2012-05-14T11:56:03-05:00 2011-06-30 DERRICK STUBBS & STITH LLP 508 HAMPTON STREET 1ST FLOOR COLUMBIA SC 29201 990 2010-07-01 570314404 NEWBERRY COLLEGE NEWB 8032765010 2100 COLLEGE STREET NEWBERRY SC 29108 RONALD MATTHIAS 8033213353 2012-05-10 1 ALAN F GRIMSLEY CPA 8037995810 2010 2016-02-24 21:20:13Z RONALD MATTHIAS 2100 COLLEGE STREET NEWBERRY SC 29108 38148364 0 X N/A X 1878 SC PROVIDE UNDERGRADUATE EDUCATION FOR APPROXIMATELY 750 STUDENTS. 24 23 461 0 0 0 3231688 4654461 29698429 31829245 465464 668499 693448 996159 34089029 38148364 12371792 13154041 0 0 8030783 8451125 5642 88084 115993 12804709 14729031 33212926 36422281 876103 1726083 53649987 58625034 28224785 28198828 25425202 30426206 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 31940024 33490068 UNDERGRADUATE EDUCATION AND RELATED ACTIVITIES. 31940024 1 1 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 1 461 1 0 0 0 0 0 0 0 0 0 0 X 24 23 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 ASHBURN MR WILLIAM WICK 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 CONRWELL MR WOODY 1.00 X 0 0 0 HART MR R JONATHAN SHOT 1.00 X 0 0 0 HAVIRD MR EDDIE P 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 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 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 VORPAGEL MR DAVID L 1.00 X 0 0 0 WALKER MR WILLIAM P 1.00 X 0 0 0 WELLS MR ERIC 1.00 X 0 0 0 WEST MR BILLYE 1.00 X 0 0 0 BLACK DR LAURA N 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 KEY MS KRISTI 1.00 X 0 0 0 DR V SCOTT KOERWER 40.00 X 249000 0 0 DR STEVEN FELD 40.00 X 172550 0 0 DR JOHN HUDGENS 40.00 X 180000 0 0 ZAIS MITCHELL 40.00 X 60000 0 0 601550 0 0 3 0 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 BANKCARD 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 436773 4217688 4654461 TUITION/FEES 900099 25315672 25315672 STUDENT SERVICES 900099 6513573 6513573 31829245 3835 3835 664664 664664 664664 664664 AUXILLARY ACTIVITIES 900004 996159 996159 996159 38148364 33490068 0 3835 13154041 13154041 421550 421550 8095962 7730309 365653 -66387 -9354 -57033 11352 11352 16310 16310 88084 88084 98654 98654 415829 244136 165844 5849 435089 435089 477914 367670 106474 3770 18043 5748 8247 4048 612543 612543 1669374 1669374 417878 417878 AUXILIARY ENTERPRISES 3743125 3008076 735049 INSTITUTION 3379886 3379886 STUDENT SERVICE 1842457 1842457 SUPPLIES 581574 546372 35202 EQUIPMENT 347687 311560 36127 661316 403830 243244 14242 36422281 31940024 4366264 115993 1976688 1604960 425922 373834 2485219 4256150 13163 13163 59490474 30927423 28262482 28563051 17299263 20428642 3187250 3385234 53649987 58625034 1812202 1372448 828662 1976155 24302734 23670148 1281187 1180077 28224785 28198828 X 2940086 4077758 1689655 5146855 20795461 21201593 25425202 30426206 53649987 58625034 X 1726083 3274921 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14752011 245341 3770588 884120 17883820 12969719 943938 1500364 662010 14752011 17279453 735466 -4136210 908990 12969719 0.03000 0.97000 0 0 1411789 1411789 39807328 16700314 23107014 3604245 2615552 988693 12141702 9430761 2710941 2525410 2180796 344614 28563051 COMMON EQUITY 253722 F HEDGE FUNDS 2211962 F MUTUAL FUNDS 9712410 F REAL ESTATE 24000 F STOCKS 7992494 F US GOV'T BONDS 234054 F 20428642 CSV LIFE INSURANCE 446557 FUNDS IN TRUST 2127166 OTHER ASSETS 699025 PREPAID EXPENSE 112486 3385234 CAPITAL LEASE 236547 DEPOSITS 316481 PERKINS FUNDS 627049 1180077 38148364 36422281 1726083 3274921 3274921 5001004 28145279 3274921 3274921 24870358 13278006 13278006 38148364 23144275 0 23144275 13278006 13278006 36422281 PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,278,006. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,278,006. 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 FAMILY EDUCATION LOANS. 0 CORPORATE DEVELOPMINT LLC 4000 FABER PLACE DRIVE SUITE 130 CHARLESTON SC 294058585 CONSULTING/DEV OF STRATEGIES FOR GIFT SOLICITATION 0 0 88084 -88084 88084 -88084 1 SCHOLARSHIPS 12842999 X X 0 0 0 0 0 0 0 0 0 DR V SCOTT KOERWER 249000 0 0 0 0 0 0 0 0 0 249000 0 96694 0 DR STEVEN FELD 172550 0 0 0 0 0 0 0 0 0 172550 0 0 0 DR JOHN HUDGENS 180000 0 0 0 0 0 0 0 0 0 180000 0 0 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 GAINS ON INVESTMENTS: 3,274,921. 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