HIGH POINT UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HIGH POINT UNIVERSITY (EIN 56-0529999)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-09
- IRS object ID
- 201940999349300529
- Schema version
- 2017v2.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-09T12:15:21-07:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560529999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGH POINT UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
| Phone | 3368419000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272680001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Butt | PersonNm |
| Person Title | VICE PRESIDENT - FINANCIAL AFFAIRS | PersonTitleTxt |
| Phone | 3368419202 | PhoneNum |
| Signature | 2019-04-09 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.154.47.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH BUTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $301,175,452 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HIGHPOINT.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HIGH POINT UNIVERSITY IS TO DELIVER EDUCATIONAL EXPERIENCES THAT ENLIGHTEN, CHALLENGE, AND PREPARE STUDENTS TO LEAD LIVES OF SIGNIFICANCE IN COMPLEX GLOBAL COMMUNITIES. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO HELPING STUDENTS LEAD LIVES OF SIGNIFICANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 2569 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $87,890 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $73,976 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,546,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,205,988 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $224,069,566 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $235,352,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,083,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,962,384 | CYInvestmentIncomeAmt |
| PY Other Revenue | $890,948 | PYOtherRevenueAmt |
| CY Other Revenue | $2,611,375 | CYOtherRevenueAmt |
| PY Total Revenue | $265,589,610 | PYTotalRevenueAmt |
| CY Total Revenue | $278,132,499 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,945,323 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,015,177 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,208,403 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,660,217 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,408,900 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,714,890 | PYOtherExpensesAmt |
| CY Other Expenses | $102,097,351 | CYOtherExpensesAmt |
| PY Total Expenses | $196,868,616 | PYTotalExpensesAmt |
| CY Total Expenses | $224,772,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $68,720,994 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,359,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $707,774,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $758,066,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $193,853,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $186,511,820 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $513,921,433 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $571,554,941 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF HIGH POINT UNIVERSITY IS TO DELIVER EDUCATIONAL EXPERIENCES THAT ENLIGHTEN, CHALLENGE, AND PREPARE STUDENTS TO LEAD LIVES OF SIGNIFICANCE IN COMPLEX GLOBAL COMMUNITIES. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO HELPING STUDENTS LEAD LIVES OF SIGNIFICANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $167,756,044 | ExpenseAmt |
| Grant | $37,842,874 | GrantAmt |
| Revenue | $214,985,889 | RevenueAmt |
| Desc | HIGH POINT UNIVERSITY IS A PRIVATE, CO-ED UNIVERSITY COMMITTED TO PROVIDING STUDENTS WITH AN EXCEPTIONAL EDUCATION. HPU SERVES APPROXIMATELY 4400 UNDERGRADUATE STUDENTS THROUGH ITS HAYWORTH COLLEGE OF ARTS & SCIENCES, PHILLIPS SCHOOL OF BUSINESS, QUBEIN SCHOOL OF COMMUNICATIONS, AND SCHOOLS OF ART & DESIGN, EDUCATION AND HEALTH SCIENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,881,894 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,366,863 | RevenueAmt |
| Desc | THE UNIVERSITY, THROUGH ITS NORCROSS GRADUATE SCHOOL, ALSO SERVES APPROXIMATELY 485 GRADUATE STUDENTS SEEKING DEGREES IN BUSINESS ADMINISTRATION, EDUCATION, ATHLETIC TRAINING, PHYSICIAN ASSISTANT, STRATEGIC COMMUNICATION, HEALTH SCIENCES, PHYSICAL THERAPY AND PHARMACY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $176,637,938 | 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 | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 6933 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2569 | 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 | 0 | ForeignFinancialAccountInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH S BUTT | PersonNm |
| Phone | 3368419000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272680001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH ALDRIDGE | |||||||||
| BOARD SECRETARY | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BROWN | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BROWN | |||||||||
| VICE CHAIR OF BOARD/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD P BUDD | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| TERESA B CAINE | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THAYER COGGIN | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD D CALLICUTT II | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| EARL E CONGDON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE COTTRELL | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID COUCH | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD COVINGTON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FLOYD T CRAVEN | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G CULP III | |||||||||
| CHAIR OF INVESTMENT COMMITTEE/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FINCH | |||||||||
| CHAIR OF THE BOARD, CHAIR OF FINANCE COMMITTEE/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L FRANCIS | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY T FRYE | |||||||||
| CHAIR OF STUDENT LIFE COMMITTEE/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS S HAGGAI | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W HAYNES | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R HAYWORTH | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER L HENSON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E INGRAM | |||||||||
| CHAIR, ACADEMIC AFFAIRS/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RONALD L JONES | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| GENE C KESTER | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM V KESTER | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MIRIAM O KIMSEY | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| PETER MAHLER | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE K MAYNARD | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH P MICHENER | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ADNAN M MJALLI | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN NORTON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF PATTERSON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J ROBERT STOUT | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E STROUPE | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD F VERT | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ANNE KERR WALKER | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J ALEXANDER WARD | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MARK A WEBB | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FRED E WILSON | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS WITCHER | |||||||||
| CHAIR OF ADVANCEMENT COMMITTEE/TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| W VANN YORK | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY MILLIS YOUNG | |||||||||
| TRUSTEE | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| NIDO QUBEIN | |||||||||
| PRESIDENT | 60.00 | 0 | $1,052,611 | $0 | $478,545 | Yes (X) | |||
| DENNIS CARROLL | |||||||||
| VICE PRESIDENT / PROVOST | 50 | 0 | $294,173 | $0 | $29,025 | Yes (X) | |||
| JEFF ADAMS | |||||||||
| VICE PRESIDENT | 40 | 0 | $111,301 | $0 | $22,023 | Yes (X) | |||
| ANDREW BILLS | |||||||||
| SENIOR VICE PRESIDENT | 50 | 0 | $255,346 | $0 | $36,951 | Yes (X) | |||
| DEBI BUTT | |||||||||
| VICE PRESIDENT | 60 | 0 | $153,701 | $0 | $27,367 | Yes (X) | |||
| ROGER CLODFELTER | |||||||||
| SENIOR VICE PRESIDENT | 50 | 0 | $177,989 | $0 | $14,048 | Yes (X) | |||
| STEPHANIE CROFTON | |||||||||
| VICE PRESIDENT | 50 | 0 | $119,882 | $0 | $27,727 | Yes (X) | |||
| CHRISTOPHER DUDLEY | |||||||||
| SENIOR VICE PRESIDENT | 50 | 0 | $228,509 | $0 | $43,229 | Yes (X) | |||
| DAN HAUSER | |||||||||
| ATHLETIC DIRECTOR | 50 | 0 | $114,676 | $0 | $30,343 | Yes (X) | |||
| STEVE POTTER | |||||||||
| VICE PRESIDENT | 60 | 0 | $145,158 | $0 | $19,342 | Yes (X) | |||
| GAIL TUTTLE | |||||||||
| SENIOR VICE PRESIDENT | 50 | 0 | $176,701 | $0 | $22,506 | Yes (X) | |||
| SCOTT CHERRY | |||||||||
| COACH | 40 | 0 | $220,921 | $0 | $29,582 | Yes (X) | |||
| DANIEL ERB | |||||||||
| DEAN OF HEALTH SCIENCES / PROFESSOR | 40 | 0 | $202,891 | $0 | $40,584 | Yes (X) | |||
| SCOTT HEMBY | |||||||||
| PHARMACY PROFESSOR | 40 | 0 | $192,416 | $0 | $24,554 | Yes (X) | |||
| RONALD RAGAN | |||||||||
| DEAN OF PHARMACY | 40 | 0 | $204,940 | $0 | $36,609 | Yes (X) | |||
| MARIANN TILLERY | |||||||||
| DEAN OF SCHOOL OF EDUCATION/PROFESSOR | 40 | 0 | $167,548 | $0 | $30,350 | Yes (X) | |||
| DENNY G BOLTON | |||||||||
| FORMER EXECUTIVE VICE PRESIDENT | 0 | 0 | $200,000 | $0 | $0 | Yes (X) | |||
| DON SCARBOROUGH | |||||||||
| FORMER VICE PRESIDENT | 40 | 0 | $61,780 | $0 | $6,540 | Yes (X) | |||
| JACOB MARTINSON | |||||||||
| FORMER PRESIDENT, HONORARY TRUSTEE | 0 | 0 | $35,339 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,115,882 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $919,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|---|
| FRANK L BLUM CONSTRUCTION | ||||||
| P O BOX 4153 | WINSTON SALEM | NC | 27115 | GENERAL CONTRACTOR | $24,213,199 | |
| SAMET CORPORATION | ||||||
| 309 GALLIMORE DAIRY ROAD | GREENSBORO | NC | 27409 | GENERAL CONTRACTOR | $16,365,090 | SUITE 102 |
| ARAMARK SERVICES | ||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICES | $14,534,560 | |
| BUDD GROUP | ||||||
| 195 BUDD BOULEVARD | WINSTON SALEM | NC | 27103 | MAINTENANCE SERVICES | $7,499,368 | |
| SMITH & JENNINGS INC | ||||||
| 1020 HEDGECOCK ROAD | HIGH POINT | NC | 27262 | GENERAL CONTRACTOR | $2,857,643 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 66 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,732,874 | GovernmentGrantsAmt |
| All Other Contributions | $35,473,114 | AllOtherContributionsAmt |
| Noncash Contributions | $346,330 | NoncashContributionsAmt |
| Total Contributions | $37,205,988 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| STUDENT TUITION AND FEES | 611710 | $165,132,082 | $165,132,082 | $0 | $0 |
| RESIDENCE HALL FEES | 721310 | $40,476,505 | $40,476,505 | $0 | $0 |
| CAFETERIA / MEALS | 722210 | $28,433,969 | $28,433,969 | $0 | $0 |
| INTERCOLLEGIATE ATHLETICS | 611710 | $774,349 | $774,349 | $0 | $0 |
| BOOKSTORE | 611710 | $345,035 | $345,035 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,812 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $235,352,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,009,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,921,752 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $138,677 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,249,036 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,110,359 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,110,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,110,359 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,674,948 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,722,206 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $952,742 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $952,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $952,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,905 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,711 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,806 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$50,806 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUMMER CONFERENCES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $3,772,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,772,540 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,772,540 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,132,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $239,125,292 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,713,329 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,172,303 | TotalAmt |
| Program Services | $19,172,303 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,842,874 | TotalAmt |
| Program Services | $37,842,874 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $3,581,156 | TotalAmt |
| Program Services | $153,116 | ProgramServicesAmt |
| Management And General | $2,863,658 | ManagementAndGeneralAmt |
| Fundraising | $564,382 | 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 | $50,534,937 | TotalAmt |
| Program Services | $43,292,073 | ProgramServicesAmt |
| Management And General | $6,337,708 | ManagementAndGeneralAmt |
| Fundraising | $905,156 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,000 | TotalAmt |
| Program Services | $2,934,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,610,124 | TotalAmt |
| Program Services | $5,798,520 | ProgramServicesAmt |
| Management And General | $2,613,422 | ManagementAndGeneralAmt |
| Fundraising | $198,182 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $270,850 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $270,850 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,290 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $143,290 | 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 | $242,093 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $242,093 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,259,009 | TotalAmt |
| Program Services | $15,233,209 | ProgramServicesAmt |
| Management And General | $5,025,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,942 | TotalAmt |
| Program Services | $90,833 | ProgramServicesAmt |
| Management And General | $1,302,109 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,404,774 | TotalAmt |
| Program Services | $12,773,406 | ProgramServicesAmt |
| Management And General | $10,890,188 | ManagementAndGeneralAmt |
| Fundraising | $741,180 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,498,390 | TotalAmt |
| Program Services | $8,102,994 | ProgramServicesAmt |
| Management And General | $3,395,396 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064,240 | TotalAmt |
| Program Services | $1,566,759 | ProgramServicesAmt |
| Management And General | $497,481 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392,186 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,392,186 | 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 | $24,879,506 | TotalAmt |
| Program Services | $23,983,844 | ProgramServicesAmt |
| Management And General | $895,662 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,129 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,875,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INTERCOLLEGIATE PROGRAM | $2,775,915 | $2,775,915 | $0 | $0 |
| SPECIAL EVENTS | $3,269,173 | $1,460,862 | $1,808,311 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629,854 | TotalAmt |
| Program Services | $1,457,230 | ProgramServicesAmt |
| Management And General | $2,172,624 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,772,745 | TotalAmt |
| Program Services | $176,637,938 | ProgramServicesAmt |
| Management And General | $45,725,907 | ManagementAndGeneralAmt |
| Fundraising | $2,408,900 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,845 | BOYAmt |
| EOY | $1,060,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,877,855 | BOYAmt |
| EOY | $93,798,744 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,118,877 | BOYAmt |
| EOY | $25,663,657 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,599,214 | BOYAmt |
| EOY | $10,040,938 | 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 | $1,751,559 | BOYAmt |
| EOY | $1,698,490 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,498,941 | BOYAmt |
| EOY | $773,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $772,735,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $221,104,503 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,219,625 | BOYAmt |
| EOY | $551,630,694 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,485,265 | BOYAmt |
| EOY | $37,420,826 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,168,526 | BOYAmt |
| EOY | $23,933,632 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,208,099 | BOYAmt |
| EOY | $1,062,197 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,373,101 | BOYAmt |
| EOY | $10,983,046 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,774,907 | BOYAmt |
| EOY | $758,066,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,774,779 | BOYAmt |
| EOY | $29,324,813 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,955,050 | BOYAmt |
| EOY | $11,271,681 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,937,107 | BOYAmt |
| EOY | $140,977,254 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,808 | BOYAmt |
| EOY | $228,177 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,454,447 | BOYAmt |
| EOY | $3,401,539 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,468,283 | BOYAmt |
| EOY | $1,308,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,853,474 | BOYAmt |
| EOY | $186,511,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,575,518 | BOYAmt |
| EOY | $458,644,675 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,505,179 | BOYAmt |
| EOY | $64,528,111 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,840,736 | BOYAmt |
| EOY | $48,382,155 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,921,433 | BOYAmt |
| EOY | $571,554,941 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,774,907 | BOYAmt |
| EOY | $758,066,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $53,359,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,526,597 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,747,157 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,803,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,291,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,426,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,546,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,205,988 | CurrentTaxYearAmt |
| Total | $149,273,835 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,803,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,291,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,426,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,546,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,205,988 | CurrentTaxYearAmt |
| Total | $149,273,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,103,045 | SubstantialContributorsTotAmt |
| Public Support Total170 | $118,170,790 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,722,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,231,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,104,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,374,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,073,343 | CurrentTaxYearAmt |
| Total | $15,506,587 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,976 | CurrentTaxYearAmt |
| Total | $304,172 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$21,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$25,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$69,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$36,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$50,806 | CurrentTaxYearAmt |
| Total | -$204,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $164,880,175 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,024,287,307 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71671 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67937 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME LISTED ON LINE 10 OF SCHEDULE A, PART II IS GAIN OR (LOSS) FROM FUNDRAISING EVENTS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $150,000 | RevenuesIncludedAmt |
| Assets Included | $1,522,284 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,668,533 | BeginningYearBalanceAmt |
| Contributions | $5,563,978 | ContributionsAmt |
| Investment Earnings Or Losses | $3,766,459 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,016,752 | OtherExpendituresAmt |
| Administrative Expenses | $221,789 | AdministrativeExpensesAmt |
| End Year Balance | $63,760,429 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,211,927 | BeginningYearBalanceAmt |
| Contributions | $3,379,627 | ContributionsAmt |
| Investment Earnings Or Losses | $4,838,317 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,574,427 | OtherExpendituresAmt |
| Administrative Expenses | $186,911 | AdministrativeExpensesAmt |
| End Year Balance | $56,668,533 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,791,008 | BeginningYearBalanceAmt |
| Contributions | $3,018,943 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,094,458 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,327,222 | OtherExpendituresAmt |
| Administrative Expenses | $176,344 | AdministrativeExpensesAmt |
| End Year Balance | $50,211,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,024,447 | BeginningYearBalanceAmt |
| Contributions | $1,623,640 | ContributionsAmt |
| Investment Earnings Or Losses | $2,039,699 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,731,746 | OtherExpendituresAmt |
| Administrative Expenses | $165,032 | AdministrativeExpensesAmt |
| End Year Balance | $49,791,008 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,681,261 | BeginningYearBalanceAmt |
| Contributions | $2,076,583 | ContributionsAmt |
| Investment Earnings Or Losses | $4,429,369 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,001,654 | OtherExpendituresAmt |
| Administrative Expenses | $161,112 | AdministrativeExpensesAmt |
| End Year Balance | $48,024,447 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0108 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2304 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.7588 | 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 | $66,729,543 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $66,729,543 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $519,107,437 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,374,144 | DepreciationAmt |
| Book Value | $402,733,293 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $54,291,093 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,696,521 | DepreciationAmt |
| Book Value | $31,594,572 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $106,878,148 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,033,838 | DepreciationAmt |
| Book Value | $24,844,310 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $25,728,976 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $25,728,976 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $551,630,694 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL LOAN MONIES | Desc |
| Amt | $1,308,356 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,308,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | THE UNIVERSITY MAINTAINS ART AND OTHER COLLECTIBLES DISPLAYED IN VARIOUS CAMPUS BUILDINGS FOR EDUCATIONAL AND INSTRUCTIONAL PURPOSES. |
| Schedule D, Part IV, Line 2b | THE UNIVERSITY ALLOWS THE STUDENT GOVERNMENT ASSOCIATION AND PANTHER CLUB TO KEEP MONEY THAT THEY HAVE COLLECTED IN A UNIVERSITY CONTROLLED BANK ACCOUNT. |
| Schedule D, Part V, Line 4 | ENDOWMENT FUNDS ARE USED FOR THE PURPOSE STIPULATED BY THE INDIVIDUAL DONOR(S) OF THE ENDOWED FUNDS. THE MAJORITY OF THE UNIVERSITY'S ENDOWMENT IS FOR SCHOLARSHIPS OR PROFESSORSHIPS/CHAIRS. |
| Schedule D, Part X, Line 2 | IT IS THE UNIVERSITY'S POLICY TO EVALUATE ALL SIGNIFICANT TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE CONSOLIDATED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2018 AND 2017. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING THE YEAR ENDED MAY 31,2015; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. ANY CHANGES IN THE AMOUNT OF A TAX POSITION, AS WELL AS RELATED PENALTIES AND INTEREST, WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. |
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 | ALL BROADCASTS AND PUBLISHED STATEMENTS FOLLOW THE GUIDELINES PER REVENUE PROCEDURE 75-50 AND ARE DISSEMINATED TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. |
| Schedule E, Part I, Line 6 | THE UNIVERSITY RECEIVES SCHOLARSHIP AND STUDENT AID DOLLARS ON BEHALF OF STUDENTS ENROLLED. THOSE DOLLARS ARE PASSED THROUGH TO THE STUDENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (ITALY) | $271,210 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (SPAIN) | $174,673 |
| East Asia and the Pacific | 0 | 2 | Program Services | STUDY ABROAD (JAPAN) | $131,307 |
| South America | 0 | 2 | Program Services | STUDY ABROAD (ECUADOR) | $87,863 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (FRANCE) | $79,195 |
| Middle East and North Africa | 0 | 2 | Program Services | STUDY ABROAD (ISRAEL) | $35,249 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (MULTI) | $399,994 |
| East Asia and the Pacific | 0 | 2 | Program Services | STUDY ABROAD (CHINA) | $20,907 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (DENMARK / GERMANY) | $2,500 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (ENGLAND) | $2,500 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (DENMARK / SWEDEN) | $1,200 |
| Central America and the Caribbean | 0 | 2 | Program Services | STUDY ABROAD (COSTA RICA) | $1,000 |
| East Asia and the Pacific | 0 | 2 | Program Services | STUDY ABROAD (AUSTRALIA) | $372 |
| East Asia and the Pacific | 0 | 2 | Program Services | STUDY ABROAD (NEW ZEALAND) | $62,371 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (UK) | $39,532 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | STUDY ABROAD (ITALY) | $357,380 |
| Central America and the Caribbean | Investments | $3,519,000 | |||
| East Asia and the Pacific | Investments | $389,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Spent | $5,575,253 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $16,308 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,602 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,706 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,146 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,946 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $0 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $16,308 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,602 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,706 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,146 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,946 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $0 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,092 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$386 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CITY OF HIGH POINT FIRE DEPARTMENT | |||||||
| 434 S ELM ST | HIGH POINT | NC | 27260 | 463182168 | SO | $20,000 | GENERAL SUPPORT OVER A FIVE YEAR PERIOD TO SUPPORT THE YOUTH PROGRAM. |
| HIGH POINT COMMUNITY FOUNDATION | |||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | 561695787 | PUBLIC CHARITY | $10,000,000 | GENERAL SUPPORT FOR THE HIGH POINT COMMUNITY. |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | 131669975 | PUBLIC CHARITY | $175,000 | GENERAL SUPPORT. |
| UNITED WAY OF GREATER HIGH POINT INC | |||||||
| 201 CHURCH AVENUE | HIGH POINT | NC | 27262 | 560547486 | PUBLIC CHARITY | $51,000 | GENERAL SUPPORT FOR THE BOB BROWN SCHOLARSHIP AND FOR THE HIGH POINT COMMUNITY |
| CARL CHAVIS YMCA | |||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | 463182168 | PUBLIC CHARITY | $25,350 | GENERAL SUPPORT TO BUILD A CHILDREN'S PARK AT THE CARL CHAVIS YMCA. PARK WILL BE NAMED THE HIGH POINT UNIVERSITY PARK. |
| CITY OF HIGH POINT POLICE DEPARTMENT | |||||||
| 1009 LEONARD AVENUE | HIGH POINT | NC | 27260 | 566000231 | MUNICIPAL CORP | $20,000 | GENERAL SUPPORT OF YOUTH LEADERSHIP ACADEMY PROGRAM. |
| YWCA OF HIGH POINT | |||||||
| 112 GATEWOOD AVENUE | HIGH POINT | NC | 27262 | 560579600 | PUBLIC CHARITY | $15,000 | GENERAL SUPPORT OVER A FIVE YEAR PERIOD TO BE UTILIZED IN THE EXPANSION OF THE YWCA'S FACILITIES. |
| MINISTERS CONFERENCE OF HIGH POINT | |||||||
| PO BOX 628 | HIGH POINT | NC | 27261 | 563194545 | PUBLIC CHARITY | $10,000 | GENERAL SUPPORT. |
| WEST END MINISTRIES | |||||||
| 903 W ENGLISH RD | HIGH POINT | NC | 27262 | 562273642 | PUBLIC CHARITY | $10,000 | GENERAL SUPPORT. |
| HIGH POINT COMMUNITY AGAINST VIOLENCE | |||||||
| 792 NORTH MAIN ST | HIGH POINT | NC | 27262 | 200599204 | PUBLIC CHARITY | $10,000 | GENERAL SUPPORT. |
| HIGH POINT CHAMBER FOUNDATION INC | |||||||
| PO BOX 5025 | HIGH POINT | NC | 27262 | 581321573 | PUBLIC CHARITY | $250,000 | GENERAL SUPPORT. |
| ALAMANCE COMMUNITY FOUNDATION | |||||||
| PO BOX 726 | BURLINGTON | NC | 27216 | 823275373 | PUBLIC CHARITY | $100,000 | GENERAL SUPPORT. |
| CITY OF HIGH POINT | |||||||
| PO BOX 230 | HIGH POINT | NC | 27261 | 566000231 | MUNICIPAL CORP | $94,250 | GENERAL SUPPORT TO PURCHASE A LOCOMATIVE FOR THE CITY PARK. |
| BOBBY LABONTE FOUNDATION INC | |||||||
| PO BOX 607 | TRINITY | NC | 27370 | 200780439 | PUBLIC CHARITY | $25,000 | GENERAL SUPPORT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| ATHLETIC AID | 249 | $5,704,393 | $0 | FMV |
| MERIT AID | 2649 | $20,668,019 | $0 | FMV |
| NEED-BASED AND OTHER INSTITUTIONAL AWARDS | 1284 | $5,466,739 | $0 | FMV |
| INSTITUTIONAL FUNDED FINANCIAL AID | 428 | $1,387,016 | $0 | FMV |
| EXTERNAL FUNDED FINANCIAL AID | 477 | $4,616,707 | $0 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | THE GRANTEES WERE APPROVED BY THE UNIVERSITY PRESIDENT AND CONFIRMED WITH THE VICE PRESIDENT OF FINANCIAL AFFAIRS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIDO QUBEIN | ||||||||||||||
| PRESIDENT | $720,686 | $0 | $1,600 | $0 | $330,325 | $0 | $461,600 | $0 | $16,945 | $0 | $1,531,156 | $0 | $0 | $0 |
| ANDREW BILLS | ||||||||||||||
| SENIOR VICE PRESIDENT | $251,515 | $0 | $1,600 | $0 | $2,231 | $0 | $20,947 | $0 | $16,004 | $0 | $292,297 | $0 | $0 | $0 |
| DEBI BUTT | ||||||||||||||
| VICE PRESIDENT | $151,380 | $0 | $1,600 | $0 | $721 | $0 | $9,900 | $0 | $17,468 | $0 | $181,069 | $0 | $0 | $0 |
| DENNIS CARROLL | ||||||||||||||
| VICE PRESIDENT / PROVOST | $285,735 | $0 | $1,600 | $0 | $6,838 | $0 | $21,300 | $0 | $7,726 | $0 | $323,199 | $0 | $0 | $0 |
| ROGER CLODFELTER | ||||||||||||||
| SENIOR VICE PRESIDENT | $175,600 | $0 | $1,600 | $0 | $789 | $0 | $14,048 | $0 | $0 | $0 | $192,037 | $0 | $0 | $0 |
| CHRISTOPHER DUDLEY | ||||||||||||||
| SENIOR VICE PRESIDENT | $225,884 | $0 | $1,600 | $0 | $1,025 | $0 | $19,429 | $0 | $23,800 | $0 | $271,738 | $0 | $0 | $0 |
| STEVE POTTER | ||||||||||||||
| VICE PRESIDENT | $142,921 | $0 | $1,600 | $0 | $637 | $0 | $11,616 | $0 | $7,726 | $0 | $164,500 | $0 | $0 | $0 |
| GAIL TUTTLE | ||||||||||||||
| SENIOR VICE PRESIDENT | $173,584 | $0 | $1,600 | $0 | $1,517 | $0 | $14,122 | $0 | $8,384 | $0 | $199,207 | $0 | $0 | $0 |
| DENNY G BOLTON | ||||||||||||||
| FORMER EXECUTIVE VICE PRESIDENT | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 |
| DON SCARBOROUGH | ||||||||||||||
| FORMER VICE PRESIDENT | $60,326 | $0 | $800 | $0 | $654 | $0 | $3,038 | $0 | $3,503 | $0 | $68,321 | $0 | $0 | $0 |
| JACOB MARTINSON | ||||||||||||||
| FORMER PRESIDENT, HONORARY TRUSTEE | $15,339 | $0 | $0 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $35,339 | $0 | $0 | $0 |
| SCOTT CHERRY | ||||||||||||||
| COACH | $213,127 | $0 | $1,600 | $0 | $6,194 | $0 | $9,510 | $0 | $20,073 | $0 | $250,504 | $0 | $0 | $0 |
| DANIEL ERB | ||||||||||||||
| DEAN OF HEALTH SCIENCES / PROFESSOR | $199,528 | $0 | $2,000 | $0 | $1,363 | $0 | $17,236 | $0 | $23,348 | $0 | $243,475 | $0 | $0 | $0 |
| SCOTT HEMBY | ||||||||||||||
| PHARMACY PROFESSOR | $188,950 | $0 | $2,120 | $0 | $1,346 | $0 | $15,418 | $0 | $9,136 | $0 | $216,970 | $0 | $0 | $0 |
| RONALD RAGAN | ||||||||||||||
| DEAN OF PHARMACY | $201,777 | $0 | $1,800 | $0 | $1,363 | $0 | $17,065 | $0 | $19,544 | $0 | $241,549 | $0 | $0 | $0 |
| MARIANN TILLERY | ||||||||||||||
| DEAN OF SCHOOL OF EDUCATION/PROFESSOR | $164,138 | $0 | $1,700 | $0 | $1,710 | $0 | $11,989 | $0 | $18,362 | $0 | $197,899 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | DR. NIDO QUBEIN, PRESIDENT, RECEIVES A HOUSING ALLOWANCE AND HAS SERVICES PROVIDED AT THE HOME, INCLUDING CLEANING STAFF, MAINTENANCE SERVICES AS NEEDED AND A GROUNDSKEEPER. THE UNIVERSITY PROVIDES CHARTER TRAVEL FOR THE PRESIDENT'S TRAVEL NEEDS. THE UNIVERSITY PAYS COUNTRY CLUB DUES FOR THE PRESIDENT. ANY TAXABLE INCOME RESULTING FROM THE PROVISION OF THE ABOVE ITEMS ARE REPORTED AS TAXABLE INCOME ON DR. QUBEIN'S W-2. |
| Schedule J, Part I, Line 3 | AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE/REVIEW. |
| Schedule J, Part I, Line 4 | DR. NIDO QUBEIN, PRESIDENT, RECEIVED CONTRIBUTION TO HIS 457F PLAN IN THE AMOUNT OF $440,000. MR. DENNY BOLTON, FORMER EXECUTIVE VICE PRESIDENT, RECEIVED A SEVERANCE PAYMENT OF $200,000. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NC CAPITAL FACILITIES FINANCE AGENCY | ||||||||
| A | 561592154 | 65818PJB6 | 2011-07-07 | $20,485,000 | CAPITAL SPENDING | 0 | 0 | 0 |
| NC CAPITAL FACILITIES FINANCE AGENCY | ||||||||
| B | 561592154 | 65818PJY6 | 2012-07-11 | $62,490,000 | SEE PART VI | 0 | 0 | 0 |
| NC CAPITAL FACILITIES FINANCE AGENCY | ||||||||
| C | 561592154 | 000000000 | 2015-10-22 | $80,630,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,710,000 | $0 | $20,515,791 | $0 | $0 | $0 | $468,614 | $0 | $0 | $20,047,176 | $0 | $0 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
| B | $17,920,000 | $0 | $64,937,344 | $0 | $0 | $0 | $711,927 | $0 | $0 | $64,225,417 | $0 | $0 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $1,000,000 | $0 | $80,630,000 | $0 | $0 | $0 | $188,145 | $0 | $0 | $80,441,855 | $0 | $0 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY | $7,500,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2006 ISSUED 12/14/2006. $6,610,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2007, ISSUED 10/11/2007. $12,000,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2008, ISSUED 06/18/2008. $21,055,125 TO BE APPLIED TO PREPAYMENT OF BB&T 2010 TERM LOAN. $2,486,670.92 TO BE APPLIED TO BB&T REFUNDING LOAN. $923,434.29 TO BE APPLIED TO PREPAYMENT OF DOE LOAN. $1,295,671.89 TO BE APPLIED TO PREPAYMENT OF THE HIGH POINT BANK LOAN. $3,268,726.39 TO BE APPLIED TO THE PREPAYMENT OF THE WELLS FARGO LINE OF CREDIT. $9,017,274.34 FOR HEALTH SCIENCE, CENTER FOR EXCELLENCE, ATHLETIC PERFORMANCE CENTER AND ISSUANCE EXPENSE. |
| Schedule K, Part I, Column f-10/22/2015 80,630,000 NC CAPITAL FACILITIES FINANCE AGENCY | $19,950,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2006, ISSUED 12/14/2006. $21,490,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2007, ISSUED 10/11/2007. $30,000,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2008, ISSUED 06/18/2008. $9,190,000 HEALTH SCIENCES FACILITIES AND ISSUANCE EXPENSE. |
| Schedule K, Part II, Line 3-07/07/2011 20,485,000 NC CAPITAL FACILITIES FINANCE AGENCY | $30,791 INTEREST EARNED ON BOND. |
| Schedule K, Part II, Line 3-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY | $68,514 INTEREST EARNED ON BOND. BOND ISSUED WITH AN ORIGINAL ISSUE PREMIUM OF $2,378,830. |
| Schedule K, Part IV, Line 2c-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY | HIGH POINT UNIVERSITY HIRED BINGHAM ARBITRAGE REBATE SERVICES, INC. TO COMPLETE ITS ARBITRAGE REBATE CALCULATION AS OF MAY 1, 2017, THE FIRST INSTALLMENT EVALUATION DATE. AFTER THEIR REVIEW, IT WAS DETERMINED THAT HIGH POINT UNIVERSITY DID NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BB&T | |||
| NIDO QUBEIN, PRESIDENT, IS ON THE BOARD OF DIRECTORS OF BB&T. | $10,722,176 | HIGH POINT UNIVERSITY DOES BANKING AND HAS LINES OF CREDIT WITH BB&T. | 0 |
| BUDD GROUP | |||
| THE BUDD GROUP CEO, JOSEPH BUDD, IS THE SON OF TRUSTEE RICHARD BUDD. | $7,221,248 | THE BUDD GROUP IS CONTRACTED TO PERFORM MAINTENANCE, GROUNDS KEEPING AND JANITORIAL SERVICES FOR HIGH POINT UNIVERSITY. | 0 |
| CREATIVE SERVICES | |||
| OWNERS OF CREATIVE SERVICES ARE THE CHILDREN OF NIDO QUBEIN, PRESIDENT. | $1,178,077 | CREATIVE SERVICES PROVIDES PUBLIC RELATIONS AND MARKETING MATERIALS FOR THE UNIVERSITY. THE COMPANY HAS DONE BUSINESS WITH THE UNIVERSITY SINCE 1994, 12 YEARS BEFORE CURRENT PRESIDENT TOOK OFFICE. | 0 |
| SOUTHEASTERN BUILDING SERVICES INC | |||
| MIRIAM KIMSEY, TRUSTEE, IS THE VICE PRESIDENT OF SOUTHEASTERN BUILDING INC. | $489,259 | THE COMPANY PROVIDES HVAC MAINTENANCE AND REPAIR SERVICES TO VARIOUS CAMPUS BUILDINGS. | 0 |
| VANN YORK AUTO GROUP | |||
| W. VANN YORK, CHAIRMAN OF THE BOARD FOR VANN YORK AUTO GROUP, IS A TRUSTEE. | $109,403 | THE UNIVERSITY PURCHASES AUTOMOBILES AND AUTO SERVICES FROM VANN YORK AUTO GROUP. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $196,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | OCCASIONALLY THE ORGANIZATION RECEIVES REAL ESTATE AS A GIFT AND WILL HIRE AN INDEPENDENT REAL ESTATE AGENT TO SELL THE PROPERTY. |
| Schedule M, Part I, Line 33 | THE UNIVERSITY ONLY RECOGNIZES THROUGH REVENUE THOSE NON-CASH CONTRIBUTIONS EXTERNALLY VALUED IN EXCESS OF A SET AMOUNT PER UNIVERSITY POLICY. IF NON-CASH GIFTS ARE RECEIVED THAT ARE VALUED AT LESS THAN OUR PRE-DETERMINED POLICY AMOUNT, THE GIFT IS SUBSTANTIATED TO THE DONOR WITHOUT A VALUE AND IS NOT RECORDED IN REVENUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | BOARD OF TRUSTEE MEMBERS GENE AND WILLIAM KESTER HAVE A FAMILY RELATIONSHIP. BOARD OF TRUSTEE MEMBERS JAMES MILLIS AND MOLLY YOUNG HAVE A FAMILY RELATIONSHIP. |
| Form 990, Part VI, Section B, Line 11b | THE FORM 990 IS PREPARED IN THE OFFICE OF THE VICE PRESIDENT FOR FINANCIAL AFFAIRS AND IS REVIEWED BY THE AUDIT FIRM AND LEGAL COUNSEL. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE UNIVERSITY PRESIDENT WITH COPIES MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section B, Line 12c | EACH OFFICER OF THE ORGANIZATION IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AGREEMENT WHICH THE UNIVERSITY MONITORS ON AN ONGOING BASIS AND REVIEWS THOROUGHLY AT LEAST ANNUALLY. |
| Form 990, Part VI, Section B, Line 15 | AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE AND REVIEWS TO THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES THE LEGALLY REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 | CHANGE IN INTEREST RATE SWAP - $2,747,157. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| 1924 HOLDINGS LLC | ||||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | 900660924 | RENTAL | NC | $138,677 | $6,817,153 | HIGH POINT UNIVERSITY | |
| LONGLEAF PINE REALTY LLC | ||||||||||
| 101 NORTH TRYON STREET | CHARLOTTE | NC | 28246 | REAL ESTATE PURCHASES | NC | $0 | $0 | HIGH POINT UNIVERSITY | SUITE 1900 | |
| OLYMPUS REALTY LLC | ||||||||||
| 101 NORTH TYRON STREET | CHARLOTTE | NC | 28246 | REAL ESTATE PURCHASES | NC | $0 | $0 | HIGH POINT UNIVERSITY | SUITE 1900 | |
| LILY PAD INVESTORS LLC | ||||||||||
| P O BOX 1550 | HIGH POINT | NC | 27261 | REAL ESTATE PURCHASES | NC | $0 | $0 | HIGH POINT UNIVERSITY | ||
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE UNIVERSITY REQUESTED AND RECEIVED APPROVAL TO FILE THE TAX RETURN ON EXTENSION USING FORM 8868. | ExplanationTxt |
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