THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-10
- IRS object ID
- 201821309349300917
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T15:27:09-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORPORATION OF MERCER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM G SOLOMON | InCareOfNm |
| Business Name Control | CORP | BusinessNameControlTxt |
| Phone | 4573012710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES NETHERTON | PersonNm |
| Person Title | ASSO VP FIN & TREAS | PersonTitleTxt |
| Phone | 4573012710 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN M HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Preparation | 2018-05-07 | 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 | William D Underwood | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $365,208,142 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mercer.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1833 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | Mercer University's mission is to teach, TO LEARN, TO CREATE, TO discover, to inspire, to empower, and to serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 4316 | TotalEmployeeCnt |
| Total Volunteers | 494 | TotalVolunteersCnt |
| Total Gross UBI | $96,905 | TotalGrossUBIAmt |
| PY Contributions Grants | $76,797,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $86,283,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $254,417,529 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $262,354,020 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,706,410 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,002,815 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,178,991 | PYOtherRevenueAmt |
| CY Other Revenue | $3,987,648 | CYOtherRevenueAmt |
| PY Total Revenue | $341,100,847 | PYTotalRevenueAmt |
| CY Total Revenue | $360,628,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,595,373 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,297,076 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $159,544,042 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $159,791,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,279,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,449,557 | PYOtherExpensesAmt |
| CY Other Expenses | $103,289,324 | CYOtherExpensesAmt |
| PY Total Expenses | $335,588,972 | PYTotalExpensesAmt |
| CY Total Expenses | $343,377,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,511,875 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,250,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $697,727,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,991,534 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $362,011,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349,702,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $335,715,737 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $383,288,632 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER AND TO SERVE. IN FULFILLING THIS MISSION, THE UNIVERSITY SUPPORTS UNDERGRADUATE, GRADUATE, AND PROFESSIONAL LEARNING AS WELL AS BASIC RESEARCH AND ITS APPLICATION IN SERVICE TO OTHERS. AS A UNIVERSITY COMMITTED TO EXCELLENCE AND INNOVATION, MERCER CHALLENGES MEMBERS OF ITS COMMUNITY TO MEET AND EXCEED HIGH STANDARDS IN THEIR TEACHING, LEARNING, RESEARCH, SCHOLARSHIP AND SERVICE. FOUNDED BY BAPTISTS IN 1833, MERCER IS AN INDEPENDENT UNIVERSITY THAT REMAINS GROUNDED IN A TRADITION THAT EMBRACES FREEDOM OF THE MIND AND SPIRIT, CHERISHES THE EQUAL WORTH OF EVERY INDIVIDUAL, AND COMMITS TO SERVING THE NEEDS OF HUMANKIND. AS A REFLECTION OF THIS HERITAGE: O WE ENCOURAGE OUR STUDENTS TO DISCOVER AND DEVELOP FULLY THEIR UNIQUE COMBINATION OF GIFTS AND TALENTS TO BECOME LEADERS WHO MAKE A POSITIVE DIFFERENCE IN THE WORLD. O WE SEEK TO INSPIRE MEMBERS OF OUR COMMUNITY TO LIVE VIRTUOUS AND MEANINGFUL | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $101,853,633 | ExpenseAmt |
| Revenue | $223,819,022 | RevenueAmt |
| Desc | INSTRUCTION: THE UNIVERSITY HAS 12 COLLEGES AND SCHOOLS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OR TEACHING OF HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,136,290 | ExpenseAmt |
| Grant | $78,136,290 | GrantAmt |
| Desc | Scholarship: The University has 12 colleges and schools. These expenses are related to the support provided to the students based on donor stipulation, need, and merit. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,625,594 | ExpenseAmt |
| Desc | Academic Support: These expenses include providing library services and academic program development to the Provost and Deans of each college. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $29,213,225 | Research | |
| $51,255,100 | Auxiliary Services | $38,534,998 |
| $25,895,960 | Student Services | $4,314,507 |
| $9,776,410 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $116,140,695 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $42,849,505 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $324,756,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 695 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4316 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G SOLOMON | PersonNm |
| Phone | 4783012771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (71 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Dr Spencer B King III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cathy Callaway Adams | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William H Billy Anderson II | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Earl Carter Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Milton L Cruz | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon W Homer Drake Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert F Hatcher Sr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David E Hudson | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J Thomas McAfee III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| M Diane Owens | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon W Louis Sands | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward J Schutter Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Hugh P Thompson | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Neville Callam | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Sarah L Doyle | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Grace | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Andrew Haggard | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Claude M Kicklighter | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Governor Zell Miller | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joe Sam Robinson | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Miller Peterson Robinson | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BROWN TAYLOR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James W Thomas Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Heather Darden | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Marc Treadwell | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J Daniel Speight | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Raymond M Thad Warren III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas P Bishop | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Malcolm S Burgess Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| G Marshall Butler Sr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Ann Bridges Dash | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dwight J Davis | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| O Gene Gabbard | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Maggie Gill | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W Carl Reynolds | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Holly McCorkle Jones | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ashley Amos Copelan | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James N Dock Hollingsworth Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William J Ireland Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Genelle Jennings | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Whidden Long | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Townsend McAfee | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Cynthia Cindy Morris | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jerry S Wilson Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Curtis G Anderson | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin W Benjy Griffith III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Anthony Tony Moye | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Doc Schneider | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Bill Coates Jr | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hon M Yvette Miller | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| T Michael Crook | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AV ELLIOTT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J Curtis Lewis III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas W Tommy Malone | |||||||||
| Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM UNDERWOOD | |||||||||
| PRESIDENT/PROFESSOR OF LAW | 55.0 | 0.0 | Yes (X) | $340,947 | $0 | $66,523 | Yes (X) | ||
| JAMES NETHERTON | |||||||||
| EXEC VP OF ADMIN & FINANCE | 55.0 | 0.0 | $310,856 | $0 | $58,990 | Yes (X) | |||
| DAVID DAVIS | |||||||||
| PROVOST/PROFESSOR | 55.0 | 0.0 | $295,641 | $0 | $70,295 | Yes (X) | |||
| PENNY ELKINS | |||||||||
| SR VP - ENROLLMENT MGMT/PROFES | 55.0 | 0.0 | $261,886 | $0 | $51,568 | Yes (X) | |||
| JOHN PATTERSON | |||||||||
| SR VP - UNIV ADVANCEMENT | 55.0 | 0.0 | $234,566 | $0 | $66,717 | Yes (X) | |||
| WILLIAM SOLOMON IV | |||||||||
| SR VP & GENERAL COUNSEL | 55.0 | 0.0 | $232,648 | $0 | $56,422 | Yes (X) | |||
| LARRY BRUMLEY | |||||||||
| SR VP - MKTG COMMS & CHIEF OF | 55.0 | 0.0 | $224,800 | $0 | $52,864 | Yes (X) | |||
| KELLIE APPEL | |||||||||
| SR VP - STRATEGIC INITIATIVES | 55.0 | 0.0 | $190,477 | $0 | $45,607 | Yes (X) | |||
| JULIA DAVIS | |||||||||
| ASSOCIATE VP - FINANCE & TREAS | 55.0 | 0.0 | $153,054 | $0 | $16,476 | Yes (X) | |||
| DAVID BARWICK | |||||||||
| EXEC DIRECTOR, MERC | 55.0 | 0.0 | $252,386 | $0 | $62,782 | Yes (X) | |||
| HEWITT MATTHEWS | |||||||||
| SR VP-HEALTH SCIENCES DEAN/PRO | 55.0 | 0.0 | $287,393 | $0 | $61,354 | Yes (X) | |||
| JEAN SUMNER | |||||||||
| DEAN/PROFESSOR | 55.0 | 0.0 | $395,513 | $0 | $27,067 | Yes (X) | |||
| JOHN HAWKINS | |||||||||
| ASSOCIATE PROFESSOR | 55.0 | 0.0 | $554,172 | $0 | $54,320 | Yes (X) | |||
| WILLIAM BINA | |||||||||
| PROFESSOR | 55.0 | 0.0 | $371,862 | $0 | $56,830 | Yes (X) | |||
| JEFFREY STEPHENS | |||||||||
| PROFESSOR/CHAIR OF INTERNAL ME | 55.0 | 0.0 | $328,298 | $0 | $66,827 | Yes (X) | |||
| JAMES HOFFMAN | |||||||||
| HEAD MEN'S BASKETBALL COACH | 55.0 | 0.0 | $312,481 | $0 | $71,362 | Yes (X) | |||
| CHARLES CALLENDER | |||||||||
| PROFESSOR | 55.0 | 0.0 | $289,884 | $0 | $54,700 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,036,864 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $940,704 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 280 | 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 |
|---|---|---|---|---|---|
| SHERIDAN CO | |||||
| PO BOX 4441 | MACON | GA | 31208 | CONSTRUCTION | $32,273,675 |
| ARAMARK SERVICES INC | |||||
| CONNELL STUDENT CENTER | LOCAL | GA | 31207 | FOOD SERVICE | $7,926,049 |
| GEORGIA POWER | |||||
| 96 ANNEX | ATLANTA | GA | 30396 | UTILITIES | $3,626,172 |
| NATL MANAGEMENT RESOURCES CORP | |||||
| PO BOX 1224 | LAGRANGE | GA | 30241 | CLEANING SERVICE | $3,475,690 |
| MEMORIAL HEALTH UNIV MED CTR | |||||
| 4700 WATERS AVENUE | SAVANNAH | GA | 31403 | PROFESSIONAL FEES | $1,935,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 113 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $157,678 | FundraisingAmt |
| Government Grants | $58,277,590 | GovernmentGrantsAmt |
| All Other Contributions | $27,848,284 | AllOtherContributionsAmt |
| Noncash Contributions | $2,508,481 | NoncashContributionsAmt |
| Total Contributions | $86,283,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $223,819,022 | $223,819,022 |
| AUXILIARY SERVICES | 900099 | $38,534,998 | $38,534,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $262,354,020 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,201,548 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$53,095 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,254,643 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,788 | TotalRevenueColumnAmt |
| Exclusion | $35,788 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,532 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $443,323 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$129,791 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$129,791 | TotalRevenueColumnAmt |
| Exclusion | -$129,791 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,473,378 | SecuritiesAmt |
| Other | $414,764 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,122,663 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,350,715 | SecuritiesAmt |
| Other | $414,764 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,765,479 | TotalRevenueColumnAmt |
| Exclusion | $1,765,479 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,392 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $157,678 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $222,721 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$151,329 | TotalRevenueColumnAmt |
| Exclusion | -$151,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $595,661 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $791,400 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$195,739 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $2,593,211 | $2,443,211 | $150,000 |
| CONTRACTUAL PAYMENTS | 900099 | $1,871,296 | $1,871,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,464,507 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $360,628,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $266,668,527 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $96,905 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,774,790 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,786 | TotalAmt |
| Program Services | $2,160,786 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,136,290 | TotalAmt |
| Program Services | $78,136,290 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,449,345 | TotalAmt |
| Program Services | $3,618,298 | ProgramServicesAmt |
| Management And General | $1,489,608 | ManagementAndGeneralAmt |
| Fundraising | $341,439 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,939,276 | TotalAmt |
| Program Services | $106,995,978 | ProgramServicesAmt |
| Management And General | $8,489,296 | ManagementAndGeneralAmt |
| Fundraising | $1,454,002 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,514,508 | TotalAmt |
| Program Services | $6,346,850 | ProgramServicesAmt |
| Management And General | $1,054,064 | ManagementAndGeneralAmt |
| Fundraising | $113,594 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,054,186 | TotalAmt |
| Program Services | $19,471,583 | ProgramServicesAmt |
| Management And General | $3,234,073 | ManagementAndGeneralAmt |
| Fundraising | $348,530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,833,849 | TotalAmt |
| Program Services | $5,771,971 | ProgramServicesAmt |
| Management And General | $958,574 | ManagementAndGeneralAmt |
| Fundraising | $103,304 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,660 | TotalAmt |
| Program Services | $151,302 | ProgramServicesAmt |
| Management And General | $116,358 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,160 | TotalAmt |
| Management And General | $221,160 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,513 | TotalAmt |
| Program Services | $39,513 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,360,780 | TotalAmt |
| Program Services | $15,001,803 | ProgramServicesAmt |
| Management And General | $1,173,713 | ManagementAndGeneralAmt |
| Fundraising | $185,264 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,653 | TotalAmt |
| Program Services | $955,365 | ProgramServicesAmt |
| Management And General | $90,163 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,954,874 | TotalAmt |
| Program Services | $2,644,562 | ProgramServicesAmt |
| Management And General | $274,687 | ManagementAndGeneralAmt |
| Fundraising | $35,625 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,783,990 | TotalAmt |
| Program Services | $2,614,943 | ProgramServicesAmt |
| Management And General | $1,143,731 | ManagementAndGeneralAmt |
| Fundraising | $25,316 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,378 | TotalAmt |
| Program Services | $7,378 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,020 | TotalAmt |
| Program Services | $740,020 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,543,182 | TotalAmt |
| Program Services | $6,135,668 | ProgramServicesAmt |
| Management And General | $267,060 | ManagementAndGeneralAmt |
| Fundraising | $140,454 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,854,375 | TotalAmt |
| Program Services | $9,854,375 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,643,726 | TotalAmt |
| Program Services | $16,643,726 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,739,679 | TotalAmt |
| Program Services | $3,674,810 | ProgramServicesAmt |
| Management And General | $64,869 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATIONS & MAINTENANCE | $18,588,763 | $18,357,567 | $229,071 | $2,125 |
| TELEPHONE | $2,720,882 | $2,367,890 | $296,829 | $56,163 |
| INSTRUCTIONAL/LAB SUPPLIES/EQU | $3,238,515 | $3,220,828 | $17,687 | |
