STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201501349349304930
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T13:29:03-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1
CityGreensboroCity
StateNCState
ZIP Code27401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566167EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORPORATION OF MERCER UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% WILLIAM G SOLOMONInCareOfNm
Business Name ControlCORPBusinessNameControlTxt
Phone4573012710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1
Address Line2SuiteAddressLine2
CityMACONCity
StateGAState
ZIP Code31207ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA DAVISPersonNm
Person TitleASSO VP - FINANCE & TREASURERPersonTitleTxt
Phone4573012710PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON H FRANKLINPreparerPersonNm
PTINP00448640PTIN
Phone4573012710PhoneNum
Preparation2015-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerWilliam D UnderwoodPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1
CityMACONCity
StateGAState
ZIP Code31207ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$325,074,743GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mercer.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionMercer University's mission is to teach, TO LEARN, TO CREATE, TO discover, to inspire, to empower, and to serve.ActivityOrMissionDesc
Voting Members Governing Body51VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee4150TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$26,147TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$29,980NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$65,808,637PYContributionsGrantsAmt
CY Contributions Grants$66,193,166CYContributionsGrantsAmt
PY Program Service Revenue$218,116,240PYProgramServiceRevenueAmt
CY Program Service Revenue$235,623,027CYProgramServiceRevenueAmt
PY Investment Income$6,295,741PYInvestmentIncomeAmt
CY Investment Income$8,677,797CYInvestmentIncomeAmt
PY Other Revenue$7,488,576PYOtherRevenueAmt
CY Other Revenue$6,816,270CYOtherRevenueAmt
PY Total Revenue$297,709,194PYTotalRevenueAmt
CY Total Revenue$317,310,260CYTotalRevenueAmt
PY Grants And Similar Paid$57,778,784PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$62,554,230CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$145,588,139PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$154,256,252CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,702,489CYTotalFundraisingExpenseAmt
PY Other Expenses$85,949,985PYOtherExpensesAmt
CY Other Expenses$91,248,906CYOtherExpensesAmt
PY Total Expenses$289,316,908PYTotalExpensesAmt
CY Total Expenses$308,059,388CYTotalExpensesAmt
PY Revenues Less Expenses$8,392,286PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,250,872CYRevenuesLessExpensesAmt
Total Assets BOY$547,249,532TotalAssetsBOYAmt
Total Assets EOY$574,337,651TotalAssetsEOYAmt
Total Liabilities BOY$251,644,573TotalLiabilitiesBOYAmt
Total Liabilities EOY$241,037,243TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$295,604,959NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$333,300,408NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER AND TO SERVE. IN FULFILLING THIS MISSION, THE UNIVERSITY SUPPORTS UNDERGRADUATE, GRADUATE, AND PROFESSIONAL LEARNING AS WELL AS BASIC RESEARCH AND ITS APPLICATION IN SERVICE TO OTHERS. AS A UNIVERSITY COMMITTED TO EXCELLENCE AND INNOVATION, MERCER CHALLENGES MEMBERS OF ITS COMMUNITY TO MEET AND EXCEED HIGH STANDARDS IN THEIR TEACHING, LEARNING, RESEARCH, SCHOLARSHIP AND SERVICE. FOUNDED BY BAPTISTS IN 1833, MERCER IS AN INDEPENDENT UNIVERSITY THAT REMAINS GROUNDED IN A TRADITION THAT EMBRACES FREEDOM OF THE MIND AND SPIRIT, CHERISHES THE EQUAL WORTH OF EVERY INDIVIDUAL, AND COMMITS TO SERVING THE NEEDS OF HUMANKIND. AS A REFLECTION OF THIS HERITAGE: O WE ENCOURAGE OUR STUDENTS TO DISCOVER AND DEVELOP FULLY THEIR UNIQUE COMBINATION OF GIFTS AND TALENTS TO BECOME LEADERS WHO MAKE A POSITIVE DIFFERENCE IN THE WORLD. O WE SEEK TO INSPIRE MEMBERS OF OUR COMMUNITY TO LIVE VIRTUOUS AND MEANINGFULMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$93,357,997ExpenseAmt
Revenue$201,147,603RevenueAmt
DescINSTRUCTION: THE UNIVERSITY HAS 12 COLLEGES AND SCHOOLS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OR TEACHING OF HIGHER EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$59,418,986ExpenseAmt
Grant$59,418,986GrantAmt
DescScholarship: The University has 12 colleges and schools. These expenses are related to the support provided to the students based on donor stipulation, need, and merit.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$25,197,738ExpenseAmt
DescAcademic Support: These expenses include providing library services and academic program development to the Provost and Deans of each college.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$29,197,305$3,135,244Research
$47,018,706Auxiliary Services$34,475,424
$23,454,922Student Services
$5,232,767Public Services
$440,654Other
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$105,344,354TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,135,244TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$34,475,424TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$283,319,075TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document571IRPDocumentCnt
IRP Document W2 G1IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4150EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members51GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM G SOLOMONPersonNm
Phone4783012771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1
CityMACONCity
StateGAState
ZIP Code31207ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM UNDERWOOD
PRESIDENT55.0Yes (X)Yes (X)$344,922$0$0
DAVID E HUDSON
DIRECTOR1.0Yes (X)
Richard A Doc Schneider
CHAIR OF THE BOARD1.0Yes (X)Yes (X)
Curtis G Anderson
DIRECTOR1.0Yes (X)
William H Anderson II
DIRECTOR1.0Yes (X)
G Marshall Butler Sr
DIRECTOR1.0Yes (X)
James Earl Carter Jr
DIRECTOR1.0Yes (X)
Milton L Cruz
DIRECTOR1.0Yes (X)
W Homer Drake Jr
DIRECTOR1.0Yes (X)
William A Fickling Jr
DIRECTOR1.0Yes (X)
Benjamin W Griffith III
DIRECTOR1.0Yes (X)
