2014-05-12T13:04:43-05:00 2013-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2012-07-01 620475697 THE UNIVERSITY OF THE SOUTH UNIV 9315983357 735 UNIVERSITY AVENUE SEWANEE TN 373831000 SARAH SUTHERLAND 9315983357 2014-05-06 1 KELLIANNE F BENSON P01345659 7043771678 2012 2015-11-30 17:44:51Z JOHN M MCCARDELL 735 UNIVERSITY AVENUE SEWANEE TN 373831000 176224865 0 X HTTP://WWW.SEWANEE.EDU X 1858 TN THE UNIVERSITY OF THE SOUTH IS AN EPISCOPAL UNIVERSITY DEDICATED TO THE PURSUIT OF KNOWLEDGE, UNDERSTANDING, AND WISDOM IN CLOSE COMMUNITY AND IN FULL FREEDOM OF INQUIRY, AND ENLIGHTENED BY CHRISTIAN FAITH IN THE ANGLICAN TRADITION, WELCOMING INDIVIDUALS FROM ALL BACKGROUNDS, TO THE END THAT STUDENTS BE PREPARED TO SEARCH FOR TRUTH, SEEK JUSTICE, PRESERVE LIBERTY UNDER LAW, AND SERVE GOD AND HUMANITY.THE COLLEGE OF ARTS AND SCIENCES IS COMMITTED TO THE DEVELOPMENT OF THE WHOLE PERSON THROUGH A LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY.THE SCHOOL OF THEOLOGY EDUCATES WOMEN AND MEN TO SERVE THE BROAD WHOLE OF THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS. 137 134 1925 1324 -52714 -52714 18301657 16566038 74437159 77874684 10056632 15055931 1854993 1734333 104650441 111230986 19833838 20440787 0 0 46477936 49721073 0 0 2370148 35064495 34287306 101376269 104449166 3274172 6781820 539862035 587117273 55328152 82352958 484533883 504764315 X THE UNIVERSITY OF THE SOUTH IS AN EPISCOPAL UNIVERSITY DEDICATED TO THE PURSUIT OF KNOWLEDGE, UNDERSTANDING, AND WISDOM IN CLOSE COMMUNITY AND IN FULL FREEDOM OF INQUIRY, AND ENLIGHTENED BY CHRISTIAN FAITH IN THE ANGLICAN TRADITION, WELCOMING INDIVIDUALS FROM ALL BACKGROUNDS, TO THE END THAT STUDENTS BE PREPARED TO SEARCH FOR TRUTH, SEEK JUSTICE, PRESERVE LIBERTY UNDER LAW, AND SERVE GOD AND HUMANITY.THE COLLEGE OF ARTS AND SCIENCES IS COMMITTED TO THE DEVELOPMENT OF THE WHOLE PERSON THROUGH A LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY.THE SCHOOL OF THEOLOGY EDUCATES WOMEN AND MEN TO SERVE THE BROAD WHOLE OF THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS. 0 0 54784245 20439337 55956194 INSTRUCTION - THE COLLEGE OF ARTS AND SCIENCES OFFERS A CHALLENGING AND STIMULATING PROGRAM IN THE LIBERAL ARTS WITH AN EMPHASIS ON MASTERY OF FUNDAMENTAL DISCIPLINES. DEGREE REQUIREMENTS ARE RIGOROUS AND EXTENSIVE, AND INCLUDE COMPREHENSIVE EXAMINATIONS IN MAJOR AREAS OF STUDY. THE ACADEMIC PROGRAM OF THE COLLEGE OF ARTS AND SCIENCES IS AIMED AT DEVELOPING THE INTELLECT AND CHARACTER OF ITS STUDENTS TO PREPARE THEM FOR LIVES OF SERVICE AND LEADERSHIP. A STUDENT AT SEWANEE IS EXPECTED TO GROW AND MATURE AS A HUMAN BEING, CAPABLE OF RATIONAL ANALYSIS AND MORAL DISCERNMENT AND ABLE TO GIVE EFFECTIVE EXPRESSION TO HIS OR HER IDEAS.THE HIGH EXPECTATIONS PLACED ON STUDENTS ARE BALANCED WITH THE FACULTY'S COMMITMENT TO PERSONAL ATTENTION AND ENCOURAGEMENT. REGARDLESS OF MAJOR, SEWANEE STUDENTS DEVELOP THE ABILITY TO RESEARCH, ANALYZE, SOLVE PROBLEMS, AND EXPRESS THEMSELVES.ONCE DESCRIBED BY THE NEW YORK TIMES AS A "BIT OF OXFORD IN TENNESSEE," SEWANEE HAS AN IMPRESSIVE RECORD OF ACADEMIC ACHIEVEMENT. OFFERING 36 MAJORS, 32 MINORS, AND A NUMBER OF SPECIAL EDUCATIONAL OPPORTUNITIES, THE COLLEGE PREPARES ITS STUDENTS FOR CAREERS IN MANY FIELDS. THE UNIVERSITY ALSO OFFERS 3/2 ENGINEERING AND FORESTRY/ENVIRONMENTAL STUDIES PROGRAMS WITH SEVERAL UNIVERSITIES AND A PRE-BUSINESS PROGRAM AND BUSINESS MINOR AND A TEACHER-TRAINING AGREEMENT WITH PEABODY COLLEGE OF EDUCATION AT VANDERBILT UNIVERSITY. THE UNIVERSITY HAS AN EXCEPTIONALLY STRONG LITERARY TRADITION, WITH THE NATION'S OLDEST CONTINUOUSLY PUBLISHED LITERARY REVIEW, "THE SEWANEE REVIEW," AND A YEARLY WRITERS' CONFERENCE SUPPORTED THROUGH AN ENDOWMENT ESTABLISHED BY PLAYWRIGHT TENNESSEE WILLIAMS.THE UNIVERSITY STRONGLY ENCOURAGES STUDENTS TO HAVE AN INTERNATIONAL EXPERIENCE AND OFFERS A WIDE ARRAY OF PROGRAMS AROUND THE GLOBE. INTERNSHIPS, SERVICE LEARNING COURSES, AND OPPORTUNITIES FOR COLLABORATIVE RESEARCH WITH FACULTY ARE WIDELY AVAILABLE.SEWANEE HAS GRADUATED 26 RHODES SCHOLARS, FIVE OF WHOM RETURNED TO TEACH AT THE UNIVERSITY. THE INSTITUTION COUNTS AMONG ITS GRADUATES NUMEROUS FULBRIGHT SCHOLARS, 45 WATSON POST-GRADUATE FELLOWS, AND 30 NCAA POST-GRADUATE SCHOLARS. FIFTY-FIVE PERCENT OF GRADUATES EARNADVANCED DEGREES. OF GRADUATES WHO APPLY TO LAW SCHOOL, OVER 90 PERCENT ARE ACCEPTED, AND 85 PERCENT OF THOSE WHO APPLY TO MEDICAL, DENTAL, OR VETERINARY SCHOOL ARE ACCEPTED.THE SCHOOL OF THEOLOGY, AN OUTSTANDING EPISCOPAL SEMINARY, OFFERS STUDY INCLUDING CLERGY DEGREE PROGRAMS AND LAY LEADERSHIP EDUCATION. OFFERING THE DEGREES OF MASTER OF DIVINITY, MASTER OF ARTS, MASTER OF SACRED THEOLOGY, DOCTOR OF MINISTRY, AND A ONE-YEAR DIPLOMA IN ANGLICAN STUDIES, THE SCHOOL OF THEOLOGY EDUCATED WOMEN AND MEN TO SERVE THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS.THE SCHOOL OF LETTERS ENROLLED ITS FIRST SUMMER MASTER'S DEGREE STUDENTS IN 2006 AND GRANTED ITS FIRST MASTER OF FINE ARTS DEGREE IN 2009. THE SCHOOL OF LETTERS ENROLLS STUDENTS FROM ALL OVER THE COUNTRY WHO RANGE IN AGE FROM THEIR 20S TO THEIR 80S AND WHO INCLUDE NOT ONLY TEACHERS BUT LAWYERS, DOCTORS, CLERGY, BUSINESS EXECUTIVES, AND OTHERS. 11508415 1450 2224293 STUDENT SERVICES - UNDERGRADUATE STUDENTS AT SEWANEE ARE INDEPENDENT-MINDED AND HIGH ACHIEVING, ATTRACTED TO THE UNIVERSITY BY THE PROSPECT OF INTENSE INTELLECTUAL ENGAGEMENT WITH FACULTY AND PEERS AND THE OPPORTUNITY TO MAKE MEANINGFUL CONTRIBUTIONS TO THE COMMUNITYAND THE BROADER WORLD. TO THOSE ENDS, A WIDE RANGE OF CO-CURRICULAR ACTIVITIES ARE AVAILABLE TO DEVELOP LEADERSHIP. MORE THAN 100 CLUBS, ORGANIZATIONS, AND SOCIAL GROUPS PROVIDE INTERACTION AMONG THE MEMBERS OF THE UNIVERSITY AND THE SEWANEE COMMUNITY. ABOUT 60 PERCENT OF THE STUDENT BODY JOINS FRATERNITIES OR SORORITIES. MORE THAN HALF OF SEWANEE STUDENTS ARE ACTIVE IN SOME TYPE OF COMMUNITY SERVICE, AND STUDENTS SERVE ON THE SEWANEE VOLUNTEER FIRE DEPARTMENT AND THE SEWANEE EMERGENCY MEDICAL SERVICE SQUADS. THERE ARE NEARLY TWO DOZEN SERVICE ORGANIZATIONS ON CAMPUS, ALL STUDENT-LED. EACH YEAR, MORE THAN 100 STUDENTS USE THEIR SPRING BREAK TO SERVE OTHERS IN PLACES SUCH AS HAITI, JAMAICA, ECUADOR, MIAMI, NEW YORK CITY, AND NEW ORLEANS. THE UNIVERSITY'S VERSION OF HABITAT FOR HUMANITY, KNOWN AS HOUSING SEWANEE, IS NOW IN ITS 20TH YEAR AND HAS COMPLETED MORE THAN 18 HOUSES FOR RESIDENTS IN SEWANEE AND FRANKLIN COUNTY.THE UNIVERSITY HAS 11 MEN'S, 12 WOMEN'S, AND 1 COED VARSITY SPORTS, INCLUDING FOOTBALL, MEN'S AND WOMEN'S LACROSSE, AND THE EQUESTRIAN PROGRAM. MORE THAN HALF OF THE UNDERGRADUATES PARTICIPATE IN INTRAMURAL SPORTS INCLUDING INDOOR SOCCER AND BASKETBALL. NUMBEROUS CLUB LEVEL SPORTS, INCLUDING A VERY POPULAR ROWING PROGRAM AND RUGBY, HAVE MET WITH SUCCESS IN COMPETITION WITH OTHER INSTITUTIONS. THE SEWANEE OUTING PROGRAM WAS FOUNDED TO GIVE STUDENTS GUIDED PARTICIPATION IN OUTDOOR ACTIVITIES INCLUDING ROCK CLIMBING, RAPPELLING, MOUNTAIN BIKING, CANOEING, AND KAYAKING. ITS OFFERS STUDENTS THE CHANCE TO EXPLORE THE OUTDOOR ENVIRONMENT OF THE DOMAIN AND TO DEVELOP AS OUTDOOR TRIP LEADERS. 14506146 19617334 HOUSING AND AUXILIARY SERVICES - SUPPORT SERVICES FOR STUDENTS, FACULTY AND STAFF ARE DESIGNED AND OPERATED TO COMPLEMENT AND STRENGTHEN THE INSTRUCTIONAL PROGRAMS OF THE UNIVERSITY. ALL UNDERGRADUATE STUDENTS, EXCEPT MARRIED STUDENTS AND THOSE LIVING AT HOME WITH THEIR FAMILIES,LIVE IN UNIVERSITY-APPROVED HOUSING, PRIMARILY COLLEGE RESIDENCE HALLS. IN KEEPING WITH THE PHILOSOPHY OF BUILDING COMMUNITY AMONG THE STUDENT BODY, STUDENTS ARE NOT ASSIGNED TO RESIDENCE HALLS ACCORDING TO CLASS, FRATERNITY OR SORORITY AFFILIATION, ATHLETICS, OR ACADEMIC DEPARTMENT. STUDENTS CHOOSE FROM AMONG COED OR SINGLE-SEX HALLS; SUBSTANCE-FREE HOUSING IS THE CHOICE AMONG A STEADY NUMBER OF STUDENTS. THERE ARE SEVERAL FOREIGN LANGUAGE HOUSES, AND A "GREEN HOUSE," WHERE STUDENTS FOCUS ON SUSTAINABLE LIVING. THEMATIC RESIDENTIAL CHOICES WITHIN RESIDENCE HALLS INCLUDE SPACES FOR STUDENTS INTERESTED IN ENVIRONMENTAL POLICY, COMMUNITY SERVICE AND OTHER ACTIVITIES.LIVING LEARNING COMMUNITIES ARE THEME-BASED RESIDENCE HALLS WHERE FIRST-YEAR STUDENTS EXPERIENCE CO-CURRICULAR AND SOCIAL OPPORTUNITIES THAT COMPLEMENT THE CLASSROOM EXPERIENCE. PARTICIPATION, WHICH IS VOLUNTARY, CONNECTS STUDENTS AND FACULTY ADVISORS IN AREAS OF THEIRINTELLECTUAL INTERESTS AND ENGAGES STUDENTS IN MEANINGFUL RELATIONSHIPS AND EXPERIENCES. A SOPHISTICATED AND COMPREHENSIVE DINING SERVICE OPTION ENSURES THAT AN ARRAY OF HEALTHY FOOD CHOICES IS AVAILABLE TO STUDENTS. MANY FOOD ITEMS ARE PRODUCED BY LOCAL GROWERS; FOOD WASTE IS COMPOSTED; AND CARE IS TAKEN TO EXERCISE SOCIAL RESPONSIBILITY IN THE PURCHASE OF FOOD AND IN THE CONSUMPTION OF ENERGY NEEDED TO PREPARE IT AND TO WASH UTENSILS AND DISHWARE. 4415592 76863 RESEARCH - WHILE OUTSTANDING TEACHING IS THE PRIMARY FOCUS OF THE FACULTY'S WORK WITH BOTH UNDERGRADUATE AND GRADUATE STUDENTS, THE COMPLEMENTARY NATURE OF RESEARCH THAT INFORMS INSTRUCTION AND CREATES NEW KNOWLEGE IS INTEGRAL TO THE FACULTY'S SCHOLARLY LIFE AT THE UNIVERSITY. EACH YEAR AN IMPRESSIVE ARRAY OF SCHOLARLY WORK IS PRODUCED BY THE FACULTY, SUPPORTED BY A PROGRAM OF SABBATICAL LEAVE FOR JUNIOR AND SENIOR FACULTY ALIKE. IN 2012-13, MEMBERS OF THE FACULTY WERE AWARDED MORE THAN $1.3 MILLION IN NATIONAL AND INTERNATIONAL GRANTS SUPPORTING RESEARCH IN THE ARTS AND HUMANITIES, SOCIAL SCIENCES, AND THE PHYSICAL, ENVIRONMENTAL, AND LIFE SCIENCES. MORE SIGNIFICANTLY, FACULTY ACROSS THE DISCIPLINES INVOLVE STUDENTS IN THEIR RESEARCH WHILE ALSO CREATING OPPORTUNITIES FOR STUDENTS TO CONDUCT ORIGINAL RESEARCH OF THEIR OWN DURING THE ACADEMIC YEAR OR THE SUMMER. MUCH OF THE WORK IS COORDINATED THROUGH AN OFFICE OF UNDERGRADUATE RESEARCH WHICH PROMOTES CLOSE FACULTY-STUDENT INTERACTION IN RESEARCH, AND ALSO COORDINATES ACCESS TO THESE OPPORTUNITIES.OPERATION AND MAINTENANCE OF PLANT - THE UNIVERSITY OWNS AND MAINTAINS MORE THAN 100 BUILDINGS WITH A TOTAL OF 1.5 MILLION SQUARE FEET FOR ACADEMIC INSTRUCTION, STUDENT SERVICES, AND RESIDENCE HALLS. THIRTY-FOUR OF THESE ARE RESIDENCE HALLS, INCLUDING SEVERAL FOREIGN LANGUAGE HOUSES, A COMMUNITY ENGAGEMENT HOUSE AND A GREEN HOUSE. AN ADDITIONAL 136 UNIVERSITY STRUCTURES (WITH ANOTHER 337,306 SQUARE FEET) ARE USED AS RENTAL HOUSING, PRIMARILY FOR MEMBERS OF FACULTY AND STAFF.THE OLDEST UNIVERSITY BUILDING DATES TO 1866; THE NEWEST WAS COMPLETED IN 2013. ALMOST ALL CAMPUS BULDINGS (INCLUDING RESIDENCE HALLS AND ACADEMIC BUILDINGS) HAVE WIRELESS INTERNET ACCESS. ALL BUILDINGS HAVE WIRED CONNECTIVITY.THE BUILDINGS OF THE UNIVERSITY ARE CONSTRUCTED PRIMARILY OF NATIVE SANDSTONE, MUCH OF IT QUARRIED FROM THE UNIVERSITY'S DOMAIN. THE PREDOMINANT ARCHITECTURAL STYLE IS GOTHIC, A REMINDER OF SEWANEE'S TIES TO THE MEDIEVAL UNIVERSITIES OF ENGLAND AND EUROPE. IN THE PASTDECADE, NEW CONSTRUCTION AND RENOVATION OF ACADEMIC AND RESIDENTIAL FACILITIES HAVE CREATED AN ATTRACTIVE ENVIRONMENT FOR LEARNING AND LIVING.SOME KEY CAMPUS FACILITIES INCLUDE:*SPENCER HALL, WHICH OPENED IN 2008, ADDING 47,000 SQUARE FEET TO THE UNIVERSITY'S SCIENCE TEACHING AND RESEARCH FACILITIES. IT GREATLY EXPANDED CLASSROOMS AND LABORATORIES FOR ENVIRONMENTAL SCIENCE AND CHEMISTRY, WHILE ALSO CREATING SPACE FOR A NEW BIOCHEMISTRY MAJOR.ENVIRONMENTALLY SENSITIVE AND CERTIFIED FOR LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SILVER, THE BUILDING'S FACADE BLENDS WITH THE GOTHIC ARCHITECTURE OF SEWANEE'S MAIN ACADEMIC QUADRANGLE WHILE ITS INTERIORS ARE MODERN AND OPEN, CONDUCIVE TO "SCIENCE IN SIGHT" DESIGN.*SNOWDEN HALL, WHICH REOPENED IN 2010 AFTER A RENOVATION AND EXPANSION THAT MORE THAN DOUBLED ITS SIZE, FEATURES NEW LABS, CLASSROOMS, RESOURCE ROOMS, AND RESEARCH SPACE FOR THE STUDY OF FORESTRY, GEOLOGY, AND ENVIRONMENTAL SCIENCES. THE UNIVERSITY'S FIRST LEED GOLD BUILDING, SNOWDEN'S GREEN, FEATURES INCLUDE SOLAR PANELS, (THE FIRST LARGE-SCALE INSTALLATION ON CAMPUS), ENERGY-EFFICIENT WINDOWS, LOCAL AND RECYCLED MATERIALS, AND THE UNIVERSITY'S FIRST STORMWATER MANAGEMENT PRACTICES. THE RENOVATION STRENGTHENS THE BASE OF TECHNICAL SUPPORT - CLASSROOM AND LAB WORK AND ANALYSIS - THAT SNOWDEN PROVIDES FOR THE RESEARCH AND TEACHING DONE IN THE FIELD USING THE RESOURCES OF THE DOMAIN.*FOWLER SPORT AND FITNESS CENTER, BUILT IN 1994 AND USED BY THE UNIVERSITY AND COMMUNITY MEMBERS ALIKE, IS THE CENTERPIECE OF THE UNIVERSITY'S ATHLETIC FACILITIES.*MCCLURG DINING HALL, BUILT IN 2001 COMPLETELY OF NATIVE SANDSTONE, WITH 42,000 SQUARE FEET AND THE CAPACITY TO SERVE 1,500 DINERS.*TENNESSEE WILLIAMS CENTER, A UNIQUE, STATE-OF-THE-ART TEACHING THEATER FOR STUDENTS AND FACULTY OF SEWANEE'S DEPARTMENT OF THEATRE ARTS.*JESSIE BALL DUPONT LIBRARY, WITH PRINCIPAL LIBRARY HOLDINGS NUMBERING MORE THAN 730,000 VOLUMES, AND EXTENSIVE ELECTRONIC DATABASES AND ONLINE JOURNALS FOR STUDENTS, FACULTY, AND STAFF.*ALL SAINTS' CHAPEL, COMPLETED IN 1957 FOR THE CELEBRATION OF THE 100TH ANNIVERSARY OF THE UNIVERSITY, WHICH SITS AT THE CENTER OF CAMPUS.PAGE 2, LINE 4D: 4415592 76863 85214398 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 3299 0 1 1925 1 1 1 1 SP 0 0 0 0 0 0 0 0 X 137 134 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X OFFICE OF THE TREASURER 9315983357 735 UNIVERSITY AVENUE SEWANEE TN 37383 JOHN MCKEE SLOAN 2.00 X 0 0 0 SUSAN SLOAN 2.00 X 0 0 0 CORNELIA HEFLIN 2.00 X 0 0 0 W CHARLES MAYER III 2.00 X 0 0 0 LARRY R BENFIELD 2.00 X 0 0 0 KENNETH T PARKS 2.00 X 0 0 0 BILLY RICHARD CATO 2.00 X 0 0 0 ELLEN GRAY 2.00 X 0 0 0 ROBERT C WRIGHT 2.00 X 0 0 0 SHARON HIERS 2.00 X 0 0 0 STEVE BURNETT 2.00 X 0 0 0 GEORGE WILLIAMSON 2.00 X 0 0 0 GREGORY O BREWER 2.00 X 0 0 0 STEPHEN CLIFTON 2.00 X 0 0 0 PARKER BAUER 2.00 X 0 0 0 FRANK B GUMMEY III 2.00 X 0 0 0 PHILIP M DUNCAN II 2.00 X 0 0 0 JOHN H RIGGIN 2.00 X 0 0 0 AMY HAMILTON 2.00 X 0 0 0 ERIC STEVENSON 2.00 X 0 0 0 JAMES M STANTON 2.00 X 0 0 0 PAUL E LAMBERT 2.00 X 0 0 0 MICHAEL HOFFMAN 2.00 X 0 0 0 HARRIET HAHN COUSINS 2.00 X 0 0 0 ORRIN HARRISON III 2.00 X 0 0 0 PETER LEE 2.00 X 0 0 0 ROBERT ALVES 2.00 X 0 0 0 JOHN O HAROLDSON 2.00 X 0 0 0 J THOMAS SUTTON 2.00 X 0 0 0 GEORGE D YOUNG III 2.00 X 0 0 0 TAYLOR DINSMORE 2.00 X 0 0 0 CHRIS CONE 2.00 X 0 0 0 LEE PHILLIPS 2.00 X 0 0 0 SAMUEL JOHNSON HOWARD 2.00 X 0 0 0 NANCEE MARTIN 2.00 X 0 0 0 PAMELA JORDAN ANDERSON 2.00 X 0 0 0 BLUCHER B LINES 2.00 X 0 0 0 RAYFORD B HIGH 2.00 X 0 0 0 JOHN STANLEY 2.00 X 0 0 0 SHERRI GLASER 2.00 X 0 0 0 CATHERINE WEHLBURG 2.00 X 0 0 0 SCOTT A BENHASE 2.00 X 0 0 0 ROBERT FAIN 2.00 X 0 0 0 WILLIAM R BRUCE 2.00 X 0 0 0 DEBORAH THOMAS 2.00 X 0 0 0 TERRY ALLEN WHITE 2.00 X 0 0 0 BRIAN CLARDY 2.00 X 0 0 0 LESLIE NEWMAN 2.00 X 0 0 0 DOUGLAS HAHN 2.00 X 0 0 0 MICHAEL CARLISLE 2.00 X 0 0 0 ADDISON HOSEA 2.00 X 0 0 0 BUCKNER HINKLE 2.00 X 0 0 0 MORRIS K THOMPSON 2.00 X 0 0 0 RALPH HOWE JR 2.00 X 0 0 0 DREW BROACH 2.00 X 0 0 0 GINA JENKINS 2.00 X 0 0 0 DUNCAN M GRAY III 2.00 X 0 0 0 DAVID ELLIOTT III 2.00 X 0 0 0 SCOTT DAVIS 2.00 X 0 0 0 MARGARET MCLARTY 2.00 X 0 0 0 GEORGE WAYNE SMITH 2.00 X 0 0 0 DORIS WESTFALL 2.00 X 0 0 0 JACK LAULESS 2.00 X 0 0 0 JUDITH LYNN BANDY STUPP 2.00 X 0 0 0 MICHAEL BRUCE CURRY 2.00 X 0 0 0 ANNE HODGES-COPPLE 2.00 X 0 0 0 DAVID JENNINGS FRAZELLE 2.00 X 0 0 0 REID CONRAD 2.00 X 0 0 0 EDWARD DUDLEY COLHOUN IV 2.00 X 0 0 0 J SCOTT MAYER 2.00 X 0 0 0 PATRICIA G RUSSELL 2.00 X 0 0 0 DON GRIFFIS 2.00 X 0 0 0 JOHN HILL 2.00 X 0 0 0 CHARLES G VONROSENBERG 2.00 X 0 0 0 MICHAEL WRIGHT 2.00 X 0 0 0 ANN STIRLING 2.00 X 0 0 0 ROBERT RAY BLACK 2.00 X 0 0 0 LEOPOLD FRADE 2.00 X 0 0 0 RICHARD J AGUILAR 2.00 X 0 0 0 ALYSON CROUCH HARDIN 2.00 X 0 0 0 EDMUND D HENRY III 2.00 X 0 0 0 DABNEY T SMITH 2.00 X 0 0 0 KYLE BENNETT 2.00 X 0 0 0 KAREN O PATTERSON 2.00 X 0 0 0 GREGORY A HEARING 2.00 X 0 0 0 JOHN C BAUERSCHMIDT 2.00 X 0 0 0 POLK VAN ZANDT 2.00 X 0 0 0 H E MILLER JR 2.00 X 0 0 0 W A STRINGER 2.00 X 0 0 0 C ANDREW DOYLE 2.00 X 0 0 0 DENA HARRISON 2.00 X 0 0 0 JEFF W FISHER 2.00 X 0 0 0 WILLIAM C TREADWELL 2.00 X 0 0 0 SANDRA PRATT WILKENS 2.00 X 0 0 0 SETH HINKLEY 2.00 X 0 0 0 ANDREW WALDO 2.00 X 0 0 0 CAROL DEEDIE PHILLIPS MARSHALL 2.00 X 0 0 0 THOMAS H COKER III 2.00 X 0 0 0 MILDRED LEE TANNER 2.00 X 0 0 0 DON E JOHNSON 2.00 X 0 0 0 SENTER CROOK 2.00 X 0 0 0 ROBERT D GOOCH JR 2.00 X 0 0 0 SALLY CASSADY LYON 2.00 X 0 0 0 GARY R LILLIBRIDGE 2.00 X 0 0 0 DAVID MITCHELL REED 2.00 X 0 0 0 BEN NELSON 2.00 X 0 0 0 PAGE WILSON 2.00 X 0 0 0 KATHRYN YOUNG 2.00 X 0 0 0 JACOB W OWENSBY 2.00 X 0 0 0 PAUL D MARTIN 2.00 X 0 0 0 ANDREA MARIE PETROSH 2.00 X 0 0 0 GEORGE KING MUNSON JR 2.00 X 0 0 0 G PORTER TAYLOR 2.00 X 0 0 0 LAWRENCE BRITT 2.00 X 0 0 0 KEMPER WILLIAMS BROWN 2.00 X 0 0 0 BILL STIEFEL JR 2.00 X 0 0 0 ELLIOTT HARRIGAN 2.00 X 0 0 0 JOHN CLARK 2.00 X 0 0 0 MICHAEL SULLIVAN 2.00 X 0 0 0 KATHRYN INGRAM THOMPSON 2.00 X 0 0 0 BERT WHITE 2.00 X 0 0 0 BRIAN K BURGESS 2.00 X 0 0 0 STEPHEN GRAY 2.00 X 0 0 0 SAGE HOARE 2.00 X 0 0 0 JANET S MCDONALD 2.00 X 0 0 0 STEWART H THOMAS 2.00 X 0 0 0 DUDLEY M WEST 2.00 X 0 0 0 GARY BUTTERWORTH 2.00 X 0 0 0 ROB JOHNSON 2.00 X 0 0 0 LOUIS RICE 2.00 X 0 0 0 COLLEEN BEECKEN RYE 2.00 X 0 0 0 JEFF WHORLEY 2.00 X 0 0 0 RUTH SANCHEZ-IMIZCOZ 40.00 X 97171 0 19375 CYNTHIA S CRYSDALE 40.00 X 85955 0 16044 SCOTT WILSON 40.00 X 80593 0 37666 BENTLEY MANNING 2.00 X 0 0 0 THOMAS HALL 2.00 X 0 0 0 JOHN M MCCARDELL JR 40.00 X 503650 0 74253 JERRY FORSTER 40.00 X 181819 0 27391 JOHN GATTA 40.00 X 178498 0 18380 JETT FISHER 40.00 X 160243 0 77108 LEE ANN BACKLUND 40.00 X 155717 0 23150 DONNA PIERCE 40.00 X 149406 0 22847 ERIC HARTMAN 40.00 X 116134 0 23524 JOHN SWALLOW 40.00 X 111410 0 36524 PAUL WILEY 40.00 X 96711 0 21788 SARAH SUTHERLAND 40.00 X 94391 0 18904 NEIL ALEXANDER 40.00 X 17726 0 15182 LINDA LANKEWICZ 40.00 X 187917 0 24947 EUGENE PRUNTY 40.00 X 174460 0 34370 YASMEEN MOHIUDDIN 40.00 X 160514 0 21751 FREDERICK CROOM 40.00 X 149592 0 34313 JOEL CUNNINGHAM 40.00 X 146919 0 30900 2848826 0 578417 38 0 1 0 RW CONSTRUCTION 70 DAVIS LANE TRACY CITY TN 37387 CONSTRUCTION 328352 BLUE OAK PROJECTS PO BOX 890 WINCHESTER TN 38398 CONSTRUCTION 252892 SANITATION DEPT PO BOX 22 MONTEAGLE TN 37356 TRASH REMOVAL 205263 NUTT CONSTRUCTION PO BOX 251 TULLAHOMA TN 37388 CONSTRUCTION 189370 SOUTHEASTERN TURF 1075 HWY 41 A SOUTH EAGLEVILLE TN 37060 TURF INSTALLATION 168277 10 342978 16223060 1374304 16566038 TUITION & FEES 611310 55956194 55956194 AUXILIARY SALES & SERVICE 611310 19617334 19617334 EDUCATION SALES & SERVICE 611310 2301156 2301156 77874684 13056203 -52714 13108917 1734333 1734333 66993607 64993879 1999728 1999728 1999728 111230986 77874684 -52714 16842978 20440787 20440787 2292883 910948 1289729 92206 35924700 28766408 5809705 1348587 3020493 2411793 608700 6146952 4821929 833540 491483 2336045 1852672 483373 88542 33211 55151 180 98640 5150 93490 3017041 3017041 6061053 5031264 941225 88564 428442 165290 262493 659 1650335 1170298 330726 149311 1258731 850438 404540 3753 55703 55703 1152542 983552 134719 34271 2144872 1789107 276220 79545 289754 231865 55444 2445 1210981 1210981 4288317 3788569 499748 771435 498080 270036 3319 FOOD 4055681 3769820 223508 62353 RENEWALS AND REPLACEMEN 2770990 1801764 969226 UTILITIES 2655817 2608791 47026 EQUIPMENT RENTAL/MAINTE 1503102 1401939 87691 13472 785328 669742 115586 104449166 85214398 16864620 2370148 2857733 5088536 