QUEENS UNIVERSITY OF CHARLOTTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- QUEENS UNIVERSITY OF CHARLOTTE (EIN 56-0530003)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349306761
- Schema version
- 2021v4.2
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:48:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 FAYETTEVILLE STREET SUITE 300 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560530003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Queens University of Charlotte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY ALICE BOYD | InCareOfNm |
| Business Name Control | QUEE | BusinessNameControlTxt |
| Phone | 7043372561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Alice Boyd | PersonNm |
| Person Title | CFO/VP FOR ADMIN | PersonTitleTxt |
| Phone | 7043372375 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mary Alice | PersonFirstNm |
| Person Last | Boyd | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Feinsmith | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 9192781936 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Alice Boyd | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,517,703 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.queens.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENTS' LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1041 | TotalEmployeeCnt |
| Total Volunteers | 1122 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,712,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,085,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,527,086 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,522,935 | CYProgramServiceRevenueAmt |
| PY Investment Income | $859,825 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,318,867 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,287 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $81,135,661 | PYTotalRevenueAmt |
| CY Total Revenue | $92,927,014 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,076,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,837,011 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,298,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,807,951 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $24,305 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,496,225 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,176,365 | PYOtherExpensesAmt |
| CY Other Expenses | $34,041,331 | CYOtherExpensesAmt |
| PY Total Expenses | $85,585,196 | PYTotalExpensesAmt |
| CY Total Expenses | $98,710,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,449,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,783,584 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $172,081,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $200,025,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,645,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,210,076 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,435,590 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,815,742 | NetAssetsOrFundBalancesEOYAmt |
| Mission | QUEENS UNIVERSITY OF CHARLOTTE PROVIDES TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT NURTURE INTELLECTUAL CURIOSITY, PROMOTE GLOBAL UNDERSTANDING, ENCOURAGE ETHICAL LIVING AND PREPARE INDIVIDUALS FOR PURPOSEFUL AND FULFILLING LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $73,857,684 | ExpenseAmt |
| Grant | $28,837,011 | GrantAmt |
| Revenue | $72,522,935 | RevenueAmt |
| Desc | QUEENS UNIVERSITY OF CHARLOTTE IS A PRIVATE, CO-ED, PRESBYTERIAN AFFILIATED COMPREHENSIVE UNIVERSITY WITH A COMMITMENT TO BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES. LOCATED IN THE HEART OF HISTORIC CHARLOTTE, QUEENS SERVES APPROXIMATELY 1,529 UNDERGRADUATE AND 716 GRADUATE STUDENTS THROUGH ITS COLLEGE OF ARTS AND SCIENCES, MCCOLL SCHOOL OF BUSINESS, THE BLAIR COLLEGE OF HEALTH, THE PRESBYTERIAN SCHOOL OF NURSING, WAYLAND H. CATO, JR. SCHOOL OF EDUCATION, THE KNIGHT SCHOOL OF COMMUNICATION AND HAYWORTH SCHOOL OF GRADUATE AND CONTINUING STUDIES. | Desc |
| Total Program Service Expenses | $73,857,684 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 341 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1041 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ALICE BOYD | PersonNm |
| Phone | 7043372561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SELWYN AVENUE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Daniel Lugo | ||||||||
| President, Ex-Officio, B.O.T. | 60.0 | 0.0 | Yes (X) | Yes (X) | $490,551 | $0 | $109,989 | |
| Sarah Fatherly | ||||||||
