2022-04-13T10:28:05-05:00 2021-05-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2020-06-01 630288811 Birmingham-Southern College % LANE ESTES BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 LANE ESTES VP for Admin and COO 2052264630 2022-04-12 true LANE ESTES 999009999 Sandra L Feinsmith P01064157 4046886841 2022-04-12 2 2020 2022-09-23 18:48:47Z Daniel Coleman 900 Arkadelphia Road Birmingham AL 35254 51143786 false X www.bsc.edu X 1856 AL SEE SCHEDULE O 40 39 734 335 0 0 9949239 10435906 36719147 34286400 276329 1760352 240164 129268 47184879 46611926 10878745 9455866 0 0 23055231 20867154 0 0 1039045 21797315 20548374 55731291 50871394 -8546412 -4259468 150253116 148584093 46263992 42824628 103989124 105759465 X BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. false false 24126374 9455866 34286400 EDUCATIONAL OPPORTUNITIES FOR STUDENTS DURING THE 2020-2021 SCHOOL YEAR- THE TOTAL EXPERIENCE AT BSC FOCUSES ON THE STUDENT AND THEIR INTELLECTUAL AND ETHICAL DEVELOPMENT. WE OFFER THEM OPPORTUNITIES FOR SPIRITUAL AND PHYSICAL WELL BEING, AND OUR ACADEMIC PROGRAM CHALLENGES THEM TO UNDERSTAND A RANGE OF DISCIPLINES, WHILE REQUIRING THE IN-DEPTH STUDY OF ONE. THERE IS MUCH ABOUT OUR COLLEGE THAT IS DISTINCT. WE HAVE A DEDICATED FACULTY WHO MAINTAIN THEIR TRADITION OF UNDERGRADUATE SCHOLARSHIP AND RESEARCH; WE HAVE AN EXPLORATION TERM; AND WE EMPHASIZE LEADERSHIP STUDIES AND SERVICE-LEARNING, CROSS-CULTURAL OPPORTUNITIES, ON- AND OFF-CAMPUS MENTOR RELATIONSHIPS, AND AN EDUCATION WITHIN A LIBERAL ARTS CONTEXT. The college has successfully completed its 5th year SACS review during the fiscal year 19-20. THE REACCREDITATION WAS GRANTED IN THE BEGINNING OF THE 2015 FISCAL YEAR. 24126374 true true false false false false false false false true true false false true true true false true true false false false false true true false false false true true true false false false false false false true false false true true false false false true false false false false true 83 0 true 734 true false false false false false true true false false false false false false X 40 39 false false false false false true false true true false false true true true true true true true true false AL X LANE ESTES 2052264640 900 ARKADELPHIA ROAD Birmingham AL 35254 X Bradley J Caskey Provost 40.0 0.0 X 181891 0 18237 Trent R Gilbert VP Enrollment Mgmt 40.0 0.0 X 175210 0 21945 Virginia G Loftin VP Inst. Advancement 40.0 0.0 X 166645 0 19122 Daniel B Coleman President 40.0 0.0 X X 143512 0 22177 Sara H Robicheaux Professor 40.0 0.0 X 147451 0 13439 Lane K Estes VP Administration 40.0 0.0 X 132963 0 19931 Anthony H Hambey VP Information Tech. 40.0 0.0 X 127134 0 19496 Mark S Schantz Professor 40.0 0.0 X 127730 0 16360 George F Klersey Professor 40.0 0.0 X 118361 0 13175 Rick A Lester Professor 40.0 0.0 X 116234 0 13662 David M Eberhardt VP Student Development 40.0 0.0 X 95488 0 19598 Jake L Morrow Professor 40.0 0.0 X 108492 0 4911 Susan E Kinney Assoc VP HR 33.0 0.0 X 84030 0 14997 DeLynn M Zell Chair of the Board 1.0 0.0 X X 0 0 0 Rev Keith Thompson Vice Chair of the Board 1.0 0.0 X X 0 0 0 Joelle J Phillips Secretary of the Board 1.0 0.0 X X 0 0 0 Brooke Tanner Battle Director 1.0 0.0 X 0 0 0 Derry Bunting Director 1.0 0.0 X 0 0 0 Ragan Cain Director 1.0 0.0 X 0 0 0 Elizabeth M Dunn Director 1.0 0.0 X 0 0 0 Denson N Franklin III Director 1.0 0.0 X 0 0 0 G Courtney French Director 1.0 0.0 X 0 0 0 Bishop David Graves Ex Officio 1.0 0.0 X 0 0 0 Dr Bruce Irwin Director 1.0 0.0 X 0 0 0 Joab M Lesesne III Director 1.0 0.0 X 0 0 0 John James McMahon III Director 1.0 0.0 X 0 0 0 Ashlyn Meneguzzi Director 1.0 0.0 X 0 0 0 Carl Dalton Cal NeSmith III Director 1.0 0.0 X 0 0 0 Andy Newton Director 1.0 0.0 X 0 0 0 Elizabeth Featheringill Pharo Director 1.0 0.0 X 0 0 0 Rev R Steven Reneau Director 1.0 0.0 X 0 0 0 George B Salem Director 1.0 0.0 X 0 0 0 Rev Dr David Saliba Director 1.0 0.0 X 0 0 0 Scott Selman Director 1.0 0.0 X 0 0 0 David M Smith Director 1.0 0.0 X 0 0 0 Bryson Stephens Director 1.0 0.0 X 0 0 0 Kevin R Stump Sr Director 1.0 0.0 X 0 0 0 Sandy Thurmond Director 1.0 0.0 X 0 0 0 Dr J Kevin Tucker Director 1.0 0.0 X 0 0 0 Victoria Lee VanValkenburgh Director 1.0 0.0 X 0 0 0 Bishop Debra Wallace-Padgett Ex-Officio 1.0 0.0 X 0 0 0 Thomas Waters Director 1.0 0.0 X 0 0 0 Richard B Yeilding Director 1.0 0.0 X 0 0 0 1725141 0 217050 12 false true false Bon Appetit Management Co 2400 Yorkmount Road CHARLOTTE NC 28217 Food Services 3471487 Apogee Telecom Inc 715 West 23rd Street AUSTIN TX 78705 IT Services 801650 Ricoh Usa Inc 3500 Blue Lake Drive Suite 100 BIRMINGHAM AL 35243 Postal Services 636899 LANDSCAPE SERVICES 4641 Highway 280 BIRMINGHAM AL 35242 Landscape Services 485591 Valent Group 431 Office Park Drive BIRMINGHAM AL 35223 Insurance 431973 10 14000 4796467 5625439 1306447 10435906 TUITION & FEES 611710 21549030 21549030 DORM REVENUES 611710 7447531 7447531 CAFETERIA 611710 4803372 4803372 CONSERVATORY 611710 122136 122136 BOOKSTORE SALES 611710 4263 4263 360068 360068 34286400 788335 788335 0 0 124835 124835 0 124835 124835 5500000 4527983 972017 972017 972017 8310 14000 3877 4433 4433 0 0 0 0 0 0 0 46611926 34286400 1889620 0 9455866 9455866 0 0 1247379 200128 861484 185767 0 15489818 9812180 5222554 455084 0 2953050 1673479 1168019 111552 1176907 708663 424047 44197 0 85514 85514 165178 165178 0 0 27788 27788 4684362 181894 4473902 28566 673383 10002 656409 6972 4074276 1437577 2526957 109742 682874 682874 0 3043190 3043190 655692 549186 100201 6305 0 56062 6930 49132 1738924 1738924 0 2781676 2781676 526337 67548 458789 OTHER EXPENSES 1353118 22921 1239337 90860 50871394 24126374 25705975 1039045 5986644 2514900 0 0 757219 849773 944087 754871 0 0 0 0 2207682 1677296 0 0 0 0 211549666 125612318 87186911 85937348 41963466 45420770 0 0 0 0 0 0 11207107 11429135 150253116 148584093 1480616 2636507 0 0 0 0 31114710 28810784 0 0 0 0 3356118 3227565 0 0 10312548 8149772 46263992 42824628 X 49628822 46922381 54360302 58837084 103989124 105759465 150253116 148584093 -4259468 6029809 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49403369 1732084 7557500 3798178 827914 82074 53984787 53117638 723856 1006739 4317306 1110269 17289 49403369 56701074 1631599 221952 4079959 1335594 21434 53117638 53528445 6639409 3808669 5310557 1925360 39532 56701074 54221105 3166767 4296279 4958559 3160734 36413 53528445 0.03000 0.92000 0.05000 true false 2524130 2524130 155043138 75768537 79274601 22792885 20334146 2458739 20838842 19753547 1085295 10350671 9756088 594583 85937348 ASSETS HELD FOR SALE 7725554 BENEFICIAL INTEREST IN TRUSTS 2170034 OTHER ASSETS 1533547 11429135 0 SALARIES AND BENEFITS PAYABLE 4061662 TRUST AND ANNUITY PAYMENT LIAB. 1680139 OTHER LIABILITIES 1344832 ADV FROM FED GOV'T FOR STUDENT LOAN 951572 DEPOSITS HELD IN CUSTODY FOR OTHERS 111567 8149772 X 43188269 6029809 2400 6032209 37156060 9455866 9455866 46611926 41417928 2400 2400 41415528 9455866 9455866 50871394 PART V, LINE 4 ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS, FELLOWSHIPS, AND PROFESSORSHIPS. THE GOALS OF THE ENDOWMENT FUNDS ARE TO SUPPORT STUDENTS, FACULTY, STAFF AND PROGRAMS OF THE COLLEGE. PART X, LINE 2 THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. IN JUNE 2009, THE COLLEGE ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE ("IRS") EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE COLLEGE EVALUATES ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT MAY EXIST. THE COLLEGE DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE YEARS ENDED MAY 31, 2021 AND 2020. PART XI, LINE 4B INSTITUTIONAL AWARDS: 9,455,866 PART XII, LINE 4B INSTITUTIONAL AWARDS: 9,455,866 true true true true true true true false false false false false false false false true false true Line 3 NONDISCRIMINATORY POLICY THIS INFORMATION IS PUBLISHED IN THE COLLEGE'S CATALOG, IN NEWSPAPER PUBLICATIONS, AND ON THE COLLEGE'S WEBSITE. Line 6 Explanation of Government Financial Aid BIRMINGHAM-SOUTHERN RECEIVES STUDENT AID FUNDS THROUGH THE DEPARTMENT OF EDUCATION FOR SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG), PELL GRANTS, FEDERAL WORK STUDY GRANTS, FAMILY EDUCATIONAL LOANS, ACADEMIC COMPETITIVENESS GRANTS, AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. X X X false Ruffalo Noel Levitz LLC Phone-A-tho n/ Give Day false DARTER FESTIVAL 22310 14000 8310 1746 1400 731 0 22310 14000 8310 1746 1400 731 3877 4433 true Student aid and institutional awards 1147 9455866 Schedule I, Part I, Line 2 BIRMINGHAM-SOUTHERN COLLEGE HAS WRITTEN CRITERIA FOR SCHOLARSHIPS AND GRANTS WHICH REQUIRE FORMAL APPLICATION OR NOMINATION. THIS PAPER TRAIL IS USED FOR INTERNAL REPORTS, AUDITS AND DONOR REPORTS. FUNDS ARE TRACKED IN OUR DATABASE SOFTWARE AND INDIVIDUAL FILES ARE MAINTAINED OR GRANT/SCHOLARSHIP RECIPIENTS. ALL MATERIAL IS SUBJECT TO AUDIT. GRANT/SCHOLARSHIP CRITERIA IS REVIEWED PRIOR TO DISBURSEMENT. X X X X X false false false false false false false false false Daniel B Coleman President 143512 0 0 0 0 0 7731 0 14446 0 165689 0 0 0 Bradley J Caskey Provost 181891 0 0 0 0 0 9296 0 8941 0 200128 0 0 0 Trent R Gilbert VP Enrollment Mgmt 175210 0 0 0 0 0 9052 0 12893 0 197155 0 0 0 Virginia G Loftin VP Inst. Advancement 166645 0 0 0 0 0 8807 0 10315 0 185767 0 0 0 Lane K Estes VP Administration 132963 0 0 0 0 0 7038 0 12893 0 152894 0 0 0 Sara H Robicheaux Professor 145963 0 0 0 1488 0 6933 0 6506 0 160890 0 0 0 A PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTH 521297592 2017-03-23 18124507 PRIVATE COLLEGES & UNIVERSITIES FA false false false A 0 0 18124507 0 0 0 0 0 0 0 18124507 0 false false true true A false false false false 0 false false false A false true true false 0 false 0 true A true Bryson Stephens EBSCO TRUSTEE 137263 Subscription services false SCH. L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: Bryson Stephens (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BSC-BOARD TRUSTEE (C) AMOUNT OF TRANSACTION: $137,263 (D) DESCRIPTION OF TRANSACTION: MR. STEPHENS IS CHAIRMAN OF THE BOARD OF EBSCO INDUSTRIES. THE COLLEGE CONTRACTS WITH EBSCO INDUSTRIES FOR SUBSCRIPTION SERVICES, DATABASES, PRINTING AND INFORMATION PACKAGING. X 16 1296084 STOCK EXCHANGE VALUE X Materials for Baseball Field 1 5303 cost X Musical Instruments 1 4500 cost X Camera 1 560 cost false true true Schedule M, Part I, line 32b BSC USES FEG INVESTMENT ADVISORS WHO PROVIDE THE TAX BASIS VALUATION THAT WE USE TO RECORD THE GIFT. THEY ALSO RECEIVE THE SECURITIES, LIQUIDATE THEM, AND PROVIDE THE PROCEEDS FROM THE COLLEGE. Form 990, Part I, LINE 1 BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ARE ELECTED BY THE NORTH ALABAMA AND THE ALABAMA-WEST FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH IN ACCORDANCE WITH THE PROVISIONS OF THE SCHOOL'S CHARTER. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED BY THE COLLEGE'S PUBLIC ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER. THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND COMMENTS. AFTER REVIEW BY THE EXECUTIVE COMMITTEE, THE FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, Line 12C A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT IS GIVEN TO ALL BOARD MEMBERS ANNUALLY. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE ALSO GIVEN TO ALL PRINCIPAL ADMINISTRATIVE OFFICERS AND OTHER EMPLOYEES AS MAY BE DEEMED APPROPRIATE. THE SIGNED STATEMENTS ARE REVIEWED AND FOLLOW UP IS COMPLETED IF NECESSARY. Form 990, Part VI, Section B, Lines 15A and B COMPENSATION FOR KEY POSITIONS (PRESIDENT, PROVOST) AND STAFF POSITIONS ARE EVALUATED AND RECOMMENDED BY PROFESSIONAL SEARCH CONSULTANTS WHO ASSESS THE MARKET FOR INSTITUTIONS OF SIMILAR SIZE AND SCOPE. Form 990, Part VI, Section C, Line 19 Documents are available upon request. Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 1956442 19659635 BSC