OGLETHORPE UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OGLETHORPE UNIVERSITY INC (EIN 58-0568698)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201101329349300810
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T10:08:36-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brooks McGinnis & Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5871 Glenridge Dr Ste 200 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580568698 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oglethorpe University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OGLE | NameControl |
| Phone | 4042611441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 Peachtree Road NE | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Horan | Name |
| Title | VP Bus & Fin | Title |
| Date Signed | 2011-04-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathy J Redgate | Name |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lawrence Schall | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 Peachtree Road NE | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39630000 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.oglethorpe.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1835 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | Institution of Higher Education | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 523 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | -2491 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -79121 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2302352 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3718813 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28554904 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30578570 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3233173 | InvestmentIncomePriorYear |
| Investment Income Current Year | 87129 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 403224 | OtherRevenuePriorYear |
| Other Revenue Current Year | 209901 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28027307 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34594413 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11617308 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12649428 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11012591 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11109512 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1670033 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10457422 | OtherExpensePriorYear |
| Other Expenses Current Year | 11146498 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33087321 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34905438 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5060014 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -311025 | RevenuesLessExpensesCY |
| Total Assets BOY | 65715018 | TotalAssetsBOY |
| Total Assets EOY | 66268280 | TotalAssetsEOY |
| Total Liabilities BOY | 23138893 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22257384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42576125 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44010896 | NetAssetsOrFundBalancesEOY |
| Mission Description | Institution of Higher Education | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 19311053 | Expense |
| Grants | 12649428 | Grants |
| Revenue | 24784819 | Revenue |
| Description | Instruction - The cost of offering the academic programs. For the year ended June 30, 2010 approximately 810 full-time equivalent students were enrolled in the University's academic programs. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5296085 | Expense |
| Description | Student Services - The costs of extracurricular and student oriented services and programs designed to enhance the learning environment. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3805173 | Expense |
| Revenue | 5894425 | Revenue |
| Description | Auxiliary Services - The costs of activities associated with the support of the campus and residential community. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2256938 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 30669249 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 523 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Michael Horan | NamePerson |
| Telephone Number | 4043648300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 Peachtree Road NE | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Yetty L Arp | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Warren Y Jobe | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Victoria Weiss | |||||||
| Prof English | 40.00 | 105234 | 0 | 22950 | X | ||
| Trishanda Treadwell | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Timothy Roberson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Timothy P Tassopoulos | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Timothy Doyle | |||||||
| VP Comm Life | 40.00 | 88204 | 0 | 18939 | X | ||
| Thomas P O'Connor | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Terry White | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Tamara Nash | |||||||
| Director Civic Eng | 40.00 | 94200 | 0 | 15328 | X | ||
| Tad M Hutcheson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Stephen Herschler | |||||||
| Provost | 40.00 | 127887 | 0 | 26967 | X | ||
| S Tammy Pearson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert E Reiser Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert E Bowden | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert A Milford | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| RD Odom Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Peter Rooney | |||||||
| VP Development | 40.00 | 140856 | 0 | 23490 | X | ||
| Patricia Upshaw-Monteith | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Pamela L Tremayne | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Norman P Findley III | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Michael Szalkowski | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Michael Rulison | |||||||
| Prof | 40.00 | 107744 | 0 | 20797 | X | ||
| Michael Horan | |||||||
| VP Bus & Fin | 40.00 | 91864 | 0 | 8884 | X | ||
| Martha Laird Bowen | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lucy Leusch | |||||||
| VP Admissions | 40.00 | 104503 | 0 | 21503 | X | ||
| Lawrence Schall | |||||||
| President | 40.00 | 264372 | 0 | 65324 | X | ||
| Laura Turner Seydel | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Kevin D Fitzpatrick Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ken S Yarbrough | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Joseph P Shelton | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| John F Agel | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jeanie F Treadaway | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James Williams | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James V Hartlage Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James J Hagelow | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jack Guynn | |||||||
| Board Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Harald R Hansen | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| G Douglass Alexander | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr William O Shropshire | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr G Gilman Watson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| David N Cooper | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| David C Garrett III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Christian Benton | |||||||
| Prof Acct | 40.00 | 102367 | 0 | 14310 | X | ||
| Cemal Ozgorkey | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Brenton Hornbuckle Sr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Bob T Nance | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Belle Turner Lynch | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Arnold B Sidman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1227231 | TotalReportableCompFromOrg |
| Total Other Compensation | 238492 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Royall & Company | |||||
| 1920 Eash Parham Rd | Richmond | VA | 23228 | Student Recruitment | 364677 |
| National Management Resources | |||||
| PO Box 1224 113 Corporate E Dr | LaGrange | GA | 30241 | Facilities Mangement | 625524 |
| Datalogistics Corporation | |||||
| PO Box 2966 | Alpharetta | GA | 30023 | Network Services | 303482 |
| Brooks McGinnis & Company | |||||
| 5871 Glenridge Dr St 200 | Atlanta | GA | 30328 | Accounting Services | 192660 |
| Bon Appetit | |||||
| 91337 Collections Dr PO Box 91337 | Chicago | IL | 60693 | Food Service | 1170461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 147017 | GovernmentGrants |
| All Other Contributions | 3571796 | AllOtherContributions |
| Total Contributions | 3718813 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611710 | 24784819 | 24784819 |
| Auxiliary services | 611710 | 5793751 | 5793751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30578570 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 398145 | TotalRevenueColumn |
| Exclusion | $398,145 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4186252 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4497268 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -311016 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -311016 | TotalRevenueColumn |
| Exclusion | -$311,016 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 647546 | GrossSalesOfInventory |
| Cost Of Goods Sold | 538319 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109227 | TotalRevenueColumn |
| Unrelated Business Revenue | -2491 | UnrelatedBusinessRevenue |
| Exclusion | $111,718 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 100674 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100674 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 100674 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34594413 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30679244 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2491 | UnrelatedBusinessRevenue |
| Exclusion | $198,847 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12649428 | Total |
| Program Services | 12649428 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1030701 | Total |
| Program Services | 471948 | ProgramServices |
| Management And General | 256530 | ManagementAndGeneral |
| Fundraising | 302223 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8599645 | Total |
| Program Services | 7135125 | ProgramServices |
| Management And General | 879744 | ManagementAndGeneral |
| Fundraising | 584776 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169391 | Total |
| Program Services | 140543 | ProgramServices |
| Management And General | 17329 | ManagementAndGeneral |
| Fundraising | 11519 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632505 | Total |
| Program Services | 524790 | ProgramServices |
| Management And General | 64705 | ManagementAndGeneral |
| Fundraising | 43010 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 677270 | Total |
| Program Services | 561958 | ProgramServices |
| Management And General | 69255 | ManagementAndGeneral |
| Fundraising | 46057 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9479 | Total |
| Management And General | 9479 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192660 | Total |
| Management And General | 192660 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62469 | Total |
| Management And General | 62469 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1868538 | Total |
| Program Services | 1558190 | ProgramServices |
| Management And General | 182643 | ManagementAndGeneral |
| Fundraising | 127705 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100006 | Total |
| Program Services | 82975 | ProgramServices |
| Management And General | 10231 | ManagementAndGeneral |
| Fundraising | 6800 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416785 | Total |
| Program Services | 345807 | ProgramServices |
| Management And General | 42637 | ManagementAndGeneral |
| Fundraising | 28341 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 936555 | Total |
| Program Services | 777060 | ProgramServices |
| Management And General | 95809 | ManagementAndGeneral |
| Fundraising | 63686 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564547 | Total |
| Program Services | 468405 | ProgramServices |
| Management And General | 57753 | ManagementAndGeneral |
| Fundraising | 38389 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56480 | Total |
| Program Services | 46861 | ProgramServices |
| Management And General | 5778 | ManagementAndGeneral |
| Fundraising | 3841 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459547 | Total |
| Program Services | 381286 | ProgramServices |
| Management And General | 47012 | ManagementAndGeneral |
| Fundraising | 31249 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2124512 | Total |
| Program Services | 1794235 | ProgramServices |
| Management And General | 198399 | ManagementAndGeneral |
| Fundraising | 131878 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285909 | Total |
| Program Services | 237219 | ProgramServices |
| Management And General | 29248 | ManagementAndGeneral |
| Fundraising | 19442 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Recruitment | 511078 | 424042 | 52283 | 34753 |
| Food Service | 1410689 | 1170449 | 144313 | 95927 |
| Equipment and Maintenance | 560848 | 465335 | 57375 | 38138 |
| Dues and subscriptions | 214992 | 178379 | 21994 | 14619 |
| Bad Debt Expense | 653202 | 653202 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718202 | Total |
| Program Services | 602012 | ProgramServices |
| Management And General | 68510 | ManagementAndGeneral |
| Fundraising | 47680 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34905438 | Total |
| Program Services | 30669249 | ProgramServices |
| Management And General | 2566156 | ManagementAndGeneral |
| Fundraising | 1670033 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190106 | BOY |
| EOY | 102312 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2206114 | BOY |
| EOY | 2363847 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2121965 | BOY |
| EOY | 2116356 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238466 | BOY |
| EOY | 234717 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1133537 | BOY |
| EOY | 957541 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 73402684 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 30299437 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43660453 | BOY |
| EOY | 43103247 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13522229 | BOY |
| EOY | 14046707 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2642148 | BOY |
| EOY | 3343553 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65715018 | BOY |
| EOY | 66268280 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2434903 | BOY |
| EOY | 2130528 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1137953 | BOY |
| EOY | 1036783 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13150000 | BOY |
| EOY | 13150000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12467 | BOY |
| EOY | 8768 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5887871 | BOY |
| EOY | 5020481 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515699 | BOY |
| EOY | 910824 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23138893 | BOY |
| EOY | 22257384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26468904 | BOY |
| EOY | 26968395 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2168673 | BOY |
| EOY | 2780347 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13938548 | BOY |
| EOY | 14262154 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42576125 | BOY |
| EOY | 44010896 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65715018 | BOY |
| EOY | 66268280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 755250 | RevenuesIncluded |
| Assets In Part X | 2049100 | 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 |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16170007 | BeginningOfYearBalance |
| Contributions | 322312 | Contributions |
| Investment Earnings Or Losses | 2160592 | InvestmentEarningsOrLosses |
| Other Expenditures | 1035708 | OtherExpenditures |
| End Of Year Balance | 17617203 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20256552 | BeginningOfYearBalance |
| Contributions | 111718 | Contributions |
| Investment Earnings Or Losses | -3068408 | InvestmentEarningsOrLosses |
| Other Expenditures | 1129855 | OtherExpenditures |
| End Of Year Balance | 16170007 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 394885 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1280764 | OtherCostOrOtherBasis |
| Book Value | 1675649 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55953784 | OtherCostOrOtherBasis |
| Depreciation | 18965512 | Depreciation |
| Book Value | 36988272 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2105425 | OtherCostOrOtherBasis |
| Depreciation | 1279939 | Depreciation |
| Book Value | 825486 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13667826 | OtherCostOrOtherBasis |
| Depreciation | 10053986 | Depreciation |
| Book Value | 3613840 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43103247 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Construction in progress | Description |
| Book Value | 96466 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3343553 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Fair market value of interest rate swap | $395,125 |
| Due to other Federal Programs | $3,366 |
| Due to Federal Government | $512,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 910824 | TotalOfAmounts |
| Total Revenue | 34594413 | TotalRevenue |
| Total Expenses | 34905438 | TotalExpenses |
| Excess Or Deficit For Year | -311025 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1745796 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1745796 | TotalAdjustments |
| Excess Or Deficit Per FS | 1434771 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24166631 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1745796 | NetUnrealizedGainsInvestments |
| Other Revenues | 538319 | OtherRevenues |
| Revenue Not Rptd F990 | 2284115 | RevenueNotRptdF990 |
| Revenue Subtotal | 21882516 | RevenueSubtotal |
| Investment Expenses Not Included | 62469 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 12649428 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12711897 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34594413 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22731860 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 538319 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 538319 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22193541 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 62469 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12649428 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12711897 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34905438 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | The University is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, as amended, and classified by the Internal Revenue Service as other than a private University. Accordingly, no provision or benefit for income taxes has been recorded in the accompanying financial statements. The University believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarship and financial aid $12649428 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Cost of goods sold $538319 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarship and financial aid $12649428 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Unrealized gain on investments $0 Cost of goods sold $538319 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The University's endownment consists of approximately 106 individual funds established for a variety of purposes; however, the majority of the endowed funds were established to provide academic scholarships for students. |
| Part IV, Line 2b | Part IV, Line 2b: Explanation of escrow account liability | Charitable Lead Trust where the University is the Trustee of the funds and results in a liability. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The works that are in the Permanent Collection have become part of our university's endowment. As such, they represent an investment which, in the future, will be considered not only a special cultural asset for the university and the community, but one which will grow both in importance and value as well.Among our collection are paintings by contemporary realist painters such as Richard Maury, D. Jeffrey Mims and Francisco Roa, rare family photographs of Claude Monet at Giverny, and an original engraving of Victor Hugo by sculptor August Rodin. Recent gifts and acquisitions include watercolors by Francis Augustus Silva and Sondra Freckelton, Chad Awalts finely carved torso, and Gail Wegodskys oil interior scene.Oglethorpe University Museum of Art (OUMA) is a unique and valuable resource for all students, especially art students. Since OUMA is the only small liberal arts university museum in the entire Southeast which regularly shows nationally and internationally recognized exhibitions, it offers OU students the advantage of seeing international culture first hand within steps of their classrooms. This direct, personal experience of art enlightens the viewer and complements information presented in books and slides. Many alumni continue to cherish their experiences in our Museum long after graduation. OUMA is a rare asset on campus, facilitating the university in fulfilling its goal of providing a high level of liberal arts education. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student Assistance | TypeOfGrant |
| Number Of Recipients | 810 | NumberOfRecipients |
| Amount Of Cash Grant | 12649428 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Each year Oglethorpe offers a variety of scholarships recognizing achievement in academics and the potential to contribute to campus life. Over 80% of applicants to the university typically qualify for some sort of merit award from Oglethorpe.Academic scholarship review occurs automatically in the admission process and is based on the credentials presented in the application for admission. Students must be admitted to the university to receive a merit award. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| Stephen Herschler | ||||
| 127887 | 8330 | 18637 | 154854 | |
| Peter Rooney | ||||
| 140856 | 23490 | 164346 | ||
| Lawrence Schall | ||||
| 248872 | 16314 | 49010 | 329696 | 15500 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 755250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Expert Opinion | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40071 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Oglethorpe University does not make any of these documents public. The financial information can be obtained through the Form 990. The Form 990 is available upon request at Oglethorpe University. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Trustees approve the cabinet position salaries which includes positions such as the President and Vice Presidents of the University. Salaries are compared to independent data at NACUBO. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All board members are asked to annually sign a Conflict of Interest Agreement. Board members are asked to disclose any conflicts. Conflicts that do arise are usually resolved by asking a Board member to recuse from voting or some other arrangement determined by the Chair of the Board. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Executive Committee reviews and approves the Form 990 before it is submitted to the IRS. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Auxiliary Services - The costs of activities associated with the support of the campus and residential community. |