CARSON-NEWMAN UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARSON-NEWMAN UNIVERSITY (EIN 62-0479189)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349309961
- Schema version
- 2016v3.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:27:46-04:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621874228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARRENJACKSON CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 N HILL ST | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620479189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSON-NEWMAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 8654712000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 557 | AddressLine1Txt |
| City | JEFFERSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS MARTHA H CHAMBERS | PersonNm |
| Person Title | VP CFO | PersonTitleTxt |
| Phone | 8654712000 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P BALES CPA | PreparerPersonNm |
| PTIN | P00712504 | PTIN |
| Phone | 4237459314 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR J RANDALL O'BRIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1946 RUSSELL AVE | AddressLine1Txt |
| City | JEFFERSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,446,440 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | MISSION OF CHALLENGE, NURTURE, COMMUNITY: CARSON-NEWMAN UNIVERSITY OFFERS A CHRISTIAN, LIBERAL ARTS EDUCATION IN AN ENVIRONMENT THAT ENCOURAGES OPEN INTELLECTUAL INQUIRY AND DEEPER SPIRITUAL MATURITY. STUDENTS RECEIVE A PERSONALIZED EDUCATION IN SMALL CLASSES. CARING FACULTY AND STAFF MENTORS GET TO KNOW AND NURTURE EACH STUDENT. WE SEEK TO INSTILL CHRISTIAN VALUES IN OUR STUDENTS AND INSPIRE THEM TO USE UNIQUE GIFTS FOR A LIFETIME OF SERVICE. THE HISTORIC BAPTIST DISTINCTIVES OF RELIGIOUS LIBERTY, PERSONAL RESPONSIBILITY, AND COMPASSION FOR OTHERS CREATE A WELCOMING COMMUNITY THAT FOSTERS A SENSE OF BELONGING. THE CULTURAL HERITAGE AND GEOGRAPHIC BEAUTY OF THE APPALACHIAN REGION ENRICHES THE CARSON-NEWMAN EXPERIENCE, AND THE UNIVERSITY CONTRIBUTES TO THE ENVIRONMENTAL PRESERVATION ADN ECONOMIC DEVELOPMENT OF THIS NATIONAL TREASURE. VISION: TO BECOME A PREMIER CHRISTIAN LIBERAL ARTS UNIVERSITY WITH A WORLD-WIDE IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1261 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,031,245 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,064,131 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,820,935 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,983,293 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,412,914 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,205,178 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,445,455 | PYOtherRevenueAmt |
| CY Other Revenue | -$806,162 | CYOtherRevenueAmt |
| PY Total Revenue | $62,819,639 | PYTotalRevenueAmt |
| CY Total Revenue | $72,446,440 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,283,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,826,104 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,531,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,562,371 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,399,533 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,761,204 | PYOtherExpensesAmt |
| CY Other Expenses | $21,374,019 | CYOtherExpensesAmt |
| PY Total Expenses | $62,575,699 | PYTotalExpensesAmt |
| CY Total Expenses | $64,762,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $243,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,683,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,912,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,924,608 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,744,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,072,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,167,738 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,851,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION OF CHALLENGE, NURTURE, COMMUNITY: CARSON-NEWMAN UNIVERSITY OFFERS A CHRISTIAN, LIBERAL ARTS EDUCATION IN AN ENVIRONMENT THAT ENCOURAGES OPEN INTELLECTUAL INQUIRY AND DEEPER SPIRITUAL MATURITY. STUDENTS RECEIVE A PERSONALIZED EDUCATION IN SMALL CLASSES. CARING FACULTY AND STAFF MENTORS GET TO KNOW AND NURTURE EACH STUDENT. WE SEEK TO INSTILL CHRISTIAN VALUES IN OUR STUDENTS AND INSPIRE THEM TO USE UNIQUE GIFTS FOR A LIFETIME OF SERVICE. THE HISTORIC BAPTIST DISTINCTIVES OF RELIGIOUS LIBERTY, PERSONAL RESPONSIBILITY, AND COMPASSION FOR OTHERS CREATE A WELCOMING COMMUNITY THAT FOSTERS A SENSE OF BELONGING. THE CULTURAL HERITAGE AND GEOGRAPHIC BEAUTY OF THE APPALACHIAN REGION ENRICHES THE CARSON-NEWMAN EXPERIENCE, AND THE UNIVERSITY CONTRIBUTES TO THE ENVIRONMENTAL PRESERVATION ADN ECONOMIC DEVELOPMENT OF THIS NATIONAL TREASURE. VISION: TO BECOME A PREMIER CHRISTIAN LIBERAL ARTS UNIVERSITY WITH A WORLD-WIDE IMPACT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | CARSON-NEWMAN UNIVERSITY IS A PRIVATE, CHRISTIAN-BASED LIBERAL-ARTS NOT- FOR-PROFIT INSTITUTION OF HIGHER EDUCATION WHICH IS OPERATED UNDER THE AUSPICES OF THE TENNESSEE BAPTIST CONVENTION. THE COLLEGE PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO APPROXIMATELY 3,063 STUDENTS, ACADEMIC SUPPORT THAT INCLUDES LIBRARY SERVICES, TUTORING, AND ENGLISH INSTRUCTION FOR SPEAKERS OF OTHER LANGUAGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARSON-NEWMAN UNIVERSITY PROVIDES STUDENT SERVICES THAT INCLUDE ADMISSIONS, ORIENTATION, REGISTRATION, FINANCIAL-AID ASSISTANCE COUNSELING, ACADEMIC SUPPORT AND CAREER COUNSELING, PSYCHOLOGICAL COUNSELING, INTRAMURAL PROGRAMS, AND INTER-COLLEGIATE ATHLETICS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARSON-NEWMAN UNIVERSTIY PROVIDES AUXILIARY ENTERPRISES TAHT INCLUDE HOUSING FOR APPROXIMATELY 1,024 FULL-TIME STUDENTS RESIDENTIAL STUDENTS, FOOD SERVICE, A BOOKSTORE, AND FACILITIES FOR SUMMER PROGRAMS OPERATED BY LIFEWAY MINISTRIES FOR APPROXIMATELY 4,000 CHILDREN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,340,232 | ExpenseAmt |
| Grant | $23,826,104 | GrantAmt |
| Desc | CARSON-NEWMAN UNIVERSTIY INTEGRATES ITS STUDENTS INTO BENEVOLENT MINISTRIES THAT IT OPERATES TO SERVICE THE INDIGENT (APPALACHIAN OUTREACH SPONSORS MISSION TRIPS, PROVIDES HOME REPAIR, A FOOD PANTRY, CLOTHING, HOUSEHOLD GOODS AND EDUCATIONAL PROGRAMS THAT INCLUDE TUTORING AND LIFE SKILLS TRAINING AND ITS SAMARITAN HOUSE PROVIDES TEMPORARY HOUSING FOR HOMELESS FAMILIES IN EAST TENNESSEE). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $58,340,232 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $23,826,104 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $58,340,232 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1261 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA CHAMBERS CPA | PersonNm |
| Phone | 8654714351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1646 RUSSELL AVENUE | AddressLine1Txt |
| City | JEFFERSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 377600557 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MR RICHARD HILL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID OGLE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| REVEREND WILLIAM HILD | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR CT COZART | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JEFF LOVINGOOD | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT TUCK | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR JACK OWENBY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR PAUL PARDUE | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE BARRY A STEELMAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM SEALE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE HARRY BROOKS | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MRS JOAN CRONAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MRS WANDA MOORE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MRS PATRICIA BIBLE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MRS RUTH PRESCOTT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR NATE SCHOTT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR HONG TIJOA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD LLOYD | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR GARY PAGE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR DEAN HAUN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT GAY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR C WADE BIBB | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE JEANETTE BLAZIER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DR J RANDALL O'BRIEN | ||||||
| PRESIDENT | 40.00 | $219,754 | $0 | $42,500 | Yes (X) | |
| MR PAUL M PERCY | ||||||
| EVP AND PROV | 40.00 | $168,743 | $0 | $0 | Yes (X) | |
| MRS MARTHA H CHAMBERS | ||||||
| VP CFO | 40.00 | $120,678 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $509,175 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| IDS-100 PENN SQ EAST | PHILADELPHIA | PA | 19107 | FOOD SERVICE | $4,187,284 |
| PREMIERE BLDG MAINT CORP | |||||
| 1416 MCCALLA AVE | KNOXVILLE | TN | 37915 | JANITORIAL | $1,100,390 |
| TOTAL PROPERTY MANAGMENT | |||||
| 1022 W HWY 11-E | NEW MARKET | TN | 37820 | LAWN/PROJECTS | $548,557 |
| CITY OF JEFFERSON CITY | |||||
| PO BOX 530 | JEFFERSON CITY | TN | 37760 | POLICE OFFICERS | $305,841 |
| PREMIER SERVICE GROUP INC | |||||
| 333 TROY CIRCLE | KNOXVILLE | TN | 37919 | MAINTENANCE | $245,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $168,905 | GovernmentGrantsAmt |
| All Other Contributions | $7,895,226 | AllOtherContributionsAmt |
| Noncash Contributions | $1,294,893 | NoncashContributionsAmt |
| Total Contributions | $8,064,131 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $51,430,976 | $51,430,976 |
| DINING SERVICES | 531110 | $4,290,228 | $4,290,228 |
| STUDENT HOUSING | 722210 | $3,410,770 | $3,410,770 |
| INTERCOLLEGIATE ATHLETICS ETC | 451211 | $1,355,667 | $1,355,667 |
| SUMMER PROGRAM | 531110 | $394,159 | $394,159 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,493 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,983,293 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,205,178 | TotalRevenueColumnAmt |
| Exclusion | $4,205,178 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHANGE IN VALUATION OF INTERE | 900099 | $373,284 | $373,284 |
| CHANGE IN VALUATION OF ANNUIT | 900099 | $60,156 | $60,156 |
| CHANGE IN NET PENSION LIABILI | 900099 | -$1,239,602 | -$1,239,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$806,162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,446,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,983,293 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,399,016 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,826,104 | TotalAmt |
| Program Services | $23,826,104 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,175 | TotalAmt |
| Management And General | $509,175 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,560,674 | TotalAmt |
| Program Services | $14,016,486 | ProgramServicesAmt |
| Management And General | $874,063 | ManagementAndGeneralAmt |
| Fundraising | $670,125 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,124 | TotalAmt |
| Program Services | $1,788,287 | ProgramServicesAmt |
| Management And General | $466,350 | ManagementAndGeneralAmt |
| Fundraising | $123,487 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,398 | TotalAmt |
| Program Services | $982,653 | ProgramServicesAmt |
| Management And General | $87,127 | ManagementAndGeneralAmt |
| Fundraising | $44,618 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,251 | TotalAmt |
| Program Services | $590,146 | ProgramServicesAmt |
| Management And General | $17,488 | ManagementAndGeneralAmt |
| Fundraising | $30,617 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,645 | TotalAmt |
| Management And General | $45,645 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,250 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,316 | TotalAmt |
| Program Services | $368,240 | ProgramServicesAmt |
| Management And General | $804 | ManagementAndGeneralAmt |
| Fundraising | $57,272 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,050 | TotalAmt |
| Program Services | $635,310 | ProgramServicesAmt |
| Management And General | $568,046 | ManagementAndGeneralAmt |
| Fundraising | $222,694 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,974,299 | TotalAmt |
| Program Services | $7,099,412 | ProgramServicesAmt |
| Management And General | $865,271 | ManagementAndGeneralAmt |
| Fundraising | $9,616 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,953 | TotalAmt |
| Program Services | $644,029 | ProgramServicesAmt |
| Management And General | $69,336 | ManagementAndGeneralAmt |
| Fundraising | $59,588 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,251 | TotalAmt |
| Program Services | $140,235 | ProgramServicesAmt |
| Management And General | $10,430 | ManagementAndGeneralAmt |
| Fundraising | $23,586 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,999 | TotalAmt |
| Program Services | $648,973 | ProgramServicesAmt |
| Management And General | $192,026 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,528,040 | TotalAmt |
| Program Services | $2,306,142 | ProgramServicesAmt |
| Management And General | $221,898 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,065 | TotalAmt |
| Program Services | $328,477 | ProgramServicesAmt |
| Management And General | $36,588 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM FOOD AND BEV | $3,575,136 | $3,506,849 | $38,591 | $29,696 |
| SUPPLIES | $998,932 | $876,808 | $44,322 | $77,802 |
| BAD DEBT EXPENSE | $469,254 | $469,254 | ||
| LIBRARY PERIODICALS, OTHE | $265,043 | $265,043 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,535 | TotalAmt |
| Program Services | $303,538 | ProgramServicesAmt |
| Management And General | $504,565 | ManagementAndGeneralAmt |
| Fundraising | $50,432 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,762,494 | TotalAmt |
| Program Services | $58,340,232 | ProgramServicesAmt |
| Management And General | $5,022,729 | ManagementAndGeneralAmt |
| Fundraising | $1,399,533 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,429,107 | BOYAmt |
| EOY | $5,807,957 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,172 | BOYAmt |
| EOY | $1,700,843 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,429 | BOYAmt |
| EOY | $2,188,828 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,228 | BOYAmt |
| EOY | $2,072,052 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,491 | BOYAmt |
| EOY | $961,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,438,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,613,330 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,519,109 | BOYAmt |
| EOY | $53,825,001 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,749,053 | BOYAmt |
| EOY | $50,657,637 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,933,426 | BOYAmt |
| EOY | $9,710,814 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,912,015 | BOYAmt |
| EOY | $126,924,608 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,902 | BOYAmt |
| EOY | $1,905,375 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,615 | BOYAmt |
| EOY | $759,529 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,084,712 | BOYAmt |
| EOY | $13,801,832 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,484,048 | BOYAmt |
| EOY | $22,606,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,744,277 | BOYAmt |
| EOY | $39,072,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,472,018 | BOYAmt |
| EOY | $18,089,905 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,083,615 | BOYAmt |
| EOY | $12,284,070 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,612,105 | BOYAmt |
| EOY | $57,477,709 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,167,738 | BOYAmt |
| EOY | $87,851,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,912,015 | BOYAmt |
| EOY | $126,924,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,683,946 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,979,635 | BeginningYearBalanceAmt |
| Contributions | $2,370,912 | ContributionsAmt |
| Investment Earnings Or Losses | $2,986,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,472,720 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$9,423 | OtherExpendituresAmt |
| End Year Balance | $62,854,530 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,263,167 | BeginningYearBalanceAmt |
| Contributions | $1,154,854 | ContributionsAmt |
| Investment Earnings Or Losses | $1,246,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,495,468 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$189,194 | OtherExpendituresAmt |
| End Year Balance | $58,979,635 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,506,060 | BeginningYearBalanceAmt |
| Contributions | $2,081,412 | ContributionsAmt |
| Investment Earnings Or Losses | $1,284,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,438,734 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,169,747 | OtherExpendituresAmt |
| End Year Balance | $58,263,167 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,388,154 | BeginningYearBalanceAmt |
| Contributions | $1,211,708 | ContributionsAmt |
| Investment Earnings Or Losses | $4,246,507 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,515,446 | GrantsOrScholarshipsAmt |
| Other Expenditures | $175,137 | OtherExpendituresAmt |
| End Year Balance | $57,506,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,910,334 | BeginningYearBalanceAmt |
| Contributions | $1,540,586 | ContributionsAmt |
| Investment Earnings Or Losses | $3,383,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,441,106 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$5,023 | OtherExpendituresAmt |
| End Year Balance | $53,388,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $87,498,042 | InvestmentCostOrOtherBasisAmt |
| Book Value | $87,498,042 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $22,184,608 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $19,019,196 | DepreciationAmt |
| Book Value | $3,165,412 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,083,174 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,683,527 | DepreciationAmt |
| Book Value | $2,399,647 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,672,507 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,646,177 | DepreciationAmt |
| Book Value | $1,026,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,089,431 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUST | $6,362,317 |
| PROPERTY HELD FOR RESALE/INVESTMENT | $3,348,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,710,814 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NET PENSION LIABILITY | $19,054,858 |
| ADVANCES FROM FEDERAL GOVERNMENT | $2,041,839 |
| ANNUIITIES PAYABLE | $1,057,096 |
| INTEREST RATE SWAPS | $452,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,606,188 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $72,446,440 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $72,446,440 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $72,446,440 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,762,494 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $64,762,494 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $64,762,494 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE ORGANIZATION ROUTINELY PUBLISHES ITS NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE PERIOD OF SOLICITATION FOR STUDENTS AND INCLUDES ITS NONDISCRIMINATORY POLICY IN ALL COLLEGE CATALOGUES, PUBLICATIONS DISTRIBUTED BY THE COLLEGE'S ADMISSIONS OFFICE, AND COMMUNICATIONS BY THE COLLEGE'S OFFICE OF FINANCIAL ASSISTANCE. |
| SCHEDULE E, LINE 6 | THE COLLEGE IS THE RECIPIENT OF ANNUAL GRANTS FOR FEDERAL COLLEGE WORK STUDY PROGRAM AND IS A CONDUIT FOR ANNUAL GRANTS AWARDED TO STUDENTS BY THE U.S. DEPARTMENT OF EDUCATION AND THE STATE OF TENNESSEE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT AND ACADEMIC SCH. | 1597 | $18,769,036 |
| ATHLETIC SCH. FOR STUDENT | 369 | $5,057,068 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| DR J RANDALL O'BRIEN | |||
| PRESIDENT | $219,754 | $42,500 | $262,254 |
| MR PAUL M PERCY | |||
| EVP AND PROVOST | $168,743 | $168,743 | |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $28,000 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,242,097 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,796 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | MISSION OF CHALLENGE, NURTURE, COMMUNITY: CARSON-NEWMAN UNIVERSITY OFFERS A CHRISTIAN, LIBERAL ARTS EDUCATION IN AN ENVIRONMENT THAT ENCOURAGES OPEN INTELLECTUAL INQUIRY AND DEEPER SPIRITUAL MATURITY. STUDENTS RECEIVE A PERSONALIZED EDUCATION IN SMALL CLASSES. CARING FACULTY AND STAFF MENTORS GET TO KNOW AND NURTURE EACH STUDENT. WE SEEK TO INSTILL CHRISTIAN VALUES IN OUR STUDENTS AND INSPIRE THEM TO USE UNIQUE GIFTS FOR A LIFETIME OF SERVICE. THE HISTORIC BAPTIST DISTINCTIVES OF RELIGIOUS LIBERTY, PERSONAL RESPONSIBILITY, AND COMPASSION FOR OTHERS CREATE A WELCOMING COMMUNITY THAT FOSTERS A SENSE OF BELONGING. THE CULTURAL HERITAGE AND GEOGRAPHIC BEAUTY OF THE APPALACHIAN REGION ENRICHES THE CARSON-NEWMAN EXPERIENCE, AND THE UNIVERSITY CONTRIBUTES TO THE ENVIRONMENTAL PRESERVATION ADN ECONOMIC DEVELOPMENT OF THIS NATIONAL TREASURE. VISION: TO BECOME A PREMIER CHRISTIAN LIBERAL ARTS UNIVERSITY WITH A WORLD-WIDE IMPACT. |
| FORM 990, PAGE 2, PART III, LINE 4D | CARSON-NEWMAN UNIVERSTIY INTEGRATES ITS STUDENTS INTO BENEVOLENT MINISTRIES THAT IT OPERATES TO SERVICE THE INDIGENT (APPALACHIAN OUTREACH SPONSORS MISSION TRIPS, PROVIDES HOME REPAIR, A FOOD PANTRY, CLOTHING, HOUSEHOLD GOODS AND EDUCATIONAL PROGRAMS THAT INCLUDE TUTORING AND LIFE SKILLS TRAINING AND ITS SAMARITAN HOUSE PROVIDES TEMPORARY HOUSING FOR HOMELESS FAMILIES IN EAST TENNESSEE). |
| FORM 990, PAGE 6, PART VI, LINE 11B | A NOTICE OF DRAFT OF THE FORM 990 AND ALL ATTACHMENTS IS E-MAILED TO PRIESIDENT, CHAIR AND CHAIRMAN OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE PARESIDENT AND CHAIRS ARE ASKED TO FORWARD ANY REQUEST BY THE FULL BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE UNIVERSTIY'S LEGAL COUNSEL EXPLAINED THE CONFLICT-OF-INTEREST POLICY TO ALL TRUSTEES WHO THEN IN TURN COMPLETED AND SIGNED CONFLICT-OF-INTEREST STATEMENTS. CERTAIN MEMBERS OF THE UNIVERSTIY'S BOARD OF TRUSTEES HAVE DISCLOSED THAT THEY MANAGE OR HAVE FINANCIAL INTERESTS IN ENTITITES WHICH ENGAGE IN CERTAIN BUSINESS TRANSACTIONS WITH THE UNIVERSITY. IT IS THE OPINION OF MANAGEMENT THAT THESE TRANSACTIONS ARE EITHER IMMATERIAL OR THE TERMS OFTHESE TRANSACTIONS ARE NO LESS FAVORABLE TO THE UNIVERSITY THAN WHAT COULD HAVE BEEN OBTAINED FROM UNRELATED ENTITIES. COMPENSATION SALARIES ARE DETERMINED BASED UPON JOB FUNCTION WHEN AN INDIVIDUAL IS HIRED. THE UNIVERSITY HAS A HIERARCHICAL ORGANIZATIONAL STRUCTURE IN WHICH SUPERVISORS, DEPARTMENT HEADS, DEANS, VICE PRESIDENTS, AND THE PRESIDENT ARE INVOLVED IN DETERMINING THE ALLOWABLE COMPENSATION FOR A PARTICULAR FUNCTION (I.E., JOB FUNCTION). THERE ARE NO INDEPENDENT PERSONS OR PARTIES THAT REVIEW INDIVIDUAL COMPENSATION ARRANGEMENTS, BUT THE UNIVERSITY ADMINISTRATION IS SENSITIVE TO CONFLICTS OF INTEREST SITUATIONS AND REQUIRES ALL COMPENSATION TO BE BASED ON MARKET VALUES. THE BOARD OF TRUSTEES PERSONNEL COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION AND OTHERS AS NEEDED. SUBSTANTIATION FOR COMPENSATION CONSISTS OF COMPARISONS AT PEER UNIVERSITYIES AND COMPARABLE JOBS IN THE REGION. ALL EMPLOYEE COMPENSATION DECISIONS ARE DOCUMENTED WITH APPROPRIATE APPROVALS IN INDIVIDUAL PERSONNEL FILES. SUCH DOCUMENTATION INCLUDES, BUT IS NOT LIMITED TO, OFFER LETTERS, CONTRACTS, AND MEMORANDUMS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | CARSON-NEWMAN UNIVERSITY IS COMMITTED TO OFFERING TRANSPARENCY AND HONORS ALL REQUESTS FOR SUCH INFORMATION TIMELY. |