FREED-HARDEMAN UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FREED-HARDEMAN UNIVERSITY (EIN 62-0518288)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-01-14
- IRS object ID
- 201640149349301354
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-14T13:57:00-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620518288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED-HARDEMAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 E MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE WILEY | PersonNm |
| Person Title | FINANCIAL ANALYST | PersonTitleTxt |
| Phone | 7319896006 | PhoneNum |
| Signature | 2016-01-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE WILEY | PrincipalOfficerNm |
| Gross Receipts | $52,423,997 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FHU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | FREED-HARDEMAN UNIVERSITY IS A PRIVATE SCHOOL ASSOCIATED WITH CHURCHES OF CHRIST WHICH EMPHASIZES PHYSICAL AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS TO PREPARE THEM FOR LIVES OF SERVICE TO THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1157 | TotalEmployeeCnt |
| Total Gross UBI | $171,301 | TotalGrossUBIAmt |
| PY Contributions Grants | $30,435,628 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,653,224 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,656,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,939,428 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,349,412 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,660,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,806,561 | PYOtherRevenueAmt |
| CY Other Revenue | $171,301 | CYOtherRevenueAmt |
| PY Total Revenue | $75,248,421 | PYTotalRevenueAmt |
| CY Total Revenue | $52,423,997 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,480,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,978,073 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,042,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,856,547 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $60,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,170,900 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,271,427 | PYOtherExpensesAmt |
| CY Other Expenses | $14,941,846 | CYOtherExpensesAmt |
| PY Total Expenses | $48,794,207 | PYTotalExpensesAmt |
| CY Total Expenses | $47,836,966 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,454,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,587,031 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,830,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,862,488 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,938,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,235,802 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,891,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,626,686 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FREED-HARDEMAN UNIVERSITY IS A PRIVATE SCHOOL ASSOCIATED WITH CHURCHES OF CHRIST WHICH EMPHASIZES THE PHYSICAL AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS SO THEY CAN BETTER SERVE THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Activity | 611000 | ActivityCd |
| Expense | $39,007,608 | ExpenseAmt |
| Grant | $12,978,073 | GrantAmt |
| Revenue | $52,423,997 | RevenueAmt |
| Desc | THE UNIVERSITY CONDUCTED CLASSES FOR APPROXIMATELY 2000 STUDENTS AND GRADUATED APPROXIMATELY 349 DURING THE FISCAL YEAR. THE EXPENSES INCLUDED FACULTY SALARIES AND BENEFITS AND AUXILIARY ENTERPRISES AND THE STAFF AND THE OPERATIONS AND MAINTENANCE TO SUPPORT THEM. | Desc |
| Total Program Service Expenses | $39,007,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TAYLOR JR | PersonNm |
| Phone | 7319896006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 E MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38340 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|
| JOE WILEY | ||||||
| PRESIDENT | 40 | Yes (X) | $277,918 | $0 | $21,573 | |
| MILTON SEWELL | ||||||
| CHANCELLOR | 40 | Yes (X) | $150,826 | $0 | $17,573 | |
| DAVE CLOUSE | ||||||
| VICE-PRESIDENT | 40 | Yes (X) | $118,421 | $0 | $18,370 | |
| SAMUEL JONES | ||||||
| VICE-PRESIDENT | 40 | Yes (X) | $113,864 | $0 | $16,024 | |
| WAYNE SCOTT | ||||||
| VICE-PRESIDENT | 40 | Yes (X) | $107,262 | $0 | $10,404 | |
| CHARLES VIRES | ||||||
| VICE-PRESIDENT | 40 | Yes (X) | $140,098 | $0 | $19,026 | |
| DWAYNE WILSON | ||||||
| VICE-PRESIDENT AND CFO | 40 | Yes (X) | $153,192 | $0 | $16,558 | |
| SHAREN CYPRESS | ||||||
| FACULTY AND DEAN | 40 | $91,158 | $0 | $10,557 | Yes (X) | |
| LEANN SELF-DAVIS | ||||||
| FACULTY AND DEAN | 40 | $90,283 | $0 | $10,396 | Yes (X) | |
| MARK STEINER | ||||||
| FACULTY AND DEAN | 40 | $89,975 | $0 | $16,514 | Yes (X) | |
| TOM DEBERRY | ||||||
| FACULTY | 40 | $89,641 | $0 | $15,968 | Yes (X) | |
| VICKI JOHNSON | ||||||
| ASSOC. VP FOR ACADEMICS | 40 | $88,356 | $0 | $10,587 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,510,994 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $183,550 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIANCE CORP | |||||
| PO BOX 1480 | GLASGOW | KY | 42142 | CONSTRUCTION | $811,378 |
| BRAMBLETT GROUP | |||||
| 106 W MAIN ST | HENDERSON | TN | 38340 | PUBLIC RELATIONS | $148,529 |
| EARL SWENSSON ASSOCIATES | |||||
| PO BOX 410628 | NASHVILLE | TN | 37241 | ARCHITECTURAL | $384,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $409,419 | GovernmentGrantsAmt |
| All Other Contributions | $8,221,493 | AllOtherContributionsAmt |
| Noncash Contributions | $5,125,341 | NoncashContributionsAmt |
| Total Contributions | $9,653,224 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPERATING REVENUE | 611000 | $31,442,326 | $31,442,326 |
| AUXILIARY ENTERPRISES | 611000 | $8,497,102 | $8,497,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,939,428 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $699,907 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $303,455 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,295 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,160 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,160 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,160 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,458,775 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,498,638 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,960,137 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,960,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,960,137 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $403,681 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $251,540 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,141 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $152,141 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,423,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,599,472 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $171,301 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,978,073 | TotalAmt |
| Program Services | $12,978,073 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,918,362 | TotalAmt |
| Program Services | $983,080 | ProgramServicesAmt |
| Management And General | $612,945 | ManagementAndGeneralAmt |
| Fundraising | $1,022,312 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,608,916 | TotalAmt |
| Program Services | $10,049,098 | ProgramServicesAmt |
| Management And General | $2,607,801 | ManagementAndGeneralAmt |
| Fundraising | $952,017 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,932 | TotalAmt |
| Program Services | $456,148 | ProgramServicesAmt |
| Management And General | $90,461 | ManagementAndGeneralAmt |
| Fundraising | $55,323 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,719,699 | TotalAmt |
| Program Services | $1,712,191 | ProgramServicesAmt |
| Management And General | $820,997 | ManagementAndGeneralAmt |
| Fundraising | $186,511 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,638 | TotalAmt |
| Program Services | $760,421 | ProgramServicesAmt |
| Management And General | $163,547 | ManagementAndGeneralAmt |
| Fundraising | $83,670 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,264 | TotalAmt |
| Management And General | $14,264 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,698 | TotalAmt |
| Management And General | $84,698 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,500 | TotalAmt |
| Fundraising | $60,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,203 | TotalAmt |
| Program Services | $256,203 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,074 | TotalAmt |
| Program Services | $469,909 | ProgramServicesAmt |
| Management And General | $393,165 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,345 | TotalAmt |
| Management And General | $220,523 | ManagementAndGeneralAmt |
| Fundraising | $399,822 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,856 | TotalAmt |
| Program Services | $790,724 | ProgramServicesAmt |
| Management And General | $511,049 | ManagementAndGeneralAmt |
| Fundraising | $43,083 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,291 | TotalAmt |
| Program Services | $631,695 | ProgramServicesAmt |
| Management And General | $60,596 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,998 | TotalAmt |
| Program Services | $973,352 | ProgramServicesAmt |
| Management And General | $106,009 | ManagementAndGeneralAmt |
| Fundraising | $67,637 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,975 | TotalAmt |
| Program Services | $89,975 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,111 | TotalAmt |
| Program Services | $693,111 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,210 | TotalAmt |
| Program Services | $2,079,210 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,676 | TotalAmt |
| Program Services | $213,036 | ProgramServicesAmt |
| Management And General | $14,640 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UTILITIES | $2,215,375 | $1,935,413 | $279,962 |
| STUDENT MEALS | $2,247,092 | $2,247,092 | |
| OPERATION AND MAINTENANCE | $694,620 | $220,603 | $474,017 |
| UNRELATED BUSINESS EXPENSES | $203,784 | $203,784 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,468,274 | TotalAmt |
| Program Services | $1,468,274 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,836,966 | TotalAmt |
| Program Services | $39,007,608 | ProgramServicesAmt |
| Management And General | $6,658,458 | ManagementAndGeneralAmt |
| Fundraising | $2,170,900 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,754 | BOYAmt |
| EOY | $1,932,578 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,244,500 | BOYAmt |
| EOY | $193,588 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,725 | BOYAmt |
| EOY | $906,607 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,274 | BOYAmt |
| EOY | $1,527,873 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,829 | BOYAmt |
| EOY | $212,389 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,911 | BOYAmt |
| EOY | $663,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,289,366 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,656,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,149,099 | BOYAmt |
| EOY | $71,632,847 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,654,712 | BOYAmt |
| EOY | $41,155,355 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,688,126 | BOYAmt |
| EOY | $14,637,579 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,830,930 | BOYAmt |
| EOY | $132,862,488 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,941 | BOYAmt |
| EOY | $2,474,144 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,343 | BOYAmt |
| EOY | $1,197,241 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,617 | BOYAmt |
| EOY | $957,958 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,750,219 | BOYAmt |
| EOY | $16,153,212 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,975,000 | BOYAmt |
| EOY | $5,750,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,820,724 | BOYAmt |
| EOY | $6,642,302 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,143 | BOYAmt |
| EOY | $1,060,945 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,938,987 | BOYAmt |
| EOY | $34,235,802 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,949,132 | BOYAmt |
| EOY | $44,120,640 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,069,192 | BOYAmt |
| EOY | $36,399,742 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,873,619 | BOYAmt |
| EOY | $18,106,304 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,891,943 | BOYAmt |
| EOY | $98,626,686 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,830,930 | BOYAmt |
| EOY | $132,862,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,587,031 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,147,712 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,104,138 | BeginningYearBalanceAmt |
| Contributions | $621,128 | ContributionsAmt |
| Investment Earnings Or Losses | $5,530,140 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,227,984 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $237,859 | AdministrativeExpensesAmt |
| End Year Balance | $32,789,563 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,634,383 | BeginningYearBalanceAmt |
| Contributions | $3,223,793 | ContributionsAmt |
| Investment Earnings Or Losses | $4,102,378 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,405,991 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,318,528 | OtherExpendituresAmt |
| Administrative Expenses | $645,840 | AdministrativeExpensesAmt |
| End Year Balance | $43,590,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,384,024 | BeginningYearBalanceAmt |
| Contributions | $2,326,696 | ContributionsAmt |
| Investment Earnings Or Losses | $7,780,884 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,328,067 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $529,154 | AdministrativeExpensesAmt |
| End Year Balance | $43,634,383 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,789,563 | BeginningYearBalanceAmt |
| Contributions | $2,251,992 | ContributionsAmt |
| Investment Earnings Or Losses | $1,937,987 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,329,133 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $266,385 | AdministrativeExpensesAmt |
| End Year Balance | $35,384,024 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | .15300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | .34300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | .50400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,012,601 | OtherCostOrOtherBasisAmt |
| Book Value | $3,012,601 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,238,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,683,085 | DepreciationAmt |
| Book Value | $67,555,405 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,739,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,103,640 | DepreciationAmt |
| Book Value | $636,181 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,298,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $869,794 | DepreciationAmt |
| Book Value | $428,660 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,632,847 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS - LEVEL 1 | $2,464,776 | F |
| ALTERNATIVE INVESTMENTS - LEVEL 2 | $7,947,051 | F |
| PRIVATE EQUITY FUNDS - LEVEL 3 | $2,237,338 | F |
| LAND AND OTHER - LEVEL 3 | $1,988,414 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,637,579 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER UNITRUST AGREEMENTS | $237,951 |
| ANNUITIES PAYABLE | $822,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,060,945 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $54,274,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,147,712 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,147,712 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,126,538 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$702,541 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$702,541 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,423,997 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,539,507 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $702,541 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $702,541 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,836,966 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $47,836,966 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V LINE 4 | SUPPORT OF STUDENT SCHOLARSHIPS AND OPERATING BUDGET ARE THE INTENDED USE OF THE ENDOWMENT FUNDS. |
| PART XI LINE 4B AND PART XII LINE 2D | RENTAL EXPENSES AGAINST GROSS RENTS IN 990-PART VIII LINE 6B OF 284295 PLUS COST OF GOODS SOLD AGAINST GROSS SALES IN 990-PART VIII LINE 10B OF 251540 PLUS DIRECT FUNDRAISING EXPENSES AGAINST GROSS GIFTS IN 990-SCH G PART II LINE 9 OF 166706 702541. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE UNVIERSITY POLICY IS NOTED IN THE SCHOOL CATALOG ON THE SCHOOL'S WEBSITE AND IN BROCHURES. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SPAIN | 0 | 1 | PROGRAM SERVICES | CLASSES TAUGHT | $432 |
| COSTA RICA | 0 | 5 | PROGRAM SERVICES | CLASSED TAUGHT | $42,206 |
| ISRAEL AND GREECE | 0 | 2 | PROGRAM SERVICES | CLASSES TAUGHT | $96,915 |
| EUROPE | 1 | 5 | PROGRAM SERVICES | CLASSES TAUGHT | $293,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Employee | 13 | ContinutationTotalEmployeeCnt |
| Subtotal Spent | $432,994 | SubtotalSpentAmt |
| Total Spent | $432,994 | TotalSpentAmt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | CONSULTANT AND TRANSLATION SERVICES | TypeOfAssistanceTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
| Manner Of Cash Disbursement | BY USA CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1 LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE MONITORED FOR THESE CLASSES ABROAD BY THE INTERNATIONAL STUDIES OFFICE PERSONNEL THROUGH NORMAL ACCOUNTING PROCEDURES OF THE UNIVERSITY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON AND ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ESTATE PLANNING WITH DONORS | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $60,500 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $60,500 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT DINNER | Event1Nm |
| Gross Receipts Event1 | $1,189,018 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $1,189,018 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $166,706 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,189,018 | GrossReceiptsTotalAmt |
| Oth Direct Expnss Total Events | $166,706 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $166,706 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,022,312 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1317 | RecipientCnt |
| Cash Grant | $12,978,073 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III LINE 1 | FormAndLineReferenceDesc |
| Explanation | THESE GRANT FUNDS ARE ALL FOR STUDENTS IN THE FORM OF SCHOLARSHIPS AND IS MONITORED BY THE STUDENT FINANCIAL AID DEPARTMENT AND IS AUDITED FOR COMPLIANCE EACH YEAR AND REPORTED ON THE A-133 AUDIT REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| JOE A WILEY | |||
| $277,918 | $13,000 | $8,573 | $299,491 |
| MILTON R SEWELL | |||
| $150,826 | $7,945 | $9,628 | $168,399 |
| DWAYNE H WILSON | |||
| $153,192 | $8,000 | $8,558 | $169,750 |
| CHARLES H VIRES | |||
| $140,098 | $7,600 | $11,426 | $159,124 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| HEALTH & EDUC FACILITIES BOARD | |||||||
| A | 521339251 | 2005-10-06 | $6,500,000 | BUILD & EQUIP A STUDENT DORMITORY | false | false | false |
| HEALTH & EDUC FACILITIES BOARD | |||||||
| B | 521339251 | 2013-03-20 | $11,678,665 | REFINANCED 3 PREVIOUS BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $6,500,000 | $6,500,000 | 2007 | false | false | Yes (true) | Yes (true) | ||
| B | $11,678,665 | false | false | Yes (true) | Yes (true) | $11,652,016 | $26,649 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | 0.0 |
| B | false | false | false | false | false | false | false | false | 0.0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd |
|---|---|---|
| A | false | false |
| B | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd |
|---|
| A |
| B |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (14 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| THE JOHN & ROSEMARY BROWN FOUNDATION | |||||||
| PAST BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $6,700,000 | $4,187,500 | false | Yes (true) | Yes (true) |
| TERRY & REGINA CREWS | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $500,000 | false | Yes (true) | Yes (true) | |
| TOM ANDERSON | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $200,000 | false | Yes (true) | Yes (true) | |
| JAMES EDMOND | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| LARRY BLOOMINGBURG | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| JOHN AND MARILYN DODD | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| DALE JONES | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $50,000 | $31,250 | false | Yes (true) | Yes (true) |
| BILL MORGAN | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| LYNN & REMONA PATTERSON | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| MILTON & LAUREL SEWELL | |||||||
| CHANCELLOR | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| ROBERT SHACKELFORD | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | $62,500 | false | Yes (true) | Yes (true) |
| TOMMY TOWNSEND | |||||||
| BOARD MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $150,000 | $93,750 | false | Yes (true) | Yes (true) |
| FRIENDS OF FHU LLC | |||||||
| SEVERAL BOARD MEMBERS AND EMPLOYEES | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $1,600,000 | $1,000,000 | false | Yes (true) | Yes (true) |
| JAMES & BECKY GARDNER | |||||||
| FACULTY MEMBER | PAYOFF TAX-EXEMPT BONDS | Yes (X) | $100,000 | false | Yes (true) | Yes (true) | |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,385 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,555,841 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV SECTION B LINE 11B | A COPY OF THE 990 IS SENT TO ALL MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES UPON REQUEST. |
| PART VI SECTION B LINE 12C | AN ELECTRONIC VERSION OF THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO ALL BOARD OF TRUSTEES MEMBERS. ALL MEMBERS SIGN A STATEMENT ACKNOWLEDGING THE POLICY AND UNDERSTAND THAT THERE ARE PENALTIES FOR NON-COMPLIANCE. |
| PART VI SECTION B LINE 15A | THE PRESIDENT'S SALARY IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. EACH YEAR THE COMMITTEE REVIEWS AVAILABLE SALARY SURVEYS FOR EXAMPLE THE SURVEY COMPILED BY THE CHRONICLE OF HIGHER EDUCATION. THE COMMITTEE ALSO CONSIDERS THE PRESIDENT'S PERFORMANCE ESPECIALLY IN REGARD TO METRICS ON THE INSTITUTION'S STRATEGIC PLAN. A PROPOSED CHANGE IN HIS COMPENSATION IS RECOMMENDED BY THE COMMITTEE FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. |
| PART VI SECTION B LINE 15B | THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES ARE SET BY THE PRESIDENT WITH APPROVAL BY THE BOARD OF TRUSTEES. |
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