CLAFLIN UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLAFLIN UNIVERSITY (EIN 57-0314374)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-08
- IRS object ID
- 201340679349300009
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-08T10:07:53-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVENUE SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | 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 | 570314374 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAFLIN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAF | NameControl |
| Phone | 8035355413 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MAGNOLIA ST | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIJUANA HUDSON | Name |
| Title | VICE PRESIDENT FISCAL AFFAIRS | Title |
| Phone | 8035355413 | Phone |
| Date Signed | 2013-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | 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 | DR HENRY N TISDALE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MAGNOLIA ST | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66522951 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CLAFLIN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | CLAFLIN UNIVERSITY IS AN INDEPENDENT, LIBERAL ARTS, CO-EDUCATIONAL, HISTORICALLY BLACK INSTITUTION THAT IS AFFILIATED WITH THE UNITED METHODIST CHURCH. IT IS DEDICATED TO EDUCATIONAL EXCELLENCE AND TO PREPARING STUDENTS WITHOUT REGARD TO GENDER, RACE, RELIGION OR ETHNIC ORIGIN. IT IS COMMITTED TO OFFERING QUALITY UNDERGRADUATE PROGRAMS, SELECT GRADUATE PROGRAMS, AND VIABLE CONTINUING EDUCATION OPPORTUNITIES. IN FISCAL YEAR 2012, APPROXIMATELY 1,961 STUDENTS WERE ENROLLED AT THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1209 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | -11210 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -11210 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17999684 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16234630 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34061208 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36118858 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1463153 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1108296 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -58494 | OtherRevenuePriorYear |
| Other Revenue Current Year | -45800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 53465551 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53415984 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6037218 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6458027 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23059670 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22730224 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 102448 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 139121 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1000328 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21753846 | OtherExpensePriorYear |
| Other Expenses Current Year | 20847011 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 50953182 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50174383 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2512369 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3241601 | RevenuesLessExpensesCY |
| Total Assets BOY | 81430249 | TotalAssetsBOY |
| Total Assets EOY | 79951767 | TotalAssetsEOY |
| Total Liabilities BOY | 29593796 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25820862 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 51836453 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 54130905 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CLAFLIN IS COMMITTED TO EXCELLENCE IN TEACHING, RESEARCH, AND CREATIVE EXPRESSION. WE ARE GUIDED BY A SET OF PRINCIPLES THAT HELP US WORK TOWARD OUR GOAL OF EQUIPPING STUDENTS WITH THE NECESSARY TOOLS FOR PERSONAL AND PROFESSIONAL GROWTH. WE ARE COMMITTED TO OFFERING QUALITY UNDERGRADUATE PROGRAMS, INNOVATIVE GRADUATE PROGRAMS, AND VIABLE CONTINUING EDUCATION OPPORTUNITIES. BY DESIGN, WE HAVE EMERGED AS A NATIONAL LEADER IN COMPREHENSIVE EDUCATION AND CONTINUE TO ENGAGE IN A STRATEGIC PLAN WHICH OUTLINES AN ENHANCED VISION OF ACADEMIC EXCELLENCE WITH GREATER EMPHASIS ON RESEARCH, SCHOLARLY CONTRIBUTIONS AND CREATIVE ACTIVITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35577182 | Expense |
| Grants | 6458027 | Grants |
| Revenue | 36130068 | Revenue |
| Description | PROVIDE EDUCATIONAL OPPORTUNITY FOR STUDENTS OF POTENTIAL WHO DESIRE A LIBERAL ARTS EDUCATION WITHIN A CHRISTIAN ENVIRONMENT. IN FISCAL YEAR 2012, APPROXIMATELY 1,961 STUDENTS WERE ENROLLED AT THE UNIVERSITY. | Description |
| Total Program Service Expense | 35577182 | 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 | 1 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | 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 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 236 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1209 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 0 | QuidProQuoContributions |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 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 | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIJUANA HUDSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8035355197 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MAGNOLIA STREET | AddressLine1 |
| City | ORANGEBURG | City |
| State | SC | State |
| ZIP Code | 29115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MR JAMES A BENNETT | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR MICHAEL R BRENAN | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR MOSES L HARVIN | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR ALBERT HUMPHREY | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR CAROLYN JENKINS | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MS MATTIE M MALLORY | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| REV LARRY D MCCUTCHEON | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MS CYNTHIA ANDERSON | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR GREGORY A CUMMINGS | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR DAVID CAMPBELL | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MS VIRGINIA MAXWELL GROSE | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR ISAAC TEMPLETON JR | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR MARSHALL CLARKE | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR C JOHN HIPP III | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR WILLIAMS JOHNSON | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR JAMES LEHMAN | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR KENNETH E MIDDLETON | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR TED CREECH | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| MR CALVIN ELAM | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| PAUL V FANT | ||||||||
| CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X | ||
| REV HUGH A WESTBROOK | ||||||||
| VICE CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X | ||
| MS CAROLINE N WATSON | ||||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X | ||
| MS NANCY WILSON YOUNG | ||||||||
| ASSOCIATE SECRETARY | 0.50 | X | 0 | 0 | 0 | X | ||
| DR HENRY N TISDALE | ||||||||
| PRESIDENT | 40.00 | 291995 | 0 | 65081 | X | |||
| GEORGE MILLER | ||||||||
| VP - ACADEMIC AFFAIRS | 40.00 | 155640 | 0 | 5319 | X | |||
| ZIA HASAN | ||||||||
| VP - INSTITUTIONAL EFFECTIVENESS | 40.00 | 159133 | 0 | 0 | X | |||
| LEROY A DURANT | ||||||||
| VP - STUDENT DEVELOPMENT | 40.00 | 137922 | 0 | 0 | X | |||
| WHITTAKER VERNON MIDDLETON | ||||||||
| VP - INSTITUTIONAL ADVANCEMENT | 40.00 | 135655 | 0 | 0 | X | |||
| DREXEL BERNARD BALL | ||||||||
| EXECUTIVE VP | 40.00 | 137375 | 0 | 7622 | X | |||
| OMAR BAGASRA | ||||||||
| PROFESSOR/DIRECTOR OF SC CENTER FOR BIOTECHNOLOGY | 40.00 | 120132 | 0 | 7622 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1137852 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 85644 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | 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 |
|---|---|---|---|---|---|
| SODEXHO INC & AFFLIATES | |||||
| PO BOX 352 | BUFFALO | NY | 14240 | FOOD & PLANT SERVICES | 4941402 |
| NEBRASKA BOOKS | |||||
| 4700 S 19TH STREET | LINCOLN | NE | 68512 | MANAGEMENT OF BOOK STORE | 1270465 |
| PDA DESIGN SERVICES INC | |||||
| 25350 HIGHWAY 101 SOUTH | GREER | SC | 29651 | ARCHITECTURAL SERVICES | 983619 |
| SOUTHERN ENERGY MANAGEMENT | |||||
| 101 KITTY HAWK DRIVE | MORRISVILLE | NC | 27560 | CONSTRUCTION | 726918 |
| LLOYED ROOFING COMPANY | |||||
| PO BOX 49308 | GREENWOOD | SC | 29649 | ROOFING SERVICES | 574310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 121250 | FundraisingEvents |
| Government Grants | 13053455 | GovernmentGrants |
| All Other Contributions | 3059925 | AllOtherContributions |
| Noncash Contributions | 233205 | NoncashContributions |
| Total Contributions | 16234630 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 25734734 | 25734734 | |
| ROOM AND BOARD FEES | 900099 | 9296831 | 9296831 | |
| OTHER REVENUE | 900099 | 1087293 | 1098503 | -11210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36118858 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 442184 | TotalRevenueColumn |
| Exclusion | $442,184 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13678400 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13012288 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 666112 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 666112 | TotalRevenueColumn |
| Exclusion | $666,112 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48879 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 121250 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 94679 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45800 | TotalRevenueColumn |
| Exclusion | -$45,800 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53415984 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36130068 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -11210 | UnrelatedBusinessRevenue |
| Exclusion | $1,062,496 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6458027 | Total |
| Program Services | 6458027 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518035 | Total |
| Management And General | 518035 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19182235 | Total |
| Program Services | 14828920 | ProgramServices |
| Management And General | 3600986 | ManagementAndGeneral |
| Fundraising | 752329 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756153 | Total |
| Program Services | 472240 | ProgramServices |
| Management And General | 251768 | ManagementAndGeneral |
| Fundraising | 32145 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838069 | Total |
| Program Services | 780679 | ProgramServices |
| Management And General | 36378 | ManagementAndGeneral |
| Fundraising | 21012 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435732 | Total |
| Program Services | 1041822 | ProgramServices |
| Management And General | 338189 | ManagementAndGeneral |
| Fundraising | 55721 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56987 | Total |
| Management And General | 56987 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139121 | Total |
| Fundraising | 139121 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172367 | Total |
| Management And General | 172367 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5759131 | Total |
| Program Services | 2877589 | ProgramServices |
| Management And General | 2881542 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148244 | Total |
| Program Services | 32564 | ProgramServices |
| Management And General | 115680 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2971086 | Total |
| Program Services | 1883805 | ProgramServices |
| Management And General | 1087281 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1828584 | Total |
| Program Services | 422597 | ProgramServices |
| Management And General | 1405987 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1047303 | Total |
| Program Services | 838351 | ProgramServices |
| Management And General | 208952 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354829 | Total |
| Program Services | 228814 | ProgramServices |
| Management And General | 126015 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2691233 | Total |
| Program Services | 1930073 | ProgramServices |
| Management And General | 761160 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568976 | Total |
| Program Services | 68861 | ProgramServices |
| Management And General | 500115 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 3420426 | 1890321 | 1530105 | |
| MISCELLANEOUS EXPENSES | 1764932 | 1764932 | 0 | |
| HONORARIA | 48371 | 46905 | 1466 | 0 |
| EDUCATION TRAINING | 14542 | 10682 | 3860 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50174383 | Total |
| Program Services | 35577182 | ProgramServices |
| Management And General | 13596873 | ManagementAndGeneral |
| Fundraising | 1000328 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682155 | BOY |
| EOY | 969679 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379725 | BOY |
| EOY | 323885 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6335243 | BOY |
| EOY | 5518916 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818775 | BOY |
| EOY | 924296 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1204729 | BOY |
| EOY | 1075763 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212698 | BOY |
| EOY | 240518 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 87232065 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35909572 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51860639 | BOY |
| EOY | 51322493 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19684267 | BOY |
| EOY | 19330931 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252018 | BOY |
| EOY | 245286 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81430249 | BOY |
| EOY | 79951767 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5797811 | BOY |
| EOY | 4202978 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2791525 | BOY |
| EOY | 1428577 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16895000 | BOY |
| EOY | 16160000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403000 | BOY |
| EOY | 653000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3706460 | BOY |
| EOY | 3376307 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29593796 | BOY |
| EOY | 25820862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25299557 | BOY |
| EOY | 31057631 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8776662 | BOY |
| EOY | 4186981 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17760234 | BOY |
| EOY | 18886293 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51836453 | BOY |
| EOY | 54130905 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81430249 | BOY |
| EOY | 79951767 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3241601 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -947149 | 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 |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12879457 | BeginningOfYearBalance |
| Contributions | 997770 | Contributions |
| Investment Earnings Or Losses | 99580 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 924608 | GrantsOrScholarships |
| End Of Year Balance | 13052199 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10876199 | BeginningOfYearBalance |
| Contributions | 1210620 | Contributions |
| Investment Earnings Or Losses | 2005586 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1212948 | GrantsOrScholarships |
| End Of Year Balance | 12879457 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9419818 | BeginningOfYearBalance |
| Contributions | 867897 | Contributions |
| Investment Earnings Or Losses | 777356 | InvestmentEarningsOrLosses |
| Other Expenditures | 188872 | OtherExpenditures |
| End Of Year Balance | 10876199 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9637315 | BeginningOfYearBalance |
| Contributions | 1570951 | Contributions |
| Investment Earnings Or Losses | -1344267 | InvestmentEarningsOrLosses |
| Other Expenditures | 444181 | OtherExpenditures |
| End Of Year Balance | 9419818 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.96580 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03420 | 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 | 1134060 | OtherCostOrOtherBasis |
| Book Value | 1134060 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 61075821 | OtherCostOrOtherBasis |
| Depreciation | 25634085 | Depreciation |
| Book Value | 35441736 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24482395 | OtherCostOrOtherBasis |
| Depreciation | 10275487 | Depreciation |
| Book Value | 14206908 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 539789 | OtherCostOrOtherBasis |
| Book Value | 539789 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51322493 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY FUNDS | 1305155 | F |
| UMC BOARD OF HIGHER ED COLLEGE FUND ENDOW | 306144 | F |
| UMC BOARD OF HIGHER ED INVESTMENT POOL | 894290 | F |
| MONEY MARKET & PASSBOOK SAVINGS | 699587 | F |
| FUNDS HELD IN TRUSTS | 375315 | F |
| CORPORATE STOCKS | 6333219 | F |
| CORPORATE BONDS | 3272479 | F |
| GOVERNMENT BONDS | 1409695 | F |
| MUTUAL FUNDS | 4284220 | F |
| ALTERNATIVE INVESTMENTS | 450827 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19330931 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $825,481 |
| U. S. DEPARTMENT OF EDUCATION REFUNDABLE ADVANCES | $1,266,290 |
| OBLIGATIONS UNDER CAPITAL LEASE | $375,164 |
| OTHER LIABLITIES | $909,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3376307 | TotalOfAmounts |
| Total Revenue | 53415984 | TotalRevenue |
| Total Expenses | 50174383 | TotalExpenses |
| Excess Or Deficit For Year | 3241601 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -784979 | NetUnrealizedGLOnInvestments |
| Other | -$162,170 | OtherAmount |
| Total Adjustments | -947149 | TotalAdjustments |
| Excess Or Deficit Per FS | 2294452 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 45944340 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -6458027 | OtherRevenues |
| Revenue Not Rptd F990 | -6458027 | RevenueNotRptdF990 |
| Revenue Subtotal | 52402367 | RevenueSubtotal |
| Other Revenues Not Included | 1013617 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1013617 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53415984 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43638668 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 94679 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 94679 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43543989 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 172367 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6458027 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6630394 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 50174383 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE MUSEUM, AS WELL AS POINTS ABOUT THE CAMPUS GROUNDS, CONTAIN BOTH PERMANENT AND ONGOING ART EXHIBITS AND ARE OPEN TO UNIVERSITY STUDENTS AND THE PUBLIC. PUBLIC SCHOOL STUDENTS AND THE LOCAL COMMUNITY OFTEN VISIT THE MUSEUM AND OTHER PARTS OF THE CAMPUS WHERE ART IS EXHIBITED. THE MUSEUM IS AN INTEGRAL PART OF OUR PEDAGOGY FOR STUDENTS MAJORING IN ART, AS WELL AS ALL OTHER STUDENTS. THE MUSEUM COLLECTION, AND OTHER ART ABOUT THE CAMPUS, FURTHER SUPPORT THE MISSION OF THE UNIVERSITY BY PROVIDING VALUABLE EXPOSURE TO THE ARTS FOR OUR STUDENTS AND WORKING TO PRESERVE THE ARTS FOR FUTURE GENERATIONS. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF EDUCATIONAL PURPOSES BASED ON DONOR-IMPOSED RESTRICTIONS IN THE GIFT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | MANAGEMENT HAS EVALUATED THE EFFECT OF FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. 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, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN BENEFICIAL INTEREST IN TRUST -6,333. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -155,837. TOTAL TO SCHEDULE D, PART XI, LINE 8: -162,170. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNTS SHOWN AS NET OF REVENUE ON FINANCIAL STATEMENTS -6,458,027. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT INCOME SHOWN AS NON-OPERATING ITEMS ON FINANCIALS 442,184. GAIN ON SALE OF SECURITIES SHOWN AS NON-OPERATING ITEM ON FINANCIALS 666,112. FUNDRAISING EXPENSES SHOWN NET OF REVENUE ON 990 -94,679. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSES SHOWN NET OF REVENUE ON 990 94,679. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNTS SHOWN AS NET OF REVENUE ON FINANCIAL STATEMENTS 6,458,027. | 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 | NON-DISCRIMINATION STATEMENTS ARE PRINTED ON THE APPLICATION FOR ADMISSIONS AND COLLEGE BROCHURE MATERIALS. IT IS ALSO BROADCAST IN MEDIA AND NEWSPAPER ON AN ANNUAL BASIS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | CLAFLIN UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM VARIOUS AGENCIES OF THE UNITED STATES AND AGENCIES OF THE GOVERNMENT OF THE STATE OF SOUTH CAROLINA. THE FINANCIAL AID AND/OR ASSISTANCE IS FOR RESEARCH PERFORMED BY PROFESSORS OF THE UNIVERSITY FOR VARIOUS AGENCIES. OTHER FINANCIAL AID AND/OR ASSISTANCE ARE PASSTHROUGH FUNDS OF THE TITLE IV AND/OR STATE OF SOUTH CAROLINA FINANCIAL AID FOR ITS STUDENTS, AS WELL AS AGENCY FUNDS WHEREBY THE UNIVERSITY IS A DISBURSING AGENT ACTING ON BEHALF OF A GOVERNMENT AGENCY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| CARNEGIE COMMUNICATIONS | ||||||||
| 2 LAN DRIVE SUITE 120 | WESTFORD | MA | 01886 | SUPPORT THE UNIVERSITY IN FUNDRAISING EFFORTS | 0 | 0 | 10049 | -10049 |
| SKYSTONE RYAN INC | ||||||||
| 635 WEST SEVENTH STREET SUITE 107 | CINCINNATI | OH | 45203 | SUPPORT THE UNIVERSITY IN CAPITAL CAMPAIGN EFFORTS | 0 | 0 | 129072 | -129072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 139121 | TotalRetainedByContractors |
| Total Net To Organization | -139121 | TotalNetToOrganization |
| Licensed States | SC | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL PRESIDENT'S SCHOLARSHIP GALA | NameOfEvent1 |
| Gross Receipts Event1 | 148629 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 99750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 48879 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 92679 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CLAFLIN GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 21500 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 21500 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 2000 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 170129 | GrossReceiptsTotal |
| Charitable Contributions Total | 121250 | CharitableContributionsTotal |
| Gross Revenue Total Events | 48879 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 94679 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 94679 | DirectExpenseSummaryEvents |
| Net Income Summary | -45800 | 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 | TUITION DISCOUNTS & SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 964 | NumberOfRecipients |
| Amount Of Cash Grant | 6458027 | 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 COLLEGE'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS REQUIRES THE VERIFICATION OF 1) ENROLLMENT STATUS, 2) NUMBER OF HOURS ENROLLED, 3) NUMBER OF EARNED CREDIT HOURS, 4) GPA, AND 5) HOUSING STATUS. IN ADDITION, A REVIEW OF STUDENT ACADEMIC PERFORMANCE IS CONDUCTED EACH SEMESTER TO DETERMINE OVERALL STANDING IN RELATION TO THE COLLEGE'S ESTABLISHED SATISFACTORY ACADEMIC POLICY (SAP). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR HENRY N TISDALE | |||||||||||||
| 291995 | 0 | 0 | 0 | 0 | 0 | 65081 | 0 | 0 | 0 | 357076 | 0 | 0 | 0 |
| GEORGE MILLER | |||||||||||||
| 155640 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5319 | 0 | 160959 | 0 | 0 | 0 |
| ZIA HASAN | |||||||||||||
| 159133 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 159133 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE PRESIDENT IS PROVIDED WITH A RESIDENCE FOR PERSONAL USE. THE RESIDENCE IS PROVIDED FOR THE CONVENIENCE OF THE COLLEGE IN HAVING THE FUNCTIONS OF THE OFFICE OF THE PRESIDENT EFFICIENTLY CONDUCTED AND AS A CONDITION OF EMPLOYMENT AS PRESIDENT OF THE COLLEGE. THE PRESIDENT IS ALSO PROVIDED WITH CLEANING SERVICES FOR HIS RESIDENCE. |
| PART I, LINE 4B | AMOUNTS CONTRIBUTED TO DR. TISDALE'S SECTION 457F AND 457B PLANS WERE $54,910 AND $13,000, RESPECTIVELY. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL FACILITIES AUTHORITY FOR PRIVATE INSITUTIONS OF HIGHER LEARNING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 576000286 | IssuerEIN |
| CUSIP Number | 836896EX4 | CUSIPNumber |
| Date Issued | 2003-06-02 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | EDUCATIONAL FACILITIES | 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) |
|---|---|---|
| Total Proceeds | 20000000 | TotalProceeds |
| Refunding Escrow | 3860000 | RefundingEscrow |
| Issuance Costs From Proceeds | 206000 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 104000 | WorkingCapitalExpenditures |
| Capital Expenditures | 15793370 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | 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 |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| 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 | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AT&T | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TED CREECH, BOARD OF TRUSTEES MEMBER IS AT&T'S DIRECTOR OF EXTERNAL AFFAIRS | Relationship |
| Amount Of Transaction | 220052 | AmountOfTransaction |
| Description Of Transaction | TED CREECH IS A MEMBER OF THE BOARD OF TRUSTEES OF CLAFLIN UNIVERSITY AND ALSO THE DIRECTOR OF EXTERNAL AFFAIRS FOR AT&T. AT&T PROVIDED TELEPHONE SERVICES TO THE UNIVERSTIY. THE TRANSACTIONS WERE CONDUCTED AT ARM'S LENGTH AND AT FAIR MARKET VALUE. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5618 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SOFTWARE | 1 | 227587 | FAIR MARKET VALUE |
| X | SOD | 1 | 5472 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE 990 PRIOR TO FILING FOR THIER REVIEW AND COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICTS OF INTEREST POLICY IS REVIEWED ANNUALLY DURING THE FALL BOARD MEETING. BOARD MEMBERS AND KEY EMPLOYEES SIGN AN ANNUAL STATEMENT TO ACKNOWLEDGE THAT NO CONFLICTS EXIST. IN THE COURSE OF MEETINGS AND/OR ACTIVITIES, A BOARD MEMBER OR KEY EMPLOYEE WILL DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE HE/SHE, INCLUDING THEIR BUSINESS AND/OR OTHER NON-PROFIT AFFILIATIONS, FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER, OR CLOSE ASSOCIATE WILL RECEIVE A POTENTIAL BENEFIT OR GAIN. AFTER DISCLOSURE OF ANY POSSIBLE CONFLICT OF INTEREST, THE PERSON WILL BE ASKED TO LEAVE THE ROOM FOR THE DISCUSSION AND WILL NOT BE PERMITTED TO VOTE ON THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES COMPARABILITY DATA (FROM FORMS 990 OF OTHER ORGANIZATIONS AND FROM COMPENSATION SURVEYS) TO DETERMINE THE SALARY FOR THE PRESIDENT. THE PRESIDENT'S SALARY IS DETERMINED AND APPROVED BY THE INDEPENDENT BOARD OF TRUSTEES AFTER AN ANNUAL REVIEW AND AFTER THE COMPARABILITY DATA IS REVIEWED. THE INDIVIDUALS APPROVING THE COMPENSATION AND THE DATA UPON WHICH THEY RELIED IS DOCUMENTED BY FORMAL LETTER TO THE PRESIDENT. THE PRESIDENT FOLLOWS SIMILAR GUIDELINES IN HIS DETERMINATION OF COMPENSATION FOR OTHER KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -784,979. CHANGE IN BENEFICIAL INTEREST IN TRUST -6,333. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -155,837. TOTAL TO FORM 990, PART XI, LINE 5: -947,149. | CHANGES IN NET ASSETS OR FUND BALANCES: |