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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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T09:54:38+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 Second Street 1400AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566167EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORPORATION OF MERCER UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORPBusinessNameControlTxt
Phone4783012710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA T DAVISPersonNm
Person TitleSENIOR VP FOR ADMIN & FINANCEPersonTitleTxt
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON LAKRITZPreparerPersonNm
PTINP01935980PTIN
Phone4159635100PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM D UNDERWOODBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$508,545,710GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MERCER.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionMERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE.ActivityOrMissionDesc
Voting Members Governing Body50VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee4514TotalEmployeeCnt
Total Volunteers570TotalVolunteersCnt
Total Gross UBI$595,406TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$648,000NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$61,644,050PYContributionsGrantsAmt
CY Contributions Grants$69,638,691CYContributionsGrantsAmt
PY Program Service Revenue$369,688,495PYProgramServiceRevenueAmt
CY Program Service Revenue$381,780,720CYProgramServiceRevenueAmt
PY Investment Income$43,445,695PYInvestmentIncomeAmt
CY Investment Income$29,608,730CYInvestmentIncomeAmt
PY Other Revenue$2,434,904PYOtherRevenueAmt
CY Other Revenue$3,669,854CYOtherRevenueAmt
PY Total Revenue$477,213,144PYTotalRevenueAmt
CY Total Revenue$484,697,995CYTotalRevenueAmt
PY Grants And Similar Paid$105,223,802PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$108,440,473CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$196,945,877PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$202,083,777CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,474,071CYTotalFundraisingExpenseAmt
PY Other Expenses$141,649,356PYOtherExpensesAmt
CY Other Expenses$143,258,017CYOtherExpensesAmt
PY Total Expenses$443,819,035PYTotalExpensesAmt
CY Total Expenses$453,782,267CYTotalExpensesAmt
PY Revenues Less Expenses$33,394,109PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,915,728CYRevenuesLessExpensesAmt
Total Assets BOY$1,038,550,349TotalAssetsBOYAmt
Total Assets EOY$1,102,611,953TotalAssetsEOYAmt
Total Liabilities BOY$320,513,679TotalLiabilitiesBOYAmt
Total Liabilities EOY$315,605,465TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$718,036,670NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$787,006,488NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER, AND TO SERVE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$129,946,027ExpenseAmt
Grant$0GrantAmt
Revenue$281,061,278RevenueAmt
DescINSTRUCTION: 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

FieldValueIRS element (for citing)
Expense$108,087,450ExpenseAmt
Grant$108,087,450GrantAmt
Revenue$0RevenueAmt
DescSCHOLARSHIPS: 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

FieldValueIRS element (for citing)
Expense$80,003,664ExpenseAmt
Grant$0GrantAmt
Revenue$53,385,428RevenueAmt
DescAUXILIARY 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)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$45,721,288$353,023$47,334,014RESEARCH
$37,549,897$0$3,188,554ACADEMIC SUPPORT
$32,718,846$0$0STUDENT SERVICES
$4,307,226$0$0PUBLIC SERVICES
-$4,763,689$0$0INSTITUTIONAL SUPPORT
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$115,533,568TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$353,023TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$50,522,568TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$433,570,709TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1123IRPDocumentCnt
IRP Document W2 G2IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4514EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members50GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW R HALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4783012771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS P BISHOP
CHAIRMAN1.0Yes (X)Yes (X)$0$0$0
WILLIAM UNDERWOOD
PRESIDENT/PROFESSOR40.0Yes (X)Yes (X)$558,447$0$54,937
AMY MILLER WALL
TRUSTEE1.0Yes (X)$0$0$0
ASHLEY AMOS COPELAN
TRUSTEE1.0Yes (X)$0$0$0
BENJAMIN W GRIFFITH
TRUSTEE1.0Yes (X)$0$0$0
CAROYN TOWNSEND MCAFEE BRUNER
TRUSTEE1.0Yes (X)$0$0$0
CATHY CALLAWY ADAMS
TRUSTEE1.0Yes (X)$0$0$0
CHARLES L CANTRELL III
TRUSTEE1.0Yes (X)$0$0$0
CHARLES WATSON JR
TRUSTEE1.0Yes (X)$0$0$0
CHRIS R SHERIDAN JR
TRUSTEE1.0Yes (X)$0$0$0
DAVID E HUDSON
TRUSTEE1.0Yes (X)$0$0$0
DAVID E LINCH
TRUSTEE1.0Yes (X)$0$0$0
DERICUS K HARVEY
TRUSTEE1.0Yes (X)$0$0$0
DR BARBARA BROWN TAYLOR
TRUSTEE1.0Yes (X)$0$0$0
DR JAMES C ELDER JR
TRUSTEE1.0Yes (X)$0$0$0
DR SPENCER B KING
TRUSTEE1.0Yes (X)$0$0$0
DWIGHT J DAVIS
TRUSTEE1.0Yes (X)$0$0$0
EDWARD SCHUTTER JR
TRUSTEE1.0Yes (X)$0$0$0
ELI MORGAN
TRUSTEE1.0Yes (X)$0$0$0
ERIN KELLER
TRUSTEE1.0Yes (X)$0$0$0
GENE GABBARD
TRUSTEE1.0Yes (X)$0$0$0
GENELLE JENNINGS
TRUSTEE1.0Yes (X)$0$0$0
HEATHER DARDEN
TRUSTEE1.0Yes (X)$0$0$0
J HENRY WALKER
TRUSTEE1.0Yes (X)$0$0$0
J THOMAS MCAFEE
TRUSTEE1.0Yes (X)$0$0$0
JACQUELINE BAUGH MOORE
TRUSTEE1.0Yes (X)$0$0$0
JAMES WILLIAM THOMAS JR
TRUSTEE1.0Yes (X)$0$0$0
JENNIFER NUNN TARBUTTON
TRUSTEE1.0Yes (X)$0$0$0
JERRY S WILSON
TRUSTEE1.0Yes (X)$0$0$0
JIMMY CARTER
TRUSTEE1.0Yes (X)$0$0$0
JOE SAM ROBINSON JR
TRUSTEE1.0Yes (X)$0$0$0
JULIE LONG
TRUSTEE1.0Yes (X)$0$0$0
KEVIN HEAD
TRUSTEE1.0Yes (X)$0$0$0
LARRY BRADEN
TRUSTEE1.0Yes (X)$0$0$0
LIZA CHAPMAN
TRUSTEE1.0Yes (X)$0$0$0
M TROY WOODS
TRUSTEE1.0Yes (X)$0$0$0
MALCOM S BURGESS
TRUSTEE1.0Yes (X)$0$0$0
MARC TREADWELL
TRUSTEE1.0Yes (X)$0$0$0
MARY DIANE OWENS
TRUSTEE1.0Yes (X)$0$0$0
MATTHEW P SAPP
TRUSTEE1.0Yes (X)$0$0$0
MAXINE C MORRIS
TRUSTEE1.0Yes (X)$0$0$0
MICHAEL BOGGS
TRUSTEE1.0Yes (X)$0$0$0
MILTON L CRUZ
TRUSTEE1.0Yes (X)$0$0$0
NANCY GRACE
TRUSTEE1.0Yes (X)$0$0$0
NATHAN DEAL
TRUSTEE1.0Yes (X)$0$0$0
RABUN MATTHEWS III
TRUSTEE1.0Yes (X)$0$0$0
RAYMOND McLEOD WARRN III
TRUSTEE1.0Yes (X)$0$0$0
RICHARD SCHNEIDER
TRUSTEE1.0Yes (X)$0$0$0
ROBERT F HATCHER
TRUSTEE1.0Yes (X)$0$0$0
ROBERT G GODDARD
TRUSTEE1.0Yes (X)$0$0$0
STANLEY DEMETRIUS JONES
TRUSTEE1.0Yes (X)$0$0$0
TERRY ENGLAND
TRUSTEE1.0Yes (X)$0$0$0
VIRGIL L ADAMS
TRUSTEE1.0Yes (X)$0$0$0
W LOUIS SANDS
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM A MOYE
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM BRADLEY TURNER JR
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM H ANDERSON
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM KNOX POU
TRUSTEE1.0Yes (X)$0$0$0
YVETTE MILLER
TRUSTEE1.0Yes (X)$0$0$0
DAVID DAVIS
PROVOST40.0Yes (X)$348,262$0$53,375
JAMES NETHERTON
EXEC VP-ADMIN & FINANCE40.0Yes (X)$357,169$0$53,374
JOHN PATTERSON
SENIOR VP FOR ADVANCEMENT40.0Yes (X)$288,189$0$48,488
JULIA DAVIS
AVP FINANCE & TREASURER40.0Yes (X)$189,500$0$21,531
KELLIE APPEL
SENIOR VP FOR STRATEGIC INITIATIVES40.0Yes (X)$248,661$0$45,079
LARRY BRUMMLEY
SENIOR VP FOR MARKETING COMMUNICATIONS AND CHIEF OF STAFF40.0Yes (X)$259,034$0$29,016
MATTHEW HALL
GENERAL COUNSEL40.0Yes (X)$215,286$0$40,358
PENNY ELKINS
Executive VP FOR ENROLLMENT MANAGEMENT40.0Yes (X)$316,300$0$50,905
ANDREA MITCHELL
EXECUTIVE DIRECTOR40.0$264,392$0$43,671Yes (X)
JEAN SUMNER
DEAN/PROFESSOR40.0$462,294$0$54,266Yes (X)
DON NAKAYAMA
SENIOR ASSOCIATE DEAN/SCHOOL OF MEDICINE40.0$942,494$0$28,102Yes (X)
EDWIN GRIMSELY
PROFFESSOR40.0$304,991$0$50,002Yes (X)
JOHN HAWKINS
ASSOCIATE PROFESSOR40.0$491,169$0$54,504Yes (X)
KAREN SNEDDON
DEAN/PROFESSOR40.0$296,150$0$49,060Yes (X)
RYAN RIDDER
HEAD BASKETBALL COACH40.0$290,827$0$41,698Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,833,165TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$718,366TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K425IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Aramark Services Inc
1501 Mercer University DrMaconGA312070001Food Services$11,106,022
Orbis Education Services LLC
2600 W Camelback RdPhoenixAZ85017Program Management Services$4,648,057Attn Accounting 4th Floor
National Management Resources Corporation
Po Box 1224LagrangeGA30241Facilities Management$4,613,886
Chris R Sheridan & Co
Po Box 4441MaconGA31208Construction$2,740,364
Conditioned Air Inc
PO Box 4023MaconGA31208HVAC Services$2,082,684
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K170CntrctRcvdGreaterThan100KCnt
Fundraising$118,305FundraisingAmt
Government Grants$46,802,160GovernmentGrantsAmt
All Other Contributions$22,718,226AllOtherContributionsAmt
Noncash Contributions$7,741,752NoncashContributionsAmt
Total Contributions$69,638,691TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$281,061,278$281,061,278
AUXILIARY SERVICES900099$53,385,428$53,385,428
GOVERNMENT CONTRACTS541700$47,334,014$47,334,014

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$381,780,720TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,069,989TotalRevenueColumnAmt
Unrelated Business Revenue$433,108UnrelatedBusinessRevenueAmt
Exclusion$11,636,881ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,508TotalRevenueColumnAmt
Exclusion$93,508ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,185,120RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$5,320,318RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$864,802RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$864,802TotalRevenueColumnAmt
Exclusion$864,802ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,904,971SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,417,103SecuritiesAmt
Other$42,635OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,487,868SecuritiesAmt
Other-$42,635OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,445,233TotalRevenueColumnAmt
Exclusion$17,445,233ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$34,625FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$118,305ContriRptFundraisingEventAmt
Fundraising Direct Expenses$130,323FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$95,698TotalRevenueColumnAmt
Exclusion-$95,698ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$96,200GamingGrossIncomeAmt
Gaming Direct Expenses$41,016GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,184TotalRevenueColumnAmt
Exclusion$55,184ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$391,035GrossSalesOfInventoryAmt
Cost Of Goods Sold$896,320CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$505,286TotalRevenueColumnAmt
Exclusion-$505,286ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAL SCHOOL HOSPITAL Exchange900099$1,420,374$1,420,374
Rebates900099$133,269$133,269
Wellstar Pharmacy app/students900099$121,982$121,982

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,675,227TotalRevenueColumnAmt
Related Or Exempt Func Income$1,512,929RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$162,298UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,350,852OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$484,697,995TotalRevenueColumnAmt
Related Or Exempt Func Income$384,969,274RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$595,406UnrelatedBusinessRevenueAmt
Exclusion$29,494,624ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$353,023TotalAmt
Program Services$353,023ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$108,087,450TotalAmt
Program Services$108,087,450ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,002,656TotalAmt
Program Services$2,500,631ProgramServicesAmt
Management And General$1,165,348ManagementAndGeneralAmt
Fundraising$336,677FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$152,660,550TotalAmt
Program Services$139,206,644ProgramServicesAmt
Management And General$12,028,128ManagementAndGeneralAmt
Fundraising$1,425,778FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,412,501TotalAmt
Program Services$9,337,908ProgramServicesAmt
Management And General-$75,216ManagementAndGeneralAmt
Fundraising$149,809FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$26,823,841TotalAmt
Program Services$26,611,266ProgramServicesAmt
Management And General-$214,351ManagementAndGeneralAmt
Fundraising$426,926FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,184,229TotalAmt
Program Services$9,111,446ProgramServicesAmt
Management And General-$73,392ManagementAndGeneralAmt
Fundraising$146,175FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$410,238TotalAmt
Program Services$25,215ProgramServicesAmt
Management And General$385,023ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$388,146TotalAmt
Management And General$388,146ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$35,395TotalAmt
Program Services$35,395ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,167,833TotalAmt
Program Services$28,004,514ProgramServicesAmt
Management And General$968,131ManagementAndGeneralAmt
Fundraising$195,188FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,232,183TotalAmt
Program Services$1,023,776ProgramServicesAmt
Management And General$208,344ManagementAndGeneralAmt
Fundraising$63FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,561,898TotalAmt
Program Services$9,362,936ProgramServicesAmt
Management And General$2,051,657ManagementAndGeneralAmt
Fundraising$147,305FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,457,707TotalAmt
Program Services$3,980,138ProgramServicesAmt
Management And General$2,445,796ManagementAndGeneralAmt
Fundraising$31,773FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$23,151TotalAmt
