2011-11-28T16:45:50-07:00 2011-06-30 990 2010-07-01 610444825 TRANSYLVANIA UNIVERSITY TRAN 8592338100 300 North Broadway Lexington KY 40508 Marc Mathews 8592338100 2011-11-28 2010 2016-02-24 21:20:13Z Marc Mathews 300 N Broadway Lexington KY 40508 43593987 0 X www.transy.edu X 1780 KY Post Secondary Education 65 65 1200 100 0 0 5497969 4571988 33536331 35856215 10862605 12016470 194708 807438 50091613 53252111 0 0 0 0 17084169 18329739 0 0 937536 25691108 28041887 42775277 46371626 7316336 6880485 161749259 167097270 22914928 21382454 138834331 145714816 Post Secondary Education 0 0 40598351 0 35856215 Post Secondary Education: To provide undergraduate degree education, curriculum, training, resources and related expenses. 0 0 0 40598351 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1524 0 1 1200 1 0 0 0 0 0 0 X 65 65 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Transylvania University 8592338100 300 North Broadway Lexington KY 40508 X William M Arvin 1 X 0 0 0 Glen S Bagby 1 X 0 0 0 Richard D Floyd 1 X 0 0 0 Mindy G Barfield 1 X 0 0 0 Everett A Bass 1 X 0 0 0 James E Bassett III 1 X 0 0 0 P J Baugh 1 X 0 0 0 Antony R Beck 1 X 0 0 0 Wayne H Bell 1 X 0 0 0 Richard J Corman 1 X 0 0 0 Ann Rosenstein Giles 1 X 0 0 0 Theodore R Broida 1 X 0 0 0 Betsy Brooks Bulleit 1 X 0 0 0 Karen K Caldwell 1 X 0 0 0 Norwood Cowgill Jr 1 X 0 0 0 Alex G Campbell Jr 1 X 0 0 0 Aristides S Candris 1 X 0 0 0 John S Carroll 1 X 0 0 0 Don E Carter 1 X 0 0 0 Ballard W Cassady Jr 1 X 0 0 0 Karla J Corbin 1 X 0 0 0 Bruce C Cotton 1 X 0 0 0 Roger M Dalton 1 X 0 0 0 Luther Deaton Jr 1 X 0 0 0 Angela L Edwards 1 X 0 0 0 William S Farish Jr 1 X 0 0 0 Michael C Finley 1 X 0 0 0 James H Frazier III 1 X 0 0 0 Jacob H Graves III 1 X 0 0 0 Lois Howard Gray 1 X 0 0 0 John R Hall 1 X 0 0 0 Laura R Harper 1 X 0 0 0 Harold L Holmes 1 X 0 0 0 James L Hurley 1 X 0 0 0 Marion V Jackson 1 X 0 0 0 Sam Mitchell 1 X 0 0 0 Nick Nicholson 1 X 0 0 0 Earle H O'Donnell 1 X 0 0 0 William C Oehmig 1 X 0 0 0 Patricia H Riddle 1 X 0 0 0 Warren W Rosenthal 1 X 0 0 0 Claria Horn Shadwick 1 X 0 0 0 Carol G Tanner 1 X 0 0 0 Frances F Taylor 1 X 0 0 0 Joe M Thomson 1 X 0 0 0 George M Van Meter Jr 1 X 0 0 0 Elizabeth Wagner 1 X 0 0 0 A Guy Waldrop 1 X 0 0 0 Robert K Welsh 1 X 0 0 0 Garey L White 1 X 0 0 0 John N Williams Jr 1 X 0 0 0 Charles G Williamson Jr 1 X 0 0 0 Ann Orme Windley 1 X 0 0 0 Brian C Wood 1 X 0 0 0 A Byron Young 1 X 0 0 0 James F Hardymon 1 X 0 0 0 Erwin Roberts 1 X 0 0 0 John Tobe 1 X 0 0 0 Christopher Young 1 X 0 0 0 Herbert Tulley 1 X 0 0 0 Jeff Williams 1 X 0 0 0 Joe E Coons 1 X X 0 0 0 James G Kenan III 1 X X 0 0 0 William T Young Jr 1 X X 0 0 0 Rose Mary Stamler Dow 1 X X 0 0 0 Charles Shearer 40 X 274941 0 0 William Pollard 40 X 144629 0 0 Marc Mathews 40 X 135807 0 0 Bradley Goan 40 X 79530 0 0 Sarah Emmons 40 X 90508 0 0 Michael Vetter 40 X 108903 0 0 R Owen Williams 40 X 116606 0 0 Jason Whitaker 40 X 90422 0 0 Mark Blankenship 40 X 90759 0 0 Michael Pepper 40 X 110892 0 0 G Rod Erfani 40 X 108109 0 0 Kathleen Jagger 40 X 110765 0 0 Tylene Garrett 40 X 110830 0 0 Daniel Fulks 40 X 120239 0 0 1692940 0 0 16 0 1 0 Sodexo 16415 Northcross Drive Suite B Huntersville NC 28078 food service provider 2293108 Congleton Hacker Company 872 Floyd Drive Lexington KY 40505 general contractor 716789 Datatel 4375 Fair Lakes Court Fairfax VA 22033 ERP provider 457046 Smith & Schaefer Location 00563 Cincinnati OH 452640563 general contractor 371760 Egan & Stotts Construction LLC 105 Wabash Drive Lexington KY 40503 general contractor 292459 14 0 0 0 0 0 4571988 0 4571988 Tuition & Fees 611310 28664885 28664885 0 0 Room & Board/Aux 611710 7191330 7191330 0 0 0 0 0 0 35856215 2358346 2358346 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -9658124 0 9658124 0 9658124 9658124 0 0 0 807438 807438 0 0 807438 53252111 48680123 0 0 1132104 423483 617862 90759 13868170 11676645 1801095 390430 494096 406434 72443 15219 1752711 1487779 260084 4848 1082658 882521 165848 34289 21641 21641 52903 52903 477309 237414 179113 60782 198580 141492 39347 17741 291897 281612 10285 594985 501720 61648 31617 724099 474910 142095 107094 544814 487525 57289 3443927 3010313 433614 354160 28088 326072 Financial Aid 14188707 14188707 0 0 Auxiliary Expenses (Food, Camps) 2309496 2309496 0 0 Utilities 1540771 1540771 0 0 Special Events/Programs 1330918 963068 251292 116558 Maintenance/Custodial 553979 536352 17627 0 1413701 1020021 325481 68199 46371626 40598351 4835739 937536 1724926 