2026-05-14T11:08:53-05:00 2025-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2024-07-01 540525605 SHENANDOAH UNIVERSITY SHEN 5406654500 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 TRACY FITZSIMMONS PRESIDENT 5406654500 2026-05-12 1 1 CHRIS FRYE CPA P01068721 5406623417 2026-05-12 2024 2025-03-06 01:10:19Z TRACY FITZSIMMONS 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 189313126 0 X WWW.SU.EDU X 1875 VA SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. A SHENANDOAH UNIVERSITY EDUCATION INCORPORATES SCHOLARSHIP, EXPERIENTIAL LEARNING AND SOPHISTICATED TECHNOLOGIES AS WELL AS PRACTICAL WISDOM. THE UNIVERSITY PROVIDES STUDENTS WITH THE ACADEMIC CONTENT AND ANALYTICAL SKILLS THEY WILL NEED TO LAUNCH SUCCESSFUL CAREERS, AND HARNESS TECHNOLOGIES THAT WILL ENABLE THEM TO CREATE NEW IDEAS, PRODUCTS AND SERVICES THAT IMPACT A GLOBAL SOCIETY. 32 28 3013 300 65474 0 34770872 24539795 133884782 140669309 2312386 7148171 0 0 170968040 172357275 32127987 33488862 0 0 70167660 71561464 0 0 1808949 45813134 44268807 148108781 149319133 22859259 23038142 334741039 349560824 114198136 107014451 220542903 242546373 X SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. 0 0 94202962 33488862 121502803 DURING THE FISCAL YEAR 2024-2025, SHENANDOAH UNIVERSITY SAW ENROLLMENT REMAIN STEADY, WITH 4,454 STUDENTS ENROLLED IN FALL 2024. SHENANDOAH CONTINUED TO EXPAND ITS LIST OF OVER 200 ACADEMIC OFFERINGS AT THE UNDERGRADUATE AND GRADUATE LEVELS, ADDING MASTER OF SCIENCE IN APPLIED CYBER SECURITY, MASTER OF SCIENCE IN CLINICAL MENTAL HEALTH COUNSELING, MASTER OF SCIENCE IN SPEECH-LANGUAGE PATHOLOGY, DOCTOR OF PHILOSOPHY IN ORGANIZATIONAL LEADERSHIP AND DOCTOR OF PHILOSOPHY IN EDUCATIONAL LEADERSHIP. 16495660 1385299 STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRAR, STUDENT AFFAIRS, STUDENT ORGANIZATIONS, AND ATHLETIC PROGRAMS. DURING FISCAL YEAR 2024-2025, SHENANDOAH UNIVERSITY HAD OVER 70 RECOGNIZED STUDENT CLUBS AND ORGANIZATIONS. SHENANDOAH UNIVERSITY SPONSORED 22 INTERCOLLEGIATE TEAMS (11 FOR WOMEN AND 11 FOR MEN) WITH A TOTAL STUDENT-ATHLETE INVOLVEMENT OF MORE THAN 500. INTERCOLLEGIATE ATHLETICS ARE AN INTEGRAL ASPECT OF STUDENT LIFE ON THE SHENANDOAH UNIVERSITY CAMPUS, WITH THE MAJORITY OF STUDENTS INVOLVED EITHER AS PARTICIPANTS OR SPECTATORS. SEVERAL SU SPORTS TEAMS EARNED NATIONAL RANKINGS AND CONTENDED FOR OLD DOMINION ATHLETIC CONFERENCE TITLES IN THEIR RESPECTIVE SPORTS, AND STUDENT-ATHLETES EXCELLED AT THE CONFERENCE, REGIONAL AND NATIONAL LEVELS.SHENANDOAH'S HEALTH PROFESSIONS BUILDING, LOCATED OFF MAIN CAMPUS AT THE WINCHESTER MEDICAL CENTER CAMPUS, SERVES AS THE HOME OF THE SCHOOL OF PHARMACY, AND SU'S NATIONALLY RANKED PHYSICIAN ASSISTANT STUDIES PROGRAM AS WELL AS THE OCCUPATIONAL THERAPY AND PHYSICAL THERAPY PROGRAMS IN THE SCHOOL OF HEALTH PROFESSIONS. SU'S LOUDOUN LOCATION SERVES STUDENTS IN THE MBA, EDUCATION AND LEADERSHIP, NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, PHYSICIAN ASSISTANT STUDIES, AND SPEECH AND LANGUAGE PATHOLOGY PROGRAMS. 10244978 15045047 AUXILIARY SERVICES INCLUDES THE UNIVERSITY'S RESIDENCE HALLS, BOOKSTORE, AND CHILD CARE FACILITIES. DURING FISCAL YEAR 2024-2025, SHENANDOAH SET A NEW ALL-TIME HIGH WITH OVER 1,230 STUDENTS RESIDING IN ITS 11 RESIDENCE HALLS. 10388554 2670686 SHENANDOAH UNIVERSITY'S OTHER PROGRAM SERVICES NOT DETAILED IN PART III INCLUDE THE MAINTENANCE OF SHENANDOAH UNIVERSITY'S CAMPUSES. 10388554 2670686 131332154 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 1 5574 0 1 3013 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 28 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TRACY FITZSIMMONS PRESIDENT 5406654505 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 JAMES U IMOH CHAIR 0.00 X X 0 0 0 W MICHAEL PERRY VICE CHAIR 0.00 X X 0 0 0 LAUREN PETERSON SECRETARY 0.00 X X 0 0 0 ROBERT J FROGALE TREASURER 0.00 X X 0 0 0 WALTER H AIKENS TRUSTEE 0.00 X 0 0 0 DAVID B BAXA TRUSTEE 0.00 X 0 0 0 DR J GREGORY BENNETT TRUSTEE 0.00 X 0 0 0 SUSAN CARROLL TRUSTEE 0.00 X 0 0 0 PAUL BATTISTA TRUSTEE 0.00 X 0 0 0 DR KYLE FELDMAN TRUSTEE 0.00 X 0 0 0 STEVEN FREDERICKSON TRUSTEE 0.00 X 0 0 0 SCOTT HARVARD TRUSTEE 0.00 X 0 0 0 THE REV DR VICTOR GOMEZ TRUSTEE 0.00 X 0 0 0 CHELSEA HESTER TRUSTEE 0.00 X 0 0 0 JESSIE HOOKER-BAILEY TRUSTEE 0.00 X 0 0 0 BRUCE E HUNTER TRUSTEE 0.00 X 0 0 0 DIANE S KEARNS TRUSTEE 0.00 X 0 0 0 SPENCER MCANDREWS TRUSTEE 0.00 X 0 0 0 MARJORIE S LEWIS TRUSTEE 0.00 X 0 0 0 KEITH A MAY TRUSTEE 0.00 X 0 0 0 SCOTT F MILLER TRUSTEE 0.00 X 0 0 0 J RANDALL MINCHEW TRUSTEE 0.00 X 0 0 0 DR M YAQUB MIRZA TRUSTEE 0.00 X 0 0 0 MARK J OHRSTROM TRUSTEE 0.00 X 0 0 0 CECIL PRUITT JR TRUSTEE 0.00 X 0 0 0 MARY FARLAND SHOCKEY TRUSTEE 0.00 X 0 0 0 JOHN D STOKELY JR TRUSTEE 0.00 X 0 0 0 JAMES A STUTZMAN JR TRUSTEE 0.00 X 0 0 0 CHARLES A VEATCH TRUSTEE 0.00 X 0 0 0 HEATHER H WILSON TRUSTEE 0.00 X 0 0 0 GERALD F SMITH JR TRUSTEE 0.00 X 0 0 0 JAMES R WILKINS III TRUSTEE 0.00 X 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 40.00 X 363848 0 72445 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 40.00 X 212949 0 43771 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 40.00 X 205443 0 23889 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 40.00 X 166509 0 29254 SCOTT SPRIGGS VP FOR RECRUIT. & CHIEF CREATIVE OFFICER 40.00 X 149542 0 37772 COURTNEY JARRETT VP FOR FINANCE AND CFO 40.00 X 170587 0 42117 KAREN ABRAHAM PROVOST 40.00 X 199535 0 14061 MICHAEL STEPNIAK EXECUTIVE DEAN-CREATIVITY 40.00 X 169872 0 22601 ROBERT KIDD DEAN OF PHARMACY 40.00 X 225906 0 44983 JEFF COKER DEAN-ARTS & SCIENCE (INT. DEAN-BUS.) 40.00 X 162923 0 39702 ARTHUR HARRALSON PROFESSOR OF PHARMACOGENOMICS 40.00 X 185354 0 42065 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 40.00 X 169064 0 30058 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 40.00 X 165229 0 30274 ZARA RISOLDI PROFESSOR, PHARMACY PRACTICE 40.00 X 158284 0 29968 MICHELLE GAMBER ASSOC. PROF., GRADUATE PUBLIC HEALTH 40.00 X 168527 0 18753 ASTRID SHEIL FORMER DEAN-SCHOOL OF BUSINESS 40.00 X 102912 0 11296 2976484 0 533009 113 1 1 0 HOWARD SHOCKEY & SONS INC PO BOX 2530 WINCHESTER VA 22604 CONSTRUCTION 10007255 SODEXO CAMPUS SERVICES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 2325062 ARAMARK SERVICES INC DALLAS LOCKBOX 978839 DALLAS TX 75397 FOOD SERVICES 2044601 ELLUCIAN COMPANY LP 62578 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE 641506 VARSITY TRAVEL 220 IMBODEN DR WINCHESTER VA 22603 TRANSPORTATION 445574 26 2780445 21759350 1146554 24539795 TUITION AND FEES 611310 121502803 121502803 AUXILIARY SERVICES 611310 15110521 15045047 65474 UNIVERSITY CAMPUSES 611310 2670686 2670686 TICKET SALES 611310 1241005 1241005 STUDENT SERVICE COMMISSIONS 611310 144294 144294 140669309 3374885 3374885 20567221 161916 16351635 604216 4215586 -442300 3773286 3773286 172357275 140603835 65474 7148171 33488862 33488862 2452015 1212596 812417 427002 55952967 48801028 6197379 954560 3235643 2531681 643204 60758 6099185 4970949 1013235 115001 3821654 3262292 467063 92299 152698 2000 150698 82467 82467 6125 6125 26616 26616 213915 129218 84697 2518600 2204453 292717 21430 8663636 7929542 732540 1554 3547714 3463938 77802 5974 2782905 2697345 85560 9522624 8620243 902381 1470800 549306 921494 MEALS/ROOM CHARGE 4612708 4449330 153166 10212 CONTRACT SERVICES 3928504 3410789 514265 3450 SOFTWARE AND TECHNOLOGY 2041754 888801 1152953 DUPLICATING, PRINTING, 1456716 1327261 112115 17340 3241025 1392520 1749136 99369 149319133 131332154 16178030 1808949 5150 3400 30223878 35137495 5854057 17937176 2491609 2514376 2313467 2243784 2278635 2647739 302728693 126938905 179797645 175789788 73155555 78882110 10709178 11939754 3048675 3266961 24863190 19198241 334741039 349560824 8059732 6405142 1602826 1544316 4768917 5024785 80645319 77409877 3664180 3438301 15457162 13192030 114198136 107014451 X 137274215 141842098 83268688 100704275 220542903 242546373 334741039 349560824 X 23038142 1013519 -2048191 X X 0 1 X 1 1 1 X 7387221 7793776 14052644 31306244 23019967 83559852 7387221 7793776 14052644 31306244 23019967 83559852 37876569 45683283 1329622 1022010 1495195 2684658 3374885 9906370 1300 -60307 -57307 5017 -38895 -150192 93316030 140603835 0.48960 0.51960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6125 6125 0 SCHEDULE C, PART II-B, LINE 1 SHENANDOAH UNIVERSITY IS A DUES PAYING MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA. THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA OPERATES AS A NONPROFIT, 501(C)(6) ORGANIZATION REPRESENTING 28 ACCREDITED NONPROFIT INDEPENDENT COLLEGES AND UNIVERSITIES IN VIRGINIA. THEY WORK COLLABORATIVELY IN THE AREAS OF PUBLIC POLICY, COST CONTAINMENT, AND PROFESSIONAL DEVELOPMENT AS WELL AS PROVIDING SUPPORT TO MEMBER INSTITUTIONS AND THEIR STUDENTS IN THE AREAS OF GOVERNMENT RELATIONS, COLLABORATION, RESEARCH, AND PUBLIC RELATIONS. IN THE COURSE OF THEIR ACTIVITIES FOR THIS YEAR, THEY CALCULATED THE ACTUAL PERCENTAGE OF MEMBERSHIP DUES THAT WAS USED FOR LOBBYING WAS 13.78%. 0 506534 0 0 X X 0 85171488 1379673 5090710 1278935 794588 476250 89092098 77812387 1567007 8058498 1087171 725750 453483 85171488 71885957 1061261 7588010 1338630 942976 441235 77812387 83798963 1611341 -9860758 1950458 1184641 528490 71885957 68448014 3569044 15114439 1615320 1488392 228822 83798963 0.16000 0.39000 0.45000 1 0 2245000 12481505 14726505 219963332 75483627 144479705 3186571 1723365 1463206 35454951 32157925 3297026 29397334 17573988 11823346 175789788 ASSET UNDER INTEREST RATE SWAP AGREEMENTS 2159233 RIGHT-OF-USE ASSETS, OPERATING 12057130 RIGHT-OF-USE ASSETS, FINANCING 3757818 TIAA PLAN 457B 1015034 CSV LIFE INSURANCE 209026 19198241 BENEFICIAL TRUSTS 87403 LEASE LIABILITIES - OPERATING 13104627 13192030 X 138276041 1013519 -35094753 -34081234 172357275 0 172357275 116272571 442300 442300 115830271 33488862 33488862 149319133 PART III, LINE 4: THE COLLECTIONS OF SHENANDOAH UNIVERSITY INCLUDE PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, HISTORICAL ITEMS AND DECORATIVE ARTS. THESE ITEMS ARE ON DISPLAY THROUGHOUT THE UNIVERSITY FOR PUBLIC EXHIBITION. PART V, LINE 4: THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. THE OBJECTIVE OF THE ENDOWMENT PORTFOLIO OF THE UNIVERSITY IS TO ACHIEVE MAXIMUM TOTAL RETURN CONSISTENT WITH ASSUMING A REASONABLE DEGREE OF RISK. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE US FEREDAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS ALLOWANCE -33,488,862. UNREALIZED LOSS ON SWAP AGREEMENTS -2,048,191. LOSS ON DISPOSAL OF ASSETS 442,300. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 442,300. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 33,488,862. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SHENANDOAH UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY WITH ALL OF ITS BROCHURES AND PUBLICATIONS AND ALSO PUBLISHES ON ITS SCHOOL WEBSITE AS WELL AS A LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 6 SHENANDOAH UNIVERSITY RECIEVED CONTRIBUTIONS FROM VARIOUS GOVERNMENT AGENCIES IN THE AMOUNT OF $2,780,445 AS INDICATED ON THE FORM 990, PART VIII, LINE 1E. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 68000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 355000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 6000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 31000 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 28000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 70000 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 6000 0 0 0 0 0 0 564000 0 564000 0 0 0 0 0 0 1 ACADEMIC SCHOLARSHIPS 2669 24870875 BASED ON ACADEMIC ACHIEVEMENT N/A UNDERGRADUATE AND GRADUATE NEED-BASED SCHOLARSHIPS 1118 4058092 DETERMINATION BASED ON FINANCIAL NEED N/A GRADUATE AND UNDERGRADUATE 155 2656139 BASED ON CRITERIA OF DEFINED SCHOLARSHIP N/A GRADUATE FELLOWSHIPS 1149 1516527 ENROLLMENT IN AN ELIGIBLE GRADUATE PROGRAM N/A FEDERAL GRANTS 427 366194 BASED ON CRTIERIA OF GRANT N/A AWARDS/GRANTS 64 21035 CRITERIA OF AWARD OR GRANT N/A PART I, LINE 2: THE PROCESS OF PACKAGING FINANCIAL AID IS THE CULMINATION OF THE COMPLETE ANALYSIS OF STUDENT NEED AND THE AID ADMINISTRATION CYCLE, THE PROCESS OF PREPARATION FOR PACKAGING IS COMPLETED ACCURATELY AND CONFIDENTIALLY TO ENSURE EFFECTIVE USE OF ALL AID FUNDS AVAILABLE, AS WELL AS FAIR AND EQUITABLE TREATMENT TO ALL APPLICANTS. X X 1 1 X 0 0 0 0 0 0 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 324932 0 0 0 38916 0 44348 0 28097 0 436293 0 0 0 ROBERT KIDD DEAN OF PHARMACY 195147 0 0 0 30759 0 16886 0 28097 0 270889 0 0 0 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 174688 0 0 0 38261 0 24737 0 19034 0 256720 0 0 0 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 169087 0 0 0 36356 0 14231 0 9658 0 229332 0 0 0 ARTHUR HARRALSON PROFESSOR OF PHARMACOGENOMICS 166820 0 0 0 18534 0 13676 0 28389 0 227419 0 0 0 KAREN ABRAHAM PROVOST 188983 0 0 0 10552 0 14061 0 0 0 213596 0 0 0 COURTNEY JARRETT VP FOR FINANCE AND CFO 154340 0 0 0 16247 0 12914 0 29203 0 212704 0 0 0 JEFF COKER DEAN-ARTS & SCIENCE (INT. DEAN-BUS.) 153923 0 0 0 9000 0 11901 0 27801 0 202625 0 0 0 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 143162 0 0 0 25902 0 12274 0 17784 0 199122 0 0 0 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 157925 0 0 0 8584 0 6065 0 23189 0 195763 0 0 0 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 155783 0 0 0 9446 0 12490 0 17784 0 195503 0 0 0 MICHAEL STEPNIAK EXECUTIVE DEAN-CREATIVITY 160367 0 0 0 9505 0 12570 0 10031 0 192473 0 0 0 ZARA RISOLDI PROFESSOR, PHARMACY PRACTICE 149069 0 0 0 9215 0 12184 0 17784 0 188252 0 0 0 SCOTT SPRIGGS VP FOR RECRUIT. & CHIEF CREATIVE OFF 136282 0 0 0 13260 0 11171 0 26601 0 187314 0 0 0 MICHELLE GAMBER ASSOC. PROF., GRADUATE PUBLIC HEALTH 148983 0 0 0 19544 0 8722 0 10031 0 187280 0 0 0 ASTRID SHEIL FORMER DEAN-SCHOOL OF BUSINESS 84136 0 0 0 18776 0 6831 0 4465 0 114208 0 0 0 PART I, LINE 1A THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE, CAR OR MILEAGE ALLOWANCE, AND SOCIAL CLUB DUES TO OFFICERS AND KEY EMPLOYEES. THE AMOUNT PROVIDED IS INCLUDED IN THEIR TAXABLE WAGES. A VIRGINIA COLLEGE BUILDING AUTHORITY 541249154 2011-12-09 36455000 EDUCATION FACILITIES 0 0 0 B IDA OF CLARKE COUNTY VIRGINIA 541070553 2011-12-27 7815000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2012-12-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2013-04-23 6000000 EDUCATION FACILITIES 0 0 0 A 22255000 36455000 384543 70952 2011 1 0 1 1 B 7815000 5032001 82073 2700926 2013 1 0 1 1 C 1565625 10000000 115620 9884380 2013 0 0 1 1 D 939375 6000000 56716 5943284 2015 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.250000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2015-12-22 10000000 EDUCATION FACILITIES 0 0 0 B EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2016-01-22 10000000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2017-06-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2017-07-20 10000000 EDUCATION FACILITIES 0 0 0 A 2040000 10000000 174621 9825379 2018 0 0 1 1 B 2040000 10000000 133793 9866207 2018 0 0 1 1 C 860000 10000000 151892 9848108 2017 0 0 1 1 D 860000 10000000 151707 9848293 2019 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2022-12-21 9000000 EDUCATION FACILITIES 0 0 0 A 385163 9000000 171491 8828509 2022 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 MARK A TURNER FAMILY MEMBER OF TRUSTEE EMERITUS 75029 COMPENSATION 0 INOVA HEALTHCARE OFFICER SERVES AS TRUSTEE 1177979 FACILITY LEASE 0 H & W CONSTRUCTION CO OFFICER SERVES AS TRUSTEE 620729 CONSTRUCTION 0 ASH MILL LLC OWNER SERVES AS TRUSTEE 1391643 FACILITY LEASE 0 SHOCKEY COMPANIES FAMILY MEMBER OF OWNER SERVES AS TRUSTEE 8509215 CONSTRUCTION 0 X 10 1108584 FMV X MISCELLANEOUS OTHER ITEMS 14 37970 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B EACH TRUSTEE RECEIVES A COPY OF FORM 990 VIA BOARD EFFECT PORTAL FOR REVIEW PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C ALL KEY EMPLOYEES AND TRUSTEES ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE USES COMPENSATION REVIEWS AND BENCHMARKS TO RECOMMEND THE PRESIDENT'S SALARY TO THE BOARD. THE BOARD APPROVES THE PRESIDENT'S SALARY EACH YEAR. THE PRESIDENT APPROVES THE SALARIES OF THE OFFICERS AND KEY EMPLOYEES, WHICH THE BOARD APPROVES WHEN PASSING THE BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON SWAP AGREEMENTS -2,048,191. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.