CAMPBELL UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL UNIVERSITY (EIN 56-0529940)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-04
- IRS object ID
- 201530949349300308
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-04T10:02:07-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208144827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560529940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES O ROBERTS | InCareOfNm |
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 9108931240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 97 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BUIES CREEK | City |
| State | NC | State |
| ZIP Code | 27506 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES O ROBERTS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9108931240 | PhoneNum |
| Signature | 2015-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Sorrells | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 9108931240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRY M WALLACE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 97 | AddressLine1 |
| City | BUIES CREEK | City |
| State | NC | State |
| ZIP Code | 27506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,583,772,659 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAMPBELL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO GRADUATE STUDENTS WITH EXEMPLARY ACADEMIC AND PROFESSIONAL SKILLS WHO ARE PREPARED FOR PURPOSEFUL LIVES AND MEANINGFUL SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 2762 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $282,422 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $84,711 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,333,669 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,917,630 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $140,263,155 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $151,745,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,004,780 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,489,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,104,851 | PYOtherRevenueAmt |
| CY Other Revenue | $1,219,543 | CYOtherRevenueAmt |
| PY Total Revenue | $179,706,455 | PYTotalRevenueAmt |
| CY Total Revenue | $189,372,281 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,318,117 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,636,997 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,997,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,772,989 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,990,450 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,014,885 | PYOtherExpensesAmt |
| CY Other Expenses | $59,225,023 | CYOtherExpensesAmt |
| PY Total Expenses | $161,330,963 | PYTotalExpensesAmt |
| CY Total Expenses | $179,635,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,375,492 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,737,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $447,010,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,435,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,629,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,655,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $350,380,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $365,779,887 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GRADUATE STUDENTS WITH EXEMPLARY ACADEMIC AND PROFESSIONAL SKILLS WHO ARE PREPARED FOR PURPOSEFUL LIVES AND MEANINGFUL SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $99,160,254 | ExpenseAmt |
| Revenue | $130,709,536 | RevenueAmt |
| Desc | STUDENT EDUCATION SERVICES INCLUDING EDUCATION ADMINISTRATION AND INSTITUTIONAL SUPPORT. THE UNIVERSITY SERVED APPROXIMATELY 4,859 FULL-TIME STUDENTS AND 1,385 PART-TIME STUDENTS. THE UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREES IN ARTS AND SCIENCES, LAW, DIVINITY, PHARMACY, CLINICAL RESEARCH, EDUCATION, BUSINESS, OSTEOPATHIC MEDICINE, PHYSICAL THERAPY, PHYSICIAN ASSISTANT PRACTICE AND PUBLIC HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,636,997 | ExpenseAmt |
| Grant | $56,636,997 | GrantAmt |
| Desc | STUDENT AID TO QUALIFIED STUDENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,658,598 | ExpenseAmt |
| Revenue | $18,862,618 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES INCLUDING STUDENT HOUSING, FOOD SERVICES, BOOKSTORE, AND OPERATION OF KEITH HILLS GOLF COURSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,754,970 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,173,768 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $167,210,819 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 347 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2762 | 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 | false | ForeignFinancialAccountInd |
| 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 |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| 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 | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES O ROBERTS | PersonNm |
| Phone | 9108931240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 97 | AddressLine1 |
| City | BUIES CREEK | City |
| State | NC | State |
| ZIP Code | 27506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN N THOMPSON | ||||||||
| CHAIR | 8.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J KEITH | ||||||||
| VICE-CHAIR | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | |
| CHARLES ALLARD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J BARKER | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| GUILFORD W BASS | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND A BRYAN JR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| WILLIAM E BYRD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| TEDDY JAMES BYRD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| R HENRY CAPPS JR | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID K CLARK | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROGERS CLARK | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| ALLISON C COBB | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID T COURIE SR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H CROSSINGHAM | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CUMMINGS | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| LEAH DEVLIN | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNABELLE L FETTERMAN | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DEXTER FLOYD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| COREY D FURMAN | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD M GORE SR | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | 2.0 | ||
| DAVID J HAILEY | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C HALL JR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| OSCAR N HARRIS | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK B HOLDING SR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| ESTER HOWARD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNA DREW KIRK | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON MARTIN | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| HUGH GORDON MAXWELL III | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| CARLIE C MCLAMB | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD F MCLEOD JR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A MCNEILL JR | ||||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| VANCE NEAL | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PULLY | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT RANSDELL | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| HENRY L SMITH | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK H TAYLOR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| LISA VAUGHN | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA WALKER | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JACK G WATTS SR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P WELLONS | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L WHITEMAN JR | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MELBA L WILLIAMS | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| HARRY G WOMBLE | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C WOMBLE | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| LUBY E WOOD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| BILLY T WOODARD | ||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| HELEN CURRIN | ||||||||
| LIFETIME TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| SADIE NEEL | ||||||||
| LIFETIME TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLARD D SMALL | ||||||||
| LIFETIME TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY WALLACE | ||||||||
| PRESIDENT | 65.0 | Yes (X) | $363,555 | $0 | $60,598 | 1.0 | ||
| JAMES O ROBERTS | ||||||||
| SECRETARY | 60.0 | Yes (X) | $128,280 | $0 | $16,210 | 1.0 | ||
| JOHN KAUFFMAN | ||||||||
| DEAN, COLLEGE OF OSTEOPATHIC M | 60.0 | $340,704 | $0 | $27,169 | Yes (X) | |||
| RONALD MADDOX | ||||||||
| VP, HEALTH PROGRAMS | 50.0 | $261,845 | $0 | $26,720 | Yes (X) | |||
| BRIAN KESSLER | ||||||||
| ASSOC DEAN, CLINICAL AFFAIRS | 60.0 | $230,800 | $0 | $17,952 | Yes (X) | |||
| MELISSA ESSARY | ||||||||
| PROFESSOR, SCHOOL OF LAW | 50.0 | $119,314 | $0 | $7,650 | Yes (X) | |||
| WILLIAM MORRIS | ||||||||
| CHAIR, OSTEOPATHIC MANIPULATIV | 50.0 | $127,601 | $0 | $12,010 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,572,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 108 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARISH GROUP | |||||
| 8 CRESCENT COURT | WEAVERVILLE | NC | 28787 | PUBLICATIONS | $822,243 |
| LITTLE ASSOCIATES ARCHITECTS | |||||
| 5815 WESTPARK DRIVE | CHARLOTTE | NC | 28217 | ARCHITECTURAL/DESIGN | $438,263 |
| BDO USA LLP | |||||
| 5430 WADE PARK BLVD STE 208 | RALEIGH | NC | 27607 | AUDIT/ACCOUNTING/TAX | $327,039 |
| TRI-TRONICS PROFESSIONAL ELECTRONIC | |||||
| PO BOX 1055 | LILLINGTON | NC | 27546 | ELECTRONICS | $107,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,481,495 | GovernmentGrantsAmt |
| All Other Contributions | $9,436,135 | AllOtherContributionsAmt |
| Noncash Contributions | $1,509,343 | NoncashContributionsAmt |
| Total Contributions | $24,917,630 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $130,709,536 | $130,709,536 | |
| AUXILIARY ENTERPRISES | 713910 | $18,862,618 | $18,835,125 | $27,493 |
| ATHLETICS, STUDENT SVC | 900099 | $1,234,628 | $1,234,628 | |
| NCAA CONFERENCE INCOME | 900099 | $652,018 | $652,018 | |
| SCHOOLS & CAMPS | 611710 | $208,595 | $85,427 | $123,168 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,527 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $151,745,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,148,030 | TotalRevenueColumnAmt |
| Exclusion | $2,148,030 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $234,077 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $234,077 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $104,363 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,403,604,449 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,394,263,293 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,341,156 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,341,156 | TotalRevenueColumnAmt |
| Exclusion | $9,341,156 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $144,328 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $137,085 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,243 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUNKU ABDUL RAHMAN COLLEGE | 900099 | $497,084 | $497,084 | ||
| OTHER REVENUE | 900099 | $397,497 | $370,099 | $27,398 | |
| PHARMACY ANALYTICAL LAB | 541380 | $83,642 | $83,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $978,223 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,372,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,599,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $282,422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,572,828 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,636,997 | TotalAmt |
| Program Services | $56,636,997 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,644 | TotalAmt |
| Program Services | $424,154 | ProgramServicesAmt |
| Management And General | $144,490 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,324,391 | TotalAmt |
| Program Services | $49,803,535 | ProgramServicesAmt |
| Management And General | $1,418,360 | ManagementAndGeneralAmt |
| Fundraising | $1,102,496 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,970,311 | TotalAmt |
| Program Services | $2,800,004 | ProgramServicesAmt |
| Management And General | $111,310 | ManagementAndGeneralAmt |
| Fundraising | $58,997 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,022,486 | TotalAmt |
| Program Services | $2,720,826 | ProgramServicesAmt |
| Management And General | $1,213,105 | ManagementAndGeneralAmt |
| Fundraising | $88,555 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,887,157 | TotalAmt |
| Program Services | $3,688,512 | ProgramServicesAmt |
| Management And General | $117,866 | ManagementAndGeneralAmt |
| Fundraising | $80,779 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,322 | TotalAmt |
| Management And General | $50,322 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,848 | TotalAmt |
| Management And General | $216,848 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,883,780 | TotalAmt |
| Program Services | $3,680,885 | ProgramServicesAmt |
| Management And General | $198,728 | ManagementAndGeneralAmt |
| Fundraising | $4,167 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,402 | TotalAmt |
| Program Services | $1,507,759 | ProgramServicesAmt |
| Fundraising | $304,643 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,367 | TotalAmt |
| Program Services | $808,799 | ProgramServicesAmt |
| Management And General | $40,900 | ManagementAndGeneralAmt |
| Fundraising | $12,668 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762,633 | TotalAmt |
| Program Services | $2,733,675 | ProgramServicesAmt |
| Management And General | $28,578 | ManagementAndGeneralAmt |
| Fundraising | $380 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,921,281 | TotalAmt |
| Program Services | $9,843,653 | ProgramServicesAmt |
| Management And General | $30,863 | ManagementAndGeneralAmt |
| Fundraising | $46,765 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,167,140 | TotalAmt |
| Program Services | $2,928,155 | ProgramServicesAmt |
| Management And General | $192,713 | ManagementAndGeneralAmt |
| Fundraising | $46,272 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,378 | TotalAmt |
| Program Services | $461,782 | ProgramServicesAmt |
| Management And General | $71,058 | ManagementAndGeneralAmt |
| Fundraising | $94,538 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,448,638 | TotalAmt |
| Management And General | $2,448,638 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,185,351 | TotalAmt |
| Program Services | $10,185,351 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,670,894 | TotalAmt |
| Program Services | $471,339 | ProgramServicesAmt |
| Management And General | $2,191,377 | ManagementAndGeneralAmt |
| Fundraising | $8,178 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| INSTRUCTIONAL SERVICES | $9,248,698 | $9,248,698 | ||
| AUXILIARY ENTERPRISES | $6,210,863 | $6,210,863 | ||
| STUDENT SERVICES | $2,605,321 | $2,431,378 | $173,943 | |
| OTHER EXPENSES | $2,551,107 | $624,454 | $968,069 | $958,584 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,635,009 | TotalAmt |
| Program Services | $167,210,819 | ProgramServicesAmt |
| Management And General | $9,433,740 | ManagementAndGeneralAmt |
| Fundraising | $2,990,450 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,187 | BOYAmt |
| EOY | $6,917 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,897,599 | BOYAmt |
| EOY | $56,787,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,608,665 | BOYAmt |
| EOY | $9,355,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,168,912 | BOYAmt |
| EOY | $8,726,919 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,587,638 | BOYAmt |
| EOY | $6,082,148 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,178 | BOYAmt |
| EOY | $746,913 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227 | BOYAmt |
| EOY | $102,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $316,245,443 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,763,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,078,232 | BOYAmt |
| EOY | $236,481,744 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,159,953 | BOYAmt |
| EOY | $136,049,325 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,950 | BOYAmt |
| EOY | $2,477,119 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,948 | BOYAmt |
| EOY | $3,618,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,010,489 | BOYAmt |
| EOY | $460,435,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,238,602 | BOYAmt |
| EOY | $7,834,772 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,432,632 | BOYAmt |
| EOY | $3,532,849 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,140,000 | BOYAmt |
| EOY | $60,460,435 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,813,050 | BOYAmt |
| EOY | $22,827,295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,629,941 | BOYAmt |
| EOY | $94,655,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,668,230 | BOYAmt |
| EOY | $196,518,172 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,421,650 | BOYAmt |
| EOY | $79,080,986 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,290,668 | BOYAmt |
| EOY | $90,180,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,380,548 | BOYAmt |
| EOY | $365,779,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,010,489 | BOYAmt |
| EOY | $460,435,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,737,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,647,424 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,643 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,697,055 | BeginningYearBalanceAmt |
| Contributions | $2,546,682 | ContributionsAmt |
| Investment Earnings Or Losses | $12,193,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,867,465 | GrantsOrScholarshipsAmt |
| End Year Balance | $124,569,754 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,431,192 | BeginningYearBalanceAmt |
| Contributions | $4,485,771 | ContributionsAmt |
| Investment Earnings Or Losses | $18,442,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,142,706 | GrantsOrScholarshipsAmt |
| End Year Balance | $132,217,136 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,349,711 | BeginningYearBalanceAmt |
| Contributions | $1,306,258 | ContributionsAmt |
| Investment Earnings Or Losses | $4,102,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,122,633 | GrantsOrScholarshipsAmt |
| End Year Balance | $118,635,480 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,506,443 | BeginningYearBalanceAmt |
| Contributions | $2,335,673 | ContributionsAmt |
| Investment Earnings Or Losses | $21,674,569 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,166,974 | GrantsOrScholarshipsAmt |
| End Year Balance | $115,349,711 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,538,443 | BeginningYearBalanceAmt |
| Contributions | $3,670,701 | ContributionsAmt |
| Investment Earnings Or Losses | $12,838,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,264,209 | GrantsOrScholarshipsAmt |
| End Year Balance | $107,783,428 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.72247 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27753 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $791,050 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,392,120 | OtherCostOrOtherBasisAmt |
| Book Value | $23,183,170 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,715,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,590,178 | DepreciationAmt |
| Book Value | $191,125,043 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,478 | DepreciationAmt |
| Book Value | $24,716 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,782,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,208,966 | DepreciationAmt |
| Book Value | $11,573,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,523,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,948,077 | DepreciationAmt |
| Book Value | $10,575,235 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $236,481,744 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES & DEPOSITS | $3,296,500 |
| ANNUITIES PAYABLE | $7,117,853 |
| ADVANCES FROM GOVT FOR FEDERAL LOANS | $3,962,659 |
| SWAP DERIVATIVES | $7,001,782 |
| OTHER | $1,448,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,827,295 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART V, LINE 1: | THE PRIOR YEAR ENDING BALANCE IN THE ENDOWMENT WAS REDUCED BY $18,520,081 DUE TO CORRECTIONS DISCOVERED DURING THE 5/31/14 FINANCIAL STATEMENT AUDIT. |
| FORM 990, SCHEDULE D, PART V, LINE 4: | THE MISSION OF CAMPBELL UNIVERSITY'S ENDOWMENT IS TO SUPPORT THE UNIVERSITY'S ACTIVITIES IN PERPETUITY WHILE MAINTAINING INTERGENERATIONAL EQUITY. OVER THE YEARS, THE GROWTH OF THE ENDOWMENT HAS ENABLED THE UNIVERSITY TO IMPROVE FINANCIAL AID PACKAGES, BUILD THE FACULTY, LAUNCH PROGRAMS AND SUPPORT A WIDE RANGE OF IMPORTANT NEEDS. THE PURPOSE OF THE BULK OF THE UNIVERSITY'S ENDOWMENT IS TO PROVIDE MERIT AND NEED-BASED SCHOLARSHIPS TO STUDENTS. FUNDING IS ALSO PROVIDED BY THE ENDOWMENT FOR PROFESSORSHIPS AND LECTURE SERIES. |
| FORM 990, SCHEDULE D, PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. WITH RESPECT TO ANY UNRELATED BUSINESS INCOME GENERATED BY THE UNIVERSITY, IT RECORDS INCOME TAXES USING THE LIABILITY METHOD UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIOD THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR TO BE SETTLED. AS OF MAY 31, 2014 AND 2013, THE UNIVERSITY HAD NO DEFERRED TAX ASSETS OR LIABILITIES, NET OF VALUATION ALLOWANCES. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, LINE 3: EXPLANATION OF NONDISCRIMINATION POLICY: | THE UNIVERSITY'S NONDISCRIMINATION POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE FOLLOWING LINK IS PUBLISHED IN ALL UNIVERSITY ADS, THE UNIVERSITY NEWSPAPER AND UNIVERSITY CATALOGS AND PUBLICATIONS: "EEO/AA/MINORITIES/FEMALES/DISABLED/PROTECTED VETERANS" http://www.campbell.edu/employment CAMPBELL UNIVERSITY AFFIRMS ITS STANDING POLICY OF NONDISCRIMINATION IN EMPLOYMENT AND IN ALL OF ITS PROGRAMS AND ACTIVITIES, WITH RESPECT TO RACE, CREED, COLOR, SEX, GENDER, AGE, RELIGION, NATIONAL ORIGIN, DISABILITY, OR STATUS AS A VETERAN, EXCEPT WHERE EXEMPTION IS APPROPRIATE AND ALLOWED BY LAW. |
| FORM 990, SCHEDULE E, LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: | CAMPBELL UNIVERSITY RECEIVES THE FOLLOWING FEDERAL AID FROM THE US DEPARTMENT OF EDUCATION: FEDERAL WORK-STUDY PROGRAM, PELL GRANT, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, PERKINS LOANS, FEDERAL DIRECT STUDENT LOANS, TEACHER EDUCATION ASSISTANCE GRANT, COLLEGE ACCESS CHALLENGE GRANT. US DEPARTMENT OF DEFENSE: RESERVE OFFICER TRAINING CORPS |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | PROVIDE B.S. DEGREE | $20,559 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY ABROAD PROGRAM | $65,116 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDY ABROAD PROGRAM | $5,665 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD PROGRAM | $4,969 |
| Sub-Saharan Africa | 0 | 0 | Program Services | MISSION TRIP | $10,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $106,409 | SubtotalSpentAmt |
| Total Spent | $106,409 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INSTITUTIONAL AID | 3360 | $36,311,038 |
| DIRECT AID SCHOLARSHIPS | 394 | $1,036,474 |
| ENDOWED SCHOLARSHIPS | 1642 | $3,131,177 |
| STATE FUNDS FOR UNIVERSITY STUDENTS | 2072 | $8,877,454 |
| FEDERAL FUNDS FOR UNIVERSITY STUDENTS | 4661 | $7,280,854 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CAMPBELL UNIVERSITY PARTICIPATES IN BOTH FEDERAL AND STATE GRANT PROGRAMS. ALL GRANT PROGRAMS INCLUDE ELIGIBILITY REQUIREMENTS, REPORTING REQUIREMENTS AND FUND MANAGEMENT REGULATIONS AND GUIDELINES. STUDENTS ARE AWARDED ACCORDING TO EACH PROGRAM'S GUIDELINES ONCE ELIGIBILITY HAS BEEN DETERMINED FOR THAT FUND. ELIGIBILITY IS REVIEWED BEFORE TRANSMITTAL/DISBURSEMENT TO THE STUDENT'S ACCOUNT. EACH FEDERAL AND STATE PROGRAM HAS PREDETERMINED REPORTING GUIDELINES AND STANDARDS. THE FUNDS ARE RECONCILED AND FUND BUDGETS ARE REVIEWED MONTHLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY WALLACE | ||||||||||||||
| PRESIDENT | $328,660 | $0 | $0 | $0 | $34,895 | $0 | $54,598 | $0 | $6,000 | $0 | $424,153 | $0 | $0 | $0 |
| JOHN KAUFFMAN | ||||||||||||||
| DEAN, COLLEGE OF OSTEOPATHIC M | $340,704 | $0 | $0 | $0 | $0 | $0 | $27,169 | $0 | $0 | $367,873 | $0 | $0 | $0 | |
| RONALD MADDOX | ||||||||||||||
| VP, HEALTH PROGRAMS | $261,845 | $0 | $0 | $0 | $0 | $0 | $21,560 | $0 | $5,160 | $0 | $288,565 | $0 | $0 | $0 |
| BRIAN KESSLER | ||||||||||||||
| ASSOC DEAN, CLINICAL AFFAIRS | $230,800 | $0 | $0 | $0 | $0 | $0 | $17,952 | $0 | $0 | $248,752 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A: | UNIVERSITY LEASES THE HOME OF THE PRESIDENT OF THE UNIVERSITY, DR. JERRY M. WALLACE, AND REIMBURSES HIM FOR SOME EXPENSES OF THE HOME. ADDITIONAL SERVICES INCLUDING CLEANING AND LAWN MAINTENANCE ARE PROVIDED BY THE UNIVERSITY. FORM 1099-M IS ISSUED TO DR. WALLACE ANNUALLY REPORTING RENTAL INCOME. |
| Form 990, Schedule J, Part I, Line 4b | Dr. Wallace participates in a 457(f) non-qualified plan. $28,038 was contributed to the plan during the year. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 561592154 | BondIssuerEIN |
| CUSIP | 65818PHHS | CUSIPNum |
| Bond Issued | 2009-08-20 | BondIssuedDt |
| Issue Price | $70,000,000 | IssuePriceAmt |
| Purpose | NON HOSPITAL (SECTION 145 (B)) | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $9,540,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $70,000,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $16,887,928 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $172,600 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $52,939,472 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/27/2012 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JERRY WALLACE | |||
| UNIVERSITY PRESIDENT | $97,546 | DR. WALLACE'S DAUGHTER IS EMPL | false |
| JAMES ROBERTS | |||
| OFFICER | $25,716 | ROBERTS' SON, DAUGHTER & SON-I | false |
| RAYMOND A BRYAN JR | |||
| TRUSTEE | $5,239,432 | BRYAN IS CHAIR OF T.A. LOVING | false |
| FRANK B HOLDING SR | |||
| TRUSTEE | $184,604,540 | HOLDING IS EXECUTIVE VICE CHAI | false |
| JAMES CROSSINGHAM | |||
| TRUSTEE | $506,600 | THE UNIVERSITY HOLDS FOR INVES | false |
| VANCE NEAL | |||
| TRUSTEE | $135,035 | NEAL FOUNDED SHORT STOP FOOD M | false |
| ROBERT P WELLONS | |||
| TRUSTEE | $534,700 | WELLONS OWNS & OPERATES WELLON | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: JERRY WALLACE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: UNIVERSITY PRESIDENT (C) AMOUNT OF TRANSACTION: $97,546 (D) DESCRIPTION OF TRANSACTION: DR. WALLACE'S DAUGHTER IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: JAMES ROBERTS (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: OFFICER (C) AMOUNT OF TRANSACTION: $25,716 (D) DESCRIPTION OF TRANSACTION: ROBERTS' SON, DAUGHTER & SON-IN-LAW EMPLOYED FOR VARIOUS PERIODS OF THE YEAR. NEITHER INDIVIDUAL DIRECTLY REPORTS TO ROBERTS AND ALL WERE QUALIFIED FOR POSITIONS WHEN HIRED (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: RAYMOND A. BRYAN, JR. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION: $5,239,432 (D) DESCRIPTION OF TRANSACTION: BRYAN IS CHAIR OF T.A. LOVING COMPANY, INC. THE UNIVERSITY CONTRACTS WITH THE COMPANY ON MAJOR CONSTRUCTION PROJECTS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: FRANK B. HOLDING, SR. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION: $184,604,540 (D) DESCRIPTION OF TRANSACTION: HOLDING WAS EXECUTIVE VICE CHAIR & A DIRECTOR OF FIRST CITIZENS BANK, WITH WHICH THE UNIVERSITY HOLDS VARIOUS CASH, CD & TRUST ACCOUNTS. THE UNIVERSITY INVESTS ENDOWMENT AND OTHER FUND ASSETS WITH FIRST CITIZENS WEALTH MANAGEMENT. THE UNIVERSITY ALSO HELD FOR INVESTMENT VARIOUS STOCKS IN FIRST CITIZENS BANK WITH A FMV OF APPROX $7.3 MILLION AT 5/31/14. THE STOCK HAS SUBSEQUENTLY BEEN SOLD. HOLDING HAS RETIRED FROM ALL POSITIONS AT FIRST CITIZENS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: JAMES CROSSINGHAM (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION: $506,600 (D) DESCRIPTION OF TRANSACTION: THE UNIVERSITY HOLDS FOR INVESTMENT SPENCER'S INCORPORATED OF MT. AIRY CLOSELY-HELD STOCK WITH AN APPRAISED VALUE OF $506,600. CROSSINGHAM IS OWNER OF SPENCER'S INC. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: VANCE NEAL (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION: $135,035 (D) DESCRIPTION OF TRANSACTION: NEAL FOUNDED SHORT STOP FOOD MARTS (NOW RETIRED). THE BUSINESS IS FAMILY-OWNED. THE UNIVERSITY LEASES PROPERTY TO SHORT STOP AND PURCHASES FUEL FROM THE BUSINESS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: ROBERT P. WELLONS (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION: $534,700 (D) DESCRIPTION OF TRANSACTION: WELLONS OWNS & OPERATES WELLONS CONSTRUCTION WITH WHICH THE UNIVERSITY CONTRACTS WITH FOR CONSTRUCTION PROJECTS. (E) SHARING OF ORGANIZATION REVENUES? = NO | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 68 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,421,343 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 43 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES: | OTHER PROGRAM SERVICES INCLUDE SECURITY PROVIDED TO THE COMMUNITY, UNIVERSITY PERFORMING ARTS SERIES, COMMUNITY RELATIONS EXPENDITURES, AND PAYMENTS TO ANNUITANTS UNDER CHARITABLE TRUST AGREEMENTS. |
| FORM 990, PART VI, SECTION A, LINE 2: | Brothers, David Clark and Rogers Clark both serve as Trustees. They own and operate several businesses together including, Sampson-Bladen Oil Co., Waccamaw Transport, Inc., Clark Brothers Dodge, Inc., Clearwater Enterprises, Inc., & Clark Brothers LLC. In addition, trustee Gordon Maxwell III has business relationships with David & Rogers Clark (purchases fuel from their business), Dexter Floyd and Carlton Martin, and a banking relationship with Trustee Frank Holding Sr. William E. Byrd and Thomas J. Keith co-own real estate. A number of trustees likely have banking relationship with First Citizens Bank (Frank B. Holding, Sr.) Oscar Harris serves as Carlie C. McLamb's certified public accountant. Gordon Maxwell, Luther Starling and Benjamin Thompson have various business relationships with other trustees. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE UNIVERSITY PROVIDED DRAFT COPIES OF FORM 990 FOR THE YEAR ENDED 5/31/14 TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES. THE DRAFT COPY WAS EMAILED TO ALL TRUSTEES. ALL MEMBERS WERE REQUESTED TO RESPOND TO THE VICE-PRESIDENT FOR BUSINESS AND TREASURER CONFIRMING REVIEW AND WITH APPROVAL FOR FILING. DETAILED REVIEW WAS COMPLETED BY THE UNIVERSITY'S VICE-PRESIDENT FOR BUSINESS AND TREASURER, COMPTROLLER AND ASSISTANT COMPTROLLER PRIOR TO THE RELEASE OF THE DRAFT TO THE TRUSTEES AND BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | MEMBERS OF THE BOARD OF TRUSTEES ABSTAIN FROM VOTING IF THE VOTE INVOLVES: 1) AN ENTITY IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST OR IN WHICH THE TRUSTEE IS A GENERAL PARTNER OF A PARTY TO A TRANSACTION WITH THE UNIVERSITY; OR 2) ANOTHER ENTITY OF WHICH THE TRUSTEE IS A BOARD MEMBER OR AN OFFICER AND WHEN THE ENTITY IS A PARTY TO THE TRANSACTION AND THE TRANSACTION IS OR SHOULD BE CONSIDERED BY THE BOARD. ADDITIONALLY, THE UNIVERSITY REQUESTS EACH MEMBER OF ITS BOARD OF TRUSTEES COMPLETE A "CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE". THESE ARE REVIEWED BY THE VICE-PRESIDENT FOR BUSINESS AND TREASURER. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B: | THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. AN EVALUATION OF THE PRESIDENT'S PERFORMANCE IN ALL AREAS OF RESPONSIBILITY IS COMPLETED AND DOCUMENTED. A COMPARISON OF PERFORMANCE BETWEEN YEARS IS REVIEWED. EXTERNAL AND PUBLISHED DATA FROM PEER INSTITUTIONS IS REVIEWED FOR REASONABLENESS OF COMPENSATION. THE PRESIDENT OF THE UNIVERSITY ANNUALLY REVIEWS COMPENSATION USING PUBLISHED SALARY INFORMATION COMPILED BY THE NC ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES FOR COMPARABILITY. THE BUDGET IS APPROVED BY THE UNIVERSITY'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 18: | DOCUMENTS ARE RETAINED IN THE OFFICE OF THE VICE-PRESIDENT FOR BUSINESS AND TREASURER. THE OFFICE IS OPEN DURING REGULAR BUSINESS HOURS. DOCUMENTS ARE AVAILABLE UPON REQUEST IN PERSON OR UPON WRITTEN REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19: | NOT MADE AVAILABLE TO THE PUBLIC |
| FORM 990, PART XI, LINE 9 - CHANGES IN NET ASSETS: | MISCELLANEOUS ADJUSTMENT 14,643 TOTAL TO FORM 990, PART XI, LINE 9 14,643 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL UNIVERSITY HEALTH CENTER LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1 |
| City | BUIES CREEK | City |
| State | NC | State |
| ZIP Code | 27506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460756986 | EIN |
| Primary Activities | CLINICAL SERV | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $103,826 | TotalIncomeAmt |
| End Of Year Assets | $87,175 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL UNI | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1 |
| City | BUIES CREEK | City |
| State | NC | State |
| ZIP Code | 27506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680620773 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |