2026-05-13T15:15:56-05:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR NE 3RD FLOOR CHRISTIANSBURG VA 24073 990 2024-07-01 560529990 PFEIFFER UNIVERSITY PFEI 7044631360 PO BOX 960 MISENHEIMER NC 28109 DR SCOTT W BULLARD PRESIDENT 7044631360 2026-05-12 1 0 MARK WOOLWINE P00647446 5404433606 2026-05-12 2024 2025-03-06 01:10:19Z DR SCOTT W BULLARD PO BOX 960 MISENHEIMER NC 28109 40030202 0 X WWW.PFEIFFER.EDU X 1938 NC PFEIFFER UNIVERSITY DELIVERS A TRANSFORMATIONAL, PERSONALIZED EDUCATION WHEREIN STUDENTS ARE SHAPED BY A GIFTED, DIVERSE, AND COMMITTED COMMUNITY OF MENTORS. GRADUATES ARE PREPARED TO LEAD, HAVE THE DISPOSITION TO SERVE, AND POSSESS THE WISDOM AND SKILLS TO FACILITATE HEALTH AND PROSPERITY THROUGHOUT THE REGION AND THE WORLD. 24 24 263 122 0 0 5743063 5284052 31041917 31629099 760009 -90674 103995 113961 37648984 36936438 13255281 13498369 0 0 13302123 11668278 0 0 656083 16417563 13217235 42974967 38383882 -5325983 -1447444 64091562 62332738 39979500 38392414 24112062 23940324 X PFEIFFER IS A GLOBALLY ENGAGED, REGIONAL UNIVERSITY DISTINCTIVE FOR ITS TRANSFORMATIONAL UNDERGRADUATE EXPERIENCES AND ITS LEADERSHIP IN PROFESSIONAL AND GRADUATE PROGRAMS THAT FILL DEMONSTRATED NEEDS. VESTED IN ITS HISTORY AS A UNITED METHODIST-RELATED UNIVERSITY, AND PROPELLED FORWARD BY AN INNOVATIVE FACULTY, PFEIFFER PREPARES ITS STUDENTS FOR A LIFETIME OF ACHIEVEMENT, SCHOLARSHIP, SPRIITUALITY, AND SERVICE. 0 0 33983517 13498369 30820119 IN THE 2024-2025 ACADEMIC YEAR, THE FRANCIS CENTER FOR SERVANT LEADERSHIP AND FAITH FORMATION ENGAGED STUDENTS, STAFF, AND OTHER VOLUNTEERS IN A TOTAL OF 1325 HOURS OF COMMUNITY SERVICE. IN ADDITION, OTHER UNIVERSITY AREAS PARTICIPATED IN 950 HOURS OF SERVICE. THEREFORE, THE TOTAL NUMBER OF HOURS EQUALS 2275 HOURS.HIGHLIGHTS FOR THE YEAR INCLUDE: COMMUNITY SERVICE THROUGH HABITAT FOR HUMANITY, STANLY COMMUNITY CHRISTIAN MINISTRY, BACKPACK BUDDIES, MOVING IN FIRST TIME STUDENTS, WREATHS ACROSS AMERICA AND MORE. THESE COMMUNITY SERVICE ACTIVIES RANGE FROM ON SITE WORK, ITEM COLLECTION, AND ASSEMBLING ITEMS ON CAMPUS AND DELIVERING TO THE AGENCY. THE FRANCIS CENTER WORKED WITH LOCAL CHURCHES TO PROVIDE A GOOD NEIGHBOR PANTRY IN PFEIFFER'S CHAPEL FOR STUDENTS AND NEIGHBORS GET FOOD OR HYGIENE ITEMS THEY NEED WITHOUT JUDGMENT AND PARTICIPATED IN A COMMUNITY TRUNK OR TREAT. STUDENT ATHLETES CONDUCTED A CANNED FOOD DRIVE AND CHRISTMAS TOY DRIVE, AND ASSISTED WITH A SPECIAL OLYMPICS DAY. OTHER STUDENT CLUBS/GROUPS COLLECTED SCHOOL SUPPLIES AND HYGIENE ITEMS.THESE ACTIVIES PROVIDED ON AND OFF CAMPUS ACTIVIES FOR STUDENTS TO PARTICIPATE IN SERVICE LEARNING. SOME ACTIVITIES WERE HANDS ON WITH COMMUNITY MEMBERS, SUCH AS SERVING AT A MOBILE FOOD PANTRY WHERE STUDENTS HELPED COMMUNITY MEMBERS "SHOP" FOR FREE GROCERIES OR WORKING THE SPECIAL OLYMPICS PROVIDING SUPPORT FOR ADULTS WITH SPECIAL NEEDS. OTHER ACTIVIES WERE HANDS ON ACTIVITIES TO ASSEMBLE ITEMS FOR LATER USE BY COMMUNITY MEMBERS, SUCH AS ASSEMBLING WEEKEND FOOD BAGS FOR LOCAL SCHOOL CHILDREN, MAKING CARDS FOR LOCAL STUDENTS DURING END OF GRADE TESTING, OR MAKING BLANKETS FOR SURVIVORS OF DOMESTIC VIOLENCE. COLLECTION DRIVES INCLUDED CANNED FOOD, SCHOOL SUPPLIES, CLOTHING, AND CHRISTMAS TOYS FOR KIDS. 33983517 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1399 0 1 263 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X ROBIN S LESLIE 7044631360 PO BOX 960 MISENHEIMER NC 28109 MRS JANE CRISCO SECRETARY 1.00 X X 0 0 0 MR ROGER DICK CHAIR 1.00 X X 0 0 0 MR JOHN FLETCHER III TRUSTEE 1.00 X 0 0 0 MS DEBORAH FRECH TRUSTEE 1.00 X 0 0 0 DR MATTHEW KERLIN TRUSTEE 1.00 X 0 0 0 MR BLAKE MARTIN TRUSTEE 1.00 X 0 0 0 MR BENNY MERRELL TREASURER 1.00 X X 0 0 0 MR DAVID MILLER TRUSTEE 1.00 X 0 0 0 MR MATTHEW MOELLER TRUSTEE 1.00 X 0 0 0 MR T RANN PAYNTER TRUSTEE 1.00 X 0 0 0 MR RUSSELL RING TRUSTEE 1.00 X 0 0 0 MR MARSHALL ROGERS PAST CHAIR 1.00 X 0 0 0 MR JOSEPH SCHORTZ TRUSTEE 1.00 X 0 0 0 MRS AMY SHELTON TRUSTEE 1.00 X 0 0 0 MRS NATASHA SUBER TRUSTEE 1.00 X 0 0 0 MRS BONNIE SUTHER VICE CHAIR 1.00 X X 0 0 0 THE REV DR TERRY SWICEGOOD TRUSTEE 1.00 X 0 0 0 MR RICK THAMES TRUSTEE 1.00 X 0 0 0 MR DAVID BELL EX-OFFICIO 1.00 X 0 0 0 BISHOP KENNETH CARTER JR EX-OFFICIO 1.00 X 0 0 0 MS BETH CRISSMAN EX-OFFICIO 1.00 X 0 0 0 MRS DELLA RAINES EX-OFFICIO 1.00 X 0 0 0 MS BESS REDMOND EX-OFFICIO 1.00 X 0 0 0 DR DAVID CARTRETTE EX-OFFICIO 1.00 X 0 0 0 MS JOANIE STROHM EX-OFFICIO 1.00 X 0 0 0 EMILY CARELLA VP FOR ENROLLMENT MANAGEME 40.00 X 124603 0 17609 JEFFERY CHILDRESS VP OF ATHLETICS AND EXTERN 40.00 X 113057 0 20935 JOELLEN NEWSOME VP OF INSTITUTIONAL ADVANCEMENT 40.00 X 116717 0 19307 DANIEL MYNATT PROVOST AND VP FOR ACADEMI 40.00 X 143202 0 36373 SCOTT BULLARD PRESIDENT 40.00 X 262227 0 11073 ROBIN LESLIE SENIOR VP OF FNANCE AND CF 40.00 X 156084 0 15792 SCOTT FISHER PA DIRECTOR AND ASSOC PROF 40.00 X 155052 0 2803 CHRISTOPHER BOE PROF OF ELEMENTARY EDUC & 40.00 X 124087 0 17088 SUSAN FISHER ASSOCIATE PROF OF PA STUDIES & PRINCIPAL FACULTY 40.00 X 125506 0 35241 SUSAN LUCK PROF OF BUSINESS ADMINISTR 40.00 X 125559 0 35787 TOM DARLING PROF OF HEALTH & EXERCISE SCIENCE 40.00 X 126658 0 16387 1572752 0 228395 16 0 1 0 SODEXO FOOD SERVICE PO BOX 960 MISENHEIMER NC 28109 FOOD SERVICES 2123445 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 MAINTENANCE SERVICES 1228495 FOLLETT HIGHER EDUCATION GROUP 3146 SOLUTIONS CENTER CHICAGO IL 60677 BOOKSTORE SERVICES 510404 JENZABAR 101 HUNTINGTON AVE STE 2205 BOSTON MA 02199 THIRD PARTY DATABASE 446198 UWHARRIE BANK 167 NORTH SECOND STREET ALBEMARLE NC 280020338 LENDER - NOTE PAYABLE PAYMENTS 354090 12 25640 207249 5051163 502435 5284052 TUITION 611310 25405051 25405051 DORMITORY FEES 611310 2828466 2828466 FOOD SERVICES 611310 2307051 2307051 OTHER PROGRAM SERVICES 611310 1088531 1088531 31629099 658642 658642 117613 13343 104270 104270 104270 70686 2249328 0 3069330 70686 -820002 -749316 -820002 70686 9760 25640 11091 -1331 -1331 8733 0 8733 8733 MISCELLANEOUS REVENUE 611310 2289 2289 2289 36936438 30820119 0 832267 13498369 13498369 983877 424776 434748 124353 8955855 7441487 1148831 365537 997709 830221 99917 67571 730837 595228 102890 32719 72685 72685 3277034 2545947 709815 21272 201075 16766 184309 827814 772328 55486 358583 340834 8255 9494 1175326 1143210 32116 628856 555742 67587 5527 133571 129440 3806 325 825470 807606 17864 2633776 2581100 52676 501559 104457 397102 STUDENT BOARD 1747983 1747983 MISCELLANEOUS EXPENSE 328974 145607 159255 24112 MEMBERSHIPS 223395 164586 58809 SPECIAL EVENTS 149408 137830 6405 5173 131726 131726 38383882 33983517 3744282 656083 370912 2017157 6271051 2823128 2720419 323427 455313 16476 3226 29744 29745 256453 595973 75881685 43345972 37797539 32535713 12333231 14502014 3322434 8928792 547167 544386 64091562 62332738 2051967 1535288 881257 928702 1479050 1215716 35113124 34335372 454102 377336 39979500 38392414 X -4016924 -3690155 28128986 27630479 24112062 23940324 64091562 62332738 X -1447444 1268819 6887 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 19921108 1497658 1849622 620046 -13195 22661537 17638682 278263 2004163 19921108 15851509 350672 1436501 17638682 16324708 665231 -1138430 15851509 14198030 407810 1718868 16324708 0.00490 0.93610 0.05900 0 0 1287937 1287937 57212108 29081931 28130177 17296156 14263901 3032255 85484 140 85344 32535713 CASH AND CASH EQUIVALENTS 2501924 F BONDS 38460 F CERTFICATE OF DEPOSIT 6388408 F 8928792 FINANCING LEASE RIGHT-OF-USE LIABILITIES 124464 REFUNDABLE ADVANCES FOR STUDENT LOANS 219416 ANNUITIES PAYABLE 2709 OPERATING LEASE RIGHT-OF-USE LIABILITIES 30747 377336 24665524 1268819 6887 1275706 23389818 72685 13473935 13546620 36936438 24837262 0 24837262 72685 13473935 13546620 38383882 PART III, LINE 4: FRAMED ORIGINAL PHOTOGRAPH OF DR. MARTIN LUTHER KING, JR. AND DR. VERNON MACK HERRON. THE MARCH FROM SELMA TO MONTGOMERY, ALABAMA IN 1965. ALSO INCLUDED IS A GENEOLOGY COLLECTION OF BOOKS, DOCUMENTS AND MEMORABILIA FROM DR. HERRON. THESE INCLUDE HIS WRITINGS ON THE CIVIL RIGHTS MOVEMENT. PART V, LINE 4: HELD TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE UNIVERSITY'S MISSION. ENDOWMENT EARNINGS ARE USED IN ACCORDANCE WITH DONOR RESTRICTIONS, WHERE APPLICABLE, AND APPLICABLE SPENDING POLICIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 165. CHANGE IN VALUE OF CASH VALUE LIFE INSURANCE 6,722. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,498,369. FUNDRAISING EVENT EXPENSE -11,091. RENTAL EXPENSE -13,343. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,498,369. FUNDRAISING EVENT EXPENSE -11,091. RENTAL EXPENSE -13,343. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY INCLUDES THE RACIALLY NON-DISCRIMINATORY POLICY IN ALL ITS BROCHURES, CATALOGUES AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC THAT RELATE TO STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. SCHEDULE E, PART I, LINE 6 EXPENDITURES OF FEDERAL AWARDS SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL DIRECT LOAN PROGRAM, FEDERAL WORK STUDY, PELL GRANT PROGRAM. EXPENDITURES OF STATE AWARDS NC NEED-BASED SCHOLARSHIP PROGRAM, NC FORGIVEABLE EDUCATIONAL LOANS FOR SERVICE, GOLDEN LEAF SCHOLARS PROGRAM. GOLF TOURNAMENT 35400 25640 9760 1638 4655 4364 434 35400 25640 9760 1638 4655 4364 434 11091 -1331 1 SCHOLARSHIPS 862 13498369 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED EACH YEAR BASED ON REQUIREMENTS DICTATED BY THE TYPE OF SCHOLARSHIP. ALL SCHOLARSHIPS ARE APPLIED TO EACH STUDENT'S ACCOUNT AND DISBURSED FROM THE FINANCIAL AID OFFICE. 1 X X 0 0 0 0 0 0 0 0 0 SCOTT BULLARD PRESIDENT 246234 0 0 0 15993 0 3864 0 7209 0 273300 0 0 0 DANIEL MYNATT PROVOST AND VP FOR ACADEMI 141625 0 0 0 1577 0 25554 0 10819 0 179575 0 0 0 ROBIN LESLIE SENIOR VP OF FNANCE AND CF 154500 0 0 0 1584 0 8585 0 7207 0 171876 0 0 0 SUSAN LUCK PROF OF BUSINESS ADMINISTR 92700 0 0 0 32859 0 25045 0 10742 0 161346 0 0 0 SUSAN FISHER ASSOCIATE PROF OF PA STUDIES & PRINC 125000 0 0 0 506 0 24627 0 10614 0 160747 0 0 0 SCOTT FISHER PA DIRECTOR AND ASSOC PROF 154500 0 0 0 552 0 2326 0 477 0 157855 0 0 0 MR ROGER DICK MR. ROGER DICK IS A BOARD OF TRUSTEES MEMBER AND CEO OF UWHARRIE BANK BUYOUT/TERMINATION OF LEASE X 1500000 1215716 0 1 1 1215716 MR ROGER DICK BOARD OF TRUSTEES MEMBER 117357 THE UNIVERSITY HOLDS A CD AT UWHARRIE BANK AND MR. ROGER DICK IS CEO OF UWHARRIE BANK. 0 X 525 DONOR VALUE X 11 475222 AVERAGE HIGH/LOW X EQUIPMENT 2 14609 DONOR VALUE X SUPPLIES 2 7777 DONOR VALUE X MISCELLANEOUS 7 4302 DONOR VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PFEIFFER UNIVERSITY'S FORM 990 IS SENT TO THE PRESIDENT, CFO, AND ALL BOARD OF TRUSTEE MEMBERS FOR INDIVIDUAL REVIEW BEFORE THE RETURN IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C PFEIFFER UNIVERSITY REQUIRES ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY, WHICH IS REVIEWED BY THE PRESIDENT'S OFFICE. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM DISCUSSIONS AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR FINANCE COMMITTEE ANNUALLY REVIEWS COMPARABLE EXTERNAL DATA AND BENCHMARKS, AS WELL AS PERFORMANCE IN DETERMINING APPROPRIATE COMPENSATION. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 165. CHANGE IN VALUE OF CASH VALUE LIFE INSURANCE 6,722. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.