2013-05-13T13:55:43-05:00 2012-06-30 570306533 DERRICK STUBBS & STITH LLP 508 HAMPTON STREET 1ST FLOOR COLUMBIA SC 29201 990 2011-07-01 570314404 NEWBERRY COLLEGE NEWB 8032765010 2100 COLLEGE STREET NEWBERRY SC 29108 KATHY WORSTER 8033213353 2013-05-10 1 ALAN F GRIMSLEY CPA P00557082 8037995810 2011 2016-02-24 21:20:13Z KATHY WORSTER 2100 COLLEGE STREET NEWBERRY SC 29108 35008758 0 X N/A X 1878 SC PROVIDE UNDERGRADUATE EDUCATION FOR APPROXIMATELY 981 STUDENTS. 25 24 463 0 0 0 4654461 2817480 31829245 31576870 668499 48539 996159 565869 38148364 35008758 13154041 12996026 0 0 8451125 9058418 88084 105906 130269 14729031 16785275 36422281 38945625 1726083 -3936867 58625034 55132683 28198828 29203602 30426206 25929081 NEWBERRY COLLEGE CHALLENGES AND NURTURES STUDENTS FOR LIFETIMES OF SERVICE AND LEADERSHIP THROUGH INTELLECTUAL TRANSFORMATION, SOCIAL DEVELOPMENT, A CULTURE OF PHYSICAL WELL-BEING, AND SPIRITUAL GROWTH BY PROVIDING A CHRISTIAN EDUCATION IN THE LUTHERAN TRADITION. 0 0 33561389 32196685 UNDERGRADUATE EDUCATION AND RELATED ACTIVITIES. 33561389 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 129 0 1 463 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 SC X X LANDEE BUZHARDT 8033213353 2100 COLLEGE STREET NEWBERRY SC 29108 BLACK DR LAURA N 1.00 X 0 0 0 BRIDGERS THE REV KIRK P 1.00 X 0 0 0 BRODIE III MR WILLARD O 1.00 X 0 0 0 BAILEY MS CINDEE 1.00 X 0 0 0 CARTER MR JOEL M 1.00 X 0 0 0 DIBIASE MR LARRY 1.00 X 0 0 0 DUKES MR WILLIAM B 1.00 X 0 0 0 HART MR R JONATHAN SHOT 1.00 X 0 0 0 JAMES II ROBERT BOB FRANKLIN 1.00 X 0 0 0 JOHNSTON II MR FRED B 1.00 X 0 0 0 MCDOWELL DR BETSY 1.00 X 0 0 0 NICHOLS DR J WADE 1.00 X 0 0 0 PEARCE MR HUGO A HAP 1.00 X 0 0 0 PEARSON MR L WAYNE 1.00 X 0 0 0 PRINCE MR MARSHALL 1.00 X 0 0 0 REID MR MICHAEL 1.00 X 0 0 0 SMITH MS BARBARA HARTLEY 1.00 X 0 0 0 SNYDER MR FRANK S 1.00 X 0 0 0 SURLES MR JOHN MICHAEL MIKE 1.00 X 0 0 0 TRAINOR MR JOE 1.00 X 0 0 0 WELLS MR ERIC 1.00 X 0 0 0 WEST MR BILLYE 1.00 X 0 0 0 VORPAGEL MR DAVID L 1.00 X 0 0 0 WILHELM REV MARK 1.00 X 0 0 0 YOOS III THE REV DR HERMAN R 1.00 X 0 0 0 YU MR EUGENE CHIN 1.00 X 0 0 0 DR MAURICE SCHERRENS 40.00 X 250000 0 0 KATHY WORSTER 40.00 X 130000 0 0 JAMES JOYNER 40.00 X 132500 0 0 DR VENARD KOERWER 40.00 X 249000 0 0 761500 0 0 4 1 1 0 ARAMARK PO BOX 828441 PHILADELPHIA PA 19182 DINING SERVICES AND FACILITIES 4560070 CITY OF NEWBERRY PO BOX 538 NEWBERRY SC 29108 FACILITIES SERVICES 929528 BB&T CORPORATION PO BOX 580364 CHARLOTTE NC 28258 FINANCING SERVICES 464827 MCWATERS PO BOX 2306 COLUMBIA SC 29202 FURNITURE SUPPLIER 388231 IBM CORPORATION PO BOX 534151 ATLANTA GA 30353 COMPUTER EQUIPMENT SUPPLIER 387420 20 382017 2435463 2817480 TUITION/FEES 900099 24356456 24356456 STUDENT SERVICES 900099 7220414 7220414 31576870 -5407 -5407 53946 0 53946 53946 53946 AUXILLARY ACTIVITIES 900004 565869 565869 565869 35008758 32196685 0 -5407 12996026 12996026 761500 761500 8323938 7317369 1006569 -27020 -9442 -17578 589028 589028 16309 16309 105906 105906 38354 38354 291350 238055 53295 98582 98582 637989 441946 191835 4208 18777 10888 4592 3297 745500 745500 2220636 2220636 418588 418588 STUDENT SERVICE 8702041 8702041 AUXILIARY ENTERPRISES 1759472 1551517 207955 SUPPLIES 640719 625737 14982 POSTAGE & SHIPPING 222633 25378 180397 16858 385297 344850 40447 38945625 33561389 5253967 130269 1604960 2970086 373834 235013 4256150 3864979 13163 13160 60185806 33148059 28563051 27037747 20428642 17731614 3385234 3280084 58625034 55132683 1372448 1132956 1976155 1726895 23670148 22338122 1180077 4005629 28198828 29203602 X 4077758 729395 5146855 1444063 21201593 23755623 30426206 25929081 58625034 55132683 X -3936867 -560258 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17883820 229852 -516356 2426080 15171236 14752011 245341 3770588 884120 17883820 12969719 943938 1500364 662010 14752011 17279453 735466 -4136210 908990 12969719 0.00000 1.00000 0 0 1411789 1411789 40028082 17813546 22214536 3604245 2713047 891198 15141690 12621466 2520224 27037747 BONDS 3476890 F COMMON EQUITY 2661994 F HEDGE FUNDS 2177835 F MUTUAL FUNDS 1291610 F STOCKS 7877215 F US GOV'T BONDS 246070 F 17731614 CSV LIFE INSURANCE 464904 FUNDS IN TRUST 2101590 OTHER ASSETS 576924 PREPAID EXPENSE 136666 3280084 CAPITAL LEASE 5869 DEPOSITS 372711 LINE OF CREDIT 3000000 PERKINS FUNDS 627049 4005629 35008758 38945625 -3936867 -560258 -560258 -4497125 21452474 -560258 -560258 22012732 12996026 12996026 35008758 25949599 0 25949599 12996026 12996026 38945625 PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,996,026. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,996,026. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING AND RECRUITING MATERIALS AND THE STUDENT HANDBOOKS AND CATALOGUES. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN LOANS TO STUDENTS UNDER FEDERAL DIRECT LOANS. 0 CORPORATE DEVELOPMINT LLC 4000 FABER PLACE DRIVE SUITE 130 CHARLESTON SC 294058585 CONSULTING/DEV OF STRATEGIES FOR GIFT SOLICITATION 0 0 90906 -90906 JAMES HALE 2005 COLLEGE STREET NEWBERRY SC 29108 CUNSULTING/GIFT SOLICITATION 0 0 15000 -15000 105906 -105906 1 SCHOLARSHIPS 12224552 X X 0 0 0 0 0 0 0 0 0 DR MAURICE SCHERRENS 250000 0 0 0 0 0 0 0 0 0 250000 0 0 0 DR VENARD KOERWER 249000 0 0 0 0 0 0 0 0 0 249000 0 249000 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C DURING BOARD OF TRUSTEE MEETINGS IF THERE IS DISCUSSION THAT IS POTENTIALLY GOING TO CAUSE A CONFLICT OF INTEREST ISSUE ALL PARTIES ARE RECOGNIZED AND THEN THEY RECUSE THEMSELVES FROM ALL DISCUSSIONS ON SAID TOPIC. THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS ARE NOTING THAT THERE IS A POTENTIAL CONFLICT OF INTEREST AND THE STEPS TAKEN TO MONITOR AND ENFORCE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE ON THE BOARD OF TRUSTEES APPROVES ALL CONTRACT TEMPLATES AND INDIVIDUAL CONTRACTS FOR TOP MANAGEMENT AND THE PRESIDENT. HR DEPARTMENT PROVIDES COMPARABLE DATA. THE CONTRACT FOR TOP MANAGEMENT AND THE PRESIDENT MUST ALSO BE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE GIVEN TO THE BOARD OF TRUSTEES ALONG WITH ALL UPDATES AS NEEDED. ALL GOVERNING DOCUMENTS RELATING TO THE FACULTY ARE GIVEN TO EACH MEMBER BY THE APPROPRIATE HEADS AND AT MONTHLY FACULTY MEETINGS. SOME OF THE DOCUMENTS ARE ALSO LOCATED ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -560,258. NEWBERRY COLLEGE FOUNDATION BOARD OF VISITORS 2100 COLLEGE STREET NEWBERRY SC 29108 576026382 SC 501(C)3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0