2020-03-23T13:04:47-05:00 2019-06-30 560574444 CHERRY BEKAERT LLP 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990 2018-07-01 570314374 CLAFLIN UNIVERSITY CLAF 8035355413 400 MAGNOLIA ST ORANGEBURG SC 29115 TIJUANA HUDSON VICE PRESIDENT FISCAL AFFAIRS 8035355413 2020-03-12 1 AMANDA ADAMS P00748038 8642333981 66.168.122.91 2020-03-12 11:27:03 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7F6CCF0CB4081015FD8E7383A60227A55661592A 2018 2020-11-19 02:30:22Z DR DWAUN WARMACK 400 MAGNOLIA ST ORANGEBURG SC 29115 60940423 0 X WWW.CLAFLIN.EDU X 1869 SC CLAFLIN UNIVERSITY IS AN INDEPENDENT, LIBERAL ARTS, CO-EDUCATIONAL, HISTORICALLY BLACK INSTITUTION THAT IS AFFILIATED WITH THE UNITED METHODIST CHURCH. IT IS DEDICATED TO EDUCATIONAL EXCELLENCE AND TO PREPARING STUDENTS WITHOUT REGARD TO GENDER, RACE, RELIGION OR ETHNIC ORIGIN. IT IS COMMITTED TO OFFERING QUALITY UNDERGRADUATE PROGRAMS, SELECT GRADUATE PROGRAMS, AND VIABLE CONTINUING EDUCATION OPPORTUNITIES. IN FISCAL YEAR 2019, APPROXIMATELY 2,400 STUDENTS WERE ENROLLED AT THE UNIVERSITY. 20 20 1132 250 13610 0 11664492 11411486 45655907 46563748 2321336 1175572 185616 215904 59827351 59366710 7940417 9366218 0 0 28008789 27740191 0 0 2315301 23444317 27607413 59393523 64713822 433828 -5347112 102577876 95352411 41529575 39080115 61048301 56272296 X CLAFLIN IS COMMITTED TO EXCELLENCE IN TEACHING, RESEARCH, AND CREATIVE EXPRESSION. WE ARE GUIDED BY A SET OF PRINCIPLES THAT HELP US WORK TOWARD OUR GOAL OF EQUIPPING STUDENTS WITH THE NECESSARY TOOLS FOR PERSONAL AND PROFESSIONAL GROWTH. WE ARE COMMITTED TO OFFERING QUALITY UNDERGRADUATE PROGRAMS, INNOVATIVE GRADUATE PROGRAMS, AND VIABLE CONTINUING EDUCATION OPPORTUNITIES. BY DESIGN, WE HAVE EMERGED AS A NATIONAL LEADER IN COMPREHENSIVE EDUCATION AND CONTINUE TO ENGAGE IN A STRATEGIC PLAN WHICH OUTLINES AN ENHANCED VISION OF ACADEMIC EXCELLENCE WITH GREATER EMPHASIS ON RESEARCH, SCHOLARLY CONTRIBUTIONS AND CREATIVE ACTIVITY. 0 0 30739991 7338483 33673616 INSTRUCTIONAL:CLAFLIN'S PRIMARY EXEMPT PURPOSE ACHIEVEMENT IS TO PROVIDE A HIGHER EDUCATION TO STUDENTS UNDER A COLLEGE DEGREE PROGRAM. CLAFLIN HAS FOUR SCHOOLS CONSISTING OF THE SCHOOL OF EDUCATION, SCHOOL OF NATURAL SCIENCE AND MATHEMATICS, SCHOOL OF BUSINESS AND SCHOOL OF HUMANITIES AND SOCIAL SCIENCE AS WELL AS THE CENTER FOR PROFESSIONAL AND CONTINUING STUDIES. COURSES ARE OFFERED LEADING TO THE AWARD OF THE BACHELOR OF ARTS IN 14 MAJORS, BACHELOR OF SCIENCE IN 23 MAJORS AND A MASTERS OF BUSINESS ADMINISTRATION. 7805959 12409186 AUXILIARY SERVICES:THE UNIVERSITY CONDUCTED AUXILIARY ENTERPRISES FOR THE CONVENIENCE OF STUDENTS, FACULTY, STAFF AND THE COMMUNITY-AT-LARGE. AUXILIARY ENTERPRISES CONSIST OF INTERCOLLEGIATE ATHLETICS, STUDENT HOUSING, FOOD SERVICE AND PRINT SHOP. THE UNIVERSITY PARTICIPATES IN NCAA DIVISION II ATHLETICS AND ITS PROGRAMS CONSIST OF FOUR SPORTS FOR MEN AND FIVE SPORTS FOR WOMEN. 4038213 467336 STUDENT SERVICES:CLAFLIN UNIVERSITY IS WEDDED TO THE IDEA THAT ACADEMIC ACHIEVEMENT IS FACILITATED BY A WELL-BALANCED AND WELL-ROUNDED PROGRAM OF STUDENT ACTIVITIES AND SERVICES. AS THE NAME IMPLIES, STUDENT DEVELOPMENT AND SERVICES OPERATES PRIMARILY FOR STUDENTS. THIS UNIT SEEKS TO SERVE STUDENTS BOTH DIRECTLY AND INDIRECTLY: DIRECTLY IN THAT IT ANTICIPATES AND PROVIDES FOR THEIR PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS AND INDIRECTLY IN THAT, IN ITS TOTALITY, IT HELPS TO BUILD THE MORALE OF THE STUDENT BODY. STUDENT SERVICES PROGRAMS INCLUDE CAREER SERVICES, STUDENT HEALTH SERVICES, COUNSELING CENTER, CHAPLAIN SERVICES, FINANCIAL AID, ADMISSIONS, RECORDS, RESIDENTIAL LIFE AND STUDENT GOVERNMENT. 2027735 2027735 THE UNIVERSITY PROVIDED SUPPORT TO PANTHER HEALTH PARTNERS INC. TO FACILITATE NEW MARKET TAX CREDIT TRANSACTIONS FOR THE BUILDING OF A HEALTH AND WELLNESS CENTER TO SERVE THE UNIVERSITY AND THE ORANGEBURG COMMUNITY. 2027735 2027735 44611898 1 1 0 0 0 0 0 1 1 1 1 0 1 0 1 0 0 1 1 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 133 0 1 1132 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X TIJUANA HUDSON 8035355197 400 MAGNOLIA STREET ORANGEBURG SC 29115 JAMES K LEHMAN EXECUTIVE CHAIRMAN 0.50 0.00 X X 0 0 0 CALVIN H ELAM VICE CHAIRMAN 0.50 0.00 X X 0 0 0 WILLIAM L THOMPSON TREASURER 0.50 0.00 X X 0 0 0 JANICE W MARSHALL SECRETARY 0.50 0.00 X X 0 0 0 JOAN S STEVENS ASSOCIATE SECRETARY 0.50 0.00 X X 0 0 0 DAVID CAMPBELL MEMBER 0.50 0.00 X 0 0 0 KEITH M CLARKE MEMBER 0.50 0.00 X 0 0 0 TED CREECH MEMBER 0.50 0.00 X 0 0 0 REV DR ROBIN DEASE MEMBER 0.50 0.00 X 0 0 0 WILLIE L FRAZIER MEMBER 0.50 0.00 X 0 0 0 MOSES L HARVIN MEMBER 0.50 0.00 X 0 0 0 JOHN O HERRING MEMBER 0.50 0.00 X 0 0 0 WILLIAM H JOHNSON MEMBER 0.50 0.00 X 0 0 0 VIRGIL MILLER MEMBER 0.50 0.00 X 0 0 0 HEMA PATEL MEMBER 0.50 0.00 X 0 0 0 LESSIE B PRICE MEMBER 0.50 0.00 X 0 0 0 ROBERT SCARBOROUGH MEMBER 0.50 0.00 X 0 0 0 REV DR ALBERT SHULER MEMBER 0.50 0.00 X 0 0 0 ISAAC TEMPLETON JR MEMBER 0.50 0.00 X 0 0 0 THOMAS W WYATT MEMBER 0.50 0.00 X 0 0 0 DR HENRY N TISDALE PRESIDENT 40.00 0.00 X 936863 0 78050 TIJUANA HUDSON VP FISCAL AFFAIRS 40.00 1.00 X 189465 0 15716 KARL WRIGHT PROVOST/CHIEF ACADEMIC OFFICER 40.00 0.00 X 234285 0 26338 ZIA HASAN VP INSTITUTIONAL EFFECTIVENESS 40.00 0.00 X 190247 0 14268 LEROY A DURANT VP STUDENT DEVELOPMENT 40.00 0.00 X 181356 0 20300 DREXEL BALL VP FOR ADMINISTRATION 40.00 0.00 X 181033 0 25243 WHITTAKER VERNON MIDDLETON VP INSTITUTIONAL ADVANCEMENT 40.00 0.00 X 180485 0 14363 ANGELA PETERS ASST. PROVOST ACADEMIC AFFAIRS 40.00 0.00 X 134402 0 5362 2228136 0 199640 23 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152626170 FOOD AND FACILITY SERVICES 6189817 W O BLACKSTONE & CO INC PO BOX 88 COLUMBIA SC 29202 PLUMBING SERVICES 542766 EAB GLOBAL INC PO BOX 603519 CHARLOTTE NC 282603519 STUDENT MARKETING 521721 RICOH PROFESSIONAL SERVICES PO BOX 532530 ATLANTA GA 303532530 COPIER SERVICES 370136 THE LEARNING HOUSE INC 427 SOUTH FOURTH ST STE 300 LOUISVILLE KY 402023493 ONLINE COURSE ENROLLMENT 327483 13 440594 7237231 3733661 36939 11411486 TUITION AND FEES 900099 33673616 33673616 AUXILIARY SERVICES 900099 12409186 12409186 STUDENT SERVICES 900099 480946 467336 13610 46563748 878850 878850 305067 0 305067 305067 305067 1448955 136962 1289195 0 159760 136962 296722 296722 195355 440594 284518 -89163 -89163 59366710 46550138 13610 1391476 X 2027735 2027735 7338483 7338483 1445383 1445383 21368763 16287453 4018926 1062384 871238 584075 260505 26658 2365474 1493382 741305 130787 1689333 1192526 418934 77873 95670 95670 157238 157238 235584 235584 7059687 3462585 3346394 250708 334934 19168 36773 278993 1946721 1157093 586037 203591 2752325 639274 2075104 37947 1728305 1435016 191351 101938 835907 537142 298765 3040192 1953581 1086611 588793 588793 BAD DEBT EXPENSE 2283433 2283433 REPAIRS & MAINTENANCE 2101435 518343 1539102 43990 DUES AND MEMBERSHIPS 199387 97689 95601 6097 O&M ALLOCATIONS 0 3657756 -3657756 4247802 2210597 1942870 94335 64713822 44611898 17786623 2315301 729664 571408 3349107 2561104 2919612 1535350 3687715 850308 427782 326580 110301944 55019207 57354986 55282737 25363426 26343488 2242588 2275817 5548550 5548550 954446 57069 102577876 95352411 6385776 6382071 2712973 2199365 458270 601903 29055123 28189860 1836000 1467000 1081433 239916 41529575 39080115 X 31629516 30795620 7560147 2625005 21858638 22851671 61048301 56272296 102577876 95352411 X -5347112 526652 44455 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 1 X 19399439 2109427 765191 746474 21527583 18277072 621897 1227387 726917 19399439 17712827 915907 851038 1202700 18277072 17536022 839629 225071 887895 17712827 17109689 880645 415336 869648 17536022 0.00000 0.95770 0.04230 0 0 3003856 3003856 77283421 39873053 37410368 25639906 13228468 12411438 4374761 1917686 2457075 55282737 NMTC LEVERAGE LOAN 5548550 F 5548550 OBLIGATIONS UNDER CAPITAL LEASE 239916 239916 PART III, LINE 4: THE MUSEUM, AS WELL AS POINTS ABOUT THE CAMPUS GROUNDS, CONTAIN BOTH PERMANENT AND ONGOING ART EXHIBITS AND ARE OPEN TO UNIVERSITY STUDENTS AND THE PUBLIC. PUBLIC SCHOOL STUDENTS AND THE LOCAL COMMUNITY OFTEN VISIT THE MUSEUM AND OTHER PARTS OF THE CAMPUS WHERE ART IS EXHIBITED. THE MUSEUM IS AN INTEGRAL PART OF OUR PEDAGOGY FOR STUDENTS MAJORING IN ART, AS WELL AS ALL OTHER STUDENTS. THE MUSEUM COLLECTION, AND OTHER ART ABOUT THE CAMPUS, FURTHER SUPPORT THE MISSION OF THE UNIVERSITY BY PROVIDING VALUABLE EXPOSURE TO THE ARTS FOR OUR STUDENTS AND WORKING TO PRESERVE THE ARTS FOR FUTURE GENERATIONS. PART IV, LINE 2B: FUNDS HELD IN A CUSTODIAL CAPACITY REPRESENT FUNDS HELD ON BEHALF OF STUDENT ORGANIZATIONS AND FUNDS THAT BELONG TO STUDENTS THAT ARE ALLOWED TO BE SPENT ON CAMPUS (EX: BOOKSTORE VOUCHERS AND PANTHER BUCKS). PART V, LINE 4: THE ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF EDUCATIONAL PURPOSES BASED ON DONOR-IMPOSED RESTRICTIONS IN THE GIFT. THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 390 INDIVIDUAL FUNDS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATION STATEMENTS ARE PRINTED ON THE APPLICATION FOR ADMISSIONS AND COLLEGE BROCHURE MATERIALS. IT IS ALSO BROADCAST IN MEDIA AND NEWSPAPER ON AN ANNUAL BASIS. SCHEDULE E, PART I, LINE 6 CLAFLIN UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM VARIOUS AGENCIES OF THE UNITED STATES AND AGENCIES OF THE GOVERNMENT OF THE STATE OF SOUTH CAROLINA. THE FINANCIAL AID AND/OR ASSISTANCE IS FOR RESEARCH PERFORMED BY PROFESSORS OF THE UNIVERSITY FOR VARIOUS AGENCIES. OTHER FINANCIAL AID AND/OR ASSISTANCE ARE PASSTHROUGH FUNDS OF THE TITLE IV AND/OR STATE OF SOUTH CAROLINA FINANCIAL AID FOR ITS STUDENTS, AS WELL AS AGENCY FUNDS WHEREBY THE UNIVERSITY IS A DISBURSING AGENT ACTING ON BEHALF OF A GOVERNMENT AGENCY. SOUTH ASIA 0 0 PROGRAM SERVICES CONFERENCE 651 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD AND CONFERENCES 16458 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATIONAL CONFERENCES 12123 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FACULTY EXCHANGE PROGRAM, STUDY ABROAD, AND CONFERENCE 31907 0 0 0 0 0 0 61139 0 61139 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD OF ACCOUNTING. PRESIDENT'S RETIREMENT GALA 357020 323023 33997 9342 49926 33500 50861 PRESIDENTIAL GALA 192489 46959 145530 3198 7630 107410 2680 2 86440 70612 15828 1000 4377 11468 1600 1526 635949 440594 195355 1000 16917 69024 142510 55067 284518 -89163 1 PANTHER HEALTH PARTNERS INC 400 MAGNOLIA STREET ORANGEBURG SC 29115 815369320 501(C)(3) 141027 1886708 BOOK VALUE CONSTRUCTION IN PROCESS TRANSFERS RELATED TO CONSTRUCTION OF NEW HEALTH AND WELLNESS CENTER 1 0 TUITION DISCOUNTS & SCHOLARSHIPS 1401 0 7338483 BOOK TUITION REDUCTION PART I, LINE 2: GRANTS TO ORGANIZATIONS: THE UNIVERSITY MADE A GRANT OF REAL PROPERTY AND CASH THIS YEAR TO PANTHER HEALTH PARTNERS, A SUPPORTING ORGANIZATION, FOR THE PURPOSE OF A RENOVATION AND CONSTRUCTION PROJECT RELATED TO A HEALTH AND WELLNESS CENTER TO BENEFIT THE UNIVERSITY AND THE ORANGEBURG COMMUNITY. THE CLOSE RELATIONSHIP BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE PROPERTY FOR ITS INTENDED PURPOSES. GRANTS TO INDIVIDUALS: THE UNIVERSITY'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS REQUIRES THE VERIFICATION OF 1) ENROLLMENT STATUS, 2) NUMBER OF HOURS ENROLLED, 3) NUMBER OF EARNED CREDIT HOURS, 4) GPA, AND 5) HOUSING STATUS. IN ADDITION, A REVIEW OF STUDENT ACADEMIC PERFORMANCE IS CONDUCTED EACH SEMESTER TO DETERMINE OVERALL STANDING IN RELATION TO THE COLLEGE'S ESTABLISHED SATISFACTORY ACADEMIC POLICY (SAP). X X 1 1 X X 0 1 0 0 0 0 0 0 0 DR HENRY N TISDALE PRESIDENT 414010 0 0 0 522853 0 66385 0 11665 0 1014913 0 522853 0 TIJUANA HUDSON VP FISCAL AFFAIRS 189465 0 0 0 0 0 0 0 15716 0 205181 0 0 0 KARL WRIGHT PROVOST/CHIEF ACADEMIC OFFICER 234285 0 0 0 0 0 14673 0 11665 0 260623 0 0 0 ZIA HASAN VP INSTITUTIONAL EFFECTIVENESS 190247 0 0 0 0 0 14268 0 0 0 204515 0 0 0 LEROY A DURANT VP STUDENT DEVELOPMENT 181356 0 0 0 0 0 13602 0 6698 0 201656 0 0 0 DREXEL BALL VP FOR ADMINISTRATION 181033 0 0 0 0 0 13578 0 11665 0 206276 0 0 0 WHITTAKER VERNON MIDDLETON VP INSTITUTIONAL ADVANCEMENT 180485 0 0 0 0 0 13536 0 827 0 194848 0 0 0 PART I, LINE 1A THE PRESIDENT IS PROVIDED WITH A RESIDENCE FOR PERSONAL USE. THE RESIDENCE IS PROVIDED FOR THE CONVENIENCE OF THE COLLEGE IN HAVING THE FUNCTIONS OF THE OFFICE OF THE PRESIDENT EFFICIENTLY CONDUCTED AND AS A CONDITION OF EMPLOYMENT AS PRESIDENT OF THE COLLEGE. THE PRESIDENT IS ALSO PROVIDED WITH CLEANING SERVICES FOR HIS RESIDENCE. THIS IS A NONTAXABLE BENEFIT. PART I, LINE 4B DR. TISDALE PARTICIPATED IN A SECTION 457F PLAN. HE RETIRED ON JUNE 30, 2019 AND WAS FULLY VESTED IN THE PLAN. FOR CALENDAR YEAR 2018, $35,334 WAS CONTRIBUTED TO THE PLAN AND $522,853 WAS PAID OUT OF THE PLAN IN JULY 2018 AS PART OF DR. TISDALE'S RETIREMENT. X 337 FMV X 1 12502 FMV X 1 11000 TAX VALUE X CONF. REGISTRATION 1 12000 FMV X SUPPLIES/OTHER 4 1100 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE 990 PRIOR TO FILING FOR THEIR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY IS REVIEWED ANNUALLY DURING THE FALL BOARD MEETING. BOARD MEMBERS AND KEY EMPLOYEES SIGN AN ANNUAL STATEMENT TO ACKNOWLEDGE THAT NO CONFLICTS EXIST. IN THE COURSE OF MEETINGS AND/OR ACTIVITIES, A BOARD MEMBER OR KEY EMPLOYEE WILL DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE HE/SHE, INCLUDING THEIR BUSINESS AND/OR OTHER NON-PROFIT AFFILIATIONS, FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER, OR CLOSE ASSOCIATE WILL RECEIVE A POTENTIAL BENEFIT OR GAIN. AFTER DISCLOSURE OF ANY POSSIBLE CONFLICT OF INTEREST, THE PERSON WILL BE ASKED TO LEAVE THE ROOM FOR THE DISCUSSION AND WILL NOT BE PERMITTED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES COMPARABILITY DATA (FROM FORMS 990 OF OTHER ORGANIZATIONS AND FROM COMPENSATION SURVEYS) TO DETERMINE THE SALARY FOR THE PRESIDENT. THE PRESIDENT'S SALARY IS DETERMINED AND APPROVED BY THE INDEPENDENT BOARD OF TRUSTEES AFTER AN ANNUAL REVIEW AND AFTER THE COMPARABILITY DATA IS REVIEWED. THE INDIVIDUALS APPROVING THE COMPENSATION AND THE DATA UPON WHICH THEY RELIED IS DOCUMENTED BY FORMAL LETTER TO THE PRESIDENT. THE PRESIDENT FOLLOWS SIMILAR GUIDELINES IN HIS DETERMINATION OF COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS/PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,462,585. MANAGEMENT AND GENERAL EXPENSES 3,346,394. FUNDRAISING EXPENSES 250,708. TOTAL EXPENSES 7,059,687. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 44,455. PANTHER HEALTH PARTNERS INC 400 MAGNOLIA STREET ORANGEBURG SC 29115 815369320 SUPPORTING ORGANIZATION SC 501(C)(3) LINE 12C, III-FI N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PANTHER HEALTH PARTNERS INC B 2027735 BOOK VALUE