2014-05-15T08:17:25-05:00 2013-06-30 570306533 DERRICK STUBBS & STITH LLP 508 HAMPTON STREET 1ST FLOOR COLUMBIA SC 29201 990 2012-07-01 570314404 NEWBERRY COLLEGE NEWB 8032765010 ATTN LANDEE BUZHARDT NEWBERRY SC 29108 KATHY WORSTER 8033213353 2014-05-13 1 ALAN F GRIMSLEY CPA P00557082 8037995810 2012 2015-11-30 17:44:51Z KATHY WORSTER 2100 COLLEGE STREET NEWBERRY SC 29108 34148109 0 X N/A X 1878 SC PROVIDE UNDERGRADUATE EDUCATION FOR APPROXIMATELY 981 STUDENTS. 24 23 434 0 0 0 2817480 3129956 31576870 30741928 48539 -154349 565869 430574 35008758 34148109 12996026 12052337 0 0 9058418 9043311 105906 0 76247 16785275 15325084 38945625 36420732 -3936867 -2272623 55132683 53726864 29203602 29172943 25929081 24553921 NEWBERRY COLLEGE CHALLENGES AND NURTURES STUDENTS FOR LIFETIMES OF SERVICE AND LEADERSHIP THROUGH INTELLECTUAL TRANSFORMATION, SOCIAL DEVELOPMENT, A CULTURE OF PHYSICAL WELL-BEING, AND SPIRITUAL GROWTH BY PROVIDING A CHRISTIAN EDUCATION IN THE LUTHERAN TRADITION. 0 0 30991835 12052337 31222194 UNDERGRADUATE EDUCATION AND RELATED ACTIVITIES. 30991835 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 177 0 1 434 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X X LANDEE BUZHARDT 8033213353 2100 COLLEGE STREET NEWBERRY SC 29108 BLACK DR LAURA N 1.00 X 0 0 0 BRIDGERS THE REV KIRK P 1.00 X 0 0 0 YU MR EUGENE CHIN 1.00 X 0 0 0 MS CINDEE BAILEY 1.00 X 0 0 0 MR JOEL M CARTER 1.00 X 0 0 0 DR JOE BLAIRTREY CASTLES 1.00 X 0 0 0 MS BARBARA DAVIS 1.00 X 0 0 0 MR PAUL H DERRICK 1.00 X 0 0 0 MR WILLIAM B DUKES 1.00 X 0 0 0 MR R JONATHANSHOT HART 1.00 X 0 0 0 MR ROBERT JAMES 1.00 X 0 0 0 MR FRED B JOHNSTON 1.00 X 0 0 0 DR J WADE NICHOLS 1.00 X 0 0 0 MR HUGO AHAP PEARCE II 1.00 X 0 0 0 MR MARSHALL PRINCE 1.00 X 0 0 0 MS BARBARA HARTLEY SMITH 1.00 X 0 0 0 MR JOHN MICHAEL SURLES 1.00 X 0 0 0 MR JOE TRAINOR 1.00 X 0 0 0 THE REV HERMAN R YOOS II 1.00 X 0 0 0 MR FRANK SNYDER 1.00 X 0 0 0 MR ERIC WELLS 1.00 X 0 0 0 TIMOTHY ELSTON 40.00 X 115000 0 0 JAMES JOYNER 40.00 X 132500 0 0 MAURICE SCHERRENS 40.00 X 250000 0 0 KATHY WORSTER 40.00 X 135000 0 0 DR MITCHELL M ZAIS 1.00 X 54000 0 0 686500 0 0 4 0 1 0 ARAMARK PO BOX 828441 PHILADELPHIA PA 19182 DINING SERVICES AND FACILITIES 3956077 CITY OF NEWBERRY PO BOX 538 NEWBERRY SC 29108 FACILITIES SERVICES 932937 OAKLAND MILL MASTER TENANT LLC PO BOX 734 NEWBERRY SC 29108 HOUSING MANAGEMENT 807300 NET3 TECHNOLOGH INC 105 N SPRING ST SUITE 100 GREENVILLE SC 29601 COMPUTER EQUIPMENT SUPPLIER 487847 BB&T CORPORATION PO BOX 580364 CHARLOTTE NC 28258 FINANCING SERVICES 269939 5 3129956 3129956 TUITION/FEES 900099 23533564 23533564 STUDENT SERVICES 900099 7208364 7208364 30741928 -204041 -204041 49692 0 49692 49692 49692 AUXILLARY ACTIVITIES 900004 430574 430574 430574 34148109 31222194 0 -204041 12052337 12052337 632500 632500 8340728 7228167 1112561 70083 -6502 76585 16310 16310 41396 41396 342569 290203 52366 177320 104374 63838 9108 531802 405024 123142 3636 17618 6632 7334 3652 430208 430208 1959397 1959397 622523 622523 STUDENT SERVICE 4091497 4091497 INSTITUTION 3492740 3443017 49723 AUXILIARY ENTERPRISES 2834165 2059060 775105 SUPPLIES 509471 478177 31294 258068 165953 81987 10128 36420732 30991835 5352650 76247 2970086 3913834 235013 258654 3864979 3291027 13160 161401 60307270 35080412 27037747 25226858 17731614 17843379 3280084 3031711 55132683 53726864 1132956 1376266 1726895 1579956 22338122 21140952 4005629 5075769 29203602 29172943 X 729395 -1041589 1444063 4068803 23755623 21526707 25929081 24553921 55132683 53726864 -2272623 897463 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15171236 310717 945952 876499 15551406 17883820 229852 -516356 2426080 15171236 14752011 245341 3770588 884120 17883820 12969719 943938 1500364 662010 14752011 17279453 735466 -4136210 908990 12969719 0 0 1411788 1411788 40092832 18764634 21328198 12641941 11230682 1411259 6160709 5085096 1075613 25226858 BONDS 3095829 F COMMON EQUITY 696572 F EXCHANGED TRADED PRODUCTS 2953660 F GOVERMENT OBLIGATIONS 246070 F MUTUAL FUNDS 3204652 F PRIVATE EQUITY 387133 F REAL ESTATE INVESTMENT TRUSTS 34888 F STOCKS 5943379 F US GOVERNMENT BONDS 204363 F US TREASURY SECURITY 1076833 F 17843379 CSV LIFE INSURANCE 463858 FUNDS IN TRUST 1901658 OTHER ASSETS 666195 3031711 DEPOSITS 437600 LINE OF CREDIT 3999003 PERKINS FUNDS 639166 5075769 22876845 897463 897463 21979382 12168727 12168727 34148109 24252005 0 24252005 12168727 12168727 36420732 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,168,727. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,168,727. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING AND RECRUITING MATERIALS AND THE STUDENT HANDBOOKS AND CATALOGUES. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN LOANS TO STUDENTS UNDER FEDERAL DIRECT LOANS. 0 COLEMAN LEW AND ASSOCIATES 326 WEST TENTH STREET CHARLOTTE NC 28202 CONSULTING 0 0 16711 -16711 JAMES HALE 2005 COLLEGE STREET NEWBERRY SC 29108 CUNSULTING 0 0 15012 -15012 JERRY S CHITTY 2221 RAVAN TRAIL WEST COLUMBIA SC 29169 CONSULTING 0 0 18000 -18000 49723 -49723 1 SCHOLARSHIPS 12019012 X X 0 0 0 0 0 0 0 0 0 MAURICE SCHERRENS 250000 0 0 0 0 0 0 0 0 0 250000 0 250000 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C DURING BOARD OF TRUSTEE MEETINGS IF THERE IS DISCUSSION THAT IS POTENTIALLY GOING TO CAUSE A CONFLICT OF INTEREST ISSUE ALL PARTIES ARE RECOGNIZED AND THEN THEY RECUSE THEMSELVES FROM ALL DISCUSSIONS ON SAID TOPIC. THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS ARE NOTING THAT THERE IS A POTENTIAL CONFLICT OF INTEREST AND THE STEPS TAKEN TO MONITOR AND ENFORCE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE ON THE BOARD OF TRUSTEES APPROVES ALL CONTRACT TEMPLATES AND INDIVIDUAL CONTRACTS FOR TOP MANAGEMENT AND THE PRESIDENT. HR DEPARTMENT PROVIDES COMPARABLE DATA. THE CONTRACT FOR TOP MANAGEMENT AND THE PRESIDENT MUST ALSO BE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE GIVEN TO THE BOARD OF TRUSTEES ALONG WITH ALL UPDATES AS NEEDED. ALL GOVERNING DOCUMENTS RELATING TO THE FACULTY ARE GIVEN TO EACH MEMBER BY THE APPROPRIATE HEADS AND AT MONTHLY FACULTY MEETINGS. SOME OF THE DOCUMENTS ARE ALSO LOCATED ON OUR WEBSITE. NEWBERRY COLLEGE FOUNDATION BOARD OF VISITORS 2100 COLLEGE STREET NEWBERRY SC 29108 576026382 SC 501(C)3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0