987 201461 124134 574795 471435 63639 39721 1823049 1823049 5447293 4902564 544729 653635 305497 344354 3784 Food 4355707 3630195 641854 83658 Equipment Rental/Maintenance 726795 423132 277506 26157 Utilities 2840862 2786185 54677 Renewals and Replacements 2164960 1278315 886645 4369051 3818597 550454 121587340 100552604 17153488 3881248 4172745 5834083 55634697 60482607 26046920 27356181 1095723 846697 38000 40500 2642279 2710568 344467 375389 2647156 968356 271503626 87670776 176140856 183832850 361850611 374077943 5139689 7540449 635753143 664065623 9884999 9723270 1283628 1928745 59388989 83164446 7044102 7195106 77601718 102011567 X 228189144 219638346 182602230 192555801 147360051 149859909 558151425 562054056 635753143 664065623 8524396 -4621765 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208 0 0 0 1 1 450 10480 1 0 0 X X X 0 374301967 10710941 9749367 7806830 9133461 0 377821984 336524119 5039090 47073055 6142028 8192269 0 374301967 318951183 8617720 22614726 5853531 7805979 0 336524119 318709539 10044584 3315401 5533669 7584672 0 318951183 272487483 5033969 54223352 5698947 7336318 0 318709539 0.21 0.41 0.38 1 0 1663416 18702164 20365580 196779 193805217 51702073 142299923 0 0 0 0 0 44849690 35968703 8880987 0 12286360 0 12286360 183832850 F F Equities 309895636 F Bonds 39024252 F Cash Value of Insurance 1396353 F Assets Held By Trustee 23761702 F 374077943 Refundable Advances 2697579 Post Retirement Benefit Obligation 4497527 7195106 X 107083560 -4621765 0 0 -26374239 -30996004 138079564 0 -7967828 -7967828 130111736 103180929 0 0 0 7967828 7967828 95213101 0 26374239 26374239 121587340 Schedule D, Part II, Line 5 THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET. Schedule D, Part II, Line 9 CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES. Schedule D, Part III, Line 1 THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT. Schedule D, Part III, Line 4 THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. Schedule D, Part X, Line 2 THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. Schedule D, Part XI, Line 2d OTHER ADJUSTMENTS: SCHOLARSHIPS - CONTRA REVENUE -26,374,239 Schedule D, Part XI, Line 4b Investment earnings: Net gains (losses) on endowment and other investments, net of amount appropriated for endowment spending payout -7,632,396 Change in value of split-interest agreements -335,432 Schedule D, Part XII, Line 2d Investment earnings: Net gains (losses) on endowment and other investments, net of amount appropriated for endowment spending payout 7,632,396 Change in value of split-interest agreements 335,432 Schedule D, Part XII, Line 4b OTHER ADJUSTMENTS: SCHOLARSHIPS - CONTRA REVENUE 26,374,239 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGES. Schedule E, Part I, Line 6 FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE. 1 Central America and the Caribbean 0 0 Investments 45463037 Central America and the Caribbean 0 2 Program Services Study abroad program. 23996 South Asia 0 1 Program Services Study Abroad program. 73696 East Asia and the Pacific 0 3 Program Services Study abroad program. 73481 Europe (including Iceland and Greenland) 1 9 Program Services Study abroad program. 455813 1 15 46090023 Scholarship Central America and the Caribbean 7 2925 Credit to Students' Accounts Receivable 0 Scholarship South Asia 4 4000 Credit to Students' Accounts Receivable 0 Scholarship East Asia and the Pacific 5 7000 Credit to Students' Accounts Receivable 0 Scholarship Europe (including Iceland and Greenland) 11 170151 Credit to Students' Accounts Receivable 0 1 0 0 0 0 0 Schedule F, Part I, Line 2 SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. 1 Scholarships to students enrolled at the University of the South. 