QUEENS UNIVERSITY OF CHARLOTTE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- QUEENS UNIVERSITY OF CHARLOTTE (EIN 56-0530003)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201141339349304224
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T14:25:36-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560530003 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEENS UNIVERSITY OF CHARLOTTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUEE | NameControl |
| Phone | 7043372305 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28274 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN GARY | Name |
| Title | FINANCE & ADMINISTRATION | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| 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 | DR PAMELA L DAVIES PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 74728419 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.QUEENS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENTS' LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 940 | TotalNbrEmployees |
| Total Nbr Volunteers | 144 | TotalNbrVolunteers |
| Total Gross UBI | -12589 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -18145 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14963831 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13946006 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36089821 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 43144897 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -116857 | InvestmentIncomePriorYear |
| Investment Income Current Year | -2095036 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1901 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 50934894 | TotalRevenuePriorYear |
| Total Revenue Current Year | 54995867 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9955076 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11202082 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22547421 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25070401 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1585778 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16088183 | OtherExpensePriorYear |
| Other Expenses Current Year | 18369362 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48590680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 54641845 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2344214 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 354022 | RevenuesLessExpensesCY |
| Total Assets BOY | 122163097 | TotalAssetsBOY |
| Total Assets EOY | 129078888 | TotalAssetsEOY |
| Total Liabilities BOY | 35985948 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36496705 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 86177149 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 92582183 | NetAssetsOrFundBalancesEOY |
| Mission Description | QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENT'S LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 37783469 | Expense |
| Grants | 11202082 | Grants |
| Revenue | 36880686 | Revenue |
| Description | QUEENS UNIVERSITY OF CHARLOTTE IS A PRIVATE, CO-EDUCATIONAL, PRESBYTERIAN-AFFILIATED COMPREHENSIVE UNIVERSITY WITH A COMMITMENT TO BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES. LOCATED IN THE HEART OF HISTORIC CHARLOTTE, QUEENS SERVES APPROXIMATELY 2,700 UNDERGRADUATE AND GRADUATE STUDENTS THROUGH ITS COLLEGE OF ARTS AND SCIENCES, THE MCCOLL SCHOOL OF BUSINESS, THE ANDREW BLAIR COLLEGE OF HEALTH WHICH FEATURES THE PRESBYTERIAN SCHOOL OF NURSING, THE WAYLAND H. CATO, JR. SCHOOL OF EDUCATION, THE KNIGHT SCHOOL OF COMMUNICATION AND THE HAYWORTH COLLEGE FOR ADULT STUDIES. | Description |
| Total Program Service Expense | 37783469 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | 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 | 264 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 940 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN GARY | NamePerson |
| Telephone Number | 7043372305 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28274 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN P JENKINS III | ||||||||
| CHAIRMAN OF THE BOARD | 1.0 | X | 0 | 0 | 0 | |||
| SALLIE MOORE LOWRANCE | ||||||||
| VICE CHAIR | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH W GRIER JR | ||||||||
| SECRETARY & TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHRYN WINSMAN BLACK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DEBORAH BUTLER BRYAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANGELINE MASSEY CLINTON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARGORIE KNIGHT CRANE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ELIZABETH RIVERS CURRY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DONNA JONES DEAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FRANCES DEARMON EVANS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARY ELIZABETH PUETTE FRANCIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SARAH BELK GAMBRELL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHRYN L GRIGG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| IRVIN W HANKINS III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| W BENJAMIN HAWFIELD JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CARSON SLOAN HENLINE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LYTTLETON RICH HOLLOWELL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LENIOR C KEESLER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SEAN KELLY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JUDITH MOORE LEONARD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS L LEWIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL MARSICANO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KITTY TILGHMAN MCEADDY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| A WARD MCKEITHEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BAILEY PATRICK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KEITH MCKENNA PENSION | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID L POPE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| A ALEX PORTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MYRTA JANE PULLIAM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS REDDIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MA ROGERS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| C BRENT TREXLER JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CYNTHIA HALDENBY TYSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| F WILLIAM VANDIVER JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JO DEWITT WILSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MANUEL ZAPATA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAMELA LEWIS DAVIES | ||||||||
| PRESIDENT, EX OFFICIO, B.O.T. | 60.0 | 300530 | 0 | 83681 | X | |||
| WILLIAM CLYDE | ||||||||
| VP FOR ACADEMIC AFFAIRS | 50.0 | 204373 | 0 | 46988 | X | |||
| JAMES BULLOCK | ||||||||
| VP FOR UNIVERSITY ADVANCEMENT | 50.0 | 198852 | 0 | 40289 | X | |||
| BRIAN RALPH | ||||||||
| VP FOR ENROLLMENT MANAGEMENT | 50.0 | 151141 | 0 | 35920 | X | |||
| SUSAN GARY | ||||||||
| VP FINANCE & ADMINISTRATION | 50.0 | 117635 | 0 | 32269 | X | |||
| REBECCA ANDERSON | ||||||||
| VP MARKETING & COMMUNITY RELAT | 50.0 | 115062 | 0 | 36167 | X | |||
| WILLIAM A NICHOLS JR | ||||||||
| VP FOR CAMPUS PLANNING & SVCS | 50.0 | 103804 | 0 | 14782 | X | |||
| CHRISTY MAJORS | ||||||||
| TREASURER | 40.0 | 65631 | 0 | 13323 | X | |||
| TAMARA BURRELL | ||||||||
| EXEC ASSISTANT & SECRETARY | 40.0 | 50223 | 0 | 11078 | X | |||
| WILLIAM CODY | ||||||||
| DEAN, SCHOOL OF NURSING | 40.0 | 159149 | 0 | 22325 | X | |||
| TERRY BRODERICK | ||||||||
| DEAN, SCHOOL OF BUSINESS | 40.0 | 150000 | 0 | 375 | X | |||
| GARY POWELL | ||||||||
| ASSOCIATE PROFESSOR, BUS ADMIN | 40.0 | 140273 | 29100 | 14806 | X | |||
| ROBERT FINLEY | ||||||||
| PROFESSOR, BUSINESS ADMIN | 40.0 | 136599 | 19600 | 34187 | X | |||
| WILLIAM SPARKS | ||||||||
| ASSOCIATE PROFESSOR, MGMT SCI | 40.0 | 120703 | 29600 | 19949 | X | |||
| CHARLES BAMFORD | ||||||||
| PROFESSOR, BUSINESS ADMIN | 40.0 | 127023 | 12500 | 15431 | X | |||
| S CATHERINE ANDERSON | ||||||||
| INSTRUCTOR | 40.0 | 101964 | 29250 | 34690 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2242962 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 120050 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 456260 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF NORTH CAR | |||||
| PO BOX 30071 | DURHAM | NC | 27702 | HEALTH INSURANCE | 2234167 |
| COMPASS GROUP USA INC | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD SVCS/CATERING | 2236277 |
| RODGER'S BUILDERS INC | |||||
| PO BOX 18446 | CHARLOTTE | NC | 28218 | CONSTRUCTION - RENOV | 416425 |
| OCE' BUSINESS SERVICES INC | |||||
| 12534 COLLECTIONS CENTER DRIVE | CHIGAGO | IL | 60693 | MAIL & PRINTING | 354067 |
| WELLS FARGO INSURANCE SERVICES USA | |||||
| 6100 FAIRVIEW ROAD SUITE 1400 | CHARLOTTE | NC | 28210 | INSURANCE SERVICES | 342829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Government Grants | 3413575 | GovernmentGrants |
| All Other Contributions | 10532431 | AllOtherContributions |
| Noncash Contributions | 318820 | NoncashContributions |
| Total Contributions | 13946006 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION AND FEES | 900099 | 35466850 | 35466850 | 0 | $0 |
| AUXILIARY ENTERPRISES | 900099 | 6264211 | 0 | 0 | $6,264,211 |
| OTHER INCOME | 900099 | 1413836 | 1413836 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 43144897 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 567241 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -12589 | UnrelatedBusinessRevenue |
| Exclusion | $579,830 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17070275 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19732552 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2662277 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2662277 | TotalRevenueColumn |
| Exclusion | -$2,662,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54995867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36880686 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -12589 | UnrelatedBusinessRevenue |
| Exclusion | $4,181,764 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11202082 | Total |
| Program Services | 11202082 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1843499 | Total |
| Program Services | 728687 | ProgramServices |