Robert F Hatcher Sr
DIRECTOR1.0Yes (X)
Thomas W Malone
CHAIR OF EXECUTIVE COMMITTEE1.0Yes (X)Yes (X)
J Thomas McAfee III
DIRECTOR1.0Yes (X)
William Anthony Moye
DIRECTOR1.0Yes (X)
J Reg Murphy
DIRECTOR1.0Yes (X)
M Diane Owens
DIRECTOR1.0Yes (X)
Robert L Steed
DIRECTOR1.0Yes (X)
Julie Pennington-Russell
DIRECTOR1.0Yes (X)
Barbara Baugh
DIRECTOR1.0Yes (X)
James A Bishop
DIRECTOR1.0Yes (X)
Thomas P Bishop
DIRECTOR1.0Yes (X)
Neville Callam
DIRECTOR1.0Yes (X)
William Coates Jr
DIRECTOR1.0Yes (X)
Claude M Kicklighter
DIRECTOR1.0Yes (X)
Yvette Miller
DIRECTOR1.0Yes (X)
Miller Peterson Robinson
DIRECTOR1.0Yes (X)
W Louis Sands
DIRECTOR1.0Yes (X)
William L Self
DIRECTOR1.0Yes (X)
James C Elder Jr
DIRECTOR1.0Yes (X)
Raymond M Warren III
DIRECTOR1.0Yes (X)
David E Linch
DIRECTOR1.0Yes (X)
Cathy Callaway Adams
DIRECTOR1.0Yes (X)
T Michael Crook
DIRECTOR1.0Yes (X)
Jerry S Wilson Jr
DIRECTOR1.0Yes (X)
John W Collier
DIRECTOR1.0Yes (X)
James H Cowart
DIRECTOR1.0Yes (X)
Dwight J Davis
DIRECTOR1.0Yes (X)
Linda Willis Eydt
DIRECTOR1.0Yes (X)
W Mansfield Jennings Jr
DIRECTOR1.0Yes (X)
N Dudley Horton Jr
DIRECTOR1.0Yes (X)
Jackson P Turner Jr
DIRECTOR1.0Yes (X)
Kellie R Appel
DIRECTOR1.0Yes (X)
Thomas B Black
DIRECTOR1.0Yes (X)
Nancy Grace
DIRECTOR1.0Yes (X)
Holly McCorkle Jones
DIRECTOR1.0Yes (X)
J Curtis Lewis III
DIRECTOR1.0Yes (X)
Carolyn Townsend McAfee
DIRECTOR1.0Yes (X)
Howell L Watkins II
DIRECTOR1.0Yes (X)
Dr Spencer B King III
DIRECTOR1.0Yes (X)
Zell B Miller
DIRECTOR1.0Yes (X)
Hugh P Thompson
DIRECTOR1.0Yes (X)
O Gene Gabbard
DIRECTOR1.0Yes (X)
James W Thomas Jr
DIRECTOR1.0Yes (X)
Marc Treadwell
DIRECTOR1.0Yes (X)$4,543
Heather Darden
DIRECTOR1.0Yes (X)
AV Elliott
DIRECTOR1.0Yes (X)
William J Ireland Jr
DIRECTOR1.0Yes (X)
MALCOLM S BURGESS JR
DIRECTOR1.0Yes (X)
JAMES NETHERTON
EXEC. VP OF ADMIN & FINANCE55.0Yes (X)$288,093$45,108
DAVID SCOTT DAVIS
PROVOST/PROFESSOR55.0Yes (X)$275,656$51,696
PENNY ELKINS
SR VP FOR ENROLLMENT MGMT/PROF55.0Yes (X)$239,803$43,309
RICHARD SWINDLE
SR VP FOR ATLANTA55.0Yes (X)$222,392$42,590
WILLIAM SOLOMON IV
SR VP AND GENERAL COUNSEL55.0Yes (X)$218,799$41,718
JULIA DAVIS
ASSO VP - FINANCE & TREASURER55.0Yes (X)$141,250$16,078
JOHN PATTERSON
SR VP FOR UNIV. ADVANCEMENT55.0Yes (X)$198,512$42,269
WILLIAM BINA
DEAN55.0$363,862$44,557Yes (X)
DAVID BARWICK
EXECUTIVE DIRECTOR, MERC55.0$235,940$70,642Yes (X)
LARRY BRUMLEY
SR VP FOR MKTG & COMMUNICATION55.0$211,714$40,344Yes (X)
HEWITT MATTHEWS
DEAN/SR VP FOR HEALTH SCIENCES55.0$273,654$47,763Yes (X)
Lake Lambert
Dean Coll Lib Arts1.0$149,206$37,197Yes (X)
JOHN HAWKINS
ASSOCIATE PROFESSOR55.0$1,104,860$27,958Yes (X)
JOHN HUDSON
PROFESSOR55.0$558,526$39,215Yes (X)
AHMED SHAH
ASSOCIATE PROFESSOR55.0$473,343$33,870Yes (X)
JALAL GHALI
CHIEF, DIV OF CARDIOLOGY/PROF55.0$420,101$6,944Yes (X)
JEFFREY STEPHENS
PROFESSOR/MEDICAL DIRECTOR55.0$333,029$38,825Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,058,205TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$670,083TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K229IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INC
CONNELL STUDENT CENTERLOCALGA31207FOOD SERVICES$5,702,183
SHERIDAN CO
PO BOX 4441MACONGA31208CONTRACTOR$4,835,124
PREMIER LLC
126 C WEST MADISON STREETDUBLINGA31021CONSTRUCTION$4,115,196
NATIONAL MANAGEMENT SERVICES
PO BOX 1224LAGRANGEGA30241CUSTODIAL SERVICES$3,153,037
GEORGIA POWER
96 ANNEXATLANTAGA30396UTILITIES$3,057,722
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K115CntrctRcvdGreaterThan100KCnt
Fundraising$38,617FundraisingAmt
Government Grants$46,675,877GovernmentGrantsAmt
All Other Contributions$19,478,672AllOtherContributionsAmt
Noncash Contributions$3,483,302NoncashContributionsAmt
Total Contributions$66,193,166TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$201,147,603$201,147,603
AUXILIARY SERVICES900099$34,475,424$34,475,424
FieldValueIRS element (for citing)
Total Program Service Revenue$235,623,027TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,120,244TotalRevenueColumnAmt
Unrelated Business Revenue-$42,353UnrelatedBusinessRevenueAmt
Exclusion$5,162,597ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,711TotalRevenueColumnAmt
Exclusion$2,711ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$369,771RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$313,796RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$55,975RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,975TotalRevenueColumnAmt
Exclusion$55,975ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,086,988SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,532,146SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,554,842SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,554,842TotalRevenueColumnAmt
Exclusion$3,554,842ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$104,425FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$38,617ContriRptFundraisingEventAmt
Fundraising Direct Expenses$127,491FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$23,066TotalRevenueColumnAmt
Exclusion-$23,066ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$502,806GrossSalesOfInventoryAmt
Cost Of Goods Sold$791,050CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$288,244TotalRevenueColumnAmt
Exclusion-$288,244ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$7,071,605TotalRevenueColumnAmt
Related Or Exempt Func Income$7,003,105RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$68,500UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,071,605OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$317,310,260TotalRevenueColumnAmt
Related Or Exempt Func Income$242,626,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$26,147UnrelatedBusinessRevenueAmt
Exclusion$8,464,815ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,135,244TotalAmt
Program Services$3,135,244ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$59,418,986TotalAmt
Program Services$59,418,986ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,754,327TotalAmt
Program Services$1,811,705ProgramServicesAmt
Management And General$1,696,939ManagementAndGeneralAmt
Fundraising$245,683FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$118,311,878TotalAmt
Program Services$109,221,825ProgramServicesAmt
Management And General$7,846,189ManagementAndGeneralAmt
Fundraising$1,243,864FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,190,047TotalAmt
Program Services$29,898,801ProgramServicesAmt
Management And General$1,831,254ManagementAndGeneralAmt
Fundraising$459,992FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$293,691TotalAmt
Program Services$101,695ProgramServicesAmt
Management And General$191,996ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$410,956TotalAmt
Management And General$410,956ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$237,736TotalAmt
Program Services$237,736ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,134,528TotalAmt
Program Services$11,865,349ProgramServicesAmt
Management And General$1,067,714ManagementAndGeneralAmt
Fundraising$201,465FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,118,656TotalAmt
Program Services$1,057,823ProgramServicesAmt
Management And General$60,833ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,597,869TotalAmt
Program Services$2,314,240ProgramServicesAmt
Management And General$255,913ManagementAndGeneralAmt
Fundraising$27,716FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,500,315TotalAmt
Program Services$2,024,557ProgramServicesAmt
Management And General$1,455,128ManagementAndGeneralAmt
Fundraising$20,630FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$951,944TotalAmt
Program Services$951,944ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,057,680TotalAmt
Program Services$5,608,900ProgramServicesAmt
Management And General$331,935ManagementAndGeneralAmt
Fundraising$116,845FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,004,081TotalAmt
Program Services$6,376,429ProgramServicesAmt
Management And General$1,627,652ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,220,970TotalAmt
Program Services$12,389,870ProgramServicesAmt
Management And General$2,831,100ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,834,260TotalAmt
Program Services$3,352,178ProgramServicesAmt
Management And General$482,082ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OPERATIONS & MAINTENANCE$14,879,477$14,631,606$246,887$984
TELEPHONE$3,345,133$3,023,896$260,763$60,474
GOVT/PRIVATE SUBCONTRACTS$3,144,993$3,144,993
PROGRAMS & EVENTS$3,084,346$2,347,691$580,825$155,830

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,432,271TotalAmt
Program Services$10,403,607ProgramServicesAmt
Management And General$859,658ManagementAndGeneralAmt
Fundraising$169,006FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$308,059,388TotalAmt
Program Services$283,319,075ProgramServicesAmt
Management And General$22,037,824ManagementAndGeneralAmt
Fundraising$2,702,489FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$45,948,151BOYAmt
EOY$25,894,710EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,909,345BOYAmt
EOY$5,528,591EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,691,564BOYAmt
EOY$9,478,833EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$766,746BOYAmt
EOY$800,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$480,612,826LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$230,169,763LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$245,961,913BOYAmt
EOY$250,443,063EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$86,115,573BOYAmt
EOY$106,179,742EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$133,860,504BOYAmt
EOY$157,500,723EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$15,135,831BOYAmt
EOY$14,474,208EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,859,905BOYAmt
EOY$4,037,689EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$547,249,532BOYAmt
EOY$574,337,651EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,514,182BOYAmt
EOY$13,321,119EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,856,844BOYAmt
EOY$3,308,425EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$197,059,573BOYAmt
EOY$191,012,913EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,173,167BOYAmt
EOY$2,814,821EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,040,807BOYAmt
EOY$30,579,965EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$251,644,573BOYAmt
EOY$241,037,243EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,791,957BOYAmt
EOY$109,510,468EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,813,087BOYAmt
EOY$20,921,085EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$191,999,915BOYAmt
EOY$202,868,855EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$295,604,959BOYAmt
EOY$333,300,408EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$547,249,532BOYAmt
EOY$574,337,651EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,250,872ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,925,556NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,519,021OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,061,109CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,360,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,739,531CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,808,637CurrentTaxYearMinus1YearAmt
Current Tax Year$66,193,166CurrentTaxYearAmt
Total$325,163,128TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,061,109CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,360,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,739,531CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,808,637CurrentTaxYearMinus1YearAmt
Current Tax Year$66,193,166CurrentTaxYearAmt
Total$325,163,128TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$325,163,128PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,660,573CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,772,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,804,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,096,189CurrentTaxYearMinus1YearAmt
Current Tax Year$5,120,244CurrentTaxYearAmt
Total$24,453,788TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,583,208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,185,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,547,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,666,239CurrentTaxYearMinus1YearAmt
Current Tax Year$7,071,605CurrentTaxYearAmt
Total$32,054,104TotalAmt
FieldValueIRS element (for citing)
Total Support$381,671,020TotalSupportAmt
Gross Receipts Rltd Activities$1,065,852,877GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85195PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$74,205MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$163,531DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$237,736TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1FormAndLineReferenceDesc
ExplanationLobbying Expenses Mercer University retains a consultant, Hurt, Norton, and ASSOCIATES, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFF PERSON WORKED TO SECURE STATE APPROPRIATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements2TotalEasementsCnt
Historic Structure Easements1HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement24.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$480ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,286,144BeginningYearBalanceAmt
Contributions$4,942,624ContributionsAmt
Investment Earnings Or Losses$30,767,366InvestmentEarningsOrLossesAmt
Other Expenditures-$12,922,898OtherExpendituresAmt
End Year Balance$256,919,032EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$191,665,145BeginningYearBalanceAmt
Contributions$5,496,176ContributionsAmt
Investment Earnings Or Losses$16,998,134InvestmentEarningsOrLossesAmt
Other Expenditures$5,873,311OtherExpendituresAmt
End Year Balance$208,286,144EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,964,111BeginningYearBalanceAmt
Contributions$2,766,514ContributionsAmt
Investment Earnings Or Losses-$6,964,252InvestmentEarningsOrLossesAmt
Other Expenditures$1,101,228OtherExpendituresAmt
End Year Balance$191,665,145EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$160,222,432BeginningYearBalanceAmt
Contributions$6,838,374ContributionsAmt
Investment Earnings Or Losses$34,868,885InvestmentEarningsOrLossesAmt
Other Expenditures$4,965,580OtherExpendituresAmt
End Year Balance$196,964,111EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$147,597,621BeginningYearBalanceAmt
Contributions$4,872,271ContributionsAmt
Investment Earnings Or Losses$12,388,627InvestmentEarningsOrLossesAmt
Other Expenditures$4,636,087OtherExpendituresAmt
End Year Balance$160,222,432EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20680BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.76824PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02497TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,328,379OtherCostOrOtherBasisAmt
Book Value$16,328,379BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$336,830,511OtherCostOrOtherBasisAmt
Depreciation$145,993,293DepreciationAmt
Book Value$190,837,218BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,913,595OtherCostOrOtherBasisAmt
Depreciation$13,206,291DepreciationAmt
Book Value$10,707,304BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,611,787OtherCostOrOtherBasisAmt
Depreciation$70,970,179DepreciationAmt
Book Value$28,641,608BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,928,554OtherCostOrOtherBasisAmt
Book Value$3,928,554BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$250,443,063TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PERPETUAL TRUSTS$65,525,569F
HEDGED EQUITY FUNDS$34,904,322F
REAL ASSET FUNDS$28,054,959F
PRIVATE EQUITY FUNDS$11,501,943F
REMAINDER INTEREST TRUST$8,677,299F
MISCELLANEOUS INVESTMENTS$3,214,111F
CASH AND CASH EQUIVALENTS$5,622,520F
FieldValueIRS element (for citing)
Total Book Value Securities$157,500,723TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
ADVANCES FROM FEDERAL GOVERNMENT$14,835,682
ASSET RETIREMENT OBLIGATION$5,645,836
INTEREST RATE SWAP$3,431,854
ANNUITY OBLIGATIONS$4,392,972
POST RETIREMENT BENEFITS$1,243,317
CAPITAL LEASES OBLIGATIONS$1,030,304
FieldValueIRS element (for citing)
Total Liability$30,579,965TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$286,335,851TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,925,556NetUnrealizedGainsInvstAmt
Other Revenue$7,519,021OtherRevenueAmt
Revenue Not Reported$28,444,577RevenueNotReportedAmt
Revenue Subtotal$257,891,274RevenueSubtotalAmt
Other Revenues Not Included$59,418,986OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$59,418,986RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$317,310,260TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$248,640,402TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$248,640,402ExpensesSubtotalAmt
Other Expenses Not Included$59,418,986OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$59,418,986ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$308,059,388TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 9Conservation Easements When Mercer University received the funds for the Grand Opera House, they were reported as auxiliary revenue and auxiliary expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. Funds received for the Hardeman building were recorded as private gifts/grants and operations expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. There is no footnote describing Mercer University's accounting for conservation easements in the audited financial statements for the year ended June 30, 2014.
Schedule D, Part V, Line 4Endowment Funds The corpus is held in perpetuity. The earnings (unrealized, realized , and earnings) are used to pay investment fees for the individual funds, pay the investment advisor, and fund the annual approved spending allocation. The spending allocation funds the specific expense for which the donor provided the endowment fund.
Schedule D, Part X, Line 2FIN 48 (ASC 740) Footnote The University is recognized as an organization exempt from federal income tax under Section 501(a) of the Code as an organization described in Section 501(c)(3) whereby only unrelated business income, as defined by Section 512(a)(1) of the Internal Revenue Code (the Code), is subject to federal income tax. The University's management has reviewed its tax positions and determined that it does not have material unrecognized tax positions that should be reflected in the financial statements for 2014 or 2013.
Schedule D, Part XI, Line 2dAmounts included on line 1 but not on form 990, Part VIII, Line 12 Change in Fair Value of Interest Rate Swap 652,842 Change in Beneficial Interest in Perpetual Trusts 6,500,585 Change in Value of Split-Interest Agreements 365,594 ------------ Total 7,519,021
Schedule D, Part XI, Line 4bAmounts Included on Form 990, Part VIII, Line 12 but not on line 1 Student Assistance Reclass 59,418,986
Schedule D, Part XII, Line 4bAmounts Included on Form 990, Part VIII, Line 25 but not on line 1 Student Assistance Reclass 59,418,986

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E - EXPLANATION FOR LINE 3Mercers job announcements indicate that we are an Affirmative Action/Equal Opportunity Employer. Mercers nondiscriminatory policy is publicly available on the Human Resources website. The direct link to the policy as well as a full notice of nondiscrimination statement is also posted on the job applicant website.
SCHEDULE E - EXPLANATION FOR LINE 6ATHE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, HEALTH PROFESSIONS STUDENT LOANS, FEDERAL PARENT AND GRAD (PLUS) LOANS, OTHER VARIOUS FEDERAL LOAN PROGRAMS, FEDERAL TEACH GRANT, FEDERAL WORK STUDY PROGRAM, AND VETERANS EDUCATION PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANT AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanProgram ServicesStudy Abroad
East Asia and the PacificProgram ServicesStudy Abroad
Europe (Including Iceland and Greenland)Program ServicesStudy Abroad
Russia and the Newly Independent StatesProgram ServicesStudy Abroad
South AmericaProgram ServicesStudy Abroad
Central America and the CaribbeanProgram ServicesMercer on Mission
East Asia and the PacificProgram ServicesMercer on Mission
South AmericaProgram ServicesMercer on Mission
Sub-Saharan AfricaProgram ServicesMercer on Mission
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1ATHLETIC RAFFLENameOfEvent1Amt
Gross Receipts Event1$37,725GrossReceiptsEvent1Amt
Gross Revenue Event1$37,725GrossRevenueEvent1Amt
Cash Prizes Event1$12,500CashPrizesEvent1Amt
Other Direct Expenses Event1$25,025OtherDirectExpensesEvent1Amt
Name Of Event2AUTHOR'S LUNCHNameOfEvent2Amt
Gross Receipts Event2$44,395GrossReceiptsEvent2Amt
Charitable Contri Event2$36,000CharitableContriEvent2Amt
Gross Revenue Event2$8,395GrossRevenueEvent2Amt
Other Direct Expenses Event2$44,395OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$60,921GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,616CharitableContriOtherEventsAmt
Gross Revenue Other Events$58,305GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$45,571OthDirectExpnssOtherEventsAmt
Gross Receipts Total$143,041GrossReceiptsTotalAmt
Charitable Contributions Tot$38,616CharitableContributionsTotAmt
Gross Revenue Total Events$104,425GrossRevenueTotalEventsAmt
Cash Prizes Total Events$12,500CashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$114,991OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$127,491DirectExpenseSummaryEventsAmt
