SAMFORD UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAMFORD UNIVERSITY (EIN 63-0312914)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201441329349301539
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T12:14:39-00:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K Street NW Suite 800W | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630312914 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAMF | NameControl |
| Phone | 2057262407 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352292293 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Harry B Brock III | Name |
| Title | VP for Business and Financial Affai | Title |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Travis L Patton | Name |
| Phone | 2024141000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T Andrew Westmoreland | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 343788271 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | Samford.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibility, and service to others. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2760 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 136688 | TotalGrossUBI |
| Contributions Grants Prior Year | 17796247 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30686655 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 140377480 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 146579367 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8152746 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17343935 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 594946 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13641104 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 166921419 | TotalRevenuePriorYear |
| Total Revenue Current Year | 208251061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32616692 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35843035 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 77813998 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 84728228 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4659295 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 83225610 | OtherExpensePriorYear |
| Other Expenses Current Year | 53936299 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 193656300 | TotalExpensesPriorYear |
| Total Expenses Current Year | 174507562 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -26734881 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 33743499 | RevenuesLessExpensesCY |
| Total Assets BOY | 505719270 | TotalAssetsBOY |
| Total Assets EOY | 562922741 | TotalAssetsEOY |
| Total Liabilities BOY | 221756257 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 239641187 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 283963013 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 323281554 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibilty, and service to others. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 71436075 | Expense |
| Revenue | 119958430 | Revenue |
| Description | Samford University, with its 121 Student to Faculty ratio in the 2012-2013 academic year, offered 25 degree programs in nearly 100 majors to students in eight academic schools. Students were enrolled from more than 40 states and 25 foreign countries. The tuition and fees derived from these students paid the salaries, wages and benefits of the Universitys faculty and staff. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 35843035 | Expense |
| Grants | 35843035 | Grants |
| Description | Samford University awarded nearly 36 million in aid to over 4,300 students during the 2012-2013 aid year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9575967 | Expense |
| Revenue | 9459465 | Revenue |
| Description | Samford University maintains a beautiful campus of academic and administrative buildings and student housing. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 30002019 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 30791368 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 146857096 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 698 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2760 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | T Andrew Westmoreland | NamePerson |
| Telephone Number | 2057262727 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352292293 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Linda B Bachus | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| David R Belcher | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| John E Bell Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Judge Karon O Bowdre | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Lev H Bragg MD | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| The Honorable Albert P Brewer | |||||||||
| Trustee | 001.00 | X | 22222 | 0 | 0 | ||||
| Harry B Brock Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Victor M Brown | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Charles T Carter | |||||||||
| Trustee | 001.00 | X | 31500 | 0 | 9721 | ||||
| Barney E Champion III | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Boyd E Christenberry | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ronald A DeVane | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| S Earl Dove | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Michael P Dunn | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Gary Fenton | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Joseph C Godfrey | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| H Hobart Grooms Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Gerald C Hallmark | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Pete M Hanna | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Elmer B Harris | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| C Thomas Houser | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| J Theodore Jackson Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| James Robert Jackson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Don Kilgore | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev John E King Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Thomas T Lamberth | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Charles W Lancaster | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Jerry Newby | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Victor E Nichol Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Gary Ray Pearman | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| John C Pittman | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mazen M Sahawneh OD | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mary Shaw | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Albert L Shumaker | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Zeke W Smith | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Roderic G Steakley | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| William J Stevens | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| James C Stivender | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Beth Thorne Stukes | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Timothy Vines | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ronald L Watkins | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| W Clark Watson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rhonda C Witcher | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Jay L Wolf | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Theron Andrew Westmoreland | |||||||||
| President | 040.00 | 312623 | 0 | 128141 | X | ||||
| John Bradley Creed | |||||||||
| Provost and Executive Vice President | 040.00 | 248067 | 0 | 66641 | X | ||||
| Sarah C Latham | |||||||||
| Vice President for Operations and Planning | 040.00 | 130069 | 0 | 40895 | X | ||||
| William R Pittman | |||||||||
| Vice President for University Advancement | 040.00 | 226370 | 0 | 51632 | X | ||||
| Roger Philip Kimrey | |||||||||
| Vice President for Student Affairs and Enrollment Management | 040.00 | 192924 | 0 | 127227 | X | ||||
| Harry B Brock III | |||||||||
| Vice President for Business and Financial Affairs | 040.00 | 220673 | 0 | 66482 | X | ||||
| John Carroll | |||||||||
| Dean, Cumberland School of Law | 040.00 | 238925 | 0 | 64589 | X | ||||
| Charles Sands | |||||||||
| Dean, McWhorter School of Pharmacy | 040.00 | 196075 | 0 | 69545 | X | ||||
| Patrick Sullivan | |||||||||
| Head Football Coach | 040.00 | 287067 | 0 | 71404 | X | ||||
| James Tillette | |||||||||
| Head Mens Basketball Coach | 040.00 | 242033 | 0 | 4962 | X | ||||
| Charles Martin Newton | |||||||||
| Athletic Director | 040.00 | 208162 | 0 | 48347 | X | ||||
| Thomas Brad Bishop | |||||||||
| Professor, Cumberland School of Law | 040.00 | 198623 | 0 | 121280 | X | ||||
| James Howard Finch | |||||||||
| Dean, Brock Scool of Business | 040.00 | 203069 | 0 | 49482 | X | ||||
| Michael D Morgan | |||||||||
| Asst. to the Pres./Former VP Univ. Advancement | 040.00 | 125657 | 0 | 46819 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3084059 | TotalReportableCompFromOrg |
| Total Other Compensation | 967167 | TotalOtherCompensation |
| Number Individuals GT100 K | 110 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Brasfield & Gorrie LLC | |||||
| 3021 7th Avenue South | Birmingham | AL | 35233 | Construction Contractor | 11244324 |
| Campus Dining | |||||
| SU Box 3792 | Birmingham | AL | 35229 | Dining Service | 4437824 |
| Rite Way Service Inc | |||||
| PO Box 11407 | Birmingham | AL | 352461226 | Cleaning Contractors | 2165026 |
| CSI Leasing Incorporated | |||||
| 9990 Old Olive Street Rd | St Louis | MO | 63141 | Leasing Services | 1250710 |
| Bradford Building Company Inc | |||||
| 2151 Old Rocky Ridge Rd | Birmingham | AL | 35216 | Constuction Contractor | 1118925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 60 | NumberOfContractorsGT100K |
| All Other Contributions | 30686655 | AllOtherContributions |
| Noncash Contributions | 5996573 | NoncashContributions |
| Total Contributions | 30686655 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition Fees | 900099 | 119958430 | 119958430 |
| Dormitory Utilities Fees | 721310 | 9459465 | 9459465 |
| Food Services Vending | 722210 | 7520599 | 7520599 |
| Bookstore Sales | 451211 | 2453624 | 2453624 |
| Educational Workshops/Programs | 611710 | 2108622 | 2108622 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5078627 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5067419 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11208 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 146579367 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3098727 | TotalRevenueColumn |
| Unrelated Business Revenue | 125480 | UnrelatedBusinessRevenue |
| Exclusion | $2,973,247 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 149782418 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135537210 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14245208 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14245208 | TotalRevenueColumn |
| Exclusion | $14,245,208 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Pension Liability Adjustment | 900099 | 13639833 | 13639833 |
| Miscellaneous Revenue | 900099 | 1271 | 1271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13641104 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208251061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 160209263 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 136688 | UnrelatedBusinessRevenue |
| Exclusion | $17,218,455 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35117776 | Total |
| Program Services | 35117776 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725259 | Total |
| Program Services | 725259 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1695570 | Total |
| Program Services | 921913 | ProgramServices |
| Management And General | 543339 | ManagementAndGeneral |
| Fundraising | 230318 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61519105 | Total |
| Program Services | 52375652 | ProgramServices |
| Management And General | 6924408 | ManagementAndGeneral |
| Fundraising | 2219045 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11489159 | Total |
| Program Services | 9686741 | ProgramServices |
| Management And General | 1357250 | ManagementAndGeneral |
| Fundraising | 445168 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5841258 | Total |
| Program Services | 4924882 | ProgramServices |
| Management And General | 690046 | ManagementAndGeneral |
| Fundraising | 226330 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4183136 | Total |
| Program Services | 3526886 | ProgramServices |
| Management And General | 494167 | ManagementAndGeneral |
| Fundraising | 162083 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367432 | Total |
| Program Services | 5713 | ProgramServices |
| Management And General | 361392 | ManagementAndGeneral |
| Fundraising | 327 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237800 | Total |
| Management And General | 237800 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5393042 | Total |
| Program Services | 3949853 | ProgramServices |
| Management And General | 1086512 | ManagementAndGeneral |
| Fundraising | 356677 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1095104 | Total |
| Program Services | 699195 | ProgramServices |
| Management And General | 82114 | ManagementAndGeneral |
| Fundraising | 313795 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5198451 | Total |
| Program Services | 3428907 | ProgramServices |
| Management And General | 1406244 | ManagementAndGeneral |
| Fundraising | 363300 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3507121 | Total |
| Program Services | 941829 | ProgramServices |
| Management And General | 2549466 | ManagementAndGeneral |
| Fundraising | 15826 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9575967 | Total |
| Program Services | 9575967 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5283501 | Total |
| Program Services | 4692088 | ProgramServices |
| Management And General | 285201 | ManagementAndGeneral |
| Fundraising | 306212 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2880778 | Total |
| Program Services | 2880778 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11995318 | Total |
| Program Services | 11995318 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180283 | Total |
| Management And General | 1180283 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Service and service auxiliary | 5976965 | 340468 | 5636135 | 362 |
| Dues, subscriptions, and memberships | 957924 | 781258 | 156814 | 19852 |
| Miscellaneous expense | 286613 | 286613 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174507562 | Total |
| Program Services | 146857096 | ProgramServices |
| Management And General | 22991171 | ManagementAndGeneral |
| Fundraising | 4659295 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18921494 | BOY |
| EOY | 48098276 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19636870 | BOY |
| EOY | 31105750 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2083454 | BOY |
| EOY | 5524320 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568528 | BOY |
| EOY | 540241 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827582 | BOY |
| EOY | 1612180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 413501679 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 194328854 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208308691 | BOY |
| EOY | 219172825 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189861396 | BOY |
| EOY | 185898654 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56156983 | BOY |
| EOY | 60797200 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9354272 | BOY |
| EOY | 10173295 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505719270 | BOY |
| EOY | 562922741 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70786860 | BOY |
| EOY | 64946461 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5064419 | BOY |
| EOY | 5224949 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124730588 | BOY |
| EOY | 148817015 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21174390 | BOY |
| EOY | 20652762 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221756257 | BOY |
| EOY | 239641187 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92768608 | BOY |
| EOY | 110421701 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57455531 | BOY |
| EOY | 79830929 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133738874 | BOY |
| EOY | 133028924 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283963013 | BOY |
| EOY | 323281554 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505719270 | BOY |
| EOY | 562922741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 33743499 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5575042 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 675346 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 289110511 | BeginningOfYearBalance |
| Contributions | 4674961 | Contributions |
| Investment Earnings Or Losses | 22844019 | InvestmentEarningsOrLosses |
| Other Expenditures | 21757131 | OtherExpenditures |
| End Of Year Balance | 294872360 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 296430729 | BeginningOfYearBalance |
| Contributions | 5198732 | Contributions |
| Investment Earnings Or Losses | 98149 | InvestmentEarningsOrLosses |
| Other Expenditures | 12617099 | OtherExpenditures |
| End Of Year Balance | 289110511 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 255706463 | BeginningOfYearBalance |
| Contributions | 3070123 | Contributions |
| Investment Earnings Or Losses | 32590058 | InvestmentEarningsOrLosses |
| Other Expenditures | -5064085 | OtherExpenditures |
| End Of Year Balance | 296430729 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 249542197 | BeginningOfYearBalance |
| Contributions | 2333252 | Contributions |
| Investment Earnings Or Losses | 16978117 | InvestmentEarningsOrLosses |
| Other Expenditures | 13147103 | OtherExpenditures |
| End Of Year Balance | 255706463 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 343515293 | BeginningOfYearBalance |
| Contributions | 7820075 | Contributions |
| Investment Earnings Or Losses | -81158714 | InvestmentEarningsOrLosses |
| Other Expenditures | 20634457 | OtherExpenditures |
| End Of Year Balance | 249542197 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22633631 | OtherCostOrOtherBasis |
| Book Value | 22633631 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 256362525 | OtherCostOrOtherBasis |
| Depreciation | 120899843 | Depreciation |
| Book Value | 135462682 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29201843 | OtherCostOrOtherBasis |
| Depreciation | 19476061 | Depreciation |
| Book Value | 9725782 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105303680 | OtherCostOrOtherBasis |
| Depreciation | 53952950 | Depreciation |
| Book Value | 51350730 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 219172825 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Limited Partnership Interest | 56634451 | F |
| Life insurance contracts | 81790 | F |
| Real Estate | 4044677 | F |
| Other | 36282 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 60797200 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Other liabilities | $4,254,532 |
| Deposits held on behalf of others | $7,331,877 |
| Annuities payable | $9,066,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20652762 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 213826103 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5575042 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 5575042 | RevenueNotRptdF990 |
| Revenue Subtotal | 208251061 | RevenueSubtotal |
| Total Revenue Per Form990 | 208251061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 174507562 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 174507562 | ExpensesSubtotal |
| Total Expenses Per Form990 | 174507562 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| III | 4 | The Universitys collections of art are used to enhance the beauty of its Colonial-style buildings, as well as, to maintain these works for the enjoyment of future generations. |
| V | 4 | The University will use the endowment funds according to donor restrictions for scholarships, fellowships, research, etc., as well as, for purposes designated by the Board for quasi and unrestricted endowments. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Return Reference | 6a | ReturnReference |
| Explanation | The University receives federal financial aid for its students and grant revenue for research. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe | 1 | 1 | Program Services | Educational Classes | 1845570 |
| Central America and the Caribbean | Program Services | Educational Classes | 77911 | ||
| South America | Program Services | Educational Classes | 69648 | ||
| East Asia and the Pacific | Program Services | Educational Classes | 20295 | ||
| Middle East and North Africa | Program Services | Educational Classes | 54084 | ||
| Europe | Investment | 21215924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23283432 | SubtotalAmountSpent |
| Total Amount Spent | 23283432 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Europe | Program Cost/Lodging | 83540 | Check/wire |
| Europe | Program Cost | 15000 | Check/wire |
| Europe | Program Cost/Lodging | 100550 | Check/wire |
| Central America and the Caribbean | Program Cost/Lodging | 44710 | Check/wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 4 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Scholarships | Europe | 72 | 693492 | Student accounts |
| Scholarships | Central America and the Caribbean | 1 | 3713 | Student accounts |
| Scholarships | South America | 3 | 3735 | Student accounts |
| Scholarships | East Asia and the Pacific | 3 | 17644 | Student accounts |
| Scholarships | Middle East and North Africa | 2 | 6675 | Student accounts |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 4 | ReturnReference |
| Explanation | Funds are credited to the students account for tuition and fees, room and board, and books, and other supplies. Financial Aid works closely with the Bursars Office to ensure amounts are appropriate. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships, books, and other supplies | TypeOfGrant |
| Number Of Recipients | 4368 | NumberOfRecipients |
| Amount Of Cash Grant | 35117776 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Funds are credited to the students account for tuition and fees, room and board, books and other supplies. Financial Aid works closely with the Bursars office to ensure amounts are appropriate. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|
| Theron Andrew Westmoreland | ||||||
| President | 302847 | 9776 | 58690 | 69451 | 440764 | |
| John Bradley Creed | ||||||
| Provost and Executive Vice President | 245229 | 2838 | 46461 | 20180 | 314708 | |
| Sarah C Latham | ||||||
| Vice President for Operations and Planning | 129766 | 303 | 35512 | 5383 | 170964 | |
| William R Pittman | ||||||
| Vice President for University Advancement | 222328 | 4042 | 37066 | 14566 | 278002 | |
| Roger Philip Kimrey | ||||||
| Vice President for Student Affairs and Enrollment Management | 190575 | 2349 | 111098 | 16129 | 320151 | |
| Harry B Brock III | ||||||
| Vice President for Business and Financial Affairs | 218114 | 2559 | 48154 | 18328 | 287155 | |
| John Carroll | ||||||
| Dean, Cumberland School of Law | 233901 | 5024 | 46278 | 18311 | 303514 | |
| Charles Sands | ||||||
| Dean, McWhorter School of Pharmacy | 189697 | 6378 | 56537 | 13008 | 265620 | |
| Patrick Sullivan | ||||||
| Head Football Coach | 241259 | 6020 | 57875 | 13529 | 358471 | 39788 |
| James Tillette | ||||||
| Head Mens Basketball Coach | 46453 | 195580 | 4962 | 246995 | ||
| Charles Martin Newton | ||||||
| Athletic Director | 175279 | 2383 | 34800 | 13547 | 256509 | 30500 |
| Thomas Brad Bishop | ||||||
| Professor, Cumberland School of Law | 192567 | 6056 | 112435 | 8845 | 319903 | |
| James Howard Finch | ||||||
| Dean, Brock Scool of Business | 192860 | 10209 | 33987 | 15495 | 252551 | |
| Michael D Morgan | ||||||
| Asst. to the Pres./Former VP Univ. Advancement | 124939 | 718 | 30873 | 15946 | 172476 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1a | The First Lady of the University often travels with the President for University business. She serves as exectuive director of the Samfords Legacy League, an Auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. |
| I | 1a | The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in their home. |
| I | 1a | The University provides social club dues and fees to three of its officers and key employees. The clubs are used to host University events with personal use considered de minimus. |
| I | 1a | Housekeeping services at the Presidents home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the Presidents home and the fact that all areas, including personal quarters, are open and available for viewing during these events. |
| I | 8 | Two individuals received performance-based bonuses during the year. Amounts paid were set in the agreement signed by both parties within their initial contract or a renewal. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| The Educational Building Authority of the City of Homewood | ||||||||
| A | 521442481 | 437887EU2 | 2007-02-26 | 25241000 | Construction and renovation of capital projects | false | false | false |
| The Educational Building Authority of the City of Homewood | ||||||||
| B | 521442481 | 437887EX6 | 2008-09-11 | 50000000 | Redemption of Series 1999 bonds partial redemption of Series 2007-B | false | false | false |
| The Educational Building Authority of the City of Homewood | ||||||||
| C | 521442481 | 2009-09-24 | 25000000 | Partial redemption of Series 2007-B Refund of 2008-B bonds | false | false | false | |
| The Educational Building Authority of the City of Homewood | ||||||||
| D | 521442481 | 2010-12-28 | 25000000 | Capital projects and current refunding | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 25241000 | 264750 | 352000 | 24624250 | 2007 | false | false | true | true | |
| B | 50000000 | 357582 | 2008 | true | false | true | true | 49642418 | ||
| C | 25000000 | 2007 | true | false | true | true | 25000000 | |||
| D | 25000000 | 12500 | 10787500 | 2010 | true | true | true | 14200000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | true | ||
| B | false | false | false | false | false | false | true | 0.00010 | 0.00010 |
| C | false | false | false | false | false | false | true | ||
| D | false | false | false | false | false | false | true | 0.00010 | 0.00010 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | true | false | false | false | false | true |
| B | false | false | false | true | true | false | false | false | true |
| C | false | false | false | true | true | false | false | false | true |
| D | false | false | false | true | true | false | false | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IV | Identifier |
| Return Reference | 2c | ReturnReference |
| Explanation | Samford University reimburses its operating funds from bond proceeds after costs are incurred therefore no investment revenue is generated. For this reason a rebate computation is not required and therefore no date is provided. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Educational Building Authority of the City of Homewood | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521442481 | IssuerEIN |
| Date Issued | 2012-07-16 | DateIssued |
| Issue Price | 25000000 | IssuePrice |
| Description Of Purpose | Construction of capital projects | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 21000000 | TotalProceeds |
| Capital Expenditures | 21000000 | CapitalExpenditures |
| Year Of Subst Completion | 2013 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | true | NoRebateDue |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| IV | 2c | Samford University reimburses its operating funds from bond proceeds after costs are incurred therefore no investment revenue is generated. For this reason a rebate computation is not required and therefore no date is provided. |
| II | 3 | As of June 30, 2013 only 21,000,000 of the total 25,000,000 of the total issue was drawn down. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | VARIOUS | NameOfInterestedPerson |
| Amount Of Grant | 39795 | AmountOfGrant |
| Purpose Of Assistance | Merit-based scholarships | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Alabama Power | |||
| Utility Provider | 2227753 | See Part V | false |
| Blue Cross Blue Shield of Alabama | |||
| Health Services Provider | 7520243 | See Part V | false |
| Wallace Jordan Ratliff & Brandt LLC | |||
| Legal Services | 103522 | See Part V | false |
| Brasfield & Gorrie | |||
| Construction contractor | 9614152 | See Part V | false |
Form990 Schedule L Part V Form990ScheduleLPartV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| IV | 1 | Zeke Smith Board Member is the Executive Vice President of Alabama Power Company |
| IV | 2 | Timothy Vines Board Member is the Chief Adminstrative Officer at Blue Cross Blue Shield of Alabama. |
| IV | 3 | Karon Bowdres Board Member husband is a partner with Wallace, Jordan, Ratliff, Brandt, LLC |
| IV | 4 | John Stivender, son of James C. Stivender Board Member serves as Vice President of Brasfield Gorrie. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 451 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale Value | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 145087 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2006 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale value | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1316133 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average price on day of gift | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4405000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 323 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2102 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale value | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1570 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | See Part II | Description |
| Number Of Contributions | 80 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123901 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Resale value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 25-40 | 58,000 vendor payment - construction 1 contributor 10,400 vendor payment - computer equipment 1 contributor 8,510 vendor payment - alumni event 15 contributors 4,895 vendor payment - scientific equipment 1 contributor 4,656 vendor payment - sporting events 11 contributors 1,013 vendor payment - gift certificates 11contributors 16,608 vendor payment - travel accomodatiions 6 contributors 2 vendor payment - office equipment 2 contributors 5,885 vendor payment - law receptions 11 contributors 520 vendor payment - medical services 2 contributors 3,565 vendor payment - sports lessons 13 contributors 360 vendor payment - theater tickets 2 contributors 600 vendor payment - automobile equipment 1 contributor 400 vendor payment - cooking lessons 1 contributor 47 vendor payment - amusement tickets 1 contributor 8,440 vendor payment - scholarships 1 contributors |
| I | 32 | The University uses Northern Trust and other brokerage firms to sell stock gifts upon receipt |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| ExplanationExplanation |
|---|
| Form 990, Part III, Line 4d Program Service Expenses 30,002,019, Grants and allocations 0, Revenue 30,791,368 Additional program service revenue is derived from food services and vending, bookstore sales, educational workshops/programs, pension liability adjustments and other types of program service revenue. Additional program service expense is created from legal fees, other professional fees, advertising and promotion, office expenses, information technology, travel, interest, depreciation, service and service auxiliary expenses, dues, subscriptions, and memberships, and other types of program service expense. |
| Form 990 Part VI Section A Line 2 William R. Pittman, Vice President - University Advancement is the nephew of trustee John C. Pittman Harry B. Brock, III - Vice President for Business and Financial Affairs is the son of trustee Harry B. Brock, Jr. |
| Form 990 Part VI Section B Line 11 The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. |
| Form 990 Part VI Section B Line 12c Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. |
| Form 990 Part VI Section B Line 15 Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities CCCU and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. |
| Form 990 Part VI Section C Line 19 The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631016371 | EIN |
| Primary Activities | Edu. Research | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | Line 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |