2019-05-14T08:30:59-05:00 2018-06-30 593070669 MOORE STEPHENS LOVELACE PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2017-07-01 590704726 BETHUNE-COOKMAN UNIVERSITY BETH 3864312031 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 JOHN PITTMAN CHIEF FINANCIAL OFFICER 3864312031 2019-05-14 1 NORMAN B NEAL CPA P00071411 4077405400 68.95.178.125 2019-05-14 09:18:14 ED P AA06F16595B971911646E1ABD4EF9FD1205D715B AA06F16595B971911646E1ABD4EF9FD1205D715B 2017 2019-02-21 02:37:17Z HUBERT L GRIMES 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 104904074 0 X WWW.COOKMAN.EDU X 1904 FL TO SERVE THE EDUCATIONAL, SOCIAL, AND CULTURAL NEEDS OF ITS STUDENTS. 26 26 1369 45 0 0 17278457 18114753 79464274 84190946 1179834 1222703 1969123 1375672 99891688 104904074 13339457 19565985 0 0 51256034 47331991 0 0 2777250 45111525 47931410 109707016 114829386 -9815328 -9925312 221467449 212581574 126043301 125439829 95424148 87141745 X TO SERVE THE EDUCATIONAL, SOCIAL, AND CULTURAL NEEDS OF ITS STUDENTS. 0 0 36934666 58622876 INSTRUCTION: BETHUNE-COOKMAN UNIVERSITY OFFERS BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES IN 37 MAJORS AREAS, THROUGH SIX MAJOR DIVISIONS; SCHOOL OF BUSINESS, EDUCATION, LIBERAL ARTS, HEALTH SCIENCES, SCIENCE/MATHEMATICS AND SOCIAL SCIENCES. THE UNIVERSITY ALSO OFFERS THREE MASTER'S DEGREE PROGRAMS. 19565985 19565985 STUDENT AID: GRANTS AND SCHOLARSHIPS WERE PROVIDED TO STUDENTS BASED ON ACADEMIC AND ATHLETIC ACHIEVEMENT, AND FINANCIAL NEED. THE UNIVERSITY ALSO PARTICIPATES IN VARIOUS FEDERAL AND STATE PROGRAMS OFFERING FINANCIAL AID TO STUDENTS. 26002095 26943742 AUXILIARY SERVICES: THROUGH ITS FOOD SERVICES DEPARTMENT, MEAL PLANS ARE PROVIDED FOR STUDENTS LIVING ON CAMPUS. A CAFETERIA, IN ADDITION TO A STARBUCKS CAFE AND WORLD OF WINGS ARE ALSO AVAILABLE FOR OFF-CAMPUS STUDENTS, FACULTY AND VISITORS. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR STUDENTS. THE UNIVERSITY ALSO MAINTAINS SEVEN RESIDENCE HALLS THAT PROVIDE FULL LIVING FACILITIES FOR APPROXIMATELY 1,800 STUDENTS. ALL RESIDENCE HALLS ARE CONNECTED TO THE INTERNET. THE BOOKSTORE OFFERS TEXTBOOKS AND OTHER SUPPLIES FOR THE STUDENTS. 9267933 STUDENT SERVICES: STUDENTS ARE INVOLVED IN A VARIETY OF CULTURAL AND SOCIAL PROGRAMS TO ENRICH THEIR EDUCATIONAL EXPERIENCES. SUPPORT FOR STUDENTS WITH LEARNING AND PHYSICAL DISABILITIES ARE ALSO PROVIDED. VARIOUS COMPUTER LABS AND A 24-HOUR LIBRARY ARE OPEN TO ALL STUDENTS TO SUPPORT THEIR EDUCATIONAL EXPERIENCE. BETHUNE-COOKMAN UNIVERSITY ALSO HAS A ROTC OFFICE AVAILABLE TO STUDENTS. 9267933 91770679 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 324 0 1 1369 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BETHUNE-COOKMAN UNIVERSITY 3864812030 640 DR MARY MCLEOD BLVD DAYTONA BEACH FL 32114 A RAY BINSON TRUSTEE 1.00 X 0 0 0 ALBERT D MOSLEY VICE PRESIDENT (SENIOR) 40.00 X X 202083 0 7381 ALEXIS PUGH TRUSTEE EMERITUS 1.00 X 0 0 0 ANGELA POOLE VICE PRESIDENT (CHIEF FINANCIAL OFFICER) 40.00 X X 230000 0 18301 BELVIN PERRY JR ESQ 3RD. VICE CHAIR 1.00 X X 0 0 0 BISHOP DR KENNETH H CARTER JR 2ND. VICE CHAIR 1.00 X X 0 0 0 BURNEY BIVENS ESQ TRUSTEE EMERITUS 1.00 X 0 0 0 DOROTHYE HENDERSON TRUSTEE EMERITUS 1.00 X 0 0 0 DR GARY SPENCER TRUSTEE 1.00 X 0 0 0 DR IRVING J MATTHEWS TRUSTEE EMERITUS 1.00 X 0 0 0 DR JACOB F BRYAN IV CHAIR,TRUSTEE/CHAIR-COMMITTEE ON STUDENT LIFE 1.00 X 0 0 0 DR JEFFERY HAYNES FACULTY REPRESENTATIVE 1.00 X 0 0 0 DR JOE PETROCK IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DR KENT SHARPLES TRUSTEE/CHAIR, COMMITTEE ON ED. POLICIES 1.00 X 0 0 0 DR L GALE LEMERAND TRUSTEE EMERITUS 1.00 X 0 0 0 DR LA-DORIS MCCLANEY TRUSTEE 1.00 X 0 0 0 DR LEE E RHYANT TRUSTEE EMERITUS 1.00 X 0 0 0 DR LUCILLE O'NEAL SECRETARY 1.00 X X 0 0 0 DR MICHELLE CARTER-SCOTT CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 DR PATRICK DAVID ROBERTS TRUSTEE EMERITUS 1.00 X 0 0 0 F MICHAEL KYLE TRUSTEE EMERITUS 1.00 X 0 0 0 HUBERT GRIMES PRESIDENT 40.00 X X 210833 0 21453 JENNIFER L ADAMS ALUMNI ASSOCIATION PRESIDENT 1.00 X 0 0 0 JOHN A ROGERS JR PARLIAMENTARIAN 1.00 X 0 0 0 JOYCE ANNE HANKS MOOREHEAD ESQ TRUSTEE 1.00 X 0 0 0 JUDGE PRINCE CARTWRIGHT TRUSTEE EMERITUS 1.00 X 0 0 0 KESHON KINDRED STUDENT REPRESENTATIVE 1.00 X 0 0 0 LEE BRYAN TRUSTEE EMERITUS 1.00 X 0 0 0 LINDA F WELLS ESQ TRUSTEE/CHAIR, COMMITTEE ON ED. POLICIES 1.00 X 0 0 0 M DECKER YOUNGMAN CPCU TRUSTEE 1.00 X 0 0 0 MATTHEW L BROWN TRUSTEE 1.00 X 0 0 0 MICHAEL D WALSH TRUSTEE/CHAIR,COMMITTEE ON FINANCE 1.00 X 0 0 0 MICHAEL P JOHNSON TRUSTEE EMERITUS 1.00 X 0 0 0 MICHAEL SHORTER TRUSTEE/ALUMNI REPRESENTATIVE 1.00 X 0 0 0 NANCY LOHMAN TRUSTEE/CHAIR, COMMITTEE ON INST. ADVANCEMENT 1.00 X 0 0 0 NELSON L ADAMS MD TRUSTEE 1.00 X 0 0 0 PAULETTE MONROE TRUSTEE 1.00 X 0 0 0 RAFAEL A RAMIREZ JR TRUSTEE/CHAIR, COMMITTEE ON NOM. & GOV. 1.00 X 0 0 0 REV ANNETTE STILES PENDERGRASS CHAPLAIN 1.00 X 0 0 0 REV CATHERINE FLUCK PRICE TRUSTEE 1.00 X 0 0 0 REV DR MCCOY GIBBS TRUSTEE EMERITUS 1.00 X 0 0 0 REV DR EUGENE ZIMMERMAN TRUSTEE EMERITUS 1.00 X 0 0 0 REV DR JOHN WESLEY HARRINGTON TRUSTEE EMERITUS 1.00 X 0 0 0 REV DR WILLIAM S BARNES TRUSTEE EMERITUS 1.00 X 0 0 0 REV HILTON O SMITH TRUSTEE EMERITUS 1.00 X 0 0 0 REV THOM SHAFER 1ST VICE CHAIR 1.00 X X 0 0 0 RUFUS L WILSON TRUSTEE/CHAIR,SUB-COMMITTEE ON BUILDINGS & GROUNDS 1.00 X 0 0 0 THE HONORABLE DR JOYCE CUSACK TRUSTEE/CHAIR, SUB-COMMITTEE ON LEGAL AFFAIRS 1.00 X 0 0 0 WAYNE A DAVIS TRUSTEE/CHAIR-COMMITTEE ON STUDENT LIFE 1.00 X 0 0 0 GREGORIO A FRANCIS TRUSTEE/CHAIR, SUB-COMMITTEE ON LEGAL AFFAIRS 1.00 X 0 0 0 WILLIAM L BROWN TRUSTEE EMERITUS 1.00 X 0 0 0 EDISON O JACKSON PRESIDENT (FORMER) 40.00 X 336458 0 36682 FRANKLIN E PATTERSON VICE PRESIDENT (CHIEF INFORMATION OFFICER) 40.00 X 170000 0 8415 HELENA MARIELLA-WALROND VICE PRESIDENT (PROVOST) 40.00 X 200000 0 21845 LYNN W THOMPSON VICE PRESIDENT (ATHLETICS) 40.00 X 289129 0 36145 HAKIM J LUCAS VICE PRESIDENT (INSTITUTIONAL ADVANCEMENT) 40.00 X 235000 0 5604 NAN FISHER WILLIAMS VICE PRESIDENT (HR) 40.00 X 170000 0 13038 DEANNA WATHINGTON EXECUTIVE DEAN 40.00 X 157535 0 0 JASON E GLENN VICE PRESIDENT (STUDENT SERVICES) 40.00 X 163333 0 116 TERRY E SIMS HEAD COACH 40.00 X 198608 0 0 VANESSA M LEWIS COACH 40.00 X 176917 0 0 DONOVAN V WELLS DIRECTOR 40.00 X 188771 0 0 2928667 0 168980 50 0 1 0 PACESETTER PERSONNEL SVC POBOX 2324 HOUSTON TX 77252 TEMPORARY LABOR 930659 J&S ENTERPRISE - NAZRA MELZER 304 ALEATHA DRIVE DAYTONA BEACH FL 32114 CONSTRUCTION 300859 MODUFORM INC PO BOX 1562 BRATTLEBORO VT 05302 FURNITURE 287172 BSN SPORTS PO BOX 660176 DALLAS TX 75366 ATHLETIC UNIFORMS 225464 FIVE STAR CLAIMS ADJUSTING 1640 W OAKLAND PARK BLVD SUITE 2 FORT LAUDERDALE FL 33311 INSURANCE CLAIMS ADJUSTER 183799 10 18114753 18114753 TUITION & FEES 611710 57247204 57247204 AUXILIARY ENTERPRISES 611710 26943742 26943742 84190946 207396 207396 1015307 0 1015307 1015307 1015307 OTHER INCOME 900099 1375672 1375672 1375672 104904074 85566618 0 1222703 294256 294256 19271729 19271729 2745006 1099294 1343379 302333 36842665 29261670 6723370 857625 1159388 942911 206147 10330 6584932 4549020 1846524 189388 5736252 1940605 3410767 384880 1441227 1235660 65702 139865 2474675 1612401 813670 48604 3517133 390873 3102538 23722 10333350 8537376 1132211 663763 4057854 3233559 696369 127926 7851458 7814707 36751 5786727 5208054 578673 STUDENT FOOD SERVICE 5881955 5764676 97191 20088 PROFESSIONAL DEVELOPMEN 775429 572386 194317 8726 TRANSPORTATION 38685 5507 33178 PUBLIC SAFETY 36665 35995 670 114829386 91770679 20281457 2777250 7113648 2681483 3595505 2309867 2688436 4744590 7417196 7132317 172118 120143 226834857 73136654 156148569 153698203 42323284 41588578 2008693 306393 221467449 212581574 9162883 11771338 19230000 18390000 90568006 87605946 7082412 7672545 126043301 125439829 X 61620916 51778713 22887719 24260759 10915513 11102273 95424148 87141745 221467449 212581574 X -9925312 83109 1559800 X X 0 1 X 1 1 1 X 42301084 496285 2261463 3407893 84924 41566015 47758297 284502 5540323 11168253 113785 42301084 54718740 109859 -1359662 5600958 109682 47758297 53625477 228743 1063792 199272 54718740 46689391 432533 7076392 330052 20300 222487 53625477 0.18000 0.55000 0.27000 0 0 9106883 9106883 194423355 59392099 135031256 21621153 13744555 7876598 1683466 1683466 153698203 GLOBAL EX-US EQUITY 12057854 C U.S. MID-TO-LARGE CAP EQUITY 10168902 C HEDGE FUNDS 7984336 C DEBT MUTUAL FUNDS 7989626 C COMMINGLED FUNDS 2861270 C LOAN DUE FROM FUM FOUNDATION 22563 C SHORT-TERM INVESTMENT FUNDS 504027 C 41588578 STUDENT DEPOSITS 321472 DEFERRED LEASE PAYMENTS 7351073 7672545 87249024 83111 -17738161 -17655050 104904074 0 104904074 97091227 0 97091227 17738159 17738159 114829386 PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE -17,738,161. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 17,738,159. 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 POLICY IS LISTED IN ADMISSIONS PACKETS AND THE COLLEGE CATALOG AS WELL AS STUDENT/FACULTY HANDBOOKS. SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS AS LISTED BELOW. THESE PROGRAMS ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. FEDERAL PROGRAMS: U.S. DEPARTMENT OF EDUCATION CORPORATION FOR NATIONAL & COMMUNITY SERVICE (AMERICORPS) NATIONAL SCIENCE FOUNDATION U.S. DEPARTMENT OF COMMERCE STATE PROGRAMS: FLORIDA DEPARTMENT OF EDUCATION FLORIDA DEPARTMENT OF HIGHWAY SAFETY AND MOTOR VEHICLES FLORIDA DEPARTMENT OF HEALTH FLORIDA DEPARTMENT OF STATE DIVISION OF HISTORICAL RESOURCES 1 EEI MANUFACTURING SERVICES 703 GRAND CENTRAL STREET CLEARWATER FL 33756 593193420 96000 GRANT PASS THROUGH KORD TECHNOLOGIES INC 635 DISCOVER DRIVE NW HUNTSVILLE AL 35806 204493267 60000 GRANT PASS THROUGH FIFTH GAIT TECHNOLOGIES INC 5531 SOMERSET DRIVE SANTA BARBARA CA 93111 611543693 120000 GRANT PASS THROUGH UNIVERSITY OF SOUTH FLORIDA 13801 BRUCE B DOWNS BLVD SUITE 505 TAMPA FL 33613 204186386 18256 GRANT PASS THROUGH 4 SCHOLARSHIPS FOR ACADEMIC, ATHLETIC AND FINANCIAL NEED 4169 19271729 PART I, LINE 2: GRANTS AWARDED ARE PART OF AN OVERALL SCHOLARSHIP PROGRAM IN WHICH CRITERIA AND AMOUNTS AWARDED ARE RECORDED BY GRANTEE. 1 X X 0 0 0 0 0 0 0 0 0 ALBERT D MOSLEY VICE PRESIDENT (SENIOR) 202083 0 0 0 0 0 0 0 7381 0 209464 0 0 0 ANGELA POOLE VICE PRESIDENT (CHIEF FINANCIAL OFFI 230000 0 0 0 0 0 0 0 18301 0 248301 0 0 0 HUBERT GRIMES PRESIDENT 210833 0 0 0 0 0 0 0 21453 0 232286 0 0 0 EDISON O JACKSON PRESIDENT (FORMER) 336458 0 0 0 0 0 0 0 36682 0 373140 0 0 0 FRANKLIN E PATTERSON VICE PRESIDENT (CHIEF INFORMATION OF 170000 0 0 0 0 0 0 0 8415 0 178415 0 0 0 HELENA MARIELLA-WALROND VICE PRESIDENT (PROVOST) 200000 0 0 0 0 0 0 0 21845 0 221845 0 0 0 LYNN W THOMPSON VICE PRESIDENT (ATHLETICS) 289129 0 0 0 0 0 0 0 36145 0 325274 0 0 0 HAKIM J LUCAS VICE PRESIDENT (INSTITUTIONAL ADVANC 235000 0 0 0 0 0 0 0 5604 0 240604 0 0 0 NAN FISHER WILLIAMS VICE PRESIDENT (HR) 170000 0 0 0 0 0 0 0 13038 0 183038 0 0 0 DEANNA WATHINGTON EXECUTIVE DEAN 157535 0 0 0 0 0 0 0 0 0 157535 0 0 0 JASON E GLENN VICE PRESIDENT (STUDENT SERVICES) 163333 0 0 0 0 0 0 0 116 0 163449 0 0 0 TERRY E SIMS HEAD COACH 198608 0 0 0 0 0 0 0 0 0 198608 0 0 0 VANESSA M LEWIS COACH 176917 0 0 0 0 0 0 0 0 0 176917 0 0 0 DONOVAN V WELLS DIRECTOR 188771 0 0 0 0 0 0 0 0 0 188771 0 0 0 A HIGHER EDUC FACILITIES FINANCING AUTHORITY 900058227 34073TCF2 2010-11-16 23825000 FINANCE CAPITAL IMPROVEMENTS 0 0 0 A 5435000 24130183 1807569 456662 21865952 2010 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 FORM 990, SCHEDULE K, LINE 3 THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS OF ISSUE ON PART II, LINE 3 AND THE ISSUE PRICE AS REPORTED ON PART I, COLUMN (E) IS THE NET ORIGINAL ISSUE PREMIUM OF $21,329 AND THE ADDITIONAL PROCEEDS RECEIVED FROM THE SALE OF $283,854. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD BEFORE FILING. ALL BOARD MEMBERS WHO WISHED TO REVIEW THE RETURN HAD AN OPPORTUNITY TO DO SO. A COPY OF THE RETURN, AS ULTIMATELY FILED, IS MAINTAINED BY THE CHIEF FINANCIAL OFFICER AND IS AVAILABLE FOR INSPECTION BY BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR ALL BOARD MEMBERS ARE REQUIRED TO REAFFIRM IN WRITING THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO REPORT ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE PRESIDENT AND OTHER TOP MANAGEMENT BASED ON PERFORMANCE AND COMPARABLE DATA OBTAINED FROM INSTITUTIONS OF COMPARABLE SIZE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON SUNBIZ.ORG. FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARILY RESTRICTED ASSETS 1,373,040. CHANGE IN PERMANENTLY RESTRICTED ASSETS 186,760. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT IS ASSUMED BY THE FINANCE COMMITTEE.