2016-05-13T10:46:18-05:00 2015-06-30 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2014-07-01 560530003 Queens University of Charlotte % MATTHEW PACKEY QUEE 7043372375 1900 SELWYN AVENUE CHARLOTTE NC 28274 MATTHEW PACKEY CFO/VP FOR ADMINISTRATION 7043372375 2016-05-13 true Sandra L Feinsmith P01064157 4046886841 2014 2016-08-17 19:52:53Z DR PAMELA L DAVIES PHD 1900 SELWYN AVENUE CHARLOTTE NC 28274 126628178 false X www.queens.edu X 1896 NC QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENTS' LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. 34 34 1109 588 152263 21448 13083300 11966141 57304825 59468717 4687420 4480546 36549 24686 75112094 75940090 17959269 19408352 0 0 29731068 30867961 0 0 1786690 24132081 24238657 71822418 74514970 3289676 1425120 232436439 232069231 77959151 78206163 154477288 153863068 QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENTS' LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. false false 54664398 19408352 59468717 Queens University of Charlotte is a private, Co-ed, Presbyterian-Affiliated comprehensive University with a commitment to both liberal arts and professional studies. Located in the heart of historic Charlotte, Queens serves approximately 2,200 Undergraduate and Graduate students through its College of Arts and Sciences, McColl School of Business, The Blair College of Health, The Presbyterian School of Nursing, Wayland H. 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LINES OF CREDIT 8909963 13869536 X ENDOWMENT FUNDS SCHEDULE D, PART V THE INTENDED USES OF THE UNIVERSITY'S ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, PROFESSORSHIPS, FACULTY DEVELOPMENT, BUILDING & GROUNDS, LIBRARY, ACADEMIC AND OTHER. FIN 48 (ASC) FOOTNOTE SCHEDULE D, PART X, LINE 2 The University analyzed its tax positions for the year ended June 30, 2015 and determined that there were no uncertain tax positions that would have a material impact on the University's financial statements. The University recognizes interest and penalties,if any, related to unrecognized tax benefits as income tax expense in the statement of activities. During the year, the University did not accrue any interest or penalties. true true true true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY SCHEDULE E, LINE 3 Queens University of Charlotte published the following statement in its admission materials, application, and its website: "Admissions is granted to qualified applicants without regard to race, age, creed, handicap, sexual orientation or national or ethnic origin". FINANCIAL AID/ASSISTANCE FROM A GOVERNMENTAL AGENCY SCHEDULE E, LINE 6A The university participates in a variety of federal financial aid programs including the Pell Grant Program, Federal Supplemental Educational Opportunity Grant (SEOG) Program, Federal Work Study Program and Federal Direct and Perkins Loan Programs. The university also receives various federal grants and contracts for academic programming and scientific research. The university receives assistance from the state of North Carolina including the North Carolina Need Based Scholarship, the North Carolina Forgivable Education Loan Program and the North Carolina Teaching Fellows Program. B.W. GOLF TOURN 52248 28825 23423 5880 780 3610 athl golf tourn 18860 1910 16950 3375 1522 520 0 71108 30735 40373 9255 2302 4130 15687 24686 true SCHOLARSHIPS 1506 19373747 WORK STUDY PROGRAMS 143 34605 MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 Scholarships and fellowships are awarded by Queens University of Charlotte to students based on their academic achievement, talent in the fine arts, and participation in intercollegiate athletics. The awards are based on their performance levels. Students are also awarded need-based scholarships and grants based on their need as established by completing the Free Application for Federal Student Aid (FAFSA) and, if applicable, by specific criteria and guidelines for other federal and state programs. X X true true X X X X X X false false false true false false false false false JOHN BENNETT ASSOC PROF, BEHAVIORAL SCIENCE 96422 0 0 0 97461 0 7447 0 10395 0 211725 0 0 0 james bullock VP for University Advancement 202504 0 41667 0 7918 0 15487 0 10808 0 278384 0 0 0 MATTHEW PACKEY CFO/VP FOR ADMINISTRATION 203903 0 0 0 481 0 15818 0 20879 0 241081 0 0 0 A Goke-Pariola thru 63014 VP for academic affairs 205624 0 0 0 17051 0 15450 0 26390 0 264515 0 0 0 brian ralph vp for enrollment management 162323 0 0 0 255 0 13125 0 26894 0 202597 0 0 0 rebecca anderson vp marketing & community relat 130963 0 0 0 192 0 10500 0 22607 0 164262 0 0 0 NANCY MCNELIS AVP ADV/MANAGING DIR EXT REL 130587 0 41250 0 33207 0 9891 0 2832 0 217767 0 0 0 william sparks associate professor, mgmt sci 151551 0 0 0 90024 0 12253 0 6912 0 260740 0 0 0 PAMELA L DAVIES PRESIDENT, EX-OFFICIO, B.O.T. 304115 0 0 0 19041 0 19500 0 64286 0 406942 0 0 0 RON SHIFFLER DEAN, MCCOLL SCHOOL OF BUS. 234305 0 0 0 5988 0 17801 0 7628 0 265722 0 0 0 HARRY BOWEN PROFESSOR, INT'L BUS & FIN 118034 0 0 0 41545 0 9694 0 21204 0 190477 0 0 0 LYNN MORTON VP for Academic Affairs 155150 0 0 0 7037 0 12547 0 26327 0 201061 0 0 0 RESIDENCE FOR PERSONAL USE AND SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1A Queens owns and provides a residence for the President which is located on the campus. This residence is used frequently for business purposes such as meetings, receptions, and entertaining donors. The business value was not treated as taxable compensation. Queens also provides the President with a membership to a country club (Myers Park Country Club). This membership is used primarily for business purposes such as meetings, receptions and entertaining donors. The value was not treated as taxable compensation. DETERMINING COMPENSATION SCHEDULE J, PART I, LINE 3 The Presidents compensation is determined and approved by the Compensation Committee of the Board of Trustees. This committee utilizes information from the 990 returns of other benchmark institutions, compensation surveys of other private colleges and universities, and other benchmarks obtained by the members of the committee as information in the compensation determination process. These discussions are documented in the minutes and files of the compensation committee. COMPENSATION CONTINGENT UPON THE REVENUES OF THE ORGANIZATION SCHEDULE J, PART I, LINE 5A The Compensation Committee implemented a Compensation Philosophy for the officers of the organization through the application of the following considerations: * Base salary will be set so that the targeted positioning of an Officer is the 50th percentile of the target market for each position. The actual base salary for an individual Officer relative to the target market pay will be set by the Committee based on the individual's unique background, experiences, personal skills and abilities (including creativity, growth-orientation and discipline) as well as based on the business challenges facing the Organization which require the use of such attributes or skills. * Annual incentive compensation, if any, will be delivered according to a guideline that approximates the market 75th percentile total cash compensation for commensurate performance. The Committee has the discretion to deliver annual incentives above or below the 75th percentile based on individual circumstances and performance conditions. The aim of annual incentives is to drive and reward consistent improvement in performance. Goals to achieve an incentive payout include, but are not limited to, targets at different levels for total revenues of the organization. DEFERRED COMPENSATION SCHEDULE J, PART II, COLUMN (C) AMOUNTS REPORTED AS DEFERRED COMPENSATION ARE EMPLOYER CONTRIBUTIONS TO THE DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN, WHICH IS APPLICABLE TO ALL PARTICIPATING EMPLOYEES. A PUBLIC FINANCE AUTHORITY 273866124 2013-12-19 55915000 refund issues false false false A 0 0 55915000 0 0 0 395000 0 0 0 55520000 0 true false true true A false false false false 0 false false false true A false true false false 0 false 0 false true A true SCHEDULE K SUPPLEMENTAL INFORMATION PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. CAROLINE WANNAMAKER SINK TRUSTEE 165646 CONSULTING false PART IV, LINE 1: BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS Caroline is a partner at Robinson Bradshaw & Hinson, PA (RBH). RBH regularly PROVIDES CONSULTING SERVICES TO Queens on various issues. X 62 2673003 FMV X 1 62300 fmv X GIFT CERTIFICATES 6 255 FMV X PORTRAITS 2 9600 FMV X FURNITURE/HOUSEHOLD ITEMS 2 18084 FMV X CERAMIC LIBRARY 1 2000 FMV X MISC 1 2500 FMV 0 false true false SCHEDULE M, PART I, LINE 33 THE UNIVERSITY DOES NOT SEEK AN APPRAISAL, NOR DOES THE UNIVERSITY RECORD AS REVENUE, ANY NONCASH ITEM DONATED UNLESS THE DONOR PROVIDES AN INDEPENDENT THIRD PARTY APPRAISAL AS PART OF FORM 8283. THE STOCK GIFTED TO QUEENS IS SOLD IMMEDIATELY UPON THE TRANSFER, WHICH IS HOW A CASH VALUE IS DETERMINED FOR THE STOCK. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, QUESTION 11B Prior to filing the Form 990, the Compensation Committee of the Board of Trustees reviewed the compensation-related sections of the draft Form 990, and all voting members of the Board of Trustees were provided with access to the draft Form 990 via a secure website. MONITORING CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C At least annually, all employees are reminded of the Universitys conflict of interest policy and all new employees are educated about the policy during the hiring process. Supervisors look for potential conflicts of interest for employees under their supervision and disclose such potential conflicts as necessary. DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15A AND B The Presidents compensation is determined and approved by the Compensation Committee of the Board of Trustees. The committee utilizes an independent compensation consulting firm as well as information from the 990 returns of other benchmark institutions, compensation surveys of other private colleges and universities, and other benchmarks obtained by the members of the committee as information in the compensation determination process. These discussions are documented in the minutes and files of the compensation committee. The President determines the compensation for the other officers of the university. She utilizes information from the 990 returns of other benchmark institutions, compensation surveys of other private colleges and universities, and other benchmark data in the compensation determination process. DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, QUESTION 19 NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC; HOWEVER, ANY OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. QUEENS UNIVERSITY ENDOWNMENT 220 N TRYON STREET CHARLOTTE NC 28202 472298734 EDUCATION NC 501(C)(3) TYPE I NA false true true false false false false false false false false false false false false false false false false