2013-04-12T13:56:20-05:00 2012-05-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2011-06-01 630288811 Birmingham-Southern College % MR ELI PHILLIPS BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 general charles krulak 2013-04-11 true Sandra L Feinsmith 4046886841 2011 2016-02-25 16:41:14Z general charles krulak 900 ARKADELPHIA ROAD Birmingham AL 35254 62284186 false X www.bsc.edu X 1856 AL Birmingham-Southern College is a Four-Year Collegiate Liberal Arts Institution operating under the auspices of the Alabama-West Florida and North Alabama Conferences of the United methodist church. 55 55 873 104 -10904 -10904 10619114 9116266 55181462 52903744 7996127 172767 1663045 91409 75459748 62284186 22166346 21125948 0 0 26851005 19701135 0 0 808300 26268562 26147123 75285913 66974206 173835 -4690020 200893319 189448079 83490145 79273676 117403174 110174403 X Birmingham-Southern College provides a liberal arts education of distinctive quality. The college challenges students to think independently, to examine the arts and sciences aesthetically and critically, and to communicate clearly. It fosters the advancement of scholarship, personal and resourceful learning, and comprehensive advising. The total educational experience at Birmingham-Southern College focuses on individual students and their intellectual and ethical development, and offers opportunities for spiritual and physical well-being. The academic program challenges students to understand a range of disciplines and requires the in-depth study of one. The college is distinguished by a dedicated faculty, undergraduate scholarship and research, Interim term, leadership studies and service-learning, cross-cultural opportunities, on- and off-campus mentor relationships, and by graduate education within a liberal arts context. Birmingham-Southern College operates under the auspices of t false false 34280752 21125948 52903744 Educational Opportunities for Students During The 2011-2012 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. 34280752 true true false false false false false false true true false false true true true false true true false false false false false false false false false true true false false false false true false false true true false false false true false false false false false true 274 0 true 873 true false false false false false false false false false false X 55 55 true false true false false false false true true false false true true true true true true true true false AL X X MR ELI PHILLIPS 2052264630 900 ARKADELPHIA ROAD Birmingham AL 35254 MS ANN E ADAMS 1.0 X MR DAN ANDERSON 1.0 X MR W MICHAEL ATCHISON 1.0 X MR CARL F BAILEY 1.0 X MR DAVID R BAKER 1.0 X MR JOHN B BARNETT iii 1.0 X Mr hamp baxley 1.0 X MR JULIAN G BISHOP 1.0 X DR WILLIAM H BOSTICK JR 1.0 X DR PETER D BUNTING 1.0 X MR DANIEL B COLEMAN 1.0 X mr charles w daniel 1.0 X MR H CORBIN DAY 1.0 X Bishop paul a duffey sr 1.0 X Mr Denson N Franklin III 1.0 X X Mr T Morris Hackney 1.0 X mrs marguerite jones harbert 1.0 X MR EDWARD L HARDIN Jr 1.0 X MR DONALD E HESS 1.0 X Mr William C Hulsey 1.0 X Mr Philip C Jackson jr 1.0 X MR DONALD M JAMES 1.0 X Dr Wayne W Killion Jr 1.0 X X MR BENNY M LARUSSA JR 1.0 X bishop paul l leeland 1.0 X MR CLAY C LONG 1.0 X MR THOMAS H LOWDER 1.0 X MR JOHN J MCMAHON JR 1.0 X mrs katherine m mctyeire 1.0 X dr allen d montgomery 1.0 X bishop robert c morgan 1.0 X DR WILLIAM B MORGAN 1.0 X MR JACK NARAMORE 1.0 X MR RUFFNER PAGE JR 1.0 X MR CHARLES PERRY JR 1.0 X MR C DOWD RITTER 1.0 X Mr Bruce F Rogers 1.0 X X Mr George B Salem 1.0 X rev david saliba 1.0 X MR HERBERT A SKLENAR 1.0 X Mr David M Smith 1.0 X MR GEORGE A SMITH JR 1.0 X DR SC STANFORD 1.0 X Mr James T Stephens 1.0 X X MR KEVIN RICHARD STUMP SR 1.0 X Mr William A Terry 1.0 X DR PAULETTE B THOMPSON 1.0 X REV KEITH THOMPSON 1.0 X MR KEVIN TUCKER 1.0 X DR WESLEY H WACHOB 1.0 X MR JOHN WATTS sr 1.0 X BISHOP WILLIAM H WILLIMON 1.0 X DR ANDREW R WOLFE 1.0 X REV PAUL D WOLFE 1.0 X MRs DELYNN ZELL 1.0 X General Charles Krulak 40.0 X dR MARK SCHANTZ 40.0 X 204263 0 10338 dr kathleen rossmann 40.0 X 159405 0 213 Mr LANE ESTES 40.0 X 112519 0 10338 MR ANTHONY HAMBEY 40.0 X 106697 0 10338 MR JAMES WAGNON 40.0 X 93591 0 10338 dR DAVID EBERHARDT 40.0 X 83291 0 10338 MR ELI PHILLIPS 40.0 X 67751 0 4039 MS ADELIA PATRICK thompson 40.0 X 54032 0 2534 MR JOE DEAN 40.0 X 171618 0 4613 MR A DUANE REBOUL 40.0 X 170994 0 4002 dR ERNEST CHEW 40.0 X 106800 0 129 dR H WAYNE CHEW 40.0 X 105797 0 8358 dr SARA ROBICHEAUX 40.0 X 93041 10338 1529799 0 85916 8 false true false Aramark Corporation 1101 Market Street 24th Floor PHILADELPHIA PA 191072988 food service 4097502 ABM ENGINEERING SERVICES 261 LYON LANE BIRMINGHAM AL 35211 ENGINEERING 630250 APOGEE INC 715 WEST 23RD STREET AUSTIN TX 78705 IT SERVICES 577471 SOUTHERN BUILDING MAINTENANCE 2860 VESTAVIA FOREST DRIVE BIRMINGHAM AL 35216 MAINTENANCE 483542 LANDSCAPE SERVICES 4641 HWY 280 BIRMINGHAM AL 35242 LANDSCAPE 457836 21 578246 8538020 1454546 9116266 TUITION & FEES 611710 37619207 37619207 DORM REVENUES 611710 7302152 7302152 CAFETERIA 611710 4638771 4638771 BOOKSTORE SALES 611710 1112599 1112599 OTHER SOURCES 611710 2231015 2231015 52903744 839489 -10904 850393 0 0 91409 91409 91409 91409 -666722 -666722 -666722 -666722 0 0 0 0 62284186 52903744 -10904 275080 0 21125948 21125948 0 0 1616136 852513 623254 140369 0 14480992 7781186 6324370 375436 0 2508939 901857 1546049 61033 1095068 614637 434246 46185 374344 8262 366082 210724 210724 289643 289643 0 0 0 1454174 223297 1230877 959498 77468 790143 91887 6072116 1258495 4736182 77439 963102 328740 634362 0 3123590 1900 3121690 1122673 849360 257362 15951 0 191403 190826 577 3208406 366 3208040 0 3943480 3943480 314425 65897 248528 OTHER EXPENSES 3919545 3919545 66974206 34280752 31885154 808300 X 7173270 7768269 0 0 8458987 6501977 832431 925818 0 0 0 0 5525895 5201092 0 0 0 0 210979936 98718062 115332275 112261874 52110865 47187779 0 0 0 0 0 0 11459596 9601270 200893319 189448079 4153339 1168947 0 0 0 0 48404114 26315000 0 0 0 0 18784924 40570679 0 0 12147768 11219050 83490145 79273676 X 20709580 42664843 18345814 12997241 78347780 54512319 117403174 110174403 200893319 189448079 X -4690020 -2538751 X X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52094376 1112199 -2202335 2396469 895583 319553 47392635 56623075 3152614 6890502 3751548 10820267 0 52094376 66364888 3067131 6629770 9065466 6795618 3577630 56623075 100725748 3017228 -19909926 1619701 15848461 0 66364888 1.00000 false false 2721611 2721611 158941043 59216795 99724248 22542681 16413033 6129648 17511895 15373097 2138798 9262706 7715137 1547569 112261874 OTHER ASSETS 2108995 BENEFICIAL INTEREST IN TRUSTS 7492275 9601270 0 SALARIES AND BENEFITS PAYABLE 3701228 OTHER LIABILITIES 2367554 ADV FROM FED GOV'T FOR STUDENT LOANS 2654933 DEPOSITS HELD IN CUSTODY FOR OTHERS 76304 TRUST AND ANNUITY PAYMENT LIABILITY 2419031 11219050 62284186 66974206 -4690020 -2538751 -2538751 -7228771 38619487 -2538751 -2538751 41158238 21125948 21125948 62284186 45848258 45848258 21125948 21125948 66974206 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 DOES NOT BELievE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE FISCAL YEARS ENDED MAY 31, 2012 AND 2011. Part XII Line 4b INSTITUTIONAL AWARDS: 21,125,948 PART XIII LINE 4B INSTITUTIONAL AWARDS: 21,125,948 true true true true true true true false false false false false false false false true false true Line 3 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. true Student Aid & Institutional Awards 1397 21125948 Schedule I, Part I, Line 2 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. X X true true X X X X X false false false false false false false false false dR MARK SCHANTZ 204263 0 0 0 0 0 0 0 10338 0 214601 0 0 0 dr kathleen rossmann 159405 0 0 0 0 0 0 0 213 0 159618 0 0 0 MR JOE DEAN 171618 0 0 0 0 0 0 0 4613 0 176231 0 0 0 MR A DUANE REBOUL 170994 0 0 0 0 0 0 0 4002 0 174996 0 0 0 Part I, Line 1a 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. Mr H Corbin Day trustee-relative is a student 14000 scholarship Rev Keith Thompson trustee-relatives are students 42000 scholarships Mr John Watts Sr trustee-relative is a student 10113 scholarship JT Stephens trustee 230675 Subscription services false C Dowd Ritter Trustee 255117 INS PMT FOR BANK NOTE false Sch. L, Part IV, Business Transactions Involving Interested Persons (A) Name of Person: J.T. Stephens (B) Relationship Between Interested Person and Organization: BSC-Board trustee (c) Amount of transaction: $230,675 (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. (A) Name of Person: C. Dowd Ritter (B) Relationship Between Interested Person and Organization: BSC-Chairman of the Board of Trustees. (c) Amount of transaction: $255,117 (D) Description of Transaction: Mr. Ritter is a Trustee & Officer of Regions Financial Corp, which holds various notes payable of the College. The college pays interest expense, refinance costs, investment management fees & insurance costs for the Company's services. X 10 224790 stock exchange value X 1 1200756 stock exchange value X Steinway Grand Piano 1 29000 FMV false false false Form 990, Part VI, Section A, Line 2 mr. George A. Smith, jr. and mr. david m. Smith - Family relationship Mr. charles Perry, jr. and mr. william a. terry - business relationship Mr. W. michael atchison and mr. edward l. hardin - business relationship Bishop robert c. Morgan and Dr. William B. Morgan - family relationship Bishop William H. Willimon, Dr. William B. Morgan, Dr. Andrew R. Wolfe, Keith Thompson and William Bostick- Business relationship Bishop Paul L. Leeland, Dr. Wesley h. Wachob, Dr. Paul D. Wolfe - Business relationship Form 990, Part VI, Section A, Line 4 A new set of Bylaws and an Amended and Restated Certificate of Formation was approved and passed by the Board of Trustees. Significant changes to the new Bylaws included the following: North Alabama and Alabama-West Florida United Methodist Conferences can elect to have four members (two from each conference) sit on the College's board rather than the previous 16 (four clergy and four laypeople from each conference). Committees of the Board have changed from the Executive Committee, the Finance and Investment Committee, the Committee on Board Membership and Nominations, the Institutional Advancement Committee, the Audit Committee, the Academic Affairs Committee, the Buildings and Grounds Committee, the Governance Committee, the Compensation Committee, and the Athletic Affairs Committee to the Executive Committee, the Academic Affairs Committee, the Audit Committee, the Enrollment Management and Athletics Committee, the Finance and Investment Committee, the Governance and Membership Committee, and the Institutional Advancement Committee. 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 XI, Line 5 Other changes in net assets: Unrealized Losses on Investments (2,538,751) form 990, part xii, line 2c Process has not changed from prior year. Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 2120882 15793908 BSC