2017-05-15T17:11:47-07:00 2016-06-30 990 2015-07-01 620475697 The University of the South UNIV 9315981349 735 University Ave Sewanee TN 373831000 Douglass Williams Treasurer 9315981349 2017-05-15 2015 2021-01-29 14:40:06Z John McCardell 735 University Ave Sewanee TN 373831000 410909841 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 144 139 2096 1300 4313 34244 16949196 28293972 96048245 103354894 15351207 -7975080 1763088 3264 130111736 123677050 26630189 26936054 0 0 56170690 59868588 0 0 5445179 38786461 43400345 121587340 130204987 8524396 -6527937 664065623 656266959 102011567 101173352 562054056 555093607 The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcoal Church in ordained and lay vocations. 0 0 69862703 20945137 73050840 INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH. 13709016 2198579 STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY. 17064972 27095660 HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST. 6167877 103190 83763 OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION. 6167877 103190 83763 106804568 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 38 0 1 2096 1 1 1 1 SP 0 0 0 0 0 0 0 0 X 144 139 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 X Doug Williams 9315981349 735 University Ave Sewanee TN 373831000 John McKee Sloan Board Member 2 X 0 0 0 Santosh Marray Board Member 2 X 0 0 0 Lucius Anderson Board Member 2 X 0 0 0 James Bradford Board Member 2 X 0 0 0 Polly Robb Board Member 2 X 0 0 0 Larry R Benfield Board Member 2 X 0 0 0 Jim McDonald Board Member 2 X 0 0 0 Billy Richard Cato Board Member 2 X 0 0 0 Terry Jefferson Board Member 2 X 0 0 0 Robert C Wright Board Member 2 X 0 0 0 Sharon Hiers Board Member 2 X 0 0 0 George Williamson Board Member 2 X 0 0 0 Sage Hoare Board Member 2 X 0 0 0 Gregory O Brewer Board Member 2 X 0 0 0 James Dorn Board Member 2 X 0 0 0 Parker Bauer Board Member 2 X 0 0 0 Frank B Gummey III Board Member 2 X 0 0 0 James Russell Kendrick Board Member 2 X 0 0 0 John H Riggin Board Member 2 X 0 0 0 Amy Hamilton Board Member 2 X 0 0 0 Eric Stevenson Board Member 2 X 0 0 0 George R Sumner Jr Board Member 2 X 0 0 0 Paul E Lambert Board Member 2 X 0 0 0 Michael Hoffman Board Member 2 X 0 0 0 Orrin Harrison III Board Member 2 X 0 0 0 Gilda Hurst Board Member 2 X 0 0 0 Robert Skirving Board Member 2 X 0 0 0 Robert Alves Board Member 2 X 0 0 0 John O Haroldson Board Member 2 X 0 0 0 J Thomas Sutton Board Member 2 X 0 0 0 George D Young III Board Member 2 X 0 0 0 Robert Leopold Board Member 2 X 0 0 0 Chris Cone Board Member 2 X 0 0 0 Lee Phillips Board Member 2 X 0 0 0 Charles G vonRosenberg Board Member 2 X 0 0 0 Canon Michael Wright Board Member 2 X 0 0 0 Ann Stirling Board Member 2 X 0 0 0 Jane Hart Lewis Board Member 2 X 0 0 0 Samuel Johnson Howard Board Member 2 X 0 0 0 Malcolm Jopling Board Member 2 X 0 0 0 Pamela Jordan Anderson Board Member 2 X 0 0 0 Blucher B Lines Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Andrew Wright Board Member 2 X 0 0 0 Sherri Glaser Board Member 2 X 0 0 0 Cynthia Hill Board Member 2 X 0 0 0 Scott A Benhase Board Member 2 X 0 0 0 Ted Clarkson Board Member 2 X 0 0 0 William R Bruce Board Member 2 X 0 0 0 Deborah Thomas Board Member 2 X 0 0 0 Terry Allen White Board Member 2 X 0 0 0 Anne Vouga Board Member 2 X 0 0 0 Brian Clardy Board Member 2 X 0 0 0 Leslie Newman Board Member 2 X 0 0 0 Douglas Hahn Board Member 2 X 0 0 0 Michael Carlisle Board Member 2 X 0 0 0 Addison Hosea Board Member 2 X 0 0 0 Buckner Hinkle Board Member 2 X 0 0 0 Morris K Thompson Jr Board Member 2 X 0 0 0 Ralph Howe Jr Board Member 2 X 0 0 0 Drew Broach Board Member 2 X 0 0 0 Ed Harold Board Member 2 X 0 0 0 Brian R Seage Board Member 2 X 0 0 0 David Elliott III Board Member 2 X 0 0 0 Scott Davis Board Member 2 X 0 0 0 Whitney Robinson Board Member 2 X 0 0 0 George Wayne Smith Board Member 2 X 0 0 0 Doris Westfall Board Member 2 X 0 0 0 Jack Lauless Board Member 2 X 0 0 0 Chris Sturgeon Board Member 2 X 0 0 0 Anne Hodges-Copple Board Member 2 X 0 0 0 Suzanne Cate Board Member 2 X 0 0 0 Edward Dudley Colhoun IV Board Member 2 X 0 0 0 Jane Whitt Sellers Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Dr Robert F Pace Board Member 2 X 0 0 0 Don Griffis Board Member 2 X 0 0 0 John Hill Board Member 2 X 0 0 0 Peter Eaton Board Member 2 X 0 0 0 Alberto Cutie Board Member 2 X 0 0 0 Alyson Crouch Hardin Board Member 2 X 0 0 0 Robert Holloway Moore Board Member 2 X 0 0 0 Dabney T Smith Board Member 2 X 0 0 0 Nathan Speck-Ewer Board Member 2 X 0 0 0 Karen O Patterson Board Member 2 X 0 0 0 Gregory A Hearing Board Member 2 X 0 0 0 John C Bauerschmidt Board Member 2 X 0 0 0 Canon Gene Manning Board Member 2 X 0 0 0 H E Miller Jr Board Member 2 X 0 0 0 W A Stringer Board Member 2 X 0 0 0 C Andrew Doyle Board Member 2 X 0 0 0 Dena Harrison Board Member 2 X 0 0 0 Jeff W Fisher Board Member 2 X 0 0 0 William C Treadwell Board Member 2 X 0 0 0 Sandra Pratt Wilkens Board Member 2 X 0 0 0 Seth Hinkley Board Member 2 X 0 0 0 Andrew Waldo Board Member 2 X 0 0 0 Robert L Brown Board Member 2 X 0 0 0 William Porcher DuBose III Board Member 2 X 0 0 0 Mildred Lee Tanner Board Member 2 X 0 0 0 Don E Johnson Board Member 2 X 0 0 0 Joe Porter Board Member 2 X 0 0 0 Bill Nichol Board Member 2 X 0 0 0 Sally Cassady Lyon Board Member 2 X 0 0 0 Gary R Lillibridge Board Member 2 X 0 0 0 David Mitchell Reed Board Member 2 X 0 0 0 Ben Nelson Board Member 2 X 0 0 0 Dianne Pape Board Member 2 X 0 0 0 William Campbell Board Member 2 X 0 0 0 Jacob W Owensby Board Member 2 X 0 0 0 Paul D Martin Board Member 2 X 0 0 0 Andrea Marie Petrosh Board Member 2 X 0 0 0 Philip C Earhart Board Member 2 X 0 0 0 G Porter Taylor Board Member 2 X 0 0 0 Lawrence Britt Board Member 2 X 0 0 0 Kemper Williams Brown Board Member 2 X 0 0 0 Bill Stiefel Jr Board Member 2 X 0 0 0 Michael Farr Board Member 2 X 0 0 0 David Juge Board Member 2 X 0 0 0 Mark Lawrence Board Member 2 X 0 0 0 G Mark Phillips Board Member 2 X 0 0 0 Nancy Pile-Laney Board Member 2 X 0 0 0 William W Summerour Board Member 2 X 0 0 0 Howard Glen Castleberry Board Member 2 X 0 0 0 Julie Elizabeth Curd Board Member 2 X 0 0 0 Reid Funston Board Member 2 X 0 0 0 Michael Payne Board Member 2 X 0 0 0 Anna Spencer Board Member 2 X 0 0 0 Ann Patterson Willett Board Member 2 X 0 0 0 James P Wilson III Board Member 2 X 0 0 0 Rick Ball Board Member 2 X 0 0 0 Joshua Bowron Board Member 2 X 0 0 0 Suzanne Dansby Board Member 2 X 0 0 0 M Jane Eaves Board Member 2 X 0 0 0 Everett Puri Board Member 2 X 0 0 0 Samuel Johnson Howard Board Member 2 X 0 0 0 Sylar Holmes Board Member 40 X 0 0 0 Anne Gray Thornburg Board Member 40 X 0 0 0 Nickie Peardon Board Member 40 X 0 0 0 Aelred Dean Board Member 40 X 0 0 0 Rob MacSwain Board Member 40 X 58974 0 17597 Virginia Craighill Board Member 40 X 59468 0 24463 Chris McDonough Board Member 40 X 96625 0 44409 John M McCardell Jr Vice-Chancellor/President 40 X 729814 0 24452 John Swallow Provost 40 X 253557 0 19905 Terry Papillon Dean of the College 40 X 186902 0 1531 Jay Fisher VP of Advancement 40 X 175869 0 7481 Donna Pierce Legal Counsel 40 X 173840 0 26031 Earl Williams Treasurer 40 X 172228 0 14025 Lee Ann Backlund Dean of Admission 40 X 166900 0 7705 Neil Alexander Dean of School of Theology 40 X 153386 0 1504 Francis Gladu VP of Administration 40 X 170326 0 24415 Eugene Prunty Professor/Conference Dir 40 X 187566 0 26122 Frederick Croom Professor 40 X 163015 0 1401 Yasmeen Mohiuddin Professor 40 X 162951 0 25905 Joel Cunningham Professor 40 X 160401 0 4966 John Reishman Professor 40 X 157679 0 13291 3229501 0 285203 61 0 1 0 Blue Oak Projects PO Box 890 Winchester TN 37398 Construction 1721203 Ruffalo Noel Levitz PO Box 718 Des Moines IA 50303 Research Data Analytics 251628 Edgehill Endowment Partners 205 Whitney Avenue Suite 201 New Haven CT 06511 Endowment Management 1015379 Wier Boerner Allin Architecture 2727 Old Canton Road Suite 200 Jackson MS 39216 Architecture Design 494890 Natural Bridge Events PO Box 852 Sewanee TN 37375 Catering 272311 16 0 0 0 0 465197 27828775 0 28293972 Tuition and Fees 611310 70820795 70820795 0 0 Auxillary Sales and Services 611310 27197691 27197691 0 0 Education Sales and Services 611310 3395791 3395791 0 0 1940617 1940617 0 0 103354894 19332681 0 4313 19328368 8469 0 0 8469 3264 0 0 3264 0 0 259916561 0 287232791 0 -27316230 0 -27316230 -27316230 0 0 0 0 123677050 76038664 4313 19340101 0 0 26936054 26936054 0 0 0 0 3749682 1610373 1879800 259509 0 0 0 0 39681003 31499680 5745510 2435813 6017163 -1473 6018636 0 7600119 10980890 -4308794 928023 2820621 0 2820621 0 0 0 0 0 55476 34136 21340 0 96017 0 96017 0 0 0 0 0 0 0 3445793 3445793 0 0 9633747 7880772 1209908 543067 2451456 1787568 504876 159012 1633342 1565855 -46068 113555 1081330 239523 835356 6451 37735 37735 0 0 1277201 1059398 114661 103142 2061196 1814663 126444 120089 0 0 0 0 804625 615726 100437 88462 2685283 2685283 0 0 0 0 0 0 6002898 5274167 728731 0 663339 68693 589571 5075 Food 2560946 1865527 336513 358906 Equipment Rental/Maintenance 3058545 2859019 174949 24577 Utilities 784597 643222 110553 30822 Renewals and Replacement 1740609 834866 893671 12072 3326210 3067098 2508 256604 130204987 106804568 17955240 5445179 5834083 3381484 60482607 272788326 27356181 23706817 846697 2388460 40500 26000 2710568 2601898 375389 467275 968356 806127 290025496 91163911 183832850 198861585 374077943 146521405 7540449 4717582 664065623 656266959 9723270 15083680 1928745 1046591 83164446 78131984 7195106 6911097 102011567 101173352 X 219638346 219551463 192555801 178462872 149859909 157079272 562054056 555093607 664065623 656266959 -6527937 -432512 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208 0 0 0 1 1 450 10500 1 0 0 X X X 0 377821984 7400502 -7943606 8972559 10533002 0 357773319 374301967 10710941 9749367 7806830 9133461 0 377821984 336524119 5039090 47073055 6142028 8192269 0 374301967 318951183 8617720 22614726 5853531 7805979 0 336524119 318709539 10044584 3315401 5533669 7584672 0 318951183 0.22 0.41 0.37 1 0 0 18746508 18746508 196779 196662155 55762550 141096384 0 0 0 0 0 45037315 35401361 9635954 0 29382739 0 29382739 198861585 0 F 0 F Equities 115447807 F Bonds 7625946 F Cash Value of Insurance 1444925 F Assets Held By Trustee 22002727 F 146521405 0 Refundable Advances 2431717 Post Retirement Benefit Obligation 4479380 6911097 X 123528952 -432512 0 0 -27464328 -27896840 151425792 0 -27748742 -27748742 123677050 130489401 0 0 0 27748742 27748742 102740659 0 27464328 27464328 130204987 Schedule D, Part II, Line 5 THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET. Schedule D, Part II, Line 9 CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES. Schedule D, Part III, Line 1 THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT. Schedule D, Part III, Line 4 THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. Schedule D, Part X, Line 2 THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. Schedule D, Part XI, Line 2d Scholarships - Contra Revenue $27,464,328. Schedule D, Part XI, Line 4b Net Loss from Investments: $27,316,230 and Change in value from split-interest agreements $432,512. Schedule D, Part XII, Line 2d Net Loss from Investments: $27,316,230 and Change in value from split-interest agreements $432,512. Schedule D, Part XII, Line 4b Scholarships - Contra Revenue $27,464,328. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGS. Schedule E, Part I, Line 6 FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE. 1 Central America and the Caribbean 0 0 Investments 20261611 Central America and the Caribbean 0 2 Program Services Study abroad program. 73000 South Asia 0 1 Program Services Study Abroad 54900 East Asia and the Pacific 0 3 Program Services Study Abroad 44200 Europe (including Iceland and Greenland) 1 9 Program Services Study Abroad 527926 Middle East and North Africa 0 1 Program Services Study Abroad 12500 1 16 20974137 Scholarship Central America and the Caribbean 7 1 Credit Student's Accounts Receivable 0 Scholarship South Asia 4 1 Credit to Students' Accounts Receivable 0 Scholarship East Asia and the Pacific 5 1 Credit Students' Accounts Receivable 0 Scholarship Europe (including Iceland and Greenland) 11 1 Credit Students' Accounts Receivable 0 1 0 0 0 0 0 Schedule F, Part I, Line 2 SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. 1 Scholarships to students enrolled at the University of the South. 1491 26936054 0 Schedule I, Part I, Line 2 MERIT BASED SCHOLARSHIPS AND NEED BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT OR SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS. X X 1 1 X 0 0 0 0 0 0 0 0 0 John M McCardell Jr Vice-Chancellor/President 711052 0 0 0 18762 0 39750 0 64591 0 834155 0 0 0 John Swallow Provost 253467 0 0 0 90 0 23750 0 36043 0 313350 0 0 0 Terry Papillon Dean of the College 186644 0 0 0 258 0 19450 0 10879 0 217231 0 0 0 Jay Fisher VP of Advancement 175611 0 0 0 258 0 18650 0 64990 0 259509 0 0 0 Donna Pierce Legal Counsel 173444 0 0 0 396 0 17850 0 31592 0 223282 0 0 0 Earl Williams Treasurer 171970 0 0 0 258 0 17750 0 18265 0 208243 0 0 0 Lee Ann Backlund Dean of Admission 166642 0 0 0 258 0 17440 0 15908 0 200248 0 0 0 Neil Alexander Dean of School of Theology 152594 0 0 0 792 0 34200 0 5744 0 193330 0 0 0 Francis Gladu VP of Administration 169930 0 0 0 396 0 17600 0 32618 0 220544 0 0 0 Eugene Prunty Professor/Conference Dir 186910 0 0 0 655 0 29054 0 34309 0 250928 0 0 0 Frederick Croom Professor 162113 0 0 0 902 0 26049 0 32771 0 221835 0 0 0 Yasmeen Mohiuddin Professor 162653 0 0 0 297 0 16234 0 34036 0 213220 0 0 0 Joel Cunningham Professor 159561 0 0 0 840 0 25220 0 13131 0 198752 0 0 0 John Reishman Professor 157296 0 0 0 383 0 23929 0 13447 0 195055 0 0 0 Schedule J, Part I, Line 1a THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCATED TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D). A Franklin Co Health and Education Facilities Board 521282324 353325DG5 2012-11-08 41051769 Dorm Renovation and New Dorm Construction 0 0 0 B Franklin Co Health and Education Facilities Board 521282324 353325DH3 2014-09-01 27321337 Redemption of Prior Bonds and Deferred Maintenance 0 0 0 C Franklin Co Health and Education Facilities Board 521282324 353325ED1 2015-04-01 7031896 Dormitory Constuctions 0 0 0 A 1140000 0 41051769 0 0 14011274 298972 0 0 38112311 2939458 0 2016 1 1 0 1 B 945000 0 27321337 0 0 0 128250 0 0 12997293 12956842 1242181 2016 1 1 0 1 C 0 0 7031896 0 0 0 91535 0 0 6945476 0 101 2016 1 1 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 Schedule K, Part IV, Line 2c-11/08/2012 41,051,769 Franklin Co Health and Education Facilities Board Bonds are to be spent within 18 months of issue. Schedule K, Part IV, Line 2c-09/01/2014 27,321,337 Franklin Co Health and Education Facilities Board Bonds are to be spent within 18 months of issue. Schedule K, Part IV, Line 2c-04/01/2015 7,031,896 Franklin Co Health and Education Facilities Board Bonds are to be spent within 18 months of issue. Paul Wiley Officer College X 48000 12000 0 1 1 Paul Wiley Officer Tuition X 35000 14000 0 1 1 26000 Various Board and Others 76682 Merit Based Room, Board, Tuition Assistance Various Board and Other Interested Parties 73322 Need Based Room, Board, Tuition Assistance X 45 4577665 QUOTED PRICE X 1 997489 TRUST X 1 152500 REAL ESTATE 0 0 1 0 Schedule M, Part I, Line 33 Revenues are not recognized for non-cash contributions (gifts-in-kind) when the related asset is not recognized on the balance sheet. Form 990, Part VI, Section A, Line 7a The dioceses elect or appoint lay trustees. Form 990, Part VI, Section A, Line 7b The BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, Line 11b THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION. Form 990, Part VI, Section B, Line 12c IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS. Form 990, Part VI, Section B, Line 15 THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES THE UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS. Extension filed and approved for May 16, 2017.