| VP for Academic Affairs | 50.0 | 0.0 | Yes (X) | $255,777 | $0 | $16,982 | ||
| Rich Majerus | ||||||||
| VP, Planning and Strategy | 50.0 | 0.0 | Yes (X) | $240,000 | $0 | $23,476 | ||
| Pamela Davies | ||||||||
| Prof. of Mgt & President Emeri | 40.0 | 0.0 | $216,976 | $0 | $31,912 | Yes (X) | ||
| Mary Alice Boyd | ||||||||
| CFO/VP for Administration | 50.0 | 0.0 | Yes (X) | $230,389 | $0 | $16,156 | ||
| Maria Flores-Mills | ||||||||
| VP, Student Engagement & Dean | 50.0 | 0.0 | Yes (X) | $223,007 | $0 | $17,426 | ||
| Richard Mathieu | ||||||||
| Dean,McColl School of Business | 50.0 | 0.0 | $211,335 | $0 | $28,717 | Yes (X) | ||
| Oliver Carias | ||||||||
| Head Coach, Men's Soccer | 40.0 | 0.0 | $201,677 | $0 | $35,484 | Yes (X) | ||
| Jason Bart Lundy | ||||||||
| Head Coach, Men's Basketball | 40.0 | 0.0 | $173,340 | $0 | $14,710 | Yes (X) | ||
| Nancy McNelis | ||||||||
| Associate VP, Advancement | 40.0 | 0.0 | $176,637 | $0 | $8,127 | Yes (X) | ||
| James Bullock | ||||||||
| VP for Advancement (thru 4/21) | 50.0 | 0.0 | Yes (X) | $166,845 | $0 | $9,617 | ||
| Cherie Swarthout | ||||||||
| Director of Athletics | 50.0 | 0.0 | Yes (X) | $146,830 | $0 | $25,733 | ||
| Jennifer Johnson | ||||||||
| VP for Enrollment (thru 7/21) | 50.0 | 0.0 | Yes (X) | $136,676 | $0 | $21,548 | ||
| Jennifer Eriksen | ||||||||
| VP for Advancement (from 5/21) | 50.0 | 0.0 | Yes (X) | $137,032 | $0 | $6,247 | ||
| Adrienne Oddi | ||||||||
| VP Enrollment&Mktg (from 8/21) | 50.0 | 0.0 | Yes (X) | $102,848 | $0 | $7,962 | ||
| Ginger Marr | ||||||||
| Exec. Dir Pres Rel & Secretary | 40.0 | 0.0 | Yes (X) | $71,029 | $0 | $2,731 | ||
| Jeffrey J Brown | ||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jesse J Cureton | ||||||||
| Vice-Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christine M Hunt | ||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tanya Blackmon | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sally Gambrell Bridgford | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Butler Bryan | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Titi Cole | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Malcomb Coley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Audean Godehn | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Oscar Groomes | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| L Watts Hamrick III | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hooper Hardison | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Jones | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Les Lambert | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas J Lewis Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth W Martin | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan McConnell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Janet Preyer Nelson | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bailey W Patrick | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brandon D Perry | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Hunter Persson | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Reed | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael P Rizer | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Anne Boldrick Rogers | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert H Salvin | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brian D Savoy | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Caroline Sink | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maureen A Swick | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Haldenby Tyson | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Fernando R Ycaza | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,180,949 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $376,817 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Chartwells Higher Education Dining | |||||
| 3 International Drive | RYE BROOK | NY | 10573 | Food & Beverage SVCS | $3,632,286 |
| SSC SERVICES FOR EDUCATION | |||||
| 1225 East Weisgarber Road Suite 20 | KNOXVILLE | TN | 37909 | PROPERTY MANAGEMENT | $3,362,701 |
| Deltak Edu LLC | |||||
| 1415 West 22nd Street Suite 400 | OAK BROOK | IL | 60523 | ONLINE HIGHER ED PRG | $1,705,957 |
| Morris-Berg Architects Inc | |||||
| 1018 JAY ST SUITE 130 | CHARLOTTE | NC | 28208 | Architectural Srvcs | $480,549 |
| ACADEMY BUS | |||||
| 1251 West CRAIGHEAD ROAD | CHARLOTTE | NC | 28206 | TRANSPORTATION | $353,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,303,961 | GovernmentGrantsAmt |
| All Other Contributions | $14,781,251 | AllOtherContributionsAmt |
| Noncash Contributions | $2,024,837 | NoncashContributionsAmt |
| Total Contributions | $19,085,212 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611310 | $58,033,873 | $58,033,873 |
| AUXILIARY ENTERPRISES | 611310 | $12,208,488 | $12,208,488 |
| OTHER INCOME | 611310 | $2,280,574 | $2,280,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,522,935 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $644,442 | TotalRevenueColumnAmt |
| Exclusion | $644,442 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,265,114 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,590,689 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $674,425 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $674,425 | TotalRevenueColumnAmt |
| Exclusion | $674,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,927,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,522,935 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,318,867 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,837,011 | TotalAmt |
| Program Services | $28,837,011 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,855,011 | TotalAmt |
| Program Services | $258,694 | ProgramServicesAmt |
| Management And General | $2,057,631 | ManagementAndGeneralAmt |
| Fundraising | $538,686 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,589,119 | TotalAmt |
| Program Services | $21,525,747 | ProgramServicesAmt |
| Management And General | $3,726,469 | ManagementAndGeneralAmt |
| Fundraising | $1,336,903 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,609 | TotalAmt |
| Program Services | $485,577 | ProgramServicesAmt |
| Management And General | $71,483 | ManagementAndGeneralAmt |
| Fundraising | $30,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,860,982 | TotalAmt |
| Program Services | $2,432,713 | ProgramServicesAmt |
| Management And General | $1,319,005 | ManagementAndGeneralAmt |
| Fundraising | $109,264 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,230 | TotalAmt |
| Program Services | $1,541,784 | ProgramServicesAmt |
| Management And General | $186,793 | ManagementAndGeneralAmt |
| Fundraising | $186,653 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,538 | TotalAmt |
| Management And General | $6,538 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,780 | TotalAmt |
| Management And General | $151,780 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,305 | TotalAmt |
| Fundraising | $24,305 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,442 | TotalAmt |
| Management And General | $644,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,962 | TotalAmt |
| Program Services | $135,937 | ProgramServicesAmt |
| Management And General | $81,025 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,110 | TotalAmt |
| Management And General | $720,794 | ManagementAndGeneralAmt |
| Fundraising | $4,316 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,477 | TotalAmt |
| Program Services | $2,325,120 | ProgramServicesAmt |
| Management And General | $492,702 | ManagementAndGeneralAmt |
| Fundraising | $116,655 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,745 | TotalAmt |
| Program Services | $24,671 | ProgramServicesAmt |
| Management And General | $1,538,212 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,816,369 | TotalAmt |
| Management And General | $5,816,369 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,402,137 | TotalAmt |
| Program Services | $1,318,669 | ProgramServicesAmt |
| Management And General | $74,840 | ManagementAndGeneralAmt |
| Fundraising | $8,628 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,211 | TotalAmt |
| Program Services | $339,965 | ProgramServicesAmt |
| Management And General | $500,990 | ManagementAndGeneralAmt |
| Fundraising | $139,256 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,500 | TotalAmt |
| Program Services | $2,437,500 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,955,295 | TotalAmt |
| Program Services | $6,955,295 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,719 | TotalAmt |
| Management And General | $394,719 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SRVCS PURCHASED & MAINTENANCE | $4,047,978 | $1,827,931 | $2,220,047 |
| DINING SERVICES | $3,085,439 | $3,085,439 | |
| MEMBERSHIPS & SUBSCRIPTIONS | $422,739 | $303,422 | $119,317 |
| BAD DEBT EXPENSE | $95,174 | $95,174 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,716 | TotalAmt |
| Program Services | $22,209 | ProgramServicesAmt |
| Management And General | $2,138,359 | ManagementAndGeneralAmt |