| Management And General | 932222 | ManagementAndGeneral |
| Fundraising | 182590 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18632715 | Total |
| Program Services | 14568712 | ProgramServices |
| Management And General | 3292400 | ManagementAndGeneral |
| Fundraising | 771603 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828864 | Total |
| Program Services | 517762 | ProgramServices |
| Management And General | 263345 | ManagementAndGeneral |
| Fundraising | 47757 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2361184 | Total |
| Program Services | 1232218 | ProgramServices |
| Management And General | 1003464 | ManagementAndGeneral |
| Fundraising | 125502 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1404139 | Total |
| Program Services | 813222 | ProgramServices |
| Management And General | 536977 | ManagementAndGeneral |
| Fundraising | 53940 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60514 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 60514 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174685 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 174685 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145763 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 145763 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337942 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 337942 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509567 | Total |
| Program Services | 235983 | ProgramServices |
| Management And General | 183346 | ManagementAndGeneral |
| Fundraising | 90238 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1376973 | Total |
| Program Services | 650659 | ProgramServices |
| Management And General | 666585 | ManagementAndGeneral |
| Fundraising | 59729 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158089 | Total |
| Program Services | 47755 | ProgramServices |
| Management And General | 108706 | ManagementAndGeneral |
| Fundraising | 1628 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10699 | Total |
| Program Services | 1410 | ProgramServices |
| Management And General | 9289 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368529 | Total |
| Program Services | 1219618 | ProgramServices |
| Management And General | 148911 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061391 | Total |
| Program Services | 720941 | ProgramServices |
| Management And General | 319867 | ManagementAndGeneral |
| Fundraising | 20583 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15540 | Total |
| Program Services | 8912 | ProgramServices |
| Management And General | 6628 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26213 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 26213 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3465359 | Total |
| Program Services | 3465359 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374090 | Total |
| Program Services | 476 | ProgramServices |
| Management And General | 373614 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SERVICES PURCHASED/MAINT. | 3602209 | 1837252 | 1739667 | 25290 |
| ENRICHMENT | 4147449 | 235636 | 3776490 | 135323 |
| RECRUITMENT | 120874 | 67976 | 30295 | 22603 |
| MEMBERSHIPS | 349653 | 60440 | 282528 | 6685 |
| BAD DEBT EXPENSE | 712050 | 0 | 712050 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351773 | Total |
| Program Services | 168369 | ProgramServices |
| Management And General | 141097 | ManagementAndGeneral |
| Fundraising | 42307 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54641845 | Total |
| Program Services | 37783469 | ProgramServices |
| Management And General | 15272598 | ManagementAndGeneral |
| Fundraising | 1585778 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4811839 | BOY |
| EOY | 6386467 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9471718 | BOY |
| EOY | 1464796 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8488865 | BOY |
| EOY | 11036252 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305176 | BOY |
| EOY | 218882 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94044858 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36048794 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57134444 | BOY |
| EOY | 57996064 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25644344 | BOY |
| EOY | 28270528 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15886640 | BOY |
| EOY | 23539420 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420071 | BOY |
| EOY | 166479 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122163097 | BOY |
| EOY | 129078888 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7352137 | BOY |
| EOY | 8956375 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188900 | BOY |
| EOY | 188900 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22470000 | BOY |
| EOY | 22120000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5974911 | BOY |
| EOY | 5231430 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35985948 | BOY |
| EOY | 36496705 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56039551 | BOY |
| EOY | 55922548 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18029361 | BOY |
| EOY | 24200769 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12108237 | BOY |
| EOY | 12458866 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86177149 | BOY |
| EOY | 92582183 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122163097 | BOY |
| EOY | 129078888 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41069806 | BeginningOfYearBalance |
| Contributions | 1038026 | Contributions |
| Investment Earnings Or Losses | 3234862 | InvestmentEarningsOrLosses |
| Other Expenditures | 2277781 | OtherExpenditures |
| End Of Year Balance | 43064913 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49267575 | BeginningOfYearBalance |
| Contributions | 1582227 | Contributions |
| Investment Earnings Or Losses | -7357911 | InvestmentEarningsOrLosses |
| Other Expenditures | 2422085 | OtherExpenditures |
| End Of Year Balance | 41069806 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 260000 | OtherCostOrOtherBasis |
| Book Value | 260000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64969471 | OtherCostOrOtherBasis |
| Depreciation | 19790035 | Depreciation |
| Book Value | 45179436 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11094500 | OtherCostOrOtherBasis |
| Depreciation | 8442964 | Depreciation |
| Book Value | 2651536 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17720886 | OtherCostOrOtherBasis |
| Depreciation | 7815794 | Depreciation |
| Book Value | 9905092 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57996064 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PERPETUAL TRUSTS | 3483669 | F |
| HEDGE FUNDS | 13832807 | F |
| REAL ESTATE FUNDS AND LPS | 3134747 | F |
| PRIVATE EQUITY LPS | 2824015 | F |
| OTHER INVESTMENTS | 264182 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 23539420 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $671,678 |
| CAPITAL LEASE OBLIGATION | $327,752 |
| LINE OF CREDIT | $4,232,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5231430 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Endowment Funds | Identifier |
| Return Reference | Schedule D, Part V | ReturnReference |
| Explanation | The intended uses of the university's endowment funds are for scholarships, professorships, faculty development, buildings & grounds, library, academic, and other. | Explanation |
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 | QUEENS UNIVERSITY OF CHARLOTTE PUBLISHED THE FOLLOWING STATEMENT IN ITS ADMISSION MATERIALS, STUDENT APPLICATION, AND IN ITS MEDIA ADVERTISEMENTS: "ADMISSION IS GRANTED TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, AGE, CREED, HANDICAP, OR NATIONAL OR ETHNIC ORIGIN." | 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 | THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL ACADEMIC COMPETITIVENESS GRANTS (ACG), FEDERAL NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS (NATIONAL SMART GRANT), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL SUBSIDIZED STAFFORD LOANS, FEDERAL UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, FEDERAL PARENT (PLUS) LOANS, AND FEDERAL WORK STUDY PROGRAM. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| WORK STUDY PROGRAMS | 135 | 33667 |
| STUDENT AID SCHOLARSHIPS | 1181 | 11168415 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the use of grants | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Scholarships and Fellowships are awarded by Queens University of Charlotte to students based on their academic achievement, talent in the fine arts, and participation in intercollegiate athletics. The awards are based on their performance levels. Students are also awarded need-based scholarships and grants based on their need as established by completing the Free Application for Federal Student Aid (FAFSA) and, if applicable, by specific criteria and guidelines for other federal and state programs. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA LEWIS DAVIES | |||||||||||||
| 236002 | 0 | 54663 | 0 | 9865 | 0 | 34250 | 0 | 49431 | 0 | 384211 | 0 | 0 | 0 |
| WILLIAM CLYDE | |||||||||||||
| 183473 | 0 | 20900 | 0 | 0 | 0 | 29186 | 0 | 17802 | 0 | 251361 | 0 | 0 | 0 |
| JAMES BULLOCK | |||||||||||||
| 171852 | 0 | 19800 | 0 | 7200 | 0 | 22500 | 0 | 17789 | 0 | 239141 | 0 | 0 | 0 |
| BRIAN RALPH | |||||||||||||
| 135102 | 0 | 15950 | 0 | 89 | 0 | 14614 | 0 | 21306 | 0 | 187061 | 0 | 0 | 0 |
| REBECCA ANDERSON | |||||||||||||
| 102852 | 0 | 12210 | 0 | 0 | 0 | 18550 | 0 | 17617 | 0 | 151229 | 0 | 0 | 0 |
| WILLIAM CODY | |||||||||||||
| 142826 | 0 | 13323 | 0 | 3000 | 0 | 15908 | 0 | 6417 | 0 | 181474 | 0 | 0 | 0 |
| TERRY BRODERICK | |||||||||||||
| 150000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 375 | 0 | 150375 | 0 | 0 | 0 |
| GARY POWELL | |||||||||||||
| 108273 | 29100 | 0 | 0 | 32000 | 0 | 8235 | 0 | 6571 | 0 | 155079 | 29100 | 0 | 0 |
| ROBERT FINLEY | |||||||||||||
| 115878 | 19600 | 0 | 0 | 20721 | 0 | 27837 | 0 | 6350 | 0 | 170786 | 19600 | 0 | 0 |
| WILLIAM SPARKS | |||||||||||||
| 94563 | 29600 | 0 | 0 | 26140 | 0 | 13638 | 0 | 6311 | 0 | 140652 | 29600 | 0 | 0 |
| CHARLES BAMFORD | |||||||||||||
| 121023 | 12500 | 0 | 0 | 6000 | 0 | 15128 | 0 | 303 | 0 | 142454 | 12500 | 0 | 0 |
| S CATHERINE ANDERSON | |||||||||||||
| 101822 | 29250 | 0 | 0 | 142 | 0 | 27173 | 0 | 7517 | 0 | 136654 | 29250 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| residence for personal use and social club dues | Schedule J, Part I, Line 1a | Queens owns and provides a residence for the President which is located on the campus. This residence is used frequently for business purposes such as meetings, receptions and entertaining donors. Queens also provides the President with a membership to a country club (Myers Park Country Club). This membership is used primarily for business purposes such as meetings, receptions and entertaining donors. In addition, the President and the Vice President for Advancement are provided with memberships to a social club (Charlotte City Club) which are used solely for business purposes such as entertaining donors. |
| Deferred Compensation | Schedule J, Part II, Column (C) | Amounts reported as deferred compensation are elective employee contributions to the defined contribution retirement 403(b) plan and the employer match to this plan which is applicable to all participating employees. |
| determining compensation | Schedule J, Part I, Line 3 | The president's compensation is determined and approved by the Compensation Committee of the Board of Trustees. This committee utilizes information from the 990 returns of other benchmark institutions, compensation surveys of other private colleges and universities, and other benchmarks obtained by the members of the committee as information in the compensation determination process. These discussions are documented in the minutes and files of the Compensation Committee. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 306820 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CDS | 3 | 0 | 0 |
| X | MUSICAL INSTRUMENTS | 1 | 0 | 0 |
| X | SHEET MUSIC | 1 | 0 | 0 |
| X | 2 TICKETS TO SOUTH PACIFIC | 2 | 0 | 0 |
| X | SIGNS | 1 | 0 | 0 |
| X | GOLF CLUBS | 1 | 0 | 0 |
| X | PAY FOR PRINTING, CATERING, AND PR FOR FOM | 1 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Why no value was assesed to non-cash gifts | Identifier |
| Return Reference | Schedule M, Part 1, Line 33 | ReturnReference |
| Explanation | The university does not seek an appraisal, nor does the university record as revenue, any non-cash item donated unless the donor provides an independent third-party appraisal as part of Form 8283. The stock gifted to Queens is sold immediately upon the transfer, which is how a cash value is determined for the stock. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PART VI, SECTION A, QUESTION 4 | DURING THE FISCAL YEAR ENDED JUNE 30, 2010 QUEEN'S UNIVERSITY REVISED THEIR BY-LAWS TO INITIATE TERM LIMITS FOR TRUSTEES, TO CHANGE THE NAMES OF SOME COMMITTEES AND CLARIFY THEIR RESPONSIBILITIES, TO CREATE A CATEGORY OF "LIFE TRUSTEE" AS A NON-VOTING HONORARY CATEGORY FOR LONG-SERVING TRUSTEES, AND TO EXPAND THE NUMBER ON THE BOARD FROM 36 TO 40 MEMBERS. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, QUESTION 11 | THE DRAFT FORM 990 WAS REVIEWED WITH THE PRESIDENT OF QUEENS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION-RELATED SECTIONS OF THE DRAFT FORM 990. ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED WITH ACCESS TO THE DRAFT FORM 990 VIA A SECURE WEBSITE. ALL OF THESE REVIEWS OCCURRED PRIOR TO FILING THE FORM 990. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12B | THE UNIVERSITY HAS HAD A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) FOR A NUMBER OF YEARS. AN ENHANCED CONFLICT OF INTEREST POLICY WAS ADOPTED IN JANUARY 2010 WHICH REQUIRES ANNUAL DISCLOSURE BY ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES OF POTENTIAL CONFLICTS OF INTEREST. |
| MONITORING CONFLICTS OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C | AT LEAST ANNUALLY, ALL EMPLOYEES ARE REMINDED OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY AND ALL NEW EMPLOYEES ARE EDUCATED ABOUT THE POLICY DURING THE HIRING PROCESS. SUPERVISORS LOOK FOR POTENTIAL CONFLICTS OF INTEREST FOR EMPLOYEES UNDER THEIR SUPERVISION AND DISCLOSE SUCH POTENTIAL CONFLICTS AS NECESSARY. |
| DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A AND B | THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THIS COMMITTEE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARKS OBTAINED BY THE MEMBERS OF THE COMMITTEE AS INFORMATION IN THE COMPENSATION DETERMINATION PROCESS. THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES AND FILES OF THE COMPENSATION COMMITTEE. THE PRESIDENT DETERMINES THE COMPENSATION FOR THE OTHER OFFICERS OF THE UNIVERSITY. SHE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARK DATA IN THE COMPENSATION DETERMINATION PROCESS. |
| DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, QUESTION 19 | ANY OF THESE DOCUMENTS WILL BE PROVIDED UPON REQUEST. |
| DOCUMENT RETENTION AND DESTRUCTION POLICY | FORM 990, PART VI, SECTION B, LINE 14 | THE UNIVERSITY ADOPTED A DOCUMENT RETENSION AND DESTRUCTION POLICY IN JANUARY, 2010 APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE LEADERSHIP INSTITUTE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562232163 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE LEADERSHIP INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 0 | AmountInvolved |