2019-03-13T15:33:21-05:00 2018-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2017-07-01 570314374 CLAFLIN UNIVERSITY CLAF 8035355413 400 MAGNOLIA ST ORANGEBURG SC 29115 TIJUANA HUDSON VICE PRESIDENT FISCAL AFFAIRS 8035355413 2019-03-08 1 AMANDA ADAMS P00748038 7043771678 38.142.98.34 2019-03-08 08:26:37 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2017 2019-02-21 02:37:17Z DR HENRY N TISDALE 400 MAGNOLIA ST ORANGEBURG SC 29115 70232290 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 2018, APPROXIMATELY 2,200 STUDENTS WERE ENROLLED AT THE UNIVERSITY. 22 22 1235 250 19864 -22213 11112796 11664492 44663509 45655907 1432259 2321336 -39321 185616 57169243 59827351 8517093 7940417 0 0 25810672 28008789 0 0 2146906 22720026 23444317 57047791 59393523 121452 433828 102160271 102577876 41087825 41529575 61072446 61048301 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 31454185 7325980 32334753 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. 7636937 12202560 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. 3972353 1098730 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. 614437 614437 OTHER SERVICES INCLUDE A WIDE RANGE OF PROGRAMS INCLUDING RESEARCH, LIBRARY SERVICES, PUBLIC SERVICES, AND ACADEMIC SUPPORT.GRANT TO PANTHER HEALTH PARTNERS, INC., A NEWLY CREATED NONPROFIT CORPORATION, TO FACILITATE NEW MARKETS TAX CREDIT ("NMTC") TRANSACTIONS. 614437 614437 43677912 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 1 0 0 0 1 0 0 0 1 186 0 1 1235 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 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 BENNETT CHAIR 0.50 0.00 X X 0 0 0 JAMES LEHMAN VICE CHAIR 0.50 0.00 X X 0 0 0 CALVIN ELAM TREASURER 0.50 0.00 X X 0 0 0 JANICE MARSHALL SECRETARY 0.50 0.00 X X 0 0 0 JOAN STEWARD STEVENS ASSOCIATE SECRETARY 0.50 0.00 X X 0 0 0 MICHAEL BRENAN MEMBER 0.50 0.00 X 0 0 0 DAVID CAMPBELL MEMBER 0.50 0.00 X 0 0 0 KEITH 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 DR WILLIE FRAZIER MEMBER 0.50 0.00 X 0 0 0 DR BELINDA GERGEL MEMBER 0.50 0.00 X 0 0 0 MOSES HARVIN MEMBER 0.50 0.00 X 0 0 0 LT COL RET JOHN HERRING MEMBER 0.50 0.00 X 0 0 0 WILLIAM 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 PRICE 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 WILLIAM THOMPSON MEMBER 0.50 0.00 X 0 0 0 THOMAS WYATT MEMBER 0.50 0.00 X 0 0 0 DR HENRY N TISDALE PRESIDENT 40.00 0.00 X 401952 0 97042 TIJUANA HUDSON VP FISCAL AFFAIRS 40.00 1.00 X 180443 0 15347 KARL WRIGHT PROVOST/CHIEF ACADEMIC OFFICER 40.00 0.00 X 223128 0 25726 ZIA HASAN VP INSTITUTIONAL EFFECTIVENESS 40.00 0.00 X 181187 0 13589 LEROY DURANT VP STUDENT DEVELOPMENT 40.00 0.00 X 173498 0 19507 DREXEL BALL VP FOR ADMINISTRATION 40.00 0.00 X 172413 0 24070 WHITTAKER VERNON MIDDLETON VP INSTITUTIONAL ADVANCEMENT 40.00 0.00 X 171891 0 19387 CHARLES RICHARDSON DEAN, SCHOOL OF BUSINESS 40.00 0.00 X 155065 0 10415 1659577 0 225083 23 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152626170 FOOD AND FACILITY SERVICES 5722605 WO BLACKSTONE & CO INC PO BOX 88 COLUMBIA SC 29202 PLUMBING SERVICES 1070283 CAROLINA TAP & BORE INC 2430 MORNINGSIDE DRIVE WEST COLUMBIA SC 29169 WATER LINE UPGRADE 516733 RICOH PROFESSIONAL SERVICES PO BOX 532530 ATLANTA GA 303532530 COPIER SERVICES 475651 AERCOR WIRELESS INC 2600 EAGAN WOODS DRIVE ST 260 EAGAN MN 55121 NETWORK HARDWARE 296467 14 197476 7843070 3623946 31921 11664492 TUITION AND FEES 900099 32334753 32334753 AUXILIARY SERVICES 900099 12202560 12202560 STUDENT SERVICES 900099 1118594 1098730 19864 45655907 650561 650561 229426 0 229426 229426 229426 11997552 10165908 160869 1831644 -160869 1670775 1670775 34352 197476 78162 -43810 -43810 59827351 45636043 19864 2506952 X 614437 614437 7325980 7325980 943638 943638 22777937 17306738 4324264 1146935 825867 592269 201789 31809 1819615 1381383 330012 108220 1641732 1172364 385554 83814 83883 83883 147166 147166 6317703 3163377 2958369 195957 268658 65675 15420 187563 1909685 1079111 677073 153501 2584877 692276 1853642 38959 1637353 1377053 148388 111912 1111869 778950 332919 3428820 2403540 1025280 641688 641688 REPAIRS & MAINTENANCE 1777379 395356 1310088 71935 HONORARIA 266146 236922 25353 3871 EDUCATION TRAINING 7266 3145 4121 O&M ALLOCATIONS 0 3677990 -3677990 3261824 1411346 1838048 12430 59393523 43677912 13568705 2146906 418172 729664 243161 309475 3763229 2919612 3148601 3687715 382761 427782 109369647 52014661 59027800 57354986 24208711 25363426 1794494 2242588 5548550 5548550 3624792 3994078 102160271 102577876 5419938 6385776 3359477 2712973 174461 200439 30614028 30891123 1519921 1339264 41087825 41529575 X 32581697 31629516 6925782 7560147 21564967 21858638 61072446 61048301 102160271 102577876 X 433828 -442968 -15005 X 0 1 X 1 1 1 X X 0 0 1 X 18277072 621897 1227387 726917 19399439 17712827 915907 851038 1202700 18277072 17536022 839629 225071 887895 17712827 17109689 880645 415336 869648 17536022 14864436 1366995 1728031 849773 17109689 0.00000 0.95410 0.04590 0 0 2957741 2957741 74648975 26981078 47667897 25216094 21670727 3545367 6546837 3362856 3183981 57354986 NMTC LEVERAGE LOAN 5548550 F 5548550 OTHER LIABILITIES 780708 OBLIGATIONS UNDER CAPITAL LEASE 558556 1339264 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 FOR CUSTODIAL ACCOUNT LIABILITY REPRESENT FUNDS HELD ON BEHALF OF STUDENT ORGANIZATIONS. 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 349 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH AND RECRUITING 7529 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CONFERENCES, RECRUITING, UNIVERSITY PARTNERSHIPS, STUDY ABROAD 8719 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD AND RECRUITING 2995 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 5439 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATIONAL CONFERENCES 7605 0 0 0 0 0 0 32287 0 32287 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD OF ACCOUNTING. PRESIDENTIAL GALA 171226 154396 16830 5728 17000 30789 GOLF CLASSIC 13022 10331 2691 711 3443 4116 2 47580 32749 14831 8491 1500 6384 231828 197476 34352 711 17662 18500 41289 78162 -43810 1 PANTHER HEALTH PARTNERS INC 400 MAGNOLIA STREET ORANGEBURG SC 29115 815369320 501(C)(3) 107985 506452 BOOK VALUE CONSTRUCTION IN PROCESS TRANSFERS RELATED TO CONSTRUCTION OF NEW HEALTH AND WELLNESS CENTER 1 0 TUITION DISCOUNTS & SCHOLARSHIPS 1337 7325980 BOOK TUITION REDUCTION PART I, LINE 2: GRANTS TO ORGANIZATIONS: THE UNIVERSITY DOES NOT USUALLY MAKE GRANTS TO ORGANIZATIONS. IT MADE A GRANT OF REAL PROPERTY AND CASH THIS YEAR TO A NEWLY CREATED SUPPORTING ORGANIZATION FOR THE PURPOSE OF RENOVATION AND CONSTRUCTION PROJECT TO BENEFIT THE UNIVERSITY. 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 401952 0 0 0 0 0 87190 0 9852 0 498994 0 0 0 TIJUANA HUDSON VP FISCAL AFFAIRS 180443 0 0 0 0 0 0 0 15347 0 195790 0 0 0 KARL WRIGHT PROVOST/CHIEF ACADEMIC OFFICER 223128 0 0 0 0 0 14587 0 11139 0 248854 0 0 0 ZIA HASAN VP INSTITUTIONAL EFFECTIVENESS 181187 0 0 0 0 0 13589 0 0 0 194776 0 0 0 LEROY DURANT VP STUDENT DEVELOPMENT 173498 0 0 0 0 0 13012 0 6495 0 193005 0 0 0 DREXEL BALL VP FOR ADMINISTRATION 172413 0 0 0 0 0 12931 0 11139 0 196483 0 0 0 WHITTAKER VERNON MIDDLETON VP INSTITUTIONAL ADVANCEMENT 171891 0 0 0 0 0 12892 0 6495 0 191278 0 0 0 CHARLES RICHARDSON DEAN, SCHOOL OF BUSINESS 155065 0 0 0 0 0 10415 0 0 0 165480 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 PARTICIPATES IN A SECTION 457F PLAN. FOR CALENDAR YEAR 2017, $57,044 WAS CONTRIBUTED TO THE PLAN. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN C. X 775 FMV X 1 3079 FMV X 1 13560 TAX VALUE X CONF. REGISTRATION 1 12000 X SUPPLIES 9 2507 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: PROGRAM SERVICE EXPENSES 3,163,377. MANAGEMENT AND GENERAL EXPENSES 2,958,369. FUNDRAISING EXPENSES 195,957. TOTAL EXPENSES 6,317,703. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST -15,005. 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 614437 BOOK VALUE