CHRISTIAN BROTHERS UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN BROTHERS UNIVERSITY (EIN 62-0476666)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-13
- IRS object ID
- 201400139349301710
- Schema version
- 2012v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-13T08:03:24-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 S SHADY GROVE RD STE 400 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476666 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHRI | NameControl |
| Phone | 9013213380 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 EAST PARKWAY SOUTH | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN WORTHAM | Name |
| Title | VP-ADMINISTRATION & FINANCE | Title |
| Phone | 9013213380 | Phone |
| Date Signed | 2014-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN A MAY JR | Name |
| PTIN | P00210965 | PTIN |
| Phone | 9017613000 | Phone |
| Date Prepared | 2014-01-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN WORTHAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 EAST PARKWAY SOUTH | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45931266 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CBU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1871 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF PRIVATE CATHOLIC UNIVERSITY WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 862 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -71873 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3864955 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5088225 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35550411 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35028850 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 323036 | InvestmentIncomePriorYear |
| Investment Income Current Year | 397809 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5319606 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5307818 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45058008 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45822702 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14965659 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15145094 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15825481 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15819459 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 47734 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1075715 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14866919 | OtherExpensePriorYear |
| Other Expenses Current Year | 13872261 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45658059 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44884548 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -600051 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 938154 | RevenuesLessExpensesCY |
| Total Assets BOY | 77629195 | TotalAssetsBOY |
| Total Assets EOY | 80548304 | TotalAssetsEOY |
| Total Liabilities BOY | 22003945 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20759581 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55625250 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59788723 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, CATHOLIC COMPREHENSIVE UNIVERSITY COMMITTED TO PREPARING STUDENTS OF ALL FAITHS AND BACKGROUNDS TO EXCEL IN THEIR PROFESSIONAL AND PUBLIC LIVES BY PROVIDING CHALLENGING EDUCATIONAL OPPORTUNITIES IN THE ARTS, BUSINESS, ENGINEERING, THE SCIENCES, AND TEACHER EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37689641 | Expense |
| Grants | 15145094 | Grants |
| Revenue | 36594185 | Revenue |
| Description | PRIVATE CATHOLIC UNIVERSITY OFFERING UNDERGRADUATE AND GRADUATE DEGREES IN THE TRADITION OF THE CHRISTIAN BROTHERS. THE PRINCIPLE ACTIVITY OF CBU IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. | Description |
| Total Program Service Expense | 37689641 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 87 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 862 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM COCHRANDAN WORTHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9013213381 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 EAST PARKWAY SOUTH | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MR ROBERT G MCENIRY | |||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| MR CHARLES B DUDLEY III | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| MRSJOYCE A MOLLERUP | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||
| MR JAMES ADAMS II | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR JOSEPH BIRCH JR | |||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| MR ALBERT CANTU | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BR KONRAD DIEBOLD FSC | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR LANCE FORSDICK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR RICHARD GADOMSKI | |||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM GRAVES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR MITCH GRAVES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MSGR VAL HANDWERKER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR DOUG MARCHANT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MS LORI PATTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DR STEPHANY SCHLACHTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR JOSH SHIPLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR WAYNE BRAFFORD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR GREG DUCKETT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR STEPHEN DUNAVANT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BR CHRIS ENGLERT FSC | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR PRAVIN THAKKAR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR MCCALL WILSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MS BENA CATES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR MARK R GIANNINI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MR JAMES L REBER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BR MICHAEL QUIRK FSC | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DR MARGARET H WEST M D | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MS LAUREL C WILLIAMS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MS EMILY SAWYER GREER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BROTHER BERNARD LOCOCO FSC | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ME MATTHEW JOHNSON | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| BROTHER LARRY SCHATZ FSC | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| MR JOHN SMARRELLI JR | |||||||
| PRESIDENT OF THE UNIVERSITY | 40.00 | 257688 | 0 | 33621 | X | ||
| MR DANIEL WORTHAM | |||||||
| VP/ADMIN & FINANCE | 40.00 | 128112 | 0 | 9425 | X | ||
| DR JUAN CARLOS OLABE-BASOGAIN | |||||||
| PROFESSOR/ELEC ENGIN | 40.00 | 111608 | 0 | 23733 | X | ||
| DR FRANK BUSCHER | |||||||
| VP/ACADEMICS | 40.00 | 114220 | 0 | 15047 | X | ||
| DR L YU LIN | |||||||
| PROFESSOR | 40.00 | 107036 | 0 | 15170 | X | ||
| DR JOHNNY B HOLMES | |||||||
| PROFESSOR | 40.00 | 100017 | 0 | 84680 | X | ||
| DR ANNE KENWORTHY | |||||||
| PROFESSOR | 40.00 | 100343 | 0 | 22915 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 919024 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 204591 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TICUA BENEFIT CONSORTIUM | |||||
| P O BOX 9501 | AMHERST | NY | 142269501 | EMPLOYEE MEDICAL BENEFITS | 1538791 |
| ARAMARK CORPORATION-CAMPUS DINING | |||||
| 650 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | CAFETERIA SERVICES | 1510824 |
| ARAMARK FACILITIES | |||||
| 650 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | GROUNDS/LANDSCAPING SERVICES | 857815 |
| CHRISTIAN BROTHERS RISK | |||||
| 1205 WINDHAM PARKWAY | ROMEOVILLE | IL | 604461693 | WORKERS COMP/GENERAL INSURANCE SERVICES | 418264 |
| FOLLETT HIGHER EDUCATIONAL GROUP | |||||
| 3146 SOLUTIONS CENTER | CHICAGO | IL | 606773001 | BOOKSTORE SERICES | 244688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Government Grants | 348083 | GovernmentGrants |
| All Other Contributions | 4740142 | AllOtherContributions |
| Total Contributions | 5088225 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 35028850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35028850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35028850 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 397809 | TotalRevenueColumn |
| Exclusion | $397,809 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3515956 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3515956 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3515956 | TotalRevenueColumn |
| Exclusion | $3,515,956 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 219282 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 108564 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110718 | TotalRevenueColumn |
| Exclusion | $110,718 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| OTHER INCOME | 611310 | 1565335 | 1565335 | |
| DORM SUPPORT SERVICES | 611310 | 107309 | $107,309 | |
| ATHLETIC DEPARTMENT REVENUE | 611310 | 8500 | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1681144 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45822702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36594185 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,140,292 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15145094 | Total |
| Program Services | 15145094 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439914 | Total |
| Program Services | 88701 | ProgramServices |
| Management And General | 202174 | ManagementAndGeneral |
| Fundraising | 149039 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13069534 | Total |
| Program Services | 12563175 | ProgramServices |
| Fundraising | 506359 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818948 | Total |
| Program Services | 818948 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493972 | Total |
| Program Services | 493972 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 997091 | Total |
| Program Services | 997091 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83266 | Total |
| Program Services | 83266 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88879 | Total |
| Management And General | 88879 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47734 | Total |
| Fundraising | 47734 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54463 | Total |
| Management And General | 54463 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4276572 | Total |
| Program Services | 1023669 | ProgramServices |
| Management And General | 3252572 | ManagementAndGeneral |
| Fundraising | 331 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161518 | Total |
| Program Services | 135736 | ProgramServices |
| Fundraising | 25782 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 826789 | Total |
| Program Services | 774064 | ProgramServices |
| Fundraising | 52725 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110016 | Total |
| Program Services | 110016 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409984 | Total |
| Program Services | 149435 | ProgramServices |
| Management And General | 1260549 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380434 | Total |
| Program Services | 347572 | ProgramServices |
| Fundraising | 32862 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177125 | Total |
| Program Services | 177125 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779784 | Total |
| Program Services | 779778 | ProgramServices |
| Management And General | 6 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1962396 | Total |
| Program Services | 1962396 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1674839 | Total |
| Program Services | 414290 | ProgramServices |
| Management And General | 1260549 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| OTHER EXPENSES | 811706 | 552417 | 259289 |
| INSTITUTIONAL/STUDENT E | 777646 | 776052 | 1594 |
| BAD DEBT EXPENSE | 283052 | 283052 | |
| MINOR EQUIPMENT | 16907 | 16907 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -3115 | Total |
| Program Services | -3115 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44884548 | Total |
| Program Services | 37689641 | ProgramServices |
| Management And General | 6119192 | ManagementAndGeneral |
| Fundraising | 1075715 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3791649 | BOY |
| EOY | 500233 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5521079 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014480 | BOY |
| EOY | 3230718 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450930 | BOY |
| EOY | 104679 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2337408 | BOY |
| EOY | 2006928 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293434 | BOY |
| EOY | 75109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79422943 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38493154 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42011367 | BOY |
| EOY | 40929789 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24336400 | BOY |
| EOY | 25715711 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1108872 | BOY |
| EOY | 1102514 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1284655 | BOY |
| EOY | 1361544 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77629195 | BOY |
| EOY | 80548304 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1778470 | BOY |
| EOY | 1726788 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15643506 | BOY |
| EOY | 15149754 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4581969 | BOY |
| EOY | 3883039 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22003945 | BOY |
| EOY | 20759581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35493066 | BOY |
| EOY | 36781091 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2205758 | BOY |
| EOY | 4588369 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17926426 | BOY |
| EOY | 18419263 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55625250 | BOY |
| EOY | 59788723 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77629195 | BOY |
| EOY | 80548304 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 938154 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3225317 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 2 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1317199 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26877561 | BeginningOfYearBalance |
| Contributions | 140392 | Contributions |
| Investment Earnings Or Losses | 3582596 | InvestmentEarningsOrLosses |
| Other Expenditures | 1200877 | OtherExpenditures |
| End Of Year Balance | 29399672 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26708042 | BeginningOfYearBalance |
| Contributions | 1879070 | Contributions |
| Investment Earnings Or Losses | -485767 | InvestmentEarningsOrLosses |
| Other Expenditures | 1223784 | OtherExpenditures |
| End Of Year Balance | 26877561 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24795985 | BeginningOfYearBalance |
| Contributions | 100284 | Contributions |
| Investment Earnings Or Losses | 3088152 | InvestmentEarningsOrLosses |
| Other Expenditures | 1276379 | OtherExpenditures |
| End Of Year Balance | 26708042 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23189458 | BeginningOfYearBalance |
| Contributions | 311650 | Contributions |
| Investment Earnings Or Losses | 2620870 | InvestmentEarningsOrLosses |
| Other Expenditures | 1325993 | OtherExpenditures |
| End Of Year Balance | 24795985 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29699511 | BeginningOfYearBalance |
| Contributions | 307719 | Contributions |
| Investment Earnings Or Losses | -5567319 | InvestmentEarningsOrLosses |
| Other Expenditures | 1250453 | OtherExpenditures |
| End Of Year Balance | 23189458 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.34900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1105818 | OtherCostOrOtherBasis |
| Book Value | 1105818 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50433688 | OtherCostOrOtherBasis |
| Depreciation | 16146760 | Depreciation |
| Book Value | 34286928 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4556877 | OtherCostOrOtherBasis |
| Depreciation | 1499942 | Depreciation |
| Book Value | 3056935 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21529950 | OtherCostOrOtherBasis |
| Depreciation | 20359651 | Depreciation |
| Book Value | 1170299 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1796610 | OtherCostOrOtherBasis |
| Depreciation | 486801 | Depreciation |
| Book Value | 1309809 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40929789 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $253,244 |
| UNEARNED TUITION AND FEES | $906,931 |
| AMOUNTS HELD IN CUSTODY FOR OTHERS | $399,304 |
| REFUNDABLE GOVERNMENT LOAN FUNDS | $768,553 |
| DERIVATIVE INSTRUMENTS | $1,555,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3883039 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 34011489 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3225317 | NetUnrealizedGainsInvestments |
| Other Revenues | 108564 | OtherRevenues |
| Revenue Not Rptd F990 | 3333881 | RevenueNotRptdF990 |
| Revenue Subtotal | 30677608 | RevenueSubtotal |
| Other Revenues Not Included | 15145094 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 15145094 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 45822702 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29848016 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 108564 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 108564 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29739452 | ExpensesSubtotal |
| Other Expenses Not Included | 15145096 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15145096 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44884548 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 85 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 108,564. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AFS 15,145,094. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 108,564. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 2. TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AFS 15,145,094. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY IS INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL INCLUDING THE STUDENT COURSE CATALOG, THE EMPLOYEE HANDBOOK, AND EMPLOYEE ADVERTISEMENTS |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: PELL GRANT PROGRAM $2,242,507; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $167,200; FEDERAL WORK-STUDY $182,485; PERKINS LOAN PROGRAM $111,500; FEDERAL DIRECT LOAN PROGRAM $10,680,505;MINORITY INTERNATIONAL RESEARCH TRAINING GRANT $195,000. TOTAL EXPENDITURES OF FEDERAL AWARDS: $13,579,197. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURSUANT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 203421 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 753203421 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN READINESS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 47734 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 47734 | TotalRetainedByContractors |
| Licensed States | TN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TWILIGHT CROSS COUNTRY CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 24627 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 24627 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 7068 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BELL TOWER GALA | NameOfEvent2 |
| Gross Receipts Event2 | 179870 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 179870 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5129 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 41991 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 41711 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 14785 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 14785 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 9665 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 219282 | GrossReceiptsTotal |
| Gross Revenue Total Events | 219282 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 8129 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 41991 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 58444 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 108564 | DirectExpenseSummaryEvents |
| Net Income Summary | 110718 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INSTITUTIONAL SCHOLARSHIPS AND GRANTS | 1019 | 14133773 |
| TUITION REMISSIONS | 42 | 813406 |
| TUITION DISCOUNTS | 121 | 197915 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL INSTITUTIONAL MONEY, GRANTS, ETC. FOLLOW THE FINANCIAL AID MATRIX THAT WAS DESIGNED AND APPROVED BY THE PRESIDENT'S CABINET, OR IF MONEY WAS DONATED FOR SPECIFIC PURPOSES, BY THE WISHES OF THE INDIVIDUAL DONOR. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR JOHN SMARRELLI JR | ||||||||||||||
| PRESIDENT OF THE UNIVERSITY | 237688 | 0 | 20000 | 0 | 0 | 0 | 17190 | 0 | 16431 | 0 | 291309 | 0 | 0 | 0 |
| DR JOHNNY B HOLMES | ||||||||||||||
| PROFESSOR | 88732 | 0 | 0 | 0 | 11285 | 0 | 6521 | 0 | 78159 | 0 | 184697 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD | |||||||
| A | 521283414 | 2010-08-06 | 7836558 | CONSTRUCTION | 0 | 0 | 0 |
| SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD | |||||||
| B | 521283414 | 2010-08-29 | 4766624 | DEBT RETIREMENT | 0 | 0 | 0 |
| SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD | |||||||
| C | 521283414 | 2010-12-29 | 3396818 | DORMITORY ACQUISITION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 241832 | 7594726 | 55118 | 7781440 | 0 | 0 | 1 | 1 | ||
| B | 147096 | 4619528 | 1 | 0 | 1 | 1 | 4766624 | 2011 | ||
| C | 104824 | 3321134 | 0 | 1 | 1 | 1 | 3396818 | 2011 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REGIONS BANK | ||||||||||||
| A | 0 | 0 | 0 | 0 | 1 | 1 | 16.000000000000 | 0 | 0 | 0 | 0 | 0 |
| REGIONS BANK | ||||||||||||
| B | 0 | 0 | 0 | 0 | 1 | 1 | 16.000000000000 | 0 | 0 | 0 | 0 | 0 |
| REGIONS BANK | ||||||||||||
| C | 0 | 0 | 0 | 0 | 1 | 1 | 16.000000000000 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| MRS FORSDICK | ||
| WIFE OF BOARD MEMBER, LANCE FORSDICK | LANCE FORSDICK'S WIFE IS A FORMER TENURED PROFESSOR WHO NOW WORKS PART TIME IN THE INTERNATIONAL INITIATIVES DEPARTMENT AND MADE $15,643.00 IN 2012. | 0 |
| MR MCENIRY | ||
| BOARD MEMBER AND BUSINESS PERSON | MR. MCENIRY'S COMPANY PROVIDED GOODS OR SERVICES TO THE SCHOOL FOR WHICH CBU PAID APPROXIMATELY $3,951.00. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 80300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10341 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS | Description |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 17325 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT AND FINANCE COMMITTEES REVIEW THE 990, AND AN ELECTRONIC COPY IS SENT TO THE FULL BOARD WHO WILL VOTE ON ACCEPTANCE AND SUBMISSION OF THE 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO BECOMING BOARD MEMBERS, THEY ARE MADE AWARE OF THE POLICY. EACH YEAR, THEY ARE ASKED TO FILL OUT A QUESTIONNAIRE DISCLOSING ANY CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES ALONG WITH ANNUAL CUPA SURVEYS | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | ROUNDING 2. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED. | OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT |
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