2020-07-07T14:15:30-07:00 2019-06-30 990 2018-07-01 620475697 The University of the South UNIV 9315981349 735 University Ave Sewanee TN 373831000 Douglass Williams Treasurer 9315981349 2020-07-07 152.97.96.197 2018 2021-01-29 14:40:06Z John McCardell 735 University Ave Sewanee TN 373831000 278555897 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 143 138 1980 1400 3865879 105275 25478439 29648573 110923424 117095553 27727640 16143148 1218050 1134743 165347553 164022017 34324893 36649497 0 0 61193487 62744679 0 0 2768586 47863443 46343930 143381823 145738106 21965730 18283911 711275600 748650415 92666360 111915000 618609240 636735415 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. 0 0 84239244 36649497 82169046 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. 15403909 0 1875033 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. 16287201 0 31572100 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. 5758319 0 1479374 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. 5758319 0 1479374 121688673 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 32 0 1 1980 1 1 1 1 SP 0 0 0 0 0 0 0 0 0 0 X 143 138 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 AL AR FL HI MD NC NH NY OR TN TX WA X Doug Williams 9315981349 735 University Ave Sewanee TN 373831000 Alice Courtright Board Member 2 X 0 0 0 Catherine Carlisi Board Member 2 X 0 0 0 David Bale Board Member 2 X 0 0 0 David Dye Board Member 2 X 0 0 0 Forrest McClain Board Member 2 X 0 0 0 George B Elliott Jr Board Member 2 X 0 0 0 Grover Cleveland Maxwell III Board Member 2 X 0 0 0 James Donald Folds Jr Board Member 2 X 0 0 0 Karen W Booth Board Member 2 X 0 0 0 Mrs Christina Randall Vial Comer Board Member 2 X 0 0 0 Mrs Fairlie Scott Herron Board Member 2 X 0 0 0 Newell Smith Harbin Board Member 2 X 0 0 0 Paul Pearigen Board Member 2 X 0 0 0 Rayid Ghani Board Member 2 X 0 0 0 Roger Duane Allen Board Member 2 X 0 0 0 Sandy Guitar Wallis Board Member 2 X 0 0 0 Thomas C Purdy Board Member 2 X 0 0 0 Gladstone B Adams Board Member 2 X 0 0 0 Jane Hart Lewis Board Member 2 X 0 0 0 Tom Miller Board Member 2 X 0 0 0 Benton Williamson Board Member 2 X 0 0 0 Jose A McLoughlin Board Member 2 X 0 0 0 Mrs Christina Butterworth Board Member 2 X 0 0 0 W Bentley Manning Board Member 2 X 0 0 0 William C Stiefel Jr Board Member 2 X 0 0 0 Jacob W Owensby Board Member 2 X 0 0 0 Mrs Andrea Marie Rabalais Petrosh Board Member 2 X 0 0 0 Paul D Martin Board Member 2 X 0 0 0 Philip Earhart Board Member 2 X 0 0 0 David M Reed Board Member 2 X 0 0 0 Jennifer Brooke Davidson Board Member 2 X 0 0 0 Mrs Rebecca Elizabeth Landry Board Member 2 X 0 0 0 Ramiro Lopez Jr Board Member 2 X 0 0 0 Shawn B Pettus Board Member 2 X 0 0 0 Amy George Board Member 2 X 0 0 0 Don E Johnson Board Member 2 X 0 0 0 George Gunther Clarke Jr Board Member 2 X 0 0 0 Phoebe Roaf Board Member 2 X 0 0 0 William L Nichol V Board Member 2 X 0 0 0 Molly Dougall Board Member 2 X 0 0 0 Robert L Brown Board Member 2 X 0 0 0 W Andrew Waldo Board Member 2 X 0 0 0 Kai Rodning Board Member 2 X 0 0 0 James Russell Kendrick Board Member 2 X 0 0 0 John H Riggin Board Member 2 X 0 0 0 Scott Remington Board Member 2 X 0 0 0 Ben Okoh Board Member 2 X 0 0 0 C Andrew Doyle Board Member 2 X 0 0 0 Jeff W Fisher Board Member 2 X 0 0 0 Mrs Patricia K Houser Board Member 2 X 0 0 0 W Charles Treadwell III Board Member 2 X 0 0 0 Canon Gene B Manning Board Member 2 X 0 0 0 H E Miller Jr Board Member 2 X 0 0 0 John C Bauerschmidt Board Member 2 X 0 0 0 WA Stringer Board Member 2 X 0 0 0 Aaron Waddington Welch II Board Member 2 X 0 0 0 Alexander Andujar Board Member 2 X 0 0 0 Jeffery Patenaude Board Member 2 X 0 0 0 Andrew Carter Board Member 2 X 0 0 0 Benjamin Thomas Board Member 2 X 0 0 0 Mrs Alyson Keith Crouch Hardin Board Member 2 X 0 0 0 Peter D Eaton Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Barbara Kirk Norris Board Member 2 X 0 0 0 John A Hill Board Member 2 X 0 0 0 Ken Baxter Board Member 2 X 0 0 0 Anne Hodges Copple Board Member 2 X 0 0 0 Emerson Bell Board Member 2 X 0 0 0 George Brine Board Member 2 X 0 0 0 Robert B Cook Jr Board Member 2 X 0 0 0 Samuel S Rodman III Board Member 2 X 0 0 0 Christopher V Sturgeon Board Member 2 X 0 0 0 Doris A Colby Westfall Board Member 2 X 0 0 0 George Wayne Smith Board Member 2 X 0 0 0 John R Lauless Board Member 2 X 0 0 0 Brian Richard Seage Board Member 2 X 0 0 0 David A Elliott III Board Member 2 X 0 0 0 Michael Scott Davis Board Member 2 X 0 0 0 Mrs Whitney Robinson Board Member 2 X 0 0 0 Drew A Broach Board Member 2 X 0 0 0 Jason Akers Board Member 2 X 0 0 0 Morris K Thompson Jr Board Member 2 X 0 0 0 Ralph F Howe Jr Board Member 2 X 0 0 0 Hilary Jarvis Board Member 2 X 0 0 0 Mark A Van Koevering Board Member 2 X 0 0 0 Mrs Allison Moreman Board Member 2 X 0 0 0 Dcn Michael Vollman Board Member 2 X 0 0 0 Leslie Newman Board Member 2 X 0 0 0 Stephanie Miller Board Member 2 X 0 0 0 Terry Allen White Board Member 2 X 0 0 0 Mrs Isabella Stuart Reeves Board Member 2 X 0 0 0 Mrs Valerie Tan Crumpton Board Member 2 X 0 0 0 Scott Anson Benhase Board Member 2 X 0 0 0 Ted Clarkson Board Member 2 X 0 0 0 Jill McClendon Board Member 2 X 0 0 0 Mrs Suzanne Meyers Board Member 2 X 0 0 0 Suzi Robertson Board Member 2 X 0 0 0 Felicia Bullock Board Member 2 X 0 0 0 Jackson Byron Greene Board Member 2 X 0 0 0 Malcolm Jopling Board Member 2 X 0 0 0 Samuel Johnson Howard Board Member 2 X 0 0 0 Brian Cole Board Member 2 X 0 0 0 David Sanders Board Member 2 X 0 0 0 Robert Gieselmann Board Member 2 X 0 0 0 Troy Eichenberger Board Member 2 X 0 0 0 J Thomas Sutton Board Member 2 X 0 0 0 Pamela Stringer Board Member 2 X 0 0 0 Tara Bartal Board Member 2 X 0 0 0 George R Sumner Jr Board Member 2 X 0 0 0 Michael G Smith Board Member 2 X 0 0 0 Mrs Melissa Hubbell Board Member 2 X 0 0 0 Orrin Harrison Board Member 2 X 0 0 0 Paul Klitzke Board Member 2 X 0 0 0 Frank B Gummey III Board Member 2 X 0 0 0 Gregory O Brewer Board Member 2 X 0 0 0 James M Dorn Board Member 2 X 0 0 0 Parker Bauer Board Member 2 X 0 0 0 George B Williamson Board Member 2 X 0 0 0 Nikki Mathis Board Member 2 X 0 0 0 Robert C Wright Board Member 2 X 0 0 0 Tammy Pallot Board Member 2 X 0 0 0 James D McDonald Board Member 2 X 0 0 0 John Flynn Board Member 2 X 0 0 0 Larry R Benfield Board Member 2 X 0 0 0 Rob Donehue Board Member 2 X 0 0 0 Thomas Christoph Keller Board Member 2 X 0 0 0 Elenor Lucius Anderson Board Member 2 X 0 0 0 John McKee Sloan Board Member 2 X 0 0 0 Joseph B Mays Jr Board Member 2 X 0 0 0 Norman Jetmundsen Board Member 2 X 0 0 0 Malicat Chouyouti Board Member 2 X 0 0 0 Sarah Strand Board Member 2 X 0 0 0 Ann Patterson Rhyne Board Member 2 X 0 0 0 Anna Laura Spencer Board Member 2 X 0 0 0 Buckner Hinkle Jr Board Member 2 X 0 0 0 Dabney Tyler Smith Board Member 2 X 0 0 0 David Bruce Johnson Board Member 2 X 0 0 0 Edwin Everett Puri Board Member 2 X 0 0 0 Elliott M Harrigan Board Member 2 X 0 0 0 Joseph DeLozier III Board Member 2 X 0 0 0 Katherine J Nielsen Board Member 2 X 0 0 0 Margaret P McLarty Board Member 2 X 0 0 0 Michael Carlisle Board Member 2 X 0 0 0 Montague L Boyd IV Board Member 2 X 0 0 0 Nancee Lea Martin Board Member 2 X 0 0 0 Reid Thomas Funston Sr Board Member 2 X 0 0 0 Renia R Dotson Board Member 2 X 0 0 0 Robert S Skirving Board Member 2 X 0 0 0 Kasey Taylor Board Member 2 X 0 0 0 Noah Stansbury Board Member 2 X 0 0 0 Curtis Johnson Board Member 2 X 0 0 0 Nickie Peardon Board Member 2 X 0 0 0 Catherine Cavagnaro Board Member 40 X 98584 0 80503 William H Rue Jr Board Member 2.00 X 0 0 0 Donna Murdock Board Member 40 X 89226 0 14269 Whitney Franklin Board Member 40 X 58080 0 11884 Virginia Craighill Board Member 40 X 55719 0 39512 Rob MacSwain Board Member 40 X 51178 0 19813 John M McCardell Jr Vice Chancellor/President 40 X 585153 0 73153 Nancy Berner Provost 40 X 243951 0 73872 Earl Williams Treasurer 40 X 208425 0 25956 Terry Papillon Dean of the College 40 X 200003 0 44762 Jay Fisher VP of Advancement 40 X 192188 0 77975 Lucy Singer Legal Counsel 40 X 191025 0 46780 Lee Ann Backlund Dean of Admission 40 X 182571 0 28024 Neil Alexander Dean of School of Theology 40 X 164485 0 41242 William Gentry Dean of Students 40 X 206775 0 25156 Eugene Prunty Professor 40 X 196675 0 39314 Vicki Sells Assoc Provost IT 40 X 153115 0 20512 Eric Hartman VP Risk Assessment 40 X 149008 0 51967 Terri Williams Assoc VP Advancement 40 X 145711 0 20788 Paul Wiley Asst Provost Academic Svs/Inst Research 40 X 143060 0 60585 3314932 0 796067 101 0 1 0 American Constructors Inc PO Box 120129 Nashville TN 37212 Construction 1761140 Edgehill Endowment Partners 205 Whitney Avenue Suite 201 New Haven CT 06511 Endowment Management 1114620 Ebsco Information Services 17 19 Washington St Tenafly NJ 07670 Research Databases 473199 Gallaher and Associates 3351 Regal Dr Alcoa TN 37701 Security and Networking 278937 Ruffalo Noel Levitz PO Box 718 Des Moines IA 50303 Research Data Analytics 277391 53 0 0 0 0 644952 29003621 1506932 29648573 Tuition and Fees 611310 81537182 81537182 0 0 Auxiliary Sales and Services 611310 31563993 27686325 3877668 0 Education Sales and Services 611310 1622228 1622228 0 0 2372150 2372150 0 0 117095553 21868108 0 -11789 21879897 92124 0 0 92124 1134743 0 0 1134743 0 0 108716796 0 114533880 0 -5817084 0 -5817084 0 0 -5817084 0 0 164022017 113217885 3865879 17289680 0 0 35554130 35554130 1095367 1095367 0 0 3613628 1571935 1904330 137363 0 0 0 0 44444759 34811152 8266002 1367605 4054302 3058837 864938 130527 7602641 6454434 908717 239490 3029349 2285544 646276 97529 0 0 0 0 119862 52451 67271 140 109098 49 109049 0 0 0 0 0 0 0 1396478 0 1396478 0 13869752 12281883 1337119 250750 2026989 1595762 389236 41991 2057772 1895386 120571 41815 984245 351897 628819 3529 16992 14392 2600 1003936 830127 164309 9500 2352838 1935803 320200 96835 0 0 0 0 857538 733601 123937 0 2620428 2620401 27 0 0 0 0 0 6837822 5852075 985747 0 864763 110762 750466 3535 Food 5125407 4130513 922652 72242 Equipment Rental/Maintenance 537229 429011 101503 6715 Utilities 2588221 2545894 42327 0 Renewals and Replacements 1447220 998354 445912 2954 1527340 478913 782361 266066 145738106 121688673 21280847 2768586 8057930 7491758 61306856 85332850 26360056 35721470 578876 734704 0 0 0 211895 204127 464372 508901 1453104 1232151 299935518 102675878 198988495 197259640 80501613 88016372 301333265 300628664 1917139 1565180 4221882 4020778 25880117 25933820 711275600 748650415 11327048 11218435 613571 1258156 74854062 93034262 5871679 6404147 92666360 111915000 X 243410815 252912187 200451242 203393087 174747183 180430141 618609240 636735415 711275600 748650415 X 18283911 -383949 0 0 0 226213 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208 0 0 0 1 1 450 9800 1 0 0 X X X 0 410985859 4926176 13593015 9538462 11197325 0 408769263 395006424 14115944 24387177 10360896 12162790 0 410985859 357773319 14105503 42908044 9099003 10681439 0 395006424 377821984 7400502 -7943606 8972559 10533002 0 357773319 374301967 10710941 9749367 7806830 9133461 0 377821984 0.23 0.42 0.35 1 0 0 19676302 19676302 196779 233354799 69440147 164111431 0 0 0 0 0 40494638 33235731 7258907 0 6213000 0 6213000 197259640 Global Equities 153096484 F Hedge Funds 62416773 F Private Equity 85115407 F 300628664 0 Refundable Government Advances (Perkins) 2239855 Postretirement benefit liability 4164292 6404147 X 126099053 -383949 0 0 -36423284 -36807233 162906286 1115731 0 1115731 164022017 107972878 0 0 0 0 0 107972878 1115731 36649497 37765228 145738106 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. 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 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 Contra Revenue - Scholarship Allowance -$36,649,497 Change in value of split interest agreement $226,213 Schedule D, Part XII, Line 4b Contra Revenue - Scholarships $36,649,497 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 Central America and the Caribbean 0 0 Investments Investments in Central American and the Caribbean 146785894 Central America and the Caribbean 0 0 Grantmaking 67256 East Asia and the Pacific 0 0 Grantmaking 149175 Europe (including Iceland and Greenland) 0 0 Grantmaking 342998 Middle East and North Africa 0 0 Grantmaking 67914 Russia and the newly independent States 0 0 Grantmaking 45120 South Asia 0 0 Grantmaking 202310 Sub-Saharan Africa 0 0 Grantmaking 265714 Central America and the Caribbean 0 3 Program Services Study abroad 44234 East Asia and the Pacific 0 2 Program Services Study abroad 37693 Europe (including Iceland and Greenland) 0 5 Program Services Study abroad 473711 Russia and the newly independent States 0 2 Program Services Study abroad 82869 0 12 148564888 Scholarships Central America and the Caribbean 3 0 67256 Scholarship credited to Students' account. FMV Scholarships East Asia and the Pacific 17 149175 Scholarship credited to Students' account. FMV Scholarships Europe (including Iceland and Greenland) 10 342998 Scholarship credited to Students' account. FMV Scholarships Middle East and North Africa 2 67914 Scholarship credited to Students' account FMV Scholarships Russia and the newly independent States 1 45120 Scholarship credited to student's account FMV Scholarships South Asia 7 203310 Scholarship credited to Students' account. FMV Scholarships Sub-Saharan Africa 9 265714 Scholarship credited to Students' account FMV 1 0 1 1 1 0 Schedule F, Part I, Line 2 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. 1 Scholarships awarded to students enrolled at the University of the South 1696 35554130 Students'account is credited by the value of the scholarship awarded. Schedule I, Part I, Line 2 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. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 John M McCardell Jr Vice Chancellor/President 565891 0 0 0 19262 0 41250 0 32434 0 658837 0 0 0 Nancy Berner Provost 243693 0 0 0 258 0 36750 0 37653 0 318354 0 0 0 Earl Williams Treasurer 208167 0 0 0 258 0 21200 0 5287 0 234912 0 0 0 William Gentry Dean of Students 206517 0 0 0 258 0 21000 0 4687 0 232462 0 0 0 Terry Papillon Dean of the College 199607 0 0 0 396 0 21100 0 24193 0 245296 0 0 0 Eugene Prunty Professor 196008 0 0 0 667 0 30430 0 9366 0 236471 0 0 0 Jay Fisher VP of Advancement 191792 0 0 0 396 0 20400 0 58106 0 270694 0 0 0 Lucy Singer Legal Counsel 190767 0 0 0 258 0 19500 0 27811 0 238336 0 0 0 Lee Ann Backlund Dean of Admission 182175 0 0 0 396 0 19140 0 9415 0 211126 0 0 0 Neil Alexander Dean of School of Theology 163297 0 0 0 1188 0 36486 0 5287 0 206258 0 0 0 Vicki Sells Assoc Provost IT 152719 0 0 0 396 0 15756 0 5287 0 174158 0 0 0 Eric Hartman VP Risk Assessment 148918 0 0 0 90 0 16170 0 36328 0 201506 0 0 0 Terri Williams Assoc VP Advancement 145315 0 0 0 396 0 15000 0 6319 0 167030 0 0 0 Paul Wiley Asst Provost Academic Svs/Inst Research 142802 0 0 0 258 0 14545 0 46571 0 204176 0 0 0 Schedule J, Part I, Line 1a 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). A Franklin Co Health and Education Facilities Board 521282324 353325DG5 2012-11-08 41051769 Dorm Renovation and New Dorm Construction 0 0 0 B Franklin Co Health and Education Facilities Board 521282324 353325DH3 2014-09-01 27321337 Redemption of Prior Bonds and Deferred Maintenance 0 0 0 C Franklin Co Health and Education Facilities Board 521282324 353325ED1 2015-04-01 7031896 Dormitory Constuctions 0 0 0 D Franklin Co Health and Education Facilities Board 521282324 2016-07-21 3000000 Dorm Renovation 0 0 0 A 3890000 0 41051769 0 0 0 298972 0 0 38112311 2939458 0 2016 1 1 1 1 B 3595000 0 27321337 0 0 0 128250 0 0 14239474 12956842 0 2016 1 1 1 1 C 0 0 7031896 0 0 0 91535 0 0 7031896 0 0 2016 1 1 1 1 D 489360 0 3000000 0 0 0 0 0 0 3000000 0 0 2017 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A Franklin Co Health and Education Facilities Board 521282324 2017-10-24 1200000 Library Renovation 0 0 0 B Franklin Co Health and Education Facilities Board 521282324 2019-03-28 22274000 New Wellness Commons and renovations 0 0 0 A 702940 0 1200000 0 0 0 0 0 0 1200000 0 0 2018 0 0 1 1 B 0 0 22274000 0 0 0 52500 0 0 0 0 22221500 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 Various Board and Others 87591 Need Based Room, Board, Tuition Assistance Varioius Board and Others 55938 Merit Based Room, Board, Tuition Assistance X 2 0 No revenue reported X 0 No revenue reported X 0 No revenue reported X 2 133810 Purchase price X 113 1117423 Quoted Price X 1 145699 Sale documents X 1 110000 Sale documents X Horse 4 0 No revenue recorded X Athletic Equipment 2 0 No revenue reported X Lab Equipment 1 0 No revenue reported 0 1 0 Schedule M, Part I, Line 33 Revenues are not recognized for non-cash contributions (gifts-in-kind) when the related asset is not recognized on the balance sheet. 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 DISCLOSED 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.