FURP.ORG / PUBLIC DATA EXPLORER

THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-09
IRS object ID
201601309349302370
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-09T16:20:17-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566167EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORPORATION OF MERCER UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM G SOLOMONInCareOfNm
Business Name ControlCORPBusinessNameControlTxt
Phone4573012710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA DAVISPersonNm
Person TitleASSO VP - FINANCE & TREASURERPersonTitleTxt
Phone4573012710PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON H FRANKLINPreparerPersonNm
PTINP00448640PTIN
Phone3362753394PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWilliam D UnderwoodPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$344,780,431GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mercer.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionMercer University's mission is to teach, TO LEARN, TO CREATE, TO discover, to inspire, to empower, and to serve.ActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee4207TotalEmployeeCnt
Total Volunteers563TotalVolunteersCnt
Total Gross UBI$78,023TotalGrossUBIAmt
PY Contributions Grants$66,193,166PYContributionsGrantsAmt
CY Contributions Grants$79,644,460CYContributionsGrantsAmt
PY Program Service Revenue$235,623,027PYProgramServiceRevenueAmt
CY Program Service Revenue$248,596,193CYProgramServiceRevenueAmt
PY Investment Income$8,677,797PYInvestmentIncomeAmt
CY Investment Income$7,326,749CYInvestmentIncomeAmt
PY Other Revenue$6,816,270PYOtherRevenueAmt
CY Other Revenue$5,447,573CYOtherRevenueAmt
PY Total Revenue$317,310,260PYTotalRevenueAmt
CY Total Revenue$341,014,975CYTotalRevenueAmt
PY Grants And Similar Paid$62,554,230PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$69,295,384CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$154,256,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,683,557CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,059,364CYTotalFundraisingExpenseAmt
PY Other Expenses$91,248,906PYOtherExpensesAmt
CY Other Expenses$99,195,782CYOtherExpensesAmt
PY Total Expenses$308,059,388PYTotalExpensesAmt
CY Total Expenses$325,174,723CYTotalExpensesAmt
PY Revenues Less Expenses$9,250,872PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,840,252CYRevenuesLessExpensesAmt
Total Assets BOY$574,337,651TotalAssetsBOYAmt
Total Assets EOY$605,766,431TotalAssetsEOYAmt
Total Liabilities BOY$241,037,243TotalLiabilitiesBOYAmt
Total Liabilities EOY$263,782,399TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$333,300,408NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$341,984,032NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMERCER UNIVERSITY'S MISSION IS TO TEACH, TO LEARN, TO CREATE, TO DISCOVER, TO INSPIRE, TO EMPOWER AND TO SERVE. IN FULFILLING THIS MISSION, THE UNIVERSITY SUPPORTS UNDERGRADUATE, GRADUATE, AND PROFESSIONAL LEARNING AS WELL AS BASIC RESEARCH AND ITS APPLICATION IN SERVICE TO OTHERS. AS A UNIVERSITY COMMITTED TO EXCELLENCE AND INNOVATION, MERCER CHALLENGES MEMBERS OF ITS COMMUNITY TO MEET AND EXCEED HIGH STANDARDS IN THEIR TEACHING, LEARNING, RESEARCH, SCHOLARSHIP AND SERVICE. FOUNDED BY BAPTISTS IN 1833, MERCER IS AN INDEPENDENT UNIVERSITY THAT REMAINS GROUNDED IN A TRADITION THAT EMBRACES FREEDOM OF THE MIND AND SPIRIT, CHERISHES THE EQUAL WORTH OF EVERY INDIVIDUAL, AND COMMITS TO SERVING THE NEEDS OF HUMANKIND. AS A REFLECTION OF THIS HERITAGE: O WE ENCOURAGE OUR STUDENTS TO DISCOVER AND DEVELOP FULLY THEIR UNIQUE COMBINATION OF GIFTS AND TALENTS TO BECOME LEADERS WHO MAKE A POSITIVE DIFFERENCE IN THE WORLD. O WE SEEK TO INSPIRE MEMBERS OF OUR COMMUNITY TO LIVE VIRTUOUS AND MEANINGFULMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$95,575,731ExpenseAmt
Revenue$211,272,881RevenueAmt
DescINSTRUCTION: THE UNIVERSITY HAS 12 COLLEGES AND SCHOOLS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OR TEACHING OF HIGHER EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$66,099,727ExpenseAmt
Grant$66,099,727GrantAmt
DescScholarship: The University has 12 colleges and schools. These expenses are related to the support provided to the students based on donor stipulation, need, and merit.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$26,043,246ExpenseAmt
DescAcademic Support: These expenses include providing library services and academic program development to the Provost and Deans of each college.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$30,492,026$3,195,657Research
$49,588,896Auxiliary Services$37,323,312
$24,516,362Student Services
$4,874,241Other
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$109,471,525TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,195,657TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$37,323,312TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$297,190,229TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document567IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4207EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM G SOLOMONPersonNm
Phone4783012771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityMACONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WILLIAM UNDERWOOD
PRESIDENT55.00.0Yes (X)Yes (X)$354,029$0$45,340
DAVID E HUDSON
DIRECTOR1.00.0Yes (X)$0$0$0
Richard A Doc Schneider
CHAIR OF THE BOARD1.00.0Yes (X)Yes (X)$0$0$0
Curtis G Anderson
DIRECTOR1.00.0Yes (X)$0$0$0
William H Anderson II
DIRECTOR1.00.0Yes (X)$0$0$0
G Marshall Butler Sr
DIRECTOR1.00.0Yes (X)$0$0$0
James Earl Carter Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Milton L Cruz
DIRECTOR1.00.0Yes (X)$0$0$0
W Homer Drake Jr
DIRECTOR1.00.0Yes (X)$0$0$0
William A Fickling Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Benjamin W Griffith III
DIRECTOR1.00.0Yes (X)$0$0$0
Robert F Hatcher Sr
DIRECTOR1.00.0Yes (X)$0$0$0
Thomas W Malone
CHAIR OF EXECUTIVE COMMITTEE1.00.0Yes (X)Yes (X)$0$0$0
J Thomas McAfee III
DIRECTOR1.00.0Yes (X)$0$0$0
William Anthony Moye
DIRECTOR1.00.0Yes (X)$0$0$0
J Reg Murphy
DIRECTOR1.00.0Yes (X)$0$0$0
M Diane Owens