| Fundraising | $148 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,710,598 | TotalAmt |
| Program Services | $73,857,684 | ProgramServicesAmt |
| Management And General | $22,356,689 | ManagementAndGeneralAmt |
| Fundraising | $2,496,225 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,710,530 | BOYAmt |
| EOY | $14,212,988 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $23,221,249 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,946,332 | BOYAmt |
| EOY | $6,171,856 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,006 | BOYAmt |
| EOY | $3,277,245 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605,934 | BOYAmt |
| EOY | $3,257,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $221,208,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,187,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,547,151 | BOYAmt |
| EOY | $144,021,583 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,705 | BOYAmt |
| EOY | $176,697 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,418,931 | BOYAmt |
| EOY | $5,624,190 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,948 | BOYAmt |
| EOY | $62,948 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,081,537 | BOYAmt |
| EOY | $200,025,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,124,357 | BOYAmt |
| EOY | $8,183,171 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,040 | BOYAmt |
| EOY | $165,699 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,110,854 | BOYAmt |
| EOY | $94,027,484 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,789,343 | BOYAmt |
| EOY | $4,266,511 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,455,353 | BOYAmt |
| EOY | $15,567,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,645,947 | BOYAmt |
| EOY | $122,210,076 | 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 | $52,692,760 | BOYAmt |
| EOY | $58,716,934 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,742,830 | BOYAmt |
| EOY | $19,098,808 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,435,590 | BOYAmt |
| EOY | $77,815,742 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,081,537 | BOYAmt |
| EOY | $200,025,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,783,584 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,891,314 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $38,055,050 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $31,161,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,820,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,108,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,712,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,085,212 | CurrentTaxYearAmt |
| Total | $97,887,578 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,161,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,820,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,108,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,712,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,085,212 | CurrentTaxYearAmt |
| Total | $97,887,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,992,032 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,895,546 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,732,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,458,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $644,442 | CurrentTaxYearAmt |
| Total | $6,376,851 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $75,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $104,339,552 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $354,234,636 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85198 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85427 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,863,486 | BeginningYearBalanceAmt |
| Contributions | $1,592,210 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,137,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,375,569 | OtherExpendituresAmt |
| End Year Balance | $149,942,318 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,351,032 | BeginningYearBalanceAmt |
| Contributions | $1,157,789 | ContributionsAmt |
| Investment Earnings Or Losses | $46,021,098 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,666,433 | OtherExpendituresAmt |
| End Year Balance | $180,863,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,055,598 | BeginningYearBalanceAmt |
| Contributions | $3,546,747 | ContributionsAmt |
| Investment Earnings Or Losses | -$346,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$10,095,330 | OtherExpendituresAmt |
| End Year Balance | $136,351,032 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,789,206 | BeginningYearBalanceAmt |
| Contributions | $2,575,143 | ContributionsAmt |
| Investment Earnings Or Losses | $4,007,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,316,719 | OtherExpendituresAmt |
| End Year Balance | $123,055,598 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,418,221 | BeginningYearBalanceAmt |
| Contributions | $908,771 | ContributionsAmt |
| Investment Earnings Or Losses | $9,075,667 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$9,386,547 | OtherExpendituresAmt |
| End Year Balance | $122,789,206 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,000 | OtherCostOrOtherBasisAmt |
| Book Value | $260,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,920,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,414,087 | DepreciationAmt |
| Book Value | $113,505,995 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,224,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,163,978 | DepreciationAmt |
| Book Value | $3,060,562 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,804,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,608,998 | DepreciationAmt |
| Book Value | $27,195,026 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $144,021,583 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS & DEFERRED REVENUE | $9,439,265 |
| LINES OF CREDIT | $5,679,445 |
| CAPITAL LEASE OBLIGATIONS | $358,508 |
| OPERATING LEASE OBLIGATIONS | $89,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,567,211 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V: THE INTENDED USES OF THE UNIVERSITY'S ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, PROFESSORSHIPS, FACULTY DEVELOPMENT, BUILDING & GROUNDS, LIBRARY, ACADEMIC AND OTHER. THE UNIVERSITY FILES A CONSOLIDATED AUDITED FINANCIAL STATEMENT WHICH INCLUDES THE ACTIVITY OF THE QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT. THE ENDOWMENT IS A 501(C)(3) TYPE I SUPPORTING FOUNDATION OF THE UNIVERSITY AND A SEPARATE LEGAL ENTITY WITH ITS OWN TAX EXEMPT STATUS. FOR TAX PURPOSES, THE ENDOWMENT MUST FILE A SEPARATE FORM 990. THEREFORE THE FINANCIAL AMOUNTS REPORTED ON THE UNIVERSITY'S FORM 990 PARTS X AND XI DIFFER FROM THE AUDITED FINANCIAL STATEMENTS BECAUSE THE ENDOWMENT'S FINANCIAL ACTIVITY MUST BE EXCLUDED FROM THE UNIVERSITY'S FORM 990 AND IS REPORTED ON THE ENDOWMENT'S FORM 990. |
| FIN 48 (ASC) FOOTNOTE | SCHEDULE D, PART X, LINE 2 THE UNIVERSITY ANALYZED ITS TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2022 AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. THE UNIVERSITY RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS AS INCOME TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. DURING THE YEAR, THE UNIVERSITY DID NOT ACCRUE ANY INTEREST OR PENALTIES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3: QUEENS UNIVERSITY OF CHARLOTTE PUBLISHED THE FOLLOWING STATEMENT IN ITS ADMISSION MATERIALS, APPLICATION, AND ITS WEBSITE: "ADMISSIONS IS GRANTED TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, COLOR, GENDER, SEXUAL ORIENTATION, SEXUAL IDENTITY, RELIGION, AGE, NATIONAL ORIGIN, DISABILITY, POLITICAL BELIEFS, VETERAN STATUS, GENETIC INFORMATION OR ANY CHARACTERISTICS PROTECTED BY LAW." |
| FINANCIAL AID/ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, LINE 6A: THE UNIVERSITY PARTICIPATES IN A VARIETY OF FEDERAL FINANCIAL AID PROGRAMS INCLUDING THE PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (SEOG) PROGRAM, FEDERAL WORK STUDY PROGRAM AND FEDERAL DIRECT AND THE PERKINS LOAN PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC PROGRAMMING AND SCIENTIFIC RESEARCH. THE UNIVERSITY RECEIVES ASSISTANCE FROM THE STATE OF NORTH CAROLINA INCLUDING THE NORTH CAROLINA NEED BASED SCHOLARSHIP AND THE NORTH CAROLINA FORGIVABLE EDUCATION LOAN PROGRAM. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GiveCampus | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 G STREET SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Online Giving | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $24,305 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $24,305 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 1555 | $28,837,011 |
| WORK STUDY PROGRAMS | 122 | $100,531 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANTS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS AND FELLOWSHIPS ARE AWARDED BY QUEENS UNIVERSITY OF CHARLOTTE TO STUDENTS BASED ON THEIR ACADEMIC ACHIEVEMENT, TALENT IN THE FINE ARTS, AND PARTICIPATION IN INTERCOLLEGIATE ATHLETICS. THE AWARDS ARE BASED ON THEIR PERFORMANCE LEVELS. STUDENTS ARE ALSO AWARDED NEED-BASED SCHOLARSHIPS AND GRANTS BASED ON THEIR NEED AS ESTABLISHED BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND, IF APPLICABLE, BY SPECIFIC CRITERIA AND GUIDELINES FOR OTHER INSTITUTIONAL, FEDERAL AND STATE PROGRAMS. | 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 | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel Lugo | ||||||||||||||
| President, Ex-Officio, B.O.T. | $352,254 | $0 | $59,250 | $0 | $79,047 | $0 | $7,250 | $0 | $102,739 | $0 | $600,540 | $0 | $0 | $0 |
| Sarah Fatherly | ||||||||||||||
| VP for Academic Affairs | $187,189 | $0 | $30,952 | $0 | $37,636 | $0 | $4,772 | $0 | $12,210 | $0 | $272,759 | $0 | $0 | $0 |
| Rich Majerus | ||||||||||||||
| VP, Planning and Strategy | $177,107 | $0 | $28,500 | $0 | $34,393 | $0 | $4,644 | $0 | $18,832 | $0 | $263,476 | $0 | $0 | $0 |
| Pamela Davies | ||||||||||||||
| Prof. of Mgt & President Emeri | $213,661 | $0 | $0 | $0 | $3,315 | $0 | $5,703 | $0 | $26,209 | $0 | $248,888 | $0 | $0 | $0 |
| Mary Alice Boyd | ||||||||||||||
| CFO/VP for Administration | $196,063 | $0 | $28,125 | $0 | $6,201 | $0 | $5,000 | $0 | $11,156 | $0 | $246,545 | $0 | $0 | $0 |
| Maria Flores-Mills | ||||||||||||||
| VP, Student Engagement & Dean | $153,715 | $0 | $25,050 | $0 | $44,242 | $0 | $3,966 | $0 | $13,460 | $0 | $240,433 | $0 | $0 | $0 |
| Richard Mathieu | ||||||||||||||
| Dean,McColl School of Business | $198,628 | $0 | $0 | $0 | $12,707 | $0 | $5,258 | $0 | $23,459 | $0 | $240,052 | $0 | $0 | $0 |
| Oliver Carias | ||||||||||||||
| Head Coach, Men's Soccer | $28,661 | $0 | $0 | $0 | $173,016 | $0 | $1,045 | $0 | $34,439 | $0 | $237,161 | $0 | $0 | $0 |
| Jason Bart Lundy | ||||||||||||||
| Head Coach, Men's Basketball | $157,815 | $0 | $0 | $0 | $15,525 | $0 | $4,000 | $0 | $10,710 | $0 | $188,050 | $0 | $0 | $0 |
| Nancy McNelis | ||||||||||||||
| Associate VP, Advancement | $174,520 | $0 | $0 | $0 | $2,117 | $0 | $4,437 | $0 | $3,690 | $0 | $184,764 | $0 | $0 | $0 |
| James Bullock | ||||||||||||||
| VP for Advancement (thru 4/21) | $142,828 | $0 | $0 | $0 | $24,017 | $0 | $3,601 | $0 | $6,016 | $0 | $176,462 | $0 | $0 | $0 |
| Cherie Swarthout | ||||||||||||||
| Director of Athletics | $119,422 | $0 | $20,250 | $0 | $7,158 | $0 | $3,291 | $0 | $22,442 | $0 | $172,563 | $0 | $0 | $0 |
| Jennifer Johnson | ||||||||||||||
| VP for Enrollment (thru 7/21) | $76,389 | $0 | $0 | $0 | $60,287 | $0 | $2,082 | $0 | $19,466 | $0 | $158,224 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RESIDENCE FOR PERSONAL USE AND SOCIAL CLUB DUES | SCHEDULE J, PART I, LINE 1A: QUEENS OWNS AND PROVIDES A RESIDENCE FOR THE PRESIDENT WHICH IS LOCATED ON THE CAMPUS. THIS RESIDENCE IS USED FREQUENTLY FOR BUSINESS PURPOSES SUCH AS MEETINGS, RECEPTIONS, AND ENTERTAINING DONORS. THE BUSINESS VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. QUEENS ALSO PROVIDES THE PRESIDENT WITH A MEMBERSHIP TO A COUNTRY CLUB (MYERS PARK COUNTRY CLUB). THIS MEMBERSHIP IS USED PRIMARILY FOR BUSINESS PURPOSES SUCH AS MEETINGS, RECEPTIONS AND ENTERTAINING DONORS. THE BUSINESS VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. |
| DETERMINING COMPENSATION | SCHEDULE J, PART I, LINE 3: THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THIS COMMITTEE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARKS OBTAINED BY THE MEMBERS OF THE COMMITTEE AS INFORMATION IN THE COMPENSATION DETERMINATION PROCESS. THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES AND FILES OF THE COMPENSATION COMMITTEE. |
| COMPENSATION CONTINGENT UPON THE REVENUES OF THE ORGANIZATION | SCHEDULE J, PART I, LINE 5A: THE COMPENSATION COMMITTEE IMPLEMENTED A COMPENSATION PHILOSOPHY FOR THE OFFICERS OF THE ORGANIZATION THROUGH THE APPLICATION OF THE FOLLOWING CONSIDERATIONS: * BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN OFFICER IS THE 50TH PERCENTILE OF THE TARGET MARKET FOR EACH POSITION. BASE SALARY FOR AN INDIVIDUAL OFFICER RELATIVE TO THE TARGET MARKET PAY WILL BE SET BY THE PRESIDENT BASED ON THE INDIVIDUAL'S UNIQUE BACKGROUND, EXPERIENCES, PERSONAL SKILLS AND ABILITIES (INCLUDING CREATIVITY, GROWTH-ORIENTATION AND DISCIPLINE) AS WELL AS BASED ON THE BUSINESS CHALLENGES FACING THE ORGANIZATION WHICH REQUIRE THE USE OF SUCH ATTRIBUTES OR SKILLS. * ANNUAL INCENTIVE COMPENSATION, IF ANY, WILL BE DELIVERED ACCORDING TO A GUIDELINE THAT APPROXIMATES THE MARKET 75TH PERCENTILE TOTAL CASH COMPENSATION FOR COMMENSURATE PERFORMANCE. THE COMMITTEE HAS THE DISCRETION TO DELIVER ANNUAL INCENTIVES ABOVE OR BELOW THE 75TH PERCENTILE BASED ON INDIVIDUAL CIRCUMSTANCES AND PERFORMANCE CONDITIONS. THE AIM OF ANNUAL INCENTIVES IS TO DRIVE AND REWARD CONSISTENT IMPROVEMENT IN PERFORMANCE. GOALS TO ACHIEVE AN INCENTIVE PAYOUT INCLUDE, BUT ARE NOT LIMITED TO, TARGETS AT DIFFERENT LEVELS FOR TOTAL REVENUES OF THE ORGANIZATION. |
| DEFERRED COMPENSATION | SCHEDULE J, PART II, COLUMN (C): AMOUNTS REPORTED AS DEFERRED COMPENSATION ARE EMPLOYER CONTRIBUTIONS TO THE DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN, WHICH IS APPLICABLE TO ALL PARTICIPATING EMPLOYEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| CUSIP | 74443DHJ3 | CUSIPNum |
| Bond Issued | 2022-05-04 | BondIssuedDt |
| Issue Price | $83,016,763 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $83,016,763 | TotalProceedsAmt |
| In Reserve Fund | $21,011,991 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $801,836 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $61,202,936 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | PART I, ROW A, COLUMN F: TO RETIRE THE 2013 AND 2018 SERIES BONDS, AND RELATED SWAP AGREEMENTS, AND TO PROVIDE NEW FUNDS TO FINANCE CERTAIN CAPITAL PROJECTS. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,019,537 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,005,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINE 32A | THE UNIVERSITY USES THE SERVICES OF REAL ESTATE AGENTS AND ATTORNEYS TO PROCESS THE SALE OF DONATED REAL PROPERTY. |
| SCHEDULE M, PART I, LINE 33 | THE UNIVERSITY DOES NOT SEEK AN APPRAISAL, NOR DOES THE UNIVERSITY RECORD AS REVENUE, ANY NONCASH ITEM DONATED UNLESS THE DONOR PROVIDES AN INDEPENDENT THIRD-PARTY APPRAISAL AS PART OF FORM 8283. THE STOCK GIFTED TO QUEENS IS SOLD IMMEDIATELY UPON THE TRANSFER, WHICH IS HOW A CASH VALUE IS DETERMINED FOR THE STOCK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, QUESTION 11B: PRIOR TO FILING THE FORM 990, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION-RELATED SECTIONS OF THE DRAFT FORM 990, AND ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED WITH ACCESS TO THE DRAFT FORM 990 VIA A SECURE WEBSITE. |
| MONITORING CONFLICTS OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C: AT LEAST ANNUALLY, ALL EMPLOYEES ARE REMINDED OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY AND ALL NEW EMPLOYEES ARE EDUCATED ABOUT THE POLICY DURING THE HIRING PROCESS. SUPERVISORS LOOK FOR POTENTIAL CONFLICTS OF INTEREST FOR EMPLOYEES UNDER THEIR SUPERVISION AND DISCLOSE SUCH POTENTIAL CONFLICTS AS NECESSARY. |
| DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINES 15A AND B: THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTING FIRM AS WELL AS INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARKS OBTAINED BY THE MEMBERS OF THE COMMITTEE AS INFORMATION IN THE COMPENSATION DETERMINATION PROCESS. THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES AND FILES OF THE COMPENSATION COMMITTEE. THE PRESIDENT DETERMINES THE COMPENSATION FOR THE OTHER OFFICERS OF THE UNIVERSITY. HE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARK DATA IN THE COMPENSATION DETERMINATION PROCESS. |
| DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, QUESTION 19: NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC; HOWEVER, ANY OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9: CHANGE IN ACTIVITY REPORTED ON THE QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT FORM 990 $31,549,611 CHANGE IN FAIR VALUE OF FINANCIAL INSTRUMENTS $ 6,505,439 TOTAL $38,055,050 THE UNIVERSITY FILES A CONSOLIDATED AUDITED FINANCIAL STATEMENT WHICH INCLUDES THE ACTIVITY OF THE QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT. THE ENDOWMENT IS A 501(C)(3) TYPE I SUPPORTING FOUNDATION OF THE UNIVERSITY AND A SEPARATE LEGAL ENTITY WITH ITS OWN TAX-EXEMPT STATUS. FOR TAX PURPOSES, THE ENDOWMENT MUST FILE A SEPARATE FORM 990. THEREFORE, THE FINANCIAL AMOUNTS REPORTED ON THE UNIVERSITY'S FORM 990 PARTS X AND XI DIFFER FROM THE AUDITED FINANCIAL STATEMENTS BECAUSE THE ENDOWMENT'S FINANCIAL ACTIVITY MUST BE EXCLUDED FROM THE UNIVERSITY'S FORM 990 AND IS REPORTED ON THE ENDOWMENT'S FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472298734 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEENS UNIV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT | ||
| B | $1,592,210 | ACTUAL |
| QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT | ||
| C | $12,422,001 | ACTUAL |
| QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT | ||
| Q | $81,992 | ACTUAL |
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