1430 26630189 Schedule I, Part I, Line 2 MERIT BASED SCHOLARSHIPS AND NEED BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT OR SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 John M McCardell Jr Vice-Chancellor/President 505253 0 0 0 18262 0 39000 0 43704 0 606219 0 0 0 John Swallow Provost 216988 0 0 0 60 0 21000 0 2128 0 240176 0 0 0 Jett Fisher VP of Advancement 171662 0 0 0 258 0 18225 0 56720 0 246865 0 0 0 Lee Ann Backlund Dean of Admissions 161744 0 0 0 258 0 16895 0 14961 0 193858 0 0 0 Donna Pierce Legal Counsel 161527 0 0 0 396 0 16785 0 14916 0 193624 0 0 0 Neil Alexander Dean of School of Theology 153741 0 0 0 792 0 33480 0 28041 0 216054 0 0 0 Francis Gladu VP of Administration 250000 0 0 0 0 0 0 0 13278 0 263278 0 0 0 Jon Meacham Professor 168477 0 0 0 396 0 17400 0 0 0 186273 0 0 0 Eugene Prunty Professor & Conf. Director 182726 0 0 0 610 0 28058 0 14505 0 225899 0 0 0 Frederick Croom Professor 158615 0 0 0 840 0 25264 0 22779 0 207498 0 0 0 Joel Cunningham Professor 156007 0 0 0 818 0 24460 0 16882 0 198167 0 0 0 John Gatta Former Dean of College 200548 0 0 0 699 0 18360 0 1677 0 221284 0 0 0 Schedule J, Part I, Line 1a THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCABLE TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D). A Franklin Co Health and Education Facilities Board 521282324 BS1353325 2005-12-01 13390188 Academic Building and Dorm Renovation 1 0 0 B Franklin Co Health and Education Facilities Board 521282324 353325DG5 2012-11-08 41051769 Dorm Renovation and New Dorm Construction 0 0 0 C Franklin Co Health and Education Facilities Board 521282324 353325DH3 2014-09-01 27321337 Redemption of Prior Bonds and Deferred Maintenance 0 0 0 D Franklin Co Health and Education Facilities Board 521282324 353325ED1 2015-04-01 7031896 Dormitory Constuctions 0 0 0 A 13190188 0 13390188 0 0 0 124120 168349 13097719 0 0 0 2008 0 0 1 1 B 565000 0 41051769 0 0 14011274 298972 0 0 38110195 2939458 2116 2014 1 1 0 1 C 0 0 27321337 0 0 0 128250 0 0 9773423 12956842 4462822 1 1 0 1 D 0 0 7031896 0 0 0 91535 0 0 34485 0 6905876 1 1 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part IV, Line 2c-12/01/2005 13,390,188 Franklin Co Health and Education Facilities Board 501(c)3 Entity: Bonds were spent within 18 months of issue. Schedule K, Part IV, Line 2c-11/08/2012 41,051,769 Franklin Co Health and Education Facilities Board 501(c)3 Entity: Bonds are to be spent within 18 months of issue. Schedule K, Part IV, Line 2c-09/01/2014 27,321,337 Franklin Co Health and Education Facilities Board 501(c)3 Entity: Bonds are to be spent within 18 months of issue. Schedule K, Part IV, Line 2c-04/01/2015 7,031,896 Franklin Co Health and Education Facilities Board 501(c)3 Entity: Bonds are to be spent within 18 months of issue. Paul Wiley Officer College X 48000 26500 0 1 1 Paul Wiley Officer Tuition X 35000 14000 0 1 1 40500 Various Board and Others 78150 Merit Based Room, Board, Tuition Assistnace Various Board and Other Interested Parties 60741 Need Based Room, Baord, Tuition Assistance X 4 0 NA X 93 1883289 Quoted Stock Price X 1 150000 Real Estate X Horse call Tuscany 1 0 NA X Equestrian Center Equipment 1 0 NA 1 0 1 0 Schedule M, Part I, Line 33 Revenues are not recognized for non-cash contributions (gifts-in-kind) when the related asset is not recognized on the balance sheet. Form 990, Part VI, Section A, Line 7a The dioceses elect or appoint lay trustees. Form 990, Part VI, Section A, Line 7b The BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, Line 11b THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION. Form 990, Part VI, Section B, Line 12c IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS. Form 990, Part VI, Section B, Line 15 THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. THERE HAS BEEN NO INCREASE IN COMPENSATION FOR THE LAST TWO FISCAL YEARS; HOWEVER, WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES THAT UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE (I) REASONABLE AND COMPETITIVE, (II) REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND (III) GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLICUPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS. Extension filed and approved. Due date is May 16th.