UNIVERSITY OF THE SOUTH: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-12
IRS object ID: 202241339349303519
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T15:24:48-07:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475697	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF THE SOUTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Douglass Williams	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	9315981349	PhoneNum
Signature	2022-05-12	SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	1	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd
Profile Password Change	Yes (X)	ProfilePasswordChangeInd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Nancy J Berner	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37383	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$343,507,306	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.sewanee.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1858	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	An Episcopal University composed of the College of Arts and Sciences and the School of Theology.	ActivityOrMissionDesc
Voting Members Governing Body	144	VotingMembersGoverningBodyCnt
Voting Members Independent	139	VotingMembersIndependentCnt
Total Employee	1867	TotalEmployeeCnt
Total Volunteers	1000	TotalVolunteersCnt
Total Gross UBI	$854,844	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$19,279	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$22,274,814	PYContributionsGrantsAmt
CY Contributions Grants	$16,628,187	CYContributionsGrantsAmt
PY Program Service Revenue	$113,865,023	PYProgramServiceRevenueAmt
CY Program Service Revenue	$115,419,910	CYProgramServiceRevenueAmt
PY Investment Income	$22,982,942	PYInvestmentIncomeAmt
CY Investment Income	$123,341,687	CYInvestmentIncomeAmt
PY Other Revenue	$1,698,251	PYOtherRevenueAmt
CY Other Revenue	$510,229	CYOtherRevenueAmt
PY Total Revenue	$160,821,030	PYTotalRevenueAmt
CY Total Revenue	$255,900,013	CYTotalRevenueAmt
PY Grants And Similar Paid	$39,165,578	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$43,411,633	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$64,217,618	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$59,661,232	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,933,485	CYTotalFundraisingExpenseAmt
PY Other Expenses	$46,507,557	PYOtherExpensesAmt
CY Other Expenses	$43,460,055	CYOtherExpensesAmt
PY Total Expenses	$149,890,753	PYTotalExpensesAmt
CY Total Expenses	$146,532,920	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,930,277	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$109,367,093	CYRevenuesLessExpensesAmt
Total Assets BOY	$763,236,262	TotalAssetsBOYAmt
Total Assets EOY	$873,880,393	TotalAssetsEOYAmt
Total Liabilities BOY	$115,846,221	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$110,847,707	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$647,390,041	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$763,032,686	NetAssetsOrFundBalancesEOYAmt
Mission	The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in ordained and lay vocations.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$68,570,826	ExpenseAmt
Grant	$41,607,250	GrantAmt
Revenue	$99,531,787	RevenueAmt
Desc	INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,984,580	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,485,089	RevenueAmt
Desc	STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$28,576,731	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$27,273,274	RevenueAmt
Desc	HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,916,357	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,407,114	RevenueAmt
Desc	OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,916,357	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,407,114	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$116,048,494	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1867	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	144	GoverningBodyVotingMembersCnt
Independent Voting Member	139	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Doug Williams	PersonNm
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (164 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Key EmployeeKeyEmployeeInd
John M McCardell Jr
Professor	40	Yes (X)	$450,583	$0	$132,013
Reuben Brigety
Vice Chancellor/President	40		$335,797	$0	$69,357	Yes (X)
Nancy Berner
Provost	40		$232,099	$0	$63,589	Yes (X)
Jay Fisher
Former VP of Advancement	40		$188,066	$0	$80,562	Yes (X)
Terry Papillon
Dean of the College	40		$205,706	$0	$38,716	Yes (X)
Earl Williams
Treasurer	40		$215,031	$0	$18,918	Yes (X)
Neil Alexander
Former Dean of School of Theology	40		$151,024	$0	$59,831	Yes (X)
Lee Ann Backlund
Former Dean of Admission	40		$187,577	$0	$21,662	Yes (X)
David Shipps
VP Econ Dev	40	Yes (X)	$127,928	$0	$79,181
Parker Oliver
Assoc VP Marketing	40	Yes (X)	$146,280	$0	$44,132
Catherine Cavagnaro
Board Member	40		$96,424	$0	$88,681		Yes (X)
Eugene Prunty
Professor	40	Yes (X)	$143,200	$0	$35,248
Scott Wilson
Vice Provost	40	Yes (X)	$149,085	$0	$22,754
Lucy Singer
Former Legal Counsel	40		$135,109	$0	$34,041	Yes (X)
Ruth Sanchez Imizcoz
Board Member	40		$105,277	$0	$14,846		Yes (X)
Julia M Gatta
Board Member	40		$72,042	$0	$15,834		Yes (X)
Kate Reed
Board Member	40		$57,817	$0	$8,684		Yes (X)
Abby Cole
Board Member	2		$0	$0	$0		Yes (X)
Abi W Moon
Board Member	2		$0	$0	$0		Yes (X)
Allie Dent
Board Member	2		$0	$0	$0		Yes (X)
Amber Singleton Camiul
Board Member	2		$0	$0	$0		Yes (X)
Andrew Carter
Board Member	2		$0	$0	$0		Yes (X)
Anne Hodges Copple
Board Member	2		$0	$0	$0		Yes (X)
Benton Williamson
Board Member	2		$0	$0	$0		Yes (X)
Bill Gage
Board Member	2		$0	$0	$0		Yes (X)
Bill Harper
Board Member	2		$0	$0	$0		Yes (X)
Bill Stiefel Jr
Board Member	2		$0	$0	$0		Yes (X)
Bonnie Underwood
Board Member	2		$0	$0	$0		Yes (X)
Bradley Drell
Board Member	2		$0	$0	$0		Yes (X)
Brian L Cole
Board Member	2		$0	$0	$0		Yes (X)
Brian R Seage
Board Member	2		$0	$0	$0		Yes (X)
C Andrew Doyle
Board Member	2		$0	$0	$0		Yes (X)
Canon Amy Real Coultas
Board Member	2		$0	$0	$0		Yes (X)
Canon Christian Brady
Board Member	2		$0	$0	$0		Yes (X)
Canon Doris Westfall
Board Member	2		$0	$0	$0		Yes (X)
Carmen Germino
Board Member	2		$0	$0	$0		Yes (X)
Carol Titus
Board Member	2		$0	$0	$0		Yes (X)
Chris Sturgeon
Board Member	2		$0	$0	$0		Yes (X)
Christina Butterworth
Board Member	2		$0	$0	$0		Yes (X)
Christina Vial Comer
Board Member	2		$0	$0	$0		Yes (X)
Christopher Bright
Board Member	2		$0	$0	$0		Yes (X)
Clifford Athey
Board Member	2		$0	$0	$0		Yes (X)
Cornelia LaRussa
Board Member	2		$0	$0	$0		Yes (X)
Cynthia Phelps Streit
Board Member	2		$0	$0	$0		Yes (X)
Dabney Smith
Board Member	2		$0	$0	$0		Yes (X)
Dallas J Gingles
Board Member	2		$0	$0	$0		Yes (X)
Dalton Lyon
Board Member	2		$0	$0	$0		Yes (X)
Daniel P Richards
Board Member	2		$0	$0	$0		Yes (X)
David Elliott III
Board Member	2		$0	$0	$0		Yes (X)
David M Goldberg
Board Member	2		$0	$0	$0		Yes (X)
David M Sanders
Board Member	2		$0	$0	$0		Yes (X)
David Reed
Board Member	2		$0	$0	$0		Yes (X)
Deon Johnson
Board Member	2		$0	$0	$0		Yes (X)
Don WF Rodgers
Board Member	2		$0	$0	$0		Yes (X)
Dr Marti Dalby
Board Member	2		$0	$0	$0		Yes (X)
Dr Suzi Robertson
Board Member	2		$0	$0	$0		Yes (X)
Drew Broach
Board Member	2		$0	$0	$0		Yes (X)
Emerson Bell
Board Member	2		$0	$0	$0		Yes (X)
Eric Stevenson
Board Member	2		$0	$0	$0		Yes (X)
Eugene F Reuman
Board Member	2		$0	$0	$0		Yes (X)
Frances L Webster
Board Member	2		$0	$0	$0		Yes (X)
Frank B Gummey III
Board Member	2		$0	$0	$0		Yes (X)
Frank Sullivan Logue
Board Member	2		$0	$0	$0		Yes (X)
George G Clarke Jr
Board Member	2		$0	$0	$0		Yes (X)
George Harrison
Board Member	2		$0	$0	$0		Yes (X)
George R Sumner
Board Member	2		$0	$0	$0		Yes (X)
George Williamson
Board Member	2		$0	$0	$0		Yes (X)
Glenda S Curry
Board Member	2		$0	$0	$0		Yes (X)
Gregory A Hearing
Board Member	2		$0	$0	$0		Yes (X)
Gregory O Brewer
Board Member	2		$0	$0	$0		Yes (X)
Gretchen M Rehberg
Board Member	2		$0	$0	$0		Yes (X)
H E Miller Jr
Board Member	2		$0	$0	$0		Yes (X)
Hilary Jarvis
Board Member	2		$0	$0	$0		Yes (X)
Isabella Stuart Reeves
Board Member	2		$0	$0	$0		Yes (X)
Iyassu Kebede
Board Member	2		$0	$0	$0		Yes (X)
J Malone Gilliam
Board Member	2		$0	$0	$0		Yes (X)
J Russell Kendrick
Board Member	2		$0	$0	$0		Yes (X)
J Scott Mayer
Board Member	2		$0	$0	$0		Yes (X)
J Scott Mayer
Board Member	2		$0	$0	$0		Yes (X)
Jack Lauless
Board Member	2		$0	$0	$0		Yes (X)
Jackson Byron Greene
Board Member	2		$0	$0	$0		Yes (X)
Jacob W Owensby
Board Member	2		$0	$0	$0		Yes (X)
Jane Hart Lewis
Board Member	2		$0	$0	$0		Yes (X)
Jeff W Fisher
Board Member	2		$0	$0	$0		Yes (X)
Jeffery Patenaude
Board Member	2		$0	$0	$0		Yes (X)
