RHODES COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- RHODES COLLEGE (EIN 62-0476301)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-01
- IRS object ID
- 201120609349300312
- Schema version
- 2009v1.4
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-01T14:47:30-00:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476301 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rhodes College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RHOD | NameControl |
| Phone | 9018433760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 North Parkway | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 381121690 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kyle Webb | Name |
| Title | Comptroller | Title |
| Date Signed | 2011-03-01 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| 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 | William E Troutt | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 N Parkway | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 115441540 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.rhodes.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | Rhodes College, a College of LIberal Arts, aspires to graduate students with a life-long passion for learning, compassion for others, and the ability to translate academic study and personal concern into effective leadership and action in their communities and the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1620 | TotalNbrEmployees |
| Total Nbr Volunteers | 660 | TotalNbrVolunteers |
| Total Gross UBI | 186538 | TotalGrossUBI |
| Contributions Grants Prior Year | 5754358 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12246513 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 66244237 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 69043399 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3991517 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2913215 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -44575807 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31238413 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31414305 | TotalRevenuePriorYear |
| Total Revenue Current Year | 115441540 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21992057 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24616125 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36149531 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37032814 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2145732 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25645518 | OtherExpensePriorYear |
| Other Expenses Current Year | 25942628 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 83787106 | TotalExpensesPriorYear |
| Total Expenses Current Year | 87591567 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -52372801 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27849973 | RevenuesLessExpensesCY |
| Total Assets BOY | 386631710 | TotalAssetsBOY |
| Total Assets EOY | 409793100 | TotalAssetsEOY |
| Total Liabilities BOY | 44390715 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42718858 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 342240995 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 367074242 | NetAssetsOrFundBalancesEOY |
| Mission Description | Rhodes College aspires to graduate students with a life-long passion for learning, compassion for others, and the ability to translate academic study and personal concern into effective leadership and action in their communities and the world. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 22967449 | Expense |
| Revenue | 55591812 | Revenue |
| Description | Academic instruction serving 1648 students | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24616125 | Expense |
| Revenue | 1743025 | Revenue |
| Description | Student Financial Aid consisting of 1 Financial Aid Program 2 Honorary Scholarship and Fellowship Program | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10284420 | Expense |
| Revenue | 737598 | Revenue |
| Description | Student services expenses which include activities that contribute to students well-being and development beyond the academic program. Included in student services expenses are the Chaplains Office, Counseling office, Career Services, Campus Safety, Athletics, Admissions, Registrar, Student Government, etc. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14218853 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 10970964 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 72086847 | 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 | false | CollectionsOfArt |
| Credit Counseling | false | 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 | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | 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 | true | 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 | false | 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 | 2080 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1620 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 |
| 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 |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kyle Webb Comptroller | NamePerson |
| Telephone Number | 9018433760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 North Parkway | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 381121690 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Anderson Ronald K | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Augustine Jamie | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Babcock Mickey | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Barton James H | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Brown Susan | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Bryan John H III | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Buckman Robert H | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Craddock Deborah Legg | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Crosby Meg | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Duncan Joe M | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Eckels Laila Adams | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Evans William E | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| HIll Wilton D | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Hugon John C | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Jerden J L | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Jones W Ralph III | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Lainoff Steve | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| McNeill Phillip H Sr | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Michaelcheck William J | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Moore Johnny B Jr | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Morris Herman Jr | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Palmer Vicki G | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Rhea Randy | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Robertson Charles | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Rollins Arthur W | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Saberioon Ali | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Waller Robert R | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Wilson Spence L | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Wynne Steven E | ||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | |||
| Boone J Allen | ||||||||
| VP for Fin Business Affairs | 037.50 | 254282 | 0 | 48261 | X | |||
| Borst Charlotte G | ||||||||
| Dean Faculty VP Acad Affairs | 037.50 | 92253 | 0 | 16378 | X | X | ||
| Casey Carol E | ||||||||
| Dean of Students | 037.50 | 136611 | 0 | 22914 | X | |||
| Daughdrill James H | ||||||||
| Emeritus | 037.50 | 15000 | 0 | 204086 | X | |||
| Drompp Michael R | ||||||||
| Dean Faculty VP Acad Affairs | 037.50 | 175337 | 0 | 26518 | X | |||
| Johnson Robert M | ||||||||
| VP for Student Info Services | 037.50 | 212037 | 0 | 30632 | X | |||
| RIchey Melody K | ||||||||
| Exec Asst to President | 037.50 | 167941 | 0 | 40016 | X | |||
| Strandburg Robert J | ||||||||
| Assoc Dean of Acad Affairs | 037.50 | 119141 | 0 | 21675 | X | |||
| Troutt William E | ||||||||
| President | 037.50 | 298989 | 0 | 106424 | X | |||
| Wade Jennifer G | ||||||||
| VP for Development | 037.50 | 139324 | 0 | 41702 | X | |||
| Wigginton Russell T | ||||||||
| VP for College Relations | 037.50 | 154810 | 0 | 17919 | X | |||
| Wottle David J | ||||||||
| Dean of Admissions/Fin Aid | 037.50 | 204283 | 0 | 40316 | X | |||
| Leslie Michael | ||||||||
| Professor Dean of British Studies | 037.50 | 165215 | 0 | 34320 | X | |||
| McWhirter N P | ||||||||
| Assoc VP Fin Business Affairs | 037.50 | 149581 | 0 | 70705 | X | |||
| Nelson Michael C | ||||||||
| Professor | 037.50 | 146965 | 0 | 33984 | X | |||
| Russ Jon L | ||||||||
| Assoc Professor | 037.50 | 142201 | 0 | 16665 | X | |||
| Shaffer Brian W | ||||||||
| Assoc Dean of AA, Professor | 037.50 | 138697 | 0 | 28266 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2712667 | TotalReportableCompFromOrg |
| Total Other Compensation | 800781 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | 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 |
|---|---|---|---|---|---|
| Ernst & Young LLP | |||||
| PO Box 933514 | Atlanta | GA | 311933514 | Audit Services | 191376 |
| Hanbury Evans Wright Vlattas & Company | |||||
| PO Box 3518 | Norfolk | VA | 235143518 | Contractor | 159662 |
| TCB Entertainment LLC | |||||
| 1555 Madison Ave | Memphis | TN | 381042448 | Talent Agent | 123695 |
| Ernie Worley Landscaping Company | |||||
| 8965 N Gragg Rd | Millington | TN | 380534844 | Contractor | 123530 |
| Whitney-Anderson Building Group LL | |||||
| PO Box 633 | Ellendale | TN | 380290633 | Contractor | 105130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 1089499 | GovernmentGrants |
| All Other Contributions | 11157014 | AllOtherContributions |
| Noncash Contributions | 416327 | NoncashContributions |
| Total Contributions | 12246513 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition and Fees | 55608920 | 55608920 | ||
| Auxiliary Enterprises | 10970964 | 10784426 | 713940 | 186538 |
| Other Income | 2463515 | 2463515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 69043399 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2913215 | TotalRevenueColumn |
| Exclusion | $2,913,215 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net realized and unrealized investment gains | Description |
| Total Revenue Column | 31238413 | TotalRevenueColumn |
| Exclusion | $31,238,413 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31238413 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115441540 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68856861 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 186538 | UnrelatedBusinessRevenue |
| Exclusion | $34,151,628 | 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 | 23712895 | Total |
| Program Services | 23712895 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 903230 | Total |
| Program Services | 903230 | ProgramServices |
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 | 2414586 | Total |
| Program Services | 1076905 | ProgramServices |
| Management And General | 1140161 | ManagementAndGeneral |
| Fundraising | 197520 | 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 | 27290967 | Total |
| Program Services | 22136913 | ProgramServices |
| Management And General | 4048196 | ManagementAndGeneral |
| Fundraising | 1105858 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2049137 | Total |
| Program Services | 1749098 | ProgramServices |
| Management And General | 226769 | ManagementAndGeneral |
| Fundraising | 73270 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3408246 | Total |
| Program Services | 2893274 | ProgramServices |
| Management And General | 387084 | ManagementAndGeneral |
| Fundraising | 127888 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1869878 | Total |
| Program Services | 1564474 | ProgramServices |
| Management And General | 235736 | ManagementAndGeneral |
| Fundraising | 69668 | 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 | 94819 | Total |
| Program Services | 48390 | ProgramServices |
| Management And General | 46051 | ManagementAndGeneral |
| Fundraising | 378 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128440 | Total |
| Program Services | 23300 | ProgramServices |
| Management And General | 105140 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60752 | Total |
| Management And General | 60752 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328348 | Total |
| Program Services | 179492 | ProgramServices |
| Management And General | 148476 | ManagementAndGeneral |
| Fundraising | 380 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95298 | Total |
| Program Services | 28195 | ProgramServices |
| Management And General | 67103 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2399184 | Total |
| Program Services | 1835413 | ProgramServices |
| Management And General | 355775 | ManagementAndGeneral |
| Fundraising | 207996 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 583682 | Total |
| Program Services | 545389 | ProgramServices |
| Management And General | 38293 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1979165 | Total |
| Program Services | 1315446 | ProgramServices |
| Management And General | 663719 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199270 | Total |
| Program Services | 1051491 | ProgramServices |
| Management And General | 45601 | ManagementAndGeneral |
| Fundraising | 102178 | 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 | 93124 | Total |
| Program Services | 93124 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59470 | Total |
| Management And General | 59470 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6392269 | Total |
| Program Services | 2250648 | ProgramServices |
| Management And General | 4141621 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858366 | Total |
| Program Services | 11203 | ProgramServices |
| Management And General | 847163 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Athletics, European British Studies Programs | 2399681 | 2399681 | ||
| Board | 3300648 | 3300648 | ||
| Commencement, Homecoming, Special Events | 425282 | 230759 | 194523 | |
| Faculty and Student Support | 1883572 | 1883572 | ||
| Administrative Support | 266647 | 109989 | 6777 | 149881 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3394611 | Total |
| Program Services | 2743318 | ProgramServices |
| Management And General | 591997 | ManagementAndGeneral |
| Fundraising | 59296 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87591567 | Total |
| Program Services | 72086847 | ProgramServices |
| Management And General | 13358988 | ManagementAndGeneral |
| Fundraising | 2145732 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7922276 | BOY |
| EOY | 7106247 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9450982 | BOY |
| EOY | 10477072 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612484 | BOY |
| EOY | 983803 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2591514 | BOY |
| EOY | 2774784 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 699995 | BOY |
| EOY | 779674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182238023 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 83333688 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101586238 | BOY |
| EOY | 98904335 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93739508 | BOY |
| EOY | 80746856 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169397277 | BOY |
| EOY | 206962219 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631436 | BOY |
| EOY | 1058110 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386631710 | BOY |
| EOY | 409793100 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13173290 | BOY |
| EOY | 14825572 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2937971 | BOY |
| EOY | 2829418 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19660000 | BOY |
| EOY | 13740000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8619454 | BOY |
| EOY | 11323868 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44390715 | BOY |
| EOY | 42718858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153696445 | BOY |
| EOY | 163017202 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36587539 | BOY |
| EOY | 47040134 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151957011 | BOY |
| EOY | 157016906 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342240995 | BOY |
| EOY | 367074242 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386631710 | BOY |
| EOY | 409793100 | 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 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 229523237 | BeginningOfYearBalance |
| Contributions | 3385486 | Contributions |
| Investment Earnings Or Losses | 31987512 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11808320 | GrantsOrScholarships |
| Other Expenditures | 625593 | OtherExpenditures |
| End Of Year Balance | 252462322 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 281511695 | BeginningOfYearBalance |
| Contributions | 784328 | Contributions |
| Investment Earnings Or Losses | -40636559 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11545402 | GrantsOrScholarships |
| Other Expenditures | 590825 | OtherExpenditures |
| End Of Year Balance | 229523237 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169943 | OtherCostOrOtherBasis |
| Book Value | 169943 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 145638818 | OtherCostOrOtherBasis |
| Depreciation | 58946269 | Depreciation |
| Book Value | 86692549 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23230523 | OtherCostOrOtherBasis |
| Depreciation | 17452039 | Depreciation |
| Book Value | 5778484 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13198739 | OtherCostOrOtherBasis |
| Depreciation | 6935380 | Depreciation |
| Book Value | 6263359 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 98904335 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (11 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Funds of funds - Long Equity | 29644906 | F |
| Funds of funds - Fixed Equity | 11478651 | F |
| Hedged Equity | 80827150 | F |
| Absolute Return | 50598770 | F |
| Private Equity | 18314479 | F |
| Distressed Debt | 8488285 | F |
| Private Real Estate Funds | 5605081 | F |
| Privately Held Stock | 117486 | F |
| Zero Coupon Bonds | 324839 | F |
| Real Estate | 255267 | F |
| Other | 1307305 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 206962219 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deposits and Advances | 630006 |
| Postage | 90404 |
| Consignment Jewelry | 2999 |
| Other Assets | 136044 |
| Deferred Tax Asset | 198657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1058110 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Assets held in custody for others | $94,868 |
| Accrued Postretirement Benefits | $11,229,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11323868 | TotalOfAmounts |
| Total Revenue | 115441540 | TotalRevenue |
| Total Expenses | 87591567 | TotalExpenses |
| Excess Or Deficit For Year | 27849973 | ExcessOrDeficitForYear |
| Other | -$3,016,726 | OtherAmount |
| Total Adjustments | -3016726 | TotalAdjustments |
| Excess Or Deficit Per FS | 24833247 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 114472814 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -968726 | OtherRevenues |
| Revenue Not Rptd F990 | -968726 | RevenueNotRptdF990 |
| Revenue Subtotal | 115441540 | RevenueSubtotal |
| Total Revenue Per Form990 | 115441540 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62975442 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 62975442 | ExpensesSubtotal |
| Other Expenses Not Included | 24616125 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 24616125 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 87591567 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| XII | 2d | Change in value of Charitable Remainder Trust agreements |
| XIII | 4b | Student Financial Aid |
| V | 4 | The College uses the endowment primarily to provide scholarships for students and provide financial support for academic programming and faculty. The endowment also provides additions to the Library collection and supports student programming. |
| XI | 8 | Change in value of charitable remainder trust agreements 968,726 |
| XI | 8 | Actuarial loss on postretirement benefit obligation 2,048,000 |
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 |
| Pub Via Broadcast Media Expln | We publish our nondiscrimination policy in many places. The most notable of which are in the newspaper with job postings, the college catalogue, and in recruiting materials. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | Federal Financial Aid Funds | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program services | Study Abroad Programs | 53577 |
| East Asia and the Pacific | Program services | Study Abroad Programs | 28003 |
| Europe | Program services | Study Abroad Programs | 1974735 |
| Middle East and North Africa | Program services | Study Abroad Programs | 24266 |
| South America | Program services | Study Abroad Programs | 21 |
| South Asia | Program services | Study Abroad Programs | 39296 |
| Sub-Saharan Africa | Program services | Study Abroad Programs | 29663 |
| Central America and the Caribbean | Program services | Faculty Conferences Research | 7195 |
| East Asia and the Pacific | Program services | Faculty Conferences Research | 3328 |
| Europe | Program services | Faculty Conferences Research | 52208 |
| Middle East and North Africa | Program services | Faculty Conferences Research | 6291 |
| North America | Program services | Faculty Conferences Research | 8291 |
| Russia and the Newly Independent States | Program services | Faculty Conferences Research | 816 |
| South America | Program services | Faculty Conferences Research | 597 |
| South Asia | Program services | Faculty Conferences Research | 2961 |
| Sub-Saharan Africa | Program services | Faculty Conferences Research | 5825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 2237073 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Scholarships Awarded | East Asia and the Pacific | 54 | 746130 | Tuition discount |
| Scholarships Awarded | Europe | 13 | 76900 | Tuition discount |
| Scholarships Awarded | North America | 1 | 13000 | Tuition discount |
| Scholarships Awarded | South America | 1 | 30200 | Tuition discount |
| Scholarships Awarded | Sub-Saharan Africa | 2 | 18500 | Tuition discount |
| Scholarships Awarded | South Asia | 2 | 18500 | Tuition discount |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 3 | ReturnReference |
| Explanation | Activities include European Studies Program, British Studies at Oxford, and 5 week study programs in China, Belgium, Costa Rica, Egypt, Germany, India, Latin America, Namibia, and Russia. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships Awarded | TypeOfGrant |
| Number Of Recipients | 1322 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 23712895 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | Academic and need-based scholarship awards | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| III | a | The College has a professionally staffed financial aid office charged with the responsibility of ensuring that all recipients meet all eligibility criteria and ensuring that |
| III | a | the College is in compliance with all government regulations pertaining to financial aid. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|
| Boone J Allen | |||||
| 224999 | 29283 | 27154 | 21107 | 302543 | 283905 |
| Borst Charlotte G | |||||
| 75301 | 16952 | 7389 | 8990 | 108632 | 260306 |
| Casey Carol E | |||||
| 135474 | 1138 | 15628 | 7286 | 159526 | 155037 |
| Daughdrill James H | |||||
| 15000 | 204086 | 219086 | 226594 | ||
| Drompp Michael R | |||||
| 173501 | 1836 | 20089 | 6429 | 201855 | 159756 |
| Johnson Robert M | |||||
| 204657 | 7380 | 23864 | 6769 | 242670 | 235803 |
| RIchey Melody K | |||||
| 159215 | 8726 | 19222 | 20793 | 207956 | 203872 |
| Troutt William E | |||||
| 290970 | 8019 | 87446 | 18978 | 405413 | 514234 |
| Wade Jennifer G | |||||
| 137778 | 1546 | 17107 | 24595 | 181026 | 173675 |
| Wigginton Russell T | |||||
| 153358 | 1452 | 17487 | 432 | 172729 | 167863 |
| Wottle David J | |||||
| 197995 | 6288 | 23656 | 16659 | 244598 | 240039 |
| Leslie Michael | |||||
| 110093 | 55122 | 12761 | 21559 | 199535 | 171550 |
| McWhirter N P | |||||
| 148812 | 769 | 17768 | 52937 | 220286 | 212217 |
| Nelson Michael C | |||||
| 146196 | 769 | 17343 | 16641 | 180949 | |
| Russ Jon L | |||||
| 142102 | 99 | 10242 | 6423 | 158866 | |
| Shaffer Brian W | |||||
| 106918 | 31779 | 12348 | 15917 | 166962 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| II | Compensation for James H. Daughdrill includes a distribution from Deferred Compensation Trust | |
| I | Both William Troutt and James H. Daughdrill participate in deferred compensation plans. | 4b |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (11 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant |
|---|---|---|
| Child of substantial contributor | substantial contributor | 15000 |
| Child of substantial contributor | substantial contributor | 13000 |
| Child of substantial contributor | substanital contributor | 10000 |
| Child of substantial contributor | substantial contributor | 13000 |
| Child of substantial contributor | substantial contributor | 10000 |
| Child of substantial contributor | substantial contributor | 8000 |
| Child of substantial contributor | substantial contributor | 8000 |
| Child of substantial contributor | substantial contributor | 13000 |
| Child of substantial contributor | substantial contributor | 10000 |
| Child of substantial contributor | substantial contributor | 8000 |
| Child of substantial contributor | substantial contributor | 21000 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1219 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair value at date received | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 414808 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair value at date received | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Antique Chairs | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair value at date received | 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 | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 32b | ReturnReference |
| Explanation | The College uses a broker to sell gifts of securites received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 990 III | 4d | Other Program Services include food services and residence halls, information technology, library services, and faculty research and development. |
| Form 990 VI | 2 | Two of the Colleges trustees, Spence Wilson and Ron Anderson, have a family relationship. |
| Form 990 VI | 10 | The Audit Committee of the Board of Trustees has responsibility for approving the Form 990 prior to filing. Subsequent to approval of the Audit Committee, the Form 990 will be provided to the full Board before filing. |
| Form 990 VI | 12c | All Trustees, Officers, and key employees are required to annually sign Conflict of Interest statements that disclose potential conflicts or the absence thereof. The Vice-President for Finance and Comptroller are charged with reviewing these statements as well as all transactions and relationships involving Trustees, Officers, and key employees to ensure compliance with the Colleges conflict of interest policy. |
| Form 990 VI | 15 | The Human Resources Office has the responsibility for monitoring internal equity and external competitiveness for all employees utilizing various higher education market data, benchmarks and surveys. The President has final authority over salary adjustments or salary administration changes. The Executive Committee of the Board of Trustees is responsible for establishing and approving compensation for the President. The Executive Committee assesses the performance of the President and performs executive compensation analysis of peer institutions in determining the compensation level of the President. |
| Form 990 VI | 19 | The Colleges governing documents and conflict of interest policy are available to the public on the Colleges website. Financial Statements are available only upon request. |
| Form 990 III | 4d | Other Program Services include food services and residence halls, information technology, library services, and faculty research and development. |
| Schedule E Form 990 or 990-EZ Financial Aid or Government Assistance | Line 6a The org receives aid, Line 6b The org has had their aid revoked or suspended. | Federal Financial Aid Funds |