Net Income Summary-$23,066NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
ADVANCED COMPLIANCE SOLUTIONS INC
5015 B U BOWMAN DRBUFORDGA30518582608642$15,764n/an/aCONSULTING SERVICES
ANDROMEDA SYSTEMS INC
2233 PARK AVE STE 203ORANGE PARKFL32073203595072$323,258n/an/aENGINEERING SERVICES
ANMED HEALTH
800 NORTH FANT STANDERSONSC29621570359174$15,922n/an/a501(C)(3)
COLORADO ENGINEERING INC
1915 JAMBOREE DR STE 165COLORADO SPRINGSCO80920743087464$55,848n/an/aENGINEERING SERVICES
DUBLIN ORTHOPEDICS & REHAB
PO BOX 368DUBLINGA31040581707928$31,800n/an/aMEDICAL CONSULTING
HONEYWELL
13478 DANIELSON ST STE 100POWAYCA92064$202,304n/an/aENGINEERING SERVICES
L & G TECHNOLOGY SERVICES
300 NW INDUSTRIAL BLVDMACONGA31216043767246$6,787n/an/aPAINTING SERVICES
PATTON CO
1803 MADRID AVELAKE WORTHFL33461$29,840n/an/aENGINEERING SERVICES
PI-TECH INC
PO BOX 6631MACONGA31208582354718$155,429N/AN/AENGINEERING SERVICES
POLYTRONIX
805 ALPHA DRRICHARDSONTX75081200440938$16,511N/AN/AENGINEERING SERVICES
PRECISION STANDARD
721 E SARATOGAFERNDALEMI48220382246419$16,500N/AN/AFABRICATION SERVICES
PRINCE PRECISION PRODUCTS LLC
6600 HAWKINSVILLE RDMACONGA31216208219117$8,372N/AN/AFABRICATION SERVICES
QTEC INC
700 BOULEVARD SOUTHHUNTSVILLEAL35802630972823$727,901N/AN/AENGINEERING SERVICES
REGENTS OF THE UNIV OF MINN
2221 UNIVERSITY AVE SEMINNEAPOLISMN55414416007513$8,690N/AN/AGOVT.
RW TECHNOLOGIES US LLC
387 CONGRESS PARKWAY UNIT A-1CRYSTAL LAKEIL60014453365226$12,217N/AN/AENGINEERING SERVICES
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVEFARMINGTONCT06030521725543$54,134N/AN/AGOVT
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159AUSTINTX78713746000203$10,778N/AN/AGOVT
WAKE FOREST UNIVERSITY
MEDICAL CENTER BLVDWINSTONSALEMNC27157560532136$76,698N/AN/A501(c)(3)
WILLBROOK SOLUTIONS INC
4811-A BRADFORD DRHUNTSVILLEAL35805205868013$850,281N/AN/AENGINEERING SERVICES
ADVANCED ENGINEERING CONCEPTS
7589 MURKERSON STREETDONALSONVILLEGA39845581948440$20,902N/AN/ACONSULTING SERVICES
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVECHICAGOIL60693520595110$21,180N/AN/A501(c)(3)
MCCG
777 HEMLOCK STREETMACONGA31201582149128$52,971N/AN/A501(c)(3)
MEMORIAL HEALTH UNIV MED CTR
4700 WATERS AVESAVANNAHGA31403311126469$5,539N/AN/A501(c)(3)
MET LABORATORIES
914 W PATAPSCO AVEBALTIMOREMD21230521782529$109,450N/AN/ATESTING SERVICES
NORTHROP GRUMMAN
2411 DULLES CORNER PARK STE 800HERNDONVA20171$57,695N/AN/AENGINEERING SERVICES
SOUTHWEST RESEARCH INSTITUTE
6220 CULEBRA R0ADSAN ANTONIOTX78238582242074$222,078N/AN/AENGINEERING SERVICES
T BEAR LARSON & ASSOCIATES
7908 HOLLINGTON PLACEFAIRFAX STATIONVA22039$6,558N/AN/AENGINEERING SERVICES
TOM BRUSSAT ENGINEERING LLC
2412 BALLANTRAE CIRCLECUMMINGGA30041$11,748N/AN/AENGINEERING SERVICES
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVENUE SOUTHBIRMINGHAMAL35294636005396$8,090N/AN/AGOVT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org20TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AID ASSISTANCEGrantTypeTxt
Recipient4308RecipientCnt
Cash Grant$59,418,986CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method Usedn/aValuationMethodUsedDesc
Non Cash Assistancen/aNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationMonitoring Use of Grants Assistance to Mercer University students in the form of scholarships are awardeD for the purpose of aiding with the cost of attending the university, i.e. for tuition, housing, and meals. Scholarships are based on academic achievement, need, and other donor requirements such as location of residence. Mercer University has criteria for the eligibility requirements needed to award a scholarship. Academic Scholarships are based on SAT scores and Grade Point Averages and are awarded by the Office of Admissions. Need based grants are made by the Office of Financial Planning and are made utilizing the federal need formula (FAFSA application). Students must be enrolled full-time to receive University scholarships/grants. Generally speaking, FAFSA data is verified for students who are selected for verification by the federal student aid program.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
JOHN HAWKINS
ASSOCIATE PROFESSOR$1,104,860$10,500$17,458$1,132,818
JOHN HUDSON
PROFESSOR$558,526$22,185$17,030$597,741
AHMED SHAH
ASSOCIATE PROFESSOR$473,343$14,553$19,317$507,213
JALAL GHALI
CHIEF, DIV OF CARDIOLOGY/PROF$420,101$6,944$427,045
WILLIAM BINA
DEAN$363,862$25,500$19,057$408,419
WILLIAM UNDERWOOD
PRESIDENT$344,922$25,500$21,518$391,940$0$0$0
JEFFREY STEPHENS
PROFESSOR/MEDICAL DIRECTOR$333,029$17,877$20,948$371,854
JAMES NETHERTON
EXEC. VP OF ADMIN & FINANCE$288,093$25,500$19,608$333,201
DAVID SCOTT DAVIS
PROVOST/PROFESSOR$275,656$25,500$26,196$327,352
DAVID BARWICK
EXECUTIVE DIRECTOR, MERC$235,940$24,500$46,142$306,582
PENNY ELKINS
SR VP FOR ENROLLMENT MGMT/PROF$239,803$24,500$18,809$283,112
RICHARD SWINDLE
SR VP FOR ATLANTA$222,392$23,000$19,590$264,982
WILLIAM SOLOMON IV
SR VP AND GENERAL COUNSEL$218,799$22,500$19,218$260,517
LARRY BRUMLEY
SR VP FOR MKTG & COMMUNICATION$211,714$21,772$18,572$252,058
HEWITT MATTHEWS
DEAN/SR VP FOR HEALTH SCIENCES$273,654$25,500$22,263$321,417
JULIA DAVIS
ASSO VP - FINANCE & TREASURER$141,250$14,125$1,953$157,328
JOHN PATTERSON
SR VP FOR UNIV. ADVANCEMENT$198,512$20,751$21,518$240,781
Lake Lambert
Dean Coll Lib Arts$149,206$15,750$21,447$186,403

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE, PERSONAL SERVICES, AND CLUB DUES WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. NOT TREATED AS TAXABLE INCOME.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LYV42012-02-16$81,211,311REFUNDING SERIES 1999A & 2003falsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LZJ02012-05-15$34,448,050PURCHASE MERCER HOUSING CORPORATIOfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C5814077802013-05-30$70,350,273REFUNDING SERIES 2006A, 2006C & 20falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$81,211,311$0$0$0$0$0$0$0$81,211,311$02005Yes (true)falseYes (true)Yes (true)
B$0$0$34,448,050$0$0$0$454,670$0$0$27,286,983$6,706,397$02012Yes (true)falseYes (true)Yes (true)
C$0$0$70,350,273$0$0$0$290,049$0$0$12,000,000$58,060,224$02013Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
1271 COUNTERPARTY CO
CfalseYes (true)Yes (true)Yes (true)false0falseYes (true)3.5falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DEVELOPMENT AUTHORITY OF BIBB COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN581445945BondIssuerEIN
Bond Issued2009-01-20BondIssuedDt
Issue Price$4,250,000IssuePriceAmt
PurposeFINANCE ENTERPRISE RESOURCE PLANNIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$1,700,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$4,250,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$45,350IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$4,204,650CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2011SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Exception To RebateYes (true)ExceptionToRebateInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$4,518NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$9,662NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$32,389NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution42ContributionCnt
Noncash Contributions Rpt F990$1,190,810NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$741,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution32ContributionCnt
Noncash Contributions Rpt F990$5,719NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)RADIO STATION1$820,000FMV
Yes (X)INSTRUMENTS2$620,712FMV
Yes (X)MISCELLANEOUS43$45,360FMV
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 1aVoting Board Members The affairs of the Corporation are managed and controlled by a Board of Trustees, consisting of forty-five (45) regular members who serve for terms of five (5) years each. During the July 1, 2013 - June 30,2014, there are five (5) Life Trustees serving on the Board of Trustees. The President of the University also serves as an ex officio member of the Board of Trustees. Each of these members of the Board of Trustees has the power to vote. During the intervals between meetings of the Board of Trustees, the Executive Committee possesses and may exercise all the powers of the Board in the management and direction of the business and affairs of the Corporation in all cases in which specific direction has not been given by the Board. The Bylaws of the Corporation provide that the Executive Committee shall consist of the Chairman of the Board and the President ex officio and not less than seven (7) additional members chosen from the membership of the Board. All of the members of the Executive Committee are voting members of the Board of Trustees.
Form 990, Part VI, Section A, Line 1bIndependent Board Members The President of the University, who serves as an ex officio voting member of the board of trustees, is compensated as an officer of the corporation, and is thus the only member of the corporation's governing body who is not considered to be "independent."
Form 990, Part VI, Section A, Line 2Family and Business Relationship Members of the Board of Trustees Carolyn T. McAfee and J. Thomas McAfee III have a family relationship (mother and son). Mercer University owns stock in MidCountry Financial Corp. Mercer University President William D. Underwood serves on the MidCountry Financial Corp. Board of Directors, and MidCountry Financial Corp President and Chief Executive Officer Robert F. Hatcher serves as a member of the Board of Trustees. MEMBER OF THE BOARD OF TRUSTEES RICHARD A. SCHNEIDER IS A PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP; TRUSTEE DWIGHT J. DAVIS IS A RETIRED PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP; AND LIFE TRUSTEE ROBERT L. STEED IS A RETIRED PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP. KING & SPALDING, LLP REPRESENTS MERCER UNIVERSITY IN VARIOUS LEGAL MATTERS FROM TIME TO TIME .
Form 990, Part VI, Section B, Line 11BREVIEW OF FORM 990 Prior to filing, the Form 990 was reviewed in detail by the Executive Committee of the Board of Trustees, and a copy of the finalized Form 990 was then distributed to all members of the Board of Trustees prior to filing.
form 990, part vi, section b, line 12cMonitor and Enforce Compliance with Written Conflict of Interest Policy At each annual meeting of the Board of Trustees, each Trustee, officer, and key employee of the University is required (a) to review the institution's Conflict of Interest Policy for Trustees, Officers, and Key Employees; (b) to disclose any possible personal, familial or business relationships that reasonably could give rise to a conflict of interest involving the University; and (c) to acknowledge by his or her signature that he or she is in accordance with the letter and spirit of the Conflict of Interest Policy. All Trustees, officers and key employees are required to list on a Disclosure Form for Trustees, Officers, and Key Employees those substantive relationships that they maintain (or members of their families maintain) with organizations that do business with the University, or that otherwise could be construed to potentially affect their independent, unbiased judgment in light of their decision-making authority or responsibility. In the event a Trustee, officer or key employee is uncertain as to the appropriateness of listing a particular relationship, the Chair of the Board of Trustees and/or the President is consulted. They, in turn, may elect to consult with legal counsel, the Executive Committee, or the Board of Trustees in executive session. These disclosure forms are collected by the Secretary of the Corporation, and copies are provided annually to the University's independent auditors. Trustees, officers, and key employees who have declared or been found to have a conflict of interest are required to refrain from participating in consideration of proposed transactions, unless for special reasons the Board or administration requests information or interpretation. Persons with conflicts are not allowed to vote or be present at the time of the vote on such transactions. Whenever the Board of Trustees holds a meeting at which (a) a Trustee's, officer's, or key employee's financial interest in a matter is disclosed, (b) a determination regarding the existence of a conflict of interest is made, or (c) a transaction or arrangement with respect to which a Trustee, officer, or key employee has a conflict of interest is considered, the Board's consideration of these issues is documented in the minutes of the meeting. In the interim between annual meetings, each Trustee, officer, and key employee has an ongoing obligation to notify the Board of Trustees promptly of any actual, apparent or potential conflict of interest as it arises.
Form 990, Part VI, Section B, Line 15a & 15BDETERMINING COMPENSATION The Executive Committee of the Board of Trustees has established a Compensation Committee, comprised of the Chair of the Board of Trustees, the Chair of the Executive Committee, and the Chair of the Finance, Investment and Property Committee, each of whom is an independent voting member of the University's governing body. On an annual basis, the Compensation Committee establishes the compensation arrangements for the President of the University, and also reviews the compensation arrangements for each University officer and other key employee who is in a position to exercise substantial influence over the affairs of the University to ensure that such compensation arrangements are reasonable. In carrying out this process, the Compensation Committee obtains and relies upon appropriate comparability data and concurrently documents the basis for its deliberations and decisions. No person having a conflict of interest with respect to the compensation arrangement for any University officer or key employee is present during the discussion and approval of such compensation arrangements.
FORM 990, PART VI, SECTION C, LINE 19Making Governing Documents, Conflict of Interest Policy, and Financial Statements Available to the Public. The University makes its governing documents (i.e., Articles of Incorporation and Bylaws) and its conflict of interest policy available to the general public by posting them on the institution's Web site (http://www.mercer.edu). On an annual basis, the University makes its audited financial statements available to the general public by continuing disclosure through the Electronic Municipal Market Access (EMMA) system of the Municipal Securities Rulemaking Board (MSRB) (http://emma.msrb.org).
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS CHANGE IN FV OF SPLIT INTEREST (652,842) CHANGE IN FV OF INTEREST RATE SWAP (6,500,585) CHANGE IN VALUE OF BENEFICIAL TRUSTS (365,594) ------------ TOTAL (7,519,021)
Form 990, Part VI, Section A, Line 4CHANGES TO ORGANIZING DOCUMENTS The Board of Trustees adopted comprehensive revisions to the Articles of Incorporation and Bylaws at its annual meeting on November 22, 2013. These changes were intended primarily to document compliance with accreditation standards in preparation for the University's upcoming recertification of accreditation by the Southern Association of Colleges and Schools (SACS) in 2015, and were not designed to change in any substantial way how the institution currently operates. The proposed amendments also contained a number of minor editorial revisions that were designed to modernize the governing documents and to reflect the way in which current governance practices have evolved over the years. The following significant changes were made to the ARTICLES OF INCORPORATION: 1. In Article III (b), the previous mission statement of the University was deleted: "Mercer University is a faith-based institution of higher learning that seeks to achieve excellence and scholarly discipline in the fields of liberal learning and professional knowledge. The institution is guided by the historic principles of religious and intellectual freedom, while affirming religious and moral values that arise from the Judeo-Christian understanding of the world." and the University's new mission statement (adopted November 22, 2013) was inserted in lieu thereof: "Mercer University's mission is to teach, to learn, to create, to discover, to inspire, to empower, and to serve. In fulfilling this mission, the University supports undergraduate, graduate, and professional learning as well as basic research and its application in service to others. As a University committed to excellence and innovation, Mercer challenges members of its community to meet and exceed high standards in their teaching, learning, research, scholarship and service. Founded by Baptists in 1833, Mercer is an independent university that remains grounded in a tradition that embraces freedom of the mind and spirit, cherishes the equal worth of every individual, and commits to serving the needs of humankind. As a reflection of this heritage, the University: - encourages its students to discover and develop fully their unique combination of gifts and talents to become leaders who make a positive difference in the world; - seeks to inspire the members of its community to live virtuous and meaningful lives by using their gifts and talents to serve the needs of humankind as an expression of their love for God and neighbor; - seeks to enrich the mind and spirit by promoting and facilitating an open and rigorous search for truth and understanding, including an examination of the moral, religious and ethical questions of this and every age; and - affirms and respects the dignity and sacred worth of every person and celebrates both our commonalities and our differences." 2. In Article IV (b), the previous provision establishing the number and composition of the governing board's voting members was deleted: "The number of Trustees shall not exceed forty-five (45), exclusive of the President, who shall be ex officio a member of the Board of Trustees." and a new provision was inserted in lieu thereof: "The number of Trustees shall be no fewer than twenty-five (25) and no more than forty-five (45), exclusive of the President, who shall be a ex officio member of the Board of Trustees, and Life Trustees." 3. In Article IV (b), the previous provision establishing the qualifications of the governing board's voting members was deleted: "No more than two-thirds of the Board of Trustees shall be actively engaged in the pursuit of the professions of medicine, law, education and theology at any time, and no more than one-fourth of the Board of Trustees shall be actively engaged in any one of the four aforementioned professions at any time." and a new provision was inserted in lieu thereof: "The Board of Trustees shall be cognizant at all times of the strength provided by ensuring a governing board whose membership reflects diverse backgrounds and perspectives." The following significant change was made to the BYLAWS: 1. The established process for determining the reasonableness of the compensation of University officers and key employees was incorporated into the Bylaws through the addition of a new standing committee of the Board of Trustees: ARTICLE XIII Executive Compensation Committee "Section 1. The Committee shall consist of the Chair of the Board, the Chair of the Executive Committee, and the Chair of the Finance, Investment and Property Committee. Section 2. The Committee shall, on an annual basis, review and make recommendations to the Executive Committee concerning the compensation arrangements for the President and for each University officer and other key employee who is in a position to exercise substantial influence over the affairs of the University. In carrying out this review, the Committee shall obtain and rely upon appropriate comparability data in making its recommendations to the Executive Committee, and shall adequately document the basis for its recommendations concurrently with making those recommendations to the Executive Committee. No person having a conflict of interest with respect to the compensation arrangement for any University officer or key employee shall be present during the discussion and approval of such compensation arrangement. Section 3. The Committee shall, on an annual basis, meet with the President to advise and consult with him concerning the current and future performance of his duties and responsibilities."

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Mercer Medicine LLC
1400 Coleman AvenueMaconGA31207204846017Practice PlanGA$0na
Abram properties LLC
1400 Coleman AvenueMaconGA31207580566167Property InvGA$0na
Aliel Park Investments LLC
1400 Coleman AvenueMaconGA31207580566167property InvGA$0na
Preschool Properties LLC
1400 Coleman AvenueMaconGA31207580566167Property InvGA$0na
DLESLIE LLC
1400 Coleman AvenueMACONGA31207580566167REAL ESTATEGA$0NA
Pio Nono Stabilization LLC
1400 Coleman AvenueMACONGA31207580566167REAL ESTATEGA$0NA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Center for Health and Learning IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 MERCER UNIVERSITY DRIVEAddressLine1
CityATLANTACity
StateGAState
ZIP Code30341ZIPCode
FieldValueIRS element (for citing)
EIN262442849EIN
Primary ActivitieshealthcarePrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status11PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1naBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodePrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxt
CHARITABLE REMAINDER UNITRUSTS (17)
1400 COLEMAN AVENUEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
CHARITABLE REMAINDER ANNUITY TRUSTS (9)
1400 COLEMAN AVENUEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
CHARITABLE REMAINDER TRUSTS (3)
1400 COLEMAN AVENUEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd