2012-03-02T09:33:48-06:00 2011-06-30 POSTLETHWAITE & NETTERVILLE ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2010-07-01 630417508 UNIVERSITY OF MOBILE UNIV 2514422390 5735 COLLEGE PARKWAY MOBILE AL 366132842 STEVE LEE 2514422390 2012-03-01 1 SHARON CASSIERE 5048375990 2010 2016-02-24 21:20:13Z MARK FOLEY 5735 COLLEGE PARKWAY MOBILE AL 366132842 34161728 0 X WWW.UMOBILE.EDU X 1961 AL CHRISTIAN INSTITUTION OF LIBERAL ARTS AND SCIENCES COMMITTED TO PROVIDING EDUCATION PROGRAMS OF THE HIGHEST QUALITY WITH ITS PRIMARY EMPHASIS TO ESTABLISH AND MAINTAIN A TRADITION OF EXCELLENCE IN UNDERGRADUATE STUDIES AS WELL AS IN PROFESSIONAL, GRADUATE, CONTINUINING EDUCATION AND SPRCIALIZED DEGREE-GRANTING PROGRAMS. 36 36 548 1 0 0 4714700 5602523 25231172 27941776 249008 576707 52389 -130536 30247269 33990470 7912981 8951023 0 0 12033633 12932888 52361 0 596062 11601663 10012332 31600638 31896243 -1353369 2094227 42811752 44872146 21236239 19782642 21575513 25089504 X TO PROVIDE EDUCATIONAL PROGRAMS OF THE HIGHEST QUALITY EMPHASIZING AND MAINTAINING A TRADITION OF EXCELLENCE IN UNDERGRADUATE STUDIES AS WELL AS IN PROFESSIONAL, GRADUATE, CONTINUING EDUCATION, AND SPECIALIZED DEGREE GRANTING PROGRAMS. ALL EDUCATIONAL PROGRAMS ARE STUDENT-ORIENTED, DESIGNED FOR THE INTELLECTUAL, SPIRTUAL, CULTURAL, AND PERSONAL GROWTH OF STUDENTS. 0 0 23495927 8951023 27304508 THE UNIVERSITY STROVE TO ESTABLISH AND MAINTAIN AN EXCELLENCE IN ALL ACADEMIC PROGRAMS. 1,673 STUDENTS STUDIED 48 DIFFERENT AREAS OF STUDY UNDER THE GUIDANCE OF 114 FACULTY AT THE UNIVERSITY IN 2010-11. 67% OF OUR FACULTY HOLD TERMINAL DEGREES. THE UNIVERSITY AWARDED 26 ASSOCIATE DEGREES, 262 BACHELOR'S DEGREES AND 58 MASTER'S DEGREES IN 2010-11. THE UNIVESITY OF MOBILE EXISTS TO CHANGE THE WORLD THROUGH MEN AND WOMEN WHO ARE PREPARED ACADEMICALLY, DEVELOPING SPIRITUALLY AND RESPONSIBLE SOCIALLY. EXCELLENCE IN TEACHING AND A COMMITMENT TO THE INDIVIDUAL SUCCESS OF EACH STUDENT ARE HALLMARKS OF A UNIVERSITY OF MOBILE EDUCATION. TO THIS END, THE UNIVERSITY PROVIDED ON-CAMPUS RESIDENTIAL HOUSING FOR 556 STUDENTS. 725012 567203 THE UNIVERSITY PROVIDED OPPORTUNITIES FOR STUDENTS TO INTERACT WITH THE ECONOMIC, CULTURAL, POLITICAL, AND HUMAN SERVICES SECTORS OF THE LOCAL AND/OR INTERNATIONAL COMMUNITY AND ENCOURAGED DEVELOPMENT OF A PERSONAL COMMITMENT TO COMMUNITY SERVICES IN THE APPROPRIATE REGION. THE UNIVERSITY HOSTED A SUMMER YOUTH CAMP FOR 3,644 YOUTH STRESSING PERSONAL GROWTH AND COMMUNITY SERVICE. 2428291 2735 THE UNIVERSITY OFFERED CURRICULAR AND EXTRACURRICULAR ACTIVITIES TO ENCOURAGE STUDENT DEVELOPMENT IN PHYSICAL, INTELLECTUAL, CULTURAL, SOCIAL, SPIRITUAL, AND LEADERSHIP CAPACITIES. THIS WAS ACCOMPLISHED THROUGH OUR STUDENT GOVERNMENT ASSOCIATION, CAMPUS ACTIVITIES BOARD, 12 ACADEMIC CLUBS, 13 HONOR SOCIETIES, 3 RELIGIOUS CLUBS, 3 SERVICE CLUBS, INTRAMURAL SPORTS AND MEN'S AND WOMEN'S SPORTS IN 8 DIFFERENT AREAS. THE UNIVERSITY HAS A GYMNASIUM WITH A SEATING CAPACITY OF 800, AN OLYMPIC-SIZE SWIMMING POOL, A BASEBALL FIELD, SOFTBALL FIELD, TWO SOCCER FIELDS, TEN TENNIS COURTS AND A GOLF DRIVING RANGE WITH PUTTING GREEN. STUDENTS ARE EXPOSED TO CULTURAL DIVERSITY AS ENROLLMENT INCLUDED STUDENTS FROM 28 STATES OF THE UNITED STATES AND 25 DIFFERENT COUNTRIES. 93279 THE UNIVERSITY FURNISHES A BOOKSTORE FROM WHICH STUDENTS ARE ABLE TO PURCHASE THE BOOKS AND SUPPLIES NECESSARY FOR THEIR STUDIES. 93279 26649230 1 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 1 200 0 1 548 1 0 1 CA 0 0 0 1 1 0 0 0 0 X 36 36 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVE LEE 2514422390 5735 COLLEGE PARKWAY MOBILE AL 366132842 OWEN BAILEY 0.30 X 0 0 0 JOE BEDWELL 0.30 X 0 0 0 LINDSEY BONEY 0.30 X 0 0 0 DAVID CONNER 0.30 X 0 0 0 GABI CONSTANTINE 0.30 X 0 0 0 KAMAL CONSTANTINE 0.30 X 0 0 0 JAMES E DANIEL 0.30 X 0 0 0 MARTIN DORSETT 0.30 X 0 0 0 PAT DORSETT 0.30 X 0 0 0 DAPHNE PILOT FONDE 0.30 X 0 0 0 WAYNE GORDON 0.30 X 0 0 0 J DAVID GREENE 0.30 X 0 0 0 TERRY HARBIN 0.30 X 0 0 0 KENNY HARRIS 0.30 X 0 0 0 MIKE HOLCOMB 0.30 X 0 0 0 RONNIE HOLLADAY 0.30 X 0 0 0 BILL INGRAM 0.30 X 0 0 0 CARL JOHNSON 0.30 X 0 0 0 DAVID JOHNSON 0.30 X 0 0 0 BILL LUCAS 0.30 X 0 0 0 JAMES MASSEY 0.30 X 0 0 0 ROBERT MAXWELL 0.30 X 0 0 0 ROGER MCCONNELL 0.30 X 0 0 0 ROBERT MCGINLEY 0.30 X 0 0 0 DEBORAH NELSON 0.30 X 0 0 0 DEAN PARKER 0.30 X 0 0 0 WILL PHILLIPS 0.30 X 0 0 0 YETTA SAMFORD 0.30 X 0 0 0 ROBERT SEABORN JR 0.30 X 0 0 0 MIKELL D SPEAKS 0.30 X 0 0 0 PAUL STANLEY 0.30 X 0 0 0 MIKE TEW 0.30 X 0 0 0 JAMES L WEST 0.30 X 0 0 0 ROGER WILLMORE 0.30 X 0 0 0 FRED H WILSON 0.30 X 0 0 0 ROBERT WOJOHN 0.30 X 0 0 0 MARK FOLEY 40.00 X 186039 0 20336 STEVE LEE 40.00 X 102170 0 15170 AUDREY EUBANKS 40.00 X 102817 0 12640 391026 0 48146 3 0 1 0 ARAMARK 5735 COLLEGE PARKWAY MOBILE AL 366132842 FOOD/CAFETERIA MGT 1339739 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE SERVICES 893874 MOBILE ASPHALT COMPANY LLC PO BOX 190279 MOBILE AL 36619 CAMPUS REPAVING 408230 CALLIS COMMUNICATIONS INC PO BOX 161184 MOBILE AL 366162184 COMMUNICATIONS 325825 KIKER CORP 3150 LEES LANE MOBILE AL 36693 REPAIR SERVICES 173340 9 579397 2311924 189072 2522130 138336 5602523 STUDENT TUITION & FEES 900099 23305433 23305433 DORMITORIES 900099 3973126 3973126 MISSIONFUGE SUMMER CAM 900099 567203 567203 BOOKSTORE 900099 93279 93279 ATHLETICS 900099 2735 2735 27941776 308405 308405 264994 3308 264994 3308 268302 3308 264994 18081 579397 171258 -153177 -153177 COST RECOVERY FROM FED 900099 17242 17242 RENTAL OF FACILITIES 900099 825 825 4574 4574 22641 33990470 27967725 0 420222 8951023 8951023 484387 128693 355694 9085321 6801376 1901136 382809 406986 333209 60592 13185 2240817 1868727 319151 52939 715377 570864 115651 28862 12727 12727 40780 40780 3853176 3493958 318234 40984 152204 40815 109868 1521 1074716 561984 479735 32997 155940 20979 134961 9505 9505 1659640 1483247 176393 453067 335121 98834 19112 789475 670784 118691 1472470 1291356 181114 87589 87589 BAD DEBT EXPENSE 75000 75000 DUES/SUBSCRIPTION/MEMBE 60877 49737 11140 PROFESSIONAL DEVELOPMEN 16144 15532 612 99022 87121 11901 31896243 26649230 4650951 596062 30395 374825 2686499 1297692 61348 9925 2588961 2405040 6200 1683 465672 629974 47177138 21531548 25071865 25645590 11043254 13531123 419268 577633 438290 398661 42811752 44872146 2106516 1756396 226033 153895 3650000 12158157 14817377 3095533 3054974 21236239 19782642 X 5776473 8390186 3410382 4231724 12388658 12467594 21575513 25089504 42811752 44872146 X 2094227 1419764 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 108357 X X 0 13206258 108812 1744508 426894 33002 60514 14539168 12186725 257148 1152921 312653 33194 44689 13206258 14535363 -488142 -1420974 400584 38938 12186725 0.00000 0.99000 0.01000 1 0 812038 812038 35819102 13244372 22574730 9503082 7284748 2218334 1042916 1002428 40488 25645590 LINE OF CREDIT 1180553 ACCRUED LIABILITIES 1385559 ANNUITIES PAYABLE 226427 REFUNDABLE ADVANCES - U.S. GOVERNMENT 239326 OTHER MISCELLANEOUS LIABILITIES 23109 3054974 33990470 31896243 2094227 1411764 8000 1419764 3513991 26459211 1411764 8000 1419764 25039447 8951023 8951023 33990470 22945220 0 22945220 8951023 8951023 31896243 PART III, LINE 4: THE CALDWELL DELANEY COLLECTION (BOOK VALUE - $60,515) IS A COLLECTION OF HISTORICAL BOOKS, NEWSPAPERS AND ARTWORK DEALING WITH THE 19TH AND 20TH CENTURY HISTORY OF THE MOBILE AND SURROUNDING AREA. IT IS HOPED THAT THE COLLECTION WILL INSPIRE STUDENTS TO SCHOLARLY PURSUITS. THE "I AM THE VINE" SCULPTURE (BOOK VALUE-$34,600) REFLECTS THE SACRIFICE OF JESUS CHRIST. IT REMINDS ALL WHO PASS BY OF THE SACRIFICE MADE FOR MANKIND AND INSPIRES US TO SELF-SACRIFICE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MAJORITY OF ENDOWMENT EARNINGS ARE RESTRICTED TO STUDENT SCHOLARSHIPS PER THE TRUST AGREEMENTS. ONE FUND IS RESTRICTED FOR FACULTY DEVELOPMENT EXPENSES. A COUPLE OF THE FUNDS EARNINGS ARE UNRESTRICTED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. HOWEVER, SHOULD THE UNIVERSITY ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. THE UNIVERSITY HAD NO MATERIAL UNRELATED BUSINESS INCOME FOR THE FISCAL YEARS ENDED JUNE 30, 2011 AND 2010. THE UNIVERSITY APPLIES A "MORE-LIKELY-THAN-NOT" RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. THIS APPROACH ONLY ALLOWS THE RECOGNITION OF THOSE TAX BENEFITS THAT HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS A RESULT OF IMPLEMENTING THIS APPROACH, THE UNIVERSITY HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THERE WERE NO OUTSTANDING, OR RETROACTIVE TAX POSITIONS WITH LESS THAN A 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE UNIVERSITY'S TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES NOT INCLUDED AS INCOME ON AUDITED FINANCIAL STATEMENT 8,951,023. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENT 8,951,023. 0 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 UNIVERSITY HAS LIMITED MEDIA SOLICIATION PROGRAM, HOWEVER STUDENTS DO RECEIVE INFORMATION IN THEIR CATALOG DURING THE REGISTRATION PROCESS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATED IN THE FOLLOWING GOVERNMENTAL PROGRAMS: FEDERAL COLLEGE WORK STUDY PROGRAM PERKINS LOAN PROGRAM FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT PELL GRANT PROGRAM FEDERAL DIRECT STUDENT LOAN PROGRAM NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANT ACADEMIC COMPETITIVENESS GRANT DEVELOPING TESTING AND DEMONSTRATING PROMISING NEW PROGRAMS AL DINNER BANQUET 565138 549952 15186 0 0 7813 26720 87940 35819 GOLF TOURNAMENT 32340 29445 2895 0 0 3008 1372 0 8586 597478 579397 18081 10821 28092 87940 44405 171258 -153177 1 SCHOLARSHIPS 1234 8951023 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL STUDENTS MUST BE ENROLLED IN COLLEGE COURSES TO RECEIVE SCHOLARSHIP ASSISTANCE. STUDENTS MUST ALSO MAINTAIN CERTAIN GRADE POINT AVERAGES AND MAKE SATISFACTORY ACADEMIC PROGRESS TO BE ELIGIBLE FOR SCHOLARSHIPS. OUR COMPUTER SYSTEM IS SET UP TO NOT AWARD ANY SCHOLARSHIP FUNDS TO NON-REGISTERED STUDENTS. A REPORT IS GENERATED AT THE END OF EACH SEMESTER BY THE REGISTRAR'S OFFICE SHOWING STUDENTS WHO ARE NOT MAINTAINING THE PROPER GRADE POINT AVERAGE OR WHO ARE NOT MAKING SATISFACTORY ACADEMIC PROGRESS. THIS REPORT IS REVIEWED BY THE FINANCIAL AID OFFICE, ANY STUDENTS WHO DO NOT QUALIFY ACADEMICALLY FOR THE SCHOLARSHIPS WILL NOT RECEIVE THE SCHOLARSHIPS. X 0 0 X X X 0 0 0 0 0 0 0 0 0 MARK FOLEY 138039 0 0 0 48000 0 11162 0 9174 0 206375 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES HOUSING ALLOWANCE TO THE PRESIDENT, MARK FOLEY, WHO IS A MINISTER. DEAN PARKER CEO-CALLIS COMMUNICATIONS OWNER IS A TRUSTEE OF THE UNIVERSITY 302119 TELECOMMUNICATION SERVICES 0 X 1 1 CONSERVATIVE EST OF MGT X 1 6186 STOCK BROKER X FENCING/ENTRY GATE 1 128000 VALUATION BY FABRICATOR X FURNITURE 1 3150 INVOICE FROM VENDOR X GIFT CARDS 1 1000 CASH VALUE ALLOWED 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE UNIVERSITY RECEIVED AN ORIGINAL DEAN MOSHER PAINTING. DEAN MOSHER IS NATIONALLY KNOWN FOR THE GREAT MOMENTS SERIES, HISTORICALLY ACCURATE PAINTINGS OF GREAT NAVAL BATTLES IN EARLY AMERICAN HISTORY. HIS WORKS HANG IN MUSEUMS, NATIONAL PARK VISITOR CENTERS AND PROMINENT HISTORICAL SITES. THE PAINTING GIVEN TO THE UNIVERSITY DEPICTS THE VIEW FROM THE MOUNT OF OLIVES LOOKING DOWN AT THE GOLDEN GATE OF JERUSALEM. THE THEME IS A CONTEMPLATION OF ONE'S PATH THROUGH LIFE AND HOW FAR ONE IS WILLING TO LET BELIEFS AND FAITH GUIDE THE JOURNEY. THE PAINTING IS APPROXIMATELY 7' TALL BY 15' LONG. WHILE THE DONOR ESTIMATES THE VALUE TO BE BETWEEN $40,000 AND $120,000, THE DONOR DOES NOT WISH FOR THE ARTWORK TO BE SOLD. SINCE WE DO NOT HAVE AN APPRAISAL AND DO NOT WISH TO HAVE SINCE THE UNIVERSITY CANNOT DISPOSE OF THE ARTWORK, WE RECORDED THE ARTWORK IN THE PERMANENT FUND AT A VALUE OF $1.00. FORM 990, PART VI, SECTION A, LINE 2 WILL PHILLIPS, TRUSTEE, AND DAVID GREENE, TRUSTEE, ARE BUSINESS PARTNERS IN THE LAW FIRM, PHILLIPS & GREENE. GABI AND KAMAL CONSTANTINE ARE BROTHERS. PAT AND MARTIN DORSETT ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 VOTING BOARD MEMBERS FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETE FORM 990 WILL BE REVIEWED BY THE CHAIRMAN OF THE FINANCE COMMITTEE AND A COPY OF THE COMPLETE FORM AND SCHEDULES WILL BE SENT TO THE UNIVERSITY OF MOBILE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE APPLICABLE PARTIES AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT IS THE CHIEF EXECUTIVE OFFICER OF THE UNIVERSITY. THE PRESIDENT IS ELECTED BY THE BOARD OF TRUSTEES (THE BOARD). THERE IS A COMMITTEE OF THE BOARD NAMED THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE (COMMITTEE). THIS COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PRESIDENT'S PERFORMANCE AND DETERMINING THE PRESIDENT'S SALARY. THIS IS DONE ON AN ANNUAL BASIS. IN ORDER TO EVALUATE THE FAIRNESS OF THE PRESIDENT'S COMPENSATION THE COMMITTEE SELECTS APPROXIMATELY 15 SIMILAR INSTITUTIONS TO SEE THE COMPENSATION OF THEIR PRESIDENT. THESE AMOUNTS ARE USED AS A GUIDE. THE PERFORMANCE OF THE PRESIDENT IS DISCUSSED ANNUALLY. FOR TWO YEARS THIS IS DONE ON AN INFORMAL BASIS. EVERY THIRD YEAR THIS IS DONE ON A FORMAL BASIS BY HAVING THE UNIVERSITY'S OFFICE OF INSTITUTIONAL EFFECTIVENESS CONDUCT SURVEYS OF THE PRESIDENT'S CONSTITUENTS (TRUSTEES, ADMINISTRATION, FACULTY, STAFF AND STUDENTS). THESE RESULTS ARE COMPILED AND PRESENTED TO THE COMMITTEE FOR REVIEW AND EVALUATION. THE OTHER ADMINISTRATIVE OFFICERS ARE APPOINTED BY THE PRESIDENT AND THE PRESIDENT DETERMINES THEIR COMPENSATION WITHIN BUDGET GUIDELINES SET BY THE BOARD OF TRUSTEES. THEIR PERFORMANCE IS EVALUATED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 ANY DOCUMENTS LISTED ON LINES 18 & 19 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,411,764. DONATED SERVICES AND USE OF FACILITIES: 8,000. TOTAL TO FORM 990, PART XI, LINE 5: 1,419,764. COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT - FORM 990, PART XI, LINE 2C NO CHANGE FROM PRIOR YEAR UNIVERSITY OF MOBILE 5735 COLLEGE PARKWAY MOBILE AL 366132842 631103521 DORMANT AL 0 1000 ALABAMA BAPTIST STATE CONVENTION 201 E SOUTH BLVD MONTGOMERY AL 361110870 630318662 CHRISTIAN GOSPEL AL 501(C)(3) 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALABAMA BAPTIST STATE CONVENTION C 2311924 CASH VALUE