Program Services$23,151ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$125,068TotalAmt
Program Services$100,467ProgramServicesAmt
Management And General$24,601ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,217,530TotalAmt
Program Services$7,820,638ProgramServicesAmt
Management And General$305,156ManagementAndGeneralAmt
Fundraising$91,736FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,871,377TotalAmt
Program Services$9,203,562ProgramServicesAmt
Management And General$1,667,815ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,291,151TotalAmt
Program Services$22,333,582ProgramServicesAmt
Management And General$1,957,569ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,354,552TotalAmt
Program Services$4,695,220ProgramServicesAmt
Management And General$1,659,332ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$3,066,966TotalAmt
Program Services$15,750,088ProgramServicesAmt
Management And General-$12,707,469ManagementAndGeneralAmt
Fundraising$24,347FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$453,782,267TotalAmt
Program Services$433,570,709ProgramServicesAmt
Management And General$16,737,487ManagementAndGeneralAmt
Fundraising$3,474,071FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$49,523,221BOYAmt
EOY$92,141,025EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,291,742BOYAmt
EOY$1,292,251EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,036,463BOYAmt
EOY$17,141,720EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$16,028,506BOYAmt
EOY$3,238,250EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$776,884BOYAmt
EOY$780,464EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$849,489,331LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$414,486,464LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$436,604,380BOYAmt
EOY$435,002,867EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$243,392,853BOYAmt
EOY$287,266,504EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$247,609,729BOYAmt
EOY$244,512,359EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$8,251,484BOYAmt
EOY$8,955,261EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,035,087BOYAmt
EOY$12,281,252EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,038,550,349BOYAmt
EOY$1,102,611,953EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,075,106BOYAmt
EOY$19,879,997EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,510,665BOYAmt
EOY$13,607,571EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$203,351,983BOYAmt
EOY$196,296,709EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$57,578,482BOYAmt
EOY$42,498,377EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,997,443BOYAmt
EOY$43,322,811EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$320,513,679BOYAmt
EOY$315,605,465EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$308,474,668BOYAmt
EOY$325,678,025EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$409,562,002BOYAmt
EOY$461,328,463EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$718,036,670BOYAmt
EOY$787,006,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,038,550,349BOYAmt
EOY$1,102,611,953EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$30,915,728ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$32,589,416NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,464,674OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,188,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,299,163CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,393,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,644,050CurrentTaxYearMinus1YearAmt
Current Tax Year$69,638,691CurrentTaxYearAmt
Total$351,164,062TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,188,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,299,163CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,393,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,644,050CurrentTaxYearMinus1YearAmt
Current Tax Year$69,638,691CurrentTaxYearAmt
Total$351,164,062TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,477,803SubstantialContributorsTotAmt
Public Support Total170$349,686,259PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,602,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,480,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,159,997CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,876,987CurrentTaxYearMinus1YearAmt
Current Tax Year$18,348,617CurrentTaxYearAmt
Total$81,468,260TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,950CurrentTaxYearMinus4YearsAmt
Current Tax Year$129,534CurrentTaxYearAmt
Total$146,484TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$846,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$891,954CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$513,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$557,134CurrentTaxYearMinus1YearAmt
Current Tax Year$521,860CurrentTaxYearAmt
Total$3,331,067TotalAmt
FieldValueIRS element (for citing)
Total Support$436,109,873TotalSupportAmt
Gross Receipts Rltd Activities$1,798,644,544GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80183PublicSupportCY170Pct
Public Support PY1700.825PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10 Other IncomeAMOUNTS 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 IncomeDESCRIPTION - , 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$280,749DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$35,335OtherActivitiesAmt
Total Lobbying Expenditures$316,084TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationMERCER 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

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements2TotalEasementsCnt
Historic Structure Easements2HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement24.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$500ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$481,905,976BeginningYearBalanceAmt
Contributions$9,147,322ContributionsAmt
Investment Earnings Or Losses$59,420,775InvestmentEarningsOrLossesAmt
Other Expenditures$20,954,204OtherExpendituresAmt
End Year Balance$529,519,869EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$479,944,937BeginningYearBalanceAmt
Contributions$4,169,492ContributionsAmt
Investment Earnings Or Losses$58,104,553InvestmentEarningsOrLossesAmt
Other Expenditures$60,313,006OtherExpendituresAmt
End Year Balance$481,905,976EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$452,556,294BeginningYearBalanceAmt
Contributions$4,475,034ContributionsAmt
Investment Earnings Or Losses$38,242,969InvestmentEarningsOrLossesAmt
Other Expenditures$15,329,360OtherExpendituresAmt
End Year Balance$479,944,937EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$475,458,642BeginningYearBalanceAmt
Contributions$7,415,063ContributionsAmt
Investment Earnings Or Losses-$32,739,267InvestmentEarningsOrLossesAmt
Other Expenditures-$2,421,856OtherExpendituresAmt
End Year Balance$452,556,294EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$361,437,355BeginningYearBalanceAmt
Contributions$12,972,412ContributionsAmt
Investment Earnings Or Losses$107,212,953InvestmentEarningsOrLossesAmt
Other Expenditures$6,164,078OtherExpendituresAmt
End Year Balance$475,458,642EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2065BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7935PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$628,582,125OtherCostOrOtherBasisAmt
Depreciation$270,276,327DepreciationAmt
Book Value$358,305,798BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,981,319OtherCostOrOtherBasisAmt
Depreciation$117,471,788DepreciationAmt
Book Value$31,509,531BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,925,887OtherCostOrOtherBasisAmt
Depreciation$26,738,349DepreciationAmt
Book Value$45,187,538BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$435,002,867TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
CASH & CASH EQUIVALENTS$13,494,943F
HEDGED EQUITY FUNDS OF FUNDS$40,086,503F
PRIVATE EQUITY & VENTURE CAPITAL FUNDS$50,613,458F
REAL ASSETS$44,267,493F
MISCELLANEOUS INVETMENTS$4,227,600F
REMAINDER INTEREST TRUSTS$6,366,412F
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS$85,455,950F
FieldValueIRS element (for citing)
Total Book Value Securities$244,512,359TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$43,322,811TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 5 CONSERVATION EASEMENT POLICYTHE 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 reportingCONSERVATION 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 fundsENDOWMENT 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) footnoteFIN 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYMERCER'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 GOVERNMENTGOVERNMENT 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

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesMERCER ON MISSION$133,298
Europe (Including Iceland and Greenland)00Program ServicesMERCER ON MISSION$287,471
Russia and Neighboring States00Program ServicesMERCER ON MISSION$43,093
South Asia00Program ServicesMERCER ON MISSION$52,400
North America (Canada & Mexico only)00Program ServicesMERCER ON MISSION$64,410
Middle East and North Africa00Program ServicesMERCER ON MISSION$57,108
Sub-Saharan Africa00Program ServicesMERCER ON MISSION$381,998
East Asia and the Pacific00Program ServicesMERCER ON MISSION$392,319
South America00Program ServicesMERCER ON MISSION$110,064
South America00Program ServicesRECRUITMENT$3,928
South Asia00Program ServicesRECRUITMENT$3,560
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,529,649SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,529,649TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL 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-AccrualExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUTHOR'S LUNCHEONEvent1Nm
Gross Receipts Event1$81,327GrossReceiptsEvent1Amt
Charitable Contri Event1$59,102CharitableContriEvent1Amt
Gross Revenue Event1$22,225GrossRevenueEvent1Amt
Other Direct Expenses Event1$81,285OtherDirectExpensesEvent1Amt
Event2EXECUTIVE FORUMEvent2Nm
Gross Receipts Event2$59,203GrossReceiptsEvent2Amt
Charitable Contri Event2$59,203CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Other Direct Expenses Event2$49,038OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$12,400GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$12,400GrossRevenueOtherEventsAmt
Gross Receipts Total$152,930GrossReceiptsTotalAmt
Charitable Contributions Tot$118,305CharitableContributionsTotAmt
Gross Revenue Total Events$34,625GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$130,323OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$130,323DirectExpenseSummaryEventsAmt
Net Income Summary-$95,698NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor Bingo0VolunteerLaborBingoPct
Volunteer Labor Pull Tabs0VolunteerLaborPullTabsPct
Gross Revenue Other Gaming$96,200GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$15,000CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$26,016OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$96,200GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$15,000CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$26,016OthDirectExpnssTotalGamingAmt
FieldValueIRS element (for citing)
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility1.0GamingOwnFacilityPct
Gaming Other Facility0GamingOtherFacilityPct
Individual With BooksMATTHEW WILLIAMSIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP312070000ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW WILLIAMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$0GamingManagerCompensationAmt
Gaming Manager Services ProvMANAGED RAFFLE, MANAGED BOOKS, PROVIDED REPORTS ON RAFFLEGamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Brights Spirits Wellness and Recovery
89 Parks Mountain RoadEllijayGA30540873916516501(c)(3)$8,000Public Service
Dalton State College
650 College DriveDaltonGA30720580975068501(C)(3)$68,248Instruction
East Georgia Healthcare Center Inc
215 N Coleman StreetSwainsboroGA30401582001607501(C)(3)$124,991Public Service
Emory University
1440 Clifton Road NEAtlantaGA30322580566256501(C)(3)$82,556Research
Georgia Council for Recovery Inc
2310 Park Lane DriveAtlantaGA303452904582045112501(C)(3)$28,223Research
Georgia Tech Research Corporation
PO Box 100117AtlantaGA30384580603146501(C)(3)$26,089Research
Global Partnership for Telehealth
PO Box 1408WaycrossGA31502261602348501(C)(3)$10,427Public Service
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AID ASSISTANCEGrantTypeTxt
Recipient6180RecipientCnt
Cash Grant$108,087,450CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationMERCER 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 1a HOUSING ALLOWANCE, PERSONAL SERVICES AND CLUB DUESFormAndLineReferenceDesc
ExplanationWILLIAM 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2015)
A58140778074265LG932015-07-17$79,547,573SEE PART VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2012B)
B58140778074265LJ902012-02-16$8,727,829SEE PART VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2021)
C58140778074265LX372021-07-06$84,892,839SEE PART VIfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY (SERIES 2022)
D58140778074265LZ922022-07-06$50,266,765SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$2,667,573$79,547,573$939,287$78,608,2852018falsefalseYes (true)Yes (true)
B$4,042,829$8,727,829$133,3272012Yes (true)falseYes (true)Yes (true)$8,594,502
C$21,592,839$84,964,714$909,942$37,897,8882024Yes (true)falseYes (true)Yes (true)$46,156,884
D$7,106,765$50,973,176$746,365$30,001,1712025Yes (true)falsefalseYes (true)$18,236,653

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000.0falsefalse0falseYes (true)
