2014-11-17T13:16:06-06:00 2014-06-30 540504608 BROWN EDWARDS & COMPANY LLP 319 MCCLANAHAN ST ROANOKE VA 24014 990 2013-07-01 540568200 BLUEFIELD COLLEGE BLUE 2763263682 3000 COLLEGE DRIVE BLUEFIELD VA 24605 LAURA WHITE VP FOR FINANCE AND ADMINISTRATION 2763263682 2014-11-17 MARK WOOLWINE P00647446 5403450936 2013 2015-11-30 17:44:51Z LAURA WHITE 3000 COLLEGE DRIVE BLUEFIELD VA 24605 20423673 0 X WWW.BLUEFIELD.EDU X 1922 VA TO PROVIDE STUDENT INSTRUCTION, SCHOLARSHIPS, ACADEMIC SUPPORT, AND OTHER SERVICES TO ITS STUDENTS. 20 20 372 2 -1303 -1303 2232774 4482484 15564231 15337694 566991 460717 111465 129152 18475461 20410047 4533724 4886776 0 0 7000817 7152525 0 0 326992 6072127 6024139 17606668 18063440 868793 2346607 20019439 22906831 8228636 8351544 11790803 14555287 TO OFFER A CHALLENGING CHRIST-CENTERED LIBERAL ARTS EXPERIENCE AND CO-CURRICULAR PROGRAMS THAT TRANSFORM STUDENTS' LIVES BY INTEGRATING LIBERAL ARTS WITH CAREER-ORIENTED STUDIES AND SERVICE TO GOD & THE WORLD. 0 0 9723966 4886776 13290386 STUDENT INSTRUCTION AND SCHOLARSHIPS: THE COLLEGE OFFERS INVIGORATING LIBERAL ARTS BACCALAUREATE DEGREES IN TWENTY-THREE MAJOR FIELDS OF STUDY, TWENTY-FOUR MINOR FIELDS OF STUDY, AND AN ASSOCIATE IN GENERAL STUDIES DEGREE. STUDENTS SERVED INCLUDE TRADITIONAL STUDENTS WHO ANTICIPATE NEEDING THREE-TO-FIVE YEARS TO COMPLETE THEIR DEGREES, THE 'DEGREE COMPLETION' STUDENT WHO NEEDS FEWER CREDIT HOURS TO ACHIEVE A BACCALAUREATE DEGREE, AND THE STUDENT WHO DESIRES TO OBTAIN THE ASSOCIATE'S DEGREE ONLINE. THE COLLEGE DELIVERS COURSES ON-SITE/IN-PERSON AND ON-LINE. ACADEMIC SUPPORT IS PROVIDED THROUGH AN ACADEMIC CENTER FOR EXCELLENCE, A LIBRARY, AND ACADEMIC TECHNOLOGY SUPPORT, AMONG OTHERS. 3518839 STUDENT SERVICES: THE COLLEGE'S STUDENT SERVICES AREAS INCLUDE THE REGISTRAR, ENROLLMENT MANAGEMENT, CREATIVE MEDIA, FINANCIAL AID, GENERAL STUDENT SUPPORT SERVICES, CAMPUS SECURITY, INTER-COLLEGIATE AND INTRAMURAL ATHLETICS, STUDENT EXTRACURRICULAR ACTIVITIES, CAMPUS MINISTRY, AND RETENTION/STUDENT SUCCESS SERVICES. 2130749 2160277 AUXILIARY ENTERPRISES: THE COLLEGE'S AUXILIARY ENTERPRISES INCLUDE STUDENT HOUSING, FOOD SERVICE, THE CAMPUS STORE, AND SPECIAL PROGRAMS (E.G., SUMMER EVENTS). 15373554 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 36 0 1 372 1 1 1 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X LAURA WHITE VICE PRESIDENT FOR FINANCE & ADMIN 2763264294 3000 COLLEGE DRIVE BLUEFIELD VA 24605 DR DAVID L BAILEY JR TRUSTEE 1.50 X 0 0 0 MRS BECKY BECKETT TRUSTEE 1.50 X 0 0 0 REV DAVID DOCKERY TRUSTEE 1.50 X 0 0 0 DR MICHAEL DUVAL CHAIR AND TRUSTEE 1.50 X 0 0 0 MR GORDON W GRIMES II TRUSTEE 1.50 X 0 0 0 MR MICHAEL P HARRIS TRUSTEE 1.50 X 0 0 0 REV WILLIAM M HARTSFIELD TRUSTEE 1.50 X 0 0 0 MR ROBERT A HOUCK TRUSTEE 1.50 X 0 0 0 MRS ESTELLE COOKIE JOHNSON TRUSTEE 1.50 X 0 0 0 MR J SIDNEY LANIER JR TRUSTEE 1.50 X 0 0 0 DR CHRISTOPHER E LAWSON SECRETARY AND TRUSTEE 1.50 X 0 0 0 REV JACK A MARCOM TRUSTEE 1.50 X 0 0 0 MR CAMDEN J MCLAUGHLIN TRUSTEE 1.50 X 0 0 0 MRS SARAH J REID TRUSTEE 1.50 X 0 0 0 MR KENNETH R RUSSELL JR TRUSTEE 1.50 X 0 0 0 MRSCHARLOTTE E SACRE TRUSTEE 1.50 X 0 0 0 MR WISTAR H TRENT TRUSTEE 1.50 X 0 0 0 MRS SUSAN M TUSSEY TRUSTEE 1.50 X 0 0 0 DR CHARLES O WARREN TRUSTEE 1.50 X 0 0 0 MR WILLIAM S WINFREY II VICE CHAIR AND TRUSTEE 1.50 X 0 0 0 DAVID OLIVE PRESIDENT 50.00 X 167466 0 22705 MARY RUTH BLANKENSHIP VP FOR INSTITUTIONAL ADVAN 50.00 X 85766 0 4011 DAVID TAYLOR VP FOR STUDENT DEVELOPMENT 50.00 X 68128 0 18062 RUSSELL TRENT ARGO VP FOR ENROLLMENT MANAGEME 50.00 X 84856 0 17701 LAURA WHITE VP FOR FINANCE & ADMINISTR 50.00 X 69839 0 3532 PAMELA MIMI MERRITT INTERIM VP FOR ACADEMIC AF 50.00 X 44171 0 9509 CAROLYN LEWIS DEAN OF NURSING 50.00 X 117572 0 10227 DR FRANCIS SERIO DEAN OF THE SCHOOL OF DENT 50.00 X 155060 0 7317 792858 0 93064 3 0 1 0 VALLEY SERVICES INC PO BOX 5454 JACKSON MS 392885454 FOOD SERVICE MANAGEMENT 828107 CICV BENEFITS CONSORTIUM 919 EAST MAIN ST 7TH FLOOR RICHMOND VA 23219 HEALTH INSURANCE 808218 ARAMARK 104 MARYANN KEYS LANE JOHNSON CITY TN 37601 MAINTENANCE MANAGEMENT 314292 JENZABAR INC PO BOX 55018 BOSTON MA 02205 SOFTWARE MAINTENANCE CONTRACT 215744 NOEL-LEVITZ CONSULTANTS 2350 OAKDALE BLFD CORALVILLE IA 52241 ENROLLMENT MANAGEMENT CONSULTANTS 211625 7 12487 963641 3506356 14407 4482484 TUITION AND FEES 611310 13193600 13193600 DINING SERVICES 611710 1135818 1135818 RESIDENCE HALLS 611710 859405 859405 CAMPUS STORE/TEXTBOOK SALE 611710 79508 79508 SPECIAL EVENTS 611710 61870 61870 7493 7493 15337694 309530 -1303 310833 151187 0 151187 151187 151187 29809 12487 13626 16183 16183 OTHER 611710 112969 112969 112969 20410047 15450663 -1303 478203 4886776 4886776 1071959 693548 378411 4705292 4035029 436653 233610 163379 49488 112113 1778 759853 453973 297693 8187 452042 330320 104967 16755 46999 46999 593654 275827 317827 119333 79588 38715 1030 242516 242516 1369152 1276045 93107 402785 353866 31689 17230 269351 269351 740037 710436 29601 143354 81783 61571 OTHER 1200302 803233 381671 15398 STUDENT MEAL PLAN 718685 718685 PRINTING AND PUBLICATIO 117167 97463 17745 1959 ENTERTAINMENT 60804 15627 14132 31045 18063440 15373554 2362894 326992 2461 2461 908728 663500 660856 2140624 998970 1366480 30727 26413 77876 76312 24985537 13582593 10955896 11402944 6001233 6809358 382692 418739 20019439 22906831 623918 999256 650285 151555 6035378 6219798 919055 980935 8228636 8351544 X 4435167 4191535 2943699 5522485 4411937 4841267 11790803 14555287 20019439 22906831 X 2346607 413483 4394 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1194 1194 0 PART II-B, LINE 1: THE COLLEGE IS A MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA (CICV), AN ASSOCIATION OF 27 INDEPENDENT COLLEGES AND UNIVERSITIES. CICV WORKS TO PROMOTE THE INTERESTS OF NON-PROFIT, INDEPENDENT HIGHER EDUCATION IN VIRGINIA. CICV WORKED TO INITIATE AND CONTINUES TO PROMOTE THE STATE'S NON-NEED BASED TUITION ASSISTANCE PROGRAM FOR VIRGINIA STUDENTS ATTENDING A PRIVATE INSTITUTION. ADDITIONALLY, CICV MONITORS LEGISLATIVE AND REGULATORY ACTIONS WHICH AFFECT THE MEMBERSHIP BY A