1888894 0 2009317 1251090 469927 339403 0 0 2364161 2320664 0 592246 506221 120801831 52199150 68470368 68602681 83365284 89108167 277536 234137 2475494 2846013 161749259 167097270 3191175 2564466 782602 1214569 15652000 14235000 2452507 2352580 836644 1015839 22914928 21382454 X 81623129 55864619 9067873 34870611 48143329 54979586 138834331 145714816 161749259 167097270 6880485 0 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2765460 0 0 X X 0 76124089 1730888 11281803 0 6523140 0 82613640 68256064 2197274 10970751 0 5300000 0 76124089 81858127 4135895 -13587958 0 4150000 0 68256064 0.39 0.61 0 0 0 8282616 0 8282616 75257142 0 0 75257142 18375092 0 0 18375092 10396747 0 0 10396747 8490234 0 52199150 -43708916 68602681 0 Annuity Liability Payable 1015839 1015839 53252111 46371626 6880485 0 0 0 0 5340611 5340611 12221096 59546582 0 0 0 0 0 59546582 0 -6294471 -6294471 53252111 47325486 0 0 0 0 0 47325486 0 -953860 -953860 46371626 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Works of art, rare books, drawings, portraits, historic documents, and medical textbooks related to the University's 19th century College of Medicine are maintained by the University for educational and community historical purposes. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's endowment funds support current operations, scholarships and specific programs for excellence in teaching and faculty development. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Bingham Fund for Excellence in teaching at Transylvania University EIN 61-1129707 net income included in audited consolidated financial statements, but not included in this form 990 because a separate form 990 is filed for this entity. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 revenue included in audited consolidated financial statements, but not included in this form 990 because a separate form 990 is filed for this entity. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 expenses included in audited consolidated financial statements, but not included in this form 990 because a separate form 990 is filed for this entity. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 All publications contain a statement regarding Transylvania University's nondiscrimination policy. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University's students are eligible to receive federal financial aid. X 1 1 X 0 0 0 0 0 0 0 0 0 Charles Shearer 265000 0 0 0 9941 0 0 0 0 0 274941 0 217585 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University makes a residence available for the use of the President. LFUCG IRB Series 2009A 610858140 000528908 2009-03-11 6481606 Project funding for building projects 0 0 0 LFUCG IRB Series 2009B 610858140 000528920 2009-06-10 10498725 Refund 1998 and 2000 series bonds 0 0 0 0 0 6481606 0 0 0 121500 0 0 6360106 0 0 2009 0 0 1 1 0 0 10498725 0 0 10327893 170832 0 0 0 0 0 2009 1 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a A draft of form 990 is reviewed and approved by the Chair of the Finance Committee prior to filing. This is done at the delegation of the Board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Transylvania University Annual Disclosure form is completed by each trustee and is forwarded to the Vice President for Finance and Business for review. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Chairman of the Board reviews and approves compensation of the President. The President reviews and approves the compensation of all direct reports. The Director of Human Resources reviews and approves the compensation of all other employees. The Director of Human Resources uses CUPA-HR survey data to determine appropriate market salaries. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents are available through the Commonwealth of Kentucky Secretary of State. The conflict of interest policy and financial statements are available upon request to the Vice President for Finance and Business. The purpose of the request will be considered on a case-by-case basis. Bingham Fund for Excellence in Teaching at Transylvania University 300 N Broadway Lexington KY 40508 611129707 Promote excellence in teaching KY 501(c)(3) 509(a)(2) Transylvania University 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 Bingham Fund for Excellence in Teaching at Transylvania University b 953860 Bingham Fund for Excellence in Teaching at Transylvania University l 0 Bingham Fund for Excellence in Teaching at Transylvania University m 0