BLUEFIELD UNIVERITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLUEFIELD UNIVERITY (EIN 54-0568200)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349303496
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:50:46-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ARBOR DR 3RD FLOOR | AddressLine1Txt |
| City | CHRISTIANSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540568200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEFIELD UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 2763263682 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 COLLEGE AVENUE | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW PITONYAK | PersonNm |
| Person Title | VP FOR FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 2763263682 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | PITONYAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK WOOLWINE | PreparerPersonNm |
| PTIN | P00647446 | PTIN |
| Phone | 5404433606 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW PITONYAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 COLLEGE AVENUE | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,912,178 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEFIELD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE STUDENT INSTRUCTION, SCHOLARSHIPS, ACADEMIC SUPPORT, AND OTHER SERVICES TO ITS STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 393 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | -$2,280 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,434,397 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,051,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,131,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,598,779 | CYProgramServiceRevenueAmt |
| PY Investment Income | $314,480 | PYInvestmentIncomeAmt |
| CY Investment Income | $268,551 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,507,248 | PYOtherRevenueAmt |
| CY Other Revenue | -$10,666 | CYOtherRevenueAmt |
| PY Total Revenue | $30,387,501 | PYTotalRevenueAmt |
| CY Total Revenue | $25,908,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,211,419 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,634,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,480,013 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,984,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $403,840 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,558,279 | PYOtherExpensesAmt |
| CY Other Expenses | $10,521,816 | CYOtherExpensesAmt |
| PY Total Expenses | $28,249,711 | PYTotalExpensesAmt |
| CY Total Expenses | $27,140,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,137,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,232,677 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,458,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,971,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,543,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,826,209 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,914,683 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,145,409 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OFFER A CHALLENGING CHRIST-CENTERED LIBERAL ARTS EXPERIENCE AND CO-CURRICULAR PROGRAMS THAT TRANSFORM STUDENTS' LIVES BY INTEGRATING LIBERAL ARTS WITH CAREER-ORIENTED STUDIES AND SERVICE TO GOD & THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,348,127 | ExpenseAmt |
| Grant | $6,634,253 | GrantAmt |
| Revenue | $19,548,684 | RevenueAmt |
| Desc | STUDENT INSTRUCTION AND SCHOLARSHIPS: GROUNDED IN THE LIBERAL ARTS TRADITION, BLUEFIELD UNIVERSITY IS AT THE FOREFRONT IN UNDERSTANDING THE VALUE OF SCIENCE AND TECHNOLOGY IN THE 21ST CENTURY. WITH MORE THAN 40 ACADEMIC PROGRAMS, WHICH INCLUDES FIVE MASTER'S DEGREES AND ASSOCIATES IN GENERAL STUDIES. STUDENTS SERVED INCLUDE TRADITIONAL STUDENTS WHO ANTICIPATE NEEDING THREE TO FIVE YEARS TO COMPLETE THEIR DEGREE, THE DEGREE COMPLETION STUDENT WHO NEEDS FEWER HOURS TO COMPLETE AN UNDERGRADUATE DEGREE AND DESIRES TO COMPLETE ONLINE AND THE INDIVIDUAL THAT IS SEEKING A MASTER'S DEGREE. THE UNIVERSITY DELIVERS COURSES ON-SITE/IN-PERSON AND ON-LINE. ACADEMIC SUPPORT IS PROVIDED THROUGH AN ACADEMIC CENTER FOR EXCELLENCE, A LIBRARY, AND ACADEMIC TECHNOLOGY SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,219,382 | ExpenseAmt |
| Desc | STUDENT SERVICES: THE UNIVERSITY'S STUDENT SERVICES AREAS INCLUDE THE REGISTRAR, ENROLLMENT MANAGEMENT, CREATIVE MEDIA, FINANCIAL AID, GENERAL STUDENT SUPPORT SERVICES, CAMPUS SECURITY, INTER-COLLEGIATE AND INTRAMURAL ATHLETICS, STUDENT EXTRACURRICULAR ACTIVITIES, CAMPUS MINISTRY, AND RETENTION/STUDENT SUCCESS SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,255,211 | ExpenseAmt |
| Revenue | $3,043,305 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: THE UNIVERSITY'S AUXILIARY ENTERPRISES INCLUDE STUDENT HOUSING, FOOD SERVICE, THE CAMPUS STORE, AND SPECIAL PROGRAMS (E.G., SUMMER EVENTS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,822,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1540 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 393 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2763264556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 COLLEGE AVENUE | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| C TODD ASBURY | ||||||
| BOARD CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACKSON E REASOR JR | ||||||
| BOARD VICE CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG F STOUT | ||||||
| BOARD SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN P BECKETT JR | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE BICKFORD | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF BLOOMER | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| BRANDON CALDWELL | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| TERRI N COLE | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RODNEY J HALE | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RON HALL | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BOB HOUCK | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE H JOHNSON | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH KEENE | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID KIRK | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID T LARIMER II | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| CHRIS LAWSON | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RON MALLORY | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS MARCOM | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| SARAH REID | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN ROCOVICH JR | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R SCOTT JR | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DIXIE TOOKE-RAWLINS | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JERRY L TURLEY | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A WADE | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S WINFREY II | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| LAMONT WOODS | ||||||
| BOARD TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID OLIVE | ||||||
| PRESIDENT | 50.00 | Yes (X) | $198,052 | $0 | $20,165 | |
| MARY RUTH BLANKENSHIP | ||||||
| VP FOR FINANCE AND ADMINISTRATION | 50.00 | Yes (X) | $129,348 | $0 | $2,409 | |
| JOSHUA CLINE | ||||||
| VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT | 50.00 | Yes (X) | $95,422 | $0 | $7,551 | |
| PAUL LAMBERT | ||||||
| CHIEF INFORMATION OFFICER/ASSOCIATE VP FOR FINANCE | 50.00 | Yes (X) | $88,534 | $0 | $6,108 | |
| KARL HATTON | ||||||
| VP FOR ENROLLMENT MANAGEMENT | 50.00 | Yes (X) | $55,576 | $0 | $239 | |
| MICHAEL SALMEIER | ||||||
| VICE PRESIDENT FOR INTERCOLLEGIATE ATHLETICX | 50.00 | Yes (X) | $47,612 | $0 | $6,982 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $614,544 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,454 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS | |||||
| 303 GLENROSE AVENUE | NASHVILLE | TN | 37210 | FOOD SERVICES | $993,264 |
| CLOUD CONTROL MEDIA LLC | |||||
| DEPT LA 24990 | PASADENA | CA | 91185 | SOFTWARE | $406,496 |
| NATIONAL MANAGEMENT RESOURCES CORP | |||||
| PO BOX 1224 | LAGRANGE | GA | 30241 | MAINTENANCE | $402,284 |
| A BOOK COMPANY | |||||
| 28312 NETWORK PLACE | CHICAGO | IL | 60673 | TEXT BOOKS | $391,642 |
| MAGELLEN LEARNING SOLUTIONS | |||||
| 4925 BOONSBORO RD | LYNCHBURG | VA | 24503 | EDUCATIONAL CONSULT | $242,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $12,905 | FundraisingAmt |
| Government Grants | $653,536 | GovernmentGrantsAmt |
| All Other Contributions | $2,384,947 | AllOtherContributionsAmt |
| Noncash Contributions | $49,039 | NoncashContributionsAmt |
| Total Contributions | $3,051,388 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $19,555,724 | $19,555,724 |
| HOUSING AND BOARD SERVICES | 611710 | $2,789,265 | $2,789,265 |
| SPECIAL EVENTS | 611710 | $196,238 | $196,238 |
| OTHER | 611710 | $53,976 | $53,976 |
| CAMPUS STORE/TEXTBOOK SALE | 611710 | $3,576 | $3,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,598,779 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,713 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,280 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,993 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,838 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,838 | TotalRevenueColumnAmt |
| Exclusion | $99,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,905 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,126 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,876 | TotalRevenueColumnAmt |
| Exclusion | -$3,876 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,790 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,790 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,908,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,591,989 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,280 | UnrelatedBusinessRevenueAmt |
| Exclusion | $266,955 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,634,253 | TotalAmt |
| Program Services | $6,634,253 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,544 | TotalAmt |
| Program Services | $419,772 | ProgramServicesAmt |
| Management And General | $176,421 | ManagementAndGeneralAmt |
| Fundraising | $18,351 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,609,275 | TotalAmt |
| Program Services | $5,197,616 | ProgramServicesAmt |
| Management And General | $2,184,440 | ManagementAndGeneralAmt |
| Fundraising | $227,219 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,841 | TotalAmt |
| Program Services | $1,113,625 | ProgramServicesAmt |
| Management And General | $592,715 | ManagementAndGeneralAmt |
| Fundraising | $54,501 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,588 | TotalAmt |
| Management And General | $19,588 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,158 | TotalAmt |
| Program Services | $1,302,788 | ProgramServicesAmt |
| Management And General | $83,370 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,370 | TotalAmt |
| Program Services | $120,428 | ProgramServicesAmt |
| Management And General | $51,524 | ManagementAndGeneralAmt |
| Fundraising | $21,418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,855 | TotalAmt |
| Program Services | $53,354 | ProgramServicesAmt |
| Management And General | $1,144,561 | ManagementAndGeneralAmt |
| Fundraising | $3,940 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,790 | TotalAmt |
| Program Services | $305,194 | ProgramServicesAmt |
| Management And General | $85,596 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,089 | TotalAmt |
| Program Services | $665,096 | ProgramServicesAmt |
| Management And General | $253,406 | ManagementAndGeneralAmt |
| Fundraising | $5,587 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,797 | TotalAmt |
| Program Services | $48,189 | ProgramServicesAmt |
| Management And General | $418,008 | ManagementAndGeneralAmt |
| Fundraising | $16,600 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,676 | TotalAmt |
| Program Services | $520,676 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,986 | TotalAmt |
| Program Services | $398,396 | ProgramServicesAmt |
| Management And General | $929,590 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,359 | TotalAmt |
| Program Services | $122,984 | ProgramServicesAmt |
| Management And General | $412,375 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $2,529,255 | $1,919,994 | $555,029 | $54,232 |
| STUDENT MEAL PLAN | $989,137 | $989,137 | ||
| POSTAGE | $20,756 | $11,218 | $7,546 | $1,992 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,140,729 | TotalAmt |
| Program Services | $19,822,720 | ProgramServicesAmt |
| Management And General | $6,914,169 | ManagementAndGeneralAmt |
| Fundraising | $403,840 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,388 | BOYAmt |
| EOY | $8,156 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,140 | BOYAmt |
| EOY | $636,567 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,035,929 | BOYAmt |
| EOY | $4,029,841 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,322,649 | BOYAmt |
| EOY | $659,713 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,068 | BOYAmt |
| EOY | $4,331 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,428 | BOYAmt |
| EOY | $513,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,350,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,883,941 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,574,302 | BOYAmt |
| EOY | $18,467,037 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,707,650 | BOYAmt |
| EOY | $7,300,199 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,717 | BOYAmt |
| EOY | $1,351,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,458,271 | BOYAmt |
| EOY | $32,971,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,336 | BOYAmt |
| EOY | $1,709,660 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,840 | BOYAmt |
| EOY | $655,003 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,714,466 | BOYAmt |
| EOY | $11,401,914 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,946 | BOYAmt |
| EOY | $2,059,632 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,543,588 | BOYAmt |
| EOY | $15,826,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,986,074 | BOYAmt |
| EOY | $3,750,188 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,928,609 | BOYAmt |
| EOY | $13,395,221 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,914,683 | BOYAmt |
| EOY | $17,145,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,458,271 | BOYAmt |
| EOY | $32,971,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,232,677 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $463,403 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,664,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,216,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,173,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,666,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,416,432 | CurrentTaxYearAmt |
| Total | $16,138,011 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,664,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,216,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,173,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,666,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,416,432 | CurrentTaxYearAmt |
| Total | $16,138,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,138,011 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $383,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,713 | CurrentTaxYearAmt |
| Total | $932,326 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$208,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,508,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$6,790 | CurrentTaxYearAmt |
| Total | $1,770,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,841,066 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $47,906,064 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,227 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,227 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY IS A MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA (CICV), AN ASSOCIATION OF 28 INDEPENDENT COLLEGES AND UNIVERSITIES. CICV WORKS TO PROMOTE THE INTERESTS OF NON-PROFIT, INDEPENDENT HIGHER EDUCATION IN VIRGINIA. CICV WORKED TO INITIATE AND CONTINUES TO PROMOTE THE STATE'S NON-NEED BASED TUITION ASSISTANCE PROGRAM FOR VIRGINIA STUDENTS ATTENDING A PRIVATE INSTITUTION. ADDITIONALLY, CICV MONITORS LEGISLATIVE AND REGULATORY ACTIONS WHICH AFFECT THE MEMBERSHIP BY A PRESENCE DURING THE GENERAL ASSEMBLY SESSIONS TO REVIEW PROPOSED LEGISLATION AND INTERACT WITH VARIOUS ADMINISTRATIVE AGENCIES. CICV IS ENGAGED IN PROMOTING THE AWARENESS OF VIRGINIA'S INDEPENDENT COLLEGES TO POTENTIAL STUDENTS THROUGH PUBLICATIONS AND BY SPONSORING VA PRIVATE COLLEGE WEEK. CICV ALSO PROVIDES ANALYZED DATA TO MEMBER INSTITUTIONS AND APPROPRIATE STATE AGENCIES TO PROMOTE VENTURES WHERE EFFICIENCIES CAN BE ACHIEVED BY THE PARTICIPATION OF A GROUP OF INSTITUTIONS. THE UNIVERSITY PAYS A MEMBERSHIP FEE BASED UPON STUDENT POPULATION. FOR THE YEAR ENDED JUNE 30, 2023, CICV EXPENDED APPROXIMATELY 9.5% OF THE MEMBERSHIP FEE FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,782,478 | BeginningYearBalanceAmt |
| Contributions | $423,019 | ContributionsAmt |
| Investment Earnings Or Losses | $588,616 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,248 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,470,865 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,730,019 | BeginningYearBalanceAmt |
| Contributions | $706,709 | ContributionsAmt |
| Investment Earnings Or Losses | -$372,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $281,740 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,782,478 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,950,344 | BeginningYearBalanceAmt |
| Contributions | $413,925 | ContributionsAmt |
| Investment Earnings Or Losses | $1,670,824 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $305,074 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,730,019 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,768,569 | BeginningYearBalanceAmt |
| Contributions | $358,629 | ContributionsAmt |
| Investment Earnings Or Losses | $114,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $291,037 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,950,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,818,437 | BeginningYearBalanceAmt |
| Contributions | $152,047 | ContributionsAmt |
| Investment Earnings Or Losses | $372,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $574,120 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,768,569 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,333 | OtherCostOrOtherBasisAmt |
| Book Value | $103,333 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,538,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,432,679 | DepreciationAmt |
| Book Value | $13,105,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,797,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,475,542 | DepreciationAmt |
| Book Value | $1,321,712 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,911,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,975,720 | DepreciationAmt |
| Book Value | $3,936,149 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,467,037 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $823,360 |
| AMOUNTS HELD ON BEHALF OF OTHERS | $100,897 |
| TRUST AND ANNUITY OBLIGATIONS | $177,318 |
| POST RETIRMENT BENEFIT OBLIGATIONS | $131,948 |
| OPERATING LEASE LIABILITY | $326,922 |
| FINANCE LEASE LIABILITY | $499,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,059,632 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,721,740 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $463,403 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,126 | OtherRevenueAmt |
| Revenue Not Reported | $467,529 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,254,211 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,588 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,634,253 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,653,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,908,052 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,491,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,126 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,126 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,486,888 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,588 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,634,253 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,653,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,140,729 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUNDS ARE USED PRIMARILY FOR SCHOLARSHIPS AND RESTRICTED PROGRAM PURPOSES. THE BOARD DESIGNATED OR QUASI-ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATING BUDGET. |
| PART X, LINE 2: | THE FEDERAL FORM 990S OF THE UNIVERSITY ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GOLF TOURNAMENT EXPENSES 4,126. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND FINANCIAL AID PAID 6,634,253. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES NETTED FOR GOLF TOURNAMENT 4,126. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND FINACIAL AID PAID 6,634,253. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | BLUEFIELD UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THEREFORE, THE UNIVERSITY IS NOT REQUIRED TO PUBLISH ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE NEWSPAPER OR THE BROADCAST MEDIA. AS REQUIRED BY REVENUE PROCEDURE 75-50, BLUEFIELD UNIVERSITY INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL OF ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. |
| SCHEDULE E, PART I, LINE 6 | THE AMOUNT BLUEFIELD UNIVERSITY RECEIVES FROM GOVERNMENTAL AGENCIES FOR FINANCIAL ASSISTANCE IS FOR STUDENT FINANCIAL AID. THE FINANCIAL AID IS AWARDED TO STUDENTS ACCORDING TO FEDERAL AND INSTITUTIONAL GUIDELINES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DONOR RESTRICTED (FUNDED) SCHOLARSHIPS AND FINANCIAL AID | 231 | $628,264 |
| SEOG - FEDERAL SUPPLEMENTAL GRANTS | 129 | $113,316 |
| COLLEGE DESIGNATED (UNFUNDED) SCHOLARSHIPS AND FINANCIAL AID | 760 | $5,892,673 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON EITHER THE SPECIFIC CRITERIA OF THE SCHOLARSHIP FUNDING, ACADEMIC MERIT, OR TALENT. THE UNIVERSITY'S FINANCIAL AID OFFICE MONITORS SCHOLARSHIP FUND AVAILABILITY, MAKES SCHOLARSHIP AWARDS, AND MAINTAINS AN ON-GOING AWARENESS OF STUDENT ELIGIBILITY FOR SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OLIVE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $198,052 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,665 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,217 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1B ALTHOUGH A WRITTEN POLICY DOES NOT EXIST, THE UNIVERSITY'S BOARD APPROVES THE HOUSING ALLOWANCE AND SOCIAL CLUB PAYMENTS. SOCIAL CLUB PAYMENTS ARE SUPPORTED BY INVOICES AND ARE PROCESSED THROUGH THE UNIVERSITY'S ACCOUNTS PAYABLE PROCESS. THE HOUSING ALLOWANCE IS ALSO SUPPORTED BY WRITTEN DOCUMENTATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $5,000 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | STUDENT TUITION COSTS | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW AT TRANSFER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PROVIDED TO AND DISCUSSED WITH THE BOARD'S FINANCE COMMITTEE PRIOR TO FILING. THE AUTHORITY TO REVIEW AND APPROVE THE 990 HAS BEEN DELEGATED TO THE FINANCE COMMITTEE BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEE CONFLICT OF INTEREST DISCLOSURE FORMS ARE REVIEWED BY THE BOARD CHAIR AND ASSISTANT SECRETARY. THEY ARE MAINTAINED IN AND REVIEWED BY THE PRESIDENT'S OFFICE. ANY ITEMS DISCLOSED ARE DISCUSSED WITH THE BOARD'S EXECUTIVE COMMITTEE AND DISCLOSED TO THE UNIVERSITY'S AUDITORS. EMPLOYEES CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY THE EMPLOYEE'S SUPERVISOR AND THE UNIVERSITY'S HUMAN RESOURCE DIRECTOR. ANY ITEMS DISCLOSED BY EMPLOYEES ARE REVIEWED BY THE PRESIDENT AND RELEVANT UNIVERSITY LEADERSHIP TEAM MEMBERS AS APPROPRIATE. EMPLOYEE CONFLICT OF INTEREST DISCLOSURE FORMS ARE MAINTAINED IN THE HUMAN RESOURCES OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | BLUEFIELD UNIVERSITY REFERS TO A SALARY SURVEY BENCHMARK DATA FROM THE COUNCIL FOR CHRISTIAN COLLEGES AND UNIVERSITIES (CCCU) IN ESTABLISHING THE SALARIES OF THE PRESIDENT AND OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | BLUEFIELD UNIVERSITY DOES NOT ROUTINELY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. INQUIRIES FROM THE PUBLIC FOR THESE DOCUMENTS ARE REVIEWED ON A CASE-BY-CASE BASIS BY THE UNIVERSITY'S LEADERSHIP TEAM TO ENSURE THAT THEY ARE RELEASED ONLY TO SATISFY LEGITIMATE REQUESTS. |
| FORM 990, PART XII, LINE2C: | THE FINANCE COMMITTEE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |