2017-05-15T11:44:31-05:00 2016-06-30 454084437 WARREN AVERETT LLC SIX CONCOURSE PARKWAY SUITE 600 ATLANTA GA 30328 990 2015-07-01 580531392 TRUETT MCCONNELL UNIVERSITY INC TRUE 7068652134 100 ALUMNI DRIVE CLEVELAND GA 305281264 DR JOSEPH WIEGAND VP FOR FINANCE & OPERATIONS 7068652134 2017-05-15 1 SUSAN HILL P00846200 7703961100 2017-05-15 2015 2021-01-29 14:40:06Z DR EMIR F CANER 100 ALUMNI DRIVE CLEVELAND GA 305281264 22273129 0 X WWW.TRUETT.EDU X 1946 GA TRUETT MCCONNELL UNIVERSITY IS A CHRISTIAN LIBERAL ARTS INSTITUTION THAT OFFERS 4 YEAR DEGREES FROM ONE CAMPUS LOCATED IN NORTH GEORGIA. THE MISSION IS TO EQUIP STUDENTS TO FULFILL THE GREAT COMMISSION BY FOSTERING A CHRISTIAN WORLDVIEW THROUGH A BIBLICALLY CENTERED EDUCATION. 30 30 352 30 0 0 2489419 2552435 16580839 19163519 203982 198812 59559 328730 19333799 22243496 4239135 4525106 0 0 7455032 7776334 0 0 146138 7389988 8712294 19084155 21013734 249644 1229762 34305357 36813404 13227355 14815687 21078002 21997717 X THE MISSION OF TRUETT MCCONNELL UNIVERSITY, A GEORGIA BAPTIST UNIVERSITY, IS TO EQUIP STUDENTS TO FULFILL THE GREAT COMMISSION BY FOSTERING A CHRISTIAN WORLDVIEW THROUGH A BIBLICALLY CENTERED EDUCATION. 0 0 5016293 15561484 INSTRUCTION - THE UNIVERSITY IS BUILT ON THE BELIEF THAT ACADEMIC DISCIPLINES IN THE LIBERAL ARTS CAN BE TAUGHT WITHIN THE CONTEXT OF THE CHRISTIAN FAITH IN ORDER TO PROVIDE YOUNG PEOPLE WITH A HIGH QUALITY EDUCATION WHICH EMPHASIZES WHAT MATTERS MOST: PRINCIPLES, IDEALS, ETHICS, MORALS, AND VALUES. WITH AN ENROLLMENT OF 1,606 CURRENT STUDENTS, TRUETT MCCONNELL UNIVERSITY HAS INCREASED ITS ENROLLMENT BY 74% SINCE 2011. ALSO, OVER THE PAST TWO YEARS, THE SCHOOL HAS OBTAINED A FACULTY OF WHICH MORE THAN 58 PERCENT HOLD DOCTORATES IN THEIR RESPECTIVE FIELDS. THE UNIVERSITY OFFERS FORTY SIX FOUR-YEAR PROGRAMS OF STUDY IN MAJORS IN BUSINESS, HUMANITIES, CHRISTIAN STUDIES, EDUCATION, HISTORY, MUSIC, AND INTERDISCIPLINARY STUDIES.TRUETT ONLINE, A PROGRAM THAT OFFERS STUDENTS THE OPPORTUNITY TO EARN A DEGREE COMPLETELY ONLINE, BEGAN IN THE SPRING OF 2009 AND NOW OFFERS STUDENTS THE OPPORTUNITY TO EARN A DEGREE IN BUSINESS OR CHRISTIAN STUDIES. TRUETT ONLINE HAS SPECIFICALLY REACHED OUT TO BI-VOCATIONAL PASTORS, AS WELL AS LAITY, TO OFFER AN OPPORTUNITY FOR THEM TO CONTINUE THEIR EDUCATION.TRUETT MCCONNELL UNIVERSITY IS ACCREDITED BY THE COMMISSION ON COLLEGES OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS. 4525106 4525106 FINANCIAL AID - HIGHER EDUCATION MAY BE THE MOST IMPORTANT INVESTMENT THAT A PERSON MAKES BECAUSE IT CAN LEAD TO PERSONAL AND PROFESSIONAL SUCCESS. IF TRUETT MCCONNELL OFFERS THE EDUCATION A PERSON IS LOOKING FOR, THEN WE'LL DO ALL WE CAN TO BRING IT WITHIN REACH FINANCIALLY. 3455050 3460738 AUXILIARY ENTERPRISES - THE UNIVERSITY OFFERS RESIDENT STUDENTS TO TAKE THEIR MEALS IN THE DINING HALL. RESIDENCE HALL HOUSING IS AVAILABLE WITH RESIDENT ASSISTANTS AND RESIDENT DIRECTORS TO OFFER SUPPORT TO THE RESIDENTS AND PROVIDE AN ENVIRONMENT CONDUCIVE TO ACADEMIC PROGRESS. 5513551 247020 ACADEMIC SUPPORT - ACADEMIC ENRICHMENT SERVICES INCLUDE HONOR'S COURSES, DEVELOPMENTAL STUDIES, AND LEARNING ASSISTANCE (TUTORING IN ENGLISH AND MATH), AND SPECIAL SUPPORT SERVICES. ACADEMIC ENRICHMENT SERVICES ARE DESIGNED TO PROMOTE AND STRENGTHEN THE DEVELOPMENT OF LEARNING SKILLS IN AREAS THAT ARE BASIC TO COLLEGE SUCCESS, AND TO ENHANCE THE OVERALL ACADEMIC ENVIRONMENT. STUDENT SERVICES - STUDENT SERVICES INCLUDE OFFICES OF ADMISSIONS AND THE REGISTRAR AND STUDENT ACTIVITIES, CULTURAL EVENTS, STUDENT NEWSPAPERS, INTRAMURAL ATHLETICS, STUDENT ORGANIZATIONS, INTERCOLLEGIATE ATHLETICS, COUNSELING AND CAREER GUIDANCE, AND STUDENT HEALTH SERVICE. 5513551 247020 18510000 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 65 0 352 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 GA X THE ORGANIZATION 7068652134 100 ALUMNI DRIVE CLEVELAND GA 305281264 DR BOB JOLLY TRUSTEE 1.00 X 0 0 0 DR FRANK COX TRUSTEE 1.00 X 0 0 0 DR GRADY SUTTON TRUSTEE 1.00 X 0 0 0 DR PAUL DENNIS TRUSTEE 1.00 X 0 0 0 DR PHIL BRAY TRUSTEE 1.00 X 0 0 0 DR ROBBY FOSTER TRUSTEE 1.00 X 0 0 0 MR ADAM BAKER TRUSTEE 1.00 X 0 0 0 MR B MILES HANNAN TRUSTEE 1.00 X 0 0 0 MR BRETT DUNCAN TRUSTEE 1.00 X 0 0 0 MR BILL BONNER TRUSTEE 1.00 X 0 0 0 MR BRUCE A THOMPSON TRUSTEE 1.00 X 0 0 0 MR DARRELL WESTMORELAND TRUSTEE 1.00 X 0 0 0 MR DAVID HENSON TRUSTEE 1.00 X 0 0 0 MR HARVARD HOPP HOPKINS JR TRUSTEE 1.00 X 0 0 0 MR JOHN J HOWARD TRUSTEE 1.00 X 0 0 0 MR JOHNNY JAY M BURKETT TRUSTEE 1.00 X 0 0 0 MR JOSEPH ALLEN CARROLL JR TRUSTEE 1.00 X 0 0 0 MR KEITH KELLY TRUSTEE 1.00 X 0 0 0 MR LEE EVANS TRUSTEE 1.00 X 0 0 0 MR PHILLIP M JONES TRUSTEE 1.00 X 0 0 0 MR RANDY CRENSHAW TRUSTEE 1.00 X 0 0 0 MR TERRY WILLIAMS TRUSTEE 1.00 X 0 0 0 MR WAYNE FARR TRUSTEE 1.00 X 0 0 0 PASTOR ALLEN REA TRUSTEE 1.00 X 0 0 0 PASTOR JAMES JIM HOLMES TRUSTEE 1.00 X 0 0 0 REV DAN ROSSER TRUSTEE 1.00 X 0 0 0 REV DAVID BAKER TRUSTEE 1.00 X 0 0 0 REV JAMES DOLLAR TRUSTEE 1.00 X 0 0 0 REV JAMIE POWELL TRUSTEE 1.00 X 0 0 0 REV MIKE DOROUGH TRUSTEE 1.00 X 0 0 0 REV RICHARD C STATHAM SR TRUSTEE 1.00 X 0 0 0 REV RUDY CAMP TRUSTEE 1.00 X 0 0 0 REV RUSSELL HARBIN TRUSTEE 1.00 X 0 0 0 REV THOMAS HAMMOND TRUSTEE 1.00 X 0 0 0 REV TONY HAMILTON TRUSTEE 1.00 X 0 0 0 REV TONY SAMPLES TRUSTEE 1.00 X 0 0 0 DR BRADLEY REYNOLDS VP ACADEMIC SERVICES 40.00 X 89573 0 26505 DR DAVID ARMSTRONG IMM. PAST VP FINANCE & OPERATIONS 40.00 X 57372 0 15966 DR EMIR F CANER PRESIDENT 40.00 X 210706 0 42026 DR JOSEPH WIEGAND VP FINANCE & OPERATIONS 40.00 X 122329 0 22297 MR CHRIS EPPLING VP STUDENT SERVICES 40.00 X 84126 0 26456 564106 0 133250 2 0 1 0 CHARTWELLS DINING SERVICES PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 2115409 FOCUS DESIGN BUILDERS 3129 HERITAGE TRADE DRIVE STE 104 WAKE FOREST NC 27587 CONSTRUCTION 1845731 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SOFTWARE SUPPORT SERVICES 121875 LESLIE'S ROOFING 6220 FALCON LANE GAINSVILLE GA 30506 ROOFING 103000 METCALF DAVIS CPA'S 3340 PEACHTREE ROAD NE ATLANTA GA 30326 AUDITING SERVICES 102274 5 11150 991857 1549428 2552435 TUITION AND FEES 611600 15561484 15561484 AUXILIARY ENTERPRISES 611600 3460738 3460738 STUDENT SERVICES 611600 141297 141297 19163519 202293 202293 219983 0 219983 219983 219983 18936 16991 5426 1945 -5426 -3481 -3481 10240 11150 7216 3024 3024 MISCELLANEOUS 900099 105723 105723 105723 22243496 19269242 0 421819 4239764 4239764 285342 285342 743795 743795 5468531 5121803 262498 84230 310228 287428 17131 5669 889542 873810 15732 364238 328444 34058 1736 11053 11053 77397 77397 10970 10970 33028 33028 166201 135199 21387 9615 654879 234149 408469 12261 31710 31710 230021 226496 3525 406368 357257 46314 2797 397615 137690 259925 1076306 963431 112875 175226 97628 77598 FOOD 1549077 1549077 OPERATIONS AND MAINTENA 1285183 1150402 134781 MISCELLANEOUS 1000689 1000689 0 ATHLETICS 514446 514446 1092125 942207 135820 14098 21013734 18510000 2357596 146138 2517703 286638 473000 0 153908 50000 403073 635759 41915939 12967017 24471954 28948922 1291713 1836393 4762824 4535786 231182 519906 34305357 36813404 1752282 1783894 62218 68074 11106537 12626436 306318 337283 13227355 14815687 X 14487678 15158739 1381113 1197111 5209211 5641867 21078002 21997717 34305357 36813404 X 1229762 -184424 -125623 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1182691 591333 -20427 41392 1712205 1185956 7032 17507 27804 1182691 1139017 11558 82776 47395 1185956 1091526 7636 70731 30876 1139017 1194005 13536 16489 132504 1091526 0.00000 0.96740 0.03260 0 1 1 4972086 4972086 23445152 7579183 15865969 1134424 690097 444327 5530826 4505438 1025388 6833451 192299 6641152 28948922 PERPETUAL TRUSTS 3601896 F TRUST RECEIVABLE 781001 C OTHER 152889 C 4535786 DEPOSITS AND AGENCY FUNDS 102783 CONDITIONAL ASSET RETIREMENT OBLIGATION 223500 INTERFUND AR/AP 11000 337283 17404589 -184424 -125623 -310047 17714636 10970 4517890 4528860 22243496 16484874 7216 7216 16477658 10970 4525106 4536076 21013734 PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF 57 DONOR RESTRICTED FUNDS ESTABLISHED FOR SCHOLARSHIPS AND LIBRARY MAINTENANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -125,623. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 4,525,106. GOLF TOURNAMENT EXPENSES -7,216. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES 7,216. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 4,525,106. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY INCLUDES A STATEMENT REGARDING THEIR NONDISCRIMINATORY POLICY IN ALL PUBLICATIONS, HANDBOOKS AND CATALOGS. IT IS ALSO PUBLISHED ON THE UNIVERSITY'S WEBSITE. 0 EAST ASIA AND THE PACIFIC - 0 0 PROGRAM SERVICE MISSION TRIP 71821 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICE ATHLETICS 12004 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICE MISSION TRIP 13221 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICE MISSION TRIP 5311 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 PROGRAM SERVICE MISSION TRIP 914 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICE STUDENT SERVICES 25769 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICE MISSION TRIP 27200 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 PROGRAM SERVICE NURSING 45663 NORTH AMERICA 0 0 PROGRAM SERVICE MISSION TRIP 10128 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICE MISSION TRIP 1500 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE MISSION TRIP 327 0 0 0 0 0 0 201903 11955 213858 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 3 67310 POSTED TO STUDENT ACCOUNT FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 97178 POSTED TO STUDENT ACCOUNT FINANCIAL AID SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 4 52594 POSTED TO STUDENT ACCOUNT FINANCIAL AID SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 3 68260 POSTED TO STUDENT ACCOUNT 0 0 0 0 0 0 PART I, LINE 2: THE GRANTS REPORTED IN PART III ARE SCHOLARSHIPS TO STUDENTS. THE USE OF SCHOLARSHIPS IS CONTROLLED BY APPLYING SUCH AMOUNTS DIRECTLY AGAINST BALANCES OWED BY THE STUDENT FOR TUITION, FEES AND OTHER QUALIFYING EDUCATIONAL EXPENSES. GOLF TOURNAMENT 21390 11150 10240 1800 3800 530 1086 21390 11150 10240 1800 3800 530 1086 7216 3024 1 SCHOLARSHIPS AND FINANCIAL ASSISTANCE 720 4239764 FMV PART I, LINE 2: FINANCIAL AID IS AWARDED BASED ON NUMEROUS CRITERIA, SUCH AS ATHLETIC ABILITY, MUSICAL TALENT, SAT OR ACT SCORES, AND FINANCIAL NEED. X X 0 0 X 0 0 0 0 0 0 0 0 0 DR EMIR F CANER PRESIDENT 191597 0 0 0 19109 0 13602 0 28424 0 252732 0 0 0 PART I, LINE 1A AS A CONDITION OF THE PRESIDENT'S EMPLOYMENT, THE SCHOOL PROVIDES THE PRESIDENT WITH A RESIDENCE ON THE SCHOOL'S PREMISE, FOR THE SCHOOL'S CONVENIENCE. A DOWNTOWN DEVELOPMENT AUTHORITY OF CLEVELAND 521780214 2006-11-02 1625000 PURCHASE AND DEVELOPMENT OF REAL ESTATE AND STUDENT APARTMENT COMPLEX. 0 0 0 B DOWNTOWN DEVELOPMENT AUTHORITY OF CLEVELAND 521780214 2011-03-17 8500000 PURCHASE AND DEVELOPMENT OF REAL ESTATE AND STUDENT APARTMENT COMPLEX. 0 0 0 A 451230 1625000 1625000 2006 0 0 1 1 B 8426613 8426613 73387 8426613 2011 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 1 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND OPERATIONS AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE BOARD, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A THE TOP MANAGMENT'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE UNIVERSITY MAKES ITS FORM 990 AND FORM 990-T AVAILABLE ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -125,623. VALUATION ADJUSTMENT INTEREST RATE BOOK/TAX DIFFERENCES GEORGIA BAPTIST CONVENTION 6405 SUGARLOAF PARKWAY DULUTH GA 30097 580566245 CHURCH GA 501(C)(3) 170(B)(1) (A)(I) 0 GEORGIA BAPTIST FOUNDATION INC 6405 SUGARLOAF PARKWAY DULUTH GA 30097 586030046 TRUST AGENCY FOR ENDOWMENTS GA 501(C)(3) 170(B)(1) (A)(VI) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 GEORGIA BAPTIST CONVENTION C 991857 BOOK GEORGIA BAPTIST FOUNDATION M 10970 BOOK