REINHARDT UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- REINHARDT UNIVERSITY (EIN 58-0603153)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-03
- IRS object ID
- 201200949349300300
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-03T07:33:03-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metcalf Davis CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Peachtree Road NE Suite 2600 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303261089 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580603153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reinhardt University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REIN | NameControl |
| Phone | 7707205600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 Reinhardt Circle | AddressLine1 |
| City | Waleska | City |
| State | GA | State |
| ZIP Code | 301835602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert G McKinnon | Name |
| Title | VP, Finance/Administration | Title |
| Phone | 7707205600 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Arthur H Metcalf II | Name |
| Phone | 4042641700 | Phone |
| Date Prepared | 2012-03-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr J Thomas Isherwood | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 Reinhardt Circle | AddressLine1 |
| City | Waleska | City |
| State | GA | State |
| ZIP Code | 301835602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64820797 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.reinhardt.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | The purpose of Reinhardt University is to provide for its students baccalaureate and graduate education at a Methodist, coeducational university that is challenging, caring, and committed to the individual. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 520 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 167 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2609 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2240252 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1426264 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19862898 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20864623 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1094561 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3187605 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 78812 | OtherRevenuePriorYear |
| Other Revenue Current Year | -38387 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23276523 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25440105 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4447162 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4401888 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11219383 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11834023 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 375151 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10325200 | OtherExpensePriorYear |
| Other Expenses Current Year | 10296989 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25991745 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26532900 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2715222 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1092795 | RevenuesLessExpensesCY |
| Total Assets BOY | 78477259 | TotalAssetsBOY |
| Total Assets EOY | 81073947 | TotalAssetsEOY |
| Total Liabilities BOY | 13156787 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12591100 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65320472 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68482847 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The purpose of Reinhardt University is to provide for its students baccalaureate and graduate education at a Methodist, coeducational university that is challenging, caring, and committed to the individual. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9007187 | Expense |
| Revenue | 17067854 | Revenue |
| Description | Instruction - Instruction and academic programs leading to bachelor's and master's level degrees for Reinhardt students. (1,219 students) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4384199 | Expense |
| Revenue | 3657250 | Revenue |
| Description | Auxiliary enterprises - Residence halls, food service, and other support for the instructional program of the University. (1,219 students) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4243737 | Expense |
| Revenue | 139519 | Revenue |
| Description | Student services - Student development, counseling, athletics, admissions, financial aid administration, records, and other support for the instructional program of the University. (1,219 students) | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4401888 | Expense |
| Grants | 4401888 | Grants |
| Description | Financial Aid - Scholarships and other financial assistance for students attending the University. (807 students) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4401888 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 4401888 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 22037011 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 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 | 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 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 520 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert G McKinnon VP FinanceAdm | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7707205600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7300 Reinhardt Circle | AddressLine1 |
| City | Waleska | City |
| State | GA | State |
| ZIP Code | 301835602 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| William G Hasty Jr | ||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | |||
| G Cecil Pruett | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | |||
| John H Bennett Jr | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |||
| Jesse M Black Jr | ||||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | |||
| Marshall Day Sr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Christopher E Dupree | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| James K Hasson Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donald A Hausfeld | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William J Hearn Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| James B Mooneyhan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| C Ken White | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert E Byrd | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Thomas W Carter | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Raymon H Cox | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sharon A Gay | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| The Honorable Calvin J Hill Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Deborah A Marlowe | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| ER Mitchell Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Hugh Peterson Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| AR Roberts III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Nancy G Simms | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Tom A Simpson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Steve Stancil | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gary C Waddell | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kathy Thomas Young | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Paul H Anderson Sr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charles Cobb Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| G Dennis Harris Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| The Honorable Joe F Harris | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert P Hunter Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lynn H Johnston | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Norman W Paschall | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Marion T Pope Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Randall O Porter | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charles B Upshaw Jr MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sam Hamby | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Don Howard | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Calvin Hill | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| George McClure | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Beth Adams Bowser | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Dr J Thomas Isherwood | ||||||||
| President | 50.00 | 232768 | 0 | 42915 | X | |||
| Robert G McKinnon | ||||||||
| VP, Finance/Administration | 50.00 | 126221 | 0 | 11336 | X | |||
| Dr Robert Driscoll | ||||||||
| VP, Academic Administratio | 50.00 | 128578 | 0 | 0 | X | |||
| Dr Roger Lee | ||||||||
| VP, Student Affairs | 50.00 | 86666 | 0 | 16086 | X | |||
| Jo Ellen Wilson | ||||||||
| VP, External Affairs | 50.00 | 113969 | 0 | 10066 | X | |||
| Dr Donald Wilson | ||||||||
| Dean - School of Business | 35.00 | 139300 | 0 | 7609 | X | |||
| Peter Bromstad | ||||||||
| Controller/Adjunct Profess | 50.00 | 106164 | 0 | 16869 | X | |||
| Dr Floyd Falaney | ||||||||
| President Emeritus | 10.00 | 29387 | 0 | 3249 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 933666 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104881 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark | |||||
| Box 195832 | Atlanta | GA | 30384 | Food services | 943407 |
| Padget Group | |||||
| 140 Mountain Brook Drive | Canton | GA | 30115 | Mechanical Contracting | 232557 |
| Merrill Lynch | |||||
| 3455 Peachtree Road NE | Atlanta | GA | 30326 | Investment Advisory Fees | 151593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 132474 | FundraisingEvents |
| Government Grants | 32736 | GovernmentGrants |
| All Other Contributions | 1261054 | AllOtherContributions |
| Noncash Contributions | 56368 | NoncashContributions |
| Total Contributions | 1426264 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Fees | 611710 | 17067854 | 17067854 |
| Auxiliary services | 611710 | 3657250 | 3657250 |
| Student Activities | 611710 | 139519 | 139519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20864623 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 760597 | TotalRevenueColumn |
| Exclusion | $760,597 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41733221 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39306213 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2427008 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2427008 | TotalRevenueColumn |
| Exclusion | $2,427,008 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35925 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 132474 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 74479 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -38554 | TotalRevenueColumn |
| Exclusion | -$38,554 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Income (loss) from par | Description |
| Business Code | 523000 | BusinessCode |
| Total Revenue Column | 167 | TotalRevenueColumn |
| Unrelated Business Revenue | 167 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 167 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25440105 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20864623 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 167 | UnrelatedBusinessRevenue |
| Exclusion | $3,149,051 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4249796 | Total |
| Program Services | 4249796 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152092 | Total |
| Program Services | 152092 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005530 | Total |
| Program Services | 140651 | ProgramServices |
| Management And General | 744333 | ManagementAndGeneral |
| Fundraising | 120546 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9725957 | Total |
| Program Services | 8569269 | ProgramServices |
| Management And General | 1012888 | ManagementAndGeneral |
| Fundraising | 143800 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328544 | Total |
| Program Services | 237653 | ProgramServices |
| Management And General | 87402 | ManagementAndGeneral |
| Fundraising | 3489 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773992 | Total |
| Program Services | 633488 | ProgramServices |
| Management And General | 120848 | ManagementAndGeneral |
| Fundraising | 19656 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975 | Total |
| Management And General | 975 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50200 | Total |
| Management And General | 50200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151593 | Total |
| Management And General | 151593 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16472 | Total |
| Program Services | 15222 | ProgramServices |
| Fundraising | 1250 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325165 | Total |
| Program Services | 213265 | ProgramServices |
| Management And General | 102722 | ManagementAndGeneral |
| Fundraising | 9178 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347352 | Total |
| Program Services | 1107761 | ProgramServices |
| Management And General | 222739 | ManagementAndGeneral |
| Fundraising | 16852 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63507 | Total |
| Program Services | 7399 | ProgramServices |
| Management And General | 56108 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240181 | Total |
| Program Services | 1122684 | ProgramServices |
| Management And General | 117488 | ManagementAndGeneral |
| Fundraising | 9 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60549 | Total |
| Program Services | 48652 | ProgramServices |
| Management And General | 10652 | ManagementAndGeneral |
| Fundraising | 1245 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817949 | Total |
| Program Services | 810105 | ProgramServices |
| Management And General | 6878 | ManagementAndGeneral |
| Fundraising | 966 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453661 | Total |
| Program Services | 453661 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2040953 | Total |
| Program Services | 1881466 | ProgramServices |
| Management And General | 132955 | ManagementAndGeneral |
| Fundraising | 26532 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1257596 | Total |
| Program Services | 1084926 | ProgramServices |
| Management And General | 141042 | ManagementAndGeneral |
| Fundraising | 31628 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Repairs and Maintenence | 599079 | 599079 | |
| Student Housing | 412605 | 412605 | |
| Bad Debt | 241202 | 241202 | |
| Software Maintenence | 165150 | 165150 | |
| Academic enrichment | 140226 | 140226 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912574 | Total |
| Program Services | 157011 | ProgramServices |
| Management And General | 755563 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26532900 | Total |
| Program Services | 22037011 | ProgramServices |
| Management And General | 4120738 | ManagementAndGeneral |
| Fundraising | 375151 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971713 | BOY |
| EOY | 671294 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445130 | BOY |
| EOY | 108139 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050241 | BOY |
| EOY | 1036759 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20901 | BOY |
| EOY | 57884 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21978 | BOY |
| EOY | 20999 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371887 | BOY |
| EOY | 408610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58444270 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26692012 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33467640 | BOY |
| EOY | 31752258 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27962740 | BOY |
| EOY | 31790576 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7988920 | BOY |
| EOY | 8627068 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6176109 | BOY |
| EOY | 6600360 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78477259 | BOY |
| EOY | 81073947 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222128 | BOY |
| EOY | 1061671 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 732609 | BOY |
| EOY | 747168 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11000000 | BOY |
| EOY | 10623381 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202050 | BOY |
| EOY | 158880 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13156787 | BOY |
| EOY | 12591100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34406736 | BOY |
| EOY | 36462921 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7623742 | BOY |
| EOY | 8136463 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23289994 | BOY |
| EOY | 23883463 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65320472 | BOY |
| EOY | 68482847 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78477259 | BOY |
| EOY | 81073947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1092795 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4255170 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1139016 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34389374 | BeginningOfYearBalance |
| Contributions | 104429 | Contributions |
| Investment Earnings Or Losses | 6774310 | InvestmentEarningsOrLosses |
| Other Expenditures | 2392864 | OtherExpenditures |
| End Of Year Balance | 38875249 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33243663 | BeginningOfYearBalance |
| Contributions | 57685 | Contributions |
| Investment Earnings Or Losses | 2865516 | InvestmentEarningsOrLosses |
| Other Expenditures | 1777490 | OtherExpenditures |
| End Of Year Balance | 34389374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47883784 | BeginningOfYearBalance |
| Contributions | 892578 | Contributions |
| Investment Earnings Or Losses | -11004252 | InvestmentEarningsOrLosses |
| Other Expenditures | 4528447 | OtherExpenditures |
| End Of Year Balance | 33243663 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41150 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04150 | 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 | 373124 | OtherCostOrOtherBasis |
| Book Value | 373124 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49047782 | OtherCostOrOtherBasis |
| Depreciation | 18277074 | Depreciation |
| Book Value | 30770708 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 808291 | OtherCostOrOtherBasis |
| Depreciation | 657296 | Depreciation |
| Book Value | 150995 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8215073 | OtherCostOrOtherBasis |
| Depreciation | 7757642 | Depreciation |
| Book Value | 457431 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31752258 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Cash value of life insurance | 245157 | F |
| Alternative invs. | 7402113 | F |
| Investments-other securities | 82340 | C |
| Real estate and real estate investment trusts | 897458 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8627068 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Collections held for public exhibit | 1139016 |
| Beneficial interest in perpetual trusts | 1404558 |
| Investments held in trust by others | 1111736 |
| Contributions receivable from charitable remainder trusts | 2945050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6600360 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuities payable | Description |
| Amount | $158,880 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 158880 | TotalOfAmounts |
| Total Revenue | 25440105 | TotalRevenue |
| Total Expenses | 26532900 | TotalExpenses |
| Excess Or Deficit For Year | -1092795 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3830919 | NetUnrealizedGLOnInvestments |
| Other | $424,251 | OtherAmount |
| Total Adjustments | 4255170 | TotalAdjustments |
| Excess Or Deficit Per FS | 3162375 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25180348 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3830919 | NetUnrealizedGainsInvestments |
| Other Revenues | 424251 | OtherRevenues |
| Revenue Not Rptd F990 | 4255170 | RevenueNotRptdF990 |
| Revenue Subtotal | 20925178 | RevenueSubtotal |
| Other Revenues Not Included | 4514927 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4514927 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25440105 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22017973 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 38554 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 38554 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21979419 | ExpensesSubtotal |
| Other Expenses Not Included | 4553481 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4553481 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26532900 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | The mission of the Funk Heritage Center is to tell the story of the early Appalachian Settlers and Southeastern Indians through educational programming and the collection, care and exhibition of art and artifacts. | |
| Part V, Line 4: | Endowment funds are held for the purpose of meeting the requirements of donors in either temporarily or permanently restricted net assets. Board designated quasi-endowment funds are held to meet the long-term needs of the University. | Description of Intended Use of Endowment Funds: |
| Part X: | FIN 48 Footnote The University is recognized as an organization exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code (the "Code") whereby only unrelated business income, as defined by Section 512(a)(1) of the Code, is subject to Federal income tax. The University's policy is to record a liability for any tax position taken that is beneficial to the University, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of June 30, 2011 and 2010 and, accordingly, no liability has been accrued. Generally the IRS may examine a tax return for three years from the date it is filed. At June 30, 2011, tax years ended June 30, 2008, 2009 and 2010 remain open for possible examination by the IRS. | Description of Uncertain Tax Positions Under FIN 48: |
| Change in value of split interest agreement 424,251. | Part XI, Line 8 - Other Adjustments: | |
| Change in value of split interest agreement 424,251. | Part XII, Line 2d - Other Adjustments: | |
| Scholarships and financial assistance 4,401,888. Investment Management Fees 151,593. Special events losses -38,554. | Part XII, Line 4b - Other Adjustments: | |
| Special events losses 38,554. | Part XIII, Line 2d - Other Adjustments: | |
| Scholarships and financial assistance 4,401,888. Investment Management Fees 151,593. | 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 | Reinhardt University publishes a statement in the University catalog stating the University is in compliance with Title VI of the Civil Rights Act of 1964 and does not discriminate on the basis of race, color, or national origin. The University is also in compliance with Title IX of the Educational Amendments of 1972 and does not discriminate on the basis of gender. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Reinhardt University receives Title IV financial assistance and a Department of Justice COPS grant. The University complies will all necessary regulations and disclosure requirements associated with these types of governmental assistance. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Tuition discount | Europe (Including Iceland & Greenland) | 6 | 77000 | Credit to student account | 0 | FMV |
| Tuition discount | East Asia and the Pacific | 2 | 14600 | Credit to student account | 0 | FMV |
| Tuition discount | South America | 3 | 34996 | Credit to student account | 0 | FMV |
| Tuition discount | Sub-Saharan Africa | 1 | 16996 | Credit to student account | 0 | FMV |
| Tuition discount | North America | 1 | 8500 | Credit to student account | 0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Explanation for Estimated Number of Recipients: | Schedule F, Part III, Col (c): The estimated number of recipients is based on foreign nationals who maintain residence in their home country while attending Reinhardt University on a Visa. | |
| Other Information | Part I, Line 2 - The grants reported in Part III are scholarships to students. The use of scholarships is controlled by applying such amounts directly against balances owed by the student for tuition, fees and other qualifying educational expenses. | Schedule F, Part V |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DVA Navion | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2295 Parklake Drive | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising expenses incurred for the Capital Campaign | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 54694 | AmountRetainedByContractor |
| Net To Organization | -54694 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 54694 | TotalRetainedByContractors |
| Total Net To Organization | -54694 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ministerial Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 25779 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18174 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7605 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 12853 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Classic | NameOfEvent2 |
| Gross Receipts Event2 | 119025 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 92625 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 26400 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 44812 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23595 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 21675 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 1920 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 16814 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 168399 | GrossReceiptsTotal |
| Charitable Contributions Total | 132474 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35925 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 74479 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 74479 | DirectExpenseSummaryEvents |
| Net Income Summary | -38554 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships and financial assistance | TypeOfGrant |
| Number Of Recipients | 807 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 4249796 | AmountOfNonCashAssistance |
| Method Of Valuation | Amount of reduction in tuition amount. | MethodOfValuation |
| Description Of Non Cash Assistance | The tuition discount is a reduction in tuition costs to the student. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The University's financial aid department monitors and maintains records regarding all financial aid awards. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Compensation Survey | X | CompensationSurvey |
| 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 | Dr J Thomas Isherwood | NamePerson |
| Base Compensation Filing Org | 219184 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 13584 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11415 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 31500 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 275683 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Housing allowance or residence for personal use. As a convenience of the University, the President resides in campus housing. Therefore, none of the benefit was treated as taxable compensation. Part I, line 1a: Personal services. Cleaning services are provided for the President on an irregular basis and the value is considered nominal. None of the benefit was treated as taxable compensation. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Downtown Dev Authority of the City of Waleska | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 580554454 | IssuerEIN |
| Date Issued | 2009-07-17 | DateIssued |
| Issue Price | 11000000 | IssuePrice |
| Description Of Purpose | Refinance outstanding balance on 2001 and 2003 bonds. | 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 | 11000000 | TotalProceeds |
| Issuance Costs From Proceeds | 211159 | IssuanceCostsFromProceeds |
| Capital Expenditures | 10788841 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | 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 | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56368 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | It is the policy of the Board of Trustees of Reinhardt University that the Finance Committee will complete and/or review Internal Revenue Service ("IRS") Form 990, Return of Organization Exempt from Income Tax, prior to filing it with the IRS. Once the Finance Committee has reviewed IRS Form 990, a copy shall be made available to all Board Members prior to the filing of Form 990. Board Members shall exercise their best efforts to review Form 990 before it is filed. Board Members who have comments or revisions to Form 990 shall submit these comments or revisions in writing to the Finance Committee Chair or to the University Vice President for Finance and Administration. | |
| Officers, trustees, and key employees are required to annually disclose all potential conflicts of interest. | Form 990, Part VI, Section B, line 12c | |
| It is the policy of the Board of Trustees of Reinhardt College that the Executive Committee or its designee will serve as the review point for executive compensation as envisioned under the intermediate sanctions provisions of the Internal Revenue Code. The Executive Committee or its designee will on an annual basis review the compensation and benefits packages for the President of the University as well as the Vice Presidents to ensure that compensation is reasonable and appropriate, and that there is no excess benefit to senior employees of the University. The Executive Committee may use comparisons to other like institutions or such other measures as it deems appropriate in its work. The Executive Committee or its designee will report the results of its work to the Chair of the Board of Trustees for use in establishing any compensation or additional benefits for those senior employees under its review. | Form 990, Part VI, Section B, line 15 | |
| The University's Form 990 is also available upon request. | Form 990, Part VI, Section C, line 18 | |
| The University makes all governing documents available upon request. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 3,830,919. Change in value of split interest agreement 424,251. Total to Form 990, Part XI, Line 5: 4,255,170. | Form 990, Part XI, line 5: |