2025-05-14T13:39:26-05:00 2024-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-07-01 540525605 SHENANDOAH UNIVERSITY SHEN 5406654500 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 TRACY FITZSIMMONS PRESIDENT 5406654500 2025-05-13 1 1 CHRIS FRYE CPA P01068721 5406623417 2025-05-13 2023 2025-03-06 01:10:19Z TRACY FITZSIMMONS 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 186143591 0 X WWW.SU.EDU X 1875 VA SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. A SHENANDOAH UNIVERSITY EDUCATION INCORPORATES SCHOLARSHIP, EXPERIENTIAL LEARNING AND SOPHISTICATED TECHNOLOGIES AS WELL AS PRACTICAL WISDOM. THE UNIVERSITY PROVIDES STUDENTS WITH THE ACADEMIC CONTENT AND ANALYTICAL SKILLS THEY WILL NEED TO LAUNCH SUCCESSFUL CAREERS, AND HARNESS TECHNOLOGIES THAT WILL ENABLE THEM TO CREATE NEW IDEAS, PRODUCTS AND SERVICES THAT IMPACT A GLOBAL SOCIETY. 36 30 2877 300 122769 4017 14413112 34770872 131050418 133884782 3700117 2312386 0 0 149163647 170968040 31135866 32127987 0 0 67113156 70167660 0 0 2007850 45974313 45813134 144223335 148108781 4940312 22859259 298681973 334741039 109042737 114198136 189639236 220542903 X SHENANDOAH UNIVERSITY EDUCATES AND INSPIRES INDIVIDUALS TO BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, AND ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED TO MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION AND THE WORLD. 0 0 92841564 32127987 116600626 DURING THE FISCAL YEAR 2023-2024, SHENANDOAH UNIVERSITY SAW ENROLLMENT REMAIN STEADY, WITH 4,353 STUDENTS ENROLLED IN FALL 2023. SHENANDOAH CONTINUED TO EXPAND ITS LIST OF OVER 200 ACADEMIC OFFERINGS AT THE UNDERGRADUATE AND GRADUATE LEVELS, ADDING BACHELOR'S DEGREES IN ENGINEERING WITH FOUR CONCENTRATIONS, BIOCHEMISTRY, AND AN AVIATION STUDIES CONCENTRATION TO ITS BBA PROGRAM; A DOCTOR OF MEDICAL SCIENCE (DMS) DEGREE; AND A MASTER OF VOICE PEDADOGY PROGRAM.THREE YEAR UNDERGRADUATE PROGRAMS WERE ALSO ADDED IN MUSIC (BACHELOR OF ARTS) AND JAZZ AND COMMERCIAL MUSIC (BACHELOR OF MUSIC). 16217852 1245730 STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRAR, STUDENT AFFAIRS, STUDENT ORGANIZATIONS, AND ATHLETIC PROGRAMS. DURING FISCAL YEAR 2023-2024, SHENANDOAH UNIVERSITY HAD OVER 70 RECOGNIZED STUDENT CLUBS AND ORGANIZATIONS. SHENANDOAH UNIVERSITY SPONSORED 22 INTERCOLLEGIATE TEAMS (11 FOR WOMEN AND 11 FOR MEN) WITH A TOTAL STUDENT-ATHLETE INVOLVEMENT OF MORE THAN 500. INTERCOLLEGIATE ATHLETICS ARE AN INTEGRAL ASPECT OF STUDENT LIFE ON THE SHENANDOAH UNIVERSITY CAMPUS, WITH THE MAJORITY OF STUDENTS INVOLVED EITHER AS PARTICIPANTS OR SPECTATORS. SEVERAL SU SPORTS TEAMS EARNED NATIONAL RANKINGS AND CONTENDED FOR OLD DOMINION ATHLETIC CONFERENCE TITLES IN THEIR RESPECTIVE SPORTS, AND STUDENT-ATHLETES EXCELLED AT THE CONFERENCE, REGIONAL AND NATIONAL LEVELS.SHENANDOAH'S HEALTH PROFESSIONS BUILDING, LOCATED OFF MAIN CAMPUS AT THE WINCHESTER MEDICAL CENTER CAMPUS, SERVES AS THE HOME OF THE SCHOOL OF PHARMACY, AND SU'S NATIONALLY RANKED PHYSICIAN ASSISTANT STUDIES PROGRAM AS WELL AS THE OCCUPATIONAL THERAPY AND PHYSICAL THERAPY PROGRAMS IN THE SCHOOL OF HEALTH PROFESSIONS. SU'S LOUDOUN LOCATION SERVES STUDENTS IN THE MBA, EDUCATION AND LEADERSHIP, NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND PHYSICIAN ASSISTANT STUDIES PROGRAMS. 11026507 13947102 AUXILIARY SERVICES INCLUDES THE UNIVERSITY'S RESIDENCE HALLS, BOOKSTORE, AND CHILD CARE FACILITIES. DURING FISCAL YEAR 2023-2024, SHENANDOAH SET A NEW ALL-TIME HIGH WITH OVER 1,200 STUDENTS RESIDING IN ITS 11 RESIDENCE HALLS. 10003486 1968555 SHENANDOAH UNIVERSITY'S OTHER PROGRAM SERVICES NOT DETAILED IN PART III INCLUDE THE MAINTENANCE OF SHENANDOAH UNIVERSITY'S CAMPUSES. 10003486 1968555 130089409 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 1 5519 0 1 2877 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 30 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TRACY FITZSIMMONS PRESIDENT 5406654505 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 JAMES U IMOH CHAIR 0.00 X X 0 0 0 W MICHAEL PERRY VICE CHAIR 0.00 X X 0 0 0 LAUREN PETERSON SECRETARY 0.00 X X 0 0 0 HARRY S SMITH TREASURER 0.00 X X 0 0 0 WALTER H AIKENS TRUSTEE 0.00 X 0 0 0 DAVID B BAXA TRUSTEE 0.00 X 0 0 0 DR J GREGORY BENNETT TRUSTEE 0.00 X 0 0 0 SUSAN CARROLL TRUSTEE 0.00 X 0 0 0 TERESA A CLUSS TRUSTEE 0.00 X 0 0 0 DR KYLE FELDMAN TRUSTEE 0.00 X 0 0 0 STEVEN FREDERICKSON TRUSTEE 0.00 X 0 0 0 ROBERT J FROGALE PAST CHAIR 0.00 X X 0 0 0 MARY BRUCE H GLAIZE TRUSTEE 0.00 X 0 0 0 THE REV DR VICTOR GOMEZ TRUSTEE 0.00 X 0 0 0 FRED P HELM TRUSTEE 0.00 X 0 0 0 JESSIE HOOKER-BAILEY TRUSTEE 0.00 X 0 0 0 BRUCE E HUNTER TRUSTEE 0.00 X 0 0 0 DIANE S KEARNS TRUSTEE 0.00 X 0 0 0 PAUL BATTISTA TRUSTEE 0.00 X 0 0 0 MARJORIE S LEWIS TRUSTEE 0.00 X 0 0 0 KEITH A MAY TRUSTEE 0.00 X 0 0 0 SCOTT F MILLER TRUSTEE 0.00 X 0 0 0 J RANDALL MINCHEW TRUSTEE 0.00 X 0 0 0 DR M YAQUB MIRZA TRUSTEE 0.00 X 0 0 0 MARK J OHRSTROM TRUSTEE 0.00 X 0 0 0 SPENCER MCANDREWS TRUSTEE 0.00 X 0 0 0 BIPIN B PATEL TRUSTEE 0.00 X 0 0 0 CECIL PRUITT JR TRUSTEE 0.00 X 0 0 0 MARY FARLAND SHOCKEY TRUSTEE 0.00 X 0 0 0 JOHN D STOKELY JR TRUSTEE 0.00 X 0 0 0 JAMES A STUTZMAN JR TRUSTEE 0.00 X 0 0 0 CHARLES A VEATCH TRUSTEE 0.00 X 0 0 0 HEATHER H WILSON TRUSTEE 0.00 X 0 0 0 GERALD F SMITH JR TRUSTEE 0.00 X 0 0 0 JAMES R WILKINS III TRUSTEE 0.00 X 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 40.00 X 408597 0 51520 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 40.00 X 221771 0 32510 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 40.00 X 201942 0 27224 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 40.00 X 166882 0 30852 SCOTT SPRIGGS VP FOR RECRUITMENT AND CHIEF CREATIVE OFFICER 40.00 X 150280 0 29652 COURTNEY JARRETT VP FOR FINANCE AND CFO 40.00 X 171916 0 38311 KAREN ABRAHAM PROVOST 40.00 X 169714 0 13373 MICHAEL STEPNIAK EXECUTIVE DEAN-CREATIVITY 40.00 X 166105 0 21239 ASTRID SHEIL DEAN-SCHOOL OF BUSINESS 40.00 X 192571 0 22173 ROBERT KIDD DEAN OF PHARMACY 40.00 X 217762 0 37296 CATHY SHANHOLTZ DIRECTOR, OCCUPATIONAL THERAPY 40.00 X 151609 0 36155 ARTHUR HARRALSON ASSOC DEAN OF RESEARCH-PHARMACY 40.00 X 182720 0 40326 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 40.00 X 167138 0 28747 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 40.00 X 162847 0 28954 ZARA RISOLDI ASSOC PROFESSOR, PHARMACY PRACTICE 40.00 X 155926 0 28689 MICHELLE GAMBER ASSOC PROFESSOR, GRADUATE PUBLIC HEALTH 40.00 X 161608 0 17921 CAMERON MCCOY FORMER PROVOST 40.00 X 203605 0 12966 3252993 0 497908 110 1 1 0 SODEXO CAMPUS SERVICES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 4616713 HOWARD SHOCKEY & SONS INC PO BOX 2530 WINCHESTER VA 22604 CONSTRUCTION 2614943 ELLUCIAN COMPANY LP 62578 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE 594574 RIDDLEBERGER BROTHERS INC PO BOX 27 MOUNT CRAWFORD VA 22841 CONSTRUCTION 569845 EARL SWENSSON ASSOCIATES PO BOX 5341 CAROL STREAM CAROL STREAM IL 60197 ARCHITECT 521952 30 4482506 30288366 309918 34770872 TUITION AND FEES 611310 116600626 116600626 AUXILIARY SERVICES 611310 14069871 13947102 122769 UNIVERSITY CAMPUSES 611310 1968555 1968555 TICKET SALES 611310 1109730 1109730 STUDENT SERVICE COMMISSIONS 611310 136000 136000 133884782 2684658 2684658 14564520 238759 14321841 853710 242679 -614951 -372272 -372272 170968040 133762013 122769 2312386 32127987 32127987 2694652 1495853 782859 415940 54835259 47298832 6440714 1095713 2856231 2245900 558294 52037 5938374 5058488 732178 147708 3843144 3252889 490462 99793 107235 107235 73007 73007 4881 4881 322242 131544 190698 2389312 2064825 305513 18974 8510808 7776390 732780 1638 3372247 3233185 126686 12376 2894034 2800020 94014 9467571 8611963 855608 1482454 548199 934255 MEALS/ROOM CHARGE 5130577 4983144 133769 13664 CONTRACT SERVICES 4183163 3755049 418819 9295 SOFTWARE AND TECHNOLOGY 3004027 1871979 1132048 DUPLICATING, PRINTING, 1552584 1427882 102009 22693 3318992 1405280 1795693 118019 148108781 130089409 16011522 2007850 3450 5150 13107174 30223878 5158554 5854057 2437192 2491609 2060167 2313467 2715661 2278635 298703557 118905912 177514096 179797645 63745331 73155555 12475371 10709178 2761556 3048675 16703421 24863190 298681973 334741039 6951134 8059732 1991424 1602826 5603527 4768917 83898034 80645319 3946269 3664180 6652349 15457162 109042737 114198136 X 114721579 137274215 74917657 83268688 189639236 220542903 298681973 334741039 X 22859259 8149161 -104753 X X 0 1 X 1 1 1 X 6777962 7387221 7793776 14052644 31306244 67317847 6777962 7387221 7793776 14052644 31306244 67317847 28177248 39140599 1574451 1329622 1022010 1495195 2684658 8105936 -60397 1300 -60307 -57307 5017 -171694 69372 69372 75321461 133762013 0.51960 0.64700 X SCHEDULE A, PART II, LINE 10 IN PAST YEARS, THERE WAS INCOME FROM FUNDRAISING EVENTS. IN THE CURRENT RERPORTING YEAR, NONE OF INDIVIDUAL FUNDRAISING EVENTS MET THE MINIMUM GROSS INCOME REPORTING THRESHOLD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4881 4881 0 SCHEDULE C, PART II-B, LINE 1 SHENANDOAH UNIVERSITY IS A DUES PAYING MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA. THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA OPERATES AS A NONPROFIT, 501(C)(6) ORGANIZATION REPRESENTING 28 ACCREDITED NONPROFIT INDEPENDENT COLLEGES AND UNIVERSITIES IN VIRGINIA. THEY WORK COLLABORATIVELY IN THE AREAS OF PUBLIC POLICY, COST CONTAINMENT, AND PROFESSIONAL DEVELOPMENT AS WELL AS PROVIDING SUPPORT TO MEMBER INSTITUTIONS AND THEIR STUDENTS IN THE AREAS OF GOVERNMENT RELATIONS, COLLABORATION, RESEARCH, AND PUBLIC RELATIONS. IN THE COURSE OF THEIR ACTIVITIES FOR THIS YEAR, THEY CALCULATED THE ACTUAL PERCENTAGE OF MEMBERSHIP DUES THAT WAS USED FOR LOBBYING WAS 10.95%. 0 506534 0 0 X X 0 77812387 1567007 8058498 1087171 725750 453483 85171488 71885957 1061261 7588010 1338630 942976 441235 77812387 83798963 1611341 -9860758 1950458 1184641 528490 71885957 68448014 3569044 15114439 1615320 1488392 228822 83798963 68133756 918502 2599734 1543674 1452270 208034 68448014 0.16000 0.44000 0.40000 1 0 4025000 12481505 16506505 217158294 70144931 147013363 3173601 1585068 1588533 33104598 30548930 2555668 28760559 16626983 12133576 179797645 ASSET UNDER INTEREST RATE SWAP AGREEMENTS 4207425 RIGHT-OF-USE ASSETS, OPERATING 14313847 RIGHT-OF-USE ASSETS, FINANCING 5194676 TIAA PLAN 457B 795429 EMERITI TRUST 171671 CSV LIFE INSURANCE 180142 24863190 BENEFICIAL TRUSTS 92260 LEASE LIABILITIES - OPERATING 15364902 15457162 X 147499412 8149161 -31617789 -23468628 170968040 0 170968040 116595745 614951 614951 115980794 32127987 32127987 148108781 PART III, LINE 4: THE COLLECTIONS OF SHENANDOAH UNIVERSITY INCLUDE PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, HISTORICAL ITEMS AND DECORATIVE ARTS. THESE ITEMS ARE ON DISPLAY THROUGHOUT THE UNIVERSITY FOR PUBLIC EXHIBITION. PART V, LINE 4: THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. THE OBJECTIVE OF THE ENDOWMENT PORTFOLIO OF THE UNIVERSITY IS TO ACHIEVE MAXIMUM TOTAL RETURN CONSISTENT WITH ASSUMING A REASONABLE DEGREE OF RISK. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE US FEREDAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS ALLOWANCE -32,127,987. UNREALIZED LOSS ON SWAP AGREEMENTS -104,753. LOSS ON DISPOSAL OF ASSETS 614,951. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 614,951. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 32,127,987. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SHENANDOAH UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY WITH ALL OF ITS BROCHURES AND PUBLICATIONS AND ALSO PUBLISHES ON ITS SCHOOL WEBSITE AS WELL AS A LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 6 SHENANDOAH UNIVERSITY RECIEVED CONTRIBUTIONS FROM VARIOUS GOVERNMENT AGENCIES IN THE AMOUNT OF $4,482,506 AS INDICATED ON THE FORM 990, PART VIII, LINE 1E. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 152000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 193000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 31000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 115000 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 159000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 31000 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATIONAL TRAVEL 30000 0 0 0 0 0 0 711000 0 711000 0 0 0 0 0 0 1 ACADEMIC SCHOLARSHIPS 2513 23473436 BASED ON ACADEMIC ACHIEVEMENT N/A UNDERGRADUATE AND GRADUATE NEED-BASED SCHOLARSHIPS 1155 4252697 DETERMINATION BASED ON FINANCIAL NEED N/A GRADUATE AND UNDERGRADUATE 188 2823246 BASED ON CRITERIA OF DEFINED SCHOLARSHIP N/A GRADUATE FELLOWSHIPS 401 1357906 ENROLLMENT IN AN ELIGIBLE GRADUATE PROGRAM N/A FEDERAL GRANTS 418 208326 BASED ON CRTIERIA OF GRANT N/A AWARDS/GRANTS 50 12376 CRITERIA OF AWARD OR GRANT N/A PART I, LINE 2: THE PROCESS OF PACKAGING FINANCIAL AID IS THE CULMINATION OF THE COMPLETE ANALYSIS OF STUDENT NEED AND THE AID ADMINISTRATION CYCLE, THE PROCESS OF PREPARATION FOR PACKAGING IS COMPLETED ACCURATELY AND CONFIDENTIALLY TO ENSURE EFFECTIVE USE OF ALL AID FUNDS AVAILABLE, AS WELL AS FAIR AND EQUITABLE TREATMENT TO ALL APPLICANTS. X X 1 1 X 0 0 0 0 0 0 0 0 0 TRACY FITZSIMMONS PRESIDENT AND REGISTERED AGENT 367458 0 0 0 41139 0 21324 0 30196 0 460117 0 0 0 ROBERT KIDD DEAN OF PHARMACY 186104 0 0 0 31658 0 10150 0 27146 0 255058 0 0 0 MITCHELL L MOORE SENIOR VP AND VP FOR ADVANCEMENT 178556 0 0 0 43215 0 13385 0 19125 0 254281 0 0 0 PHILIP EVANS VP FOR ADMIN. & GENERAL COUNSEL 163459 0 0 0 38483 0 12358 0 14866 0 229166 0 0 0 ARTHUR HARRALSON ASSOC DEAN OF RESEARCH-PHARMACY 153161 0 0 0 29559 0 11860 0 28466 0 223046 0 0 0 CAMERON MCCOY FORMER PROVOST 189129 0 0 0 14476 0 12966 0 0 0 216571 0 0 0 ASTRID SHEIL DEAN-SCHOOL OF BUSINESS 155699 0 0 0 36872 0 11820 0 10353 0 214744 0 0 0 COURTNEY JARRETT VP FOR FINANCE AND CFO 160015 0 0 0 11901 0 11165 0 27146 0 210227 0 0 0 YOLANDA BARBIER GIBSON VP FOR STUDENT AFFAIRS 158595 0 0 0 8287 0 6154 0 24698 0 197734 0 0 0 JOHN O'CONOR PROFESSOR KEYBOARD DIVISION 132597 0 0 0 34541 0 10630 0 18117 0 195885 0 0 0 TIMOTHY BLOOM PROFESSOR BIOPHARMACEUTICAL SCIENCES 151230 0 0 0 11617 0 10837 0 18117 0 191801 0 0 0 CATHY SHANHOLTZ DIRECTOR, OCCUPATIONAL THERAPY 145607 0 0 0 6002 0 7196 0 28959 0 187764 0 0 0 MICHAEL STEPNIAK EXECUTIVE DEAN-CREATIVITY 156584 0 0 0 9521 0 10886 0 10353 0 187344 0 0 0 ZARA RISOLDI ASSOC PROFESSOR, PHARMACY PRACTICE 147360 0 0 0 8566 0 10572 0 18117 0 184615 0 0 0 KAREN ABRAHAM PROVOST 159414 0 0 0 10300 0 10973 0 2400 0 183087 0 0 0 SCOTT SPRIGGS VP FOR RECRUITMENT AND CHIEF CREATIV 137871 0 0 0 12409 0 9562 0 20090 0 179932 0 0 0 MICHELLE GAMBER ASSOC PROFESSOR, GRADUATE PUBLIC HEA 143817 0 0 0 17791 0 7568 0 10353 0 179529 0 0 0 PART I, LINE 1A THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE, CAR OR MILEAGE ALLWOANCE, AND SOCIAL CLUB DUES TO OFFICERS AND KEY EMPLOYEES. THE AMOUNT PROVIDED IS INCLUDED IN THEIR TAXABLE WAGES. A VIRGINIA COLLEGE BUILDING AUTHORITY 541249154 2011-12-09 36455000 EDUCATION FACILITIES 0 0 0 B IDA OF CLARKE COUNTY VIRGINIA 541070553 2011-12-27 7815000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2012-12-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2013-04-23 6000000 EDUCATION FACILITIES 0 0 0 A 20630000 36455000 384543 70952 2011 1 0 1 1 B 7815000 5032001 82073 2700926 2013 1 0 1 1 C 1234375 10000000 115620 9884380 2013 0 0 1 1 D 740625 6000000 56716 5943284 2015 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.250000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2015-12-22 10000000 EDUCATION FACILITIES 0 0 0 B EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2016-01-22 10000000 EDUCATION FACILITIES 0 0 0 C EDA OF THE TOWN OF MOUNT JACKSON VIRGINIA 542053914 2017-06-28 10000000 EDUCATION FACILITIES 0 0 0 D EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2017-07-20 10000000 EDUCATION FACILITIES 0 0 0 A 1740000 10000000 174621 9825379 2018 0 0 1 1 B 1740000 10000000 133793 9866207 2018 0 0 1 1 C 675000 10000000 151892 9848108 2017 0 0 1 1 D 675000 10000000 151707 9848293 2019 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 C 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 D 0 0 1 0 1 1 TRUIST 10.500000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 A EDA OF THE TOWN OF WOODSTOCK VIRGINIA 593823830 2022-12-21 9000000 EDUCATION FACILITIES 0 0 0 A 223001 9000000 171491 8828509 2022 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 MARK A TURNER FAMILY MEMBER OF TRUSTEE 72459 COMPENSATION 0 INOVA HEALTHCARE OFFICER SERVES AS TRUSTEE 1129741 FACILITY LEASE 0 H & W CONSTRUCTION CO OFFICER SERVES AS TRUSTEE 305577 CONSTRUCTION 0 ASH MILL LLC OWNER SERVES AS TRUSTEE 1236146 FACILITY LEASE 0 SHOCKEY COMPANIES FAMILY MEMBER OF OWNER SERVES AS TRUSTEE 3744560 CONSTRUCTION 0 X 1 80338 FMV X 8 106117 FMV X MISCELLANEOUS OTHER ITEMS 23 71178 FMV X CONSTRUCTION 1 52285 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B EACH TRUSTEE RECEIVES A COPY OF FORM 990 VIA BOARD EFFECT PORTAL FOR REVIEW PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C ALL KEY EMPLOYEES AND TRUSTEES ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE USES COMPENSATION REVIEWS AND BENCHMARKS TO RECOMMEND THE PRESIDENT'S SALARY TO THE BOARD. THE BOARD APPROVES THE PRESIDENT'S SALARY EACH YEAR. THE PRESIDENT APPROVES THE SALARIES OF THE OFFICERS AND KEY EMPLOYEES, WHICH THE BOARD APPROVES WHEN PASSING THE BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON SWAP AGREEMENTS -104,753. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.