2018-05-08T14:54:09-05:00 2017-06-30 593070669 MOORE STEPHENS LOVELACE PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2016-07-01 590704726 BETHUNE-COOKMAN UNIVERSITY BETH 3864312031 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 ANGELA POOLE CHIEF FINANCIAL OFFICER 3864312031 2018-05-08 1 KURT A ALTER CPA P00059492 4077405400 2016 2022-09-23 18:48:47Z HUBERT L GRIMES 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 99891688 0 X WWW.COOKMAN.EDU X 1904 FL TO SERVE THE EDUCATIONAL, SOCIAL, AND CULTURAL NEEDS OF ITS STUDENTS. 30 30 1491 65 0 0 16878817 17278457 73783689 79464274 -620463 1179834 1636465 1969123 91678508 99891688 15913814 13339457 0 0 49232077 51256034 0 0 2624178 44377829 45111525 109523720 109707016 -17845212 -9815328 225624794 221467449 124422649 126043301 101202145 95424148 X TO SERVE THE EDUCATIONAL, SOCIAL, AND CULTURAL NEEDS OF ITS STUDENTS. 0 0 43723833 57002756 INSTRUCTION: BETHUNE-COOKMAN UNIVERSITY OFFERS BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES IN 37 MAJORS AREAS, THROUGH SIX MAJOR DIVISIONS; SCHOOL OF BUSINESS, EDUCATION, LIBERAL ARTS, HEALTH SCIENCES, SCIENCE/MATHEMATICS AND SOCIAL SCIENCES. THE UNIVERSITY ALSO OFFERS THREE MASTER'S DEGREE PROGRAMS. 13339457 13339457 STUDENT AID: GRANTS AND SCHOLARSHIPS WERE PROVIDED TO STUDENTS BASED ON ACADEMIC AND ATHLETIC ACHIEVEMENT, AND FINANCIAL NEED. THE UNIVERSITY ALSO PARTICIPATES IN VARIOUS FEDERAL AND STATE PROGRAMS OFFERING FINANCIAL AID TO STUDENTS. 26371221 24430641 AUXILIARY SERVICES: THROUGH ITS FOOD SERVICES DEPARTMENT, MEAL PLANS ARE PROVIDED FOR STUDENTS LIVING ON CAMPUS. A CAFETERIA, IN ADDITION TO A STARBUCKS CAFE AND WORLD OF WINGS ARE ALSO AVAILABLE FOR OFF-CAMPUS STUDENTS, FACULTY AND VISITORS. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR STUDENTS. THE UNIVERSITY ALSO MAINTAINS SEVEN RESIDENCE HALLS THAT PROVIDE FULL LIVING FACILITIES FOR APPROXIMATELY 1,800 STUDENTS. ALL RESIDENCE HALLS ARE CONNECTED TO THE INTERNET. THE BOOKSTORE OFFERS TEXTBOOKS AND OTHER SUPPLIES FOR THE STUDENTS. 7175604 STUDENT SERVICES: STUDENTS ARE INVOLVED IN A VARIETY OF CULTURAL AND SOCIAL PROGRAMS TO ENRICH THEIR EDUCATIONAL EXPERIENCES. SUPPORT FOR STUDENTS WITH LEARNING AND PHYSICAL DISABILITIES ARE ALSO PROVIDED. VARIOUS COMPUTER LABS AND A 24-HOUR LIBRARY ARE OPEN TO ALL STUDENTS TO SUPPORT THEIR EDUCATIONAL EXPERIENCE. BETHUNE-COOKMAN UNIVERSITY ALSO HAS A ROTC OFFICE AVAILABLE TO STUDENTS. 7175604 90610115 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 348 0 1 1491 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X BETHUNE-COOKMAN UNIVERSITY 3864812030 640 DR MARY MCLEOD BLVD DAYTONA BEACH FL 32114 X JOE PETROCK CHAIRPERSON 1.00 X X 0 0 0 NELSON L ADAMS 1ST VICE CHAIR 1.00 X X 0 0 0 JOYCE A HANKS-MOOREHEAD ESQUIRE 2ND VICE CHAIR 1.00 X X 0 0 0 BISHOP KENNETH H CARTER JR 3RD VICE CHAIR 1.00 X X 0 0 0 JOYCE ODONGO SECRETARY 1.00 X X 0 0 0 JENNIFER L ADAMS TRUSTEE 1.00 X 0 0 0 WILLIAM S BARNES TRUSTEE 1.00 X 0 0 0 ROBERT L BILLINGSLEA TRUSTEE 1.00 X 0 0 0 BURNEY BIVENS TRUSTEE 1.00 X 0 0 0 MATHEW L BROWN TRUSTEE 1.00 X 0 0 0 LEE BRYAN TRUSTEE 1.00 X 0 0 0 JACOB F BRYAN IV TRUSTEE 1.00 X 0 0 0 MICHELLE CARTER-SCOTT TRUSTEE 1.00 X 0 0 0 JUDGE PRINCE CARTWRIGHT TRUSTEE 1.00 X 0 0 0 AUDLEY COAKLEY TRUSTEE 1.00 X 0 0 0 ANTONIO T COLEY TRUSTEE 1.00 X 0 0 0 JOYCE CUSACK TRUSTEE 1.00 X 0 0 0 WAYNE A DAVIS TRUSTEE 1.00 X 0 0 0 GREGORIO A FRANCIS TRUSTEE 1.00 X 0 0 0 MCCOY GIBBS TRUSTEE 1.00 X 0 0 0 JEFFERY HAYNES TRUSTEE 1.00 X 0 0 0 DOROTHYE HENDERSON TRUSTEE 1.00 X 0 0 0 MICHAEL P JOHNSON TRUSTEE 1.00 X 0 0 0 BELVIN PERRY JR TRUSTEE 1.00 X 0 0 0 F MICHAEL KYLE TRUSTEE 1.00 X 0 0 0 L GALE LEMERAND TRUSTEE 1.00 X 0 0 0 IRVING J MATTHEWS TRUSTEE 1.00 X 0 0 0 LA-DORIS MCCLANEY TRUSTEE 1.00 X 0 0 0 PAULETTE MONROE TRUSTEE 1.00 X 0 0 0 LUCILLE O'NEAL TRUSTEE 1.00 X 0 0 0 ANNETTE STILES PENDERGRASS TRUSTEE 1.00 X 0 0 0 TERRY PRATHER TRUSTEE 1.00 X 0 0 0 CATHERINE FLUCK PRICE TRUSTEE 1.00 X 0 0 0 ALEXIS PUGH TRUSTEE 1.00 X 0 0 0 RAFAEL A RAMIREZ JR TRUSTEE 1.00 X 0 0 0 LEE E RHYANT TRUSTEE 1.00 X 0 0 0 PATRICK DAVID ROBERTS TRUSTEE 1.00 X 0 0 0 JOHN A ROGERS JR TRUSTEE 1.00 X 0 0 0 REV THOM SHAFER TRUSTEE 1.00 X 0 0 0 KENT SHARPLES TRUSTEE 1.00 X 0 0 0 GARY SPENCER TRUSTEE 1.00 X 0 0 0 MICHAEL D WALSH TRUSTEE 1.00 X 0 0 0 LINDA F WELLS TRUSTEE 1.00 X 0 0 0 JACARI WILLIAMS-HARRIS TRUSTEE 1.00 X 0 0 0 RUFUS WILSON TRUSTEE 1.00 X 0 0 0 M DECKER YOUNGMAN TRUSTEE 1.00 X 0 0 0 EUGENE ZIMMERMAN TRUSTEE 1.00 X 0 0 0 HILTON O SMITH TRUSTEE 1.00 X 0 0 0 EDISON O JACKSON PRESIDENT 40.00 X 425000 0 34527 ANGELA POOLE CHIEF FINANCIAL OFFICER 40.00 X 9583 0 0 LYNN W THOMPSON VICE-PRESIDENT (ATHLETICS) 40.00 X 259338 0 23514 FONTAINE DAVIS VICE PRESIDENT, CHIEF OF STAFF 40.00 X 199590 0 0 TERRY E SIMS HEAD FOOTBALL COACH 40.00 X 193237 0 15220 HELENA MARIELLA-WALROND VICE PRESIDENT (PROVOST) 40.00 X 192928 0 12238 GRAHAM J GILCHRIST VICE PRESIDENT (CAPITAL PROJECTS) 40.00 X 164929 0 11788 HAKIM J LUCAS VICE PRESIDENT (DEVELOPMENT) 40.00 X 174482 0 12266 WILLIS WALTER VICE-PRESIDENT (K-16 INITIATIVES) 40.00 X 175100 0 0 ALLIA L CARTER VICE-PRESIDENT (ENROLLMENT MANAGEMENT) 40.00 X 157712 0 19704 FRANKLIN PATTERSON CHIEF INFORMATION OFFICER 40.00 X 164482 0 12266 NAN FISHER WILLIAMS VICE PRESIDENT (HUMAN RESOURCES) 40.00 X 169590 0 0 DONOVAN V WELLS MUSIC DIRECTOR 40.00 X 190405 0 29242 HUBERT GRIMES VICE PRESIDENT (LEGAL) 40.00 X 159355 0 12266 SHELLY RICE CHIEF ANALYTICS OFFICER 40.00 X 165808 0 0 JASON E GLENN VICE-PRESIDENT (STUDENT SERVICES) 40.00 X 140000 0 0 2941539 0 183031 58 0 1 0 SODEXO INC & AFFILIATES POBOX 536922 ATLANTA GA 303536922 FOOD SERVICE - STUDENT MEAL PLANS 4852517 WCC SERVICES INC 1971 LEE ROAD WINTER PARK FL 32789 CONSTRUCTION 1654197 MOORE STEPHENS LOVELACE PA 255 SOUTH ORANGE AVENUE SUITE 600 ORLANDO FL 32801 AUDIT/TAX SERVICES 177543 3 17278457 17278457 TUITION & FEES 611710 55033633 55033633 AUXILIARY ENTERPRISES 611710 24430641 24430641 79464274 307980 307980 871854 0 871854 871854 871854 OTHER INCOME 900099 1969123 1969123 1969123 99891688 81433397 0 1179834 425496 425496 12913961 12913961 2745006 1099294 1343379 302333 39497117 29732414 8974519 790184 1203168 992604 204232 6332 7810743 6181627 1484968 144148 61208 61208 113785 113785 3953551 2679999 572597 700955 660475 292059 95898 272518 1133857 1015296 99049 19512 3230079 3033744 187350 8985 10403552 8999891 1340420 63241 3981898 2956007 795356 230535 7780727 7756749 23978 5895384 5305846 589538 STUDENT FOOD SERVICE 5885136 5608233 254748 22155 PROFESSIONAL DEVELOPMEN 1023283 625250 347928 50105 INSTRUCTIONAL & ATHLETI 940101 794125 132801 13175 TRANSPORTATION 28784 2822 25962 19705 19705 109707016 90610115 16472723 2624178 2466285 7113648 2764984 3595505 1743186 2688436 8401162 7417196 532385 172118 223498495 67349926 159621403 156148569 47899540 42323284 2195849 2008693 225624794 221467449 6238268 9162883 20045000 19230000 94575594 90568006 3563787 7082412 124422649 126043301 X 70418737 61620916 20012011 22887719 10771397 10915513 101202145 95424148 225624794 221467449 X -9815328 1017510 3019821 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47758297 284502 5540323 11168253 113785 42301084 54718740 109859 -1359662 5600958 109682 47758297 53625477 228743 1063792 199272 54718740 46689391 432533 7076392 330052 20300 222487 53625477 41817907 477950 4775843 204752 177557 46689391 0.23000 0.26000 0.51000 0 0 9106883 9106883 192410304 54927810 137482494 20936983 12422116 8514867 1044325 1044325 156148569 GLOBAL EX-US EQUITY 11114759 C U.S. MID-TO-LARGE CAP EQUITY 11600046 C HEDGE FUNDS 7424523 C DEBT MUTUAL FUNDS 9013628 C COMMINGLED FUNDS 2640400 C LOAN DUE FROM FUM FOUNDATION 22200 C SHORT-TERM INVESTMENT FUNDS 507728 C 42323284 STUDENT DEPOSITS 204972 DEFERRED LEASE PAYMENTS 6877440 7082412 88291819 903725 -12503594 -11599869 99891688 0 99891688 97089640 0 97089640 113785 12503591 12617376 109707016 PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE -12,503,594. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 12,503,594. ROUNDING -3. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS LISTED IN ADMISSIONS PACKETS AND THE COLLEGE CATALOG AS WELL AS STUDENT/FACULTY HANDBOOKS. SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS AS LISTED BELOW. THESE PROGRAMS ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. FEDERAL PROGRAMS: U.S. DEPARTMENT OF EDUCATION CORPORATION FOR NATIONAL & COMMUNITY SERVICE (AMERICORPS) NATIONAL SCIENCE FOUNDATION U.S. DEPARTMENT OF COMMERCE STATE PROGRAMS: FLORIDA DEPARTMENT OF EDUCATION FLORIDA DEPARTMENT OF HIGHWAY SAFETY AND MOTOR VEHICLES FLORIDA DEPARTMENT OF HEALTH FLORIDA DEPARTMENT OF STATE DIVISION OF HISTORICAL RESOURCES 1 SCHOLARSHIPS FOR ACADEMIC, ATHLETIC AND FINANCIAL NEED 4253 12913961 PART I, LINE 2: GRANTS AWARDED ARE PART OF AN OVERALL SCHOLARSHIP PROGRAM IN WHICH CRITERIA AND AMOUNTS AWARDED ARE RECORDED BY GRANTEE. X 0 0 0 0 0 0 0 0 0 EDISON O JACKSON PRESIDENT 425000 0 0 0 0 0 0 0 34527 0 459527 0 0 0 LYNN W THOMPSON VICE-PRESIDENT (ATHLETICS) 259338 0 0 0 0 0 0 0 23514 0 282852 0 0 0 FONTAINE DAVIS VICE PRESIDENT, CHIEF OF STAFF 199590 0 0 0 0 0 0 0 0 0 199590 0 0 0 TERRY E SIMS HEAD FOOTBALL COACH 193237 0 0 0 0 0 0 0 15220 0 208457 0 0 0 HELENA MARIELLA-WALROND VICE PRESIDENT (PROVOST) 192928 0 0 0 0 0 0 0 12238 0 205166 0 0 0 GRAHAM J GILCHRIST VICE PRESIDENT (CAPITAL PROJECTS) 164929 0 0 0 0 0 0 0 11788 0 176717 0 0 0 HAKIM J LUCAS VICE PRESIDENT (DEVELOPMENT) 174482 0 0 0 0 0 0 0 12266 0 186748 0 0 0 WILLIS WALTER VICE-PRESIDENT (K-16 INITIATIVES) 175100 0 0 0 0 0 0 0 0 0 175100 0 0 0 ALLIA L CARTER VICE-PRESIDENT (ENROLLMENT MANAGEMEN 157712 0 0 0 0 0 0 0 19704 0 177416 0 0 0 FRANKLIN PATTERSON CHIEF INFORMATION OFFICER 164482 0 0 0 0 0 0 0 12266 0 176748 0 0 0 NAN FISHER WILLIAMS VICE PRESIDENT (HUMAN RESOURCES) 169590 0 0 0 0 0 0 0 0 0 169590 0 0 0 DONOVAN V WELLS MUSIC DIRECTOR 190405 0 0 0 0 0 0 0 29242 0 219647 0 0 0 HUBERT GRIMES VICE PRESIDENT (LEGAL) 159355 0 0 0 0 0 0 0 12266 0 171621 0 0 0 SHELLY RICE CHIEF ANALYTICS OFFICER 165808 0 0 0 0 0 0 0 0 0 165808 0 0 0 A HIGHER EDUC FACILITIES FINANCING AUTHORITY 900058227 34073TCF2 2010-11-16 23825000 FINANCE CAPITAL IMPROVEMENTS 0 0 0 A 4595000 24130183 1807569 456662 21865952 2010 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 FORM 990, SCHEDULE K, LINE 3 THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS OF ISSUE ON PART II, LINE 3 AND THE ISSUE PRICE AS REPORTED ON PART I, COLUMN (E) IS THE NET ORIGINAL ISSUE PREMIUM OF $21,329 AND THE ADDITIONAL PROCEEDS RECEIVED FROM THE SALE OF $283,854. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS PRESENTED TO AND APPROVED BY THE FULL BOARD BEFORE FILING. ALL BOARD MEMBERS WHO WISHED TO REVIEW THE RETURN HAD AN OPPORTUNITY TO DO SO. A COPY OF THE RETURN, AS ULTIMATELY FILED, IS MAINTAINED BY THE CHIEF FINANCIAL OFFICER AND IS AVAILABLE FOR INSPECTION BY BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR ALL BOARD MEMBERS ARE REQUIRED TO REAFFIRM IN WRITING THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO REPORT ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE PRESIDENT AND OTHER TOP MANAGEMENT BASED ON PERFORMANCE AND COMPARABLE DATA OBTAINED FROM INSTITUTIONS OF COMPARABLE SIZE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON SUNBIZ.ORG. FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART VII JOHN W. HARRINGTON IS A NON-BOARD MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARILY RESTRICTED ASSETS 2,875,708. CHANGE IN PERMANENTLY RESTRICTED ASSETS 144,116. ROUNDING -3. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT IS ASSUMED BY THE FINANCE COMMITTEE.