BRENAU UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRENAU UNIVERSITY INC (EIN 58-0566143)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201321269349301702
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T18:31:19-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581729751 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metcalf Davis CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Peachtree Road NE Suite 2600 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303261089 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566143 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brenau University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BREN | NameControl |
| Phone | 7705346268 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Washington Street SE | AddressLine1 |
| City | Gainesville | City |
| State | GA | State |
| ZIP Code | 305013628 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra Thornton | Name |
| Title | VP for Financial Services | Title |
| Phone | 7705346268 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E Wayne Williams Jr | Name |
| PTIN | P00294425 | PTIN |
| Phone | 4042641700 | Phone |
| Date Prepared | 2013-04-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr Edward L Schrader J | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Washington Street SE | AddressLine1 |
| City | Gainesville | City |
| State | GA | State |
| ZIP Code | 305013628 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 86793751 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.brenau.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1878 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | Brenau University challenges students to live extraordinary lives of personal and professional fulfillment. As students pursue an Associate's, Bachelor's, or Graduate degree program at Brenau, they gain preparation for a lifetime of intellectual accomplishment and appreciation of artistic expression through a curriculum enriched by the liberal arts, scientific enquiry and global awareness. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 901 | TotalNbrEmployees |
| Total Nbr Volunteers | 53 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3492754 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4403452 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41193850 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40894840 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1535666 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1233240 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -15174 | OtherRevenuePriorYear |
| Other Revenue Current Year | -29479 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46207096 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46502053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8586728 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7957080 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21247062 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21540091 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 24000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 772325 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13572697 | OtherExpensePriorYear |
| Other Expenses Current Year | 13847605 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43406487 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43368776 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2800609 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3133277 | RevenuesLessExpensesCY |
| Total Assets BOY | 85141061 | TotalAssetsBOY |
| Total Assets EOY | 85993495 | TotalAssetsEOY |
| Total Liabilities BOY | 20204290 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20355482 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64936771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65638013 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Brenau University challenges students to live extraordinary lives of personal and professional fulfillment. As students pursue an Associate's, Bachelor's, or Graduate degree program at Brenau, they gain preparation for a lifetime of intellectual accomplishment and appreciation of artistic expression through a curriculum enriched by the liberal arts, scientific enquiry and global awareness. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13104519 | Expense |
| Grants | 5295443 | Grants |
| Revenue | 15726484 | Revenue |
| Description | Brenau University is a private, comprehensive university that includes the Undergraduate Residential School, the Undergraduate Nonresidential School, the Graduate School, and the Early College Program.Each component of the University enhances the others through shared resources, facilities, faculty and cultural opportunities with some limited cross-enrollment opportunities available. However, each unit is defined by distinct characteristics.The Undergraduate Residential School, or Women's College, offers baccalaureate programs, some of which feed into graduate programs, with a multi-discipline liberal arts foundation that enables students to explore general interests as well as pursue specialized studies. Women have opportunities to develop leadership skills in an environment that encourages awareness of and participation in a world characterized by pluralism and to explore and prepare for various career opportunities. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13404396 | Expense |
| Grants | 2563728 | Grants |
| Revenue | 16751405 | Revenue |
| Description | The Undergraduate Nonresidential School offers studies leading to associate and baccalaureate degrees and is open to men and women. The programs provide foundations for individual and professional growth and competence. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5025183 | Expense |
| Grants | 87910 | Grants |
| Revenue | 7139864 | Revenue |
| Description | The Graduate School offers studies leading to masters and educational specialist degrees as well as graduate certificates and is open to men and women. The programs encourage students to develop the proficiency and professionalism necessary to meet the challenges inherent in their fields of study. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 219232 | 224945 | The Early College Program evolved from Brenau Academy, which was founded in 1928 as a college preparatory boarding and day school for young women in grades nine through twelve. In 2011 the Academy transformed into the Early College program, which offers exceptional high school-age students the opportunity to take college classes and earn college credits through the University. |
| 3101432 | 1052142 | Auxiliary enterprises - Enrichment programs and other support for the instructional programs of the University. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3320664 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1277087 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 34854762 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 901 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandra Thornton | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7705346268 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Washington Street SE | AddressLine1 |
| City | Gainesville | City |
| State | GA | State |
| ZIP Code | 305013628 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Peter D Miller | |||||||
| Chair | 1.00 | X | 0 | 0 | 0 | ||
| Philip A Wilheit Sr | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | ||
| James A Walters | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | ||
| Carole Ann Carter Daniel | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | ||
| Dr Gale J Allen | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Melissa W Blanchard | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Raymond H Burch | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robin Smith Dudley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Kathryn Dunlap | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Roger E Dailey | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Elizabeth B Fisher | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John B Floyd | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| M Douglas Ivester | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John W Jacobs Jr | |||||||
| Chair Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Angela B Johnston | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard H Leet PhD | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ben E Lilly | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James E Mathis Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Katherine F McMaster | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James H Moore | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Betty Verson Norton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mary E Raines | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gary L Riley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lawrence B Schrage | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Erin M Seng | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert L Silverman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gail A Smith | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Judge Sidney O Smith Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jane P Suggs | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Bob Swoszowski | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Stuart R Virgin | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Charles A Smithgall III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Shay English Stafford | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anna A Jacobs | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Emily Lawson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Steve McKibbon | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Scott A Briell | |||||||
| Sr. VP Enrollment | 40.00 | 175957 | 0 | 11820 | X | ||
| Dr Edward L Schrader Jr | |||||||
| President | 40.00 | 473119 | 0 | 66035 | X | ||
| Wayne W Dempsey | |||||||
| Executive VP & CFO | 40.00 | 243220 | 0 | 21527 | X | ||
| Sandra D Thornton | |||||||
| VP Financial Services | 40.00 | 148342 | 0 | 17821 | X | ||
| Jack Matthew Thomas | |||||||
| VP for External Relations | 40.00 | 128140 | 0 | 18403 | X | ||
| Jim Barco | |||||||
| Sr. VP for Inst. Adv. | 40.00 | 128860 | 0 | 17138 | X | ||
| Dr Nancy Krippel | |||||||
| Provost & VPAA | 40.00 | 67741 | 0 | 9947 | X | ||
| David Morrison | |||||||
| VP for Com & Pub | 40.00 | 107129 | 0 | 13391 | X | ||
| Dr Jim Southerland | |||||||
| Provost & VPAA | 40.00 | 120831 | 0 | 17130 | X | ||
| Gale H Starich | |||||||
| Dean School H&S | 40.00 | 115541 | 0 | 7488 | X | ||
| Heather Hartman | |||||||
| Assoc. VP/SACS Liaison | 40.00 | 108816 | 0 | 9723 | X | ||
| David Barnett | |||||||
| Assoc. VP for NR | 40.00 | 127636 | 0 | 17343 | X | ||
| Tim Daniel | |||||||
| Dean, Academy | 40.00 | 102956 | 0 | 9933 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2048288 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 237699 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Services Inc | |||||
| 1101 Market Street | Philadelphia | PA | 191072988 | Food service vendor | 1338671 |
| Aramark Facility Services | |||||
| 1101 Market Street | Philadelphia | PA | 191072988 | Custodial services | 600013 |
| Royall & Company | |||||
| 1920 East Parham Rd | Richmond | VA | 23228 | Student Services - WC | 518813 |
| Catalyst Communications Inc | |||||
| 8358 Main Street 1st Floor | Ellicott City | MD | 21043 | Advertising | 377464 |
| Carroll Daniel Construction Co | |||||
| 921 Athens St SE | Gainesville | GA | 30501 | Construction Contractors | 232245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 96962 | FundraisingEvents |
| Government Grants | 109702 | GovernmentGrants |
| All Other Contributions | 4196788 | AllOtherContributions |
| Noncash Contributions | 615286 | NoncashContributions |
| Total Contributions | 4403452 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611710 | 35975985 | 35975985 |
| Sales of auxiliary ent | 611710 | 4918855 | 4918855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40894840 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1365390 | TotalRevenueColumn |
| Exclusion | $1,365,390 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40096992 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40229142 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -132150 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -132150 | TotalRevenueColumn |
| Exclusion | -$132,150 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33077 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 96962 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 62556 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -29479 | TotalRevenueColumn |
| Exclusion | -$29,479 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46502053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40894840 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,203,761 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7089067 | Total |
| Program Services | 7089067 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868013 | Total |
| Program Services | 868013 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2247601 | Total |
| Program Services | 340880 | ProgramServices |
| Management And General | 1393739 | ManagementAndGeneral |
| Fundraising | 512982 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14776944 | Total |
| Program Services | 13449226 | ProgramServices |
| Management And General | 1296334 | ManagementAndGeneral |
| Fundraising | 31384 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698702 | Total |
| Program Services | 539049 | ProgramServices |
| Management And General | 134500 | ManagementAndGeneral |
| Fundraising | 25153 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2533967 | Total |
| Program Services | 1897988 | ProgramServices |
| Management And General | 574697 | ManagementAndGeneral |
| Fundraising | 61282 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282877 | Total |
| Program Services | 989740 | ProgramServices |
| Management And General | 251493 | ManagementAndGeneral |
| Fundraising | 41644 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53231 | Total |
| Management And General | 53231 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151477 | Total |
| Management And General | 151477 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Fundraising | 24000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129374 | Total |
| Management And General | 129374 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914598 | Total |
| Program Services | 648318 | ProgramServices |
| Management And General | 266280 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469684 | Total |
| Program Services | 9700 | ProgramServices |
| Management And General | 459984 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1994640 | Total |
| Program Services | 1391238 | ProgramServices |
| Management And General | 559476 | ManagementAndGeneral |
| Fundraising | 43926 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967340 | Total |
| Program Services | 909310 | ProgramServices |
| Management And General | 58030 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318781 | Total |
| Program Services | 224124 | ProgramServices |
| Management And General | 84024 | ManagementAndGeneral |
| Fundraising | 10633 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99062 | Total |
| Program Services | 31606 | ProgramServices |
| Management And General | 67456 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389968 | Total |
| Program Services | 373901 | ProgramServices |
| Management And General | 16067 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487088 | Total |
| Program Services | 1425820 | ProgramServices |
| Management And General | 53240 | ManagementAndGeneral |
| Fundraising | 8028 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231503 | Total |
| Program Services | -56433 | ProgramServices |
| Management And General | 287936 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Operations | 2128948 | 1629993 | 482757 | 16198 |
| Rental | 1260778 | 1260778 | ||
| Misc | 664765 | 504634 | 160131 | |
| Recruiting | 588755 | 157680 | 431075 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1997613 | Total |
| Program Services | 1170130 | ProgramServices |
| Management And General | 830388 | ManagementAndGeneral |
| Fundraising | -2905 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43368776 | Total |
| Program Services | 34854762 | ProgramServices |
| Management And General | 7741689 | ManagementAndGeneral |
| Fundraising | 772325 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1835367 | BOY |
| EOY | 1912243 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3346796 | BOY |
| EOY | 5293292 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3153447 | BOY |
| EOY | 3117395 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64029914 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29318919 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35019051 | BOY |
| EOY | 34710995 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32934379 | BOY |
| EOY | 32356624 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3686350 | BOY |
| EOY | 3106267 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5165671 | BOY |
| EOY | 5496679 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85141061 | BOY |
| EOY | 85993495 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1938571 | BOY |
| EOY | 2034434 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2212332 | BOY |
| EOY | 2860532 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12707071 | BOY |
| EOY | 12373002 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3346316 | BOY |
| EOY | 3087514 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20204290 | BOY |
| EOY | 20355482 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25531212 | BOY |
| EOY | 25242999 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12475026 | BOY |
| EOY | 12215163 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26930533 | BOY |
| EOY | 28179851 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64936771 | BOY |
| EOY | 65638013 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85141061 | BOY |
| EOY | 85993495 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3133277 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2432035 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29428657 | BeginningOfYearBalance |
| Contributions | 1435238 | Contributions |
| Investment Earnings Or Losses | -962878 | InvestmentEarningsOrLosses |
| Other Expenditures | 577643 | OtherExpenditures |
| End Of Year Balance | 29323374 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24197317 | BeginningOfYearBalance |
| Contributions | 403268 | Contributions |
| Investment Earnings Or Losses | 5501834 | InvestmentEarningsOrLosses |
| Other Expenditures | 673762 | OtherExpenditures |
| End Of Year Balance | 29428657 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21760963 | BeginningOfYearBalance |
| Contributions | 115492 | Contributions |
| Investment Earnings Or Losses | 3390648 | InvestmentEarningsOrLosses |
| Other Expenditures | 1069786 | OtherExpenditures |
| End Of Year Balance | 24197317 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29744179 | BeginningOfYearBalance |
| Contributions | 396881 | Contributions |
| Investment Earnings Or Losses | -6185246 | InvestmentEarningsOrLosses |
| Other Expenditures | 2194851 | OtherExpenditures |
| End Of Year Balance | 21760963 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2435474 | OtherCostOrOtherBasis |
| Book Value | 2435474 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39250973 | OtherCostOrOtherBasis |
| Depreciation | 14237872 | Depreciation |
| Book Value | 25013101 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7335893 | OtherCostOrOtherBasis |
| Depreciation | 2477477 | Depreciation |
| Book Value | 4858416 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15007574 | OtherCostOrOtherBasis |
| Depreciation | 12603570 | Depreciation |
| Book Value | 2404004 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34710995 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Works of art | 5151849 |
| Other assets | 344830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5496679 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability under remainder trusts | $1,189,651 |
| Advances from federal government | $321,039 |
| Liabilities under deferred compensation | $519,363 |
| Lease obligations | $1,057,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3087514 | TotalOfAmounts |
| Total Revenue | 46502053 | TotalRevenue |
| Total Expenses | 43368776 | TotalExpenses |
| Excess Or Deficit For Year | 3133277 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1934100 | NetUnrealizedGLOnInvestments |
| Other | -$497,935 | OtherAmount |
| Total Adjustments | -2432035 | TotalAdjustments |
| Excess Or Deficit Per FS | 701242 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36177604 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1934100 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 25187 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -468456 | OtherRevenues |
| Revenue Not Rptd F990 | -2377369 | RevenueNotRptdF990 |
| Revenue Subtotal | 38554973 | RevenueSubtotal |
| Other Revenues Not Included | 7947080 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7947080 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46502053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35476362 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 25187 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 25187 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35451175 | ExpensesSubtotal |
| Other Expenses Not Included | 7917601 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7917601 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43368776 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | The University owns approximately 2,455 works of art as follows: Photographs 206 Paintings 792 Works on paper 948 Ceramic (china, sculpture) 401 Sculpture 108 The collection furthers the University's exempt purpose as an educational institution by providing an invaluable educational resource. The collection highlights the notable art trends and focuses on contemporary art and art created by women. The collection helps students broaden their world view by exposing them to a variety of modes of self expression. | |
| Part X: | The University is recognized as an organization exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code (the "Code") whereby only unrelated business income, as defined by Section 512(a)(1) of the Code, is subject to Federal income tax. The University's policy is to record a liability for any tax position taken that is beneficial to the University, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of June 30, 2012 and 2011 and, accordingly, no liability has been accrued. Generally, the Internal Revenue Service ("IRS") may examine a tax return for three years from the date it is filed. At June 30, 2012, tax years ended June 30, 2011 and 2010 and 2009 remain open for possible examination by the IRS. | Description of Uncertain Tax Positions Under FIN 48: |
| Changes in split interest agreement -497,935. | Part XI, Line 8 - Other Adjustments: | |
| Change in split interest agreement -497,935. Special events losses 29,479. | Part XII, Line 2d - Other Adjustments: | |
| Financial aid 7,947,080. | Part XII, Line 4b - Other Adjustments: | |
| Financial aid 7,947,080. Special events losses -29,479. | Part XIII, Line 4b - Other Adjustments: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The University publishes its nondiscriminatory policy on its website at http:/www2009.brenau.edu/index.cfm?objectid=B141E28-1AA0-2729 A31BA261FF62AD96 |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | The University receives Federal Student Financial Aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean - | 0 | 0 | Program services | Study abroad | 4000 |
| North America - Canada and Mexico, but | 0 | 0 | Program services | Study abroad | 3000 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program services | Study abroad | 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 8000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America - Canada and Mexico, but | Region |
| Purpose Of Grant | Educational | PurposeOfGrant |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursement |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Financial assistance/scholarships | East Asia and the Pacific | 11 | 268334 | Posted to student account | FMV |
| Financial assistance/scholarships | Europe | 9 | 224135 | Posted to student account | FMV |
| Financial assistance/scholarships | Russia & the Newly Independent States - | 4 | 83590 | Posted to student account | FMV |
| Financial assistance/scholarships | South America | 1 | 4000 | Posted to student account | FMV |
| Financial assistance/scholarships | South Asia | 3 | 95205 | Posted to student account | FMV |
| Financial assistance/scholarships | Sub-Saharan Africa | 4 | 91725 | Posted to student account | FMV |
| Financial assistance/scholarships | Central America and the Caribbean | 3 | 46670 | Posted to student account | FMV |
| Financial assistance/scholarships | Middle East and North Africa | 1 | 20864 | Posted to student account | FMV |
| Financial assistance/scholarships | North America | 1 | 23490 | Posted to student account | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: Cost of the program was paid by each participant to the University which is then remitted to a third party provider. The University reimbursed participants $250.00 in expenses. |
| Part I, Line 2 - The grants reported in Part III are scholarships to students. The use of scholarships is controlled by applying such amounts directly against balances owed by the student for tuition, fees and other qualifying educational expenses. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Dr John S Burd | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Club Place | AddressLine1 |
| City | Gainesville | City |
| State | GA | State |
| ZIP Code | 30506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Consultant/Contractor soliciting gifts of art | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 245000 | GrossReceipts |
| Amount Retained By Contractor | 24000 | AmountRetainedByContractor |
| Net To Organization | 245000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 245000 | TotalGrossReceipts |
| Total Retained By Contractors | 24000 | TotalRetainedByContractors |
| Total Net To Organization | 245000 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Barbecue | NameOfEvent1 |
| Gross Receipts Event1 | 130039 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 96962 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33077 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 18875 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 43681 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 130039 | GrossReceiptsTotal |
| Charitable Contributions Total | 96962 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33077 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 18875 | CashPrizesTotalEvents |
| Other Direct Expenses Total Events | 43681 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 62556 | DirectExpenseSummaryEvents |
| Net Income Summary | -29479 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships and Financial aid | TypeOfGrant |
| Number Of Recipients | 798 | NumberOfRecipients |
| Amount Of Cash Grant | 7089067 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The University's financial aid department monitors and maintains records regarding all financial aid awards. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott A Briell | |||||||||||||
| 137410 | 0 | 38000 | 0 | 547 | 0 | 4122 | 0 | 7698 | 0 | 187777 | 0 | 0 | 0 |
| Dr Edward L Schrader Jr | |||||||||||||
| 238413 | 0 | 105000 | 0 | 129706 | 0 | 56553 | 0 | 9482 | 0 | 539154 | 0 | 0 | 0 |
| Wayne W Dempsey | |||||||||||||
| 169120 | 0 | 71000 | 0 | 3100 | 0 | 13530 | 0 | 7997 | 0 | 264747 | 0 | 0 | 0 |
| Sandra D Thornton | |||||||||||||
| 127665 | 0 | 10000 | 0 | 10677 | 0 | 10213 | 0 | 7608 | 0 | 166163 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Tax indemnification and gross-up payments - The University's President received tax gross-up payments included as compensation in taxable income. Part I, line 1a: Discretionary spending account - The University's President received a discretionary spending allowance that is reported in taxable income. Part I, line 1a: Housing allowance or residence for personal use - The President is provided with a housing allowance that is reported in taxable income. Part I, line 1a, Personal services - Cleaning services and lawn maintenance are provided for the University's President's personal residence. The value of this benefit is included in taxable income. |
| Part I, Line 4b | The University contributed 37,503 to a 457(f) for the President of the University. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gainesville Redevelopment Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 581520209 | IssuerEIN |
| CUSIP Number | 362899BR6 | CUSIPNumber |
| Date Issued | 2000-05-17 | DateIssued |
| Issue Price | 11500000 | IssuePrice |
| Description Of Purpose | Fund construction of Performing Arts Center | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 11500000 | AmountRetired |
| Capitalized Interest | 126337 | CapitalizedInterest |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dr Gale Starich | NamePerson |
| Purpose Of Loan | Employee debt | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $140,000 | OriginalPrincipalAmount |
| Balance Due | 122623 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 122623 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Jacobs Family Partnership LP | |||
| Partly owned by John W. Jacobs, Jr. (Trustee/Chair Emeritus) | 85000 | On 7/1/2008 the University purchased for $1,400,000 real estate contiguous to the campus with 14 2BR/2B apartments for student housing. Purchase price was based on independent third party appraisal. The purchase was financed with 20 year seller financing of $1,400,000 with 7.5% interest. As part of the financing the seller agreed to contribute $20,000 per year to the University. | 0 |
| Featherbone Center LLC | |||
| Partly owned by Philip A. Wilheit & James A. Walters (Trustees/Officers) | 421700 | The University entered into a 57,776 square foot operating lease for its nursing facility,dance classroom space and occupational therapy facilities. An extensive search based on cost, suitability, and proximity to the main campus was made before selecting the property at the Featherbone Center. Mr. Walters and Mr. Wilheit abstained from voting, | 0 |
| Dr Edward L Schrader Jr | |||
| Dr. Schrader (University President) | The University has a 31.7 percent ownership interest in the home of the University President. Upon sale of the home the University will receive a return of its investment of $226,500 plus 31.7 percent of the increase in the value of the home. | 0 | |
| Carole Daniel Construction Company | |||
| Ms. Carole Ann Daniel (Trustee) | 232245 | The University entered into construction contracts with this family owned business. Ms. Daniel is the Vice President of the family owned business. Competitive bids were taken to ensure fees are reasonable. | 0 |
| Mrs Myra Schrader | |||
| Mrs. Schrader (Spouse of Dr. Edward L. Schrader, Jr. Univeristy President) | 10612 | The University compensates the President's spouse, Myra Schrader, for her services to the University in hosting numerous business and social events annually with a net contribution to her TIAA-CREF retirement account during the time Dr. Schrader is serving as President of the University. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 281555 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraised value | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4259 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 245336 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 83436 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Two University Trustees/Officers are members of a limited liability company that leases educational facilities to the University. See Schedule L. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Executive Committee of the Board of Trustees and made available online to the full board for review prior to filing. | |
| Form 990, Part VI, Section B, line 12c | Trustees and officers are required to disclose annually any potential conflicts of interest which are reviewed and monitored by the University. | |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the Board of Trustees reviewed comparability data supplied by a consultant to determine compensation of the President. The President used comparability data to determine recommended compensation of top management and key employees to the Compensation Committee. | |
| Form 990, Part VI, Section C, line 18 | The University's federal filings are available upon request. | |
| Form 990, Part VI, Section C, line 19 | The University's governing documents are available upon request. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -1,934,100. Changes in split interest agreement -497,935. Total to Form 990, Part XI, Line 5: -2,432,035. | Changes in Net Assets or Fund Balances: |