THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202611279349301536
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:54:38+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Second Street 1400 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORPORATION OF MERCER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORP | BusinessNameControlTxt |
| Phone | 4783012710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA T DAVIS | PersonNm |
| Person Title | SENIOR VP FOR ADMIN & FINANCE | PersonTitleTxt |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON LAKRITZ | PreparerPersonNm |
| PTIN | P01935980 | PTIN |
| Phone | 4159635100 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D UNDERWOOD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $508,545,710 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MERCER.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1833 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 4514 | TotalEmployeeCnt |
| Total Volunteers | 570 | TotalVolunteersCnt |
| Total Gross UBI | $595,406 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $648,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $61,644,050 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,638,691 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $369,688,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $381,780,720 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,445,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,608,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,434,904 | PYOtherRevenueAmt |
| CY Other Revenue | $3,669,854 | CYOtherRevenueAmt |
| PY Total Revenue | $477,213,144 | PYTotalRevenueAmt |
| CY Total Revenue | $484,697,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,223,802 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $108,440,473 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $196,945,877 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $202,083,777 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,474,071 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $141,649,356 | PYOtherExpensesAmt |
| CY Other Expenses | $143,258,017 | CYOtherExpensesAmt |
| PY Total Expenses | $443,819,035 | PYTotalExpensesAmt |
| CY Total Expenses | $453,782,267 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,394,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,915,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,038,550,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,102,611,953 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $320,513,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $315,605,465 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $718,036,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $787,006,488 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $129,946,027 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $281,061,278 | RevenueAmt |
| Desc | INSTRUCTION: THE UNIVERSITY HAS 12 COLLEGES AND SCHOOLS. THE UNIVERSITY'S PROGRAMS INCLUDE LIBERAL ARTS, BUSINESS, ENGINEERING, EDUCATION, MEDICINE, NURSING, PHARMACY, LAW, THEOLOGY, MUSIC AND HEALTH PROFESSIONS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OF HIGHER EDUCATION. THE UNIVERSITY SERVES OF 9,000 DEGREE SEEKING STUDENTS IN THE 12 COLLEGES AND SCHOOLS. THE UNIVERSITY BESTOWED OVER 2,600 DEGREES FOR THE 2024-2025 SCHOOL YEAR. THE PEACE CORPS IS ONE OF MANY INSTRUCTIONAL PROGRAMS PROVIDED AT MERCER. MERCER CURRENTLY RANKS 4TH NATIONALLY AMONG PEACE CORPS PREP CERTIFICATE ISSUING INSTITUTIONS. THE UNIVERSITY'S INSTRUCTION ALSO PROVIDES A FOCUS ON UNDERGRADUATE RESEARCH BY PROVIDING STUDENTS WITH HANDS-ON EXPERIENCE THAT COMPLEMENTS THEIR EDUCATION. THE RESEARCH CAN BE INCLUDED IN THEIR COURSE BASED IN LAB WORK OR FACULTY LED RESEARCH. OVER 26 STUDENTS MADE RESEARCH PRESENTATIONS AT THE GEORGIA UNDERGRADUATE RESEARCH CONFERENCE. ANOTHER PROGRAM THAT ALLOWS STUDENTS WITH HANDS-ON EXPERIENCE THAT COMPLEMENTS THEIR EDUCATION IS MERCER'S GO BABY GO PROGRAM. SINCE 2016 THE PROGRAM HAS PROVIDED KIDS WITH LIMITED MOBILITY BY HELPING THEM GAIN MORE INDEPENDENCE THROUGH THE USE OF BATTERY POWERED TOY CARS. MERCER ENGINEERING HONOR STUDENTS MODIFY THE CARS TO MEET EACH CHILD'S SPECIFIC NEEDS. AS THE CARS ARE BEING MODIFIED, ABOUT 40 STUDENTS FROM THE EDUCATION DEPARTMENT INTERACT WITH THE FAMILIES. THE GO BABY GO PROGRAM HAS MODIFIED OVER 150 CARS SINCE THE PROGRAM'S INCEPTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,087,450 | ExpenseAmt |
| Grant | $108,087,450 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS: THESE EXPENSES ARE RELATED TO THE SUPPORT PROVIDED TO THE UNIVERSITY'S STUDENTS BASED ON DONOR STIPULATION, NEED, AND MERIT. THE UNIVERSITY PROVIDES SCHOLARSHIP AID WITHIN 4 CATEGORIES. MERCER BASED AID SCHOLARSHIPS ARE BASED ON ACADEMIC CREDENTIALS AND THE SCHOLARSHIPS ARE RENEWABLE UP TO 4 YEARS. TALENT BASED AID SCHOLARSHIPS ARE EITHER ATHLETIC SCHOLARSHIPS OR MUSIC SCHOLARSHIPS. NEED BASED AID SCHOLARSHIPS ARE BASED ON ECONOMIC NEED. COMPETITIVE AID SCHOLARSHIPS ARE BASED ON MERIT. OVER 90% OF THE UNIVERSITY'S STUDENTS RECEIVED SCHOLARSHIPS AND DISCOUNTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,003,664 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $53,385,428 | RevenueAmt |
| Desc | AUXILIARY SERVICES: THE UNIVERSITY'S AUXILIARY SERVICES FACILITATES THE CREATION OF COMMUNITY, EXTENDS THE LEARNING ENVIRONMENT BEYOND THE CLASSROOM, AND ENHANCES THE QUALITY OF CAMPUS LIFE THROUGH THE DELIVERY OF QUALITY GOODS AND SERVICES INCLUDING RESIDENCE, DINING SERVICES, CLINIC OPERATIONS, AS WELL AS ATHLETIC AND RETAIL OPERATIONS FOR OVER 9,000 STUDENTS. AUXILIARY SERVICES MAINTAIN THE BEAR CARD SYSTEM WHICH PROVIDES FOR A VARIETY OF DIFFERENT DINING OPTIONS AND EASIER ACCESS FOR STUDENTS TO PAY FOR THOSE OPTIONS. AUXILIARY SERVICES ALSO PROVIDES MAIL AND DOCUMENT SERVICES AS WELL AS CABLE ACCESS FOR THE UNIVERSITY'S STUDENT RESIDENCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $45,721,288 | $353,023 | $47,334,014 | RESEARCH |
| $37,549,897 | $0 | $3,188,554 | ACADEMIC SUPPORT |
| $32,718,846 | $0 | $0 | STUDENT SERVICES |
| $4,307,226 | $0 | $0 | PUBLIC SERVICES |
| -$4,763,689 | $0 | $0 | INSTITUTIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $115,533,568 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $353,023 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $50,522,568 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $433,570,709 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1123 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4514 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW R HALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4783012771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS P BISHOP | ||||||||
| CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM UNDERWOOD | ||||||||
| PRESIDENT/PROFESSOR | 40.0 | Yes (X) | Yes (X) | $558,447 | $0 | $54,937 | ||
| AMY MILLER WALL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY AMOS COPELAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN W GRIFFITH | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROYN TOWNSEND MCAFEE BRUNER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CATHY CALLAWY ADAMS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES L CANTRELL III | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES WATSON JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS R SHERIDAN JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E HUDSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E LINCH | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DERICUS K HARVEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DR BARBARA BROWN TAYLOR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES C ELDER JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DR SPENCER B KING | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DWIGHT J DAVIS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD SCHUTTER JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ELI MORGAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIN KELLER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GENE GABBARD | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GENELLE JENNINGS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER DARDEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| J HENRY WALKER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| J THOMAS MCAFEE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE BAUGH MOORE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES WILLIAM THOMAS JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER NUNN TARBUTTON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY S WILSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JIMMY CARTER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOE SAM ROBINSON JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE LONG | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HEAD | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LARRY BRADEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LIZA CHAPMAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| M TROY WOODS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MALCOM S BURGESS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARC TREADWELL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY DIANE OWENS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW P SAPP | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MAXINE C MORRIS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BOGGS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MILTON L CRUZ | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY GRACE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN DEAL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RABUN MATTHEWS III | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND McLEOD WARRN III | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SCHNEIDER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F HATCHER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G GODDARD | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY DEMETRIUS JONES | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRY ENGLAND | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGIL L ADAMS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| W LOUIS SANDS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A MOYE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BRADLEY TURNER JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H ANDERSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KNOX POU | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| YVETTE MILLER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DAVIS | ||||||||
| PROVOST | 40.0 | Yes (X) | $348,262 | $0 | $53,375 | |||
| JAMES NETHERTON | ||||||||
| EXEC VP-ADMIN & FINANCE | 40.0 | Yes (X) | $357,169 | $0 | $53,374 | |||
| JOHN PATTERSON | ||||||||
| SENIOR VP FOR ADVANCEMENT | 40.0 | Yes (X) | $288,189 | $0 | $48,488 | |||
| JULIA DAVIS | ||||||||
| AVP FINANCE & TREASURER | 40.0 | Yes (X) | $189,500 | $0 | $21,531 | |||
| KELLIE APPEL | ||||||||
| SENIOR VP FOR STRATEGIC INITIATIVES | 40.0 | Yes (X) | $248,661 | $0 | $45,079 | |||
| LARRY BRUMMLEY | ||||||||
| SENIOR VP FOR MARKETING COMMUNICATIONS AND CHIEF OF STAFF | 40.0 | Yes (X) | $259,034 | $0 | $29,016 | |||
| MATTHEW HALL | ||||||||
| GENERAL COUNSEL | 40.0 | Yes (X) | $215,286 | $0 | $40,358 | |||
| PENNY ELKINS | ||||||||
| Executive VP FOR ENROLLMENT MANAGEMENT | 40.0 | Yes (X) | $316,300 | $0 | $50,905 | |||
| ANDREA MITCHELL | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | $264,392 | $0 | $43,671 | Yes (X) | |||
| JEAN SUMNER | ||||||||
| DEAN/PROFESSOR | 40.0 | $462,294 | $0 | $54,266 | Yes (X) | |||
| DON NAKAYAMA | ||||||||
| SENIOR ASSOCIATE DEAN/SCHOOL OF MEDICINE | 40.0 | $942,494 | $0 | $28,102 | Yes (X) | |||
| EDWIN GRIMSELY | ||||||||
| PROFFESSOR | 40.0 | $304,991 | $0 | $50,002 | Yes (X) | |||
| JOHN HAWKINS | ||||||||
| ASSOCIATE PROFESSOR | 40.0 | $491,169 | $0 | $54,504 | Yes (X) | |||
| KAREN SNEDDON | ||||||||
| DEAN/PROFESSOR | 40.0 | $296,150 | $0 | $49,060 | Yes (X) | |||
| RYAN RIDDER | ||||||||
| HEAD BASKETBALL COACH | 40.0 | $290,827 | $0 | $41,698 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,833,165 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $718,366 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 425 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Aramark Services Inc | ||||||
| 1501 Mercer University Dr | Macon | GA | 312070001 | Food Services | $11,106,022 | |
| Orbis Education Services LLC | ||||||
| 2600 W Camelback Rd | Phoenix | AZ | 85017 | Program Management Services | $4,648,057 | Attn Accounting 4th Floor |
| National Management Resources Corporation | ||||||
| Po Box 1224 | Lagrange | GA | 30241 | Facilities Management | $4,613,886 | |
| Chris R Sheridan & Co | ||||||
| Po Box 4441 | Macon | GA | 31208 | Construction | $2,740,364 | |
| Conditioned Air Inc | ||||||
| PO Box 4023 | Macon | GA | 31208 | HVAC Services | $2,082,684 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 170 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $118,305 | FundraisingAmt |
| Government Grants | $46,802,160 | GovernmentGrantsAmt |
| All Other Contributions | $22,718,226 | AllOtherContributionsAmt |
| Noncash Contributions | $7,741,752 | NoncashContributionsAmt |
| Total Contributions | $69,638,691 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $281,061,278 | $281,061,278 |
| AUXILIARY SERVICES | 900099 | $53,385,428 | $53,385,428 |
| GOVERNMENT CONTRACTS | 541700 | $47,334,014 | $47,334,014 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $381,780,720 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,069,989 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $433,108 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,636,881 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,508 | TotalRevenueColumnAmt |