| PROGRAMS & EVENTS | $3,667,998 | $2,439,577 | $929,190 | $299,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,870,176 | TotalAmt |
| Program Services | $17,405,129 | ProgramServicesAmt |
| Management And General | -$4,709,087 | ManagementAndGeneralAmt |
| Fundraising | $174,134 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,377,564 | TotalAmt |
| Program Services | $324,756,212 | ProgramServicesAmt |
| Management And General | $15,342,046 | ManagementAndGeneralAmt |
| Fundraising | $3,279,306 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,108,049 | BOYAmt |
| EOY | $29,803,728 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,537,319 | BOYAmt |
| EOY | $4,315,633 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,649,081 | BOYAmt |
| EOY | $10,004,865 | 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 | $5,383,497 | BOYAmt |
| EOY | $5,421,445 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,251 | BOYAmt |
| EOY | $764,450 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $591,244,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $274,536,436 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,264,720 | BOYAmt |
| EOY | $316,708,408 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,073,252 | BOYAmt |
| EOY | $165,617,623 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,712,298 | BOYAmt |
| EOY | $163,829,468 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,620,544 | BOYAmt |
| EOY | $12,673,896 | 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 | $50,656,068 | BOYAmt |
| EOY | $23,852,018 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,727,079 | BOYAmt |
| EOY | $732,991,534 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,726,162 | BOYAmt |
| EOY | $14,126,805 | 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 | $2,873,616 | BOYAmt |
| EOY | $4,025,401 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,918,607 | BOYAmt |
| EOY | $248,817,560 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $19,422,593 | BOYAmt |
| EOY | $18,582,182 | 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 | $69,070,364 | BOYAmt |
| EOY | $64,150,954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,011,342 | BOYAmt |
| EOY | $349,702,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,681,199 | BOYAmt |
| EOY | $141,872,529 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,214,763 | BOYAmt |
| EOY | $19,212,914 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,819,775 | BOYAmt |
| EOY | $222,203,189 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,715,737 | BOYAmt |
| EOY | $383,288,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,727,079 | BOYAmt |
| EOY | $732,991,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,250,471 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,798,413 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,524,011 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,808,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,193,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,644,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,797,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,283,552 | CurrentTaxYearAmt |
| Total | $374,727,732 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,808,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,193,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,644,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,797,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,283,552 | CurrentTaxYearAmt |
| Total | $374,727,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,309,449 | SubstantialContributorsTotAmt |
| Public Support Total170 | $370,418,283 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,096,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,120,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,923,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,873,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,550,868 | CurrentTaxYearAmt |
| Total | $28,564,919 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,666,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,071,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,430,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,781,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,464,507 | CurrentTaxYearAmt |
| Total | $29,414,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $432,707,214 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,248,164,086 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85605 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $39,513 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $166,962 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $206,475 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | Lobbying Expenses Mercer University retains two consultants, Hurt, Norton, & ASSOCIATES, INC. AND RM2 CONSULTANTS, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFF PERSON WORKED TO SECURE STATE APPROPRIATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 2 | TotalEasementsCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 1 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 24.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $480 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $275,593,608 | BeginningYearBalanceAmt |
| Contributions | $7,195,711 | ContributionsAmt |
| Investment Earnings Or Losses | $31,313,290 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$5,032,415 | OtherExpendituresAmt |
| End Year Balance | $319,135,024 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,100,662 | BeginningYearBalanceAmt |
| Contributions | $3,324,432 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,961,233 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$30,129,747 | OtherExpendituresAmt |
| End Year Balance | $275,593,608 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $256,919,032 | BeginningYearBalanceAmt |
| Contributions | $4,363,594 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,454,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,727,814 | OtherExpendituresAmt |
| End Year Balance | $251,100,662 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,286,144 | BeginningYearBalanceAmt |
| Contributions | $4,942,624 | ContributionsAmt |
| Investment Earnings Or Losses | $30,767,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$12,922,898 | OtherExpendituresAmt |
| End Year Balance | $256,919,032 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,665,145 | BeginningYearBalanceAmt |
| Contributions | $5,496,176 | ContributionsAmt |
| Investment Earnings Or Losses | $16,998,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,873,311 | OtherExpendituresAmt |
| End Year Balance | $208,286,144 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,325,013 | OtherCostOrOtherBasisAmt |
| Book Value | $18,325,013 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $402,342,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,016,886 | DepreciationAmt |
| Book Value | $231,325,296 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,809,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,656,055 | DepreciationAmt |
| Book Value | $27,153,605 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,767,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,863,495 | DepreciationAmt |
| Book Value | $39,904,494 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $316,708,408 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PERPETUAL TRUSTS | $66,497,717 | F |
| HEDGED EQUITY FUNDS | $35,795,114 | F |
| REAL ASSET FUNDS | $31,222,704 | F |
| PRIVATE EQUITY FUNDS | $10,323,894 | F |
| REMAINDER INTEREST TRUST | $16,796,344 | F |
| MISCELLANEOUS INVESTMENTS | $9,017 | F |
| CASH AND CASH EQUIVALENTS | $3,184,678 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $163,829,468 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES FROM FEDERAL GOVERNME | $17,499,452 |
| ASSET RETIREMENT OBLIGATION | $5,409,027 |
| INTEREST RATE SWAP | $1,508,805 |
| ANNUITY OBLIGATIONS | $6,346,496 |
| POST RETIREMENT BENEFITS | $1,037,654 |
| CAPITAL LEASES OBLIGATIONS | $498,534 |
| ADVANCES FROM STATE GOVERNMENT | $21,000,000 |
| OTHER | $10,850,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,150,954 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 | Conservation Easements: When Mercer University received the funds for the Grand Opera House, they were reported as auxiliary revenue and auxiliary expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. Funds received for the Hardeman building were recorded as private gifts/grants and operations expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. There is no footnote describing Mercer University's accounting for conservation easements in the audited financial statements for the year ended June 30, 2017. |
| Schedule D, Part V, Line 4 | Endowment Funds: The corpus is held in perpetuity. The earnings (unrealized, realized, and earnings) are used to pay investment fees for the individual funds, pay the investment advisor, and fund the annual approved spending allocation. The spending allocation funds the specific expense for which the donor provided the endowment fund. |
| Schedule D, Part X, Line 2 | FIN 48 (ASC 740) Footnote: The University is recognized as an organization exempt from federal income tax under Section 501(a) of the Code as an organization described in Section 501(c)(3) whereby only unrelated business income, as defined by Section 512(a)(1) of the Code, is subject to federal income tax. The University's management has reviewed its tax positions and determined that it does not have material unrecognized tax positions that should be reflected in the financial statements for 2017 or 2016. |
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 - EXPLANATION FOR LINE 3 | Mercers job announcements indicate that we are an Affirmative Action/Equal Opportunity Employer. Mercers nondiscriminatory policy is publicly available on the Human Resources website. The direct link to the policy as well as a full notice of nondiscrimination statement is also posted on the job applicant website. |
| SCHEDULE E - EXPLANATION FOR LINE 6A | THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, HEALTH PROFESSIONS STUDENT LOANS, FEDERAL PARENT AND GRAD (PLUS) LOANS, OTHER VARIOUS FEDERAL LOAN PROGRAMS, FEDERAL TEACH GRANT, FEDERAL WORK STUDY PROGRAM, AND VETERANS EDUCATION PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANT AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | MERCER ON MISSION | $132,707 |
| East Asia and the Pacific | Program Services | MERCER ON MISSION | $686,995 |
| Europe (Including Iceland and Greenland) | Program Services | MERCER ON MISSION | $44,136 |
| South America | Program Services | MERCER ON MISSION | $215,160 |
| South Asia | Program Services | MERCER ON MISSION | $52,191 |
| Sub-Saharan Africa | Program Services | MERCER ON MISSION | $205,505 |
| Central America and the Caribbean | Program Services | STUDY ABROAD | $43,447 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | $70,656 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | $147,265 |
| Middle East and North Africa | Program Services | STUDY ABROAD | $10,504 |
| Sub-Saharan Africa | Program Services | STUDY ABROAD | $13,820 |
| North America | Program Services | STUDY ABROAD | $13,986 |
| Sub-Saharan Africa | Program Services | Internship Program | $32,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,668,501 | SubtotalSpentAmt |
| Total Spent | $1,668,501 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EXECUTIVE FORUM | Event1Nm |
| Gross Receipts Event1 | $82,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,050 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $82,423 | OtherDirectExpensesEvent1Amt |
| Event2 | AUTHOR'S LUNCHE | Event2Nm |
| Gross Receipts Event2 | $43,273 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,948 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,325 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $43,273 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $103,747 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $39,680 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $64,067 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $11,500 | CashPrizesOtherEventsAmt |
| Oth Direct Expnss Other Events | $85,525 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $229,070 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $157,678 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,392 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $11,500 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $211,221 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $222,721 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$151,329 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Augusta University Research Institute | |||||||||
| 1120 15th St CJ-3301 | AUGUSTA | GA | 30912 | 581418202 | 501(C)(3) | $16,182 | n/a | n/a | RESEARCH |
| BELLWETHER INC | |||||||||
| PO BOX 190 | MCDONOUGH | GA | 30253 | 581273169 | $31,123 | n/a | n/a | Fabrication Services | |
| CITIM AM INC | |||||||||
| 1590 N ROBERTS RD NW 113 | KENNESAW | GA | 30144 | 901017516 | $22,183 | n/a | n/a | Fabrication Services | |
| tHE Design Group Inc | |||||||||
| 256 HONEYSUCKLE RD STE 13 | DOTHAN | AL | 36305 | 581948440 | $21,626 | n/a | n/a | ENGINEERING SERVICES | |
| HONEYWELL INTERNATIONAL | |||||||||
| 12001 STATE HWY 55 | PLYMOUTH | MN | 55441 | 222640650 | $100,589 | n/a | n/a | Engineering Services | |
| HYDRAULICS INTL | |||||||||
| 9000 MASON AVE | CHATSWORTH | CA | 91311 | 952985753 | $15,458 | n/a | n/a | ENGINEERING SERVICES | |
| O'Neil & Associates Inc | |||||||||
| 495 BYERS ROAD | MIAMISBURG | OH | 45342 | 310629068 | $39,416 | N/A | N/A | ENGINEERING SERVICES | |
| QTEC INC | |||||||||
| 4955 CORPORATE DRIVE | HUNTSVILLE | AL | 35805 | 630972823 | $1,081,841 | N/A | N/A | ENGINEERING SERVICES | |
| PATTEN CO INC | |||||||||
| 1803 MADRID AVENUE | LAKE WORTH | FL | 33461 | 591554022 | $136,708 | N/A | N/A | Engineering Services | |
| REGENTS OF THE UNIV OF MINN | |||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)(3) | $11,107 | N/A | N/A | RESEARCH |
| Rush Gears Inc | |||||||||
| 550 Virginia Drive | Fort Washington | PA | 19034 | 231513552 | $93,872 | N/A | N/A | Fabrication Services | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 12529 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 520595110 | 501(c)(3) | $16,188 | N/A | N/A | RESEARCH |
| TOM BRUSSAT ENGINEERING LLC | |||||||||
| 2412 BALLANTRAE CIRCLE | CUMMING | GA | 30041 | 263159893 | $54,532 | N/A | N/A | ENGINEERING SERVICES | |
| WEST COBB ENGINEERING & TOOL | |||||||||
| 7267 HIRAM DOUGLASVILLE HWY | DOUGLASVILLE | GA | 30134 | 582242074 | $16,900 | N/A | N/A | Finish Machining Services | |
| WILLBROOK SOLUTIONS INC | |||||||||
| 4815 BRADFORD DRIVE | HUNTSVILLE | AL | 35805 | 205868013 | $433,678 | N/A | N/A | Engineering Services | |
| Tangible Solutions Inc | |||||||||
| 2555 University Blvd Ste 100 | Fairborn | OH | 45324 | 814260787 | $5,382 | N/A | N/A | FABRICATION SERVICES | |
| EMORY UNIVERSITY | |||||||||
| PO BOX 935084 | ATLANTA | GA | 31193 | 580566256 | 501(C)(3) | $28,584 | N/A | N/A | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID ASSISTANCE | GrantTypeTxt |
| Recipient | 5797 | RecipientCnt |
| Cash Grant | $78,136,290 | CashGrantAmt |
| Valuation Method Used | n/a | ValuationMethodUsedDesc |
| Non Cash Assistance | n/a | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Monitoring Use of Grants assistance to Mercer University students in the form of scholarships are awardeD for the purpose of aiding with the cost of attending the university, i.e. for tuition, housing, and meals. Scholarships are based on academic achievement, need, and other donor requirements such as location of residence. Mercer University has criteria for the eligibility requirements needed to award a scholarship. Academic Scholarships are based on SAT scores and Grade Point Averages and are awarded by the Office of Admissions. Need based grants are made by the Office of Financial Planning and are made utilizing the federal need formula (FAFSA application). Students must be enrolled full-time to receive University scholarships/grants. Generally speaking, FAFSA data is verified for students who are selected for verification by the federal student aid program. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN HAWKINS | ||||||||||||||
| ASSOCIATE PROFESSOR | $554,172 | $0 | $0 | $0 | $0 | $0 | $25,515 | $0 | $28,805 | $0 | $608,492 | $0 | $0 | $0 |
| WILLIAM BINA | ||||||||||||||
| PROFESSOR | $371,862 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $30,330 | $0 | $428,692 | $0 | $0 | $0 |
| WILLIAM UNDERWOOD | ||||||||||||||
| PRESIDENT/PROFESSOR OF LAW | $340,947 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $40,023 | $0 | $407,470 | $0 | $0 | $0 |
| JEFFREY STEPHENS | ||||||||||||||
| PROFESSOR/CHAIR OF INTERNAL ME | $328,298 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $40,327 | $0 | $395,125 | $0 | $0 | $0 |
| JAMES HOFFMAN | ||||||||||||||
| HEAD MEN'S BASKETBALL COACH | $312,481 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $44,862 | $0 | $383,843 | $0 | $0 | $0 |
| JAMES NETHERTON | ||||||||||||||
| EXEC VP OF ADMIN & FINANCE | $310,856 | $0 | $0 | $0 | $0 | $0 | $26,383 | $0 | $32,607 | $0 | $369,846 | $0 | $0 | $0 |
| DAVID DAVIS | ||||||||||||||
| PROVOST/PROFESSOR | $295,641 | $0 | $0 | $0 | $0 | $0 | $26,350 | $0 | $43,945 | $0 | $365,936 | $0 | $0 | $0 |
| DAVID BARWICK | ||||||||||||||
| EXEC DIRECTOR, MERC | $252,386 | $0 | $0 | $0 | $0 | $0 | $25,616 | $0 | $37,166 | $0 | $315,168 | $0 | $0 | $0 |
| PENNY ELKINS | ||||||||||||||
| SR VP - ENROLLMENT MGMT/PROFES | $261,886 | $0 | $0 | $0 | $0 | $0 | $26,300 | $0 | $25,268 | $0 | $313,454 | $0 | $0 | $0 |
| JOHN PATTERSON | ||||||||||||||
| SR VP - UNIV ADVANCEMENT | $234,566 | $0 | $0 | $0 | $0 | $0 | $24,375 | $0 | $42,342 | $0 | $301,283 | $0 | $0 | $0 |
| WILLIAM SOLOMON IV | ||||||||||||||
| SR VP & GENERAL COUNSEL | $232,648 | $0 | $0 | $0 | $0 | $0 | $23,925 | $0 | $32,497 | $0 | $289,070 | $0 | $0 | $0 |
| LARRY BRUMLEY | ||||||||||||||
| SR VP - MKTG COMMS & CHIEF OF | $224,800 | $0 | $0 | $0 | $0 | $0 | $22,944 | $0 | $29,920 | $0 | $277,664 | $0 | $0 | $0 |
| KELLIE APPEL | ||||||||||||||
| SR VP - STRATEGIC INITIATIVES | $190,477 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,607 | $0 | $236,084 | $0 | $0 | $0 |
| HEWITT MATTHEWS | ||||||||||||||
| SR VP-HEALTH SCIENCES DEAN/PRO | $287,393 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $34,854 | $0 | $348,747 | $0 | $0 | $0 |
| JEAN SUMNER | ||||||||||||||
| DEAN/PROFESSOR | $395,513 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,067 | $0 | $422,580 | $0 | $0 | $0 |
| JULIA DAVIS | ||||||||||||||
| ASSOCIATE VP - FINANCE & TREAS | $153,054 | $0 | $0 | $0 | $0 | $0 | $15,305 | $0 | $1,171 | $0 | $169,530 | $0 | $0 | $0 |
| CHARLES CALLENDER | ||||||||||||||
| PROFESSOR | $289,884 | $0 | $0 | $0 | $0 | $0 | $18,143 | $0 | $36,557 | $0 | $344,584 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE, PERSONAL SERVICES, AND CLUB DUES WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. NOT TREATED AS TAXABLE INCOME. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY | |||||||
| A | 581407780 | 2012-02-16 | $81,211,311 | REFUNDING SERIES 1999A & 2003 | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY | |||||||
| B | 581407780 | 2013-05-30 | $70,350,273 | REFUNDING SERIES 2006A, 2006C & 20 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $81,211,311 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $81,211,311 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $70,350,273 | $0 | $0 | $0 | $290,049 | $0 | $0 | $12,000,000 | $58,060,224 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,531 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 92 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,682,787 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $501,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,548 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $308,710 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SERVICES | 1 | $5,172 | FMV |
| Yes (X) | MISCELLANEOUS | 18 | $5,920 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, QUESTION 32A | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES: MERCER UNIVERSITY USES THIRD PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1a | Voting Board Members The affairs of the Corporation are managed and controlled by a Board of Trustees, consisting of forty-five (45) regular members who serve for terms of five (5) years each. In addition, during the tax year beginning July 1, 2016 and ending June 30, 2017, there was one (1) Life Trustee serving on the Board of Trustees. The President of the University also serves as an ex officio member of the Board of Trustees. Each of these members of the Board of Trustees has the power to vote. During the intervals between meetings of the Board of Trustees, the Executive Committee possesses and may exercise all the powers of the Board in the management and direction of the business and affairs of the Corporation in all cases in which specific direction has not been given by the Board. The Bylaws of the Corporation provide that the Executive Committee shall consist of the Chairman of the Board and the President ex officio and not less than seven (7) additional members chosen from the membership of the Board. All of the members of the Executive Committee are voting members of the Board of Trustees. |
| Form 990, Part VI, Section A, Line 1b | Independent Board Members The President of the University, who serves as an ex officio voting member of the board of trustees, is compensated as an officer of the corporation, and is thus the only member of the corporation's governing body who is not considered to be "independent." |
| Form 990, Part VI, Section B, Line 11B | REVIEW OF FORM 990 Prior to filing, the Form 990 was reviewed in detail by the Executive Committee of the Board of Trustees, and a copy of the finalized Form 990 was then distributed to all members of the Board of Trustees prior to filing. |
| form 990, part vi, section b, line 12c | Monitor and Enforce Compliance with Written Conflict of Interest Policy At each annual meeting of the Board of Trustees, each Trustee, officer, and key employee of the University is required (a) to review the institution's Conflict of Interest Policy for Trustees, Officers, and Key Employees; (b) to disclose any possible personal, familial or business relationships that reasonably could give rise to a conflict of interest involving the University; and (c) to acknowledge by his or her signature that he or she is in accordance with the letter and spirit of the Conflict of Interest Policy. All Trustees, officers and key employees are required to list on a Disclosure Form for Trustees, Officers, and Key Employees those substantive relationships that they maintain (or members of their families maintain) with organizations that do business with the University, or that otherwise could be construed to potentially affect their independent, unbiased judgment in light of their decision-making authority or responsibility. In the event a Trustee, officer or key employee is uncertain as to the appropriateness of listing a particular relationship, the Chair of the Board of Trustees and/or the President is consulted. They, in turn, may elect to consult with legal counsel, the Executive Committee, or the Board of Trustees in executive session. These disclosure forms are collected by the Secretary of the Corporation, and copies are provided annually to the University's independent auditors. Trustees, officers, and key employees who have declared or been found to have a conflict of interest are required to refrain from participating in consideration of proposed transactions, unless for special reasons the Board or administration requests information or interpretation. Persons with conflicts are not allowed to vote or be present at the time of the vote on such transactions. Whenever the Board of Trustees holds a meeting at which (a) a Trustee's, officer's, or key employee's financial interest in a matter is disclosed, (b) a determination regarding the existence of a conflict of interest is made, or (c) a transaction or arrangement with respect to which a Trustee, officer, or key employee has a conflict of interest is considered, the Board's consideration of these issues is documented in the minutes of the meeting. In the interim between annual meetings, each Trustee, officer, and key employee has an ongoing obligation to notify the Board of Trustees promptly of any actual, apparent or potential conflict of interest as it arises. |
| Form 990, Part VI, Section B, Line 15a & 15B | DETERMINING COMPENSATION The Executive Committee of the Board of Trustees has established a Compensation Committee, comprised of the Chair of the Board of Trustees, the Chair of the Executive Committee, and the Chair of the Finance, Investment and Property Committee, each of whom is an independent voting member of the University's governing body. On an annual basis, the Compensation Committee establishes the compensation arrangements for the President of the University, and also reviews the compensation arrangements for each University officer and other key employee who is in a position to exercise substantial influence over the affairs of the University to ensure that such compensation arrangements are reasonable. In carrying out this process, the Compensation Committee obtains and relies upon appropriate comparability data and concurrently documents the basis for its deliberations and decisions. No person having a conflict of interest with respect to the compensation arrangement for any University officer or key employee is present during the discussion and approval of such compensation arrangements. |
| FORM 990, PART VI, SECTION C, LINE 19 | Making Governing Documents, Conflict of Interest Policy, and Financial Statements Available to the Public The University makes its governing documents (i.e., Articles of Incorporation and Bylaws) and its conflict of interest policy available to the general public by posting them on the institution's Web site (http://www.mercer.edu). On an annual basis, the University makes its audited financial statements available to the general public by continuing disclosure through the Electronic Municipal Market Access (EMMA) system of the Municipal Securities Rulemaking Board (MSRB) (http://emma.msrb.org). |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS CHANGE IN FV OF SPLIT INTEREST AGREEMENTS -74,061 CHANGE IN FV OF INTEREST RATE SWAPS 829,230 CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS 4,768,842 ------------ TOTAL 5,524,011 |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIPS MERCER UNIVERSITY OWNS STOCK IN MIDCOUNTRY FINANCIAL CORP. MERCER UNIVERSITY PRESIDENT WILLIAM D. UNDERWOOD SERVES ON THE MIDCOUNTRY FINANCIAL CORP. BOARD OF DIRECTORS, AND MIDCOUNTRY FINANCIAL CORP CHAIRMAN OF THE BOARD OF DIRECTORS AND VICE PRESIDENT OF CAPITAL AND STRATEGIC PLANNING ROBERT F. HATCHER SERVES AS A MEMBER OF THE BOARD OF TRUSTEES. MEMBER OF THE BOARD OF TRUSTEES RICHARD A. SCHNEIDER IS A SENIOR PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP; AND MEMBER OF THE BOARD OF TRUSTEES DWIGHT J. DAVIS IS A RETIRED PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP. KING & SPALDING, LLP REPRESENTS MERCER UNIVERSITY IN VARIOUS LEGAL MATTERS FROM TIME TO TIME. |
| Form 990, Part VI, Line 2 | Business Relationship Robert F. Hatcher, Sr. and William Underwood have a business relationship. FAMILY RELATIONSHIP MEMBERS OF THE BOARD CAROLYN T. MCAFEE AND J. THOMAS MCAFEE, III have a family relationship. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| Mercer Medicine LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | Macon | GA | 31207 | 204846017 | Practice Plan | GA | $0 | na | |
| Abram properties LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | Macon | GA | 31207 | 580566167 | Property Inv | GA | $0 | na | |
| Aliel Park Investments LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | Macon | GA | 31207 | 580566167 | property Inv | GA | $0 | na | |
| Preschool Properties LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | Macon | GA | 31207 | 580566167 | Property Inv | GA | $0 | na | |
| DLESLIE LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | NA | |
| Pio Nono Stabilization LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | REAL ESTATE | GA | $0 | NA | |
| BELL HOUSE MANAGER LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | TAX CREDITS | GA | N/A | ||
| TATTNALL ARTS MANAGER LLC | |||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | 580566167 | TAX CREDITS | GA | N/A | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Health and Learning Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 MERCER UNIVERSITY DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262442849 | EIN |
| Primary Activities | healthcare | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (17) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | CHAR TRUST | GA | MERCER UNIV | TRUST |
| CHARITABLE REMAINDER ANNUITY TRUSTS (9) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | CHAR TRUST | GA | MERCER UNIV | TRUST |
| CHARITABLE REMAINDER TRUSTS (3) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | CHAR TRUST | GA | MERCER UNIV | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |