2024-05-15T13:10:43-05:00 2023-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2022-07-01 540525605 SHENANDOAH UNIVERSITY SHEN 5406654500 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 TRACY FITZSIMMONS PRESIDENT 5406654500 2024-05-14 1 TRACY FITZSIMMONS 999009999 1 CHRIS FRYE CPA P01068721 5406623417 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY FITZSIMMONS 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 175694675 0 X WWW.SU.EDU X 1875 VA SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. A SHENANDOAH UNIVERSITY EDUCATION INCORPORATES SCHOLARSHIP, EXPERIENTIAL LEARNING AND SOPHISTICATED TECHNOLOGIES AS WELL AS PRACTICAL WISDOM. THE UNIVERSITY PROVIDES STUDENTS WITH THE ACADEMIC CONTENT AND ANALYTICAL SKILLS THEY WILL NEED TO LAUNCH SUCCESSFUL CAREERS, AND HARNESS TECHNOLOGIES THAT WILL ENABLE THEM TO CREATE NEW IDEAS, PRODUCTS AND SERVICES THAT IMPACT A GLOBAL SOCIETY. 39 34 2830 300 82405 0 14681133 14413112 127577554 131050418 2317737 3700117 0 0 144576424 149163647 29406222 31135866 0 0 63746662 67113156 0 0 1635447 44347664 45974313 137500548 144223335 7075876 4940312 281737506 298681973 104528797 109042737 177208709 189639236 X SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. 0 0 89100860 31135866 114663200 DURING THE FISCAL YEAR 2022-2023, SHENANDOAH UNIVERSITY SAW ENROLLMENT REMAIN STEADY, WITH 4,260 STUDENTS ENROLLED IN FALL 2022. SHENANDOAH CONTINUED TO EXPAND ITS LIST OF OVER 200 ACADEMIC OFFERINGS AT THE UNDERGRADUATE AND GRADUATE LEVELS, ADDING BACHELOR'S DEGREES IN CONTEMPORARY MUSICIANSHIP AND ENTREPRENEURSHIP, ENVIRONMENTAL AND SUSTAINABILITY STUDIES AND CONSERVATION SCIENCE AND MANAGEMENT; AN EDUCATION SPECIALIST (ED.S.) DEGREE; A MASTER OF SCIENCE IN APPLIED CYBERSECURITY; A DIGITAL MARKETING CONCENTRATION IN ITS MBA PROGRAM; AND GRADUATE CERTIFICATES IN ESPORTS HEALTH & FITNESS AND ESPORTS MEDICINE. 16230073 1063312 STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRAR, STUDENT AFFAIRS, STUDENT ORGANIZATIONS, AND ATHLETIC PROGRAMS. DURING FISCAL YEAR 2022-2023, SHENANDOAH UNIVERSITY HAD OVER 80 RECOGNIZED STUDENT CLUBS AND ORGANIZATIONS. SHENANDOAH UNIVERSITY SPONSORED 22 INTERCOLLEGIATE TEAMS (11 FOR WOMEN AND 11 FOR MEN) WITH A TOTAL STUDENT-ATHLETE INVOLVEMENT OF MORE THAN 500. INTERCOLLEGIATE ATHLETICS ARE AN INTEGRAL ASPECT OF STUDENT LIFE ON THE SHENANDOAH UNIVERSITY CAMPUS, WITH THE MAJORITY OF STUDENTS INVOLVED EITHER AS PARTICIPANTS OR SPECTATORS. SEVERAL SU SPORTS TEAMS EARNED NATIONAL RANKINGS AND CONTENDED FOR OLD DOMINION ATHLETIC CONFERENCE TITLES IN THEIR RESPECTIVE SPORTS, AND STUDENT-ATHLETES EXCELLED AT THE CONFERENCE, REGIONAL AND NATIONAL LEVELS.SHENANDOAH'S HEALTH PROFESSIONS BUILDING, LOCATED OFF MAIN CAMPUS AT THE WINCHESTER MEDICAL CENTER CAMPUS, SERVES AS THE HOME OF THE SCHOOL OF PHARMACY, AND SU'S NATIONALLY RANKED PHYSICIAN ASSISTANT STUDIES PROGRAM AS WELL AS THE OCCUPATIONAL THERAPY AND PHYSICAL THERAPY PROGRAMS IN THE SCHOOL OF HEALTH PROFESSIONS. SU'S LOUDOUN LOCATION SERVES STUDENTS IN THE MBA, EDUCATION AND LEADERSHIP, NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND PHYSICIAN ASSISTANT STUDIES PROGRAMS. 10777145 13024121 AUXILIARY SERVICES INCLUDES THE UNIVERSITY'S RESIDENCE HALLS, BOOKSTORE, AND CHILD CARE FACILITIES. DURING FISCAL YEAR 2022-2023, SHENANDOAH SET A NEW ALL-TIME HIGH WITH APPROXIMATELY 1,200 STUDENTS RESIDING IN ITS 11 RESIDENCE HALLS. 10051535 2217380 SHENANDOAH UNIVERSITY'S OTHER PROGRAM SERVICES NOT DETAILED IN PART III INCLUDE THE MAINTENANCE OF SHENANDOAH UNIVERSITY'S CAMPUSES. 10051535 2217380 126159613 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 1 5362 0 1 2830 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 34 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TRACY FITZSIMMONS PRESIDENT 5406654505 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 W MICHAEL PERRY CHAIR 0.00 X X 0 0 0 JAMES U IMOH VICE CHAIR 0.00 X X 0 0 0 LAUREN PETERSON SECRETARY 0.00 X X 0 0 0 HARRY S SMITH TREASURER 0.00 X X 0 0 0 WALTER H AIKENS TRUSTEE 0.00 X 0 0 0 DAVID B BAXA TRUSTEE 0.00 X 0 0 0 DR J GREGORY BENNETT TRUSTEE 0.00 X 0 0 0 SUSAN CARROLL TRUSTEE 0.00 X 0 0 0 TERESA A CLUSS TRUSTEE 0.00 X 0 0 0 DR KYLE FELDMAN TRUSTEE 0.00 X 0 0 0 STEVEN FREDERICKSON TRUSTEE 0.00 X 0 0 0 ROBERT J FROGALE TRUSTEE 0.00 X 0 0 0 MARY BRUCE H GLAIZE TRUSTEE 0.00 X 0 0 0 THE REV DR VICTOR GOMEZ TRUSTEE 0.00 X 0 0 0 FRED P HELM TRUSTEE 0.00 X 0 0 0 JESSIE HOOKER-BAILEY TRUSTEE 0.00 X 0 0 0 BRUCE E HUNTER TRUSTEE 0.00 X 0 0 0 DIANE S KEARNS TRUSTEE 0.00 X 0 0 0 ANNE P LEWIS TRUSTEE 0.00 X 0 0 0 MARJORIE S LEWIS TRUSTEE 0.00 X 0 0 0 KEITH A MAY TRUSTEE 0.00 X 0 0 0 SPENCER MCANDREWS TRUSTEE 0.00 X 0 0 0 SCOTT F MILLER TRUSTEE 0.00 X 0 0 0 J RANDALL MINCHEW TRUSTEE 0.00 X 0 0 0 DR M YAQUB MIRZA TRUSTEE 0.00 X 0 0 0 MARK J OHRSTROM TRUSTEE 0.00 X 0 0 0 DEBRA S ORBACZ TRUSTEE 0.00 X 0 0 0 BIPIN B PATEL TRUSTEE 0.00 X 0 0 0 CECIL PRUITT JR TRUSTEE 0.00 X 0 0 0 MARY FARLAND SHOCKEY TRUSTEE 0.00 X 0 0 0 JOHN D STOKELY JR TRUSTEE 0.00 X 0 0 0 JAMES A STUTZMAN JR TRUSTEE 0.00 X 0 0 0 THE REV DR STEVE SUMMERS TRUSTEE 0.00 X 0 0 0 CHARLES A VEATCH TRUSTEE 0.00 X 0 0 0 JAMES R WILKINS JR TRUSTEE 0.00 X 0 0 0 HEATHER H WILSON TRUSTEE 0.00 X 0 0 0 GERALD F SMITH JR TRUSTEE 0.00 X 0 0 0 JAMES R WILKINS III TRUSTEE 0.00 X 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 40.00 X 386902 0 44341 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 40.00 X 215107 0 28771 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 40.00 X 190269 0 19009 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 40.00 X 173957 0 28423 CAMERON MCCOY PROVOST 40.00 X 207614 0 10591 SCOTT SPRIGGS VP FOR RECRUITMENT AND CHIEF CREATIVE OFFICER 40.00 X 142071 0 22634 COURTNEY JARRETT VP FOR FINANCE AND CFO 40.00 X 152652 0 33437 MICHAEL STEPNIAK DEAN-CONSERVATORY 40.00 X 164588 0 18406 ASTRID SHEIL DEAN-SCHOOL OF BUSINESS 40.00 X 190046 0 19185 ARTHUR HARRALSON ASSOC DEAN OF RESEARCH-PHARMACY 40.00 X 180117 0 35882 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 40.00 X 165308 0 25546 YVONNE CHEN ASSOC DEAN FOR GLOBAL INITIATIVES SCHOOL OF BUS. 40.00 X 149023 0 7548 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 40.00 X 157374 0 25608 ROBERT KIDD DEAN OF PHARMACY 40.00 X 176852 0 35083 JEFFREY COKER DEAN OF ARTS AND SCIENCE 40.00 X 144979 0 35482 2796859 0 389946 90 0 1 0 SODEXO CAMPUS SERVICES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 4610494 CLARK COMPANIES PO BOX 427 DELHI NY 13753 CONSTRUCTION 3655155 RIDDLEBERGER BROTHERS INC PO BOX 27 MOUNT CRAWFORD VA 22841 CONSTRUCTION 976433 HOWARD SHOCKEY & SONS INC PO BOX 2530 WINCHESTER VA 22604 CONSTRUCTION 729970 ELLUCIAN COMPANY LP 62578 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE 697414 28 1298558 13114554 5205964 14413112 TUITION AND FEES 611310 114663200 114663200 AUXILIARY SERVICES 611310 13106526 13024121 82405 UNIVERSITY CAMPUSES 611310 2217380 2217380 TICKET SALES 611310 884649 884649 STUDENT SERVICE COMMISSIONS 611310 178663 178663 131050418 1495195 1495195 28451646 284304 25451285 1079743 3000361 -795439 2204922 2204922 149163647 130968013 82405 3700117 31135866 31135866 2374690 1202777 761570 410343 52441335 45444651 6124575 872109 2371153 1882097 461366 27690 6381450 5217732 1047040 116678 3544528 2995821 462681 86026 146435 146435 93119 93119 4054 4054 366571 101614 259457 5500 3120573 2708678 397659 14236 8447224 7778351 666829 2044 3379331 3244072 125955 9304 2815975 2712723 103252 9000549 8161582 838967 1138313 399405 738908 MEALS/ROOM CHARGE 5050850 4895325 136184 19341 CONTRACT SERVICES 4112291 3545382 565654 1255 SOFTWARE AND TECHNOLOGY 2830672 1549868 1280804 DUPLICATING, PRINTING, 1592276 1467234 95231 29811 3876080 1716435 2118535 41110 144223335 126159613 16428275 1635447 4550 3450 25632924 13107174 1844233 5158554 1913614 2437192 2812929 2060167 2253986 2715661 288824568 111310472 172788706 177514096 59649277 63745331 10707782 12475371 1735763 2761556 2393742 16703421 281737506 298681973 10154060 6951134 2563139 1991424 5175645 5603527 78171371 83898034 7102062 3946269 1362520 6652349 104528797 109042737 X 110836906 114721579 66371803 74917657 177208709 189639236 281737506 298681973 X 4940312 4615614 2874601 X X 0 1 X 1 1 1 X 7868577 6777962 7387221 7793776 14052644 43880180 7868577 6777962 7387221 7793776 14052644 43880180 10798727 33081453 1932918 1574451 1329622 1022010 1495195 7354196 -22426 -60397 1300 -60307 -57307 -199137 22138 69372 91510 51126749 130968013 0.64700 0.65930 X SCHEDULE A, PART II, LINE 10 IN PAST YEARS, THERE WAS INCOME FROM FUNDRAISING EVENTS. IN THE CURRENT RERPORTING YEAR, NONE OF INDIVIDUAL FUNDRAISING EVENTS MET THE MINIMUM GROSS INCOME REPORTING THRESHOLD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4054 4054 0 SCHEDULE C, PART II-B, LINE 1 SHENANDOAH UNIVERSITY IS A DUES PAYING MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA. THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA OPERATES AS A NONPROFIT, 501(C)(6) ORGANIZATION REPRESENTING 28 ACCREDITED NONPROFIT INDEPENDENT COLLEGES AND UNIVERSITIES IN VIRGINIA. THEY WORK COLLABORATIVELY IN THE AREAS OF PUBLIC POLICY, COST CONTAINMENT, AND PROFESSIONAL DEVELOPMENT AS WELL AS PROVIDING SUPPORT TO MEMBER INSTITUTIONS AND THEIR STUDENTS IN THE AREAS OF GOVERNMENT RELATIONS, COLLABORATION, RESEARCH, AND PUBLIC RELATIONS. IN THE COURSE OF THEIR ACTIVITIES FOR THIS YEAR, THEY CALCULATED THE ACTUAL PERCENTAGE OF MEMBERSHIP DUES THAT WAS USED FOR LOBBYING WAS 9.5%. 0 506534 0 0 X X 0 71885957 1061261 7588010 1338630 942976 441235 77812387 83798963 1611341 -9860758 1950458 1184641 528490 71885957 68448014 3569044 15114439 1615320 1488392 228822 83798963 68133756 918502 2599734 1543674 1452270 208034 68448014 66182279 2588297 2825448 1656896 1626793 178581 68133754 0.16000 0.42000 0.42000 1 0 3535000 12481505 16016505 209704628 64836755 144867873 3173601 1446715 1726886 31327679 29375599 1952080 28602155 15651403 12950752 177514096 ASSET UNDER INTEREST RATE SWAP AGREEMENTS 4312178 RIGHT-OF-USE ASSETS, OPERATING 5451558 RIGHT-OF-USE ASSETS, FINANCING 5866609 TIAA PLAN 457B 676913 EMERITI TRUST 153547 CSV LIFE INSURANCE 242616 16703421 BENEFICIAL TRUSTS 161579 LEASE LIABILITIES - OPERATING 6490770 6652349 X 126313435 4615614 -27465826 -22850212 149163647 0 149163647 113882908 795439 795439 113087469 31135866 31135866 144223335 PART III, LINE 4: THE COLLECTIONS OF SHENANDOAH UNIVERSITY INCLUDE PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, HISTORICAL ITEMS AND DECORATIVE ARTS. THESE ITEMS ARE ON DISPLAY THROUGHOUT THE UNIVERSITY FOR PUBLIC EXHIBITION. PART V, LINE 4: THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. THE OBJECTIVE OF THE ENDOWMENT PORTFOLIO OF THE UNIVERSITY IS TO ACHIEVE MAXIMUM TOTAL RETURN CONSISTENT WITH ASSUMING A REASONABLE DEGREE OF RISK. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE US FEREDAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS ALLOWANCE -31,135,866. UNREALIZED GAIN ON SWAP AGREEMENTS 2,874,601. LOSS ON DISPOSAL OF ASSETS 795,439. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 795,439. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 31,135,866. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SHENANDOAH UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY WITH ALL OF ITS BROCHURES AND PUBLICATIONS AND ALSO PUBLISHES ON ITS SCHOOL WEBSITE AS WELL AS A LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 6 SHENANDOAH UNIVERSITY RECIEVED CONTRIBUTIONS FROM VARIOUS GOVERNMENT AGENCIES IN THE AMOUNT OF $1,298,558 AS INDICATED ON THE FORM 990, PART VIII, LINE 1E. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 25000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 369000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 51000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 20000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 175000 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 73000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 48000 0 0 0 0 0 0 761000 0 761000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ACADEMIC SCHOLARSHIPS 2930 22432522 BASED ON ACADEMIC ACHIEVEMENT N/A UNDERGRADUATE AND GRADUATE NEED-BASED SCHOLARSHIPS 1193 4379638 DETERMINATION BASED ON FINANCIAL NEED N/A GRADUATE AND UNDERGRADUATE 220 2624477 BASED ON CRITERIA OF DEFINED SCHOLARSHIP N/A GRADUATE FELLOWSHIPS 389 1357004 ENROLLMENT IN AN ELIGIBLE GRADUATE PROGRAM N/A FEDERAL GRANTS 490 329981 BASED ON CRTIERIA OF GRANT N/A AWARDS/GRANTS 47 12244 CRITERIA OF AWARD OR GRANT N/A PART I, LINE 2: THE PROCESS OF PACKAGING FINANCIAL AID IS THE CULMINATION OF THE COMPLETE ANALYSIS OF STUDENT NEED AND THE AID ADMINISTRATION CYCLE, THE PROCESS OF PREPARATION FOR PACKAGING IS COMPLETED ACCURATELY AND CONFIDENTIALLY TO ENSURE EFFECTIVE USE OF ALL AID FUNDS AVAILABLE, AS WELL AS FAIR AND EQUITABLE TREATMENT TO ALL APPLICANTS. X X 1 1 X 0 0 0 0 0 0 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 348833 0 0 0 38069 0 19408 0 24933 0 431243 0 0 0 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 177136 0 0 0 37971 0 11071 0 17700 0 243878 0 0 0 CAMERON MCCOY PROVOST 190822 0 0 0 16792 0 10591 0 0 0 218205 0 0 0 ARTHUR HARRALSON ASSOC DEAN OF RESEARCH-PHARMACY 151994 0 0 0 28123 0 9629 0 26253 0 215999 0 0 0 ROBERT KIDD DEAN OF PHARMACY 148569 0 0 0 28283 0 10150 0 24933 0 211935 0 0 0 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 155389 0 0 0 34880 0 10042 0 8967 0 209278 0 0 0 ASTRID SHEIL DEAN-SCHOOL OF BUSINESS 150401 0 0 0 39645 0 9846 0 9339 0 209231 0 0 0 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 154670 0 0 0 19287 0 6019 0 22404 0 202380 0 0 0 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 131294 0 0 0 34014 0 8854 0 16692 0 190854 0 0 0 COURTNEY JARRETT VP FOR FINANCE AND CFO 144672 0 0 0 7980 0 8504 0 24933 0 186089 0 0 0 MICHAEL STEPNIAK DEAN-CONSERVATORY 155214 0 0 0 9374 0 9067 0 9339 0 182994 0 0 0 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 147217 0 0 0 10157 0 8916 0 16692 0 182982 0 0 0 JEFFREY COKER DEAN OF ARTS AND SCIENCE 136163 0 0 0 8816 0 8549 0 26933 0 180461 0 0 0 SCOTT SPRIGGS VP FOR RECRUITMENT AND CHIEF CREATIV 134840 0 0 0 7231 0 7554 0 15080 0 164705 0 0 0 YVONNE CHEN ASSOC DEAN FOR GLOBAL INITIATIVES SC 126364 0 0 0 22659 0 7548 0 0 0 156571 0 0 0 PART I, LINE 1A THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE, CAR OR MILEAGE ALLWOANCE, AND SOCIAL CLUB DUES TO OFFICERS AND KEY EMPLOYEES. THE AMOUNT PROVIDED IS INCLUDED IN THEIR TAXABLE WAGES. A VIRGINIA COLLEGE BUILDING AUTHORITY 541249154 2011-12-09 36455000 EDUCATION FACILITIES 0 0 0 B IDA OF CLARKE COUNTY VIRGINIA 541070553 2011-12-27 7815000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2012-12-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2013-04-23 6000000 EDUCATION FACILITIES 0 0 0 A 18610000 36455000 384543 70952 2011 1 0 1 1 B 7815000 5032001 82073 2700926 2013 1 0 1 1 C 1078125 10000000 115620 9884380 2013 0 0 1 1 D 646875 6000000 56716 5943284 2015 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.250000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2015-12-22 10000000 EDUCATION FACILITIES 0 0 0 B EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2016-01-22 10000000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2017-06-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2017-07-20 10000000 EDUCATION FACILITIES 0 0 0 A 1460000 10000000 174621 9825379 2018 0 0 1 1 B 1460000 10000000 133793 9866207 2018 0 0 1 1 C 515000 10000000 151892 9848108 2017 0 0 1 1 D 515000 10000000 151707 9848293 2019 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2022-12-21 9000000 EDUCATION FACILITIES 0 0 0 A 68566 9000000 171491 8828509 2022 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 MARK A TURNER FAMILY MEMBER OF TRUSTEE 71967 COMPENSATION 0 ASH MILL LLC OWNER SERVES AS TRUSTEE 1367036 FACILITY LEASE 0 INOVA HEALTHCARE OFFICER SERVES AS TRUSTEE 828503 FACILITY LEASE 0 H & W CONSTRUCTION CO OFFICER SERVES AS TRUSTEE 603603 CONSTRUCTION 0 X 11 249371 FMV X 1 4879000 FMV X CONSTRUCTION 1 64316 FMV X MISCELLANEOUS OTHER ITEMS 19 13277 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 JAMES R. WILKINS, JR. AND JAMES R. WILKINS, III ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B EACH TRUSTEE RECEIVES A COPY OF FORM 990 FOR REVIEW PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C ALL KEY EMPLOYEES AND TRUSTEES ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE USES COMPENSATION REVIEWS AND BENCHMARKS TO RECOMMEND THE PRESIDENT'S SALARY TO THE BOARD. THE BOARD APPROVES THE PRESIDENT'S SALARY EACH YEAR. THE PRESIDENT APPROVES THE SALARIES OF THE OFFICERS AND KEY EMPLOYEES, WHICH THE BOARD APPROVES WHEN PASSING THE BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON SWAP AGREEMENTS 2,874,601. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.