FAULKNER UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FAULKNER UNIVERSITY (EIN 63-0329409)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-10-17
- IRS object ID
- 201122909349301002
- Schema version
- 2010v3.4
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-17T08:40:30-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON THORNTON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 96 | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 361010096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630329409 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAULKNER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FAUL | NameControl |
| Phone | 3343867274 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5345 ATLANTA HIGHWAY | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILMA D PHILLIPS | Name |
| Title | VICE PRES - FINANCE | Title |
| Phone | 3343867274 | Phone |
| Date Signed | 2011-10-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUCINDA S BOLLINGER | Name |
| Phone | 3348347660 | Phone |
| Date Prepared | 2011-10-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BILLY D HILYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5345 ATLANTA HIGHWAY | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54156560 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FAULKNER.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | EDUCATIONAL INSTITUTION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1042 | TotalNbrEmployees |
| Total Nbr Volunteers | 244 | TotalNbrVolunteers |
| Total Gross UBI | 30955 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1212 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2724926 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5333465 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43083816 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45188095 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -61691 | InvestmentIncomePriorYear |
| Investment Income Current Year | 548779 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 599625 | OtherRevenuePriorYear |
| Other Revenue Current Year | 649595 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46346676 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51719934 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7298503 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7715603 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19815428 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21518197 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 75930 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 37240 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1832214 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16321496 | OtherExpensePriorYear |
| Other Expenses Current Year | 17811889 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43511357 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47082929 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2835319 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4637005 | RevenuesLessExpensesCY |
| Total Assets BOY | 75315358 | TotalAssetsBOY |
| Total Assets EOY | 90319634 | TotalAssetsEOY |
| Total Liabilities BOY | 36389965 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 44864213 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38925393 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 45455421 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF FAULKNER UNIVERSITY IS TO GLORIFY GOD THROUGH EDUCATION OF THE WHOLE PERSON EMPHASIZING INTEGRITY OF CHARACTER IN A CARING CHRISTIAN ENVIRONMENT WHERE EVERY INDIVIDUAL MATTERS EVERY DAY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 27715183 | Expense |
| Grants | 7715603 | Grants |
| Revenue | 41849517 | Revenue |
| Description | INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8953033 | Expense |
| Revenue | 838400 | Revenue |
| Description | STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4073799 | Expense |
| Revenue | 3338578 | Revenue |
| Description | AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 40742015 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 100 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1042 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMA D PHILLIPS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3343867274 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5345 ATLANTA HIGHWAY | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR BILLY D HILYER | ||||||||
| UNIVERSITY PRESIDENT | 60.00 | X | X | 130352 | 0 | 71070 | ||
| DR WENDELL MITCHELL | ||||||||
| TRUSTEE DEAN EMER JONES | 40.00 | X | 132558 | 0 | 15787 | |||
| JOHN W HILL III | ||||||||
| TRUSTEE CHAIR | 0.00 | X | X | 0 | 0 | 0 | ||
| DR BILLY LAMBERT | ||||||||
| TRUSTEE VICE CHAIR | 0.00 | X | X | 0 | 0 | 0 | ||
| MRS CARLTON L FREEMAN | ||||||||
| TRUSTEE BOARD SECRETARY | 0.00 | X | X | 0 | 0 | 0 | ||
| DR E R BRANNAN | ||||||||
| TRUSTEE | 0.50 | X | 12000 | 0 | 0 | |||
| DR CHARLES BRITNELL | ||||||||
| TRUSTEE | 0.50 | X | 100 | 0 | 0 | |||
| MR ERNIE F CHAPPELL | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR DOUGLAS COVINGTON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR DONALD R DAVIS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR JOSEPH W DONALDSON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR JUSTIN GARRETT | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR FRED D GRAY | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR JESS HALL JR | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR LAMAR A HARRISON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR LAVON HENLEY | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR DAVIS HOWELL | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR FRANK JONES | ||||||||
| TRUSTEE | 0.50 | X | 100 | 0 | 0 | |||
| MR DALE KIRKLAND | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR H LOUIS LESTER JR | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR DON LEWIS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR MANSEL LONG JR | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MRS GLENDA MAJOR | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR ROY M MCRAIG | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR HENRI MCDANIEL | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR FLAVIL NICHOLS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR PHIL NORTON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR TED A NORTON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR HENRY A PARKER | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR DAVID PHILLIPS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR MELVINA PHILLIPS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR MICHAEL PICKENS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR B O RICHARDSON | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MRS ELIZABETH H SMITH | ||||||||
| TRUSTEE | 32.00 | X | 32746 | 0 | 0 | |||
| DR BUD STUMBAUGH | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR J T WAGGONER | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR ROBERT W WALTERS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MRS ANNA WEEKS | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| MR ED V WELCH | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| DR JACK ZORN | ||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |||
| WILMA D PHILLIPS | ||||||||
| VP FOR FINANCE | 45.00 | X | 108213 | 0 | 5241 | |||
| BRENDA SEE | ||||||||
| ASSOC DEAN ACADEMICS JONES | 55.00 | 174475 | 0 | 5244 | X | |||
| CHARLES NELSON | ||||||||
| DEAN JONES SCHOOL OF LAW | 50.00 | 186709 | 0 | 19372 | X | |||
| TIM CHINARIS | ||||||||
| ASSOC DEAN ACADEMICS JONES | 50.00 | 169911 | 0 | 16906 | X | |||
| DAVE KHADANGA | ||||||||
| DEAN COLLEGE OF BUSINESS | 40.00 | 153505 | 0 | 15548 | X | |||
| DAVE RAMPERSAD | ||||||||
| DEAN COLLEGE OF LIBERAL ARTS | 50.00 | 119574 | 0 | 49258 | X | |||
| ROSIE KHADANGA | ||||||||
| PROFESSOR | 40.00 | 125067 | 0 | 3408 | X | |||
| GERALD JONES JR | ||||||||
| ASSOC DEAN COLLEGE OF BUSI | 40.00 | 122649 | 0 | 14883 | X | |||
| L EDWARD HICKS | ||||||||
| PROFESSOR DEPT CHAIR | 40.00 | 130226 | 0 | 10483 | X | |||
| DONALD GARNER | ||||||||
| PROFESSOR | 40.00 | 110731 | 0 | 5072 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1708916 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 232272 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CULINARY MANAGEMENT SOLUTIONS | |||||
| 5345 ATLANTA HWY | MONTGOMERY | AL | 36109 | CAFETERIA & CATERING SERVICES | 1545117 |
| EFC SYSTEMS INC | |||||
| 3026 OWEN DRIVE SUITE 101 | ANTIOCH | TN | 37013 | COMPUTER OUTSOURCING SERVICES | 1167696 |
| NATIONAL MANAGEMENT RESOURCES | |||||
| PO BOX 1224 | LAGRANGE | GA | 30241 | MAINTENANCE OUTSOURCING | 1002767 |
| MTS CONSTRUCTION | |||||
| 281 E MENDEL PKWY | MONTGOMERY | AL | 36117 | CONSTRUCTION | 902989 |
| NORTHSTAR INTEGRATED ADVERTISING | |||||
| PO BOX 1971 | OPELIKA | AL | 36801 | ADVERTISING | 860257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 1032608 | FundraisingEvents |
| Government Grants | 1208875 | GovernmentGrants |
| All Other Contributions | 3091982 | AllOtherContributions |
| Noncash Contributions | 1669097 | NoncashContributions |
| Total Contributions | 5333465 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 41849517 | 41849517 |
| AUXILIARY ENTERPRISES | 900099 | 3338578 | 3338578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45188095 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 413065 | TotalRevenueColumn |
| Exclusion | $413,065 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2283940 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2148226 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135714 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135714 | TotalRevenueColumn |
| Exclusion | $135,714 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 68640 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1032608 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 288400 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -219760 | TotalRevenueColumn |
| Exclusion | -$219,760 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | 838400 | 838400 | |
| SECURITY SERVICE REVEN | 812900 | 25350 | 25350 | |
| TELEPHONE SERVICE | 812900 | 5605 | 5605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 869355 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51719934 | TotalRevenueColumn |
| Related Or Exempt Function Income | 46026495 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30955 | UnrelatedBusinessRevenue |
| Exclusion | $329,019 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7715603 | Total |
| Program Services | 7715603 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950045 | Total |
| Program Services | 123510 | ProgramServices |
| Management And General | 564924 | ManagementAndGeneral |
| Fundraising | 261611 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16928440 | Total |
| Program Services | 14999101 | ProgramServices |
| Management And General | 1247417 | ManagementAndGeneral |
| Fundraising | 681922 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682673 | Total |
| Program Services | 587167 | ProgramServices |
| Management And General | 73358 | ManagementAndGeneral |
| Fundraising | 22148 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1748111 | Total |
| Program Services | 1503550 | ProgramServices |
| Management And General | 187847 | ManagementAndGeneral |
| Fundraising | 56714 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208928 | Total |
| Program Services | 1039799 | ProgramServices |
| Management And General | 129908 | ManagementAndGeneral |
| Fundraising | 39221 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22961 | Total |
| Management And General | 22961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54960 | Total |
| Management And General | 54960 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37240 | Total |
| Fundraising | 37240 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278669 | Total |
| Program Services | 244095 | ProgramServices |
| Management And General | 4329 | ManagementAndGeneral |
| Fundraising | 30245 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1034600 | Total |
| Program Services | 937980 | ProgramServices |
| Fundraising | 96620 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2348962 | Total |
| Program Services | 1774086 | ProgramServices |
| Management And General | 406598 | ManagementAndGeneral |
| Fundraising | 168278 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100349 | Total |
| Program Services | 946411 | ProgramServices |
| Management And General | 118240 | ManagementAndGeneral |
| Fundraising | 35698 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1678647 | Total |
| Program Services | 1443804 | ProgramServices |
| Management And General | 180383 | ManagementAndGeneral |
| Fundraising | 54460 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855215 | Total |
| Program Services | 748556 | ProgramServices |
| Management And General | 62547 | ManagementAndGeneral |
| Fundraising | 44112 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127489 | Total |
| Program Services | 123432 | ProgramServices |
| Management And General | 3986 | ManagementAndGeneral |
| Fundraising | 71 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1438210 | Total |
| Program Services | 1237004 | ProgramServices |
| Management And General | 154546 | ManagementAndGeneral |
| Fundraising | 46660 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2655533 | Total |
| Program Services | 2284024 | ProgramServices |
| Management And General | 285356 | ManagementAndGeneral |
| Fundraising | 86153 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143989 | Total |
| Program Services | 143989 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTED SERVICES | 2530390 | 2197129 | 245927 | 87334 |
| OTHER EXPENSES | 1500965 | 674783 | 748877 | 77305 |
| CAFETERIA PURCHASES | 1356775 | 1336999 | 13965 | 5811 |
| MINOR EQUIPMENT | 365964 | 362782 | 2571 | 611 |
| BAD DEBT EXPENSE | 318211 | 318211 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47082929 | Total |
| Program Services | 40742015 | ProgramServices |
| Management And General | 4508700 | ManagementAndGeneral |
| Fundraising | 1832214 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6568600 | BOY |
| EOY | 8556227 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 573000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1061751 | BOY |
| EOY | 2520013 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2211237 | BOY |
| EOY | 2213128 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243870 | BOY |
| EOY | 161116 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75060 | BOY |
| EOY | 231226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79690260 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28752213 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44375561 | BOY |
| EOY | 50938047 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19201304 | BOY |
| EOY | 21047531 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1577975 | BOY |
| EOY | 4079346 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75315358 | BOY |
| EOY | 90319634 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4058392 | BOY |
| EOY | 4476569 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164316 | BOY |
| EOY | 102575 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3380290 | BOY |
| EOY | 4044330 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28786967 | BOY |
| EOY | 36240739 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36389965 | BOY |
| EOY | 44864213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25483057 | BOY |
| EOY | 31938647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3879055 | BOY |
| EOY | 3788748 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9563281 | BOY |
| EOY | 9728026 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38925393 | BOY |
| EOY | 45455421 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75315358 | BOY |
| EOY | 90319634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4637005 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1893023 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17863232 | BeginningOfYearBalance |
| Contributions | 726575 | Contributions |
| Investment Earnings Or Losses | 1876031 | InvestmentEarningsOrLosses |
| Other Expenditures | 718918 | OtherExpenditures |
| End Of Year Balance | 19746920 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15438871 | BeginningOfYearBalance |
| Contributions | 841404 | Contributions |
| Investment Earnings Or Losses | 1622690 | InvestmentEarningsOrLosses |
| Other Expenditures | 39733 | OtherExpenditures |
| End Of Year Balance | 17863232 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17716652 | BeginningOfYearBalance |
| Contributions | 208439 | Contributions |
| Investment Earnings Or Losses | -2136914 | InvestmentEarningsOrLosses |
| Other Expenditures | 349306 | OtherExpenditures |
| End Of Year Balance | 15438871 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.34080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49270 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16650 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5345410 | OtherCostOrOtherBasis |
| Book Value | 5345410 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53479885 | OtherCostOrOtherBasis |
| Depreciation | 12483990 | Depreciation |
| Book Value | 40995895 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16489658 | OtherCostOrOtherBasis |
| Depreciation | 12752918 | Depreciation |
| Book Value | 3736740 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4375307 | OtherCostOrOtherBasis |
| Depreciation | 3515305 | Depreciation |
| Book Value | 860002 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 50938047 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ENDOWMENT FUNDS SUPPORT THE MISSION OF THE UNIVERSITY. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLICIZES ITS POLICY IN ITS CATALOG. THE POLICY IS ALSO PUBLICIZED IN NEWSPAPER ADS AND OTHER MEDIA OUTLETS DURING THE REGISTRATION PERIOD. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | US DEPT OF EDUCATION-TITLE IV $536,011 US DEPT OF EDUCATION TIP $299,292 STATE AND LOCAL GRANTS & SCHOLARSHIPS $373,572 THE UNIVERSITY ALSO PARTICIPATES IN ADDITIONAL US DEPT OF EDUCATION TITLE IV PROGRAMS AND STATE OF ALABAMA STUDENT FINANCIAL AID PROGRAMS |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| JAMES NORWOOD | 6366 EASTWOOD GLEN PLACE | MONTGOMERY | AL | 36117 | GRANT WRITER | 0 | 9000 | 12240 | -3240 |
| ROBERT VAN POPPEL | 649 RIVER BIRCH DRIVE | VASS | NC | 28394 | CONSULTANT FOR JSL SOLICITATIONS | 0 | 0 | 25000 | -25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 9000 | TotalGrossReceipts |
| Total Retained By Contractors | 37240 | TotalRetainedByContractors |
| Total Net To Organization | -28240 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 1101248 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1032608 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 68640 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 139609 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 148791 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1101248 | GrossReceiptsTotal |
| Charitable Contributions Total | 1032608 | CharitableContributionsTotal |
| Gross Revenue Total Events | 68640 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 139609 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 148791 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 288400 | DirectExpenseSummaryEvents |
| Net Income Summary | -219760 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| INSTITUTIONAL AID | 818 | 6892331 | FAIR MARKET VALUE |
| FEDERAL AND STATE AID | 558 | 526580 | FAIR MARKET VALUE |
| ENDOWED UNIVERSITY SCHOLARSHIPS | 27 | 128230 | FAIR MARKET VALUE |
| OUTSIDE FUNDED SCHOLARSHIPS | 68 | 168462 | FAIR MARKET VALUE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE ONLY AWARDED TO THOSE STUDENTS WHO MEET THE REQUIREMENTS FOR A PARTICULAR GRANT OR GRANTS. ALSO, THEY MUST MEET OUR SATISFACTORY PROGRESS POLICY TO CONTINUE RECEIVING THESE FUNDS, WHETHER IT IS FEDERAL GOVERNMENT OR FAULKNER UNIVERSITY FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR BILLY D HILYER | |||||||||||||
| 113323 | 0 | 0 | 0 | 17029 | 0 | 22670 | 0 | 48400 | 0 | 201422 | 0 | 0 | 0 |
| BRENDA SEE | |||||||||||||
| 111646 | 0 | 250 | 0 | 62579 | 0 | 5041 | 0 | 203 | 0 | 179719 | 0 | 0 | 0 |
| CHARLES NELSON | |||||||||||||
| 185352 | 0 | 0 | 0 | 1357 | 0 | 8665 | 0 | 10707 | 0 | 206081 | 0 | 0 | 0 |
| TIM CHINARIS | |||||||||||||
| 155164 | 0 | 10000 | 0 | 4747 | 0 | 6065 | 0 | 10841 | 0 | 186817 | 0 | 0 | 0 |
| DAVE KHADANGA | |||||||||||||
| 150652 | 0 | 2000 | 0 | 853 | 0 | 4707 | 0 | 10841 | 0 | 169053 | 0 | 0 | 0 |
| DAVE RAMPERSAD | |||||||||||||
| 108857 | 0 | 0 | 0 | 10717 | 0 | 3417 | 0 | 45841 | 0 | 168832 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY | |||||||
| 631104797 | 613045CM3 | 2007-05-10 | 25995000 | 2007 FACILITIES REVENUE BOND | 0 | 0 | 0 |
| PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTHORITY | |||||||
| 521297592 | 010397FS1 | 2009-07-29 | 3375000 | 2009 FACILITIES REVENUE BOND | 0 | 0 | 0 |
| EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY | |||||||
| 631104797 | 2011-03-03 | 5000000 | 2011 SPECIAL PROJECT | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|
| 1170000 | 25995000 | 1622988 | 1816796 | 22555216 | 2008 | 0 | 1 | 1 | 1 | |
| 280000 | 3375000 | 96050 | 3236000 | 2009 | 0 | 0 | 0 | 1 | 42950 | |
| 5000000 | 60715 | 2434431 | 2011 | 0 | 0 | 0 | 1 | 2504854 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| EFC SYSTEMS | |||
| OWNER ERNIE CHAPPELL IS MEMBER OF THE TRUSTEES & CHAIR OF FINANCE COMMITTEE | 1166995 | MR. CHAPPELL'S COMPANY PROVIDES COMPUTER CONSULTATION, HARDWARE & SOFTWARE SERVICES | 0 |
| CULINARY MANAGEMENT SOLUTIONS | |||
| OWNER JOHN HILL IS A MEMBER AND CHAIR OF THE BOARD OF TRUSTEES | 1545403 | MR HILL'S COMPANY PROVIDES THE FOOD SERVICE FOR THE CAFETERIA | 0 |
| LL&T INC | |||
| OWNER LAMAR HARRISON IS A MEMBER OF THE BOARD OF TRUSTEES | 356938 | MR HARRISON'S COMPANY HOLDS THE LEASE FOR THE MOBILE, AL CAMPUS BUILDING | 0 |
| WELCH HORNSBY WELCH | |||
| THE OWNER'S FATHER, ED WELCH IS A MEMBER OF THE BOARD OF TRUSTEES | 45276 | THE COMPANY PROVIDES INVESTMENT ADVICE | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 53126 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1607000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FURNITURE | 3 | 4711 | FMV |
| X | LIBRARY BOOKS,VIDEOS | 6 | 3397 | FMV |
| X | EQUIPMENT | 2 | 862 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAVE KHADANGA, DEAN OF THE HARRIS SCHOOL AND ROSIE KHADANGA, PROFESSOR ARE HUSBAND AND WIFE. | |
| FORM 990, PART VI, SECTION A, LINE 2 | PHIL NORTON, BOARD MEMBER AND TED A. NORTON, BOARD MEMBER ARE BROTHERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RECEIVES A COPY OF FORM 990 DURING THE FALL BOARD MEETING. | |
| BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. ALL FORMS ARE REVIEWED BY THE BOARD CHAIR OR VICE CHAIR AND MAINTAINED IN THE OFFICE OF THE UNIVERSITY PRESIDENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,893,023. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| FAULKNER UNIVERSITY FOUNDATION | |||||||||
| 5345 ATLANTA HIGHWAY | MONTGOMERY | AL | 36109 | 061697483 | CHRISTIAN EDUCATION AT FAULKNER UNIVERSITY | AL | 501(C)(3) | 170(B)(1)(A)(VI) | 0 |
| JONES SCHOOL OF LAW FOUNDATION | |||||||||
| 5345 ATLANTA HIGHWAY | MONTGOMERY | AL | 36109 | 061697484 | CHRISTIAN EDUCATION AT JONES SCHOOL OF LAW | AL | 501(C)(3) | 170(B)(1)(A)(VI) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |