2023-03-29T09:53:33-05:00 2022-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2021-07-01 250965212 ALLEGHENY COLLEGE ALLE 8143324790 520 NORTH MAIN STREET MEADVILLE PA 16335 LINDA S WETSELL VP OF FINANCE AND CFO 8143324790 2023-03-28 1 LINDA WETSELL 999009999 SARAH R PIOT P01358891 4122613644 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RONALD B COLE PHD 520 NORTH MAIN STREET MEADVILLE PA 16335 196430286 0 X WWW.ALLEGHENY.EDU X 1817 PA FOUR YEAR INSTITUTION OF HIGHER EDUCATION. 32 29 1403 59 545003 38913 10111431 17211019 97117092 99688304 19997433 13299023 -46309 51603 127179647 130249949 53702125 54377996 0 0 35291171 37827845 0 0 3462479 38606390 43201903 127599686 135407744 -420039 -5157795 456702968 421873412 76511352 72463547 380191616 349409865 X ALLEGHENY'S UNDERGRADUATE RESIDENTIAL EDUCATION PREPARES YOUNG ADULTS FOR SUCCESSFUL, MEANINGFUL LIVES BY PROMOTING STUDENTS' INTELLECTUAL, MORAL AND SOCIAL DEVELOPMENT, AND ENCOURAGING PERSONAL AND CIVIC RESPONSIBILITY. SEE CONTINUATION ON SCHEDULE O.ALLEGHENY'S FACULTY AND STAFF COMBINE HIGH ACADEMIC STANDARDS AND A COMMITMENT TO THE EXCHANGE OF KNOWLEDGE WITH A SUPPORTIVE APPROACH TO LEARNING. GRADUATES ARE EQUIPPED TO THINK CRITICALLY AND CREATIVELY, WRITE CLEARLY, SPEAK PERSUASIVELY, AND MEET CHALLENGES IN A DIVERSE INTERCONNECTED WORLD. 0 0 105278799 54377996 78307619 INSTRUCTION & SCHOLARSHIP EXPENDITURES: FOUNDED IN 1815, ALLEGHENY COLLEGE RANKS AMONG THE OLDEST 1% OF COLLEGES AND UNIVERSITIES AND IS THE 32ND OLDEST COLLEGE IN THE UNITED STATES. PROVIDING A FOUR YEAR HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES GIVING STUDENTS MORE CHOICES, MORE OPPORTUNITIES, AND MORE CHALLENGES. ALLEGHENY IS ONE OF THE FEW LIBERAL ARTS COLLEGES IN THE COUNTRY THAT WILL ASK STUDENTS TO CHOOSE BOTH A MAJOR AND A MINOR (OUTSIDE THE DIVISION OF THEIR MAJOR) BY THE END OF THEIR SOPHOMORE YEAR. THE COLLEGE HAS BEEN RECOGNIZED BY THE COUNCIL OF UNDERGRADUATE RESEARCH WITH THEIR AWARD FOR UNDERGRADUATE RESEARCH ACCOMPLISHMENT.SEE CONTINUATION ON SCHEDULE O.THE COLLEGE PROVIDED $54 MILLION TO FINANCIALLY ASSIST STUDENTS ATTAIN THEIR DEGREE FROM GIFTS, GRANTS, ENDOWMENT INCOME AND COLLEGE RESOURCES.THE COLLEGE HAS 40 MAJOR BUILDINGS ON CAMPUS, A CENTRAL CAMPUS AREA OF 79 ACRES, A RECREATION AREA AROUND CAMPUS OF 203 ACRES, AND THE BOUSSON FOREST NATURE PRESERVE OF 283 ACRES. 13981127 21380685 AUXILIARY ENTERPRISES: THE COLLEGE'S AUXILIARIES EXIST PRIMARILY TO FURNISH GOODS AND SERVICES TO ENROLLED STUDENTS, FACULTY AND STAFF. THESE SERVICES PRIMARILY CONSIST OF ON-CAMPUS HOUSING SERVICES AND DINING SERVICES. 119259926 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 1 2368 0 1 1403 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA AK MS NH NJ VA WA AL AR CA CO CT DC FL GA KS KY LA ME MD MA MI MN MO NV NM NY NC ND OH OK OR RI SC TN TX UT WV WI X LINDA S WETSELL VP OF FINANCE AND CFO 8143324790 520 NORTH MAIN STREET MEADVILLE PA 16335 HILARY L LINK PRESIDENT 50.00 X X 353971 0 79624 MATTHEW STINSON VP FOR INSTITUTIONAL ADVANCEMENT 50.00 X 199137 0 68296 RONALD B COLE PHD PROVOST & DEAN OF COLLEGE 50.00 X 186500 0 37887 LINDA S WETSELL CFO/ VP OF FINANCE 50.00 X 182547 0 37202 APRIL THOMPSON VP OF STUDENT LIFE AND DEAN OF STUDENTS 50.00 X 173417 0 19311 ELLEN JOHNSON VP FOR ENROLLMENT (ENTERED 3/2021) 50.00 X 160112 0 11847 RICHARD A HOLMGREN VP FOR INFO. SVCS & ASSESSMENT 50.00 X 139915 0 36885 KRISTEN DUKES DEAN FOR INSTITUTIONAL DIVERSITY 50.00 X 121294 0 14904 IAN BINNINGTON DEAN FOR STUDENT SUCCESS 50.00 X 119560 0 24963 JENNIFER PADLAN DIRECTOR, HUMAN RESOURCES 50.00 X 118238 0 29820 KEVIN BAIRD TRUSTEE 2.00 X 0 0 0 WILLOW BROST TRUSTEE 2.00 X 0 0 0 MARK CAMPBELL TRUSTEE 2.00 X 0 0 0 CURT A CRAMER TRUSTEE 2.00 X 0 0 0 JENNIFER DAURORA TRUSTEE 2.00 X 0 0 0 GARY M ELLIOTT TRUSTEE 2.00 X 0 0 0 TERRENCE L HARTFORD TRUSTEE 2.00 X 0 0 0 JUDITH THOMAS HORGAN TRUSTEE 2.00 X 0 0 0 ALY KASSAM-REMTULLA TRUSTEE 2.00 X 0 0 0 DUSTY E KIRK TRUSTEE 2.00 X 0 0 0 JOHN KUTZ TRUSTEE 2.00 X 0 0 0 ROBERT A MARCHMAN TRUSTEE (EXITED 5/22) 2.00 X 0 0 0 BISHOP CYNTHIA MOORE-KOIKIO TRUSTEE 2.00 X 0 0 0 CHRISTINE NELSON TRUSTEE 2.00 X 0 0 0 JOHN H NILES JR MD TRUSTEE (EXITED 4/22) 2.00 X 0 0 0 AFUA OSEI TRUSTEE 2.00 X 0 0 0 THOMAS J SADVARY TRUSTEE 2.00 X 0 0 0 JULIE G SKATTUM TRUSTEE 2.00 X 0 0 0 ROBERT L SMITH JR TRUSTEE 2.00 X 0 0 0 SUE STEVEN TRUSTEE 2.00 X 0 0 0 HAYES C STOVER TRUSTEE 2.00 X 0 0 0 JOHN SUTPHEN TRUSTEE 2.00 X 0 0 0 EDDIE TAYLOR JR TRUSTEE 2.00 X 0 0 0 BRUCE THOMPSON TRUSTEE 2.00 X 0 0 0 KAREN UBELHART TRUSTEE 2.00 X 0 0 0 JAMES WIBLE TRUSTEE 2.00 X 0 0 0 SANDRA WYCOFF TRUSTEE 2.00 X 0 0 0 MICHAEL RICHARD YOUNG TRUSTEE 2.00 X 0 0 0 NANCY YOVETICH TRUSTEE 2.00 X 0 0 0 DOUGLAS F ZIEGLER TRUSTEE 2.00 X 0 0 0 MARY H FEELEY CHAIR 2.00 X X 0 0 0 STEVEN D LEVINSKY VICE CHAIR 2.00 X X 0 0 0 ANTONIO DIAS SECRETARY 2.00 X X 0 0 0 1754691 0 360739 32 0 1 0 PARKHURST DINING SERVICES P O BOX 644091 PITTSBURGH PA 152644091 FOOD SERVICE 6679592 ST MORITZ BUILDING SERVICES PO BOX 5018 GREENSBURG PA 156015118 CLEANING SERVICE 2385797 WIFIBER LLC 10951 MARTINGALE COURT POTOMAC MD 208541500 TELECOMMUNICATIONS 2063096 MASSARO 120 DELTA DRIVE PITTSBURGH PA 152382806 CONSTRUCTION 801257 EAB GLOBAL PO BOX 603519 CHARLOTTE NC 282603519 MAILING 791536 53 16330 3526390 13668299 705763 17211019 TUITION AND FEES 611710 78307619 78307619 AUXILIARY REVENUE 611710 21380685 21380685 99688304 1818961 545003 1273958 73518 59795 13723 13723 13723 77254078 45542 65636660 182898 11617418 -137356 11480062 11480062 32350 16330 32717 -367 -367 306514 268267 38247 38247 130249949 99688304 545003 12805623 75000 75000 53547055 53547055 755941 755941 1868634 265530 1603104 27563484 24421580 1184111 1957793 801556 725526 3394 72636 5588029 5178594 409435 2006142 1692491 172081 141570 6157524 6157524 1259762 1259762 214744 214744 3147334 3147334 2521357 2358335 163022 459696 459696 4162905 3527873 466238 168794 2009746 2001836 4881 3029 5777603 4461486 1315040 1077 3192115 2353378 335881 502856 2150568 2150568 5849204 5342078 507126 1097632 330602 767030 CONSULTING 3210996 1984765 1199317 26914 LIBRARY BOOKS 558632 558632 1432085 911436 505296 15353 135407744 119259926 12685339 3462479 6607500 4228432 20849467 21933698 1011498 700965 1024794 514317 3212067 2562783 841114 812958 268964946 155694628 113763129 113270318 180678715 134605547 119346317 135690500 9368367 7553894 456702968 421873412 15852799 14829117 94763 94763 53846278 52280837 8964 0 6708548 5258830 76511352 72463547 X 101631240 89888681 278560376 259521184 380191616 349409865 456702968 421873412 X -5157795 -25948037 324081 X X 0 1 X 1 1 1 X 12819022 21250116 18830018 10111431 17211019 80221606 12819022 21250116 18830018 10111431 17211019 80221606 3301048 76920558 2787714 3147375 3604263 2268022 1892479 13699853 13403 38913 52316 93973775 503224065 0.81850 0.79380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1837002 X X X X 0 287735598 4803909 -11330902 19576109 261632496 229054225 2184827 76441487 19944941 287735598 230378102 4138816 9550899 15013592 229054225 223988015 5323629 15362908 14296450 230378102 207561328 8264485 18988558 10826356 223988015 0.15360 0.44650 0.39990 0 0 15211879 15211879 187674052 113613821 74060231 351294 351294 0 22566036 22291312 274724 43161685 19438201 23723484 113270318 VENTURE CAPITAL/PRIVATE EQUITY 71318656 F PRIVATE REAL ESTATE 24428915 F HEDGE FUNDS 37978521 F EQUITY-METHOD INVESTMENT 1964408 F 135690500 STUDENTS DEPOSITS 2039150 TRUSTS HELD FOR OTHERS 22549 ADVANCES FOR STUDENT LOANS 3197131 5258830 X 47536441 -25948037 360779 -25587258 73123699 3147334 53978916 57126250 130249949 78318193 360779 360779 77957414 3147334 54302997 57450331 135407745 PART III, LINE 4: CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND LITERATURE ARE USED BY THE STUDENTS AND FACULTY FOR EDUCATIONAL PURPOSES. PART X, LINE 2: THE COLLEGE FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE COLLEGE'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED JUNE 30, 2019 THROUGH THE PRESENT. THE COLLEGE CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF FASB GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE COLLEGE'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 32,717. COST OF SALES 268,267. RENTAL EXPENSES 59,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 54,302,997. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -324,081. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 32,717. COST OF SALES 268,267. RENTAL EXPENSES 59,795. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 54,302,997. 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 COLLEGE PUBLISHES ITS NONDISCRIMINATION POLICY IN LOCAL AND REGIONAL NEWPAPERS. IN ADDITION, THE POLICY IS INCLUDED IN THE COLLEGE CATALOGS AND RECRUITING MATERIALS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES GRANTS UNDER VARIOUS STATE AND FEDERAL PROGRAMS. 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS; 2 STUDENT PARTICIPANTS 22120 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS; 1 STUDENTS PARTICIPATING 15685 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS; 3 STUDENT PARTICIPANTS 329714 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS; 1 STUDENT PARTICIPANT 75400 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS; 1 STUDENT PARTICIPANT 59730 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 17738377 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXPERIENTIAL LEARNING TRIPS 169240 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SCHOLARSHIP 467111 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES SCHOLARSHIP 58881 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES SCHOLARSHIP 44691 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES SCHOLARSHIP 97671 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES SCHOLARSHIP 42970 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES SCHOLARSHIP 44618 0 0 0 0 0 0 18877377 288831 19166208 SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 2 58881 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A SCHOLARSHIP SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 2 44691 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A SCHOLARSHIP EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 42970 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 21 467111 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A SCHOLARSHIP SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 4 97671 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A SCHOLARSHIP CENTRAL AMERICA AND THE CARIBBEAN 2 44617 DIRECT TRANSFER TO STUDENT`S ACCOUNT 0 N/A N/A 1 0 0 0 1 0 PART I, LINE 2: THE COLLEGE DOES NOT ISSUE GRANTS OUTSIDE THE U.S., BUT IT DOES INCUR EXPENSES FOR STUDENTS STUDYING ABROARD. STUDENTS PAY THEIR REGULAR ALLEGHENY COLLEGE TUITION, AND THE COLLEGE IN TURN PAYS THEIR TUITION TO THE FOREIGN INSTITUTION THAT THEY WILL BE ATTENDING. THOSE EXPENSES ARE TRACKED IN THE STUDY ABROAD OFFICE AND IN THE GENERAL LEDGER. THE COLLEGE FOLLOWS FEDERAL, STATE, AND INSTITUTIONAL GUIDELINES FOR DETERMINING ELIGIBILITY FOR SCHOLARSHIPS, PRIZES, AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY DISCLOSURES. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO THE STUDENT ACCOUNTS. OTHER GRANTS ARE MONITORED IN VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUBSTANTIATED EXPENSES, REQUIRING WRITTEN REPORTS AND/OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. PART III ACCOUNTING METHOD: ATHLETIC GOLF OUTING 48680 16330 32350 32717 48680 16330 32350 32717 32717 -367 1 CITY OF MEADVILLE 894 DIAMOND PARK MEADVILLE PA 16335 256000867 GOVERNMENT 0 75000 N/A N/A FINANCIAL SUPPORT 1 0 ALLEGHENY AID 592 2692700 N/A N/A ENDOWED AID 1118 6055687 N/A N/A FEDERAL GRANTS 248 376753 N/A N/A MERIT SCHOLARSHIPS 1105 42369193 N/A N/A PELL GRANTS 447 2052722 N/A N/A PART I, LINE 2: THE COLLEGE FOLLOWS FEDERAL, STATE AND INSTITUTIONAL GUIDELINES FOR DETERMINING ELIGBILITY FOR SCHOLARSHIPS, PRIZES AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY DISCLOSURES. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO THE STUDENTS ACCOUNTS. OTHER GRANTS ARE MONITORED IN VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUBSTANTIATED EXPENSES, REQUIRING WRITTEN REPORTS AND /OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. THE COLLEGE'S FINANCIAL AID OFFICE MAINTAINS ELIGIBILITY REQUIREMENTS AND MONITORS GRANTING OF AWARDS TO STUDENTS AND FOLLOWS U.S. FEDERAL AID REGULATIONS AND ALL STATES' REGULATIONS FOR GRANTS TO ITS STUDENTS. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 HILARY L LINK PRESIDENT 318697 0 33500 0 1774 0 21608 0 58016 0 433595 0 0 0 MATTHEW STINSON VP FOR INSTITUTIONAL ADVANCEMENT 198777 0 0 0 360 0 12600 0 55696 0 267433 0 0 0 RONALD B COLE PHD PROVOST & DEAN OF COLLEGE 185468 0 0 0 1032 0 12641 0 25246 0 224387 0 0 0 LINDA S WETSELL CFO/ VP OF FINANCE 180963 0 0 0 1584 0 11700 0 25502 0 219749 0 0 0 APRIL THOMPSON VP OF STUDENT LIFE AND DEAN OF STUDENTS 173057 0 0 0 360 0 10736 0 8575 0 192728 0 0 0 ELLEN JOHNSON VP FOR ENROLLMENT (ENTERED 3/2021) 143732 0 16200 0 180 0 10800 0 1047 0 171959 0 0 0 RICHARD A HOLMGREN VP FOR INFO. SVCS & ASSESSMENT 138613 0 0 0 1302 0 10011 0 26874 0 176800 0 0 0 PART I, LINE 1A TO FACILITATE THE PRESIDENT'S ABILITY TO ENTERTAIN AND UNDERTAKE BUSINESS ON BEHALF OF THE COLLEGE, THE COLLEGE PAYS ALL MEMBERSHIP FEES AND DUES WITH RESPECT TO THE PRESIDENT'S MEMBERSHIP IN VARIOUS CLUBS. THE PRESIDENT SUBSTANTIATES THE BUSINESS USE OF THE CLUBS IN ACCORDANCE WITH THE COLLEGE'S USUAL SUBSTANTIATION POLICIES. AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO RESIDE IN THE PRESIDENT'S HOME LOCATED ON THE CAMPUS OF THE COLLEGE, TO USE THE PRESIDENT'S HOME IN PERFORMANCE OF HER DUTIES. THE COLLEGE PROVIDES LIABILITY INSURANCE, MAINTENANCE AND REPAIRS, UTILITIES, HOUSEKEEPING, GROUNDS KEEPING AND LANDSCAPING FOR THE PRESIDENT'S HOME. PART I, LINE 7 THE PRESIDENT OF THE COLLEGE RECEIVED A BONUS IN THE AMOUNT OF $33,500 IN 2021. THE VICE PRESIDENT FOR ENROLLMENT, A KEY EMPLOYEE RECEIVED A BONUS IN THE AMOUNT OF $16,200 IN 2021. VP FOR INFO. SVCS & ASSESSMENT, A HIGHLY COMPENSATED EMPLOYEE RECEIVED A BONUS IN THE AMOUNT OF $550 IN 2021. PART II, NON-TAXABLE BENEFITS: NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J MAY INCLUDE LIFE INSURANCE, LONG-TERM DISABILITY, EMPLOYER-PROVIDED MEDICAL INSURANCE, SECTION 125 BENEFITS, HOUSING AND TUITION. TUITION ASSISTANCE PROGRAMS (UP TO 100%) ARE A STANDARD BENEFIT PROVIDED BY HIGHER EDUCATION EMPLOYERS TO ELIGIBLE EMPLOYEES AND THEIR FAMILY MEMBERS. SECTION 117(D) OF THE INTERNAL REVENUE CODE SPECIFICALLY PROVIDES THAT GROSS INCOME DOES NOT INCLUDE QUALIFIED TUITION BENEFITS. THE VALUE OF THE QUALIFIED TUITION REDUCTION INCLUDED IN NONTAXABLE BENEFITS DEPENDS UPON THE NUMBER OF ELIGIBLE FAMILY MEMBERS RECEIVING THE TUITION BENEFITS DURING THE REPORTING YEAR. A CRAWFORD CO INDUSTRIAL DEVELOPMENT AUTHORITY 237115736 2016-07-13 14410185 REFUND 2006 BONDS 0 0 0 B CRAWFORD CO INDUSTRIAL DEVELOPMENT AUTHORITY 237115736 2018-06-01 35862413 REFUND 09/10 BONDS/CAP PROJECT 0 0 0 A 14410185 273780 1027428 13108977 2016 1 0 1 1 B 35862413 415346 31026378 4420689 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 TRUSTEE FAMILY MEMBER 48900 SCHOLARSHIP OSWALD COMPANIES EDDIE TAYLOR, JR. - EMPLOYEE/OWNER, OSWALD COMPANIES 585216 INSURANCE BROKER 0 X 37 705763 FMV 0 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR THE YEAR ENDED JUNE 30, 2022. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES AUDIT COMMITTEE IS CHARGED BY THE FULL BOARD WITH THE RESPONSIBILTY OF REVIEWING THE FORM 990 WITH THE CHIEF FINANCIAL OFFICER/VP OF FINANCE AND ADMINISTRATION AND INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THIS REVIEW IS HELD PRIOR TO THE SUBMISSION OF THE FROM 990. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH COMPLETION OF AN ANNUAL DISCLOSURE STATEMENT, WHICH IS COMPLETED BY ALL TRUSTEES. IF A CONFLICT IS DETERMINED TO BE PRESENT, MANAGEMENT AND BOARD LEADERSHIP ADDRESS IT WITH THE APPROPRIATE INDIVIDUAL(S). ANY CONFLICTS OR POTENTIALLY CONFLICTING BUSINESS OR FAMILY RELATIONSHIPS WERE PROPERLY VETTED TO SEEK TERMS CONSISTENT WITH AN ARM'S LENGTH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT: THE BOARD OF TRUSTEES COMPENSATION COMMITTEE REVIEWS ANNUALLY THE PRESIDENT'S WORK ACCOMPLISHMENTS FOR THE PAST YEAR AND COMBINES THAT INFORMATION WITH A COMPARISON OF COMPENSATION OF PRESIDENTS OF SIMILAR COLLEGES TO SET THE PRESIDENT'S ANNUAL SALARY INCREASE. DOCUMENTATION IS KEPT ON FILE CONCERNING THESE DELIBERATIONS AND MEASUREMENTS. OTHER OFFICERS AND KEY EMPLOYEES: THE PRESIDENT REVIEWS AND RECOMMENDS CHANGES TO OTHER OFFICERS' SALARIES USING DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES. THE DOCUMENTATION FOR THE FINAL DECISION IS KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ON THE COLLEGE'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 324,081. FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: THE SCHOOL'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. THE COLLEGE HAS A COMMITTEE THAT ASSISTS THE BOARD IN FULFILLING THE BOARD'S RESPONSIBILITY FOR OVERSIGHT OF THE COLLEGE'S FINANCIAL REPORTING SYSTEM. THIS PROCESS HAS NOT MATERIALLY CHANGED FROM PRIOR YEAR. CHARITABLE TRUSTS (12) INVESTMENTS PA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0