2018-04-09T13:41:25-05:00 2017-05-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2016-06-01 630288811 Birmingham-Southern College % MR ELI PHILLIPS BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 ELI PHILLIPS VP/bus & fin & cfo 2052264630 2018-04-05 true Sandra L Feinsmith P01064157 4046886841 2018-04-05 38.140.171.210 58727420180995000005 2018-04-09 P 3A53936FBF490114509C04F2192B1F8E6D79DDEB 4DB68E9310AB6A0CC47BBA369B123970E8804FD7 2016 2021-01-29 14:40:06Z Linda Flaherty-Goldsmith 900 Arkadelphia Road Birmingham AL 35254 86180851 false X www.bsc.edu X 1856 AL SEE SCHEDULE O 37 35 849 452 0 0 10172777 12289462 60383777 60197713 -307626 949664 263390 12721540 70512318 86158379 28711743 28943824 0 0 22323154 23430853 0 118270 1247012 23872108 24047145 74907005 76540092 -4394687 9618287 180338012 179607698 67489767 53016999 112848245 126590699 X BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. false false 44411781 28943824 60197713 Educational Opportunities for Students During The 2016-2017 SCHOOL YEAR- The total experience at BSC focuses on the student and their intellectual and ethical development. We offer them opportunities for spiritual and physical well being, and our academic program challenges them to understand a range of disciplines, while requiring the in-depth study of one. There is much about our college that is distinct. We have a dedicated faculty who maintain their tradition of undergraduate scholarship and research; we have an Exploration Term; and we emphasize leadership studies and service-learning, cross-cultural opportunities, on- and off-campus mentor relationships, and an education within a liberal arts context. The college made significant strides towards attaining its SACS (Southern Association of Colleges and Schools) reaccreditation in tax year 2014. The reaccreditation was granted in the beginning of the 2015 fiscal year. 44411781 true true false false false false false false false true true false false true true true false true true false false false true false true false false false true true true false false false false false false false false false true true true false false true false false false false true 205 0 849 true false false false false false true false false false false false X 37 35 false false false false false true false true true false false true true true true true true true true false AL X MR ELI PHILLIPS 2052264630 900 ARKADELPHIA ROAD Birmingham AL 35254 Edward F Leonard Former President 40.0 0.0 X X 237699 0 6684 Linda Flaherty-Goldsmith President 40.0 0.0 X X 123390 0 4301 Mr Dan Anderson DIRECTOR 1.0 0.0 X 0 0 0 Mr John B Barnett III DIRECTOR 1.0 0.0 X 0 0 0 Ms Brooke Tanner Battle CHAIR ACADEMICS AFFAIR COMM. 1.0 0.0 X 0 0 0 Mrs Derry Bunting DIRECTOR 1.0 0.0 X 0 0 0 Rev Dale Cohen DIRECTOR 1.0 0.0 X 0 0 0 Mr Robert M Dixon Jr DIRECTOR 1.0 0.0 X 0 0 0 Mr Walter B Evans DIRECTOR 1.0 0.0 X 0 0 0 Mr Denson N Franklin III VICE CHAIR OF THE BOARD 1.0 0.0 X 0 0 0 Dr Samuel Eugene Gray DIRECTOR 1.0 0.0 X 0 0 0 Mr T Morris Hackney DIRECTOR 1.0 0.0 X 0 0 0 MR CLAY C LONG DIRECTOR 1.0 0.0 X 0 0 0 MRS JANE P MCDONALD DIRECTOR 1.0 0.0 X 0 0 0 MR JOHN J MCMAHON III DIRECTOR 1.0 0.0 X 0 0 0 BISHOP DEBRA WALLACE-PADGETT DIRECTOR 1.0 0.0 X 0 0 0 MRS ELIZABETH F PHARO CO-CHAIR INST. ADVANCE COMM. 1.0 0.0 X 0 0 0 REV R STEVEN RENEAU DIRECTOR 1.0 0.0 X 0 0 0 Mr Bruce F Rogers DIRECTOR 1.0 0.0 X 0 0 0 Mr George B Salem Chair Enrlmt Mgt/Athletics Com 1.0 0.0 X 0 0 0 DR david saliba director 1.0 0.0 X 0 0 0 MR SCOTT Y SELMAN CHAIR FINANCE/INVESTMENT COMM 1.0 0.0 X 0 0 0 Mr David M Smith Chair of the Board 1.0 0.0 X X 0 0 0 MR HATTON SMITH CO-CHAIR INST. ADVANCE COMM. 1.0 0.0 X 0 0 0 Mr James T Stephens GOVERNANCE & MEMBERSHIP COMM. 1.0 0.0 X 0 0 0 MR KEVIN RICHARD STUMP SR DIRECTOR 1.0 0.0 X 0 0 0 DR JOHN KEVIN TUCKER DIRECTOR 1.0 0.0 X 0 0 0 DR ANDREW R WOLFE DIRECTOR 1.0 0.0 X 0 0 0 MRs DELYNN M ZELL secretary & chair audit comm. 1.0 0.0 X 0 0 0 MR CARL E CROSBY DIRECTOR 1.0 0.0 X 0 0 0 MR JACK W ECHOLS III DIRECTOR 1.0 0.0 X 0 0 0 MR M WILLIAMS GOODWYN JR DIRECTOR 1.0 0.0 X 0 0 0 BISHOP DAVID GRAVES DIRECTOR 1.0 0.0 X 0 0 0 DR BRUCE IRWIN DIRECTOR 1.0 0.0 X 0 0 0 MR JAMES E PIERCE DIRECTOR 1.0 0.0 X 0 0 0 MR THOMAS E SISSON DIRECTOR 1.0 0.0 X 0 0 0 MR CHAD S WACHTER JD DIRECTOR 1.0 0.0 X 0 0 0 MR RICHARD B YEILDING DIRECTOR 1.0 0.0 X 0 0 0 Eli H Phillips VP Finance & CFO 40.0 0.0 X 186562 0 13068 Lane Estes CHIEF OF STAFF 40.0 0.0 X 134705 0 15370 Anthony Hambey VP IT 40.0 0.0 X 133153 0 15291 David Eberhardt VP Student Development 40.0 0.0 X 98379 0 14473 Sara Newhouse VP Enrollment Mgmt 40.0 0.0 X 93975 0 2596 Joe Dean Senior VP Advancement 40.0 0.0 X 223258 0 9842 Michelle Behr Provost 40.0 0.0 X 166575 0 9926 Sara Robicheaux INTERIM VP Advancement 40.0 0.0 X 184010 0 4142 1581706 0 95693 17 true true false Aramark Corporation 1101 Market Street 24th Floor PHILADELPHIA PA 19107 food service 4341099 APOGEE telecom inc 715 WEST 23RD STREET AUSTIN TX 78705 IT SERVICES 737453 LANDSCAPE SERVICES 4641 HWY 280 BIRMINGHAM AL 35242 LANDSCAPE SERVICES 520659 SOUTHERN BUILDING MAINTENANCE 2860 VESTAVIA FOREST DRIVE BIRMINGHAM AL 35216 MAINTENANCE 486583 TAYLOR BURTON COMPANY INC 3239 LORNA ROAD BIRMINGHAM AL 35216 CONSTRUCTION 381106 17 43670 465308 11780484 260449 12289462 TUITION & FEES 611710 43450342 43450342 DORM REVENUES 611710 9085920 9085920 CAFETERIA 611710 5064700 5064700 BOOKSTORE SALES 611710 996819 996819 CONSERVATORY 611710 161364 161364 1438568 1438568 60197713 386356 386356 0 0 184937 184937 0 184937 184937 563308 563308 563308 563308 31250 43670 22472 8778 8778 0 0 0 0 0 0 GAIN ON EXTINGUISHMENT OF DEBT 611710 12527825 12527825 12527825 86158379 60197713 13671204 0 28312222 28312222 631602 631602 0 1740606 1319354 421252 0 17233168 10283259 6552347 397562 622935 356899 245269 20767 2484564 1124270 1270604 89690 1349580 760253 536229 53098 0 49406 49406 175121 175121 0 118270 118270 14581 14581 6062382 220368 5842014 701379 18361 666318 16700 5232869 1731200 3393355 108314 836086 836086 0 3148604 1685 3146919 1214532 851369 341804 21359 0 112892 31107 81785 2701781 2701781 0 3401639 3401639 395873 89186 306687 76540092 44411781 30881299 1247012 8807874 8992503 0 0 2871920 5271650 759857 538560 0 0 0 0 3672416 3439964 0 0 0 0 216198302 116482574 101295297 99715728 53819454 51763508 0 0 0 0 0 0 9111194 9885785 180338012 179607698 1101693 1272897 0 0 0 0 20933840 37338711 0 0 0 0 35346315 3989552 0 0 10107919 10415839 67489767 53016999 X 44108045 53306720 5505222 8814450 63234978 64469529 112848245 126590699 180338012 179607698 9618287 4124167 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54221105 3166767 4296279 4958559 3160734 36413 53528445 61011062 1414255 -2004212 4411258 1596358 192384 54221105 60785156 2068064 1457842 2522137 623814 154049 61011062 57144674 2244253 5596055 2321685 1744614 133527 60785156 46714497 1326001 5395769 2057332 -6059396 293657 57144674 1.00000 false false 2524130 2524130 160952221 71116521 89835700 22659782 18481072 4178710 19668297 18004522 1663775 10393872 8880459 1513413 99715728 OTHER ASSETS 3392935 BENEFICIAL INTEREST IN TRUSTS 5127850 BEQUESTS RECEIVABLE 1365000 9885785 0 SALARIES AND BENEFITS PAYABLE 4024974 OTHER LIABILITIES 2085563 ADV FROM FED GOV'T FOR STUDENT 2206459 DEP. HELD IN CUSTODY FOR OTHER 314602 TRUST AND ANNUITY PAYMENT LIAB 1784241 10415839 X 61338722 4124167 4124167 57214555 28943824 28943824 86158379 47596268 47596268 28943824 28943824 76540092 Part v, Line 4 Endowments are established to support student scholarships, fellowships, and professorships. The goals of the endowment funds are to support students, faculty, staff and programs of the College. Part X, Line 2 IN JUNE 2009 THE COLLEGE ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE (IRS) EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE COLLEGE EVALUATES ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT may EXIST. THE COLLEGE DOES NOT BELievE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE FISCAL YEARS ENDED MAY 31, 2017 AND 2016. Part XI Line 4b INSTITUTIONAL AWARDS: 28,943,824 Part XiI Line 4b INSTITUTIONAL AWARDS: 28,943,824 true true true true true true true false false false false false false false false true false true Line 3 NONDISCRIMINATORY POLICY This information is published in the College's catalog, in newspaper publications, and on the College's website. Line 6 Explanation of Government Financial Aid Birmingham-Southern receives student aid funds through the department of education for supplemental education opportunity grants (SEOG), Pell grants, federal work study grants, family educational loans, academic competitiveness grants, and national science and mathematics access to retain talent grants. true Student tuition discount East Asia and the Pacific 19 396500 Student tuition discount Europe (Including Iceland and Greenland) 9 197102 Student tuition discount Sub-Saharan Africa 1 25000 Student tuition discount Middle East and North Africa 1 13000 false false false false false false PART I, LINE 2 Birmingham- Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits, and donor reports. Funds are tracked in our database software and individual files are maintained of grant/scholarship recipients. All material is subject to audit. Grant scholarship criteria is reviewed prior to disbursement. ECOFEST 55380 29670 25710 1076 8003 6652 DARTER 19540 14000 5540 1841 4900 0 74920 43670 31250 1076 9844 11552 22472 8778 true student aid & institutional awards 1257 28312222 Schedule I, Part I, Line 2 Birmingham-Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits and donor reports. Funds are tracked in our database software and individual files are maintained of grant/scholarship recipients. All material is subject to audit. Grant/Scholarship criteria is reviewed prior to disbursement. X true true X X X X X false false false false false false false false false Edward F Leonard Former President 232716 0 0 0 4983 0 1781 0 4903 0 244383 0 0 0 Joe Dean Senior VP Advancement 223258 0 0 0 0 0 5247 0 4595 0 233100 0 0 0 Eli H Phillips VP Finance & CFO 186562 0 0 0 0 0 4886 0 8182 0 199630 0 0 0 Sara Robicheaux INTERIM VP Advancement 184010 0 0 0 0 0 4028 0 114 0 188152 0 0 0 Michelle Behr Provost 166575 0 0 0 0 0 5644 0 4282 0 176501 0 0 0 Lane Estes CHIEF OF STAFF 134705 0 0 0 0 0 3565 0 11805 0 150075 0 0 0 Part I, Line 1a As a condition of employment, the President is required to reside in, along with immediate family, in an on campus residence (President's residence). The College maintains, at its expense, the President's residence, grounds and provides utilities, security and housekeeping services based on the needs of the President and his immediate family. A PRIVATE COLLEGES & UNIVERSITIES facilities AUTH 521297592 2017-03-23 18124507 Refunding Regions Bank Loan false false false A 0 0 18124507 0 0 0 0 0 0 0 18124507 0 false false true true A false false false false 0.00000 0.00000 0.00000 false false false A false true true false 0 false 0 true A true JT Stephens trustee 200389 Subscription services false Sch. L, Part IV, Business Transactions Involving Interested Persons (A) Name of Person: J.T. Stephens (B) Relationship Between Interested Person and Organization: BSC-Board trustee (C) Amount of transaction: $200,389 (D) Description of Transaction: Mr. Stephens is chairman of the board of EBSCO Industries. The College contracts with EBSCO Industries for subscription services, databases, printing and information packaging. X 23 225997 stock exchange value X 2 4476 stock exchange value X 3 4164 Cost X Auction Items 30 11347 FMV X Grand Piano 1 10000 Appraisal X Road Paving Materials 1 2200 Cost X Patio Furniture/Tent/Gift Card 3 2265 FMV 0 false true false Form 990, Part I, LINE 1 Birmingham-Southern College prepares men and women for lives of significance. The College fosters intellectual and personal development through excellence in teaching and scholarship and by challenging students to engage their community and the greater world, to examine diverse perspectives, and to live with integrity. A residential, baccalaureate liberal arts institution, Birmingham-Southern honors its Methodist heritage of informed inquiry and meaningful service. Form 990, Part VI, Section A, Line 7A Four trustees are elected by joint action of the North Alabama and the West Florida conference of the United Methodist Church in accordance with the provisions of the school's charter. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the College's public accounting firm. The Form 990 is reviewed by the controller and the Chief Financial Officer. After the Form 990 is reviewed and approved by the controller and the Chief Financial officer, the Form 990 is provided to the Finance and Investment and Audit committees for review and comments. After review by the Finance and Investment and Audit committees, the Form 990 is given to the Board of trustees before filing with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12C A conflict of interest acknowledgement and disclosure statement is given to all board members annually. Conflict of interest disclosure statements are also given to all principal administrative officers and other employees as may be deemed appropriate. The signed statements are reviewed and follow up is completed if necessary. Form 990, Part VI, Section B, Lines 15A and B Compensation for key positions (President, Provost) AND STAFF POSITIONS are EVALUATED AND recommended by professional search consultants who assess the market for institutions of similar size and scope. Form 990, Part VI, Section C, Line 19 Documents are available upon request. Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 2396203 19627683 BSC