74528605 70724255 23253965 19400725 881176 1550965 69383 36169 2659562 2653724 403381 339377 482070 2706364 234079325 78990998 139013510 155088327 290017749 324088036 5694901 5440795 539862035 587117273 7625043 11153360 1899546 2238143 38177088 61515932 7626475 7445523 55328152 82352958 X 194786456 202814005 150034648 159695258 139712779 142255052 484533883 504764315 539862035 587117273 6781820 13448612 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208.00 0 0 1 1 449.00 10475 X X X 0 0 318951183 8617720 22614726 5853531 7805979 336524119 318709539 10044584 3315401 5533669 7584672 318951183 272487483 5033969 54223352 5698947 7336318 318709539 246098443 11241702 28421915 5498353 7776224 272487483 313206187 6418592 -60013539 5593100 7919697 246098443 0.23000 0.40000 0.37000 1 0 1635425 11338358 12973783 196779 158081531 46046336 112231974 42938585 32944662 9993923 19888647 19888647 155088327 EQUITIES 242328956 F BONDS 58182680 F CASH VALUE OF INSURANCE 1167527 F ASSETS HELD BY TRUSTEE 22408873 F 324088036 REFUNDABLE ADVANCES 2721089 POST RETIREMENT OBLIGATION 4724434 7445523 X 102932749 13448612 -18729808 -5281196 108213945 3017041 3017041 111230986 82702317 0 82702317 3017041 18729808 21746849 104449166 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS - CONTRA REVENUE PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS - CONTRA REVENUE PART III, LINE 1A: THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT. PART III, LINE 4: THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. 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 UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGUES. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE. 1 SOUTH ASIA 0 3 PROGRAM SERVICE INSTRUCTION 58893 EAST ASIA & PACIFIC 0 5 PROGRAM SERVICE INSTRUCTION 84315 EUROPE 1 9 PROGRAM SERVICE INSTRUCTION 468207 CENTRAL EUROPE 0 2 PROGRAM SERVICE INSTRUCTION 52679 SOUTH AMERICA 0 2 PROGRAM SERVICE INSTRUCTION 10786 CENTRAL AMERICA & CARIBBEAN 0 2 PROGRAM SERVICE INSTRUCTION 25005 CENTRAL AMERICA & CARIBBEAN 0 0 INVESTMENTS 32648000 1 23 0 0 1 23 33347885 0 33347885 SCHOLARSHIP SOUTH ASIA 5 3500 CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE SCHOALRSHIP CENTRAL AMERICA & CARIBBEAN 2 1650 CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE SCHOLARSHIP EUROPE 5 81219 CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE SCHOLARSHIP CENTRAL EUROPE 8 20750 CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE 1 0 0 1 0 0 SCHEDULE F, PART I, LINE 2: SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. SCHEDULE F, PART IV, LINE 1: THE UNIVERSITY WAS A DIRECT TRANSFEROR OF CASH TO 10 DIFFERENT FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR & COMPLETED THE FORM 926. SCHEDULE F, PART IV, LINE 4: THE UNIVERSITY IS AN INVESTOR IN ONE OR MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE UNIVERSITY DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR 2013. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E). SCHEDULE F, PART IV, LINE 3: THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471. 1 SCHOLARSHIPS - STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH 1237 20440787 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MERIT-BASED SCHOLARSHIPS & NEED-BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION & FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM & EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT/SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHN M MCCARDELL JR 486254 0 0 0 17396 0 37500 0 37198 0 578348 0 0 0 JERRY FORSTER 165065 0 0 0 16754 0 17431 0 10405 0 209655 0 0 0 JOHN GATTA 177736 0 0 0 762 0 17780 0 1045 0 197323 0 0 0 JETT FISHER 159985 0 0 0 258 0 17031 0 67408 0 244682 0 0 0 LEE ANN BACKLUND 155459 0 0 0 258 0 16160 0 7435 0 179312 0 0 0 DONNA PIERCE 149010 0 0 0 396 0 15557 0 7735 0 172698 0 0 0 LINDA LANKEWICZ 170579 0 0 0 17338 0 17957 0 7435 0 213309 0 0 0 EUGENE PRUNTY 173815 0 0 0 645 0 26780 0 8034 0 209274 0 0 0 YASMEEN MOHIUDDIN 160339 0 0 0 175 0 14161 0 7922 0 182597 0 0 0 FREDERICK CROOM 148826 0 0 0 766 0 24077 0 10681 0 184350 0 0 0 JOEL CUNNINGHAM 146157 0 0 0 762 0 23310 0 8035 0 178264 0 0 0 PART I, LINE 1A THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCABLE TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D). A FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD 521282324 BS1353325 2005-12-01 13200000 ACADEMIC BUILDING & DORM RENOVATIONS 0 0 0 B FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD 521282324 NONEAVAIL 2009-07-30 14400000 REDEMPTION OF PRIOR BONDS & ACADEMIC BUILDING RENOVATIONS 0 0 0 C FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD 521282324 353325DG5 2012-11-08 41051769 DORM RENOVATION, NEW DORM CONSTRUCTIONS, & REFINANCE OF PRIOR BONDS 0 0 0 A 13200000 124120 168349 13097719 2008 0 0 1 1 B 10000000 14400000 47500 4352500 2010 1 0 1 1 C 17249704 41051769 298972 23802065 2014 1 1 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 1 0 0 0 0 C 0 0 0 1 0 0 0 0 0 A 1 B 1 C 1 JETT FISHER JETT FISHER IS AN OFFICER OF THE UNIVERSITY. COLLEGE ASSISTANCE X 14632 669 0 1 1 PAUL WILEY PAUL WILEY IS AN OFFICER OF THE UNIVERSITY. COLLEGE ASSISTANCE X 24000 14500 0 1 1 PAUL WILEY PAUL WILEY IS AN OFFICER OF THE UNIVERSITY. TUITION ASSISTANCE X 35000 21000 0 1 1 36169 136407 NEED-BASED SCHOLARSHIP ROOM, BOARD AND TUITION ASSISTANCE 28000 MERIT-BASED SCHOLARSHIP ROOM, BOARD AND TUITION ASSISTANCE X 2 0 N/A X 1 0 N/A X 0 N/A X 106 1203062 QUOTED STOCK PRICE X HORSE 4 0 N/A X BUILDING MATERIAL 2 171242 INVOICE X SUPPLIES 1 0 N/A X LIFE POLICY 1 0 N/A 4 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: REVENUES ARE NOT RECOGNIZED FOR NON-CASH CONTRIBUTIONS (GIFTS-IN-KIND) WHEN THE RELATED ASSET IS NOT RECOGNIZED ON THE BALANCE SHEET. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL THE POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL. THE COMMITTEE THEN PROVIDES THE BOARD OF REGENTS COPIES FOR CONSIDERATION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. THERE HAS BEEN NO INCREASE IN COMPENSATION FOR THE LAST TWO FISCAL YEARS; HOWEVER, WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES THAT UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE (I) REASONABLE AND COMPETITIVE, (II) REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND (III) GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLICUPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.