2017-05-11T02:44:18-00:00 2016-06-30 PricewaterhouseCoopers LLP 600 Thirteenth Street Suite 1000 Washington DC 20005 990 2015-07-01 630312914 Samford University SAMF 2057262407 800 Lakeshore Drive Birmingham AL 352292293 Harry B Brock III VP for Business and Financial Affai 2017-05-09 true Travis L Patton 2024141000 2017-05-09 2015 2021-01-29 14:40:06Z T Andrew Westmoreland 800 Lakeshore Dr Birmingham AL 35229 284163636 false X Samford.edu X 1905 AL A university who nurtures persons in their development of intellect,creativity,faith,and personhoodfosters academic,career,and ethical compentency while encouraging social and civic responsibilty and service to others 43 36 2972 500 -119290 17183376 16538924 163516514 177759734 8394260 6579227 1193358 -866227 190287508 200011658 40373687 44774983 0 88467269 95674112 0 3850717 79141630 98881841 207982586 239330936 -17695078 -39319278 633671347 629166485 308832294 346742135 324839053 282424350 X The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibilty, and service to others. false false 75109446 144783511 Samford University, with its 121 Student to Faculty ratio in the 2015-2016 academic year, offered 30 degree programs in nearly 150 majors to students in ten academic schools. Students were enrolled from more than 47 states and 29 foreign countries. The tuition and fees derived from these students paid the salaries, wages and benefits of the Universitys faculty and staff. 44774983 44774983 Samford University awarded nearly 45 million in aid to nearly 4,900 students during the 2015-2016 aid year. 13217164 13285225 Samford University maintains a beautiful campus of academic and administrative buildings and student housing. 35900768 19686109 169002361 true true false false false false false true false true true true false false true false true false true true true true true false false false false false true true true false false false false false false true false true false true true false false true true false false false true 759 0 true 2972 true true true true UK false false false true true false false false false X 43 36 false false true false false false false true true false false true true true true true true true true false AL X T Andrew Westmoreland 2057262727 800 Lakeshore Drive Birmingham AL 352292293 Linda H Bachus Trustee 001.00 X 0 0 0 D Warren Bailey Trustee 001.00 X 0 0 0 David R Belcher Trustee 001.00 X 0 0 0 John E Bell Jr Trustee 001.00 X 0 0 0 Judge Karon O Bowdre Trustee 001.00 X 0 0 0 The Honorable Albert P Brewer Trustee 001.00 X 0 0 0 Victor M Brown Trustee 001.00 X 0 0 0 Dr Charles T Carter Trustee 001.00 X 30200 0 17593 Boyd E Christenberry Trustee 001.00 X 0 0 0 Andrew B Cundiff Trustee 001.00 X 0 0 0 S Earl Dove Trustee 001.00 X 0 0 0 Micheal P Dunn Trustee 001.00 X 0 0 0 Dr Gary Fenton Trustee 001.00 X 1000 0 0 Dr Joseph C Godfrey Trustee 001.00 X 0 0 0 H Hobart Grooms Jr Trustee 001.00 X 0 0 0 Dr Gerald C Hallmark Trustee 001.00 X 0 0 0 Pete M Hanna Trustee 001.00 X 0 0 0 Elmer B Harris Trustee 001.00 X 0 0 0 Robert Holmes Jr Trustee 001.00 X 0 0 0 C Thomas Houser Trustee 001.00 X 0 0 0 J Theodore Jackson Jr Trustee 001.00 X 0 0 0 James Robert Jackson Trustee 001.00 X 0 0 0 Don Kilgore Trustee 001.00 X 0 0 0 Rev John E King Jr Trustee 001.00 X 0 0 0 Thomas T Lamberth Trustee 001.00 X 0 0 0 Charles W Lancaster Trustee 001.00 X 0 0 0 Sheri P McKean Trustee 001.00 X 0 0 0 Jerry Newby Trustee 001.00 X 0 0 0 Victor E Nichol Jr Trustee 001.00 X 0 0 0 Gary Ray Pearman Trustee 001.00 X 0 0 0 Alan Register Trustee 001.00 X 0 0 0 Mazen M Sahawneh OD Trustee 001.00 X 0 0 0 Mary Shaw Trustee 001.00 X 0 0 0 Albert L Shumaker Trustee 001.00 X 0 0 0 Zeke W Smith Trustee 001.00 X 0 0 0 Roderic G Steakley Trustee 001.00 X 0 0 0 William J Stevens Trustee 001.00 X 0 0 0 James C Stivender Trustee 001.00 X 0 0 0 Beth Thorne Stukes Trustee 001.00 X 0 0 0 Timothy Vines Trustee 001.00 X 0 0 0 Ronald L Watkins Trustee 001.00 X 0 0 0 Rhonda C Witcher Trustee 001.00 X 0 0 0 Jay L Wolf Trustee 001.00 X 0 0 0 Theron Andrew Westmoreland President 040.00 X 353158 0 133505 Harry B Brock III formerly VP Finan Executive Vice President 040.00 X 252930 0 81044 John Bradley Creed resigned 63015 Provost and Executive Vice President 040.00 X 133583 0 68465 James Michael Hardin Provost and Vice President 040.00 X 147061 0 9262 Elizabeth Holloway Vice President for Marketing and Communication 040.00 X 200871 0 78746 Roger Philip Kimrey Vice President for Student Affairs and Enrollment Management 040.00 X 227365 0 98328 William R Pittman Vice President for University Advancement 040.00 X 266529 0 70503 Nena Sanders Vice Provost, College of Health Sciences 040.00 X 257829 0 135091 Michael Crouch Dean, McWhorter School of Pharmacy 040.00 X 240677 0 26630 Henry Strickland Dean, Cumberland School of Law 040.00 X 240602 0 119236 James Howard Finch Dean, Brock School of Business 040.00 X 217650 0 51881 Charles Martin Newton Director of Athletics 040.00 X 227805 0 52608 Patrick Sullivan Former Head Coach, Football Assistant to President 040.00 X 284224 0 64925 Christopher Hatcher Head Coach, Football 040.00 X 209970 0 16974 Howard Walthall Professor, Cumerberland School of Law 040.00 X 226474 0 144062 John Carroll Former Dean, Cumberland School of Law 040.00 X 201278 0 91368 3719206 1260221 138 true true false Hoar Construction PO Box 660400 Birmingham AL 35266 Construction Contrator 11320008 Sodexo Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Dining Service 5359693 Rite Way Service Inc PO Box 11407 Birmingham AL 35246 Cleaning Service 2212752 Fidelity PO Box 73307 Chicago IL 60673 Benefit Plan Provider 1469677 CSI Leasing Inc First Bank of Highland Park Highland Park IL 60035 Leasing Company 1308953 79 16538924 1574222 16538924 Tuition Fees 900099 144783511 144783511 Dormitory Utilities Fees 721310 13285225 13285225 Food Services Vending 722210 8992436 8992436 Bookstore Sales 451211 2565908 2565908 Educational Workshops/Programs 611710 1915174 1915174 6217480 6212591 4889 177759734 5711739 -209186 5920925 3246960 3161953 85007 85007 85007 81857513 80990025 867488 867488 -951234 200011658 177754845 -119290 5920925 0 42706976 42706976 2068007 2068007 0 3653013 2613830 592503 446680 0 68446527 53988279 12629797 1828451 11682391 9171320 2142428 368643 7059352 5541980 1294611 222761 4832829 3794037 886290 152502 0 122768 200 122568 241450 241450 0 0 6566391 4527089 1895381 143921 1288254 902719 310732 74803 7023184 5734517 919973 368694 3866170 750315 3109401 6454 0 13217164 13217164 6085910 5579696 324723 181491 0 0 5136173 5136173 0 12097612 12097612 1299591 1299591 Service and service auxiliary 7108887 63534 7045353 Dues, subscriptions, and memberships 1395160 1108913 229930 56317 Miscellaneous expense 586959 586959 Pension liability adjustment 32846168 32846168 0 239330936 169002361 66477858 3850717 41920622 35344810 29991124 21695958 2704092 1634223 4290000 444257 428182 1825627 2316710 508781039 228850520 265921786 279930519 209195048 202241452 69759322 68511115 11909469 12773516 633671347 629166485 82705561 117560563 7085175 7148822 170026914 173033721 49014644 48999029 308832294 346742135 X 98482858 53671688 82219131 81182532 144137064 147570130 324839053 282424350 633671347 629166485 -39319278 -3010418 -85007 X false true X true true true X 17796247 30686655 21182948 17183376 16538924 103388150 17796247 30686655 21182948 17183376 16538924 103388150 103388150 2138488 2973247 2105130 2508891 5711739 15437495 31706 136688 88510 256904 594946 13641104 14236050 133318599 177754845 0.77550 0.68730 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 712599 X X false false 319249582 3082445 613866 6256209 316689684 323843012 3573490 3359330 11526250 319249582 294872360 6275388 35433328 12738064 323843012 289110511 4674961 22844019 21757131 294872360 296430729 5198732 98149 12617099 289110511 0.45000 0.43000 0.12000 false false 30613631 30613631 341971999 143317301 198654698 38470160 24636742 13833418 97725249 60896477 36828772 279930519 Financial derivatives and other financial products Closely-held equity interests Limited Partnership Interest 48466652 F Life insurance contracts 35162 F Real Estate 19973019 F Other 36282 F 68511115 Federal income taxes Other liabilities 4436080 Deposits held on behalf of others 7406360 Annuities payable 7317174 Notes payable of consolidated subsidiaries 29839415 48999029 196916233 -3010418 -3010418 199926651 85007 85007 200011658 239330936 239330936 239330936 III 4 The Universitys collections of art are used to enhance the beauty of its Colonial-style buildings, as well as, to maintain these works for the enjoyment of future generations. V 4 The University will use the endowment funds according to donor restrictions for scholarships, fellowships, research, etc., as well as, for purposes designated by the Board for quasi and unrestricted endowments. XI 4b This amount represents unrelated business taxable income from disregarded entities that was not included on the Universitys audited financial statements. true true true true true true true false false false false false false false false true false true 6a The University receives federal financial aid for its students and grant revenue for research. true Europe Including Iceland and Greenland 1 2 Program Services Educational Classes 3503218 Central America and the Caribbean Program Services Educational Classes 208364 South America Program Services Educational Classes 83212 Middle East and North Africa Program Services Educational Classes 164752 Europe Including Iceland and Greenland Investment 28094742 Europe Including Iceland and Greenland 1 Artwork 6261 1 3 1 3 32060549 32060549 Europe Including Iceland and Greenland Program costs 17849 Bank Transfer Europe Including Iceland and Greenland Program costs 9806 Bank Transfer Europe Including Iceland and Greenland Program costs 7264 Bank Transfer Europe Including Iceland and Greenland Program costs 7846 Bank Transfer Europe Including Iceland and Greenland Program costs 7400 Bank Transfer Europe Including Iceland and Greenland Program costs 10412 Bank Transfer Europe Including Iceland and Greenland Program costs 18915 Bank Transfer Europe Including Iceland and Greenland Program costs 21851 Credit Card Europe Including Iceland and Greenland Program costs 5009 Bank Transfer Europe Including Iceland and Greenland Program costs 20043 Bank Transfer Europe Including Iceland and Greenland Program costs 5689 Bank Transfer Europe Including Iceland and Greenland Program costs 13592 Bank Transfer Europe Including Iceland and Greenland Program costs 10923 Bank Transfer Europe Including Iceland and Greenland Program costs 7500 Bank Transfer Europe Including Iceland and Greenland Program costs 143452 Bank Transfer Europe Including Iceland and Greenland Program costs 21493 Bank Transfer Europe Including Iceland and Greenland Program costs 102662 Bank Transfer Europe Including Iceland and Greenland Program costs 6711 Bank Transfer Europe Including Iceland and Greenland Program costs 20114 Bank Transfer Europe Including Iceland and Greenland Program costs 75485 Bank Transfer Europe Including Iceland and Greenland Program costs 5703 Bank Transfer Europe Including Iceland and Greenland Program costs 6966 Bank Transfer Europe Including Iceland and Greenland Program costs 5528 Bank Transfer Europe Including Iceland and Greenland Program costs 6261 Bank Transfer Central America and the Caribbean Program costs 33650 Bank Transfer Central America and the Caribbean Program costs 38300 Bank Transfer Central America and the Caribbean Program costs 8225 Bank Transfer Middle East and North Africa Program costs 41827 Bank Transfer Middle East and North Africa Program costs 73775 Bank Transfer 29 Scholarships Europe Including Iceland and Greenland 163 2017753 student account Scholarships Central America and the Caribbean 3 9953 student account Scholarships South America 2 10159 student account Scholarships Middle East and North Africa 4 30152 student account true false true true true false Part I Line 4 Funds are credited to the students accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions who work closely together to ensure proper usage of grant funds. true Scholarships 4891 42706976 Part I Line 2 Funds are credited to the students accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions, who work closely together to ensure proper usage of grant funds. X X X X true true X X X X false false false false false false false false true true Theron Andrew Westmoreland President 343958 9199 63438 70067 486662 Harry B Brock III formerly VP Finan Executive Vice President 248574 4356 63935 17109 333974 John Bradley Creed resigned 63015 Provost and Executive Vice President 132164 1419 41327 27138 202048 James Michael Hardin Provost and Vice President 145642 1419 9262 156323 Elizabeth Holloway Vice President for Marketing and Communication 200145 726 70039 8707 279617 Roger Philip Kimrey Vice President for Student Affairs and Enrollment Management 224107 3258 80727 17601 325693 William R Pittman Vice President for University Advancement 260344 6185 54791 15712 337032 Nena Sanders Vice Provost, College of Health Sciences 253639 4190 116095 18996 392920 Michael Crouch Dean, McWhorter School of Pharmacy 239750 927 7913 18718 267308 Henry Strickland Dean, Cumberland School of Law 237790 2812 103480 15756 359838 James Howard Finch Dean, Brock School of Business 215284 2367 34647 17234 269532 Charles Martin Newton Director of Athletics 184138 21500 22167 38547 14061 280413 Patrick Sullivan Former Head Coach, Football Assistant to President 277205 7019 50840 14085 349149 Christopher Hatcher Head Coach, Football 202824 7146 16974 226944 Howard Walthall Professor, Cumerberland School of Law 219899 6576 141835 2227 370537 John Carroll Former Dean, Cumberland School of Law 194653 6625 77660 13708 292646 Part I Line 1a The First Lady of the University often travels with the President for University business. She serves as executive director of the Samfords Legacy League, an Auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. Part I Line 1a The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in their home. Part I Line 1a The University provides social club dues and fees to five of its officers and key employees. The officers and key employees use the clubs to host University events, and their personal use is de minimus. Part I Line 1a Housekeeping services at the Presidents home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the Presidents home and the fact that all areas, including personal quarters, are open and available for viewing during these events. Part I Line 8 One individual received a performance-based bonus during the year. Amounts paid were set in the agreement signed by both parties within their initial contract or a renewal. A The Educational Building Authority of the City of Homewood 521442481 437887EU2 2007-02-26 25241000 Construction and renovation of capital projects false false false B The Educational Building Authority of the City of Homewood 521442481 2009-09-24 25000000 Current refunding of Series 2008-B bonds false false false C The Educational Building Authority of the City of Homewood 521442481 2012-07-16 25000000 Construction of capital projects false false false D The Educational Building Authority of the City of Homewood 521442481 437887FW7 2013-07-29 78551420 Current refunding of Series 2001, 2008-A and 2010-A bonds. false false false A 25241000 264750 352000 24624250 2007 false false true true B 25000000 25000000 true false true true C 22350000 22350000 2013 false false true true D 78551420 708435 425324 77417661 true true true A false false false false false false true B false false false false false false true C false false false false false false true D false true false false 0.00010 0.00010 false false true A false false true false false false false false true B false false true false true false false false true C false false true false true false false false true D false false true false false false false false true A true B true C true D true Part V Samford University has written procedures to ensure tax compliance with federal tax requirements however, the procedures do not mandate that Samford enter into the voluntary closing agreement program. Part II Line 3, Bond Issue C The University only performed drawdowns totaling 22,350,000 of the total 25,000,000 issue price. The University will not draw down the additional funds. A The Educational Building Authority of the City of Homewood 521442481 2014-12-22 31000000 Construction and renovation of capital projects false false false A 31000000 49500 30950500 2015 false false true true A false false false false false true A false false true false true false false false true A true Part V Samford University has written procedures to ensure tax compliance with federal tax requirements however, the procedures do not mandate that Samford enter into the voluntary closing agreement program. Various 38633 Merit-based scholarships Various 27520 Tuition discount Kimberly Davey Family Member of Key Employee 77093 See Part V false Lynda Jentsch Family Member of Board Member 84066 See Part V false Riley Westmoreland Family Member of President 33833 See Part V false Part IV Line 1 Compensation paid to Kimberly Davey who is a family member of Key Employee Nena Sanders. Part IV Line 2 Compensation paid to Lynda Jentsch who is a family member of Board Member H. Hobart Grooms, Jr. Part IV Line 3 Compensation paid to Riley Westmoreland who is a family member of President T. Andrew Westmoreland. X 7 3425 Cost of donated property X 1242 Cost of donated property X 11680 Cost of donated property X 1 1500 Cost of donated property X 22 1322833 Average price on day of gift X 8 67245 Cost of donated property X 17 3374 Cost of donated property X 4 1700 Cost of donated property X See Part II 97 161223 Resale Value false true true Part I Line 25-28 14,118 Vendor Payment-Sporting Events 24 contributions 112,824 Vendor Payment-Audio/Visual Equipment 3 contributions 6,050 Vendor Payment-Computer Equipment 2 contributions 12,570 Vendor Payment-Travel Vouchers 17 Contributions 4,876 Vendor Payments-Gift Certificates 34 Contributions 1,500 Vendor Payment-Auto Supplies 3 contributions 2,000 Vendor Payment-Alumni Receptions 1 contribution 6,885 Vendor Payments-Receptions 12 Contributions 400 Vendor Payment-Apartment 1 Contribution Part I Line 32a The University used Northern Trust to sell stock gifts upon receipt. Form 990, Part III, Line 4d Program Service Expenses 35,900,768, Grants and allocations 0, Revenue 19,686,109 Additional program service revenue is derived from food services and vending, bookstore sales, educational workshops/programs, pension liability adjustments and other types of program service revenue. Additional program service expense is created from legal fees, other professional fees, advertising and promotion, office expenses, information technology, travel, interest, depreciation, service and service auxiliary expenses, dues, subscriptions, and memberships, pension liability adjustments and other types of program service expense. Form 990, Part VI, Section A, Line 4 Minor changes to the universitys bylaws were adopted in December 2015. These changes updated certain officer titles, added clarifying language, and updated otherwise outdated or ambiguous language to conform to current practices. None of the updates materially change the composition of the existing bylaws. Form 990, Part VI, Section B, Line 11 The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. Form 990, Part VI, Section B, Line 15 Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities CCCU and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. Form 990, Part VI, Section C, Line 19 The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. SPCAMPUS I LLC 800 Lakeshore Dr Birmingham AL 35229 473344667 Rental Real Estate AL 3026210 21953996 Samford University SPCAMPUS II LLC 800 Lakeshore Dr Birmingham AL 35229 473367549 Rental Real Estate AL 1146735 11662770 Samford University SPCAMPUS III LLC 800 Lakeshore Dr Birmingham AL 35229 473334076 Real Estate Investment AL 2271957 28694370 Samford University Samford Properties East LLC 800 Lakeshore Dr Birmingham AL 35229 473374730 Land held for use AL 3130000 Samford University Samford University Foundation 800 Lakeshore Dr Birmingham AL 35229 631016371 Educational Research AL 501c3 Line 9 NA false false false false false false false false false false false false false false true true false false false false