RHODES COLLEGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RHODES COLLEGE (EIN 62-0476301)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-19
- IRS object ID
- 201741099349300624
- Schema version
- 2015v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-19T11:33:14-00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rhodes College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 9018433760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 North Parkway | AddressLine1Txt |
| City | Memphis | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381121690 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle Webb | PersonNm |
| Person Title | VP for Finance Business Affairs | PersonTitleTxt |
| Phone | 9018433760 | PhoneNum |
| Signature | 2017-04-19 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rhodes College | PreparerPersonNm |
| Preparation | 2017-04-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William E Troutt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 North Parkway | AddressLine1Txt |
| City | Memphis | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381121690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,551,772 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rhodes.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Rhodes is a national, four-year, private, coeducational, residential college committed to the LIberal Arts and Sciences. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1842 | TotalEmployeeCnt |
| Total Volunteers | 527 | TotalVolunteersCnt |
| Total Gross UBI | $131,540 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,369,188 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,988,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $102,082,677 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,457,869 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,647,466 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,011,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,060,068 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,906,559 | CYOtherRevenueAmt |
| PY Total Revenue | $140,159,399 | PYTotalRevenueAmt |
| CY Total Revenue | $109,551,772 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,792,846 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,828,649 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,176,705 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,536,515 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,724,814 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,948,414 | PYOtherExpensesAmt |
| CY Other Expenses | $35,438,269 | CYOtherExpensesAmt |
| PY Total Expenses | $122,917,965 | PYTotalExpensesAmt |
| CY Total Expenses | $128,803,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,241,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,251,661 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $590,621,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $570,582,408 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,763,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,280,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $482,857,617 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $463,301,449 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Rhodes College, a College of Liberal Arts, aspires to graduate students with a life-long passion for learning, compassion for others, and the ability to translate academic study and personal concern into effective leadership and action in their communities and the world. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $33,205,003 | ExpenseAmt |
| Revenue | $87,743,823 | RevenueAmt |
| Desc | Academic instruction serving 2029 students | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,828,649 | ExpenseAmt |
| Revenue | $1,509,534 | RevenueAmt |
| Desc | Student Financial Aid consisting of 1 Financial Aid Program 2 Honorary Scholarship and Fellowship Program | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,089,278 | ExpenseAmt |
| Revenue | $823,362 | RevenueAmt |
| Desc | Student services expenses include activities that contribute to the students well-being and development beyond the academic program. Included in student services expenses are the Chaplains Office, Career Services, Campus Safety, Athletics, Admissions, Registrar, Student Government, etc. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,988,922 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $16,381,150 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $118,111,852 | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2353 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1842 | 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 | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle Webb VP for Finance and Busine | PersonNm |
| Phone | 9018433760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 North Parkway | AddressLine1Txt |
| City | Memphis | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381121690 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Barker John H | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Brown Susan E | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Bull Stratton H | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Butler C W | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Craddock Deborah L | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Crain Rogers L | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Crosby Meg T | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Eckels Laila A | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Farahani Maria C | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Fowler Cary | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Hatzenbuehler Daniel B | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Henkel Frances C | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Hill Wilton D | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Howe Richard D | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Lainoff Steven R | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Michaelcheck William J | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Mire Ryan D | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Moore Johnny B | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Palmer Vicki | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Pearce Elizabeth R | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Peters Gregory A | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Rhea Randall R | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Rhodes William C | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Robertson Charles W | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Sanders W Reid | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Schultz Charlaine H | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Waller Robert R | |||||||
| Trustee | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Boone James A | |||||||
| VP for Fin Business Affairs | 038.00 | $278,713 | $0 | $51,192 | Yes (X) | ||
| Casey Carol E | |||||||
| Dean of Students | 038.00 | $160,820 | $0 | $26,882 | Yes (X) | ||
| Johnson Robert M | |||||||
| VP for Student Info Services | 038.00 | $249,414 | $0 | $35,708 | Yes (X) | ||
| Mattson Michelle | |||||||
| Assoc Dean of Acad Affairs | 038.00 | $120,906 | $0 | $13,746 | Yes (X) | ||
| Moreland Milton C | |||||||
| Dean of Faculty VP Acad Affairs | 038.00 | $172,175 | $0 | $85,200 | Yes (X) | ||
| Richey Melody K | |||||||
| Exec Asst to President | 038.00 | $197,669 | $0 | $46,800 | Yes (X) | ||
| Thompson Carey J | |||||||
| VP Enrollmt Comm/Dean of Admissions | 038.00 | $218,114 | $0 | $36,941 | Yes (X) | ||
| Troutt William E | |||||||
| President | 038.00 | $472,030 | $0 | $52,272 | Yes (X) | ||
| Wade Jennifer G | |||||||
| VP for Development | 038.00 | $205,745 | $0 | $54,350 | Yes (X) | ||
| Wigginton Russell T | |||||||
| VP for College Relations | 038.00 | $194,769 | $0 | $39,287 | Yes (X) | ||
| Foshee Brian E | |||||||
| Dir of Physical Plant CESO | 038.00 | $161,449 | $0 | $82,838 | Yes (X) | ||
| Drompp Michael | |||||||
| Professor | 038.00 | $192,077 | $0 | $29,069 | Yes (X) | ||
| Nelson Michael C | |||||||
| Professor | 038.00 | $175,345 | $0 | $37,352 | Yes (X) | ||
| Planchon John M | |||||||
| Professor | 038.00 | $172,217 | $0 | $36,514 | Yes (X) | ||
| Jones Wanda L | |||||||
| Assoc Compt/Dir of Acctng PR | 038.00 | $116,601 | $0 | $80,185 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,088,044 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $708,336 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hanbury Evans Wright Vlattas Company | |||||
| 120 Atlantic St | Norfolk | VA | 235101729 | Contractor | $1,005,823 |
| Delta Door & Hardware Co LLC | |||||
| 1710 Shelby Oaks Dr N Ste 7 | Memphis | TN | 381347403 | Contractor | $253,136 |
| Liberty Electric LLC | |||||
| 1353 Farmville Ave | Memphis | TN | 381221002 | Contractor | $117,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $309,259 | GovernmentGrantsAmt |
| All Other Contributions | $13,679,426 | AllOtherContributionsAmt |
| Noncash Contributions | $2,676,204 | NoncashContributionsAmt |
| Total Contributions | $13,988,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | $87,887,012 | $87,887,012 | ||
| Auxiliary Enterprises | $16,381,150 | $16,249,610 | 713940 | $131,540 |
| Other Income | $2,189,707 | $2,189,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,457,869 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,011,777 | TotalRevenueColumnAmt |
| Exclusion | $4,011,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$14,906,559 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,551,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,326,329 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $131,540 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$10,894,782 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,710,259 | TotalAmt |
| Program Services | $44,710,259 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,390 | TotalAmt |
| Program Services | $1,118,390 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,767,477 | TotalAmt |
| Program Services | $1,147,541 | ProgramServicesAmt |
| Management And General | $1,343,231 | ManagementAndGeneralAmt |
| Fundraising | $276,705 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,770,076 | TotalAmt |
| Program Services | $30,220,511 | ProgramServicesAmt |
| Management And General | $3,150,386 | ManagementAndGeneralAmt |
| Fundraising | $1,399,179 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,663,550 | TotalAmt |
| Program Services | $2,393,571 | ProgramServicesAmt |
| Management And General | $122,107 | ManagementAndGeneralAmt |
| Fundraising | $147,872 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,972,564 | TotalAmt |
| Program Services | $4,338,084 | ProgramServicesAmt |
| Management And General | $345,525 | ManagementAndGeneralAmt |
| Fundraising | $288,955 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,362,848 | TotalAmt |
| Program Services | $2,074,780 | ProgramServicesAmt |
| Management And General | $151,270 | ManagementAndGeneralAmt |
| Fundraising | $136,798 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,492 | TotalAmt |
| Program Services | $48,801 | ProgramServicesAmt |
| Management And General | $365,004 | ManagementAndGeneralAmt |
| Fundraising | $1,687 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,506 | TotalAmt |
| Program Services | $34,000 | ProgramServicesAmt |
| Management And General | $78,506 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,768 | TotalAmt |
| Management And General | $78,768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,004 | TotalAmt |
| Program Services | $119,970 | ProgramServicesAmt |
| Management And General | $57,467 | ManagementAndGeneralAmt |
| Fundraising | $567 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,132 | TotalAmt |
| Program Services | $23,224 | ProgramServicesAmt |
| Management And General | $89,908 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,483,976 | TotalAmt |
| Program Services | $2,236,116 | ProgramServicesAmt |
| Management And General | $91,975 | ManagementAndGeneralAmt |
| Fundraising | $155,885 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,159 | TotalAmt |
| Program Services | $812,551 | ProgramServicesAmt |
| Management And General | $83,198 | ManagementAndGeneralAmt |
| Fundraising | $12,410 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,760 | TotalAmt |
| Program Services | $2,189,634 | ProgramServicesAmt |
| Management And General | $34,126 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,354 | TotalAmt |
| Program Services | $1,119,386 | ProgramServicesAmt |
| Management And General | $34,591 | ManagementAndGeneralAmt |
| Fundraising | $92,377 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,576 | TotalAmt |
| Program Services | $109,576 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,126 | TotalAmt |
| Program Services | $1,813,052 | ProgramServicesAmt |
| Management And General | $56,074 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,426,413 | TotalAmt |
| Program Services | $7,279,583 | ProgramServicesAmt |
| Management And General | $146,830 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,717 | TotalAmt |
| Program Services | $842,824 | ProgramServicesAmt |
| Management And General | $39,893 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Athletics and European Studies | $2,370,343 | $2,370,343 | |
| Board | $4,801,155 | $4,801,155 | |
| Commencement, Homecoming, Special Events | $534,799 | $451,380 | $83,419 |
| Faculty, Student, and Administrative Support | $5,600,080 | $5,480,302 | $119,778 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,083,909 | TotalAmt |
| Program Services | $2,376,819 | ProgramServicesAmt |
| Management And General | $1,697,908 | ManagementAndGeneralAmt |
| Fundraising | $9,182 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,803,433 | TotalAmt |
| Program Services | $118,111,852 | ProgramServicesAmt |
| Management And General | $7,966,767 | ManagementAndGeneralAmt |
| Fundraising | $2,724,814 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,180,698 | BOYAmt |
| EOY | $37,086,737 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,787,124 | BOYAmt |
| EOY | $17,463,109 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,120 | BOYAmt |
| EOY | $826,849 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,781,895 | BOYAmt |
| EOY | $2,524,051 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,438 | BOYAmt |
| EOY | $489,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $261,158,252 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,510,526 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,719,739 | BOYAmt |
| EOY | $145,647,726 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,064,888 | BOYAmt |
| EOY | $50,997,017 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,524,583 | BOYAmt |
| EOY | $313,481,900 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,731 | BOYAmt |
| EOY | $2,065,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,621,216 | BOYAmt |
| EOY | $570,582,408 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,392,992 | BOYAmt |
| EOY | $19,917,562 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,569,320 | BOYAmt |
| EOY | $2,909,420 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,775,429 | BOYAmt |
| EOY | $64,669,755 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,715,636 | BOYAmt |
| EOY | $3,662,259 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,310,222 | BOYAmt |
| EOY | $16,121,963 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,763,599 | BOYAmt |
| EOY | $107,280,959 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,358,265 | BOYAmt |
| EOY | $211,617,019 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,860,081 | BOYAmt |
| EOY | $67,247,493 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,639,271 | BOYAmt |
| EOY | $184,436,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,857,617 | BOYAmt |
| EOY | $463,301,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,621,216 | BOYAmt |
| EOY | $570,582,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$19,251,661 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$304,507 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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) |
|---|---|---|
| Assets Included | $529,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,088,169 | BeginningYearBalanceAmt |
| Contributions | $6,026,860 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,393,953 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,016,224 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,651,470 | OtherExpendituresAmt |
| End Year Balance | $318,053,382 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $335,078,527 | BeginningYearBalanceAmt |
| Contributions | $1,520,636 | ContributionsAmt |
| Investment Earnings Or Losses | $17,808,254 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,174,935 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,144,313 | OtherExpendituresAmt |
| End Year Balance | $340,088,169 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,366,992 | BeginningYearBalanceAmt |
| Contributions | $5,366,783 | ContributionsAmt |
| Investment Earnings Or Losses | $49,204,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,668,207 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,191,602 | OtherExpendituresAmt |
| End Year Balance | $335,078,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,509,075 | BeginningYearBalanceAmt |
| Contributions | $3,465,690 | ContributionsAmt |
| Investment Earnings Or Losses | $32,420,326 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,180,968 | GrantsOrScholarshipsAmt |
| Other Expenditures | $847,131 | OtherExpendituresAmt |
| End Year Balance | $294,366,992 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $283,371,967 | BeginningYearBalanceAmt |
| Contributions | $1,519,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$270,740 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,066,032 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,045,438 | OtherExpendituresAmt |
| End Year Balance | $271,509,075 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,409,026 | OtherCostOrOtherBasisAmt |
| Book Value | $1,409,026 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,550,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,374,645 | DepreciationAmt |
| Book Value | $119,175,790 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,707,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,468,491 | DepreciationAmt |
| Book Value | $7,239,089 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,491,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,667,390 | DepreciationAmt |
| Book Value | $17,823,821 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,647,726 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Funds of Funds - Long Equity | $59,152,694 | F |
| Fund of Funds - Fixed Income | $1,451,434 | F |
| Hedged Equity | $78,172,367 | F |
| Multistrategy | $52,644,635 | F |
| Private Equity | $40,987,734 | F |
| Distressed Debt | $396,124 | F |
| Private Real Asset Funds | $18,984,734 | F |
| US Govt Agency Bonds | $11,216,992 | F |
| Corporate Bonds | $12,682,257 | F |
| Publicly Traded Securities Held Administered by Outsiders | $36,702,789 | F |
| Other | $1,090,140 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $313,481,900 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Accrued Postretirement Benefits | $14,238,000 |
| Amounts Held in Custody for Others | $254,835 |
| Refundable Government Advances | $1,629,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,121,963 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $109,522,265 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$29,507 | OtherRevenueAmt |
| Revenue Not Reported | -$29,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $109,551,772 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $109,551,772 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $82,974,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $82,974,784 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $45,828,649 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $45,828,649 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $128,803,433 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | The College follows the guidance contained in Accounting Standard Codification ASC Topic 740-10-25, Accounting for Uncertainty in Income Taxes. ASC Topic 740-10-25 prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken. Based upon its evaluation, the College concluded that there are no significant uncertain tax positions requiring recognition in its consolidated financial statements. |
| XI 2d | Change in value of charitable remainder trust agreements 29,507 |
| XII 4b | Student Financial Aid |
| V 4 | The College uses the endowment primarily to provide scholarships for students and to provide financial support for academic programming and faculty. The endowment also provides additions to the library collection and supports student programming. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 6a | FormAndLineReferenceDesc |
| Explanation | Federal Financial Aid Funds | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | Faculty Conferences Research | $5,000 |
| East Asia and the Pacific | Program Services | Faculty Conferences Research | $7,003 |
| Europe Including Iceland and Greenland | Program Services | Faculty Conferences Research | $66,662 |
| North America | Program Services | Faculty Conferences Research | $11,669 |
| Middle East and North Africa | Program Services | Faculty Conferences Research | $2,738 |
| Russia and the Neighboring States | Program Services | Faculty Conferences Research | $4,058 |
| South America | Program Services | Faculty Conferences Research | $11,760 |
| South Asia | Program Services | Faculty Conferences Research | $1,820 |
| Sub-Saharan Africa | Program Services | Faculty Conferences Research | $1,848 |
| East Asia and the Pacific | Program Services | International Recruiting | $21,344 |
| Europe Including Iceland and Greenland | Program Services | International Recruiting | $11,044 |
| North America | Program Services | International Recruiting | $1,458 |
| East Asia and the Pacific | Program Services | Student Intl Internships, Fellowships, Research | $16,682 |
| Europe Including Iceland and Greenland | Program Services | Student Intl Internships, Fellowships, Research | $42,978 |
| Middle East and North Africa | Program Services | Student Intl Internships, Fellowships, Research | $1,250 |
| Russia and the Neighboring States | Program Services | Student Intl Internships, Fellowships, Research | $2,375 |
| South America | Program Services | Student Intl Internships, Fellowships, Research | $7,953 |
| Sub-Saharan Africa | Program Services | Student Intl Internships, Fellowships, Research | $20,966 |
| Central America and the Caribbean | Program Services | Study Abroad Programs | $28,602 |
| Europe Including Iceland and Greenland | Program Services | Study Abroad Programs | $1,606,762 |
| Russia and the Neighboring States | Program Services | Study Abroad Programs | $28,333 |
| Central America and the Caribbean | Program Services | Study Abroad Programs | $73,277 |
| South Asia | Program Services | Study Abroad Programs | $859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $217,642 | SubtotalSpentAmt |
| Continuation Spent | $1,758,799 | ContinuationSpentAmt |
| Total Spent | $1,976,441 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Scholarships Awarded | East Asia and the Pacific | 26 | $591,820 | Tuition discount |
| Scholarships Awarded | Europe Including Iceland and Greenland | 4 | $156,000 | Tuition discount |
| Scholarships Awarded | Middle East and North Africa | 1 | $46,000 | Tuition discount |
| Scholarships Awarded | North America | 3 | $115,200 | Tuition discount |
| Scholarships Awarded | South Asia | 5 | $151,000 | Tuition discount |
| Scholarships Awarded | Sub-Saharan Africa | 1 | $58,370 | Tuition discount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I | FormAndLineReferenceDesc |
| Explanation | Activities include European Studies program and 5 week study abroad programs in Belgium, Cuba, Ecuador, Germany, Russia, and the United Kingdom. | ExplanationTxt |
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 | Scholarships Awarded | GrantTypeTxt |
| Recipient | 1809 | RecipientCnt |
| Cash Grant | $44,710,259 | CashGrantAmt |
| Non Cash Assistance | Academic and need-based scholarships | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Line 1 | FormAndLineReferenceDesc |
| Explanation | The College has a professionally staffed financial aid office charged with the responsibility of ensuring that all recipients meet all eligibility criteria ensuring that the College is in compliance with all government regulations pertaining to financial aid. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | 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 (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Boone James A | |||||
| VP for Fin Business Affairs | $269,592 | $9,121 | $31,973 | $19,218 | $329,904 |
| Casey Carol E | |||||
| Dean of Students | $160,628 | $192 | $18,591 | $8,291 | $187,702 |
| Johnson Robert M | |||||
| VP for Student Info Services | $241,704 | $7,710 | $28,320 | $7,388 | $285,122 |
| Moreland Milton C | |||||
| Dean of Faculty VP Acad Affairs | $172,123 | $51 | $20,603 | $64,598 | $257,375 |
| Richey Melody K | |||||
| Exec Asst to President | $189,654 | $8,015 | $22,837 | $23,963 | $244,469 |
| Thompson Carey J | |||||
| VP Enrollmt Comm/Dean of Admissions | $193,042 | $25,071 | $22,674 | $14,267 | $255,054 |
| Troutt William E | |||||
| President | $452,904 | $19,126 | $32,072 | $20,200 | $524,302 |
| Wade Jennifer G | |||||
| VP for Development | $199,407 | $6,337 | $24,661 | $29,689 | $260,094 |
| Wigginton Russell T | |||||
| VP for College Relations | $194,514 | $255 | $22,961 | $16,326 | $234,056 |
| Foshee Brian E | |||||
| Dir of Physical Plant CESO | $161,146 | $304 | $18,994 | $63,844 | $244,288 |
| Drompp Michael | |||||
| Professor | $190,982 | $1,095 | $22,185 | $6,884 | $221,146 |
| Nelson Michael C | |||||
| Professor | $173,471 | $1,874 | $20,620 | $16,732 | $212,697 |
| Planchon John M | |||||
| Professor | $170,545 | $1,672 | $19,190 | $17,324 | $208,731 |
| Jones Wanda L | |||||
| Assoc Compt/Dir of Acctng PR | $116,237 | $364 | $14,068 | $66,117 | $196,786 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | Social club dues are provided for two officers. |
| Part I Line 4b | One officer participates in a deferrred compensation plan. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Educational and Housing Facility Bonds 2011 | ||||||||
| A | 521283414 | 821697E70 | 2011-04-13 | $31,991,283 | Construction of Dormitory and Refectory | false | false | false |
| The Health Educational and Housing Facility Bonds 2015 | ||||||||
| B | 521283414 | 821697N62 | 2015-04-08 | $23,796,700 | Construction of Science Building and Renovations | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $31,991,283 | $1,601,279 | $359,758 | $30,078,954 | 2014 | false | false | Yes (true) | Yes (true) | |
| B | $23,796,700 | $286,758 | $8,714,974 | false | false | Yes (true) | Yes (true) | $14,805,421 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | Yes (true) | false | Yes (true) |
| B | false | false | false | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | 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 |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV Line 2c | FormAndLineReferenceDesc |
| Explanation | The rebate calculation was performed April 27, 2016. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (11 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| Child of substantial contributor | ||
| substantial contributor | $23,500 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $12,850 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $18,000 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $11,900 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $15,000 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $13,000 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $21,000 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $9,000 | Scholarship |
| Child of substantial contributor | ||
| substantial contributor | $7,500 | Scholarship |
| Child of substanital contributor | ||
| substantial contributor | $17,100 | Scholarship |
| Child of substanital contributor | ||
| substantial contributor | $19,900 | Scholarship |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $104 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value at date received | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value at date received | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,665,816 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value at date received | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Team Sports Support | 1 | $5,735 | Fair value at date received |
| Yes (X) | Donated Event | 1 | $4,008 | Fair value at date received |
| Yes (X) | Seismometer | 1 | $1 | Fair value at date received |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 32b | FormAndLineReferenceDesc |
| Explanation | The College uses a broker to sell gifts of securities received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Other Program Services include food services and residence halls, information technology, library services, and faculty research and development. |
| Form 990, Part XI, Line 9 | Other changes in net assets include 275,000 actuarial loss on postretirement benefit obligations and 29,507 decrease in value of charitable remainder trust agreements. |
| Form 990, Part VI, Section B, Line 11B | The Audit Committee of the Board of Trustees has responsibility for approving the Form 990 prior to filing. Subsequent to approval of the Audit Committee, the Form 990 will be provided to the full Board before filing. |
| Form 990, Part IV, Section B, Line 12c | All Trustees, Officers, and key employees are required to annually sign Conflict of Interest statements that disclose potential conflicts or the absence thereof. The Vice President for Finance and Comptroller are charged with reviewing these statements as well as transactions and relationships involving Trustees, Officers, and key employees to ensure compliance with the Colleges conflict of interest policy. |
| Form 990, Part VI, Section B, Line 15 | The Human Resources Office has the responsibility for monitoring internal equity and external competitiveness for all employees utilizing various higher education market data, benchmarks, and surveys. The President has final authority over salary adjustments or administrative salary changes. The Executive Committee of the Board of Trustees is responsible for establishing and approving compensation for the President. The Executive Committee assesses the performance of the President and performs executive compensation analysis of peer institutions in determining the compensation level of the President. |
| Form 990, Part VI, Section C, Line 19 | The Colleges governing documents and conflict of interest policy are available to the public on the Colleges website. Financial Statements are available only upon request. |
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