BfalsefalseYes (true)Yes (true)falseYes (true)0.000.0falsefalse0falseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000.0falsefalse0falseYes (true)
DfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.000.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
BfalsefalseYes (true)falsefalsefalse0falsefalsefalse0falsefalseYes (true)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
DfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 & DDifference in Issue Price and Proceeds of issue due to Investment Earnings
Schedule K, Part IV, Line 2c COLUMN AIssuer 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 CIssuer 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 DIssuer 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$3,850NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution20ContributionCnt
Noncash Contributions Rpt F990$7,552,406NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - High/Low Average of DayMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Contribution8ContributionCnt
Noncash Contributions Rpt F990$84,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Appraisal, FMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Contribution2ContributionCnt
Noncash Contributions Rpt F990$596NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$675NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAIRFAREDesc
Contribution2ContributionCnt
Noncash Contributions Rpt F990$100,225NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsMERCER UNIVERSITY USES THIRD PARTY STOCKBROKERS TO PROCESS NON-CASH CONTRIBUTIONS
Schedule M, Part I Explanations of reporting method for number of contributionsClothing 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 MISSIONMERCER 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 AUTHORITYTHE 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 BODYTHE 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 personsCAROLYN MCAFEE BRUNER AND J. THOMAS MCAFEE - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyPRIOR 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 policyCOMPLIANCE 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 officialTHE 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 employeesTHE 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 publicTHE 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 balancesCHANGE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MERCER MEDICINE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207204846017PRACTICE PLANGA$0$0MERCER UNIVERSITY
ABRAM PROPERTIES LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167PROPERTY INVGA$0$0MERCER UNIVERSITY
PRESCHOOL PROPORTIES LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167PROPERTY INVGA$0$0MERCER UNIVERSITY
DLESLIE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
PIO NONO STABLIZATION LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
MERCER GSA LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
WM GRAY INVESTMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207823461279REAL ESTATEGA$0$0MERCER UNIVERSITY
MACON HISTORIC IMPROVEMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
BARNEY'S INVESTMENTS LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207842891090REAL ESTATEGA$0$0MERCER UNIVERSITY
FARRPOINT STATION LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
BROWNPHIL LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
LINDEN AVE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
HISTORIC CAPRICORN STUDIOS MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207821296457TAX CREDITSGA$0$0MERCER UNIVERSITY
HISTORIC NEW YORK CAF MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207832713372TAX CREDITSGA$0$0MERCER UNIVERSITY
KT SMITH LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY
MAW SERVICE CENTER REAL ESTATE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0$0MERCER UNIVERSITY

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SAVANNAH CENTER FOR MEDICAL EDUCATION & RESEARCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
EIN471772525EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MERCER UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
General Or Managing PartnerYes (true)GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
REMAINDER INTEREST TRUSTS (27)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHARITABLE TRUSTGAMERCER UNIVTrustfalse
PERPETUAL TRUSTS (12)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHARITABLE TRUSTGACHARITABLE TRUSTTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd