2016-05-12T03:24:56-00:00 2015-06-30 PricewaterhouseCoopers LLP 600 Thirteenth Street Suite 1000 Washington DC 20005 990 2014-07-01 630312914 Samford University SAMF 2057262407 800 Lakeshore Drive Birmingham AL 352292293 Harry B Brock III VP for Business and Financial Affai 2016-05-11 true Travis L Patton 2024141000 2016-05-11 2014 2016-08-17 19:52:53Z T Andrew Westmoreland 800 Lakeshore Dr Birmingham AL 35229 277284308 false X Samford.edu X AL The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibility, and service to others. 44 35 2847 500 88510 21182948 17183376 156409923 163516514 27094977 8394260 1193358 204687848 190287508 37441284 40373687 0 84082749 88467269 0 5951555 65318968 79141630 186843001 207982586 17844847 -17695078 592181673 633671347 243369193 308832294 348812480 324839053 X The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibilty, and service to others. false false 69894410 132344520 Samford University, with its 121 Student to Faculty ratio in the 2014-2015 academic year, offered 26 degree programs in nearly 150 majors to students in ten academic schools. Students were enrolled from more than 40 states and 25 foreign countries. The tuition and fees derived from these students paid the salaries, wages and benefits of the Universitys faculty and staff. 40373687 40373687 Samford University awarded over 40 million in aid to over 4,500 students during the 2014-2015 aid year. 12036663 12675527 Samford University maintains a beautiful campus of academic and administrative buildings and student housing. 35389270 18494087 157694030 true true false false false false false true false true true true false false true false true false true true true true true false false false false false true true true false false false false false false true true true true true false false false true true false false false true 732 0 true 2847 true true true true UK false false false true true false false false false X 44 35 true false false false false false false true true false false true true true true true true true true false AL X T Andrew Westmoreland 2057262727 800 Lakeshore Drive Birmingham AL 352292293 Linda H Bachus Trustee 001.00 X 0 0 0 D Warren Bailey Trustee 001.00 X 0 0 0 John E Bell Jr Trustee 001.00 X 0 0 0 Judge Karon O Bowdre Trustee 001.00 X 0 0 0 Lev H Bragg MD Trustee 001.00 X 0 0 0 The Honorable Albert P Brewer Trustee 001.00 X 0 0 0 Harry B Brock Jr deceased 7292015 Trustee 001.00 X 0 0 0 Victor M Brown Trustee 001.00 X 0 0 0 Dr Charles T Carter Trustee 001.00 X 30500 0 14832 Barney E Champion III Trustee 001.00 X 0 0 0 Boyd E Christenberry Trustee 001.00 X 0 0 0 S Earl Dove Trustee 001.00 X 0 0 0 Dr Gary Fenton Trustee 001.00 X 800 0 0 Dr Joseph C Godfrey Trustee 001.00 X 0 0 0 H Hobart Grooms Jr Trustee 001.00 X 0 0 0 Dr Gerald C Hallmark Trustee 001.00 X 0 0 0 Pete M Hanna Trustee 001.00 X 0 0 0 Elmer B Harris Trustee 001.00 X 0 0 0 Robert Holmes Jr Trustee 001.00 X 0 0 0 C Thomas Houser Trustee 001.00 X 0 0 0 J Theodore Jackson Jr Trustee 001.00 X 0 0 0 James Robert Jackson Trustee 001.00 X 0 0 0 Don Kilgore Trustee 001.00 X 0 0 0 Rev John E King Jr Trustee 001.00 X 0 0 0 Thomas T Lamberth Trustee 001.00 X 0 0 0 Sheri P McKean Trustee 001.00 X 0 0 0 Jerry Newby Trustee 001.00 X 0 0 0 Victor E Nichol Jr Trustee 001.00 X 0 0 0 Gary Ray Pearman Trustee 001.00 X 0 0 0 John C Pittman deceased 42515 Trustee 001.00 X 0 0 0 Alan Register Trustee 001.00 X 0 0 0 Mazen M Sahawneh OD Trustee 001.00 X 0 0 0 Mary Shaw Trustee 001.00 X 0 0 0 Albert L Shumaker Trustee 001.00 X 0 0 0 Zeke W Smith Trustee 001.00 X 0 0 0 Roderic G Steakley Trustee 001.00 X 0 0 0 William J Stevens Trustee 001.00 X 0 0 0 James C Stivender Trustee 001.00 X 0 0 0 Beth Thorne Stukes Trustee 001.00 X 0 0 0 Timothy Vines Trustee 001.00 X 0 0 0 Ronald L Watkins Trustee 001.00 X 0 0 0 W Clark Watson resigned 13115 Trustee 001.00 X 0 0 0 Rhonda C Witcher Trustee 001.00 X 0 0 0 Jay L Wolf Trustee 001.00 X 0 0 0 Theron Andrew Westmoreland President 040.00 X 356127 0 129347 Harry B Brock III formerly VP Finan Executive Vice President 040.00 X 245782 0 76220 John Bradley Creed resigned 63015 Provost and Executive Vice President 040.00 X 264627 0 76135 Roger Philip Kimrey Vice President for Student Affairs and Enrollment Management 040.00 X 223859 0 120914 William R Pittman Vice President for University Advancement 040.00 X 261808 0 67985 Nena Sanders Vice Provost, College of Health Sciences 040.00 X 249055 0 127929 John Carroll former Dean, Cumberland School of Law 040.00 X 224543 0 49119 Michael Crouch Dean, McWhorter School of Pharmacy 040.00 X 115962 0 8845 Henry Strickland Dean, Cumberland School of Law 040.00 X 233572 0 107315 Colin Coyne Chief Strategy Officer 040.00 X 218074 0 44220 James Howard Finch Dean, Brock School of Business 040.00 X 203946 0 50284 Charles Martin Newton Director of Athletics 040.00 X 227740 0 51714 Bennier Seltzer former Head Coach, Mens Basketball 040.00 X 204553 0 7806 Patrick Sullivan former Head Coach, Football 040.00 X 339929 0 98267 3400877 1030932 127 false true false Hoar Construction PO Box 660400 Birmingham AL 35266 Construction Contrator 10168396 Sodexo Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Dining Service 2839452 Campus Dining Service 1517 Scout Trace Hoover AL 35244 Dining Service 2466123 Rite Way Service Inc PO Box 11407 Birmingham AL 35246 Cleaning Service 2396936 Teklinks Inc PO Box 830674 Birmingham AL 35283 Computer Supplies vendor 1536923 67 17183376 619264 17183376 Tuition Fees 900099 132344520 132344520 Dormitory Utilities Fees 721310 12675527 12675527 Food Services Vending 722210 8266818 8266818 Bookstore Sales 451211 2534155 2534155 Educational Workshops/Programs 611710 1973385 1973385 5722109 5719729 2380 163516514 2508891 -227214 2736105 1170000 856656 313344 313344 313344 92025513 86140144 5885369 5885369 Net income from consolidated subsidiaries 531120 880014 880014 880014 190287508 163514134 88510 3616119 0 39684554 39684554 689133 689133 0 2435794 1435095 577471 423228 0 65542479 52271788 10318283 2952408 8399650 6636224 1346320 417106 7529034 5948385 1206775 373874 4560312 3602918 730940 226454 0 201512 8791 192721 244722 244722 0 0 6294436 4693911 1340929 259596 1233810 865481 107393 260936 6649208 5930282 718926 3652819 818786 2821491 12542 0 12036663 12036663 5823597 5292821 273103 257673 0 0 4925333 4925333 0 11761087 11761087 1384093 1384093 Service and service auxiliary 6849195 45401 6802262 1532 Dues, subscriptions, and memberships 1368630 1047377 273973 47280 Miscellaneous expense 573683 573686 Pension liability adjustment 16142842 16142842 0 207982586 157694030 44337004 5951555 23849119 41920622 31971936 29991124 2435054 2704092 636256 444257 1180948 1825627 482206557 216284771 218691561 265921786 218571672 209195048 84158247 69759322 10686880 11909469 592181673 633671347 69176869 82705561 5832531 7085175 148277528 170026914 20082265 49014644 243369193 308832294 X 117868457 98482858 90187664 82219131 140756359 144137064 348812480 324839053 592181673 633671347 -17695078 -5965005 -313344 X false true X true true true X 16639259 17796247 30686655 21182948 17183376 103488485 16639259 17796247 30686655 21182948 17183376 103488485 103488485 10615246 2138488 2973247 2105130 2508891 20341002 31706 136688 88510 256904 12255326 594946 13641104 26491376 150577767 163516514 0.68730 0.67590 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 707774 X X false false 323843012 3573490 3359330 11526250 319249582 294872360 6275388 35433328 12738064 323843012 289110511 4674961 22844019 21757131 294872360 296430729 5198732 98149 12617099 289110511 255706463 3070123 32590058 -5064085 296430729 0.45000 0.42000 0.13000 false false 30613631 30613631 307285675 135433259 171852416 34957363 22362720 12594643 109349888 58488792 50861096 265921786 Financial derivatives and other financial products Closely-held equity interests Limited Partnership Interest 51304636 F Life insurance contracts 72631 F Real Estate 18345773 F Other 36282 F 69759322 Federal income taxes Other liabilities 2829100 Deposits held on behalf of others 7452113 Annuities payable 7968431 Notes payable of consolidated subsidiaries 30765000 49014644 184009159 -5965005 -5965005 189974164 313344 313344 190287508 207982586 207982586 207982586 III 4 The Universitys collections of art are used to enhance the beauty of its Colonial-style buildings, as well as, to maintain these works for the enjoyment of future generations. V 4 The University will use the endowment funds according to donor restrictions for scholarships, fellowships, research, etc., as well as, for purposes designated by the Board for quasi and unrestricted endowments. XI 4b This amount represents unrelated business taxable income from disregarded entities that was not included on the Universitys audited financial statements. true true true true true true true false false false false false false false false true false true 6a The University receives federal financial aid for its students and grant revenue for research. true Europe 1 1 Program Services Educational Classes 2088591 Central America and the Caribbean Program Services Educational Classes 206351 South America Program Services Educational Classes 36642 Middle East and North Africa Program Services Educational Classes 130192 Europe Including Iceland and Greenland Investment 28062266 1 1 1 1 30524042 30524042 Europe Including Iceland and Greenland Program Cost 22101 wire transfer Europe Including Iceland and Greenland Program Cost 20313 wire transfer Europe Including Iceland and Greenland Program Cost 9717 check Europe Including Iceland and Greenland Program Cost 22971 wire transfer Europe Including Iceland and Greenland Program Cost 5306 wire transfer Europe Including Iceland and Greenland Program Cost/cleaning service 28872 bank draft Europe Including Iceland and Greenland Program Cost/Payroll 7058 wire transfer Europe Including Iceland and Greenland Program Cost 15405 credit card Europe Including Iceland and Greenland Program Cost/Utilities 1514 bank draft Europe Including Iceland and Greenland Program Cost/cleaning service 5453 bank draft Europe Including Iceland and Greenland Program Cost 15000 wire transfer Europe Including Iceland and Greenland Program Cost/Lodging 147862 wire transfer Europe Including Iceland and Greenland Program Cost/Lodging 85156 wire transfer Europe Including Iceland and Greenland Program Cost/Lodging 89531 wire transfer Europe Including Iceland and Greenland Program Cost/Lodging 5279 wire transfer Europe Including Iceland and Greenland Program Cost 55937 wire transfer Europe Including Iceland and Greenland Program Cost 22598 wire transfer Central America and the Caribbean Program Cost 28725 wire transfer Central America and the Caribbean Program Cost 14805 wire transfer Middle East and North Africa Program Cost 65816 wire transfer 20 Scholarships Europe Including Iceland and Greenland 73 639462 Student accounts Scholarships Central America and the Caribbean 13 24957 Student accounts Scholarships South America 3 11431 Student accounts Scholarships Middle East and North Africa 7 13283 Student accounts false true true true false Part I Line 4 Funds are credited to the students accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions, who work closely together to ensure proper usage of grant funds. true Scholarships, books and other supplies 4554 39684554 Part I Line 2 Funds are credited to the students accounts for tuition and fees, room and board, books and other supplies. The Office of Student Financial Services consists of both Financial Aid and Bursar functions, who work closely together to ensure proper usage of grant funds. X X X X true true X X X X true false false false false false false false true true Theron Andrew Westmoreland President 345784 10342 60541 68806 485473 Harry B Brock III formerly VP Finan Executive Vice President 242944 2838 60180 16040 322002 John Bradley Creed resigned 63015 Provost and Executive Vice President 261789 2838 51111 25024 340762 Roger Philip Kimrey Vice President for Student Affairs and Enrollment Management 220815 3044 104620 16294 344773 William R Pittman Vice President for University Advancement 255333 6474 53019 14966 329792 Nena Sanders Vice Provost, College of Health Sciences 245029 4026 109302 18627 376984 John Carroll former Dean, Cumberland School of Law 218066 6477 33593 15526 273662 Henry Strickland Dean, Cumberland School of Law 231325 2247 92039 15276 340887 Colin Coyne Chief Strategy Officer 216825 1249 4130 40090 262294 James Howard Finch Dean, Brock School of Business 201612 2334 34349 15935 254230 Charles Martin Newton Director of Athletics 182616 26500 18624 38687 13027 279454 Bennier Seltzer former Head Coach, Mens Basketball 204000 553 106 7700 212359 Patrick Sullivan former Head Coach, Football 274665 59739 5525 84707 13560 438196 Part I Line 1a The First Lady of the University often travels with the President for University business. She serves as executive director of the Samfords Legacy League, an Auxiliary volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. Part I Line 1a The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in their home. Part I Line 1a The University provides social club dues and fees to six of its officers and key employees. The clubs are used to host University events with personal use considered de minimus. Part I Line 1a Housekeeping services at the Presidents home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the Presidents home and the fact that all areas, including personal quarters, are open and available for viewing during these events. Part I Line 8 Two individuals received performance-based bonuses during the year. Amounts paid were set in the agreement signed by both parties within their initial contract or a renewal. Part I Line 4a Bennie Seltzer, Head Mens Basketball Coach, received severance payments equaling 119,000 per his contract. A The Educational Building Authority of the City of Homewood 521442481 437887EU2 2007-02-26 25241000 Construction and renovation of capital projects false false false B The Educational Building Authority of the City of Homewood 521442481 2009-09-24 25000000 Current refunding of Series 2008-B bonds false false false C The Educational Building Authority of the City of Homewood 521442481 2012-07-16 25000000 Construction of capital projects false false false D The Educational Building Authority of the City of Homewood 521442481 437887FW7 2013-07-29 78551420 Current refunding of Series 2001, 2008-A and 2010-A bonds. false false false A 25241000 264750 352000 24624250 2007 false false true true B 25000000 25000000 true false true true C 22350000 22350000 2013 false false true true D 78551420 708435 425324 77417661 true true true A false false false false false false true B false false false false false false true C false false false false false false true D false true false false 0.00010 0.00010 false false true A false false true false false false false false true B false false true false true false false false true C false false true false true false false false true D false false true false false false false false true A true B true C true D true Part V Samford University has written procedures to ensure tax compliance with federal tax requirements however, the procedures do not mandate that Samford enter into the voluntary closing agreement program. Part II Line 3 Bond Issue C The University only performed drawdowns totalling 22,350,000 of the total 25,000,000 issue price. The University will not draw down the additional funds. A The Educational Building Authority of the City of Homewood 521442481 2014-12-22 31000000 Construction and renovation of capital projects false false false A 24580000 49500 24530500 2015 false false false true A false false false false false true A false false true false true false false false true A true Part V Samford University has written procedures to ensure tax compliance with federal tax requirements however, the procedures do not mandate that Samford enter into the voluntary closing agreement programs Part II Line 3 As of June 30, 2015, The University has only drawn down 24,580,000 of the total 31,000,000 issue price. Various 47567 Merit-based Scholarships Various 19030 Tuition discount Lynda Jentsch Family Member of Board Member 74039 See Part V false Riley Westmoreland Family Member of President 17195 See Part V false Part IV Line 1 Lynda Jentsch is a family member of Board Member H. Hobart Grooms, Jr. Part IV Line 2 Riley Westmoreland is a family member of President T. Andrew Westmoreland. X 202 Cost of donated property X 37371 Cost of donated property X 1 4950 Cost of donated property X 29 500706 Average price on day of gift X 10 2513 Cost of donated property X See Part II 26 73522 Resale value 1 false true true Part I Line 25-36 10,500.00 vendor payment-computer equipment Contribution 1 22,878.10 vendor payment-storm shelter Contributions 2 22,048.98 vendor payment-travel Contribution 1 2,900.00 vendor payment-musical instrumentsContribution 1 8,714.80 vendor payment - reception Contributions 7 2,164.00 vendor payments-gift certificates Contributions 4 1,150.00 vendor payment-music Contribution 1 700.00 vendor payments-Student Weekend Contribution 1 700.00 vendor payments-gym memberships Contribution 1 500.00 vendor payment-AL Bar Association Contribution 1 731.00 vendor payment-sports equipment Contributions 2 533.85 vendor payment-law review Contributions 3 1.00 vendor payment-party host Contribution 1. Form 990, Part III, Line 4d Program Service Expenses 35,389,270, Grants and allocations 0, Revenue 18,494,087 Additional program service revenue is derived from food services and vending, bookstore sales, educational workshops/programs, pension liability adjustments and other types of program service revenue. Additional program service expense is created from legal fees, other professional fees, advertising and promotion, office expenses, information technology, travel, interest, depreciation, service and service auxiliary expenses, dues, subscriptions, and memberships, and other types of program service expense. Form 990, Part VI, Section A, Line 2 William R. Pittman, Vice President - University Advancement is the nephew of trustee John C. Pittman deceased 4/25/2015 Harry B. Brock, III - Vice President for Business and Financial Affairs is the son of trustee Harry B. Brock, Jr. deceased 7/29/2015 Form 990, Part VI, Section B, Line 11 The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. Form 990, Part VI, Section B, Line 15 Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities CCCU and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. Form 990, Part VI, Section C, Line 19 The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. SPCAMPUS I LLC 800 Lakeshore Dr Birmingham AL 35229 473344667 Rental Real Estate AL 1169847 20659530 Samford University SPCAMPUS II LLC 800 Lakeshore Dr Birmingham AL 35229 473367549 Rental Real Estate AL 661681 11516704 Samford University SPCAMPUS III LLC 800 Lakeshore Dr Birmingham AL 35229 473334076 Real Estate Investment AL 129692 30217425 Samford University Samford Properties East LLC 800 Lakeshore Dr Birmingham AL 35229 473374730 Land held for use AL 3134246 Samford University Samford University Foundation 800 Lakeshore Dr Birmingham AL 35229 631016371 Educational Research AL 501c3 Line 9 NA false false false false false false false false false false false false false false true true false false false false