PRESENCE DURING THE GENERAL ASSEMBLY SESSIONS TO REVIEW PROPOSED LEGISLATION AND INTERACT WITH VARIOUS ADMINISTRATIVE AGENCIES. CICV IS ENGAGED IN PROMOTING THE AWARENESS OF VIRGINIA'S INDEPENDENT COLLEGES TO POTENTIAL STUDENTS THROUGH PUBLICATIONS AND BY SPONSORING VA PRIVATE COLLEGE WEEK. CICV ALSO PROVIDES ANALYZED DATA TO MEMBER INSTITUTIONS AND APPROPRIATE STATE AGENCIES TO PROMOTE VENTURES WHERE EFFICIENCIES CAN BE ACHIEVED BY THE PARTICIPATION OF A GROUP OF INSTITUTIONS. THE COLLEGE PAYS A MEMBERSHIP FEE BASED UPON STUDENT POPULATION. FOR THE YEAR ENDED JUNE 30, 2014, CICV EXPENDED APPROXIMATELY 12.38% OF THE MEMBERSHIP FEE FOR LOBBYING ACTIVITIES. 6141232 424936 796331 272077 26728 7063694 5741221 105316 563060 242181 26184 6141232 5346232 564967 115858 261598 24238 5741221 4683102 59889 910753 285517 21995 5346232 4333100 83929 593632 314379 13180 4683102 0.11700 0.68540 0.19760 0 0 103333 103333 17019482 8607470 8412012 5241222 3925990 1315232 2621500 1049133 1572367 11402944 STUDENT AND OTHER DEPOSITS 350943 AMOUNTS HELD ON BEHALF OF OTHERS 43731 TRUST AND ANNUITY OBLIGATIONS 112447 POST RETIRMENT BENEFIT OBLIGATIONS 473814 980935 X 15894149 413483 4394 417877 15476272 46999 4886776 4933775 20410047 13129665 0 13129665 46999 4886776 4933775 18063440 PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUNDS ARE USED PRIMARILY FOR SCHOLARSHIPS AND RESTRICTED PROGRAM PURPOSES. THE BOARD DESIGNATED OR QUASI-ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATING BUDGET. PART X, LINE 2: THE FEDERAL FORM 990S OF THE COLLEGE FOR FISCAL YEARS 2013, 2012, AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FUNDS HELD IN TRUST 4,394. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND FINANCIAL AID PAID 4,886,776. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND FINACIAL AID PAID 4,886,776. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BLUEFIELD COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THEREFORE, THE COLLEGE IS NOT REQUIRED TO PUBLISH ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE NEWSPAPER OR THE BROADCAST MEDIA. AS REQUIRED BY REVENUE PROCEDURE 75-50, BLUEFIELD COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL OF ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. SCHEDULE E, PART I, LINE 6 THE AMOUNT BLUEFIELD COLLEGE RECEIVES FROM GOVERNMENTAL AGENCIES FOR FINANCIAL ASSISTANCE IS FOR STUDENT FINANCIAL AID. THE FINANCIAL AID IS AWARDED TO STUDENTS ACCORDING TO FEDERAL AND INSTITUTIONAL GUIDELINES. GOLF TOURNAMENT 42296 12487 29809 300 8386 252 3525 1163 42296 12487 29809 300 8386 252 3525 1163 13626 16183 1 COLLEGE DESIGNATED (UNFUNDED) GRANTS & SCHOLARSHIPS 502 4161872 DONOR RESTRICTED (FUNDED) GRANTS & SCHOLARSHIPS 145 669561 SEOG - FEDERAL SUPPLEMENTAL GRANTS 79 55343 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON EITHER THE SPECIFIC CRITERIA OF THE SCHOLARSHIP FUNDING, ACADEMIC MERIT, OR TALENT. THE COLLEGE'S FINANCIAL AID OFFICE MONITORS SCHOLARSHIP FUND AVAILABILITY, MAKES SCHOLARSHIP AWARDS, AND MAINTAINS AN ON-GOING AWARENESS OF STUDENT ELIGIBILITY FOR SCHOLARSHIPS. X X 0 0 X X 0 0 0 0 0 0 0 0 0 DAVID OLIVE PRESIDENT 167466 0 0 0 0 0 3564 0 19141 0 190171 0 0 0 DR FRANCIS SERIO DEAN OF THE SCHOOL OF DENT 155060 0 0 0 0 0 1350 0 5967 0 162377 0 0 0 PART I, LINE 1B PART I, LINE 1B ALTHOUGH A WRITTEN POLICY DOES NOT EXIST, THE COLLEGE'S BOARD APPROVES THE HOUSING ALLOWANCE AND SOCIAL CLUB PAYMENTS. SOCIAL CLUB PAYMENTS ARE SUPPORTED BY INVOICES AND ARE PROCESSED THROUGH THE COLLEGE'S ACCOUNTS PAYABLE PROCESS. THE HOUSING ALLOWANCE IS ALSO SUPPORTED BY WRITTEN DOCUMENTATION. JONATHAN TAYLOR CHILD OF DAVID TAYLOR, OFFICER OF THE COLLEGE 19290 DEPENDENT TUITION WAIVER BENJAMIN TAYLOR CHILD OF DAVID TAYLOR, OFFICER OF THE COLLEGE 19290 DEPENDENT TUITION WAIVER SANDRA LIMA-ARGO SPOUSE OF R. TRENT ARGO, OFFICER OF THE COLLEGE 18695 DEPENDENT TUITION WAIVER LAIS LIMA-WEB CHILD OF R. TRENT ARGO, OFFICER OF THE COLLEGE 18695 DEPENDENT TUITION WAIVER LAUREN WHITE CHILD OF LAURA WHITE, OFFICER OF THE COLLEGE 14290 DEPENDENT TUITION WAIVER MRS REBECCA E BECKETT TRUSTEE MRS. REBECCA BECKETT'S HUSBAND IS THE SENIOR VICE PRESIDENT OF FIRST CENTURY BANK, INC., A LOCAL BANK. THE COLLEGE HAS A BANKING RELATIONSHIP WITH FIRST CENTURY BANK, INC. 0 MS CHARLOTTE E SACRE TRUSTEE MS. SACRE IS AN EMPLOYEE OF THOMPSON & LITTON, AN ENGINEERING AND ARCHITECTURE FIRM. THOMPSON & LITTON PROVIDES PROFESSIONAL SERVICES TO THE COLLEGE. 0 X 6 14407 FMV ON DATE OF GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PROVIDED TO AND DISCUSSED WITH THE BOARD'S FINANCE COMMITTEE PRIOR TO FILING. THE AUTHORITY TO REVIEW AND APPROVE THE 990 HAS BEEN DELEGATED TO THE FINANCE COMMITTEE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEE CONFLICT OF INTEREST DISCLOSURE FORMS ARE REVIEWED BY THE BOARD CHAIR AND ASSISTANT SECRETARY. THEY ARE MAINTAINED IN AND REVIEWED BY THE PRESIDENT'S OFFICE. ANY ITEMS DISCLOSED ARE DISCUSSED WITH THE BOARD'S EXECUTIVE COMMITTEE AND DISCLOSED TO THE COLLEGE'S AUDITORS. EMPLOYEES CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY THE EMPLOYEE'S SUPERVISOR AND THE COLLEGE'S HUMAN RESOURCE DIRECTOR. ANY ITEMS DISCLOSED BY EMPLOYEES ARE REVIEWED BY THE PRESIDENT AND RELEVANT COLLEGE LEADERSHIP TEAM MEMBERS AS APPROPRIATE. EMPLOYEE CONFLICT OF INTEREST DISCLOSURE FORMS ARE MAINTAINED IN THE HUMAN RESOURCES OFFICE. FORM 990, PART VI, SECTION B, LINE 15 BLUEFIELD COLLEGE REFERS TO A SALARY SURVEY BENCHMARK DATA FROM THE COUNCIL FOR CHRISTIAN COLLEGES AND UNIVERSITIES (CCCU) IN ESTABLISHING THE SALARIES OF THE PRESIDENT AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 BLUEFIELD COLLEGE DOES NOT ROUTINELY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. INQUIRIES FROM THE PUBLIC FOR THESE DOCUMENTS ARE REVIEWED ON A CASE-BY-CASE BASIS BY THE COLLEGE'S LEADERSHIP TEAM TO ENSURE THAT THEY ARE RELEASED ONLY TO SATISFY LEGITIMATE REQUESTS. FORM 990, PART XI, LINE 9: CHANGE IN FUNDS HELD IN TRUST BY OTHERS 4,394. FORM 990, PART XII, LINE2C: THE FINANCE COMMITTEE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.