Jennifer Hargrave
Board Member	2		$0	$0	$0		Yes (X)
Jennifer L Rodgers
Board Member	2		$0	$0	$0		Yes (X)
Jessica C Osaki
Board Member	2		$0	$0	$0		Yes (X)
Jim Liggett
Board Member	2		$0	$0	$0		Yes (X)
Johanna Oliver Rousseaux
Board Member	2		$0	$0	$0		Yes (X)
John Bauerschmidt
Board Member	2		$0	$0	$0		Yes (X)
Jose A McLoughlin
Board Member	2		$0	$0	$0		Yes (X)
Joseph B Mays Jr
Board Member	2		$0	$0	$0		Yes (X)
Kai Rodning
Board Member	2		$0	$0	$0		Yes (X)
Kathryn M Ryan
Board Member	2		$0	$0	$0		Yes (X)
Katie C Pearson
Board Member	2		$0	$0	$0		Yes (X)
Ken Baxter
Board Member	2		$0	$0	$0		Yes (X)
Kirby L Colson
Board Member	2		$0	$0	$0		Yes (X)
Kristin J Harrison
Board Member	2		$0	$0	$0		Yes (X)
Kristine Laudadio Devine
Board Member	2		$0	$0	$0		Yes (X)
Larry R Benfield
Board Member	2		$0	$0	$0		Yes (X)
Lenore Adediran
Board Member	2		$0	$0	$0		Yes (X)
Leslie Newman
Board Member	2		$0	$0	$0		Yes (X)
Liz Dalrymple
Board Member	2		$0	$0	$0		Yes (X)
Lucy Lacey Shackelford
Board Member	2		$0	$0	$0		Yes (X)
M Sanjeeva Senanayake
Board Member	2		$0	$0	$0		Yes (X)
Mac Jefferson
Board Member	2		$0	$0	$0		Yes (X)
Mallory L Dimmitt
Board Member	2		$0	$0	$0		Yes (X)
Marcel Lettre II
Board Member	2		$0	$0	$0		Yes (X)
Marguerite H Gray
Board Member	2		$0	$0	$0		Yes (X)
Mark Van Koevering
Board Member	2		$0	$0	$0		Yes (X)
Mary Alice Mathison
Board Member	2		$0	$0	$0		Yes (X)
Maryetta M Anschutz
Board Member	2		$0	$0	$0		Yes (X)
Matthew Farr
Board Member	2		$0	$0	$0		Yes (X)
Michael Goldsmith
Board Member	2		$0	$0	$0		Yes (X)
Michael Kirk Battle
Board Member	2		$0	$0	$0		Yes (X)
Michael Reeves
Board Member	2		$0	$0	$0		Yes (X)
Michael Smith
Board Member	2		$0	$0	$0		Yes (X)
Mike Harber
Board Member	2		$0	$0	$0		Yes (X)
Miranda Cully
Board Member	2		$0	$0	$0		Yes (X)
Molly Nabors
Board Member	2		$0	$0	$0		Yes (X)
Morris K Thompson Jr
Board Member	2		$0	$0	$0		Yes (X)
Norman Jetmundsen
Board Member	2		$0	$0	$0		Yes (X)
PJ Deschenes
Board Member	2		$0	$0	$0		Yes (X)
Paul D Martin
Board Member	2		$0	$0	$0		Yes (X)
Paul Klitzke
Board Member	2		$0	$0	$0		Yes (X)
Peter Eaton
Board Member	2		$0	$0	$0		Yes (X)
Phoebe A Roaf
Board Member	2		$0	$0	$0		Yes (X)
Polly H Robb
Board Member	2		$0	$0	$0		Yes (X)
R Allan McCaslin
Board Member	2		$0	$0	$0		Yes (X)
Ramiro Lopez
Board Member	2		$0	$0	$0		Yes (X)
Randy Poitevent DeFoor
Board Member	2		$0	$0	$0		Yes (X)
Rayford High
Board Member	2		$0	$0	$0		Yes (X)
Rebecca Crumrine Rieder
Board Member	2		$0	$0	$0		Yes (X)
Richard T Earle III
Board Member	2		$0	$0	$0		Yes (X)
Rob Donehue
Board Member	2		$0	$0	$0		Yes (X)
Rob Skirving
Board Member	2		$0	$0	$0		Yes (X)
Robert Beazley
Board Member	2		$0	$0	$0		Yes (X)
Robert Fowler
Board Member	2		$0	$0	$0		Yes (X)
Robert Wright
Board Member	2		$0	$0	$0		Yes (X)
Rondal Richardson
Board Member	2		$0	$0	$0		Yes (X)
Ruth M Woodliff Stanley
Board Member	2		$0	$0	$0		Yes (X)
Samuel Johnson Howard
Board Member	2		$0	$0	$0		Yes (X)
Samuel Rodman
Board Member	2		$0	$0	$0		Yes (X)
Scott Bagley
Board Member	2		$0	$0	$0		Yes (X)
Scott Davis
Board Member	2		$0	$0	$0		Yes (X)
Shawn Pettus
Board Member	2		$0	$0	$0		Yes (X)
Suzanne L Cate
Board Member	2		$0	$0	$0		Yes (X)
Suzanne Meyers
Board Member	2		$0	$0	$0		Yes (X)
Tara Bartal
Board Member	2		$0	$0	$0		Yes (X)
Terry Allen White
Board Member	2		$0	$0	$0		Yes (X)
Thomas Christoph Keller
Board Member	2		$0	$0	$0		Yes (X)
Tom Purdy
Board Member	2		$0	$0	$0		Yes (X)
Trippe Cheek
Board Member	2		$0	$0	$0		Yes (X)
Troy Eichenberger
Board Member	2		$0	$0	$0		Yes (X)
Val Crumpton
Board Member	2		$0	$0	$0		Yes (X)
Vicki T Burgess
Board Member	2		$0	$0	$0		Yes (X)
W A Stringer
Board Member	2		$0	$0	$0		Yes (X)
W Christopher Behnke
Board Member	2		$0	$0	$0		Yes (X)
W R McCown
Board Member	2		$0	$0	$0		Yes (X)
Alan Ramirez
Dean of Admissions	40		$0	$0	$0	Yes (X)
MarquitteStarkey
General Counsel	40		$0	$0	$0	Yes (X)
Jim Teurrell
Dean School of Theology	40		$0	$0	$0	Yes (X)
Erica Howard
Dean of Students	40		$0	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,999,045	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$828,049	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	77	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
American Constructors Inc
PO Box 120129	Nashville	TN	37212	Construction	$4,633,122
Edgehill Endowment Partners
205 Whitney Avenue	New Haven	CT	06511	Endowment Management	$1,139,945	Suite 201
Ebsco Information Services
17 19 Washington St	Tenafly	NJ	07670	Research Databases	$528,840
Williams Blackstock Architects
2204 First Ave South	Birmingham	AL	35233	Architecture	$372,886	Suite 200
Tri State Roofing Contractors LLC
3126 Alton Park Blvd	Chattanooga	TN	37410	Roofing	$151,337

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$3,684,775	GovernmentGrantsAmt
All Other Contributions	$12,943,412	AllOtherContributionsAmt
Noncash Contributions	$1,913,754	NoncashContributionsAmt
Total Contributions	$16,628,187	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and Fees	611310	$85,348,714	$85,348,714	$0	$0
Auxiliary Sales and Services	611310	$27,142,815	$27,024,808	$118,007	$0
Education Sales and Services	611310	$1,527,853	$1,527,853	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,400,528	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,400,528	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$115,419,910	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,849,796	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$736,837	UnrelatedBusinessRevenueAmt
Exclusion	$23,112,959	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,858	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,858	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$510,229	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$510,229	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$186,548,826	SecuritiesAmt
Other	$546,500	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$87,070,595	SecuritiesAmt
Other	$536,698	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$99,478,231	SecuritiesAmt
Other	$9,802	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$99,488,033	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$99,488,033	ExclusionAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$255,900,013	TotalRevenueColumnAmt
Related Or Exempt Func Income	$115,301,903	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$854,844	UnrelatedBusinessRevenueAmt
Exclusion	$123,115,079	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$41,607,250	TotalAmt
Program Services	$41,607,250	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,804,383	TotalAmt
Program Services	$1,804,383	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,648,668	TotalAmt
Program Services	$1,510,424	ProgramServicesAmt
Management And General	$2,010,435	ManagementAndGeneralAmt
Fundraising	$127,809	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,786,208	TotalAmt
Program Services	$34,292,508	ProgramServicesAmt
Management And General	$8,390,391	ManagementAndGeneralAmt
Fundraising	$1,103,309	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$479,248	TotalAmt
Program Services	$361,773	ProgramServicesAmt
Management And General	$105,096	ManagementAndGeneralAmt
Fundraising	$12,379	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,687,684	TotalAmt
Program Services	$6,620,290	ProgramServicesAmt
Management And General	$1,869,241	ManagementAndGeneralAmt
Fundraising	$198,153	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,059,424	TotalAmt
Program Services	$2,309,486	ProgramServicesAmt
Management And General	$670,911	ManagementAndGeneralAmt
Fundraising	$79,027	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$304,890	TotalAmt
Program Services	$58,812	ProgramServicesAmt
Management And General	$245,918	ManagementAndGeneralAmt
Fundraising	$160	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$87,400	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$87,400	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,864,077	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,864,077	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,977,179	TotalAmt
Program Services	$7,225,646	ProgramServicesAmt
Management And General	$5,524,399	ManagementAndGeneralAmt
Fundraising	$227,134	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,991,048	TotalAmt
Program Services	$1,480,908	ProgramServicesAmt
Management And General	$455,198	ManagementAndGeneralAmt
Fundraising	$54,942	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,591,908	TotalAmt
Program Services	$1,658,707	ProgramServicesAmt
Management And General	$917,308	ManagementAndGeneralAmt
Fundraising	$15,893	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,199,108	TotalAmt
Program Services	$371,950	ProgramServicesAmt
Management And General	$819,349	ManagementAndGeneralAmt
Fundraising	$7,809	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$76	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$76	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$314,706	TotalAmt
Program Services	$288,384	ProgramServicesAmt
Management And General	$25,433	ManagementAndGeneralAmt
Fundraising	$889	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$569,597	TotalAmt
Program Services	$215,352	ProgramServicesAmt
Management And General	$353,261	ManagementAndGeneralAmt
Fundraising	$984	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$321,795	TotalAmt
Program Services	$230,585	ProgramServicesAmt
Management And General	$84,306	ManagementAndGeneralAmt
Fundraising	$6,904	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,861,493	TotalAmt
Program Services	$2,516,793	ProgramServicesAmt
Management And General	$344,700	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,469,616	TotalAmt
Program Services	$5,690,376	ProgramServicesAmt
Management And General	$779,240	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,107,158	TotalAmt
Program Services	$98,845	ProgramServicesAmt
Management And General	$1,006,846	ManagementAndGeneralAmt
Fundraising	$1,467	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food	$2,966,785	$2,770,391	$174,186	$22,208
Equipment Rental/Maintenance	$479,674	$152,056	$325,072	$2,546
Utilities	$2,538,713	$2,364,946	$173,767	$0
Renewals and Replacements	$2,897,875	$709,703	$2,182,698	$5,474

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,916,957	TotalAmt
Program Services	$1,708,926	ProgramServicesAmt
Management And General	$141,633	ManagementAndGeneralAmt
Fundraising	$66,398	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$146,532,920	TotalAmt
Program Services	$116,048,494	ProgramServicesAmt
Management And General	$28,550,941	ManagementAndGeneralAmt
Fundraising	$1,933,485	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,115,630	BOYAmt
EOY	$8,636,066	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$101,355,190	BOYAmt
EOY	$107,855,928	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,317,303	BOYAmt
EOY	$34,156,773	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$703,458	BOYAmt
EOY	$3,204,457	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	$220,336	BOYAmt
EOY	$186,995	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$482,194	BOYAmt
EOY	$505,828	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$931,539	BOYAmt
EOY	$1,146,143	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$318,058,372	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$112,162,484	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$205,447,214	BOYAmt
EOY	$205,895,888	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$93,083,727	BOYAmt
EOY	$116,082,894	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$289,511,454	BOYAmt
EOY	$361,566,664	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,731,588	BOYAmt
EOY	$1,744,814	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,711,268	BOYAmt
EOY	$3,614,428	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,625,361	BOYAmt
EOY	$29,283,515	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$763,236,262	BOYAmt
EOY	$873,880,393	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$15,930,246	BOYAmt
EOY	$17,003,355	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,032,071	BOYAmt
EOY	$865,471	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$86,279,830	BOYAmt
EOY	$82,473,414	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,550,829	BOYAmt
EOY	$2,035,492	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,053,245	BOYAmt
EOY	$8,469,975	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,846,221	BOYAmt
EOY	$110,847,707	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	$256,018,632	BOYAmt
EOY	$289,787,083	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$391,371,409	BOYAmt
EOY	$473,245,603	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$647,390,041	BOYAmt
EOY	$763,032,686	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$763,236,262	BOYAmt
EOY	$873,880,393	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$109,367,093	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,988,761	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$3,286,791	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

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)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Total Easements	2	TotalEasementsCnt
Total Acreage	3208	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	450	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$9,900	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$419,515,040	BeginningYearBalanceAmt
Contributions	$3,903,120	ContributionsAmt
Investment Earnings Or Losses	$119,630,531	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,996,479	GrantsOrScholarshipsAmt
Other Expenditures	$12,908,911	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$519,143,301	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$408,769,263	BeginningYearBalanceAmt
Contributions	$11,824,002	ContributionsAmt
Investment Earnings Or Losses	$20,972,060	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,143,131	GrantsOrScholarshipsAmt
Other Expenditures	$11,907,154	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$419,515,040	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$410,985,859	BeginningYearBalanceAmt
Contributions	$4,926,176	ContributionsAmt
Investment Earnings Or Losses	$13,593,015	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,538,462	GrantsOrScholarshipsAmt
Other Expenditures	$11,197,325	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$408,769,263	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$395,006,424	BeginningYearBalanceAmt
Contributions	$14,115,944	ContributionsAmt
Investment Earnings Or Losses	$24,387,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,360,896	GrantsOrScholarshipsAmt
Other Expenditures	$12,162,790	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$410,985,859	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$357,773,319	BeginningYearBalanceAmt
Contributions	$14,105,503	ContributionsAmt
Investment Earnings Or Losses	$42,908,044	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,099,003	GrantsOrScholarshipsAmt
Other Expenditures	$10,681,439	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$395,006,424	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.23	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.77	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$20,136,652	OtherCostOrOtherBasisAmt
Book Value	$20,136,652	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$196,779	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$253,977,905	OtherCostOrOtherBasisAmt
Depreciation	$79,466,662	DepreciationAmt
Book Value	$174,708,022	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$38,813,784	OtherCostOrOtherBasisAmt
Depreciation	$32,695,822	DepreciationAmt
Book Value	$6,117,962	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,933,252	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$4,933,252	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$205,895,888	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Global Equities	$151,919,195	F
Hedge Funds	$83,485,654	F
Private Equity	$126,161,815	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$361,566,664	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Refundable government advances	$1,324,287
Postretirement benefit liability	$3,987,451
Asset retirement obligation	$3,158,237

Field	Value	IRS element (for citing)
Total Liability	$8,469,975	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$216,899,855	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,992,618	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$40,124,842	OtherRevenueAmt
Revenue Not Reported	-$37,132,224	RevenueNotReportedAmt
Revenue Subtotal	$254,032,079	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,864,077	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$3,857	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,867,934	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$255,900,013	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$101,257,210	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$101,257,210	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,864,077	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$43,411,633	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$45,275,710	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$146,532,920	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part II, Line 5	THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET.
Schedule D, Part II, Line 9	CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES.
Schedule D, Part III, Line 1	THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT.
Schedule D, Part III, Line 4	THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
Schedule D, Part V, Line 4	ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS EARMARKED BY THE BOARD TO BE TREATED AS AN ENDOWMENT. EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OR CERTAIN SPECIFIC PURPOSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURES.
Schedule D, Part X, Line 2	THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ALL THE UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION.
Schedule D, Part XI, Line 2d	SCHOLARSHIP ALLOWANCE -$43,411,633 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $3,286,791
Schedule D, Part XI, Line 4b	Bond Interest Income $3,858
Schedule D, Part XII, Line 4b	SCHOLARSHIPS $43,411,633.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule E, Part I, Line 3

THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGS.

Schedule E, Part I, Line 6

FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE. THE UNIVERSITY WAS ALSO AWARDED FUNDING FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) THROUGH THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (THE "CARES") ACT TO PROVIDE EMERGENCY FINANCIAL AID GRANTS TO STUDENTS FOR EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS AND TO COVER EXPENSES ASSOCIATED WITH SIGNIFICANT CHANGES TO THE DELIVERY OF INSTRUCTION DUE TO THE CORONAVIRUS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	Grantmaking	$127,102
East Asia and the Pacific	Grantmaking	$151,533
Europe (including Iceland and Greenland)	Grantmaking	$391,812
Middle East and North Africa	Grantmaking	$308,204
North America (including Canada and Mexico, but not the United States)	Grantmaking	$19,553
Russia and the newly independent States	Grantmaking	$30,840
South America	Grantmaking	$58,980
South Asia	Grantmaking	$418,339
Sub-Saharan Africa	Grantmaking	$298,020
Central America and the Caribbean	Program Services	$148	Study Abroad
East Asia and the Pacific	Program Services	$1,256	Study Abroad
Central America and the Caribbean	Investments	$188,044,081	Investments in Cayman Islands

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$189,849,868	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Scholarships	Central America and the Caribbean	17	$127,102	Scholarship Credited to Student Account	FMV
Scholarships	East Asia and the Pacific	48	$151,533	Scholarship Credited to Student Account	FMV
Scholarships	Europe (including Iceland and Greenland)	32	$391,812	Scholarship Credited to Student Account	FMV
Scholarships	Middle East and North Africa	42	$308,204	Scholarship Credited to Student Account	FMV
Scholarships	North America (including Canada and Mexico, but not the United States)	6	$19,553	Scholarship Credited to Student Account	FMV
Scholarships	Russia and the newly independent States	1	$30,840	Scholarship Credited to Student Account	FMV
Scholarships	South America	5	$58,980	Scholarship Credited to Student Account	FMV
Scholarships	South Asia	64	$418,339	Scholarship Credited to Student Account	FMV
Scholarships	Sub-Saharan Africa	34	$298,020	Scholarship Credited to Student Account	FMV

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Non Cash AssistanceNonCashAssistanceDesc	Cash GrantCashGrantAmt
Scholarships awarded to students enrolled at the University of the South	1672	$41,059,252	Student's account is credited by the value of the scholarship award.
Emergency financial aid grants to students from the CARES act.	756			$547,998

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	MERIT BASED SCHOLARSHIPS AND NEED BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT OR SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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
John M McCardell Jr
Former Vice Chancellor/President	$483,335	$0	$0	$0	$20,133	$0	$41,250	$0	$24,174	$0	$568,892	$0	$0	$0
Nancy Berner
Acting Vice Chancellor/President	$231,841	$0	$0	$0	$258	$0	$37,860	$0	$26,258	$0	$296,217	$0	$0	$0
Earl Williams
Treasurer	$214,635	$0	$0	$0	$396	$0	$10,920	$0	$8,528	$0	$234,479	$0	$0	$0
Terry Papillon
Dean of the College	$205,310	$0	$0	$0	$396	$0	$10,869	$0	$28,378	$0	$244,953	$0	$0	$0
Eugene Prunty
Professor	$142,042	$0	$0	$0	$1,158	$0	$24,174	$0	$11,776	$0	$179,150	$0	$0	$0
Jay Fisher
Former VP of Advancement	$187,670	$0	$0	$0	$396	$0	$21,016	$0	$60,075	$0	$269,157	$0	$0	$0
Lucy Singer
Former Legal Counsel	$152,433	$0	$0	$0	$264	$0	$10,044	$0	$6,745	$0	$169,486	$0	$0	$0
Lee Ann Backlund
Former Dean of Admission	$187,181	$0	$0	$0	$396	$0	$9,859	$0	$12,332	$0	$209,768	$0	$0	$0
Neil Alexander
Former Dean of School of Theology	$168,881	$0	$0	$0	$2,223	$0	$32,294	$0	$7,913	$0	$211,311	$0	$0	$0
Reuben Brigety
Former Vice Chancellor/President	$335,744	$0	$0	$0	$53	$0	$6,875	$0	$51,863	$0	$394,535	$0	$0	$0
David Shipps
VP Econ Dev	$127,790	$0	$0	$0	$138	$0	$6,954	$0	$72,755	$0	$207,637	$0	$0	$0
Parker Oliver
Assoc VP Marketing	$146,142	$0	$0	$0	$138	$0	$7,965	$0	$36,697	$0	$190,942	$0	$0	$0
Scott Wilson
Vice Provost	$148,827	$0	$0	$0	$258	$0	$7,642	$0	$15,642	$0	$172,369	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCATED TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D).	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Franklin Co Health and Education Facilities Board
A	521282324	353325DG5	2012-11-08	$41,051,769	Dorm Renovation and New Dorm Construction	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324	353325DH3	2014-09-01	$27,321,337	Redemption of Prior Bonds and Deferred Maintenance	0	0	0
Franklin Co Health and Education Facilities Board
C	521282324	353325ED1	2015-04-01	$7,031,896	Dormitory Constuctions	0	0	0
Franklin Co Health and Education Facilities Board
D	521282324		2016-07-21	$3,000,000	Dorm Renovation	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$10,491,769	$0	$41,051,769	$0	$0	$0	$298,972	$0	$0	$37,814,339	$2,938,458	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$7,476,337	$0	$27,321,337	$0	$0	$0	$128,250	$0	$0	$14,236,245	$12,956,842	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	$696,896	$0	$7,031,896	$0	$0	$0	$91,535	$0	$0	$6,940,361	$0	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	$855,676	$0	$3,000,000	$0	$0	$0	$0	$0	$0	$3,000,000	$0	$0	2017	0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Franklin Co Health and Education Facilities Board
A	521282324	2017-10-24	$1,200,000	Library Renovation	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324	2019-03-28	$22,274,000	New Wellness Commons and renovations	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,142,941	$0	$1,200,000	$0	$0	$0	$0	$0	$0	$1,200,000	$0	$0	2018	0	0	Yes (1)	Yes (1)
B	$544,412	$0	$22,687,270	$0	$0	$0	$52,500	$0	$0	$9,237,531	$0	$13,449,739		0	0	0	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)	0	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule K, Part I, Column e-03/28/2019 22,274,000 Franklin Co Health and Education Facilities Board	FormAndLineReferenceDesc
Explanation	The total proceeds of issue includes $413,270 in interest earned on the bond proceeds.	ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
Various
Board and Others	$101,244	Need Based	Room, Board, Tuition Assistance
Various
Board and Others	$65,817	Merit Based	Room, Board, Tuition Assistance

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	No revenue reported	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	107	ContributionCnt
Noncash Contributions Rpt F990	$1,586,994	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Quoted Price	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$326,760	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Sale documents	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Horse	1	$0	No revenue reported
Yes (X)	Scientific Equipment	1	$0	No revenue reported

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 7a	THE DIOCESES ELECT OR APPOINT LAY TRUSTEES.
Form 990, Part VI, Section A, Line 7b	THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Section B, Line 11b	THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION.
Form 990, Part VI, Section B, Line 12c	IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSURE CONFLICTS.
Form 990, Part VI, Section B, Line 15	THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES.
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. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.
Form 990, Part XI, Line 9	Change in value of split-interest agreements.

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	Extension filed.	ExplanationTxt