PFEIFFER UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PFEIFFER UNIVERSITY (EIN 56-0529990)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201340439349300639
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T10:45:04-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27401 | 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 | 560529990 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFEIFFER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PFEI | NameControl |
| Phone | 7044631360 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1 |
| City | MISENHEIMER | City |
| State | NC | State |
| ZIP Code | 28109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MILLER | Name |
| Title | PRESIDENT | Title |
| Phone | 7044631360 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMELA L GAINEY | Name |
| PTIN | P00437957 | PTIN |
| Phone | 3362724551 | Phone |
| 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 | MICHAEL MILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 960 | AddressLine1 |
| City | MISENHEIMER | City |
| State | NC | State |
| ZIP Code | 28109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41418111 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PFEIFFER.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UNITED METHODIST-RELATED UNIVERSITY, WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS, COMMITTED TO EDUCATIONAL EXCELLENCE, SERVICE, AND SCHOLARSHIP. WITHIN NURTURING COMMUNITIES OF LEARNERS, WE VALUE DIVERSITY AND PROMOTE THE ATTAINMENT OF FULL ACADEMIC AND PERSONAL POTENTIAL THROUGH ACCESSIBLE UNDERGRADUATE AND GRADUATE PROGRAMS. IT IS THE VISION OF THE UNIVERSITY THAT OUR STUDENTS EMBRACE THE CHRISTIAN VALUES OF HUMAN DIGNITY, INTEGRITY, AND SERVICE AND BECOME SERVANT LEADERS AND LIFELONG LEARNERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 343 | TotalNbrEmployees |
| Total Nbr Volunteers | 72 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2846082 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2657882 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30097201 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31335884 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1252773 | InvestmentIncomePriorYear |
| Investment Income Current Year | 327977 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 161819 | OtherRevenuePriorYear |
| Other Revenue Current Year | 140144 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34357875 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34461887 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9166242 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9429083 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12370995 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12679163 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 781122 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10896555 | OtherExpensePriorYear |
| Other Expenses Current Year | 11791148 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32433792 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33899394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1924083 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 562493 | RevenuesLessExpensesCY |
| Total Assets BOY | 45825433 | TotalAssetsBOY |
| Total Assets EOY | 46220010 | TotalAssetsEOY |
| Total Liabilities BOY | 22045429 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22329359 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23780004 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23890651 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UNITED METHODIST-RELATED UNIVERSITY, WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS, COMMITTED TO EDUCATIONAL EXCELLENCE, SERVICE, AND SCHOLARSHIP. WITHIN NURTURING COMMUNITIES OF LEARNERS, WE VALUE DIVERSITY AND PROMOTE THE ATTAINMENT OF FULL ACADEMIC AND PERSONAL POTENTIAL THROUGH ACCESSIBLE UNDERGRADUATE AND GRADUATE PROGRAMS. IT IS THE VISION OF THE UNIVERSITY THAT OUR STUDENTS EMBRACE THE CHRISTIAN VALUES OF HUMAN DIGNITY, INTEGRITY, AND SERVICE AND BECOME SERVANT LEADERS AND LIFELONG LEARNERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18269074 | Expense |
| Revenue | 31335924 | Revenue |
| Description | PFEIFFER UNIVERSITY IS A COMPREHENSIVE UMC-RELATED UNIVERSITY WITH MULTIPLE CAMPUSES AND DELIVERY SYSTEMS PROVIDING HIGHER EDUCATION DEGREES THROUGH UNDERGRADUATE, GRADUATE, AND ADULT LEARNER PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9429083 | Expense |
| Grants | 9429083 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIPS AND SIMILAR FINANCIAL AID FOR STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 27698157 | 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 | 0 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 152 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 343 | 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 | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN LESLIE VP FOR FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7044633042 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PFEIFFER UNIVERSITY HWY 52 | AddressLine1 |
| City | MISENHEIMER | City |
| State | NC | State |
| ZIP Code | 28109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID MCILQUHAM | ||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 |
| BENNY MERRELL | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| J KEITH CRISCO | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| LINN EVANS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| GREGORY HUNTER | ||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SAMUEL ASBURY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT BRIETZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MILDRED CARTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES CASHION JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANNE DANIEL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TONY DENNIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WINSLOW HAYES GALLOWAY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RONALD E GARROW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS GRADY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT D KNAPP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV DR WILLIAM T MEDLIN III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV JOY MELTON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAMES E NANCE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE PUGH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DANA RADER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RUSSELL RING | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BENJAMIN ROBINSON PHD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARSHALL ROGERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| C HERBERT SCHNEIDER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JONATHAN T SMITH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BRIAN SULLIVAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DON SUMMERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT L TAYLOR JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD THAMES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EDWIN WELCH JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR ELLIOTT WILLIAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JULIA WILLIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR CHRISTOPHER L BRAMLETT | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| REV FRANK B COOK | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| HENRY FARMER | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DR MARY ELIZABETH FRANCIS | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM A GOODSON JR | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ROBERT H HEROLD II | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CARL M HILL | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ERNEST KNOTTS | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DR JULIAN A LINDSEY | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RALPH M MCALISTER | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| GEORGE THOMPSON | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| GEORGE P WATERS | ||||||
| EMERITUS MEMBER | 0.50 | X | 0 | 0 | 0 | |
| THOMAS A ALDRIDGE | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV AMY COLES | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROSEMARIE GENTLE | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BISHOP LARRY GOODPASTER | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JENNA GULLEDGE | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR PHILIP WINGEIER-RAYO | ||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PATRICK MALLOY | ||||||
| EX-OFFICIO MEMBER, FACULTY REP. | 40.00 | X | 67498 | 0 | 6340 | |
| MICHAEL C MILLER | ||||||
| PRESIDENT | 40.00 | X | 226236 | 0 | 13401 | |
| TRACY ESPY | ||||||
| PROVOST/VP FOR ACADEMIC AFFAIRS | 40.00 | X | 104793 | 0 | 14997 | |
| ROBIN S LESLIE | ||||||
| VP FOR FINANCE/CFO | 40.00 | X | 79997 | 0 | 6169 | |
| ROBERT C STEWART | ||||||
| VP FOR ADVANCEMENT | 40.00 | X | 54877 | 0 | 10196 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 533401 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51103 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | MAINTENANCE | 1259690 |
| STOKES CONSTRUCTION | |||||
| 619 N SECOND ST | ALBEMARLE | NC | 28001 | CONSTRUCTION | 708510 |
| VILLAGE OF MISENHEIMER | |||||
| PO BOX 100 | MISENHEIMER | NC | 28109 | SECURITY SERVICES | 256667 |
| JENZABAR | |||||
| PO BOX 845939 | BOSTON | MA | 02284 | TECHNOLOGY | 124849 |
| PERFORMA HIGHER EDUCATION | |||||
| 1698 WESTBROOK AVENUE | BURLINGTON | NC | 27215 | CONSULTING | 118939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 63266 | FundraisingEvents |
| Government Grants | 1141573 | GovernmentGrants |
| All Other Contributions | 1453043 | AllOtherContributions |
| Noncash Contributions | 117835 | NoncashContributions |
| Total Contributions | 2657882 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 26581268 | 26581268 |
| DORMITORY & HOUSING | 611710 | 2680705 | 2680705 |
| FOOD SERVICE & VENDING | 611710 | 1653403 | 1653403 |
| OTHER SOURCES, ATHLETI | 611710 | 374478 | 374478 |
| BOOKSTORE | 451211 | 46030 | 46030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31335884 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 368163 | TotalRevenueColumn |
| Exclusion | $368,163 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 142441 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 142441 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142441 | TotalRevenueColumn |
| Exclusion | $142,441 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6893099 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6933285 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -40186 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40186 | TotalRevenueColumn |
| Exclusion | -$40,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20602 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63266 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22939 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2337 | TotalRevenueColumn |
| Exclusion | -$2,337 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER AUXILIARY INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 40 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 40 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34461887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31335924 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $468,081 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9429083 | Total |
| Program Services | 9429083 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507290 | Total |
| Program Services | 72583 | ProgramServices |
| Management And General | 434707 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10027772 | Total |
| Program Services | 6914870 | ProgramServices |
| Management And General | 2677052 | ManagementAndGeneral |
| Fundraising | 435850 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6653 | Total |
| Program Services | 4990 | ProgramServices |
| Management And General | 1331 | ManagementAndGeneral |
| Fundraising | 332 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1274813 | Total |
| Program Services | 1019850 | ProgramServices |
| Management And General | 216718 | ManagementAndGeneral |
| Fundraising | 38245 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862635 | Total |
| Program Services | 646976 | ProgramServices |
| Management And General | 172527 | ManagementAndGeneral |
| Fundraising | 43132 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35061 | Total |
| Management And General | 35061 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98933 | Total |
| Management And General | 98933 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149359 | Total |
| Management And General | 149359 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305872 | Total |
| Management And General | 305872 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227029 | Total |
| Program Services | 172542 | ProgramServices |
| Management And General | 34054 | ManagementAndGeneral |
| Fundraising | 20433 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 917056 | Total |
| Program Services | 720437 | ProgramServices |
| Management And General | 196619 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738080 | Total |
| Program Services | 590464 | ProgramServices |
| Management And General | 110712 | ManagementAndGeneral |
| Fundraising | 36904 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3847935 | Total |
| Program Services | 3694017 | ProgramServices |
| Management And General | 115438 | ManagementAndGeneral |
| Fundraising | 38480 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060482 | Total |
| Program Services | 805966 | ProgramServices |
| Management And General | 169677 | ManagementAndGeneral |
| Fundraising | 84839 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37363 | Total |
| Program Services | 29890 | ProgramServices |
| Management And General | 5604 | ManagementAndGeneral |
| Fundraising | 1869 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 377305 | Total |
| Management And General | 377305 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1646810 | Total |
| Program Services | 1580938 | ProgramServices |
| Management And General | 49404 | ManagementAndGeneral |
| Fundraising | 16468 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147280 | Total |
| Program Services | 117824 | ProgramServices |
| Management And General | 22092 | ManagementAndGeneral |
| Fundraising | 7364 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT BOARD | 1362653 | 1362653 | ||
| SPECIAL EVENTS | 312519 | 237174 | 47435 | 27910 |
| BAD DEBT | 131153 | 131153 | ||
| PROFESSIONAL MEMBERSHIP | 80621 | 64496 | 12093 | 4032 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315637 | Total |
| Program Services | 233404 | ProgramServices |
| Management And General | 56969 | ManagementAndGeneral |
| Fundraising | 25264 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33899394 | Total |
| Program Services | 27698157 | ProgramServices |
| Management And General | 5420115 | ManagementAndGeneral |
| Fundraising | 781122 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653251 | BOY |
| EOY | 338566 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3006065 | BOY |
| EOY | 3056519 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653232 | BOY |
| EOY | 573809 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973313 | BOY |
| EOY | 975481 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001758 | BOY |
| EOY | 1231794 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119947 | BOY |
| EOY | 126344 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457176 | BOY |
| EOY | 391146 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 42543427 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17703783 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24163844 | BOY |
| EOY | 24839644 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13870034 | BOY |
| EOY | 13884612 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 926813 | BOY |
| EOY | 802095 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45825433 | BOY |
| EOY | 46220010 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2066028 | BOY |
| EOY | 1628949 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1761619 | BOY |
| EOY | 1768303 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398192 | BOY |
| EOY | 439799 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14865000 | BOY |
| EOY | 14040000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1390850 | BOY |
| EOY | 1345613 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1563740 | BOY |
| EOY | 3106695 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22045429 | BOY |
| EOY | 22329359 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5978654 | BOY |
| EOY | 6332877 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722561 | BOY |
| EOY | 3335728 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14078789 | BOY |
| EOY | 14222046 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23780004 | BOY |
| EOY | 23890651 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45825433 | BOY |
| EOY | 46220010 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 562493 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -451846 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15513694 | BeginningOfYearBalance |
| Contributions | 185439 | Contributions |
| Investment Earnings Or Losses | 76723 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 350763 | GrantsOrScholarships |
| Other Expenditures | 180559 | OtherExpenditures |
| Administrative Expenses | 149359 | AdministrativeExpenses |
| End Of Year Balance | 15095175 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12981255 | BeginningOfYearBalance |
| Contributions | 260098 | Contributions |
| Investment Earnings Or Losses | 2680150 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 165108 | GrantsOrScholarships |
| Other Expenditures | 89892 | OtherExpenditures |
| Administrative Expenses | 152809 | AdministrativeExpenses |
| End Of Year Balance | 15513694 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11843108 | BeginningOfYearBalance |
| Contributions | 464552 | Contributions |
| Investment Earnings Or Losses | 1167111 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184241 | GrantsOrScholarships |
| Other Expenditures | 187178 | OtherExpenditures |
| Administrative Expenses | 122097 | AdministrativeExpenses |
| End Of Year Balance | 12981255 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16054578 | BeginningOfYearBalance |
| Contributions | 326093 | Contributions |
| Investment Earnings Or Losses | -3357293 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 495533 | GrantsOrScholarships |
| Other Expenditures | 591748 | OtherExpenditures |
| Administrative Expenses | 92989 | AdministrativeExpenses |
| End Of Year Balance | 11843108 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92450 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06300 | TermEndowmentEOYBalance |
| 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 | 3348276 | OtherCostOrOtherBasis |
| Book Value | 3348276 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32101201 | OtherCostOrOtherBasis |
| Depreciation | 12882353 | Depreciation |
| Book Value | 19218848 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5805885 | OtherCostOrOtherBasis |
| Depreciation | 4385313 | Depreciation |
| Book Value | 1420572 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1288065 | OtherCostOrOtherBasis |
| Depreciation | 436117 | Depreciation |
| Book Value | 851948 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24839644 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $132,756 |
| CAPITAL LEASES | $322,011 |
| INTEREST RATE SWAP LIABILITY | $1,281,079 |
| SERVICE PROVIDER AGREEMENT | $1,370,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3106695 | TotalOfAmounts |
| Total Revenue | 34461887 | TotalRevenue |
| Total Expenses | 33899394 | TotalExpenses |
| Excess Or Deficit For Year | 562493 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -216496 | NetUnrealizedGLOnInvestments |
| Other | -$235,350 | OtherAmount |
| Total Adjustments | -451846 | TotalAdjustments |
| Excess Or Deficit Per FS | 110647 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24481538 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -216496 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 27000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -9664433 | OtherRevenues |
| Revenue Not Rptd F990 | -9853929 | RevenueNotRptdF990 |
| Revenue Subtotal | 34335467 | RevenueSubtotal |
| Investment Expenses Not Included | 149359 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -22939 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 126420 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34461887 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24370891 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 27000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 22939 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49939 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24320952 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 149359 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9429083 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9578442 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33899394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED AS DIRECTED BY DONOR STIPULATION AND APPLICABLE LAWS. THESE RESOURCES FUND SCHOLARSHIPS, MAINTENANCE, AND OTHER PROGRAMS AND INITIATIVES THAT FURTHER THE VISION AND MISSION OF THE UNIVERSITY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PFEIFFER UNIVERSITY IS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE CAMPUS IS A SINGLE MEMBER LIMITED LIABILITY COMPANY AND IS THEREFORE DISREGARDED FOR INCOME TAX PURPOSES. MANAGEMENT HAS EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT PFEIFFER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN ON INTEREST RATE SWAP -245,096. CHANGE IN VALUE OF ANNUITY 4,863. CHANGE IN CASH SURRENDER VALUE 4,883. TOTAL TO SCHEDULE D, PART XI, LINE 8: -235,350. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF SCHOLARSHIPS -9,429,083. GAIN ON INTEREST RATE SWAP -245,096. CHANGE IN VALUE OF ANNUITY 4,863. CHANGE IN CASH SURRENDER VALUE 4,883. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EVENTS EXPENSES -22,939. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF FUNDRAISING EVENTS EXPENSES 22,939. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF SCHOLARSHIPS 9,429,083. |
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 INCLUDES THE RACIALLY NONDISCRIMATORY POLICY IN ALL ITS BROCHURES, CATALOGUES AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC THAT RELATE TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | EXPENDITURES OF FEDERAL AWARDS: SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $ 93,526 FEDERAL DIRECT LOAN PROGRAM 14,653,221 FEDERAL WORK STUDY 103,870 PELL GRANT PROGRAM 1,952,938 FEDERAL PERKINS LOAN PROGRAM 417,205 EXPENDITURES OF STATE AWARDS: STATE CONTRACTUAL SCHOLARSHIP PROGRAM $ 783,544 NC LEGISLATIVE TUITION GRANTS 977,963 NC LOTTERY 107,625 NC PROSPECTIVE TEACHER AWARDS 2,500 NURSE SCHOLARS PROGRAM 20,000 TEACHER ASSISTANCE SCHOLARSHIP FUND 9,600 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 42261 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30696 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11565 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1081 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 41607 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 32570 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9037 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 3509 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 13700 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 4461 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 188 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 83868 | GrossReceiptsTotal |
| Charitable Contributions Total | 63266 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20602 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3509 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 13700 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4461 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1269 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22939 | DirectExpenseSummaryEvents |
| Net Income Summary | -2337 | 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 | TypeOfGrant |
| Number Of Recipients | 1181 | NumberOfRecipients |
| Amount Of Cash Grant | 9429083 | 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: SCHOLARSHIPS ARE MONITORED EACH YEAR BY FINANCIAL AID IN CONJUNCTION/CONSULTATION WITH THE ADVANCEMENT DEPARTMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL C MILLER | NamePerson |
| Base Compensation Filing Org | 226236 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13401 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 239637 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCES ARE GRANTED TO EMPLOYEES THAT ARE REQUIRED TO LIVE ON CAMPUS, ARE PART-TIME COACHES, OR IF INCLUDED IN TERMS OF EMPLOYMENT. SUCH ALLOWANCES ARE PROVIDED AS MONTHLY INCOME IN THE AMOUNT OF RENT AND AN ADDITIONAL 25% MARKUP TO COVER ANY TAXES. ANNUALLY, SUCH EMPLOYEES SIGN A RENTAL CONTRACT EACH JULY FOR THE UPCOMING LEASE TERM. |
| PART I, LINE 1B | INFORMATION REGARDING THE HOUSING ALLOWANCE IS CONTAINED IN THE EMPLOYEES' OFFER LETTERS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 561952154 | IssuerEIN |
| CUSIP Number | 65818PEN5 | CUSIPNumber |
| Date Issued | 2006-09-01 | DateIssued |
| Issue Price | 17850000 | IssuePrice |
| Description Of Purpose | FINANCING CAPITAL PROJECTS & REFINANCING EXISTING DEBT | 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 | 3810000 | AmountRetired |
| Total Proceeds | 17850000 | TotalProceeds |
| Issuance Costs From Proceeds | 231768 | IssuanceCostsFromProceeds |
| Capital Expenditures | 4635273 | CapitalExpenditures |
| Other Spent Proceeds | 12982959 | OtherSpentProceeds |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | 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 | 1 | 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 M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1585 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPT | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 14045 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RECEIPT/>$5K APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45817 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE PRICE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5775 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPT | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1031 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPT | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EDUC. EQUIPMENT | 11 | 29962 | DONOR RECEIPT/>$5K APPRAISAL |
| X | TRAVEL | 18 | 9324 | DONOR RECEIPT/>$5K APPRAISAL |
| X | EVENTS/TICKETS/CAMPS | 52 | 10096 | DONOR RECEIPT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTORS REFERENCED IN PART I, COLUMN B IS REPRESENTATIVE OF THE NUMBER OF CONTRIBUTIONS. |
| THIRD PARTY USE: | PART I, LINE 32B: | PFEIFFER UNIVERSITY CONTRACTS WITH AN ONLINE AUCTION COMPANY FOR ASSITANCE WITH THE ANNUAL HOMECOMING AUCTION. THE COMPANY PROVIDES A SPECIFIC WEB ADDRESS WHERE CONSTITUENTS CAN BID ONLINE AND PROVIDE MAXIMUM BIDS PRIOR TO THE LIVE AUCTION AT HOMECOMING. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF TRUSTEES HAS 34 VOTING MEMBERS, CONSISTING OF 32 BOARD TRUSTEES AND TWO EX-OFFICIO MEMBERS (THE PRESIDENT AND PRESIDENT-ELECT OF THE ALUMNI BOARD). THE EXECUTIVE COMMITTEE HOLDS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE BOARD CHAIR, PAST CHAIR, VICE-CHAIR, SECRETARY, TREASURER, AND CHAIRS OF ALL STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS FOR INDIVIDUAL REVIEW. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 IN DETAIL AT A SCHEDULED MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO EVERY BOARD OF TRUSTEE MEMBER, EMPLOYEE, INDEPENDENT CONTRACTOR AND VOLUNTEER AT PFEIFFER UNIVERSITY. ALL COVERED INDIVIDUALS MUST ANNUALLY REVIEW AND SIGN THE POLICY. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS BELIEVED TO EXIST, THE INDIVIDUAL MUST IMMEDIATELY AND FULLY DISCLOSE THE POTENTIAL CONFLICT IN WRITING TO THAT INDIVIDUAL'S IMMEDIATE SUPERVISOR OR TO THE PRESIDENT, PROVOST, VICE PRESIDENT OF FINANCIAL SERVICES OR THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE. THE AFOREMENTIONED PARTY WILL REVIEW SUCH CONFLICT AND APPROVE OR DISAPPROVE OF THE INDIVIDUAL'S INVOLVEMENT IN ANY TRANSACTIONS OR DECISIONS RELATED TO SUCH CONFLICT OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS PEER METRICS TO DETERMINE THE PRESIDENT'S COMPENSATION. ALL COMPENSATION MEETINGS AND DETERMINATIONS ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES, AND AGREED UPON TERMS AND CONDITIONS OF EMPLOYMENT ARE RECOGNIZED IN A SIGNED EMPLOYMENT AGREEMENT. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS BASED ON ANNUAL PERFORMANCE EVALUATIONS. THE DIRECT SUPERVISOR COMPLETES THE ANNUAL PERFORMANCE EVALUATIONS, THE SUPERVIOSR SIGNS THE EVALUATION. THE DEPARTMENT SUPERVISOR THEN REVIEWS AND SIGNS THE EVALUATION. AT THAT POINT THE EVALUATION IS SHARED WITH THE EMPLOYEE FOR ANY ADDITIONAL INPUT. THEN THE EMPLOYEE SIGNS THE DOCUMENT AND IT IS FORWARDED TO THE HUMAN RESOURCES DEPARTMENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. IN ADDITION, PFEIFFER UNIVERSIRY POSTS ITS CONFLICT OF INTEREST STATEMENT ONLINE AT THE PFEIFFER UNIVERSITY WEBSITE. | |
| FORM 990, PART VII, SECTION A, COLUMN F: | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -216,496. GAIN ON INTEREST RATE SWAP -245,096. CHANGE IN VALUE OF ANNUITY 4,863. CHANGE IN CASH SURRENDER VALUE 4,883. TOTAL TO FORM 990, PART XI, LINE 5: -451,846. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C, AUDIT/FINANCE COMMITTEE: | THE FINANCE/AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 1A | EACH TRUSTEE, EXCEPT THE EX-OFFICIO MEMBERS, SHALL BE ENTITLED TO ONE (1) VOTE ON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE TRUSTEES, OR SUBMITTED BY EMAIL BALLOT. THE VOTE OF A MAJORITY OF THE TRUSTEES ON ANY MATTER AT A MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE TRUSTEES ON THAT MATTER, UNLESS THE VOTE OF A GREATER NUMBER IS REQUIRED BY LAW OR BY THE CHARTER OR BYLAWS OF THE CORPORATION. ATTENDANCE BY TELECONFERENCE IS ACCEPTABLE TO CONSTITUTE A QUORUM AND TO VOTE ON A GIVEN MATTER. THE CHAIR OF THE FACULTY SENATE AND THE PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION SHALL BE EX-OFFICIO, NON-VOTING MEMBERS OF THE BOARD, AND THEIR TERMS ON THE BOARD SHALL COINCIDE WITH THEIR RESPECTIVE TERMS AS CHAIR OF THE FACULTY SENATE AND PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION. THE RESIDENT BISHOP OF THE WESTERN NORTH CAROLINA CONFERENCE AND THE SUPERINTENDENT OF THE ALBEMARLE DISTRICT SHALL SERVE AS EX-OFFICIO VOTING MEMBERS WHOSE TERMS ON THE BOARD SHALL COINCIDE WITH THEIR APPOINTED POSITIONS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, PAST CHAIR, VICE-CHAIR, SECRETARY, TREASURER, AND CHAIRS OF ALL STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE TRUSTEES. THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL CHARGE OF THE BUSINESS OF THE CORPORATION BETWEEN THE REGULAR MEETINGS OF THE BOARD AND SHALL HAVE AUTHORITY TO ACT UPON ALL MATTERS WHICH, IN THE JUDGMENT OF THE COMMITTEE, SHALL REQUIRE IMMEDIATE ACTION OR DECISION. IT SHALL HAVE GENERAL CHARGE OF THE FINANCIAL INTERESTS OF THE UNIVERSITY AND OF SECURING AND NEGOTIATING LOANS. THE COMMITTEE SHALL ENSURE THAT THE UNIVERSITY IS IN COMPLIANCE WITH THE APPROVED CAPITAL EXPENDITURE POLICY. DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL FINANCIAL AND EXECUTIVE BUSINESS, EXCEPT AS OTHERWISE MAY BE PROVIDED BY LAW OR BY THESE BYLAWS. THE COMMITTEE SHALL CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT'S PERFORMANCE AND COMPENSATION PACKAGE. MINUTES OF THE MEETINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE ACCURATELY RECORDED AND SHALL BE PRESENTED IN EACH CASE TO THE SUCCEEDING MEETING OF THE BOARD FOR APPROVAL AND RATIFICATION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPUS AT PFEIFFER LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 PARK ROAD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205671256 | EIN |
| Primary Activities | CAMPUS CAPITAL PROJECTS | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 4244874 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFEIFFER UNIVERSITY | BusinessNameLine1 |