| Exclusion | $93,508 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,185,120 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,320,318 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $864,802 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $864,802 | TotalRevenueColumnAmt |
| Exclusion | $864,802 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,904,971 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,417,103 | SecuritiesAmt |
| Other | $42,635 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,487,868 | SecuritiesAmt |
| Other | -$42,635 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,445,233 | TotalRevenueColumnAmt |
| Exclusion | $17,445,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,625 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,305 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $130,323 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$95,698 | TotalRevenueColumnAmt |
| Exclusion | -$95,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $96,200 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $41,016 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,184 | TotalRevenueColumnAmt |
| Exclusion | $55,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $391,035 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $896,320 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$505,286 | TotalRevenueColumnAmt |
| Exclusion | -$505,286 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAL SCHOOL HOSPITAL Exchange | 900099 | $1,420,374 | $1,420,374 |
| Rebates | 900099 | $133,269 | $133,269 |
| Wellstar Pharmacy app/students | 900099 | $121,982 | $121,982 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,675,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,512,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $162,298 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,350,852 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $484,697,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $384,969,274 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $595,406 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,494,624 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,023 | TotalAmt |
| Program Services | $353,023 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,087,450 | TotalAmt |
| Program Services | $108,087,450 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002,656 | TotalAmt |
| Program Services | $2,500,631 | ProgramServicesAmt |
| Management And General | $1,165,348 | ManagementAndGeneralAmt |
| Fundraising | $336,677 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,660,550 | TotalAmt |
| Program Services | $139,206,644 | ProgramServicesAmt |
| Management And General | $12,028,128 | ManagementAndGeneralAmt |
| Fundraising | $1,425,778 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,412,501 | TotalAmt |
| Program Services | $9,337,908 | ProgramServicesAmt |
| Management And General | -$75,216 | ManagementAndGeneralAmt |
| Fundraising | $149,809 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,823,841 | TotalAmt |
| Program Services | $26,611,266 | ProgramServicesAmt |
| Management And General | -$214,351 | ManagementAndGeneralAmt |
| Fundraising | $426,926 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,184,229 | TotalAmt |
| Program Services | $9,111,446 | ProgramServicesAmt |
| Management And General | -$73,392 | ManagementAndGeneralAmt |
| Fundraising | $146,175 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,238 | TotalAmt |
| Program Services | $25,215 | ProgramServicesAmt |
| Management And General | $385,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,146 | TotalAmt |
| Management And General | $388,146 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,395 | TotalAmt |
| Program Services | $35,395 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,167,833 | TotalAmt |
| Program Services | $28,004,514 | ProgramServicesAmt |
| Management And General | $968,131 | ManagementAndGeneralAmt |
| Fundraising | $195,188 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,183 | TotalAmt |
| Program Services | $1,023,776 | ProgramServicesAmt |
| Management And General | $208,344 | ManagementAndGeneralAmt |
| Fundraising | $63 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,561,898 | TotalAmt |
| Program Services | $9,362,936 | ProgramServicesAmt |
| Management And General | $2,051,657 | ManagementAndGeneralAmt |
| Fundraising | $147,305 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,457,707 | TotalAmt |
| Program Services | $3,980,138 | ProgramServicesAmt |
| Management And General | $2,445,796 | ManagementAndGeneralAmt |
| Fundraising | $31,773 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,151 | TotalAmt |
| Program Services | $23,151 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,068 | TotalAmt |
| Program Services | $100,467 | ProgramServicesAmt |
| Management And General | $24,601 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,217,530 | TotalAmt |
| Program Services | $7,820,638 | ProgramServicesAmt |
| Management And General | $305,156 | ManagementAndGeneralAmt |
| Fundraising | $91,736 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,871,377 | TotalAmt |
| Program Services | $9,203,562 | ProgramServicesAmt |
| Management And General | $1,667,815 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,291,151 | TotalAmt |
| Program Services | $22,333,582 | ProgramServicesAmt |
| Management And General | $1,957,569 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,354,552 | TotalAmt |
| Program Services | $4,695,220 | ProgramServicesAmt |
| Management And General | $1,659,332 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATIONS & MAINTENANC | $28,671,299 | $24,891,932 | $3,772,558 | $6,809 |
| PROGRAM & EVENTS | $5,536,034 | $4,321,839 | $724,076 | $490,119 |
| INSTRUCTIONAL SUPPLIES | $4,281,684 | $4,280,817 | $867 | |
| Furniture and Equipment | $2,565,805 | $2,509,071 | $55,368 | $1,366 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,066,966 | TotalAmt |
| Program Services | $15,750,088 | ProgramServicesAmt |
| Management And General | -$12,707,469 | ManagementAndGeneralAmt |
| Fundraising | $24,347 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,782,267 | TotalAmt |
| Program Services | $433,570,709 | ProgramServicesAmt |
| Management And General | $16,737,487 | ManagementAndGeneralAmt |
| Fundraising | $3,474,071 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,523,221 | BOYAmt |
| EOY | $92,141,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,742 | BOYAmt |
| EOY | $1,292,251 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,036,463 | BOYAmt |
| EOY | $17,141,720 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,028,506 | BOYAmt |
| EOY | $3,238,250 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,884 | BOYAmt |
| EOY | $780,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $849,489,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $414,486,464 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,604,380 | BOYAmt |
