ELON UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: ELON UNIVERSITY (EIN 56-0532303)
Tax period: 2016-06-01 to 2017-05-31
Filed: 2018-01-16
IRS object ID: 201830169349300628
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-01-16T15:00:08-06:00	ReturnTs
Tax Period End	2017-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	560532303	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Elon University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ELON	BusinessNameControlTxt
Phone	3362785260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2900 Campus Box	AddressLine1Txt
City	Elon	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27244	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Gerald Whittington	PersonNm
Person Title	Sr. VP for Bus, Fin & Tech	PersonTitleTxt
Signature	2018-01-16	SignatureDt

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Dr Leo Lambert	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2185 Campus Box	AddressLine1Txt
City	Elon	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27244	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$322,488,854	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.ELON.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1889	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	ELON UNIVERSITY'S MISSION IS TO TRANSFORM THE MIND, BODY, AND SPIRIT AND ENCOURAGE FREEDOM OF THOUGHT AND LIBERTY OF CONSCIENCE. THE UNIVERSITY PROVIDES A LIBERAL ARTS UNDERGRADUATE CURRICULUM AND GRADUATE PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	42	VotingMembersGoverningBodyCnt
Voting Members Independent	40	VotingMembersIndependentCnt
Total Employee	4510	TotalEmployeeCnt
Total Volunteers	2302	TotalVolunteersCnt
Total Gross UBI	$569,839	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$20,312,076	PYContributionsGrantsAmt
CY Contributions Grants	$29,577,348	CYContributionsGrantsAmt
PY Program Service Revenue	$264,089,544	PYProgramServiceRevenueAmt
CY Program Service Revenue	$276,420,029	CYProgramServiceRevenueAmt
PY Investment Income	$1,201,325	PYInvestmentIncomeAmt
CY Investment Income	$1,430,199	CYInvestmentIncomeAmt
PY Other Revenue	$1,886,768	PYOtherRevenueAmt
CY Other Revenue	$2,062,035	CYOtherRevenueAmt
PY Total Revenue	$287,489,713	PYTotalRevenueAmt
CY Total Revenue	$309,489,611	CYTotalRevenueAmt
PY Grants And Similar Paid	$40,201,870	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$43,699,970	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$125,294,558	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$128,710,231	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$26,224	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$19,587	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,717,618	CYTotalFundraisingExpenseAmt
PY Other Expenses	$93,320,602	PYOtherExpensesAmt
CY Other Expenses	$96,555,742	CYOtherExpensesAmt
PY Total Expenses	$258,843,254	PYTotalExpensesAmt
CY Total Expenses	$268,985,530	CYTotalExpensesAmt
PY Revenues Less Expenses	$28,646,459	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$40,504,081	CYRevenuesLessExpensesAmt
Total Assets BOY	$693,410,461	TotalAssetsBOYAmt
Total Assets EOY	$817,920,992	TotalAssetsEOYAmt
Total Liabilities BOY	$194,721,583	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$253,702,302	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$498,688,878	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$564,218,690	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ELON UNIVERSITY'S MISSION IS TO TRANSFORM MIND, BODY, AND SPIRIT AND ENCOURAGE FREEDOM OF THOUGHT AND LIBERTY OF CONSCIENCE. THE UNIVERSITY PROVIDES A LIBERAL ARTS UNDERGRADUATE CURRICULUM AND GRADUATE PROGRAMS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$152,653,082	ExpenseAmt
Grant	$43,699,970	GrantAmt
Revenue	$228,828,925	RevenueAmt
Desc	INSTRUCTION - EXPENSES RELATED TO PROVIDING THE PRIMARY PURPOSE OF EDUCATION FOR UNDERGRADUATE AND GRADUATE STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$37,841,306	ExpenseAmt
Revenue	$4,246,334	RevenueAmt
Desc	STUDENT SERVICES - EXPENSES RELATED TO THE PRIMARY PURPOSE OF CONTRIBUTING TO STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT. ATHLETICS IS INCLUDED WITHIN THIS DIVISION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$36,974,030	ExpenseAmt
Revenue	$43,344,770	RevenueAmt
Desc	AUXILIARY SERVICES - EXPENSES RELATED TO THE FUNCTION OF FURNISHING GOODS OR SERVICES TO STUDENTS, FACULTY, OR STAFF. EXAMPLES ARE RESIDENCE HALLS AND FOOD SERVICES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$6,938,460	ExpenseAmt
Revenue	$1,812,822	RevenueAmt
Desc	ACADEMIC SUPPORT - EXPENSES INCURRED TO PROVIDE SUPPORT SERVICES FOR THE INSTITUTION'S PRIMARY MISSION OF INSTRUCTION, INCLUDING THE LIBRARY, MEDIA SERVICES, AND TECHNOLOGY.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$6,938,460	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$1,812,822	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$234,406,878	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	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	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	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	Yes (true)	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	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	658	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4510	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	42	GoverningBodyVotingMembersCnt
Independent Voting Member	40	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	NC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jane Deaton	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3362785260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 398	AddressLine1Txt
City	Elon	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27244	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Kerrii Brown Anderson
Chair	1.0	Yes (X)	Yes (X)	$0	$0	$0
Edward W Doherty
Vice Chair	1.0	Yes (X)	Yes (X)	$0	$0	$0
Kebbler McGhee Williams
Secretary	1.0	Yes (X)	Yes (X)	$0	$0	$0
Noel L Allen
Trustee	1.0	Yes (X)		$0	$0	$0
Howard F Arner
Trustee	1.0	Yes (X)		$0	$0	$0
A Christine Baker
Trustee	40.0	Yes (X)		$39,281	$0	$11,261
Thomas E Chandler
Trustee	1.0	Yes (X)		$0	$0	$0
Cynthia Citrone
Trustee	1.0	Yes (X)		$0	$0	$0
Louis DeJoy
Trustee	1.0	Yes (X)		$0	$0	$0
Allen E Gant Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Michele Skeens Hazel
Trustee	1.0	Yes (X)		$0	$0	$0
James A Hendrickson
Trustee	1.0	Yes (X)		$0	$0	$0
John R Hill
Trustee	1.0	Yes (X)		$0	$0	$0
Victoria Silek Hunt
Trustee	1.0	Yes (X)		$0	$0	$0
William J Inman
Trustee	1.0	Yes (X)		$0	$0	$0
Maurice N Jennings Jr
Trustee	1.0	Yes (X)		$0	$0	$0
David King
Trustee	1.0	Yes (X)		$0	$0	$0
Gail M Lane
Trustee	1.0	Yes (X)		$0	$0	$0
A Michelle Larose
Trustee	1.0	Yes (X)		$0	$0	$0
Dr W Bryan Latham
Trustee	1.0	Yes (X)		$0	$0	$0
Jack R Lindley Sr
Trustee	1.0	Yes (X)		$0	$0	$0
Robert E Long Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Mark T Mahaffey
Trustee	1.0	Yes (X)		$0	$0	$0
Wesley R Elinburg
Trustee	1.0	Yes (X)		$0	$0	$0
Chris P Martin
Trustee	1.0	Yes (X)		$0	$0	$0
David C Porter
Trustee	1.0	Yes (X)		$0	$0	$0
Anne Ellington Powell
Trustee	1.0	Yes (X)		$0	$0	$0
Jeanne Swanner Robertson
Trustee	1.0	Yes (X)		$0	$0	$0
William H Smith
Trustee	1.0	Yes (X)		$0	$0	$0
Richard L Thompson
Trustee	1.0	Yes (X)		$0	$0	$0
W Cecil Worsley
Trustee	1.0	Yes (X)		$0	$0	$0
Katherine Stern Weaver
Trustee	1.0	Yes (X)		$0	$0	$0
Deborah A Yow-Bowden
Trustee	1.0	Yes (X)		$0	$0	$0
Edmond N Moriarty
Trustee	1.0	Yes (X)		$0	$0	$0
Eric Sklut
Trustee	1.0	Yes (X)		$0	$0	$0
Dalton L McMichael Jr
Trustee	1.0	Yes (X)		$0	$0	$0
Dr William N P Herbert
Trustee	1.0	Yes (X)		$0	$0	$0
The Rev Dr Marvin L Morgan
Trustee	1.0	Yes (X)		$0	$0	$0
C Ashton Newhall
Trustee	1.0	Yes (X)		$0	$0	$0
Charles R Clohan
Trustee	1.0	Yes (X)		$0	$0	$0
Douglas Spencer
Youth Trustee	1.0	Yes (X)		$0	$0	$0
Jasmine Turner
Youth Trustee	1.0	Yes (X)		$0	$0	$0
Dr Leo Lambert
President	40.0		Yes (X)	$559,773	$0	$45,621
Gerald Whittington
Sr. VP -Bus, Fin & Tech.	40.0		Yes (X)	$414,120	$0	$45,238
Dr Steven House
Provost & Exec. Vice President	40.0		Yes (X)	$307,340	$0	$33,243
David L (Dave) Blank
Director of Athletics	40.0			$263,504	$0	$51,483	Yes (X)
Dr Smith Jackson
Vice Pres. & Dean of Students	40.0			$220,844	$0	$34,799	Yes (X)
James Piatt
VP- Inst. Adv.	40.0			$282,945	$0	$50,932	Yes (X)
Richard J Skrosky
Football Coach	40.0			$321,562	$0	$33,790		Yes (X)
Paul Parsons
Dean-Sch of Communications	40.0			$273,028	$0	$33,486		Yes (X)
Raghuram Tadepalli
Dean-School of Bus.	40.0			$287,765	$0	$36,107		Yes (X)
Matthew M Matheny
Basketball Coach	40.0			$301,803	$0	$39,437		Yes (X)
Luke Bierman
Dean-School of Law	40.0			$277,652	$0	$54,084		Yes (X)
Dr Gerry Francis
Former Secretary	40.0			$110,051	$0	$6,392			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,659,668	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$475,873	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	181	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
ARAMARK CORPORATION
PO BOX 7548	PHILADELPHIA	PA	191017548	DINING SERVICES	$14,702,902
KIRKLAND INC
4140 MENDENHALL OAKS PARKWAY	HIGH POINT	NC	27265	CONSTRUCTION	$11,673,287	STE 106
RENTENBACH CONSTRUCTORS
1102 GRECADE ST	GREENSBORO	NC	27408	CONSTRUCTION	$3,879,154
LOMAX CONSTRUCTION
PO BOX 35169	GREENSBORO	NC	274255169	CONSTRUCTION	$3,726,123
CLEE INTERNATIONAL INC
PO BOX 10503	ALBANY	NY	12201	SEMESTER ABROAD FEES	$2,742,629

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	133	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$59,175	FundraisingAmt
Government Grants	$2,415,402	GovernmentGrantsAmt
All Other Contributions	$27,102,771	AllOtherContributionsAmt
Noncash Contributions	$3,948,427	NoncashContributionsAmt
Total Contributions	$29,577,348	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	900099	$228,828,925	$228,828,925
AUXILLIARY SERVICES	900099	$43,344,770	$43,344,770
ATHLETICS	900099	$4,246,334	$4,246,334

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$276,420,029	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,495,306	TotalRevenueColumnAmt
Unrelated Business Revenue	$417,459	UnrelatedBusinessRevenueAmt
Exclusion	$1,077,847	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$12,808,061	SecuritiesAmt
Other	$49,455	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,741,723	SecuritiesAmt
Other	$180,900	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$66,338	SecuritiesAmt
Other	-$131,445	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$65,107	TotalRevenueColumnAmt
Exclusion	-$65,107	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$122,853	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$59,175	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$35,121	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$87,732	TotalRevenueColumnAmt
Exclusion	$87,732	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$50,600	GamingGrossIncomeAmt
Gaming Direct Expenses	$41,499	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,101	TotalRevenueColumnAmt
Exclusion	$9,101	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
ATHLETIC ADVERTISING	900099	$151,430	$151,430
FUNDRAISING ADVERTISING	900099	$950	$950

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,812,822	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,812,822	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,965,202	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$309,489,611	TotalRevenueColumnAmt
Related Or Exempt Func Income	$278,232,851	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$569,839	UnrelatedBusinessRevenueAmt
Exclusion	$1,109,573	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$43,699,970	TotalAmt
Program Services	$43,699,970	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,334,336	TotalAmt
Program Services	$320,894	ProgramServicesAmt
Management And General	$1,673,312	ManagementAndGeneralAmt
Fundraising	$340,130	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$99,167,707	TotalAmt
Program Services	$84,459,363	ProgramServicesAmt
Management And General	$11,718,925	ManagementAndGeneralAmt
Fundraising	$2,989,419	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,670,032	TotalAmt
Program Services	$5,563,677	ProgramServicesAmt
Management And General	$886,087	ManagementAndGeneralAmt
Fundraising	$220,268	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,836,096	TotalAmt
Program Services	$10,706,980	ProgramServicesAmt
Management And General	$1,705,223	ManagementAndGeneralAmt
Fundraising	$423,893	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,702,060	TotalAmt
Program Services	$6,424,524	ProgramServicesAmt
Management And General	$1,023,187	ManagementAndGeneralAmt
Fundraising	$254,349	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$663,970	TotalAmt
Management And General	$663,970	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$177,053	TotalAmt
Management And General	$177,053	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$19,587	TotalAmt
Fundraising	$19,587	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,703,696	TotalAmt
Program Services	$1,521,831	ProgramServicesAmt
Management And General	$181,865	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$17,867,881	TotalAmt
Program Services	$16,518,412	ProgramServicesAmt
Management And General	$1,211,875	ManagementAndGeneralAmt
Fundraising	$137,594	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$952,077	TotalAmt
Program Services	$647,913	ProgramServicesAmt
Management And General	$287,940	ManagementAndGeneralAmt
Fundraising	$16,224	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,065,968	TotalAmt
Program Services	$5,647,509	ProgramServicesAmt
Management And General	$1,158,559	ManagementAndGeneralAmt
Fundraising	$259,900	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,324,575	TotalAmt
Program Services	$1,915,665	ProgramServicesAmt
Management And General	$3,403,827	ManagementAndGeneralAmt
Fundraising	$5,083	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$10,846	TotalAmt
Program Services	$3,899	ProgramServicesAmt
Management And General	$6,947	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,497,284	TotalAmt
Program Services	$19,579,537	ProgramServicesAmt
Management And General	$915,060	ManagementAndGeneralAmt
Fundraising	$2,687	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$21,388,831	TotalAmt
Program Services	$20,880,121	ProgramServicesAmt
Management And General	$307,348	ManagementAndGeneralAmt
Fundraising	$201,362	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,188,756	TotalAmt
Program Services	$1,774,487	ProgramServicesAmt
Management And General	$343,968	ManagementAndGeneralAmt
Fundraising	$70,301	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$865,842	TotalAmt
Program Services	$865,842	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,509,481	TotalAmt
Program Services	$12,320,880	ProgramServicesAmt
Management And General	$188,601	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,922,345	TotalAmt
Program Services	$469,297	ProgramServicesAmt
Management And General	$1,451,280	ManagementAndGeneralAmt
Fundraising	$1,768	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Debt Service	$3,951,277	$3,951,277
Special Projects	$3,356,877	$3,080,318	$207,145	$69,414
Interest Rate Swap	-$2,683,370	-$2,683,370
Other	-$1,207,647	-$3,262,148	$1,348,862	$705,639

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$268,985,530	TotalAmt
Program Services	$234,406,878	ProgramServicesAmt
Management And General	$28,861,034	ManagementAndGeneralAmt
Fundraising	$5,717,618	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$29,244,715	BOYAmt
EOY	$79,119,280	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,843,607	BOYAmt
EOY	$14,750,539	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,447,415	BOYAmt
EOY	$4,786,310	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)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,820,318	BOYAmt
EOY	$4,224,316	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$521,921,580	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$124,196,373	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$355,468,229	BOYAmt
EOY	$397,725,207	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$91,493,895	BOYAmt
EOY	$94,974,807	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$193,093,635	BOYAmt
EOY	$219,335,251	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,998,647	BOYAmt
EOY	$3,005,282	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$693,410,461	BOYAmt
EOY	$817,920,992	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$22,175,210	BOYAmt
EOY	$27,160,704	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,214,714	BOYAmt
EOY	$3,166,726	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$142,723,225	BOYAmt
EOY	$192,600,419	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$26,608,434	BOYAmt
EOY	$30,774,453	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$194,721,583	BOYAmt
EOY	$253,702,302	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$324,020,886	BOYAmt
EOY	$372,530,510	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$60,353,287	BOYAmt
EOY	$67,319,073	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$114,314,705	BOYAmt
EOY	$124,369,107	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$498,688,878	BOYAmt
EOY	$564,218,690	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$693,410,461	BOYAmt
EOY	$817,920,992	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$40,504,081	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$25,025,731	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$2,106,373	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$202,089,599	BeginningYearBalanceAmt
Contributions	$15,553,919	ContributionsAmt
Investment Earnings Or Losses	$25,698,193	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,882,318	GrantsOrScholarshipsAmt
Other Expenditures	$2,831,339	OtherExpendituresAmt
Administrative Expenses	$1,703,695	AdministrativeExpensesAmt
End Year Balance	$231,924,359	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$214,224,572	BeginningYearBalanceAmt
Contributions	$3,238,430	ContributionsAmt
Investment Earnings Or Losses	-$5,122,866	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,294,114	GrantsOrScholarshipsAmt
Other Expenditures	$2,669,778	OtherExpendituresAmt
Administrative Expenses	$1,286,645	AdministrativeExpensesAmt
End Year Balance	$202,089,599	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$188,687,623	BeginningYearBalanceAmt
Contributions	$14,601,394	ContributionsAmt
Investment Earnings Or Losses	$19,757,493	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,007,667	GrantsOrScholarshipsAmt
Other Expenditures	$2,252,104	OtherExpendituresAmt
Administrative Expenses	$1,562,167	AdministrativeExpensesAmt
End Year Balance	$214,224,572	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$158,819,152	BeginningYearBalanceAmt
Contributions	$13,744,425	ContributionsAmt
Investment Earnings Or Losses	$24,217,271	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,166,407	GrantsOrScholarshipsAmt
Other Expenditures	$1,969,460	OtherExpendituresAmt
Administrative Expenses	$1,957,358	AdministrativeExpensesAmt
End Year Balance	$188,687,623	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$133,958,547	BeginningYearBalanceAmt
Contributions	$12,210,254	ContributionsAmt
Investment Earnings Or Losses	$19,147,527	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,580,637	GrantsOrScholarshipsAmt
Other Expenditures	$1,716,099	OtherExpendituresAmt
Administrative Expenses	$1,200,440	AdministrativeExpensesAmt
End Year Balance	$158,819,152	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.364	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.532	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.104	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	$23,164,000	OtherCostOrOtherBasisAmt
Book Value	$23,164,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$372,474,990	OtherCostOrOtherBasisAmt
Depreciation	$81,758,612	DepreciationAmt
Book Value	$290,716,378	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,246,057	OtherCostOrOtherBasisAmt
Depreciation	$1,585,292	DepreciationAmt
Book Value	$11,660,765	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,111,959	OtherCostOrOtherBasisAmt
Depreciation	$21,380,459	DepreciationAmt
Book Value	$10,731,500	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$80,924,574	OtherCostOrOtherBasisAmt
Depreciation	$19,472,010	DepreciationAmt
Book Value	$61,452,564	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$397,725,207	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS
OTHER
REAL ESTATE
ALTERNATIVE INVESTMENTS	$217,102,658	F
OTHER	$1,376,899	F
REAL ESTATE	$855,694	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$219,335,251	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
AGENCY OBLIGATIONS & REFUNDABLE ADVANCES
STUDENT DEPOSITS
FEDERAL ADVANCE-PERKINS STUDENT LOANS
CAPITAL LEASE OBLIGATIONS
OBLIGATION UNDER INTEREST RATE SWAP
AGENCY OBLIGATIONS & REFUNDABLE ADVANCES	$4,292,077
STUDENT DEPOSITS	$6,317,355
FEDERAL ADVANCE-PERKINS STUDENT LOANS	$3,019,456
CAPITAL LEASE OBLIGATIONS	$11,258,460
OBLIGATION UNDER INTEREST RATE SWAP	$5,887,105

Field	Value	IRS element (for citing)
Total Liability	$30,774,453	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$289,401,127	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$25,025,731	NetUnrealizedGainsInvstAmt
Other Revenue	$76,620	OtherRevenueAmt
Revenue Not Reported	$25,102,351	RevenueNotReportedAmt
Revenue Subtotal	$264,298,776	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,490,863	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$43,699,972	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$45,190,835	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$309,489,611	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$226,554,684	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$76,620	OtherExpensesIncludedAmt
Expenses Not Reported	$76,620	ExpensesNotReportedAmt
Expenses Subtotal	$226,478,064	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,490,864	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$41,016,602	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$42,507,466	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$268,985,530	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collections	THE COLLECTIONS OF ART AND SIMILAR ASSETS ARE USED FOR TEACHING AND RESEARCH BY THE UNIVERSITY'S FACULTY AND STUDENTS. SOME PIECES ARE ON DISPLAY THROUGHOUT THE CAMPUS.
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF EDUCATIONAL PURPOSES WHICH INCLUDE THE FUNDING OF SCHOLARSHIPS, PROFESSORSHIPS AND PROGRAM RELATED ACTIVITIES SUCH AS STUDY ABROAD, FACULTY DEVELOPMENT, COMMUNICATIONS STUDIES, LECTURE SERIES, SUPPORT OF SPIRITUAL LIFE, ETC. SCHOLARSHIPS PROVIDED INCLUDE ACADEMIC, ATHLETIC AND NEED BASED SCHOLARSHIPS WHICH ARE AWARDED BY THE OFFICE OF FINANCIAL PLANNING ON AN ANNUAL BASIS. FUNDS PROVIDED FOR PROFESSORSHIPS ARE USED TO FUND SALARY AND OPERATING EXPENSES FOR THE INTENDED AREA OF STUDY. EXTERNAL INVESTMENT MANAGERS ARE EMPLOYED TO OVERSEE THE ENDOWMENT FUNDS. THE BOARD OF TRUSTEES HAVE APPROVED AN ENDOWMENT SPENDING POLICY WHEREBY DISTRIBUTIONS ARE USED TO FUND THE EDUCATIONAL PURPOSES DESCRIBED ABOVE.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM ACTIVITIES UNRELATED TO ITS BUSINESS PURPOSE. THE UNIVERSITY BELIEVES IT HAS SUFFICIENT JUSTIFICATION FOR ANY TAX POSITIONS TAKEN, INCLUDING ALLOCATION OF EXPENSES TO ITS UNRELATED BUSINESS INCOME AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICES FOR THREE YEARS AFTER THEY ARE FILED. AS OF THE REPORT DATE (SEPTEMBER 15, 2017), THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2015, 2014, AND 2013 REMAIN SUBJECT TO SAID EXAMINATION.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	FUNDRAISING EXPENSE FROM SCHEDULE G - 76620
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	TUITION DISCOUNT - 43699970 ROUNDING - 2
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	FUNDRAISING EXPENSES - REPORTED SCH G - 76620
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	TUITION DISCOUNT - 43699970 INTEREST RATE SWAP - -2683370 ROUNDING - 2

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, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY

ELON UNIVERSITY'S NONDISCRIMINATORY POLICY APPEARS ON ITS APPLICATION, IN THE VIEWBOOK, PRE-REGISTRATION GUIDE, ACADEMIC CATALOG AND ON MONITORS ACROSS CAMPUS. THE POLICY STATES "THE UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, CREED, SEX, NATIONAL OR ETHNIC ORIGIN, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, OR VETERAN'S STATUS (COLLECTIVELY KNOWN AS "PROTECTED CATEGORIES") IN THE RECRUITMENT AND ADMISSION OF STUDENTS, THE RECRUITMENT AND EMPLOYMENT OF FACULTY AND STAFF OR THE OPERATION OF ANY OF ITS PROGRAMS."

Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT

THE UNIVERSITY RECEIVES FUNDS FROM THE FEDERAL GOVERNMENT AND THE STATE OF NORTH CAROLINA ON BEHALF OF ITS STUDENTS WHO HAVE DEMONSTRATED FINANCIAL NEED. A LIST OF ANY FINANCIAL AID OR ASSISTANCE FROM STATE AND FEDERAL AGENCIES IS ON FILE AT THE INSTITUTION AND IS PUBLISHED IN THE A-133 AUDIT EACH YEAR.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Program Services	STUDY ABROAD	$156,825
East Asia and the Pacific	Program Services	STUDY ABROAD	$493,028
Europe (Including Iceland and Greenland)	Program Services	STUDY ABROAD	$6,181,064
Middle East and North Africa	Program Services	STUDY ABROAD	$67,018
North America (Canada & Mexico only)	Program Services	STUDY ABROAD	$41,825
South America	Program Services	STUDY ABROAD	$121,016
South Asia	Program Services	STUDY ABROAD	$111,540
Sub-Saharan Africa	Program Services	STUDY ABROAD	$199,336

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$7,371,652	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$7,371,652	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUFFALO NOEL LEVITZ	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3018	AddressLine1Txt
City	CEDAR RAPIDS	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	52406	ZIPCd

Field	Value	IRS element (for citing)
Activity	CONSULTATION	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$17,893	RetainedByContractorAmt
Net To Organization	-$17,893	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$0	TotalGrossReceiptsAmt
Total Retained By Contractors	$17,893	TotalRetainedByContractorsAmt
Total Net To Organization	-$17,893	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Night of the Phoenix	Event1Nm
Gross Receipts Event1	$182,028	GrossReceiptsEvent1Amt
Charitable Contri Event1	$59,175	CharitableContriEvent1Amt
Gross Revenue Event1	$122,853	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$2,686	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$18,910	FoodAndBeverageEvent1Amt
Entertainment Event1	$6,800	EntertainmentEvent1Amt
Other Direct Expenses Event1	$6,725	OtherDirectExpensesEvent1Amt
Gross Revenue Event2	$0	GrossRevenueEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$182,028	GrossReceiptsTotalAmt
Charitable Contributions Tot	$59,175	CharitableContributionsTotAmt
Gross Revenue Total Events	$122,853	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$2,686	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$18,910	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$6,800	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$6,725	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$35,121	DirectExpenseSummaryEventsAmt
Net Income Summary	$87,732	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$50,600	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$19,000	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$1,200	NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming	$6,904	RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming	$14,395	OthDirectExpnssOtherGamingAmt
Gross Revenue Total Gaming	$50,600	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$19,000	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$1,200	NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming	$6,904	RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming	$14,395	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$41,499	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$9,101	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NC	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	EXEMPTION AS A NON-PROFIT.	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	JANE DEATON	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2900 CAMPUS BOX	AddressLine1Txt
City	ELON	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27244	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KYLE WILLS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	See statement.	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	Yes (true)	CharitableDistributionRqrInd
Distributed	$8,191	DistributedAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule G, Part II, Line 9(a) Night of the Phoenix -Other Direct Expenses	Printing $4,210 and Miscellaneous $2,515 = $6,725
Schedule G, Part III, Line 5(c) Other Gaming	Direct Expenses include - Entertainment $2,500 Food and beverages $10,160 , Participant & Miscellaneous items $1,735 = 14,395
Schedule G, Part III, Line 16 Description of services provided	OVERSIGHT OF THE GAME INCLUDED SUPERVISION OF WORKERS, ASSISTING WITH BUDGETING, DEPOSITS, CHECK REQUESTS, ORDERING SUPPLIES, MONITORING DONATIONS AND OTHER FINANCIAL INFORMATION RELATED TO THE EVENT.
Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses	RUFFALO NOEL LEVITZ-ANNUAL FEES AND PHONATON CALL SUPPORT.;
Schedule G, Part III, Line 17 Distributions required under state law	STATE=NORTH CAROLINA,MANDATORY DISTRIBUTION AMOUNT=8191;

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FINANCIAL AID TO STUDENTS	GrantTypeTxt
Recipient	4428	RecipientCnt
Cash Grant	$43,699,970	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	SCHOLARSHIP FUNDS ARE MONITORED COLLABORATIVELY BY THE OFFICE OF THE REGISTRAR, OFFICE OF THE BURSAR, FINANCIAL PLANNING, AND THE ACCOUNTING OFFICE TO VERIFY ELIGIBILITY, APPROPRIATE SELECTION CRITERIA AND APPLICATION OF SCHOLARSHIP FUNDS. FUNDS ARE CREDITED DIRECTLY TO THE STUDENTS' ACCOUNTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
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 (12 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
Dr Leo Lambert
President	$420,442	$0	$0	$0	$139,331	$0	$21,200	$0	$24,421	$0	$605,394	$0	$0	$0
Gerald Whittington
Sr. VP -Bus, Fin & Tech.	$328,471	$0	$0	$0	$85,649	$0	$21,200	$0	$24,038	$0	$459,358	$0	$0	$0
Dr Steven House
Provost & Exec. Vice President	$266,252	$0	$0	$0	$41,088	$0	$21,200	$0	$12,043	$0	$340,583	$0	$0	$0
David L (Dave) Blank
Director of Athletics	$241,584	$0	$0	$0	$21,920	$0	$20,233	$0	$31,250	$0	$314,987	$0	$0	$0
Dr Smith Jackson
Vice Pres. & Dean of Students	$196,673	$0	$0	$0	$24,171	$0	$16,071	$0	$18,728	$0	$255,643	$0	$0	$0
James Piatt
VP- Inst. Adv.	$262,024	$0	$0	$0	$20,921	$0	$21,200	$0	$29,732	$0	$333,877	$0	$0	$0
Richard J Skrosky
Football Coach	$281,645	$0	$0	$0	$39,917	$0	$21,200	$0	$12,590	$0	$355,352	$0	$0	$0
Paul Parsons
Dean-Sch of Communications	$266,598	$0	$0	$0	$6,430	$0	$21,200	$0	$12,286	$0	$306,514	$0	$0	$0
Raghuram Tadepalli
Dean-School of Bus.	$280,944	$0	$0	$0	$6,821	$0	$21,200	$0	$14,907	$0	$323,872	$0	$0	$0
Matthew M Matheny
Basketball Coach	$275,068	$0	$0	$0	$26,735	$0	$21,200	$0	$18,237	$0	$341,240	$0	$0	$0
Luke Bierman
Dean-School of Law	$273,490	$0	$0	$0	$4,162	$0	$21,200	$0	$32,884	$0	$331,736	$0	$0	$0
Dr Gerry Francis
Former Secretary	$110,051	$0	$0	$0	$0	$0	$6,392	$0	$0	$0	$116,443	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	TAX INDEMNIFICATION AND GROSS-UP PAYMENTS INCLUDING SOCIAL CLUB DUES: THE UNIVERSITY GROSSES UP TWO BENEFITS FOR CERTAIN SENIOR STAFF: SOCIAL CLUB DUES AND CAR ALLOWANCES. SOCIAL CLUB MEMBERSHIPS ARE USED FOR ENTERTAINMENT/FUNDRAISING PURPOSES FOR THE DIRECT BENEFIT OF THE UNIVERSITY. PERSONAL USE OF THE SOCIAL CLUB AND CARS ARE INCLUDED IN THE TAXABLE INCOME OF THE EMPLOYEES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE ONLY PERSON WHO RECEIVES HOUSING IS THE UNIVERSITY PRESIDENT. HIS CONTRACT STATES THAT AS A CONDITION OF HIS EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY AND AS A BENEFIT TO THE UNIVERSITY HE IS TO RESIDE IN THE UNIVERSITY PROVIDED HOUSING. IN ADDITION, HIS CONTRACT STATES THE UNIVERSITY SHALL PAY ALL UTILITIES, REAL ESTATE TAXES, INSURANCE AND EXPENSE FOR MAINTENANCE AND UPKEEP FOR THE PRESIDENTIAL RESIDENCE.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	SOCIAL CLUB MEMBERSHIPS ARE USED FOR ENTERTAINMENT/FUNDRAISING PURPOSES FOR THE DIRECT BENEFIT OF THE UNIVERSITY.
Schedule J, Part I, Line 1a Personal services	PERSONAL SERVICES: THE PRESIDENT'S CONTRACT STATES THAT AS A CONDITION OF HIS EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY AND AS A BENEFIT TO THE UNIVERSITY HE IS TO RESIDE IN UNIVERSITY PROVIDED HOUSING AND EXPENSES FOR MAINTENANCE AND UPKEEP WILL BE PAID FOR BY THE UNIVERSITY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY
A	561592154	2012-07-18	$54,595,000	FINANCE COST OF IMPROVEMENTS	false	false	false
NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY
B	561592154	2014-09-30	$39,985,000	REFUNDED ISSUES 1997, 1998, 2000, 2001C AND 2006.	false	false	false
NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY
C	561592154	2014-09-30	$60,325,000	REFUNDED ISSUES 2010 AND 2011.	false	false	false
NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY
D	561592154	2016-08-24	$32,000,000	CONVOCATION CENTER	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$54,830,317	$2,703,449	$235,373	$50,766,495	$1,125,000	2014	false	false	Yes (true)	Yes (true)
B		$39,985,000			$39,985,000		2008	Yes (true)	false	Yes (true)	Yes (true)
C		$60,325,000			$60,325,000		2013	Yes (true)	false	Yes (true)	Yes (true)
D		$32,091,410			$15,947,226			false	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	Yes (true)
D	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Rebate Not Due YetRebateNotDueYetInd
(no name)
A	false	Yes (true)	Yes (true)	false	false	false	Yes (true)
WELLS FARGO
B	false	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)	25.0	false	false
WELLS FARGO
C	false	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)	25.0	false	false
BANK OF AMERICA
D	false		Yes (true)	Yes (true)	false	false	Yes (true)	6.0	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3 COLUMN A	NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY - $235,317 INTEREST EARNED HAS BEEN ADDED TO THE ISSUE PRICE.
Schedule K, Part II, Line 13 COLUMN C	NC Facilities Finance Agency Series-In September 2014 the university extinguished the outstanding debt related to revenue bond series 2010 and 2011 and arranged for debt refinancing through a direct purchase. Projects funded by the original bond issues were completed in 2013.
Schedule K, Part II, Line 13 Column B	NC Facilities Finance Agency Series-In September 2014 the university extinguished the outstanding debt related to revenue bond series 1997, 1998, 2000, 2001C, and 2006 and arranged for debt refinancing through a direct purchase. Projects funded by the original bond issues were completed in 2008.
Schedule K, Part II, Line 3 COLUMN D	NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY - $91,410 INTEREST EARNED HAS BEEN ADDED TO THE ISSUE PRICE.
Schedule K, Part II, Line 3 COLUMN E	NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY - $ 1,432 INTEREST EARNED HAS BEEN ADDED TO THE ISSUE PRICE.
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY The calculation for computing no rebate due was performed on 12/31/2016
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY The calculation for computing no rebate due was performed on 09/30/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY The calculation for computing no rebate due was performed on 09/30/1916

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	561592154	BondIssuerEIN
Bond Issued	1917-04-26	BondIssuedDt
Issue Price	$24,320,000	IssuePriceAmt
Purpose	FINANCE RESIDENCE HALLS, TENNIS BUILDING, AND PHOENIX ATHLETIC RECREATIONAL CENTER-SOUTH	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$24,321,432	TotalProceedsAmt
Issuance Costs From Proceeds	$99,700	IssuanceCostsFromProceedsAmt
Capital Expenditures	$997,449	CapitalExpendituresAmt
Current Refunding	false	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	false	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Total Private Business Use	0.0	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Variable Rate Issue	Yes (true)	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
LAURIE LAMBERT
FAMILY MEMBER	$49,980	IND. CONTRACTOR	false
SUSAN LINDLEY
FAMILY MEMBER	$55,850	EMPLOYEE	false
RENE JACKSON
FAMILY MEMBER	$61,274	EMPLOYEE	false

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	103	ContributionCnt
Noncash Contributions Rpt F990	$3,897,433	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	LEASED VECHICLES	4	$18,840	Market value
Yes (X)	Gifts in Kind	14	$32,154	Market value

Field	Value	IRS element (for citing)
Form8283 Received	0	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions	THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS. PUBLICLY TRADED SECURITIES DONATED TO THE UNIVERSITY ARE SOLD THROUGH A THIRD PARTY STOCK BROKER. IT IS THE UNIVERSITY'S POLICY TO SELL STOCK GIFTS IMMEDIATELY.
Schedule M, Part I Explanations of reporting method for number of contributions	Securities - Publicly traded - Combination method of items received and number of contributions made. Other - LEASED VECHICLES NUMBER OF ITEMS RECEIVED. Other - Gifts in Kind NUMBER OF CONTRIBUTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 6,938,460 including grants of $)(Revenue $ 1,812,822) ACADEMIC SUPPORT - EXPENSES INCURRED TO PROVIDE SUPPORT SERVICES FOR THE INSTITUTION'S PRIMARY MISSION OF INSTRUCTION, INCLUDING THE LIBRARY, MEDIA SERVICES, AND TECHNOLOGY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	GAIL DREW LANE AND DALTON L. McMICHAEL, JR. - Family relationship, KERRII ANDERSON AND DAVID KING - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE FILING. ALSO, A COPY IS PROVIDED TO THE BOARD THROUGH A PASSWORD PROTECTED WEBSITE.
Form 990, Part VI, Line 12c Conflict of interest policy	THE UNIVERSITY SENDS OUT AN ANNUAL CONFLICT OF INTEREST FORM TO ALL KEY EMPLOYEES AND MEMBERS OF THE BOARD. EACH YEAR THESE PERSONS ARE TO RE-READ THE CONFLICT OF INTEREST POLICY AND FILL OUT THE ATTACHED FORM WITH VARIOUS QUESTIONS. THE FORMS ARE MONITORED BY THE ASSISTANT TO THE BOARD OF TRUSTEES AND SENT TO THE AUDIT COMMITTEE CHAIR. IF AN ITEM COMES TO VOTE THAT PRESENTS A CONFLICT, THE BOARD MEMBER WILL NOT PARTICIPATE IN ANY DISCUSSION OR VOTING PERTAINING TO THE ITEM OF CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE INDEPENDENT PERSONNEL COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF TRUSTEES, HIRES AN INDEPENDENT COMPENSATION CONSULTANT. THE CONSULTANT GATHERS COMPENSATION DATA FROM OTHER UNIVERSITIES, PUBLISHED SURVEYS, AND THE FORMS 990. THE COMMITTEE REVIEWS THE DATA AND FORMULATES A RECOMMENDATION FOR THE BOARD OF TRUSTEES FOR APPROVAL. THESE DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. FOR ALL OTHER EMPLOYEES, THE HUMAN RESOURCES DEPARTMENT REVIEWS SALARY RANGES AND COMPARES THEM TO INDUSTRY STANDARDS ON A REGULAR BASIS.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	SEE DESCRIPTION FOR LINE 15A.
Form 990, Part VI, Line 19 Required documents available to the public	CERTAIN DOCUMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. SOME POLICIES ARE AVAILABLE ONLY UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	PROJECTS - Total Revenue: 96601, Related or Exempt Function Revenue: 96601, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MISCELLANEOUS - Total Revenue: 1716221, Related or Exempt Function Revenue: 1716221, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRI-STATE REAL PROPERTIES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	615 S DUPONT HIGHWAY	AddressLine1Txt
City	DOVER	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	19901	ZIPCd

Field	Value	IRS element (for citing)
EIN	260353244	EIN
Primary Activities	REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$57,611	TotalIncomeAmt
End Of Year Assets	$459,000	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ELON UNIVERSITY	BusinessNameLine1Txt