2011-05-12T10:08:36-07:00 2010-06-30 Brooks McGinnis & Company LLC 5871 Glenridge Dr Ste 200 Atlanta GA 30328 990 2009-07-01 580568698 Oglethorpe University Inc OGLE 4042611441 4484 Peachtree Road NE Atlanta GA 30319 Michael Horan 2011-04-26 Kathy J Redgate 2009 2016-02-24 21:20:13Z Lawrence Schall 4484 Peachtree Road NE Atlanta GA 30319 39630000 false false X www.oglethorpe.edu X 1835 GA Institution of Higher Education 40 39 523 5 -2491 -79121 2302352 3718813 28554904 30578570 -3233173 87129 403224 209901 28027307 34594413 11617308 12649428 0 11012591 11109512 0 1670033 10457422 11146498 33087321 34905438 -5060014 -311025 65715018 66268280 23138893 22257384 42576125 44010896 Institution of Higher Education false false 19311053 12649428 24784819 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. 5296085 Student Services - The costs of extracurricular and student oriented services and programs designed to enhance the learning environment. 3805173 5894425 Auxiliary Services - The costs of activities associated with the support of the campus and residential community. 2256938 30669249 true true false false false false false true true true true true false true false false false false false false false false false true true false false false false false false false false false false false true true false false false false false false false true 24 0 true 523 true false false false false false false false false false false false 0 false false false false false false false false 40 39 false false false false false false false true true false false false true true true true true true true true false false GA X X Michael Horan 4043648300 4484 Peachtree Road NE Atlanta GA 30319 Yetty L Arp 1.00 X 0 0 0 Warren Y Jobe 1.00 X 0 0 0 Victoria Weiss 40.00 X 105234 0 22950 Trishanda Treadwell 1.00 X 0 0 0 Timothy Roberson 1.00 X 0 0 0 Timothy P Tassopoulos 1.00 X 0 0 0 Timothy Doyle 40.00 X 88204 0 18939 Thomas P O'Connor 1.00 X 0 0 0 Terry White 1.00 X 0 0 0 Tamara Nash 40.00 X 94200 0 15328 Tad M Hutcheson 1.00 X 0 0 0 Stephen Herschler 40.00 X 127887 0 26967 S Tammy Pearson 1.00 X 0 0 0 Robert E Reiser Jr 1.00 X 0 0 0 Robert E Bowden 1.00 X 0 0 0 Robert A Milford 1.00 X 0 0 0 RD Odom Jr 1.00 X 0 0 0 Peter Rooney 40.00 X 140856 0 23490 Patricia Upshaw-Monteith 1.00 X 0 0 0 Pamela L Tremayne 1.00 X 0 0 0 Norman P Findley III 1.00 X X 0 0 0 Michael Szalkowski 1.00 X 0 0 0 Michael Rulison 40.00 X 107744 0 20797 Michael Horan 40.00 X 91864 0 8884 Martha Laird Bowen 1.00 X 0 0 0 Lucy Leusch 40.00 X 104503 0 21503 Lawrence Schall 40.00 X 264372 0 65324 Laura Turner Seydel 1.00 X 0 0 0 Kevin D Fitzpatrick Jr 1.00 X 0 0 0 Ken S Yarbrough 1.00 X 0 0 0 Joseph P Shelton 1.00 X X 0 0 0 John F Agel 1.00 X 0 0 0 Jeanie F Treadaway 1.00 X 0 0 0 James Williams 1.00 X 0 0 0 James V Hartlage Jr 1.00 X 0 0 0 James J Hagelow 1.00 X 0 0 0 Jack Guynn 1.00 X X 0 0 0 Harald R Hansen 1.00 X X 0 0 0 G Douglass Alexander 1.00 X 0 0 0 Dr William O Shropshire 1.00 X 0 0 0 Dr G Gilman Watson 1.00 X 0 0 0 David N Cooper 1.00 X 0 0 0 David C Garrett III 1.00 X 0 0 0 Christian Benton 40.00 X 102367 0 14310 Cemal Ozgorkey 1.00 X 0 0 0 Brenton Hornbuckle Sr 1.00 X 0 0 0 Bob T Nance 1.00 X 0 0 0 Belle Turner Lynch 1.00 X 0 0 0 Arnold B Sidman 1.00 X 0 0 0 1227231 238492 7 true true false 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 9 147017 3571796 3718813 Tuition and fees 611710 24784819 24784819 Auxiliary services 611710 5793751 5793751 30578570 398145 398145 0 0 0 4186252 4497268 -311016 -311016 -311016 0 0 647546 538319 109227 -2491 111718 Other income 900099 100674 100674 100674 34594413 30679244 -2491 198847 0 12649428 12649428 0 0 1030701 471948 256530 302223 0 8599645 7135125 879744 584776 169391 140543 17329 11519 632505 524790 64705 43010 677270 561958 69255 46057 0 9479 9479 192660 192660 0 0 62469 62469 1868538 1558190 182643 127705 100006 82975 10231 6800 416785 345807 42637 28341 0 0 936555 777060 95809 63686 564547 468405 57753 38389 0 56480 46861 5778 3841 459547 381286 47012 31249 0 2124512 1794235 198399 131878 285909 237219 29248 19442 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 718202 602012 68510 47680 34905438 30669249 2566156 1670033 190106 102312 0 2206114 2363847 2121965 2116356 0 0 0 238466 234717 1133537 957541 73402684 30299437 43660453 43103247 13522229 14046707 0 0 0 2642148 3343553 65715018 66268280 2434903 2130528 1137953 1036783 13150000 13150000 12467 8768 5887871 5020481 515699 910824 23138893 22257384 X 26468904 26968395 2168673 2780347 13938548 14262154 42576125 44010896 65715018 66268280 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 755250 2049100 X X X X false false true 16170007 322312 2160592 1035708 17617203 20256552 111718 -3068408 1129855 16170007 0.19000 0.81000 false false false 394885 1280764 1675649 55953784 18965512 36988272 2105425 1279939 825486 13667826 10053986 3613840 43103247 Construction in progress 96466 3343553 Fair market value of interest rate swap 395125 Due to other Federal Programs 3366 Due to Federal Government 512333 910824 34594413 34905438 -311025 1745796 1745796 1434771 24166631 1745796 538319 2284115 21882516 62469 12649428 12711897 34594413 22731860 538319 538319 22193541 62469 12649428 12711897 34905438 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. true true true true true true true false false false false false false false false true false true true X 0 0 Student Assistance 810 12649428 Grantmaker's Description of How Grants are Used 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. X true true X X X false false false false false false false false false false Stephen Herschler 127887 8330 18637 154854 Peter Rooney 140856 23490 164346 Lawrence Schall 248872 15500 16314 49010 329696 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. X 1 755250 Expert Opinion X 2 40071 FMV false true false 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.