| EOY | $435,002,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,392,853 | BOYAmt |
| EOY | $287,266,504 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,609,729 | BOYAmt |
| EOY | $244,512,359 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,251,484 | BOYAmt |
| EOY | $8,955,261 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,035,087 | BOYAmt |
| EOY | $12,281,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,550,349 | BOYAmt |
| EOY | $1,102,611,953 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,075,106 | BOYAmt |
| EOY | $19,879,997 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,510,665 | BOYAmt |
| EOY | $13,607,571 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,351,983 | BOYAmt |
| EOY | $196,296,709 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,578,482 | BOYAmt |
| EOY | $42,498,377 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,997,443 | BOYAmt |
| EOY | $43,322,811 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,513,679 | BOYAmt |
| EOY | $315,605,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,474,668 | BOYAmt |
| EOY | $325,678,025 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,562,002 | BOYAmt |
| EOY | $461,328,463 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,036,670 | BOYAmt |
| EOY | $787,006,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,550,349 | BOYAmt |
| EOY | $1,102,611,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $30,915,728 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,589,416 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,464,674 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,188,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,299,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,393,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,644,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,638,691 | CurrentTaxYearAmt |
| Total | $351,164,062 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,188,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,299,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,393,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,644,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,638,691 | CurrentTaxYearAmt |
| Total | $351,164,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,477,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $349,686,259 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,602,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,480,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,159,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,876,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,348,617 | CurrentTaxYearAmt |
| Total | $81,468,260 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $129,534 | CurrentTaxYearAmt |
| Total | $146,484 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $846,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $891,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $557,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $521,860 | CurrentTaxYearAmt |
| Total | $3,331,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $436,109,873 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,798,644,544 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80183 | PublicSupportCY170Pct |
| Public Support PY170 | 0.825 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 Other Income | AMOUNTS REPORTED AS OTHER INCOME ON LINE 10 INCLUDE GROSS INCOME FROM FUNDRAISING EVENTS AND GROSS SALES OF INVENTORY. IT WILL ALSO INCLUDE LOAN FUND FEES CHARGED SUCH AS LATE FEES, MERCER POLICE TICKET FEES IF MISSING A PERMIT, LIBRARY FINES, RESIDENCY FEES, EXCHANGE PROGRAM WITH HOSPITALS, AND ETC. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - , COLUMN A - 846882.0, COLUMN B - 891954.0, COLUMN C - 513237.0, COLUMN D - 557134.0, COLUMN E - 521860.0, COLUMN F - 3331067.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $280,749 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $35,335 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $316,084 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | MERCER UNIVERSITY RETAINS ONE CONSULTANT, RM2 CONSULTANTS, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFF PERSON WORKED TO SECURE STATE APPROPRIATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 2 | TotalEasementsCnt |
| Historic Structure Easements | 2 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 1 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 24.0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $500 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $481,905,976 | BeginningYearBalanceAmt |
| Contributions | $9,147,322 | ContributionsAmt |
| Investment Earnings Or Losses | $59,420,775 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,954,204 | OtherExpendituresAmt |
| End Year Balance | $529,519,869 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,944,937 | BeginningYearBalanceAmt |
| Contributions | $4,169,492 | ContributionsAmt |
| Investment Earnings Or Losses | $58,104,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,313,006 | OtherExpendituresAmt |
| End Year Balance | $481,905,976 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $452,556,294 | BeginningYearBalanceAmt |
| Contributions | $4,475,034 | ContributionsAmt |
| Investment Earnings Or Losses | $38,242,969 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,329,360 | OtherExpendituresAmt |
| End Year Balance | $479,944,937 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $475,458,642 | BeginningYearBalanceAmt |
| Contributions | $7,415,063 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,739,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,421,856 | OtherExpendituresAmt |
| End Year Balance | $452,556,294 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,437,355 | BeginningYearBalanceAmt |
| Contributions | $12,972,412 | ContributionsAmt |
| Investment Earnings Or Losses | $107,212,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,164,078 | OtherExpendituresAmt |
| End Year Balance | $475,458,642 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2065 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7935 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $628,582,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,276,327 | DepreciationAmt |
| Book Value | $358,305,798 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,981,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,471,788 | DepreciationAmt |
| Book Value | $31,509,531 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,925,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,738,349 | DepreciationAmt |
| Book Value | $45,187,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $435,002,867 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| CASH & CASH EQUIVALENTS | $13,494,943 | F |
| HEDGED EQUITY FUNDS OF FUNDS | $40,086,503 | F |
| PRIVATE EQUITY & VENTURE CAPITAL FUNDS | $50,613,458 | F |
| REAL ASSETS | $44,267,493 | F |
| MISCELLANEOUS INVETMENTS | $4,227,600 | F |
| REMAINDER INTEREST TRUSTS | $6,366,412 | F |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $85,455,950 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $244,512,359 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ACCRUED POSTRETIREMENT BENEFITS | $784,487 |
| LEASE OBLIGATIONS | $2,753,356 |
| ANNUITY OBLIGATIONS | $2,557,177 |
| ASSET RETIREMENT OBLIGATIONS | $3,750,154 |
| INTEREST RATE SWAPS | $355,000 |
| ADVANCES FROM FEDERAL GOVERMENT AND OTHERS | $33,122,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,322,811 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 5 CONSERVATION EASEMENT POLICY | THE UNIVERSITY DOES NOT HAVE A FORMAL POLICY BUT THERE IS AN ESTABLISHED PROCEDURE. IT HAS BEEN OUR CONSISTENT PRACTICE TO COMPLY WITH ALL OF THE REQUIREMENTS SET FORTH BY THE GEORGIA STATE HISTORICAL PRESERVATION DIVISION AND ALL OTHER RULES AND GUIDELINES IN EFFECT FOR HISTORICAL PROPERTIES OWNED OR LEASED BY THE UNIVERSITY THAT ARE SUBJECT TO CONSERVATION EASEMENTS OR PRESERVATION COVENANTS. THE CONSERVATION EASEMENTS AND PRESERVATION COVENANTS HELD BY THE UNIVERSITY EXPRESSLY REQUIRE THAT THE SUBJECT PROPERTIES MUST BE PRESERVED IN ACCORDANCE WITH ALL APPLICABLE RULES AND GUIDELINES IN EFFECT FOR SUCH PROPERTIES. SPECIFICALLY, THE COVENANTS REQUIRE: (1) THAT THE UNIVERSITY ENSURE THE CONTINUED MAINTENANCE, REPAIR, AND ADMINISTRATION OF THE PROPERTY SO AS TO PRESERVE THE ARCHITECTURAL, HISTORICAL, OR ARCHAEOLOGICAL INTEGRITY OF THE SAME IN ORDER TO PROTECT AND ENHANCE THOSE QUALITIES THAT MADE THE SITE ELIGIBLE FOR LISTING IN THE NATIONAL REGISTER OF HISTORIC PLACES; (2) THAT NO VISUAL OR STRUCTURAL ALTERATIONS WILL BE MADE TO THE PROPERTY WITHOUT PRIOR WRITTEN PERMISSION OF THE STATE HISTORICAL PRESERVATION DIVISION; AND (3) THAT THE STATE HISTORICAL PRESERVATION DIVISION, ITS AGENTS, AND DESIGNEES SHALL HAVE THE RIGHT TO INSPECT THE PROPERTY AT ALL REASONABLE TIMES IN ORDER TO ASCERTAIN WHETHER OR NOT THE CONDITIONS OF THE COVENANT ARE BEING OBSERVED. THUS, IN PRACTICE, THE UNIVERSITY IS COMPLYING WITH ALL LEGAL REQUIREMENTS REGARDING THE MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS AND PRESERVATION COVENANTS IT HOLDS, AND THE WRITTEN DOCUMENTS MEMORIALIZING THE UNIVERSITY'S PRESERVATION COVENANTS EXPRESSLY REQUIRE COMPLIANCE WITH THESE LEGAL REQUIREMENTS, AS WELL. |
| Schedule D, Part II, Line 9 Conservation easements financial reporting | CONSERVATION EASEMENT POLICY WHEN MERCER UNIVERSITY RECEIVED THE FUND FOR THE GRAND OPERA HOUSE, THE FUNDS WERE REPORTED AS AUXILIARY REVENUE AND AUXILIARY EXPENSES. FUNDS SPENT ON CAPITAL ITEMS WERE REPORTED ON THE BALANCE SHEET AS A BUILDING RENOVATION. FUNDS RECEIVED FOR THE HARDEMAN BUILDING WERE RECORDED AS PRIVATE GIFTS/GRANTS AND OPERATION EXPENSES. FUNDS SPENT ON CAPITAL ITEMS WERE REPORTED ON THE BALANCE SHEET AS A BUILDING RENOVATION. THERE IS NO FOOTNOTE DESCRIBING MERCER UNIVERSITY'S ACCOUNTING FOR CONSERVATION EASEMENTS IN THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2025. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUND THE CORPUS IS HELD IN PERPETUITY. THE EARNINGS (UNREALIZED, REALIZED, AND EARNINGS) ARE USED TO PAY INVESTMENT FEES FOR THE INDIVIDUAL FUNDS, PAY THE INVESTMENT ADVISOR, AND FUND THE ANNUAL APPROVED SPENDING ALLOCATION. THE SPENDING ALLOCATION FUNDS THE SPECIFIC EXPENSE FOR WHICH THE DONOR PROVIDED THE ENDOWMENT FUND. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY'S MANAGEMENT HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THAT IT DOES NOT HAVE MATERIAL UNRECOGNIZED TAX POSITIONS THAT SHOULD BE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR FISCAL YEAR 2025 OR 2024. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | MERCER'S RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS IS PUBLICLY AVAILABLE ON MERCER'S WEBSITE |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | GOVERNMENT FINANCIAL AID & ASSISTANCE THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, HEALTH PROFESSIONS STUDENT LOANS, FEDERAL PARENT AND GRAD (PLUS) LOANS, OTHER VARIOUS FEDERAL LOAN PROGRAMS, FEDERAL TEACH GRANT, FEDERAL WORK STUDY PROGRAM, AND VETERANS EDUCATION PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | MERCER ON MISSION | $133,298 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | MERCER ON MISSION | $287,471 |
| Russia and Neighboring States | 0 | 0 | Program Services | MERCER ON MISSION | $43,093 |
| South Asia | 0 | 0 | Program Services | MERCER ON MISSION | $52,400 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | MERCER ON MISSION | $64,410 |
| Middle East and North Africa | 0 | 0 | Program Services | MERCER ON MISSION | $57,108 |
| Sub-Saharan Africa | 0 | 0 | Program Services | MERCER ON MISSION | $381,998 |
| East Asia and the Pacific | 0 | 0 | Program Services | MERCER ON MISSION | $392,319 |
| South America | 0 | 0 | Program Services | MERCER ON MISSION | $110,064 |
| South America | 0 | 0 | Program Services | RECRUITMENT | $3,928 |
| South Asia | 0 | 0 | Program Services | RECRUITMENT | $3,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,529,649 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,529,649 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUTHOR'S LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $81,327 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $59,102 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,225 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $81,285 | OtherDirectExpensesEvent1Amt |
| Event2 | EXECUTIVE FORUM | Event2Nm |
| Gross Receipts Event2 | $59,203 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $59,203 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $49,038 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,400 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,400 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $152,930 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,305 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,625 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $130,323 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $130,323 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$95,698 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | 0 | VolunteerLaborBingoPct |
| Volunteer Labor Pull Tabs | 0 | VolunteerLaborPullTabsPct |
| Gross Revenue Other Gaming | $96,200 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $15,000 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $26,016 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $96,200 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $15,000 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $26,016 | OthDirectExpnssTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 0 | GamingOtherFacilityPct |
| Individual With Books | MATTHEW WILLIAMS | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 312070000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MANAGED RAFFLE, MANAGED BOOKS, PROVIDED REPORTS ON RAFFLE | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Brights Spirits Wellness and Recovery | |||||||
| 89 Parks Mountain Road | Ellijay | GA | 30540 | 873916516 | 501(c)(3) | $8,000 | Public Service |
| Dalton State College | |||||||
| 650 College Drive | Dalton | GA | 30720 | 580975068 | 501(C)(3) | $68,248 | Instruction |
| East Georgia Healthcare Center Inc | |||||||
| 215 N Coleman Street | Swainsboro | GA | 30401 | 582001607 | 501(C)(3) | $124,991 | Public Service |
| Emory University | |||||||
| 1440 Clifton Road NE | Atlanta | GA | 30322 | 580566256 | 501(C)(3) | $82,556 | Research |
| Georgia Council for Recovery Inc | |||||||
| 2310 Park Lane Drive | Atlanta | GA | 303452904 | 582045112 | 501(C)(3) | $28,223 | Research |
| Georgia Tech Research Corporation | |||||||
| PO Box 100117 | Atlanta | GA | 30384 | 580603146 | 501(C)(3) | $26,089 | Research |
| Global Partnership for Telehealth | |||||||
| PO Box 1408 | Waycross | GA | 31502 | 261602348 | 501(C)(3) | $10,427 | Public Service |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID ASSISTANCE | GrantTypeTxt |
| Recipient | 6180 | RecipientCnt |
| Cash Grant | $108,087,450 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | MERCER UNIVERSITY REQUIRES SUBRECIPIENTS TO SUBMIT PERFORMANCE AND FINANCIAL STATUS REPORTS UPON REQUEST. THE UNIVERSITY OBTAINS AND REVIEWS THE SINGLE AUDIT REPORT FROM SUBRECIPIENTS WHO RECEIVE IN EXCESS OF $750,000 OF FEDERAL FUNDS DURING THE FISCAL YEAR. IF THE PROSPECTIVE SUBRECIPIENT DOES NOT HAVE A SINGLE AUDIT, THE UNIVERSITY MAY PERFORM SITE VISITS. ASSISTANCE TO MERCER UNIVERSITY STUDENTS IN THE FORM OF SCHOLARSHIPS ARE AWARDED FOR THE PURPOSE OF AIDING WITH THE COST OF ATTENDING THE UNIVERSITY, I.E. FOR TUITION, HOUSING, AND MEALS. SCHOLARSHIPS ARE BASED ON ACADEMIC ACHIEVEMENT, NEED, AND OTHER DONOR REQUIREMENTS SUCH AS LOCATION OF RESIDENCE. MERCER UNIVERSITY HAS CRITERIA FOR THE ELIGIBILITY REQUIREMENTS NEEDED TO AWARD A SCHOLARSHIP. ACADEMIC SCHOLARSHIPS ARE BASED ON SAT OR ACT SCORES AND GRADE POINT AVERAGES AND ARE AWARDED BY THE OFFICE OF ADMISSIONS IN THE INITIAL YEAR. ONCE THE STUDENT PROCEEDS TO SECOND YEAR, THE ACADEMIC SCHOLARSHIPS ARE AWARDED BY FINANCIAL PLANNING. NEED BASED GRANTS ARE MADE BY THE OFFICE OF FINANCIAL PLANNING AND ARE MADE UTILIZING THE FEDERAL NEED FORMULA (FAFSA APPLICATION). STUDENTS MUST BE ENROLLED FULL-TIME TO RECEIVE UNIVERSITY SCHOLARSHIPS/GRANTS. GENERALLY SPEAKING, FAFSA DATA IS VERIFIED FOR STUDENTS WHO ARE SELECTED FOR VERIFICATION BY THE FEDERAL STUDENT AID PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM UNDERWOOD | ||||||||||||||
| PRESIDENT/PROFESSOR | $558,447 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $20,437 | $0 | $613,384 | $0 | $0 | $0 |
| JAMES NETHERTON | ||||||||||||||
| EXEC VP-ADMIN & FINANCE | $357,169 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $18,874 | $0 | $410,543 | $0 | $0 | $0 |
| DAVID DAVIS | ||||||||||||||
| PROVOST | $348,262 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $18,875 | $0 | $401,637 | $0 | $0 | $0 |
| PENNY ELKINS | ||||||||||||||
| Executive VP FOR ENROLLMENT MANAGEMENT | $316,300 | $0 | $0 | $0 | $0 | $0 | $32,500 | $0 | $18,405 | $0 | $367,205 | $0 | $0 | $0 |
| JOHN PATTERSON | ||||||||||||||
| SENIOR VP FOR ADVANCEMENT | $288,189 | $0 | $0 | $0 | $0 | $0 | $30,000 | $0 | $18,488 | $0 | $336,677 | $0 | $0 | $0 |
| LARRY BRUMMLEY | ||||||||||||||
| SENIOR VP FOR MARKETING COMMUNICATIONS AND CHIEF OF STAFF | $259,034 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $3,016 | $0 | $288,050 | $0 | $0 | $0 |
| KELLIE APPEL | ||||||||||||||
| SENIOR VP FOR STRATEGIC INITIATIVES | $248,661 | $0 | $0 | $0 | $0 | $0 | $26,800 | $0 | $18,279 | $0 | $293,740 | $0 | $0 | $0 |
| MATTHEW HALL | ||||||||||||||
| GENERAL COUNSEL | $215,286 | $0 | $0 | $0 | $0 | $0 | $22,350 | $0 | $18,008 | $0 | $255,644 | $0 | $0 | $0 |
| JULIA DAVIS | ||||||||||||||
| AVP FINANCE & TREASURER | $189,500 | $0 | $0 | $0 | $0 | $0 | $18,950 | $0 | $2,581 | $0 | $211,031 | $0 | $0 | $0 |
| JEAN SUMNER | ||||||||||||||
| DEAN/PROFESSOR | $462,294 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $19,766 | $0 | $516,560 | $0 | $0 | $0 |
| ANDREA MITCHELL | ||||||||||||||
| EXECUTIVE DIRECTOR | $264,392 | $0 | $0 | $0 | $0 | $0 | $27,344 | $0 | $16,327 | $0 | $308,063 | $0 | $0 | $0 |
| DON NAKAYAMA | ||||||||||||||
| SENIOR ASSOCIATE DEAN/SCHOOL OF MEDICINE | $942,494 | $0 | $0 | $0 | $0 | $0 | $4,750 | $0 | $23,352 | $0 | $970,596 | $0 | $0 | $0 |
| JOHN HAWKINS | ||||||||||||||
| ASSOCIATE PROFESSOR | $491,169 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $20,004 | $0 | $545,673 | $0 | $0 | $0 |
| EDWIN GRIMSELY | ||||||||||||||
| PROFFESSOR | $304,991 | $0 | $0 | $0 | $0 | $0 | $31,325 | $0 | $18,677 | $0 | $354,993 | $0 | $0 | $0 |
| KAREN SNEDDON | ||||||||||||||
| DEAN/PROFESSOR | $296,150 | $0 | $0 | $0 | $0 | $0 | $30,450 | $0 | $18,610 | $0 | $345,210 | $0 | $0 | $0 |
| RYAN RIDDER | ||||||||||||||
| HEAD BASKETBALL COACH | $290,827 | $0 | $0 | $0 | $0 | $0 | $28,173 | $0 | $13,525 | $0 | $332,525 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a HOUSING ALLOWANCE, PERSONAL SERVICES AND CLUB DUES | FormAndLineReferenceDesc |
| Explanation | WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. THIS WAS NOT TREATED AS TAXABLE INCOME THERE ARE SOME ATHETIC COACHES THAT RECEIVE A MEMBERSHIP TO A SOCIAL CLUB. THE MEMBERSHIPS ARE USED FOR THE SPORT (I.E. GOLF) AND FOR RECRUITING. THE ALTHETIC COACHES ARE REQUIRED TO TRACK THEIR TIME AND CERTIFY THE USE. THIS IS NOT TREATED AS TAXABLE INCOME. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2015) | ||||||||
| A | 581407780 | 74265LG93 | 2015-07-17 | $79,547,573 | SEE PART VI | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2012B) | ||||||||
| B | 581407780 | 74265LJ90 | 2012-02-16 | $8,727,829 | SEE PART VI | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2021) | ||||||||
| C | 581407780 | 74265LX37 | 2021-07-06 | $84,892,839 | SEE PART VI | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2022) | ||||||||
| D | 581407780 | 74265LZ92 | 2022-07-06 | $50,266,765 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,667,573 | $79,547,573 | $939,287 | $78,608,285 | 2018 | false | false | Yes (true) | Yes (true) | |
| B | $4,042,829 | $8,727,829 | $133,327 | 2012 | Yes (true) | false | Yes (true) | Yes (true) | $8,594,502 | |
| C | $21,592,839 | $84,964,714 | $909,942 | $37,897,888 | 2024 | Yes (true) | false | Yes (true) | Yes (true) | $46,156,884 |
| D | $7,106,765 | $50,973,176 | $746,365 | $30,001,171 | 2025 | Yes (true) | false | false | Yes (true) | $18,236,653 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | Yes (true) | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | Yes (true) | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2b BOND B (SERIES 2012B) | SIX MONTH EXCEPTION TO REBATE UNDER IRC SEC. 148(F) |
| Schedule K, Part I, Column (f) BOND D (SERIES 2022) | CONSTRUCTION AND CAPITAL IMPROVEMENTS TO CAMPUS BUILDINGS - $30,000,000 AND REFUNDING FOR SERIES 2012C BOND (ISSUED 5/15/2012) - $19,520,400. |
| Schedule K, Part I, Column (f) BOND A (SERIES 2015) | CONSTRUCTION/CAPITAL IMPROVEMENTS |
| Schedule K, Part I, Column (f) BOND B (SERIES 2012B) | REFUNDING FOR SERIES 2012B BOND (ISSUED 2/16/2012) |
| Schedule K, Part I, Column (f) BOND C (SERIES 2021) | CONSTRUCTION AND CAPITAL IMPROVEMENTS TO CAMPUS BUILDINGS - $37,690,560 AND REFUNDING FOR SERIES 2012A BOND (ISSUED 2/16/2012) - $46,293,825. |
| Schedule K, Part II, Line 3 Column C & D | Difference in Issue Price and Proceeds of issue due to Investment Earnings |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2015) The calculation for computing no rebate due was performed on 10/19/2023 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2021) The calculation for computing no rebate due was performed on 10/19/2023 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2022) The calculation for computing no rebate due was performed on 10/19/2023 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,552,406 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - High/Low Average of Day | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $84,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Appraisal, FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $596 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $675 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AIRFARE | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,225 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | MERCER UNIVERSITY USES THIRD PARTY STOCKBROKERS TO PROCESS NON-CASH CONTRIBUTIONS |
| Schedule M, Part I Explanations of reporting method for number of contributions | Clothing and household goods - NUMBER OF CONTRIBUTIONS Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Collectibles - NUMBER OF CONTRIBUTIONS Food inventory - NUMBER OF CONTRIBUTIONS Drugs and medical supplies - NUMBER OF CONTRIBUTIONS Other - AIRFARE NUMBER OF CONTRIBTUTIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 MISSION | MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE. IN FULFILLING THIS MISSION, THE UNIVERSITY SUPPORTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL LEARNING AS WELL AS BASIC RESEARCH AND ITS APPLICATION IN SERVICE TO OTHERS. AS A UNIVERSITY COMMITTED TO EXCELLENCE AND INNOVATION, MERCER CHALLENGES MEMBERS OF ITS COMMUNITY TO MEET AND EXCEED HIGH STANDARDS IN THEIR TEACHING, LEARNING, RESEARCH, SCHOLARSHIP AND SERVICE. FOUNDED BY BAPTISTS IN 1833, MERCER IS AN INDEPENDENT UNIVERSITY THAT REMAINS GROUNDED IN A TRADITION THAT EMBRACES FREEDOM OF THE MIND AND SPIRIT, CHERISHES THE EQUAL WORTH OF EVERY INDIVIDUAL, AND COMMITS TO SERVING THE NEEDS OF HUMANKIND. AS A REFLECTION OF THIS HERITAGE: * WE ENCOURAGE OUR STUDENTS TO DISCOVER AND DEVELOP FULLY THEIR UNIQUE COMBINATION OF GIFTS AND TALENTS TO BECOME LEADERS WHO MAKE A POSITIVE DIFFERENCE IN THE WORLD. * WE SEEK TO INSPIRE MEMBERS OF OUR COMMUNITY TO LIVE VIRTUOUS MEANINGFUL LIVES BY USING THEIR GIFTS AND TALENTS TO SERVE THE NEEDS OF HUMANKIND AS AN EXPRESSION OF THEIR LOVE FOR GOD AND NEIGHBOR. * WE SEEK TO ENRICH THE MIND AND SPIRIT BY PROMOTING AND FACILITATING AN OPEN AND RIGOROUS SEARCH FOR TRUTH AND UNDERSTANDING, INCLUDING AN EXAMINATION OF THE MORAL, RELIGIOUS AND ETHICAL QUESTIONS OF THIS AND EVERY AGE. * WE AFFIRM AND RESPECT THE DIGNITY AND SACRED WORTH OF EVERY PERSON AND CELEBRATE BOTH OR COMMONALITIES AND OUR DIFFERENCES. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 45,721,288 including grants of $ 353,023)(Revenue $ 47,334,014) RESEARCH |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 37,549,897 including grants of $ 0)(Revenue $ 3,188,554) ACADEMIC SUPPORT |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 32,718,846 including grants of $ 0)(Revenue $ 0) STUDENT SERVICES |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 4,307,226 including grants of $ 0)(Revenue $ 0) PUBLIC SERVICES |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $- 4,763,689 including grants of $ 0)(Revenue $ 0) INSTITUTIONAL SUPPORT |
| Form 990, Part VI, Line 1a GOVERNING BODY VOTING RIGHTS AND DELEGATION OF AUTHORITY | THE AFFAIRS OF THE CORPORATION ARE MANAGED AND CONTROLLED BY A BOARD OF TRUSTEES, CONSISTING OF (45) REGULAR MEMBERS WHO SERVE FOR TERMS OF FIVE (5) YEARS EACH. IN ADDITION, DURING THE TAX YEAR ENDED JULY 1, 2024 AND JUNE 30, 2025, THERE WERE FOUR (4) LIFE TRUSTEES SERVING ON THE BOARD OF TRUSTEES. THE PRESIDENT OF THE UNIVERSITY ALSO SERVES AS AN EX OFFICIO MEMBER OF THE BOARD OF TRUSTEES. EACH OF THESE MEMBERS OF THE BOARD OF TRUSTEES HAS THE POWER TO VOTE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE POSSESSES AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND AFFAIRS OF THE CORPORATION IN ALL CASES IN WHICH SPECIFIC DIRECTION HAS NOT BEEN GIVEN BY THE BOARD. THE BYLAWS OF THE CORPORATION PROVIDE THAT THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN OF THE BOARD AND THE PRESIDENT EX OFFICIO AND NOT LESS THAN SEVEN (7) ADDITIONAL MEMBERS CHOSEN FROM THE MEMBERSHIP OF THE BOARD. ALL OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE VOTING MEMBERS OF THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Line 1b INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY | THE PRESIDENT OF THE UNIVERSITY, WHO SERVES AS AN EX OFFICIO VOTING MEMBER OF THE BOARD OF TRUSTEES, IS COMPENSATED AS AN OFFICER OF THE CORPORATION, AND IS THUS THE ONLY MEMBER OF THE CORPORATION'S GOVERNING BODY WHO IS NOT CONSIDERED TO BE INDEPENDENT. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | CAROLYN MCAFEE BRUNER AND J. THOMAS MCAFEE - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | PRIOR TO FILING, THE FORM 990 WAS REVIEWED IN DETAIL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A COPY OF THE FINALIZED FORM 990 WAS THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY AT EACH ANNUAL MEETING OF THE BOARD OF TRUSTEES, EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE OF THE UNIVERSITY IS REQUIRED (A) TO REVIEW THE INSTITUTION'S CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND KEY EMPLOYEES; (B) TO DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING THE UNIVERSITY; AND (C) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THE CONFLICT OF INTEREST POLICY. ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO LIST ON A DISCLOSURE FORM FOR TRUSTEES, OFFICERS, AND KEY EMPLOYEES THOSE SUBSTANTIVE RELATIONSHIPS THAT THEY MAINTAIN (OR MEMBERS OF THEIR FAMILIES MAINTAIN) WITH ORGANIZATIONS THAT DO BUSINESS WITH THE UNIVERSITY, OR THAT OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT THEIR INDEPENDENT, UNBIASED JUDGMENT IN LIGHT OF THEIR DECISION-MAKING AUTHORITY OR RESPONSIBILITY. IN THE EVENT A TRUSTEE, OFFICER OR KEY EMPLOYEE IS UNCERTAIN AS TO THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP, THE CHAIR OF THE BOARD OF TRUSTEES AND/OR THE PRESIDENT IS CONSULTED. THEY, IN TURN, MAY ELECT TO CONSULT WITH LEGAL COUNSEL, THE EXECUTIVE COMMITTEE, OR THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. THESE DISCLOSURE FORMS ARE COLLECTED BY THE SECRETARY OF THE CORPORATION, AND COPIES ARE PROVIDED ANNUALLY TO THE UNIVERSITY'S INDEPENDENT AUDITORS. TRUSTEES, OFFICERS, AND KEY EMPLOYEES WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST ARE REQUIRED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS ARE NOT ALLOWED TO VOTE OR BE PRESENT AT THE TIME OF THE VOTE ON SUCH TRANSACTIONS. WHENEVER THE BOARD OF TRUSTEES HOLDS A MEETING AT WHICH (A) A TRUSTEE'S, OFFICER'S, OR KEY EMPLOYEE'S FINANCIAL INTEREST IN A MATTER IS DISCLOSED, (B) A DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST IS MADE, OR (C) A TRANSACTION OR ARRANGEMENT WITH RESPECT TO WHICH A TRUSTEE, OFFICER, OR KEY EMPLOYEE HAS A CONFLICT OF INTEREST IS CONSIDERED, THE BOARD'S CONSIDERATION OF THESE ISSUES IS DOCUMENTED IN THE MINUTES OF THE MEETING. IN THE INTERIM BETWEEN ANNUAL MEETINGS, EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE HAS AN ONGOING OBLIGATION TO NOTIFY THE BOARD OF TRUSTEES PROMPTLY OF ANY ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST AS IT ARISES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE BYLAWS ESTABLISHED A COMPENSATION COMMITTEE, COMPRISED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE EXECUTIVE COMMITTEE, AND THE CHAIR OF THE FINANCE, INVESTMENT AND PROPERTY COMMITTEE, EACH OF WHOM IS AN INDEPENDENT VOTING MEMBER OF THE UNIVERSITY'S GOVERNING BODY. ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION ARRANGEMENTS FOR THE PRESIDENT OF THE UNIVERSITY, AND ALSO REVIEWS THE COMPENSATION ARRANGEMENTS FOR EACH UNIVERSITY OFFICER AND OTHER KEY EMPLOYEE WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY TO ENSURE THAT SUCH COMPENSATION ARRANGEMENTS ARE REASONABLE. IN CARRYING OUT THIS PROCESS, THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE COMPARABILITY DATA AND CONCURRENTLY DOCUMENTS THE BASIS FOR ITS DELIBERATIONS AND DECISIONS. NO PERSON HAVING A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT FOR ANY UNIVERSITY OFFICER OR KEY EMPLOYEE IS PRESENT DURING THE DISCUSSION AND APPROVAL OF SUCH COMPENSATION ARRANGEMENTS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE BYLAWS ESTABLISHED A COMPENSATION COMMITTEE, COMPRISED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE EXECUTIVE COMMITTEE, AND THE CHAIR OF THE FINANCE, INVESTMENT AND PROPERTY COMMITTEE, EACH OF WHOM IS AN INDEPENDENT VOTING MEMBER OF THE UNIVERSITY'S GOVERNING BODY. ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION ARRANGEMENTS FOR THE PRESIDENT OF THE UNIVERSITY, AND ALSO REVIEWS THE COMPENSATION ARRANGEMENTS FOR EACH UNIVERSITY OFFICER AND OTHER KEY EMPLOYEE WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY TO ENSURE THAT SUCH COMPENSATION ARRANGEMENTS ARE REASONABLE. IN CARRYING OUT THIS PROCESS, THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE COMPARABILITY DATA AND CONCURRENTLY DOCUMENTS THE BASIS FOR ITS DELIBERATIONS AND DECISIONS. NO PERSON HAVING A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT FOR ANY UNIVERSITY OFFICER OR KEY EMPLOYEE IS PRESENT DURING THE DISCUSSION AND APPROVAL OF SUCH COMPENSATION ARRANGEMENTS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS (I.E., BYLAWS AND ITS CONFLICT-OF-INTEREST POLICY) AVAILABLE TO THE GENERAL PUBLIC BY POSTING THEM ON THE INSTITUTION'S WEBSITE (HTTP://WWW.MERCER.EDU). THE ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE STATE OF GEORGIA'S SECRETARY OF STATE'S WEBSITE AT HTTPS://ECOPR.SOS.GA.GOV/BUSINESS SEARCH. ON AN ANNUAL BASIS, THE UNIVERSITY MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY CONTINUING DISCLOSURE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM OF THE MUNICIPAL SECURITIES RULEMAKING BOARD (HTTP://EMMA.MSRB.ORG). |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 1675227, Related or Exempt Function Revenue: 1512929, Unrelated Business Revenue: 162298, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS - -38000; NET CHANGE IN BENEFICIAL INTEREST IS PERPETUAL TRUSTS - 4739962; CHANGE IN SPLIT-INTEREST OBLIGATIONS - 197442; AMORTIZATION OF BOND PREMIUM/DISCOUNT AND ISSUANCE COSTS - 565270; Total - 5464674; |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF ASSISTANCE OUTSIDE THE U.S. | MERCER UNIVERSITY REQUIRES SUBRECIPIENTS TO SUBMIT PERFORMANCE AND FINANCIAL STATUS REPORTS UPON REQUEST. THE UNIVERSITY OBTAINS AND REVIEWS THE SINGLE AUDIT REPORT FROM SUBRECIPIENTS WHO RECEIVE IN EXCESS OF $750,000 OF FEDERAL FUNDS DURING THE FISCAL YEAR. IF THE PROSPECTIVE SUBRECIPIENT DOES NOT HAVE A SINGLE AUDIT, THE UNIVERSITY MAY PERFORM SITE VISITS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MERCER MEDICINE LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 204846017 | PRACTICE PLAN | GA | $0 | $0 | MERCER UNIVERSITY |
| ABRAM PROPERTIES LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | PROPERTY INV | GA | $0 | $0 | MERCER UNIVERSITY |
| PRESCHOOL PROPORTIES LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | PROPERTY INV | GA | $0 | $0 | MERCER UNIVERSITY |
| DLESLIE LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| PIO NONO STABLIZATION LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| MERCER GSA LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| WM GRAY INVESTMENTS LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 823461279 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| MACON HISTORIC IMPROVEMENTS LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| BARNEY'S INVESTMENTS LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 842891090 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| FARRPOINT STATION LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| BROWNPHIL LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| LINDEN AVE LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| HISTORIC CAPRICORN STUDIOS MANAGER LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 821296457 | TAX CREDITS | GA | $0 | $0 | MERCER UNIVERSITY |
| HISTORIC NEW YORK CAF MANAGER LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 832713372 | TAX CREDITS | GA | $0 | $0 | MERCER UNIVERSITY |
| KT SMITH LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
| MAW SERVICE CENTER REAL ESTATE LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | $0 | MERCER UNIVERSITY |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVANNAH CENTER FOR MEDICAL EDUCATION & RESEARCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471772525 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| REMAINDER INTEREST TRUSTS (27) | ||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | CHARITABLE TRUST | GA | MERCER UNIV | Trust | false |
| PERPETUAL TRUSTS (12) | ||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | CHARITABLE TRUST | GA | CHARITABLE TRUST | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |