BIRMINGHAM-SOUTHERN COLLEGE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BIRMINGHAM-SOUTHERN COLLEGE (EIN 63-0288811)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-08
- IRS object ID
- 201400989349300400
- Schema version
- 2012v2.3
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-08T06:58:48-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Peachtree Street Suite 700 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303094516 | 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 | 630288811 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birmingham-Southern College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MR ELI PHILLIPS | InCareOfName |
| Name Control | BIRM | NameControl |
| Phone | 2052264630 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Arkadelphia Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELI PHILLIPS | Name |
| Title | CFO & VP FOR FINANCE | Title |
| Phone | 2052264630 | Phone |
| Date Signed | 2014-04-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra L Feinsmith | Name |
| Phone | 4046886841 | Phone |
| 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 | general charles krulak | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 73851364 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bsc.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1856 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 873 | TotalNbrEmployees |
| Total Nbr Volunteers | 74 | TotalNbrVolunteers |
| Total Gross UBI | -77363 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -77363 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9116266 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16501034 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 52903744 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 51007611 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 172767 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6150803 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91409 | OtherRevenuePriorYear |
| Other Revenue Current Year | 191916 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62284186 | TotalRevenuePriorYear |
| Total Revenue Current Year | 73851364 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21125948 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20459306 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19701135 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20359222 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1124969 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26147123 | OtherExpensePriorYear |
| Other Expenses Current Year | 25170586 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66974206 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65989114 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4690020 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7862250 | RevenuesLessExpensesCY |
| Total Assets BOY | 189448079 | TotalAssetsBOY |
| Total Assets EOY | 196115011 | TotalAssetsEOY |
| Total Liabilities BOY | 79273676 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76588669 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110174403 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 119526342 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Birmingham-Southern College prepares men and women for lives of significance. The College fosters intellectual and personal development through excellence in teaching and scholarship and by challenging students to engage their community and the greater world, to examine diverse perspectives, and to live with integrity. A residential, baccalaureate liberal arts institution, Birmingham-Southern honors its Methodist heritage of informed inquiry and meaningful service. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 33913033 | Expense |
| Grants | 20459306 | Grants |
| Revenue | 51007611 | Revenue |
| Description | Educational Opportunities for Students During The 2012-2013 SCHOOL YEAR- The total experience at BSC focuses on the student and their intellectual and ethical development. We offer them opportunities for spiritual and physical well being, and our academic program challenges them to understand a range of disciplines, while requiring the in-depth study of one. There is much about our college that is distinct. We have a dedicated faculty who maintain their tradition of undergraduate scholarship and research; we have an Exploration Term; and we emphasize leadership studies and service-learning, cross-cultural opportunities, on- and off-campus mentor relationships, and an education within a liberal arts context. | Description |
| Total Program Service Expense | 33913033 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 274 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 873 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR ELI PHILLIPS | NamePerson |
| Telephone Number | 2052264630 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | OfficerOfficer | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MS ANN E ADAMS | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | |||
| MR DAN ANDERSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR W MICHAEL ATCHISON | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR CARL F BAILEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR DAVID R BAKER | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR JOHN B BARNETT iii | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| DR PETER D BUNTING | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR DANIEL B COLEMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| mr charles w daniel | ||||||||
| director | 1.0 | 0.0 | X | |||||
| MR H CORBIN DAY | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| Mr Denson N Franklin III | ||||||||
| Secretary | 1.0 | 0.0 | X | X | ||||
| Mr T Morris Hackney | ||||||||
| chair building/grounds committ | 1.0 | 0.0 | X | |||||
| MR EDWARD L HARDIN Jr | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR DONALD E HESS | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR DONALD M JAMES | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| Dr Wayne W Killion Jr | ||||||||
| Chair of the Board | 1.0 | 0.0 | X | X | ||||
| bishop paul l leeland | ||||||||
| director | 1.0 | 0.0 | X | |||||
| MR CLAY C LONG | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR JOHN J MCMAHON JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| DR WILLIAM B MORGAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR C DOWD RITTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| Mr Bruce F Rogers | ||||||||
| Vice Chair of the Board | 1.0 | 0.0 | X | X | ||||
| Mr George B Salem | ||||||||
| Chair Athletic Affairs Comm. | 1.0 | 0.0 | X | |||||
| rev david saliba | ||||||||
| director | 1.0 | 0.0 | X | |||||
| MR HERBERT A SKLENAR | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| Mr David M Smith | ||||||||
| Chair Academic affairs comm. | 1.0 | 0.0 | X | |||||
| MR TERRY SMILEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| DR SC STANFORD | ||||||||
| Director | 1.0 | 0.0 | X | |||||
| Mr James T Stephens | ||||||||
| chair executive committee | 1.0 | 0.0 | X | X | ||||
| MR KEVIN RICHARD STUMP SR | ||||||||
| chair institutional advan comm | 1.0 | 0.0 | X | |||||
| Mr William A Terry | ||||||||
| chair finance & invest committ | 1.0 | 0.0 | X | |||||
| DR PAULETTE B THOMPSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| DR JOHN KEVIN TUCKER | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| BISHOP DEBBIE WALLACE-PADGETT | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MR JOHN WATTS sr | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| REVEREND ROBIN C WILSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| DR ANDREW R WOLFE | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||
| MRs DELYNN ZELL | ||||||||
| chair audit committee | 1.0 | 0.0 | X | |||||
| General Charles Krulak | ||||||||
| President | 40.0 | 0.0 | X | |||||
| dR MARK SCHANTZ | ||||||||
| PROVOST | 40.0 | 0.0 | 161798 | X | 10370 | |||
| dr kathleen rossmann | ||||||||
| VP OF ENROLLMENT MANAGEMENT | 40.0 | 0.0 | 185000 | X | 213 | |||
| Mr LANE ESTES | ||||||||
| VP FOR ADMINISTRATION | 40.0 | 0.0 | 124299 | X | 10370 | |||
| MR ANTHONY HAMBEY | ||||||||
| VP FOR INFORMATION TECHNOLOGY | 40.0 | 0.0 | 115798 | X | 10370 | |||
| SHERI S SALMON | ||||||||
| ASSOC VP FOR ADMISSIONS | 40.0 | 0.0 | 101487 | X | 10370 | |||
| MR JAMES WAGNON | ||||||||
| VP FOR COMMUNICATIONs | 40.0 | 0.0 | 106687 | X | 6031 | |||
| dR DAVID EBERHARDT | ||||||||
| VP FOR STUDENT DEVELOPMENT | 40.0 | 0.0 | 92665 | X | 10370 | |||
| MR ELI PHILLIPS | ||||||||
| CFO & VP for FINANCE | 40.0 | 0.0 | 185000 | X | 213 | |||
| MR JOE DEAN | ||||||||
| athletics director | 40.0 | 0.0 | 231561 | 4536 | X | |||
| MR A DUANE REBOUL | ||||||||
| INSTRUCTOR | 40.0 | 0.0 | 170390 | 4014 | X | |||
| MS SUSAN K HAGEN | ||||||||
| ASSOCIATE PROVOST | 40.0 | 0.0 | 114528 | 3976 | X | |||
| MS NATALIE M DAVIS | ||||||||
| PROFESSOR | 40.0 | 0.0 | 108809 | 3970 | X | |||
| dR H WAYNE SHEW | ||||||||
| PROFESSOR | 40.0 | 0.0 | 105513 | 8993 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1803535 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 83796 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Corporation | |||||
| 1101 Market Street 24th Floor | PHILADELPHIA | PA | 191072988 | food service | 4108494 |
| APOGEE telecom services | |||||
| 715 WEST 23RD STREET | AUSTIN | TX | 78705 | IT SERVICES | 625906 |
| ABM ENGINEERING SERVICES | |||||
| 261 LYON LANE | BIRMINGHAM | AL | 35211 | ENGINEERING | 542564 |
| SOUTHERN BUILDING MAINTENANCE | |||||
| 2860 VESTAVIA FOREST DRIVE | BIRMINGHAM | AL | 35216 | MAINTENANCE | 515154 |
| LANDSCAPE SERVICES | |||||
| 4641 HWY 280 | BIRMINGHAM | AL | 35242 | LANDSCAPE | 464254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 585773 | GovernmentGrants |
| All Other Contributions | 15915261 | AllOtherContributions |
| Noncash Contributions | 3472803 | NoncashContributions |
| Total Contributions | 16501034 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 36334917 | 36334917 |
| DORM REVENUES | 611710 | 7689124 | 7689124 |
| CAFETERIA | 611710 | 4550828 | 4550828 |
| BOOKSTORE SALES | 611710 | 1064889 | 1064889 |
| OTHER SOURCES | 611710 | 1367853 | 1367853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 51007611 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1216042 | TotalRevenueColumn |
| Unrelated Business Revenue | -77363 | UnrelatedBusinessRevenue |
| Exclusion | $1,293,405 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 191916 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 191916 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 191916 | TotalRevenueColumn |
| Exclusion | $191,916 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4934761 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4934761 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4934761 | TotalRevenueColumn |
| Exclusion | $4,934,761 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73851364 | TotalRevenueColumn |
| Related Or Exempt Function Income | 51007611 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -77363 | UnrelatedBusinessRevenue |
| Exclusion | $6,420,082 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20459306 | Total |
| Program Services | 20459306 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1847424 | Total |
| Program Services | 936488 | ProgramServices |
| Management And General | 910936 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15094440 | Total |
| Program Services | 8071604 | ProgramServices |
| Management And General | 6215313 | ManagementAndGeneral |
| Fundraising | 807523 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2222993 | Total |
| Program Services | 961122 | ProgramServices |
| Management And General | 1192668 | ManagementAndGeneral |
| Fundraising | 69203 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194365 | Total |
| Program Services | 645740 | ProgramServices |
| Management And General | 490738 | ManagementAndGeneral |
| Fundraising | 57887 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159573 | Total |
| Management And General | 159573 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196393 | Total |
| Management And General | 196393 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346470 | Total |
| Management And General | 346470 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5488666 | Total |
| Program Services | 194380 | ProgramServices |
| Management And General | 5294286 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861297 | Total |
| Program Services | 7223 | ProgramServices |
| Management And General | 766319 | ManagementAndGeneral |
| Fundraising | 87755 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5843755 | Total |
| Program Services | 1616789 | ProgramServices |
| Management And General | 4140355 | ManagementAndGeneral |
| Fundraising | 86611 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695145 | Total |
| Management And General | 695145 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3403986 | Total |
| Program Services | 1872 | ProgramServices |
| Management And General | 3402114 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1119797 | Total |
| Program Services | 816935 | ProgramServices |
| Management And General | 286872 | ManagementAndGeneral |
| Fundraising | 15990 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161033 | Total |
| Program Services | 134794 | ProgramServices |
| Management And General | 26239 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2756010 | Total |
| Management And General | 2756010 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3803384 | Total |
| Management And General | 3803384 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335077 | Total |
| Program Services | 66780 | ProgramServices |
| Management And General | 268297 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65989114 | Total |
| Program Services | 33913033 | ProgramServices |
| Management And General | 30951112 | ManagementAndGeneral |
| Fundraising | 1124969 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7768269 | BOY |
| EOY | 12805235 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6501977 | BOY |
| EOY | 5618243 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 925818 | BOY |
| EOY | 981702 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5201092 | BOY |
| EOY | 4756818 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 211848090 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 102442315 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112261874 | BOY |
| EOY | 109405775 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47187779 | BOY |
| EOY | 51314834 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9601270 | BOY |
| EOY | 11232404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189448079 | BOY |
| EOY | 196115011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1168947 | BOY |
| EOY | 1216698 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26315000 | BOY |
| EOY | 25165527 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40570679 | BOY |
| EOY | 39481498 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11219050 | BOY |
| EOY | 10724946 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79273676 | BOY |
| EOY | 76588669 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42664843 | BOY |
| EOY | 45904363 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12997241 | BOY |
| EOY | 17254474 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54512319 | BOY |
| EOY | 56367505 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110174403 | BOY |
| EOY | 119526342 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189448079 | BOY |
| EOY | 196115011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 7862250 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1489689 | ReconciliationUnrealizedInvest |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46714497 | BeginningOfYearBalance |
| Contributions | 1326001 | Contributions |
| Investment Earnings Or Losses | 5395769 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2057332 | GrantsOrScholarships |
| Other Expenditures | 1042308 | OtherExpenditures |
| Administrative Expenses | 293657 | AdministrativeExpenses |
| End Of Year Balance | 50042970 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52094376 | BeginningOfYearBalance |
| Contributions | 1112199 | Contributions |
| Investment Earnings Or Losses | -2202335 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2396469 | GrantsOrScholarships |
| Other Expenditures | 1573721 | OtherExpenditures |
| Administrative Expenses | 319553 | AdministrativeExpenses |
| End Of Year Balance | 46714497 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56623075 | BeginningOfYearBalance |
| Contributions | 3152614 | Contributions |
| Investment Earnings Or Losses | 6890502 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3751548 | GrantsOrScholarships |
| Other Expenditures | 10820267 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 52094376 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66364888 | BeginningOfYearBalance |
| Contributions | 3067131 | Contributions |
| Investment Earnings Or Losses | 6629770 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9065466 | GrantsOrScholarships |
| Other Expenditures | 6795618 | OtherExpenditures |
| Administrative Expenses | 3577630 | AdministrativeExpenses |
| End Of Year Balance | 56623075 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100725748 | BeginningOfYearBalance |
| Contributions | 3017228 | Contributions |
| Investment Earnings Or Losses | -19909926 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1619701 | GrantsOrScholarships |
| Other Expenditures | 15848461 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 66364888 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2721611 | OtherCostOrOtherBasis |
| Book Value | 2721611 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 159034395 | OtherCostOrOtherBasis |
| Depreciation | 61758274 | Depreciation |
| Book Value | 97276121 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22592233 | OtherCostOrOtherBasis |
| Depreciation | 16836910 | Depreciation |
| Book Value | 5755323 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18118792 | OtherCostOrOtherBasis |
| Depreciation | 15973454 | Depreciation |
| Book Value | 2145338 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9381059 | OtherCostOrOtherBasis |
| Depreciation | 7873677 | Depreciation |
| Book Value | 1507382 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 109405775 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 2166509 |
| BENEFICIAL INTEREST IN TRUSTS | 8065895 |
| BEQUESTS RECEIVABLE | 1000000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11232404 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SALARIES AND BENEFITS PAYABLE | $3,493,288 |
| OTHER LIABILITIES | $2,336,626 |
| ADV FROM FED GOV'T FOR STUDENT | $2,654,933 |
| DEPOSITS HELD IN CUSTODY FOR O | $68,847 |
| TRUST AND ANNUITY PAYMENT LIAB | $2,171,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10724946 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 54881747 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1489689 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1489689 | RevenueNotRptdF990 |
| Revenue Subtotal | 53392058 | RevenueSubtotal |
| Other Revenues Not Included | 20459306 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 20459306 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 73851364 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45529808 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 45529808 | ExpensesSubtotal |
| Other Expenses Not Included | 20459306 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20459306 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65989114 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part v, Line 4 | Endowments are established to support student scholarships, fellowships, and professorships. The goals of the endowment funds are to support students, faculty, staff and programs of the College. |
| Part X, Line 2 | IN JUNE 2009 THE COLLEGE ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE (IRS) EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE COLLEGE EVALUATES ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT EXIST. THE COLLEGE DOES NOT BELievE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE FISCAL YEARS ENDED MAY 31, 2013 AND 2012. |
| Part XI Line 4b | INSTITUTIONAL AWARDS: 20,459,306 Part XiI Line 4b INSTITUTIONAL AWARDS: 20,459,306 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Line 3 NONDISCRIMINATORY POLICY | This information is published in the College's catalog, in newspaper publications, and on the College's website. |
| Line 6 Explanation of Government Financial Aid | Birmingham-Southern receives student aid funds through the department of education for supplemental education opportunity grants (SEOG), Pell grants, federal work study grants, family educational loans, academic competitiveness grants, and national science and mathematics access to retain talent grants. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student Aid & Institutional Awards | TypeOfGrant |
| Number Of Recipients | 1765 | NumberOfRecipients |
| Amount Of Cash Grant | 20459306 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Birmingham-Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits and donor reports. Funds are tracked in our database software and individual files are maintained of grant/scholarship recipients. All material is subject to audit. Grant/Scholarship criteria is reviewed prior to disbursement. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | 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 | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| dR MARK SCHANTZ | ||||||||||
| PROVOST | 161798 | 0 | 0 | 10370 | 0 | 172168 | 0 | 0 | 0 | |
| dr kathleen rossmann | ||||||||||
| VP OF ENROLLMENT MANAGEMENT | 185000 | 0 | 0 | 213 | 0 | 185213 | 0 | 0 | 0 | |
| MR ELI PHILLIPS | ||||||||||
| CFO & VP for FINANCE | 185000 | 0 | 0 | 213 | 0 | 185213 | 0 | 0 | 0 | |
| MR JOE DEAN | ||||||||||
| athletics director | 181561 | 0 | 0 | 4536 | 0 | 236097 | 0 | 0 | 0 | 50000 |
| MR A DUANE REBOUL | ||||||||||
| INSTRUCTOR | 170390 | 0 | 0 | 4014 | 0 | 174404 | 0 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 1a | Identifier |
| Explanation | As a condition of employment, the President is required to reside in, along with immediate family, in an on campus residence (President's residence). The College maintains, at its expense, the President's residence, grounds and provides utilities, security and housekeeping services based on the needs of the President and his immediate family. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | DAVID MICHAEL SMITH | NameOfInterestedPerson |
| Relationship With Organization | TTEE-relatives are students | RelationshipWithOrganization |
| Amount Of Grant | 8500 | AmountOfGrant |
| Type Of Assistance | scholarships | TypeOfAssistance |
| Purpose Of Assistance | scholarships | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JT Stephens | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | trustee | Relationship |
| Amount Of Transaction | 214584 | AmountOfTransaction |
| Description Of Transaction | Subscription services | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch. L, Part IV, Business Transactions Involving Interested Persons | Identifier |
| Explanation | (A) Name of Person: J.T. Stephens (B) Relationship Between Interested Person and Organization: BSC-Board trustee (c) Amount of transaction: $214,584 (D) Description of Transaction: Mr. Stephens is chairman of the board of EBSCO Industries. The College contracts with EBSCO Industries for subscription services, databases, printing and information packaging. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3326767 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | stock exchange value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Items used in research | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 146036 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part I, LINE 1 | Birmingham-Southern College prepares men and women for lives of significance. The College fosters intellectual and personal development through excellence in teaching and scholarship and by challenging students to engage their community and the greater world, to examine diverse perspectives, and to live with integrity. A residential, baccalaureate liberal arts institution, Birmingham-Southern honors its Methodist heritage of informed inquiry and meaningful service. Form 990, Part VI, Section A, Line 2 Mr. Edward L. Hardin, Jr. & Mr. W. Michael Atchison-BUSINESS RELATIONSHIP Bishop Paul L. Leeland & Bishop Debbie Wallace-PADGETT-BUSINESS RELATIONSHIP |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by the College's public accounting firm. The Form 990 is reviewed by the controller and the Chief Financial Officer. After the Form 990 is reviewed and approved by the controller and the Chief Financial officer, the Form 990 is provided to the Finance and Investment and Audit committees for review and comments. After review by the Finance and Investment and Audit committees, the Form 990 is given to the Board of trustees before filing with the Internal Revenue Service. |
| Form 990, Part VI, Section B, Line 12C | A conflict of interest acknowledgement and disclosure statement is given to all board members annually. Conflict of interest disclosure statements are also given to all principal administrative officers and other employees as may be deemed appropriate. The signed statements are reviewed and follow up is completed if necessary. |
| Form 990, Part VI, Section B, Lines 15A and B | The compensation committee of the board of trustees reviews and approves the president's employment contract. The president and provost review and approve the faculty employment contracts. All employees salaries are discussed and approved before the annual review process. |
| Form 990, Part VI, Section C, Line 19 | Documents are available upon request. |
| form 990, part xii, line 2c | On May 4, 2012, the College adopted a new amendment to its by-laws. Article II Board of Trustees: Membership related to its governance. The amendment significantly reduced the number of Trustees to a minimum of 19 voting members and a maximum of 39. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birmingham-Southern Real Estate Holding | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Arkadelphia Road | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205391329 | EIN |
| Primary Activities | Real Estate | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Total Income | 2144825 | TotalIncome |
| EOY Assets | 14447944 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSC | BusinessNameLine1 |