DIRECTOR1.00.0Yes (X)$0$0$0
Robert L Steed
DIRECTOR1.00.0Yes (X)$0$0$0
Julie Pennington-Russell
DIRECTOR1.00.0Yes (X)$0$0$0
Barbara Baugh
DIRECTOR1.00.0Yes (X)$0$0$0
James A Bishop
DIRECTOR1.00.0Yes (X)$0$0$0
Thomas P Bishop
DIRECTOR1.00.0Yes (X)$0$0$0
Neville Callam
DIRECTOR1.00.0Yes (X)$0$0$0
William Coates Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Claude M Kicklighter
DIRECTOR1.00.0Yes (X)$0$0$0
Yvette Miller
DIRECTOR1.00.0Yes (X)$0$0$0
Miller Peterson Robinson
DIRECTOR1.00.0Yes (X)$0$0$0
W Louis Sands
DIRECTOR1.00.0Yes (X)$0$0$0
William L Self
DIRECTOR1.00.0Yes (X)$0$0$0
James C Elder Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Raymond M Warren III
DIRECTOR1.00.0Yes (X)$0$0$0
David E Linch
DIRECTOR1.00.0Yes (X)$0$0$0
Cathy Callaway Adams
DIRECTOR1.00.0Yes (X)$0$0$0
T Michael Crook
DIRECTOR1.00.0Yes (X)$0$0$0
Jerry S Wilson Jr
DIRECTOR1.00.0Yes (X)$0$0$0
John W Collier
DIRECTOR1.00.0Yes (X)$0$0$0
James H Cowart
DIRECTOR1.00.0Yes (X)$0$0$0
Dwight J Davis
DIRECTOR1.00.0Yes (X)$0$0$0
Linda Willis Eydt
DIRECTOR1.00.0Yes (X)$0$0$0
W Mansfield Jennings Jr
DIRECTOR1.00.0Yes (X)$0$0$0
N Dudley Horton Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Jackson P Turner Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Kellie R Appel
DIRECTOR1.00.0Yes (X)$0$0$0
Thomas B Black
DIRECTOR1.00.0Yes (X)$0$0$0
Nancy Grace
DIRECTOR1.00.0Yes (X)$0$0$0
Holly McCorkle Jones
DIRECTOR1.00.0Yes (X)$0$0$0
J Curtis Lewis III
DIRECTOR1.00.0Yes (X)$0$0$0
Carolyn Townsend McAfee
DIRECTOR1.00.0Yes (X)$0$0$0
Howell L Watkins II
DIRECTOR1.00.0Yes (X)$0$0$0
Dr Spencer B King III
DIRECTOR1.00.0Yes (X)$0$0$0
Zell B Miller
DIRECTOR1.00.0Yes (X)$0$0$0
Hugh P Thompson
DIRECTOR1.00.0Yes (X)$0$0$0
O Gene Gabbard
DIRECTOR1.00.0Yes (X)$0$0$0
James W Thomas Jr
DIRECTOR1.00.0Yes (X)$0$0$0
Marc Treadwell
DIRECTOR1.00.0Yes (X)$0$0$0
Heather Darden
DIRECTOR1.00.0Yes (X)$0$0$0
AV Elliott
DIRECTOR1.00.0Yes (X)$0$0$0
William J Ireland Jr
DIRECTOR1.00.0Yes (X)$0$0$0
MALCOLM S BURGESS JR
DIRECTOR1.00.0Yes (X)$0$0$0
JAMES NETHERTON
EXEC. VP OF ADMIN & FINANCE55.00.0Yes (X)$295,712$0$43,624
DAVID SCOTT DAVIS
PROVOST/PROFESSOR55.00.0Yes (X)$282,325$0$48,815
PENNY ELKINS
SR VP FOR ENROLLMENT MGMT/PROF55.00.0Yes (X)$246,891$0$41,338
WILLIAM SOLOMON IV
SR VP AND GENERAL COUNSEL55.00.0Yes (X)$224,107$0$40,675
JULIA DAVIS
ASSO VP - FINANCE & TREASURER55.00.0Yes (X)$147,000$0$15,712
JOHN PATTERSON
SR VP FOR UNIV. ADVANCEMENT55.00.0Yes (X)$206,485$0$41,624
WILLIAM BINA
DEAN55.00.0$363,998$0$42,648Yes (X)
DAVID BARWICK
EXECUTIVE DIRECTOR, MERC55.00.0$241,864$0$54,125Yes (X)
LARRY BRUMLEY
SR VP FOR MKTG & COMMUNICATION55.00.0$214,901$0$39,208Yes (X)
HEWITT MATTHEWS
DEAN/SR VP FOR HEALTH SCIENCES55.00.0$278,559$0$46,406Yes (X)
JOHN HAWKINS
ASSOCIATE PROFESSOR55.00.0$710,637$0$36,390Yes (X)
JOHN HUDSON
PROFESSOR55.00.0$435,044$0$39,336Yes (X)
JALAL GHALI
CHIEF, DIV OF CARDIOLOGY/PROF55.00.0$416,769$0$10,480Yes (X)
JEFFREY STEPHENS
PROFESSOR/MEDICAL DIRECTOR55.00.0$295,786$0$38,341Yes (X)
DANA EILEN
ASSISTANT PROFESSOR55.00.0$386,940$0$20,948Yes (X)
Lake Lambert
Dean Coll Lib Arts55.00.0$154,696$0$36,285Yes (X)
RICHARD SWINDLE
SR VP FOR ATLANTA55.00.0$223,107$0$41,004Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,478,850TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$682,299TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K254IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INC
CONNELL STUDENT CENTERLOCALGA31207FOOD SERVICES$6,265,825
SHERIDAN CO
PO BOX 4441MACONGA31208CONTRACTOR$4,862,248
NATIONAL MANAGEMENT SERVICES
PO BOX 1224LAGRANGEGA30241CUSTODIAL SERVICES$3,275,197
GEORGIA POWER
96 ANNEXATLANTAGA30396UTILITIES$3,283,222
BHI CONSTRUCTION INC
1172 HIGHTOWER ROADMACONGA31206CONSTRUCTION$1,371,908
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K129CntrctRcvdGreaterThan100KCnt
Fundraising$66,760FundraisingAmt
Government Grants$53,175,374GovernmentGrantsAmt
All Other Contributions$26,402,326AllOtherContributionsAmt
Noncash Contributions$12,339,187NoncashContributionsAmt
Total Contributions$79,644,460TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$211,272,881$211,272,881
AUXILIARY SERVICES900099$37,323,312$37,323,312
FieldValueIRS element (for citing)
Total Program Service Revenue$248,596,193TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,923,702TotalRevenueColumnAmt
Unrelated Business Revenue-$61,977UnrelatedBusinessRevenueAmt
Exclusion$5,985,679ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$440TotalRevenueColumnAmt
Exclusion$440ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$437,679RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$375,874RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$61,805RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,805TotalRevenueColumnAmt
Exclusion$61,805ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,880,604SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,477,997SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,402,607SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,402,607TotalRevenueColumnAmt
Exclusion$1,402,607ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$85,935FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$66,760ContriRptFundraisingEventAmt
Fundraising Direct Expenses$130,542FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$44,607TotalRevenueColumnAmt
Exclusion-$44,607ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$572,313GrossSalesOfInventoryAmt
Cost Of Goods Sold$781,043CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$208,730TotalRevenueColumnAmt
Exclusion-$208,730ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS900099$3,973,301$3,833,301$140,000
CONTRACTUAL PAYMENTS900099$1,665,804$1,665,804
FieldValueIRS element (for citing)
Other Revenue Total$5,639,105OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$341,014,975TotalRevenueColumnAmt
Related Or Exempt Func Income$254,095,298RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$78,023UnrelatedBusinessRevenueAmt
Exclusion$7,197,194ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,195,657TotalAmt
Program Services$3,195,657ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$66,099,727TotalAmt
Program Services$66,099,727ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,211,856TotalAmt
Program Services$5,639,743ProgramServicesAmt
Management And General$572,113ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$274,351TotalAmt
Program Services$246,916ProgramServicesAmt
Management And General$27,435ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,435,033TotalAmt
Program Services$105,713,512ProgramServicesAmt
Management And General$9,092,122ManagementAndGeneralAmt
Fundraising$1,629,399FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$27,089,041TotalAmt
Program Services$24,655,174ProgramServicesAmt
Management And General$2,036,115ManagementAndGeneralAmt
Fundraising$397,752FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,673,276TotalAmt
Program Services$6,073,531ProgramServicesAmt
Management And General$501,732ManagementAndGeneralAmt
Fundraising$98,013FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$331,425TotalAmt
Program Services$149,480ProgramServicesAmt
Management And General$181,945ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$581,546TotalAmt
Program Services$11,425ProgramServicesAmt
Management And General$570,121ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$25,658TotalAmt
Program Services$25,658ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,198,239TotalAmt
Program Services$13,641,747ProgramServicesAmt
Management And General$1,379,608ManagementAndGeneralAmt
Fundraising$176,884FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,565,127TotalAmt
Program Services$1,531,626ProgramServicesAmt
Management And General$29,226ManagementAndGeneralAmt
Fundraising$4,275FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,405,471TotalAmt
Program Services$2,171,008ProgramServicesAmt
Management And General$203,543ManagementAndGeneralAmt
Fundraising$30,920FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,518,594TotalAmt
Program Services$3,115,421ProgramServicesAmt
Management And General$1,385,823ManagementAndGeneralAmt
Fundraising$17,350FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$24,190TotalAmt
Program Services$24,190ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,002,119TotalAmt
Program Services$1,000,919ProgramServicesAmt
Management And General$1,200ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,441,985TotalAmt
Program Services$5,883,956ProgramServicesAmt
Management And General$422,891ManagementAndGeneralAmt
Fundraising$135,138FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,840,063TotalAmt
Program Services$6,277,592ProgramServicesAmt
Management And General$1,562,471ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,502,980TotalAmt
Program Services$12,619,426ProgramServicesAmt
Management And General$2,883,554ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,184,730TotalAmt
Program Services$3,565,455ProgramServicesAmt
Management And General$619,275ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OPERATIONS & MAINTENANCE$17,035,947$16,796,283$239,664
TELEPHONE$2,928,241$2,604,480$261,267$62,494
FURNITURE & EQUIPMENT$1,655,186$797,583$853,931$3,672
PROGRAMS & EVENTS$3,638,131$2,763,376$585,217$289,538

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,316,150TotalAmt
Program Services$12,586,344ProgramServicesAmt
Management And General$1,515,877ManagementAndGeneralAmt
Fundraising$213,929FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$325,174,723TotalAmt
Program Services$297,190,229ProgramServicesAmt
Management And General$24,925,130ManagementAndGeneralAmt
Fundraising$3,059,364FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$25,894,710BOYAmt
EOY$29,980,280EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,528,591BOYAmt
EOY$5,219,710EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,478,833BOYAmt
EOY$13,483,241EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$6,316,885EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$800,092BOYAmt
EOY$785,074EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$512,630,041LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$244,927,775LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$250,443,063BOYAmt
EOY$267,702,266EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$106,179,742BOYAmt
EOY$106,087,629EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$157,500,723BOYAmt
EOY$158,378,232EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$14,474,208BOYAmt
EOY$13,669,526EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,037,689BOYAmt
EOY$4,143,588EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$574,337,651BOYAmt
EOY$605,766,431EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,321,119BOYAmt
EOY$15,854,565EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,308,425BOYAmt
EOY$4,848,170EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$191,012,913BOYAmt
EOY$183,893,016EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,814,821BOYAmt
EOY$17,937,043EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,579,965BOYAmt
EOY$41,249,605EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$241,037,243BOYAmt
EOY$263,782,399EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,510,468BOYAmt
EOY$116,648,522EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,921,085BOYAmt
EOY$13,852,968EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$202,868,855BOYAmt
EOY$211,482,542EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$333,300,408BOYAmt
EOY$341,984,032EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$574,337,651BOYAmt
EOY$605,766,431EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,840,252ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,568,444NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$588,184OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,360,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,739,531CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,808,637CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,193,166CurrentTaxYearMinus1YearAmt
Current Tax Year$79,644,460CurrentTaxYearAmt
Total$344,746,479TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,360,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,739,531CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,808,637CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,193,166CurrentTaxYearMinus1YearAmt
Current Tax Year$79,644,460CurrentTaxYearAmt
Total$344,746,479TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,272,317SubstantialContributorsTotAmt
Public Support Total170$341,474,162PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,772,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,804,467CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,096,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,120,244CurrentTaxYearMinus1YearAmt
Current Tax Year$5,923,702CurrentTaxYearAmt
Total$25,716,917TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,185,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,547,110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,666,239CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,071,605CurrentTaxYearMinus1YearAmt
Current Tax Year$5,430,815CurrentTaxYearAmt
Total$31,901,711TotalAmt
FieldValueIRS element (for citing)
Total Support$402,365,107TotalSupportAmt
Gross Receipts Rltd Activities$1,134,935,967GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84867PublicSupportCY170Pct
Public Support PY1700.85195PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$25,658MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$171,665DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$197,323TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1FormAndLineReferenceDesc
ExplanationLobbying Expenses Mercer University retains a consultant, Hurt, Norton, and ASSOCIATES, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFF PERSON WORKED TO SECURE STATE APPROPRIATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements2TotalEasementsCnt
Historic Structure Easements1HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement24.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$480ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$256,919,032BeginningYearBalanceAmt
Contributions$4,363,594ContributionsAmt
Investment Earnings Or Losses-$4,454,150InvestmentEarningsOrLossesAmt
Other Expenditures$5,727,814OtherExpendituresAmt
End Year Balance$251,100,662EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,286,144BeginningYearBalanceAmt
Contributions$4,942,624ContributionsAmt
Investment Earnings Or Losses$30,767,366InvestmentEarningsOrLossesAmt
Other Expenditures-$12,922,898OtherExpendituresAmt
End Year Balance$256,919,032EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$191,665,145BeginningYearBalanceAmt
Contributions$5,496,176ContributionsAmt
Investment Earnings Or Losses$16,998,134InvestmentEarningsOrLossesAmt
Other Expenditures$5,873,311OtherExpendituresAmt
End Year Balance$208,286,144EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,964,111BeginningYearBalanceAmt
Contributions$2,766,514ContributionsAmt
Investment Earnings Or Losses-$6,964,252InvestmentEarningsOrLossesAmt
Other Expenditures$1,101,228OtherExpendituresAmt
End Year Balance$191,665,145EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$160,222,432BeginningYearBalanceAmt
Contributions$6,838,374ContributionsAmt
Investment Earnings Or Losses$34,868,885InvestmentEarningsOrLossesAmt
Other Expenditures$4,965,580OtherExpendituresAmt
End Year Balance$196,964,111EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20454BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.79546PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,954,042OtherCostOrOtherBasisAmt
Book Value$26,575,299BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$356,353,187OtherCostOrOtherBasisAmt
Depreciation$154,814,686DepreciationAmt
Book Value$201,538,501BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,572,760OtherCostOrOtherBasisAmt
Depreciation$75,734,346DepreciationAmt
Book Value$28,838,414BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,750,052OtherCostOrOtherBasisAmt
Book Value$10,750,052BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$267,702,266TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PERPETUAL TRUSTS$63,527,130F
HEDGED EQUITY FUNDS$38,816,980F
REAL ASSET FUNDS$23,739,319F
PRIVATE EQUITY FUNDS$11,074,653F
REMAINDER INTEREST TRUST$16,969,972F
MISCELLANEOUS INVESTMENTS$1,384,952F
CASH AND CASH EQUIVALENTS$2,865,226F
FieldValueIRS element (for citing)
Total Book Value Securities$158,378,232TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ADVANCES FROM FEDERAL GOVERNME$15,112,619
ASSET RETIREMENT OBLIGATION$5,439,913
INTEREST RATE SWAP$2,723,277
ANNUITY OBLIGATIONS$6,883,052
POST RETIREMENT BENEFITS$1,163,694
CAPITAL LEASES OBLIGATIONS$1,480,243
OTHER$8,446,807
FieldValueIRS element (for citing)
Total Liability$41,249,605TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$267,758,620TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,568,444NetUnrealizedGainsInvstAmt
Other Revenue-$588,184OtherRevenueAmt
Revenue Not Reported-$7,156,628RevenueNotReportedAmt
Revenue Subtotal$274,915,248RevenueSubtotalAmt
Other Revenues Not Included$66,099,727OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$66,099,727RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$341,014,975TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$259,074,996TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$259,074,996ExpensesSubtotalAmt
Other Expenses Not Included$66,099,727OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$66,099,727ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$325,174,723TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 9Conservation Easements: When Mercer University received the funds for the Grand Opera House, they were reported as auxiliary revenue and auxiliary expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. Funds received for the Hardeman building were recorded as private gifts/grants and operations expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. There is no footnote describing Mercer University's accounting for conservation easements in the audited financial statements for the year ended June 30, 2015.
Schedule D, Part V, Line 4Endowment Funds The corpus is held in perpetuity. The earnings (unrealized, realized , and earnings) are used to pay investment fees for the individual funds, pay the investment advisor, and fund the annual approved spending allocation. The spending allocation funds the specific expense for which the donor provided the endowment fund.
Schedule D, Part X, Line 2FIN 48 (ASC 740) Footnote: The University is recognized as an organization exempt from federal income tax under Section 501(a) of the Code as an organization described in Section 501(c)(3) whereby only unrelated business income, as defined by Section 512(a)(1) of the Internal Revenue Code (the Code), is subject to federal income tax. The University's management has reviewed its tax positions and determined that it does not have material unrecognized tax positions that should be reflected in the financial statements for 2015 or 2014.
Schedule D, Part XI, Line 2dAmounts included on line 1 but not on form 990, Part VIII, Line 12 Change in Fair Value of Interest Rate Swap 708,577 Change in Beneficial Interest in Perpetual Trusts -1,998,439 Change in Value of Split-Interest Agreements 701,678 ------------ Total -588,184
Schedule D, Part XI, Line 4bAmounts Included on Form 990, Part VIII, Line 12 but not on line 1 Student Assistance Reclass 66,099,727
Schedule D, Part XII, Line 4bAmounts Included on Form 990, Part VIII, Line 25 but not on line 1 Student Assistance Reclass 66,099,727

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E - EXPLANATION FOR LINE 3Mercers job announcements indicate that we are an Affirmative Action/Equal Opportunity Employer. Mercers nondiscriminatory policy is publicly available on the Human Resources website. The direct link to the policy as well as a full notice of nondiscrimination statement is also posted on the job applicant website.
SCHEDULE E - EXPLANATION FOR LINE 6ATHE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, HEALTH PROFESSIONS STUDENT LOANS, FEDERAL PARENT AND GRAD (PLUS) LOANS, OTHER VARIOUS FEDERAL LOAN PROGRAMS, FEDERAL TEACH GRANT, FEDERAL WORK STUDY PROGRAM, AND VETERANS EDUCATION PROGRAMS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANT AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesMERCER ON MISSION
South AmericaProgram ServicesMERCER ON MISSION
Sub-Saharan AfricaProgram ServicesMERCER ON MISSION
Russia and the Newly Independent StatesProgram ServicesMERCER ON MISSION
East Asia and the PacificProgram ServicesMERCER ON MISSION
Europe (Including Iceland and Greenland)Program ServicesMERCER ON MISSION
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$334,839
Middle East and North AfricaProgram ServicesSTUDY ABROAD$7,083
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$27,401
East Asia and the PacificProgram ServicesSTUDY ABROAD$21,425
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$3,000
South AsiaProgram ServicesSTUDY ABROAD$7,598
FieldValueIRS element (for citing)
Subtotal Spent$401,346SubtotalSpentAmt
Total Spent$401,346TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ATHLETIC RAFFLEEvent1Nm
Gross Receipts Event1$28,300GrossReceiptsEvent1Amt
Charitable Contri Event1$0CharitableContriEvent1Amt
Gross Revenue Event1$28,300GrossRevenueEvent1Amt
Cash Prizes Event1$11,500CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$16,909OtherDirectExpensesEvent1Amt
Event2AUTHOR'S LUNCHEvent2Nm
Gross Receipts Event2$63,931GrossReceiptsEvent2Amt
Charitable Contri Event2$51,601CharitableContriEvent2Amt
Gross Revenue Event2$12,330GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$63,931OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$60,464GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$15,159CharitableContriOtherEventsAmt
Gross Revenue Other Events$45,305GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$38,202OthDirectExpnssOtherEventsAmt
Gross Receipts Total$152,695GrossReceiptsTotalAmt
Charitable Contributions Tot$66,760CharitableContributionsTotAmt
Gross Revenue Total Events$85,935GrossRevenueTotalEventsAmt
Cash Prizes Total Events$11,500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$119,042OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$130,542DirectExpenseSummaryEventsAmt
Net Income Summary-$44,607NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ANDROMEDA SYSTEMS INC
2233 PARK AVE STE 203ORANGE PARKFL32073203595072$115,703n/an/aENGINEERING SERVICES
ANMED HEALTH
800 NORTH FANT STANDERSONSC29621570359174$13,980n/an/a501(C)(3)
COLORADO ENGINEERING INC
1915 JAMBOREE DR STE 165COLORADO SPRINGSCO80920743087464$340,200n/an/aENGINEERING SERVICES
HONEYWELL
13478 DANIELSON ST STE 100POWAYCA92064222640650$270,853n/an/aENGINEERING SERVICES
PATTEN CO
1803 MADRID AVELAKE WORTHFL33461591554022$126,586n/an/aENGINEERING SERVICES
PI-TECH INC
PO BOX 6631MACONGA31208582354718$97,726N/AN/AENGINEERING SERVICES
QTEC INC
700 BOULEVARD SOUTHHUNTSVILLEAL35802630972823$646,570N/AN/AENGINEERING SERVICES
RW TECHNOLOGIES US LLC
387 CONGRESS PARKWAY UNIT A-1CRYSTAL LAKEIL60014453365226$12,327N/AN/AENGINEERING SERVICES
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159AUSTINTX78713746000203$10,218N/AN/AGOVT
WAKE FOREST UNIVERSITY
MEDICAL CENTER BLVDWINSTONSALEMNC27157560532136$6,148N/AN/A501(c)(3)
WILLBROOK SOLUTIONS INC
4811-A BRADFORD DRHUNTSVILLEAL35805205868013$697,593N/AN/AENGINEERING SERVICES
ADVANCED ENGINEERING CONCEPTS
7589 MURKERSON STREETDONALSONVILLEGA39845581948440$59,652N/AN/ACONSULTING SERVICES
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVECHICAGOIL60693520595110$21,395N/AN/A501(c)(3)
MCCG
777 HEMLOCK STREETMACONGA31201582149128$23,117N/AN/A501(c)(3)
MET LABORATORIES
914 W PATAPSCO AVEBALTIMOREMD21230521782529$21,325N/AN/ATESTING SERVICES
NORTHROP GRUMMAN
2411 DULLES CORNER PARK STE 800HERNDONVA20171730934115$207,064N/AN/AENGINEERING SERVICES
SOUTHWEST RESEARCH INSTITUTE
6220 CULEBRA R0ADSAN ANTONIOTX78238582242074$206,674N/AN/AENGINEERING SERVICES
TOM BRUSSAT ENGINEERING LLC
2412 BALLANTRAE CIRCLECUMMINGGA30041263159893$44,686N/AN/AENGINEERING SERVICES
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVENUE SOUTHBIRMINGHAMAL35294636005396$9,000N/AN/AGOVT
ANALOG SIGNAL TECHNOLOGIES
2419 PRINCESS LANEMARIETTAGA30132202681719$16,500N/AN/AENGENEERING SERVICES
ARMSTRONG STATE UNIVERSITY
11935 ABERCORN STREETSAVANNAHGA31419586000063$14,926N/AN/AGOVT
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA31193580566256$11,816N/AN/A501(C)(3)
GEORGIA COLLEGE & STATE UNIVERSITY
CAMPUS BOX 42MILLEDGEVILLEGA31061586002064$6,206N/AN/AGOVT
GEORGIA REGENTS RESEARCH INSTITUTE
PO BOX 945552ATLANTAGA94552581418202$38,795N/AN/A501(C)(3)
GUARDIAN CENTERS OF GEORGIA LLC
600 PERRY PARKWAYPERRYGA31069900772672$17,484N/AN/ARESEARCH FACILITIESPO BOX 2208
HVHF SCIENCES LLC
1117 NW 97TH DRIVECORAL SPRINGSFL33071453556910$21,142N/AN/ACONSULTING SERVICES
INSOURCE SOFTWARE SOLUTIONS INC
11321 BUSINESS CENTER DRIVERICHMONDVA23236541829203$5,608N/AN/ASOFTWARE SERVICES
MARINE CONCEPTS
2443 SW PINE ISLAND ROADCAPE CORALFL33991650439903$18,830N/AN/AFABRICATION SERVICES
TEKSYSTEMS INC
7437 RACE ROADHANOVERMD21076522010575$37,666N/AN/AENGINEERING SERVICES
US TREASURY
2354 FAIRCHILD DRIVEUSAFACO80840000000000$32,822N/AN/AENGINEERING SERVICESGOVTSUITE 2H29
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BOULEVARDWINSTONSALEMNC27157530532136$22,537N/AN/A501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org21TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AID ASSISTANCEGrantTypeTxt
Recipient4432RecipientCnt
Cash Grant$66,099,727CashGrantAmt
Valuation Method Usedn/aValuationMethodUsedDesc
Non Cash Assistancen/aNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationMonitoring Use of Grants ASSISTANCE to Mercer University students in the form of scholarships are awardeD for the purpose of aiding with the cost of attending the university, i.e. for tuition, housing, and meals. Scholarships are based on academic achievement, need, and other donor requirements such as location of residence. Mercer University has criteria for the eligibility requirements needed to award a scholarship. Academic Scholarships are based on SAT scores and Grade Point Averages and are awarded by the Office of Admissions. Need based grants are made by the Office of Financial Planning and are made utilizing the federal need formula (FAFSA application). Students must be enrolled full-time to receive University scholarships/grants. Generally speaking, FAFSA data is verified for students who are selected for verification by the federal student aid program.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN HAWKINS
ASSOCIATE PROFESSOR$710,637$0$0$0$0$0$21,000$0$15,390$0$747,027$0$0$0
JOHN HUDSON
PROFESSOR$435,044$0$0$0$0$0$23,860$0$15,476$0$474,380$0$0$0
JALAL GHALI
CHIEF, DIV OF CARDIOLOGY/PROF$416,769$0$0$0$0$0$6,050$0$4,430$0$427,249$0$0$0
WILLIAM BINA
DEAN$363,998$0$0$0$0$0$26,000$0$16,648$0$406,646$0$0$0
WILLIAM UNDERWOOD
PRESIDENT$354,029$0$0$0$0$0$26,000$0$19,340$0$399,369$0$0$0
JEFFREY STEPHENS
PROFESSOR/MEDICAL DIRECTOR$295,786$0$0$0$0$0$19,510$0$18,831$0$334,127$0$0$0
JAMES NETHERTON
EXEC. VP OF ADMIN & FINANCE$295,712$0$0$0$0$0$26,000$0$17,624$0$339,336$0$0$0
DAVID SCOTT DAVIS
PROVOST/PROFESSOR$282,325$0$0$0$0$0$26,000$0$22,815$0$331,140$0$0$0
DAVID BARWICK
EXECUTIVE DIRECTOR, MERC$241,864$0$0$0$0$0$24,525$0$29,600$0$295,989$0$0$0
PENNY ELKINS
SR VP FOR ENROLLMENT MGMT/PROF$246,891$0$0$0$0$0$25,096$0$16,242$0$288,229$0$0$0
RICHARD SWINDLE
SR VP FOR ATLANTA$223,107$0$0$0$0$0$23,000$0$18,004$0$264,111$0$0$0
WILLIAM SOLOMON IV
SR VP AND GENERAL COUNSEL$224,107$0$0$0$0$0$23,061$0$17,614$0$264,782$0$0$0
LARRY BRUMLEY
SR VP FOR MKTG & COMMUNICATION$214,901$0$0$0$0$0$22,091$0$17,117$0$254,109$0$0$0
HEWITT MATTHEWS
DEAN/SR VP FOR HEALTH SCIENCES$278,559$0$0$0$0$0$26,000$0$20,406$0$324,965$0$0$0
JULIA DAVIS
ASSO VP - FINANCE & TREASURER$147,000$0$0$0$0$0$14,700$0$1,012$0$162,712$0$0$0
JOHN PATTERSON
SR VP FOR UNIV. ADVANCEMENT$206,485$0$0$0$0$0$21,548$0$20,076$0$248,109$0$0$0
Lake Lambert
Dean Coll Lib Arts$154,696$0$0$0$0$0$16,325$0$19,960$0$190,981$0$0$0
DANA EILEN
ASSISTANT PROFESSOR$386,940$0$0$0$0$0$0$0$20,948$0$407,888$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE, PERSONAL SERVICES, AND CLUB DUES WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. NOT TREATED AS TAXABLE INCOME.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A5814077802012-02-16$81,211,311REFUNDING SERIES 1999A & 2003falsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B5814077802015-05-15$34,448,050PURCHASE MERCER HOUSING CORPORATIOfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C5814077802013-05-30$70,350,173REFUNDING SERIES 2006A, 2006C & 20falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$81,211,311$0$0$0$0$0$0$0$81,211,311$0Yes (true)falseYes (true)Yes (true)
B$0$0$34,448,050$0$0$0$454,670$0$0$27,286,983$6,706,397$0Yes (true)falseYes (true)Yes (true)
C$0$0$70,350,273$0$0$0$290,049$0$0$12,000,000$58,060,224$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
1271 COUNTERPARTY CO
CfalseYes (true)Yes (true)Yes (true)false0falseYes (true)3.5falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE K, PART I, LINE CFormAndLineReferenceDesc

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DEVELOPMENT AUTHORITY OF BIBB COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN581445945BondIssuerEIN
Bond Issued2009-01-20BondIssuedDt
Issue Price$4,250,000IssuePriceAmt
PurposeFINANCE ENTERPRISE RESOURCE PLANNIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$1,700,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$4,250,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$45,350IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$4,204,650CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Exception To RebateYes (true)ExceptionToRebateInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$6,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,640NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,732NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution50ContributionCnt
Noncash Contributions Rpt F990$12,292,733NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$7,809NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$2,339NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SERVICES3$7,608FMV
Yes (X)SPORT EQUIPMENT6$2,431FMV
Yes (X)MISCELLANEOUS8$9,496FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE M, QUESTION 32AFormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES MERCER UNIVERSITY USES THRID PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 1aVoting Board Members The affairs of the Corporation are managed and controlled by a Board of Trustees, consisting of forty-five (45) regular members who serve for terms of five (5) years each. During the July 1, 2014 and ending June 30, 2015 fiscal year, there were three (3) Life Trustees serving on the Board of Trustees. The President of the University also serves as an ex officio member of the Board of Trustees. Each of these members of the Board of Trustees has the power to vote. During the intervals between meetings of the Board of Trustees, the Executive Committee possesses and may exercise all the powers of the Board in the management and direction of the business and affairs of the Corporation in all cases in which specific direction has not been given by the Board. The Bylaws of the Corporation provide that the Executive Committee shall consist of the Chairman of the Board and the President ex officio and not less than seven (7) additional members chosen from the membership of the Board. All of the members of the Executive Committee are voting members of the Board of Trustees.
Form 990, Part VI, Section A, Line 1bIndependent Board Members The President of the University, who serves as an ex officio voting member of the board of trustees, is compensated as an officer of the corporation, and is thus the only member of the corporation's governing body who is not considered to be "independent."
Form 990, Part VI, Section A, Line 2Family and Business Relationships Members of the Board of Trustees Carolyn T. McAfee and J. Thomas McAfee III have a family relationship (mother and son). Mercer University owns stock in MidCountry Financial Corp. Mercer University President William D. Underwood serves on the MidCountry Financial Corp. Board of Directors, and MidCountry Financial Corp President and Chief Executive Officer Robert F. Hatcher serves as a member of the Board of Trustees. MEMBER OF THE BOARD OF TRUSTEES RICHARD A. SCHNEIDER IS A PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP; AND LIFE TRUSTEE ROBERT L. STEED IS A RETIRED PARTNER IN THE LAW FIRM OF KING & SPALDING, LLP. KING & SPALDING, LLP REPRESENTS MERCER UNIVERSITY IN VARIOUS LEGAL MATTERS FROM TIME TO TIME .
Form 990, Part VI, Section B, Line 11BREVIEW OF FORM 990 Prior to filing, the Form 990 was reviewed in detail by the Executive Committee of the Board of Trustees, and a copy of the finalized Form 990 was then distributed to all members of the Board of Trustees prior to filing.
form 990, part vi, section b, line 12cMonitor and Enforce Compliance with Written Conflict of Interest Policy At each annual meeting of the Board of Trustees, each Trustee, officer, and key employee of the University is required (a) to review the institution's Conflict of Interest Policy for Trustees, Officers, and Key Employees; (b) to disclose any possible personal, familial or business relationships that reasonably could give rise to a conflict of interest involving the University; and (c) to acknowledge by his or her signature that he or she is in accordance with the letter and spirit of the Conflict of Interest Policy. All Trustees, officers and key employees are required to list on a Disclosure Form for Trustees, Officers, and Key Employees those substantive relationships that they maintain (or members of their families maintain) with organizations that do business with the University, or that otherwise could be construed to potentially affect their independent, unbiased judgment in light of their decision-making authority or responsibility. In the event a Trustee, officer or key employee is uncertain as to the appropriateness of listing a particular relationship, the Chair of the Board of Trustees and/or the President is consulted. They, in turn, may elect to consult with legal counsel, the Executive Committee, or the Board of Trustees in executive session. These disclosure forms are collected by the Secretary of the Corporation, and copies are provided annually to the University's independent auditors. Trustees, officers, and key employees who have declared or been found to have a conflict of interest are required to refrain from participating in consideration of proposed transactions, unless for special reasons the Board or administration requests information or interpretation. Persons with conflicts are not allowed to vote or be present at the time of the vote on such transactions. Whenever the Board of Trustees holds a meeting at which (a) a Trustee's, officer's, or key employee's financial interest in a matter is disclosed, (b) a determination regarding the existence of a conflict of interest is made, or (c) a transaction or arrangement with respect to which a Trustee, officer, or key employee has a conflict of interest is considered, the Board's consideration of these issues is documented in the minutes of the meeting. In the interim between annual meetings, each Trustee, officer, and key employee has an ongoing obligation to notify the Board of Trustees promptly of any actual, apparent or potential conflict of interest as it arises.
Form 990, Part VI, Section B, Line 15a & 15BDETERMINING COMPENSATION The Executive Committee of the Board of Trustees has established a Compensation Committee, comprised of the Chair of the Board of Trustees, the Chair of the Executive Committee, and the Chair of the Finance, Investment and Property Committee, each of whom is an independent voting member of the University's governing body. On an annual basis, the Compensation Committee establishes the compensation arrangements for the President of the University, and also reviews the compensation arrangements for each University officer and other key employee who is in a position to exercise substantial influence over the affairs of the University to ensure that such compensation arrangements are reasonable. In carrying out this process, the Compensation Committee obtains and relies upon appropriate comparability data and concurrently documents the basis for its deliberations and decisions. No person having a conflict of interest with respect to the compensation arrangement for any University officer or key employee is present during the discussion and approval of such compensation arrangements.
FORM 990, PART VI, SECTION C, LINE 19Making Governing Documents, Conflict of Interest Policy, and Financial Statements Available to the Public. The University makes its governing documents (i.e., Articles of Incorporation and Bylaws) and its conflict of interest policy available to the general public by posting them on the institution's Web site (http://www.mercer.edu). On an annual basis, the University makes its audited financial statements available to the general public by continuing disclosure through the Electronic Municipal Market Access (EMMA) system of the Municipal Securities Rulemaking Board (MSRB) (http://emma.msrb.org).
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS CHANGE IN FV OF SPLIT INTEREST AGREEMENTS 708,577 CHANGE IN FV OF INTEREST RATE SWAPS 701,678 CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS -1,998,439 ------------ TOTAL -588,184

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDirect Controlling NADirectControllingNACd
Mercer Medicine LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207204846017Practice PlanGA$0na
Abram properties LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167Property InvGA$0na
Aliel Park Investments LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167property InvGA$0na
Preschool Properties LLC
1501 MERCER UNIVERSITY DRIVEMaconGA31207580566167Property InvGA$0na
DLESLIE LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0NA
Pio Nono Stabilization LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167REAL ESTATEGA$0NA
BELL HOUSE MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167TAX CREDITSGAN/A
TATTNALL ARTS MANAGER LLC
1501 MERCER UNIVERSITY DRIVEMACONGA31207580566167TAX CREDITSGAN/A

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Center for Health and Learning IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 MERCER UNIVERSITY DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30341ZIPCd
FieldValueIRS element (for citing)
EIN262442849EIN
Primary ActivitieshealthcarePrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status11PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1naBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxt
CHARITABLE REMAINDER UNITRUSTS (17)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
CHARITABLE REMAINDER ANNUITY TRUSTS (9)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
CHARITABLE REMAINDER TRUSTS (3)
1501 MERCER UNIVERSITY DRIVEMACONGA31207CHAR TRUSTGAMERCER UNIVTRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd