UNIVERSITY OF THE SOUTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE SOUTH (EIN 62-0475697)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-03
- IRS object ID
- 201301239349300240
- Schema version
- 2011v1.5
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T12:02:05-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621336737 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSSLIN & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 BEDFORD AVENUE SUITE 103 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620475697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF THE SOUTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9315981349 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 UNIVERSITY AVE | AddressLine1 |
| City | SEWANEE | City |
| State | TN | State |
| ZIP Code | 373831000 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH SUTHERLAND | Name |
| Title | INTERIM TREASURER | Title |
| Phone | 9315981349 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD M WINSTEAD | Name |
| PTIN | P00231865 | PTIN |
| Phone | 6153205500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN M MCCARDELL JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 UNIVERSITY AVE | AddressLine1 |
| City | SEWANEE | City |
| State | TN | State |
| ZIP Code | 373831000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 138333151 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.SEWANEE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1857 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 134 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 131 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1744 | TotalNbrEmployees |
| Total Nbr Volunteers | 1192 | TotalNbrVolunteers |
| Total Gross UBI | -159200 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -159200 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13072308 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18301657 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 78908905 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 74437159 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28645906 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10056632 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1655832 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1854993 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 122282951 | TotalRevenuePriorYear |
| Total Revenue Current Year | 104650441 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22415391 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19833838 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 44948670 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46477936 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2322455 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35818591 | OtherExpensePriorYear |
| Other Expenses Current Year | 35064495 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103182652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 101376269 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 19100299 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3274172 | RevenuesLessExpensesCY |
| Total Assets BOY | 542232657 | TotalAssetsBOY |
| Total Assets EOY | 539862035 | TotalAssetsEOY |
| Total Liabilities BOY | 56439847 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 55328152 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 485792810 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 484533883 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 53361719 | Expense |
| Grants | 19804086 | Grants |
| Revenue | 53855237 | Revenue |
| Description | SEE SCHEDULE O. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11438922 | Expense |
| Grants | 29752 | Grants |
| Revenue | 2296156 | Revenue |
| Description | SEE SCHEDULE O. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12852795 | Expense |
| Grants | 0 | Grants |
| Revenue | 17906022 | Revenue |
| Description | SEE SCHEDULE O. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4463084 | Expense |
| Grants | 0 | Grants |
| Revenue | 379744 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4463084 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 379744 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 82116520 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3410 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1744 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 134 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 131 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE OF THE TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9315981349 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 UNIVERSITY AVE | AddressLine1 |
| City | SEWANEE | City |
| State | TN | State |
| ZIP Code | 373831000 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (150 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN MCKEE SLOAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN SLOAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| W CHARLES MAYER III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CORNELIA HEFLIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LARRY R BENEFIELD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH T PARKS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELLEN GRAY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAN ADAMS-MCCASLIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| J NEIL ALEXANDER | |||||||
| CHANCELLOR | 2.00 | X | 0 | 0 | 0 | ||
| SHARON L HIERS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEVE BURNETT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN FORD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGORY O BREWER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN CLIFTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PARKER BAUER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| FRANK B GUMMEY III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP M DUNCAN II | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN H RIGGIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ERIC STEVENSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| AMY HAMILTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES M STANTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAUL E LAMBERT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT M CORLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HARRIET HAHN COUSINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ORRIN HARRISON III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CLIFTON DANIEL III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT ALVES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| J THOMAS SUTTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL STROUD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE D YOUNG III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TAYLOR DINSMORE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHRIS CONE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LEE PHILLIPS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SAMUEL JOHNSON HOWARD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| NANCEE MARTIN COFFEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BLUCHER B LINES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAMELA JORDAN ANDERSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| C WALLIS OHL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN STANLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CATHERINE WEHLBURG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SHERRI GLASER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT A BENHASE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT FAIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM R BRUCE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DEBORAH THOMAS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TERRY ALLEN WHITE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK BOURLAKAS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES MCGINLEY MAC JEFFERSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LESLIE NEWMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHILTON R KNUDSEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL CARLISLE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ADDISON HOSEA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT ROSS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MORRIS K THOMPSON JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RALPH HOWE JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GINA JENKINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DREW BROACH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DUNCAN M GRAY III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID ELLIOTT III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT DAVIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARGARET MCLARTY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE WAYNE SMITH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LLEWELLYN M HEIGHAM JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JUDITH LYNN BANDY STUPP | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JACK LAULESS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL BRUCE CURRY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID JENNINGS FRAZELLE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANN WINDON CRAVER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JONATHAN ENGRAM | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| J SCOTT MAYER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PATRICIA G RUSSELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DON GRIFFIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN HILL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK J LAWRENCE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MACREADIE BARR III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM CLARKSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH LEWIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LEOPOLD FRADE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD J AGUILAR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| EDMUND T HENRY III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALYSON CROUCH HARDIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DABNEY T SMITH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KYLE BENNETT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGORY A HEARING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID DUNN-RANKIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN C BAUERSCHMIDT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| POLK VAN ZANDT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| H E MILLER JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| W A STRINGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| C ANDREW DOYLE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DENA HARRISON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C TREADWELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM A GAGE JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SETH HINKLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANDREW WALDO | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DEEDIE PHILLIPS MARSHALL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MILDRED LEE TANNER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS H COKER III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DON E JOHNSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SENTER CROOK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BRUCE STEINHAUER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT D GOOCH JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GARY R LILLIBRIDGE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID MITCHELL REED | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SEAN MALONEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KATHRYN YOUNG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAGE WILSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| D BRUCE MACPHERSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAUL D MARTIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANDREA MARIE PETROSH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE KING MUNSON JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| G PORTER TAYLOR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LAWRENCE BRITT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BILL STIEFEL JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KEMPER WILLIAMS BROWN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH FINCH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HAROLD RAHN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGG ROBERTSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID SHIPPS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DORIS WESTFALL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELLIOTT HARRIGAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JACK B HOBSON JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL SULLIVAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KATHRYN INGRAM THOMPSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BERT WHITE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN K BURGESS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN GRAY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JANET S MCDONALD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEWART H THOMAS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DUDLEY M WEST | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RUTH SANCHEZ-IMIZCOZ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CYNTHIA S CRYSDALE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT H WILSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELLIOTT FISHER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MCCARDELL JR | |||||||
| VICE CHANCELLOR & PRESIDENT | 40.00 | 506385 | 0 | 73945 | X | ||
| JOHN GATTA | |||||||
| DEAN OF THE COLLEGE | 40.00 | 177930 | 0 | 18204 | X | ||
| LINDA LANKEWICZ | |||||||
| PROVOST | 40.00 | 173358 | 0 | 24767 | X | ||
| JETT FISHER | |||||||
| VP-ADVANCEMENT | 40.00 | 161199 | 0 | 97003 | X | ||
| JERRY FORSTER | |||||||
| VP-FINANCE & ADMINISTR | 40.00 | 161193 | 0 | 51204 | X | ||
| LEE ANN AFTON-BACKLUND | |||||||
| DEAN OF ADMISSION | 40.00 | 158569 | 0 | 19710 | X | ||
| DONNA PIERCE | |||||||
| LEGAL COUNSEL | 40.00 | 149619 | 0 | 22213 | X | ||
| WILLIAM STAFFORD | |||||||
| DEAN OF SCHOOL OF THEOLOGY | 40.00 | 123307 | 0 | 41287 | X | ||
| ERIC HARTMAN | |||||||
| DEAN OF STUDENTS | 40.00 | 115355 | 0 | 22948 | X | ||
| PAUL WILEY | |||||||
| SECRETARY | 40.00 | 98303 | 0 | 21415 | X | ||
| JOHN SWALLOW | |||||||
| PROVOST | 40.00 | 38391 | 0 | 38391 | X | ||
| JOEL CUNNINGHAM | |||||||
| PROFESSOR | 40.00 | 215100 | 0 | 40606 | X | ||
| EUGENE PRUNTY | |||||||
| PROFESSOR & CONF. DIRECTOR | 40.00 | 174233 | 0 | 33925 | X | ||
| FREDERICK CROOM | |||||||
| PROFESSOR | 40.00 | 152573 | 0 | 33810 | X | ||
| YASMEEN MOHIUDDIN | |||||||
| PROFESSOR | 40.00 | 171864 | 0 | 15202 | X | ||
| JOHN REISHMAN | |||||||
| PROFESSOR | 40.00 | 144123 | 0 | 28951 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2721502 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 583581 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SWEETON HOME RESTORATION | |||||
| 1010 WEST MAIN ST | MONTEAGLE | TN | 37356 | CONSTRUCTION | 373194 |
| JERRY GARNER DBA GARNER'S PAINTING | |||||
| 72 DUNCAN LANE | WINCHESTER | TN | 37398 | PAINTING | 252937 |
| CHAMBLISS BAHNER & STOPHEL | |||||
| TWO UNION SQ 1000 TALLAN BLDG | CHATTANOOGA | TN | 37402 | LEGAL CONSULTATION | 237071 |
| SANITATION DEPT | |||||
| PO BOX 22 | MONTEAGLE | TN | 37356 | TRASH REMOVAL | 198524 |
| JAYNE SLAGLE DBA NATURAL BRIDGE EVENTS | |||||
| PO BOX 852 | SEWANEE | TN | 37375 | CATERING | 135517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 772008 | GovernmentGrants |
| All Other Contributions | 17529649 | AllOtherContributions |
| Noncash Contributions | 3731270 | NoncashContributions |
| Total Contributions | 18301657 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611310 | 53855237 | 53855237 |
| AUX. SALES & SERVC | 611310 | 17906022 | 17906022 |
| EDUC. SALES & SERV | 611310 | 2675900 | 2675900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 74437159 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11123175 | TotalRevenueColumn |
| Unrelated Business Revenue | -159200 | UnrelatedBusinessRevenue |
| Exclusion | $11,282,375 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1854993 | TotalRevenueColumn |
| Exclusion | $1,854,993 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32616167 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33682710 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1066543 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1066543 | TotalRevenueColumn |
| Exclusion | -$1,066,543 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104650441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 74437159 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -159200 | UnrelatedBusinessRevenue |
| Exclusion | $12,070,825 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19833838 | Total |
| Program Services | 19833838 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2230704 | Total |
| Program Services | 925122 | ProgramServices |
| Management And General | 1214663 | ManagementAndGeneral |
| Fundraising | 90919 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32915605 | Total |
| Program Services | 25653810 | ProgramServices |
| Management And General | 5947858 | ManagementAndGeneral |
| Fundraising | 1313937 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2995149 | Total |
| Program Services | 2257605 | ProgramServices |
| Management And General | 737544 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6199033 | Total |
| Program Services | 4825644 | ProgramServices |
| Management And General | 899790 | ManagementAndGeneral |
| Fundraising | 473599 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2137445 | Total |
| Program Services | 1605050 | ProgramServices |
| Management And General | 532395 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355651 | Total |
| Program Services | 36033 | ProgramServices |
| Management And General | 319618 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62300 | Total |
| Program Services | 5150 | ProgramServices |
| Management And General | 57150 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2640742 | Total |
| Management And General | 2640742 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9191117 | Total |
| Program Services | 8222525 | ProgramServices |
| Management And General | 863718 | ManagementAndGeneral |
| Fundraising | 104874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382243 | Total |
| Program Services | 331545 | ProgramServices |
| Management And General | 49976 | ManagementAndGeneral |
| Fundraising | 722 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1576216 | Total |
| Program Services | 1147391 | ProgramServices |
| Management And General | 297200 | ManagementAndGeneral |
| Fundraising | 131625 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1319208 | Total |
| Program Services | 764726 | ProgramServices |
| Management And General | 550661 | ManagementAndGeneral |
| Fundraising | 3821 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24804 | Total |
| Management And General | 24804 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1063074 | Total |
| Program Services | 935778 | ProgramServices |
| Management And General | 87326 | ManagementAndGeneral |
| Fundraising | 39970 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2462347 | Total |
| Program Services | 1660765 | ProgramServices |
| Management And General | 695415 | ManagementAndGeneral |
| Fundraising | 106167 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317503 | Total |
| Program Services | 275624 | ProgramServices |
| Management And General | 38507 | ManagementAndGeneral |
| Fundraising | 3372 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1271717 | Total |
| Program Services | 1271717 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4248088 | Total |
| Program Services | 3765768 | ProgramServices |
| Management And General | 482320 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674556 | Total |
| Program Services | 407019 | ProgramServices |
| Management And General | 264062 | ManagementAndGeneral |
| Fundraising | 3475 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RENEWALS & REPLACEMENTS | 3313646 | 2469555 | 838245 | 5846 |
| UTILITIES | 2787465 | 2728669 | 58796 | |
| FOOD | 1798362 | 1502388 | 268459 | 27515 |
| MISC | 1087830 | 1055707 | 32123 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487626 | Total |
| Program Services | 435091 | ProgramServices |
| Management And General | 35922 | ManagementAndGeneral |
| Fundraising | 16613 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101376269 | Total |
| Program Services | 82116520 | ProgramServices |
| Management And General | 16937294 | ManagementAndGeneral |
| Fundraising | 2322455 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5103295 | BOY |
| EOY | 2857733 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58598737 | BOY |
| EOY | 74528605 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40575793 | BOY |
| EOY | 23253965 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791546 | BOY |
| EOY | 881176 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43978 | BOY |
| EOY | 69383 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2860977 | BOY |
| EOY | 2659562 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412482 | BOY |
| EOY | 403381 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422698 | BOY |
| EOY | 482070 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 214684310 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 75670800 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135584421 | BOY |
| EOY | 139013510 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291881212 | BOY |
| EOY | 290017749 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5957518 | BOY |
| EOY | 5694901 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542232657 | BOY |
| EOY | 539862035 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7351604 | BOY |
| EOY | 7625043 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1657987 | BOY |
| EOY | 1899546 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40270012 | BOY |
| EOY | 38177088 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7160244 | BOY |
| EOY | 7626475 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56439847 | BOY |
| EOY | 55328152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173198768 | BOY |
| EOY | 194786456 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174618544 | BOY |
| EOY | 150034648 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137975498 | BOY |
| EOY | 139712779 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485792810 | BOY |
| EOY | 484533883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542232657 | BOY |
| EOY | 539862035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3274172 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4533099 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
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) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Total Acreage | 3208.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 449.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 10166 | ExpensesIncurredForEnforcement |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 318709539 | BeginningOfYearBalance |
| Contributions | 10044584 | Contributions |
| Investment Earnings Or Losses | 3315401 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5533669 | GrantsOrScholarships |
| Other Expenditures | 7584672 | OtherExpenditures |
| End Of Year Balance | 318951183 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 272487483 | BeginningOfYearBalance |
| Contributions | 5033969 | Contributions |
| Investment Earnings Or Losses | 54223352 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5698947 | GrantsOrScholarships |
| Other Expenditures | 7336318 | OtherExpenditures |
| End Of Year Balance | 318709539 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 246098443 | BeginningOfYearBalance |
| Contributions | 11241702 | Contributions |
| Investment Earnings Or Losses | 28421915 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5498353 | GrantsOrScholarships |
| Other Expenditures | 7776224 | OtherExpenditures |
| End Of Year Balance | 272487483 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 313206187 | BeginningOfYearBalance |
| Contributions | 6418592 | Contributions |
| Investment Earnings Or Losses | -60013539 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5593100 | GrantsOrScholarships |
| Other Expenditures | 7919697 | OtherExpenditures |
| End Of Year Balance | 246098443 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.37000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1635425 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11337789 | OtherCostOrOtherBasis |
| Book Value | 12973214 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 196779 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 155190417 | OtherCostOrOtherBasis |
| Depreciation | 43918930 | Depreciation |
| Book Value | 111468266 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42362725 | OtherCostOrOtherBasis |
| Depreciation | 31751870 | Depreciation |
| Book Value | 10610855 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3961175 | OtherCostOrOtherBasis |
| Book Value | 3961175 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 139013510 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITIES | 194204724 | F |
| BONDS | 73421869 | F |
| CASH VALUE OF LIFE INSURANCE | 1202663 | F |
| ASSETS HELD IN OUTSIDE TRUSTS | 21188493 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 290017749 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES | $2,740,808 |
| POSTRETIREMENT BENEFIT OBLIGATIONS | $4,885,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7626475 | TotalOfAmounts |
| Total Revenue | 104650441 | TotalRevenue |
| Total Expenses | 101376269 | TotalExpenses |
| Excess Or Deficit For Year | 3274172 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4533099 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -4533099 | TotalAdjustments |
| Excess Or Deficit Per FS | -1258927 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 79292178 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4533099 | NetUnrealizedGainsInvestments |
| Other Revenues | -18184422 | OtherRevenues |
| Revenue Not Rptd F990 | -22717521 | RevenueNotRptdF990 |
| Revenue Subtotal | 102009699 | RevenueSubtotal |
| Investment Expenses Not Included | 2640742 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2640742 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 104650441 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 80551105 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 80551105 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2640742 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 18184422 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20825164 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 101376269 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| 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. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS -18,184,422. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 18,184,422. | |
| 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. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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; PELL, ACG, AND SMART GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 5 | PROGRAM SERVICE | INSTRUCTION | 80275 |
| EAST ASIA & THE PACIFIC | 0 | 5 | PROGRAM SERVICE | INSTRUCTION | 56446 |
| EUROPE | 1 | 10 | PROGRAM SERVICE | INSTRUCTION | 431594 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 3 | PROGRAM SERVICE | INSTRUCTION | 32766 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICE | INSTRUCTION | 13045 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENTS | 33137000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 24 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 24 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 33751126 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 33751126 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP | CENTRAL AMERICA | 5 | 3100 | CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE |
| SCHOLARSHIP | SOUTH ASIA | 2 | 9150 | CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE |
| SCHOLARSHIP | EAST ASIA | 1 | 1000 | CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE |
| SCHOLARSHIP | EUROPE | 10 | 131399 | CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | 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. | |
| THE UNIVERSITY WAS A DIRECT TRANSFEROR OF CASH TO 6 DIFFERENT FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR & AN INDIRECT TRANSFEROR OF CASH TO 3 DIFFERENT FOREIGN CORPORATIONS DURING THE TAX YEAR AND HAS COMPLETED THE FORM 926. | SCHEDULE F, PART IV, LINE 1 | |
| 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 2012. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E). | SCHEDULE F, PART IV, LINE 4 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS - STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH | TypeOfGrant |
| Number Of Recipients | 1175 | NumberOfRecipients |
| Amount Of Cash Grant | 19833838 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MERIT-BASED SCHOLARSHIPS & NEED-BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO THE 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.OUR THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HRS. | 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MCCARDELL JR | |||||||||||||
| 489489 | 0 | 0 | 0 | 16896 | 0 | 36750 | 0 | 37647 | 0 | 580782 | 0 | 0 | 0 |
| JOHN GATTA | |||||||||||||
| 177168 | 0 | 0 | 0 | 762 | 0 | 17604 | 0 | 1053 | 0 | 196587 | 0 | 0 | 0 |
| LINDA LANKEWICZ | |||||||||||||
| 172596 | 0 | 0 | 0 | 762 | 0 | 17957 | 0 | 7262 | 0 | 198577 | 0 | 0 | 0 |
| JETT FISHER | |||||||||||||
| 161061 | 0 | 0 | 0 | 138 | 0 | 16862 | 0 | 80594 | 0 | 258655 | 0 | 0 | 0 |
| JERRY FORSTER | |||||||||||||
| 161055 | 0 | 0 | 0 | 138 | 0 | 16862 | 0 | 34795 | 0 | 212850 | 0 | 0 | 0 |
| LEE ANN AFTON-BACKLUND | |||||||||||||
| 158311 | 0 | 0 | 0 | 258 | 0 | 16000 | 0 | 4163 | 0 | 178732 | 0 | 0 | 0 |
| DONNA PIERCE | |||||||||||||
| 149361 | 0 | 0 | 0 | 258 | 0 | 15403 | 0 | 9462 | 0 | 174484 | 0 | 0 | 0 |
| WILLIAM STAFFORD | |||||||||||||
| 122515 | 0 | 0 | 0 | 792 | 0 | 30715 | 0 | 11024 | 0 | 165046 | 0 | 0 | 0 |
| JOEL CUNNINGHAM | |||||||||||||
| 214338 | 0 | 0 | 0 | 762 | 0 | 33197 | 0 | 7862 | 0 | 256159 | 0 | 0 | 0 |
| EUGENE PRUNTY | |||||||||||||
| 173837 | 0 | 0 | 0 | 396 | 0 | 26515 | 0 | 7862 | 0 | 208610 | 0 | 0 | 0 |
| FREDERICK CROOM | |||||||||||||
| 151502 | 0 | 0 | 0 | 1071 | 0 | 23838 | 0 | 10425 | 0 | 186836 | 0 | 0 | 0 |
| YASMEEN MOHIUDDIN | |||||||||||||
| 171612 | 0 | 0 | 0 | 252 | 0 | 14021 | 0 | 1511 | 0 | 187396 | 0 | 0 | 0 |
| JOHN REISHMAN | |||||||||||||
| 143555 | 0 | 0 | 0 | 568 | 0 | 22141 | 0 | 7200 | 0 | 173464 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNIVERSITY REQUIRES THE VICE-CHANCELLOR TO OCCUPY THE ON-CAMPUS RESIDENCE PROVIDED FOR HIM. CERTAIN SERVICES ARE PROVIDED WITH THE RESIDENCE SUCH AS A CUSTODIAN. 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). | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| FRANKLIN CO HEALTH&EDU FACILITIES BOARD | |||||||
| 521282324 | 0353325S1 | 2005-12-01 | 13200000 | ACADEMIC BLDG&DORM RENOV | 0 | 0 | 0 |
| FRANKLIN CO HEALTH&EDU FACILITIES BOARD | |||||||
| 521282324 | NONEAVAIL | 2009-07-01 | 14400000 | BOND REDEMPT/ACADBLDG.REN | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 13200000 | 87167 | 13200000 | 2008 | 0 | 0 | 1 | 1 |
| 14400000 | 46887 | 14400000 | 2010 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| TRANSAMERICA | ||||||||
| 1 | 0 | 0 | 1 | OCCIDENTAL | 1.700000000000 | 1 | 0 | 0 |
| (no name) | ||||||||
| 1 | 1 | 0 | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Loan Table LoanTable (5 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| JERRY FORSTER-EMPLOYEE | ||||||
| EDUCATION | X | $28,061 | 14032 | 0 | 1 | 1 |
| JERRY FORSTER-FAMILY | ||||||
| EDUCATION | X | $26,000 | 13857 | 0 | 1 | 1 |
| JETT FISHER-FAMILY | ||||||
| EDUCATION | X | $24,264 | 8494 | 0 | 1 | 1 |
| PAUL WILEY-EMPLOYEE | ||||||
| EDUCATION | X | $35,000 | 24500 | 0 | 1 | 1 |
| PAUL WILEY-FAMILY | ||||||
| EDUCATION | X | $12,000 | 8500 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 69383 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|
| 34358 | NEED-BASED SCHOLARSHIP |
| 29000 | MERIT-BASED SCHOLARSHIP |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 67 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 583070 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED STOCK PRICES | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 400000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2720000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL & INVOICE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | HORSES | 2 | 0 | N/A |
| X | MISC F&E | 3 | 0 | N/A |
| X | EQUIPMENT | 1 | 20000 | INVOICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | REVENUES ARE NOT RECOGNIZED FOR NON-CASH CONTRIBUTIONS (GIFTS-IN-KIND) WHEN THE RELATED ASSET IS NOT RECOGNIZED ON THE BALANCE SHEET. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I & III, LINE 1 | THE UNIVERSITY OF THE SOUTH IS AN INSTITUTION OF THE EPISCOPAL CHURCH 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. |
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4A | 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 ACADMIC 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, INTERDISCIPLINARY STUDY, DOUBLE MAJORS, MINORS, AND CONCENTRATIONS ALLOW STUDENTS TO TAILOR THEIR OWN ACADEMIC EXPERIENCE. THE UNIVERSITY ALSO OFFERS A 3/2 ENGINEERING PROGRAM WITH SEVERAL UNIVERSITIES, A 3/2 MASTER'S-LEVEL FORESTRY AND ENVIRONMENTAL STUDIES PROGRAM WITH DUKE UNIVERSITY, A PRE-BUSINESS AND BUSINESS MINOR PROGRAM, 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 UNIVERISTY 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, 42 WATSON POST-GRADUATE FELLOWS, AND 27 NCAA POST-GRADUATE SCHOLARS. FIFTY-FIVE PERCENT OF GRADUATES EARN ADVANCED 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 WITHIN THREE DIVISIONS: DEGREE PROGRAMS, EXTENSION PROGRAMS, AND CONTINUING EDUCATION PROGRAMS. 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. IN 2012 THE UNIVERSITY GRANTED 10 MASTER OF FINE ARTS DEGREES AND TWO MASTER OF ARTS DEGREES. 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. |
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4B | 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 COMMUNITY AND 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. SERVICE IS AN IMPORTANT PART OF MANY STUDENTS' EXPERIENCE AT SEWANEE. 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 19TH YEAR AND HAS COMPLETED MORE THAN 15 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 BOTH ON AND OFF THE DOMAIN, 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. |
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4C | 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 LIVE IN AN INTENTIONAL COMMUNITY FOCUSED 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 THEIR INTELLECTUAL INTERESTS AND ENGAGES STUDENTS IN MEANINGFUL RELATIONSHIPS AND EXPERIENCES. RESEARCH INDICATES THAT THE LIVING-LEARNING COMMUNITIES ARE HAVING A SALUTARY EFFECT ON RETENTION, ACADEMIC PERFORMANCE, AND STUDENT CONDUCT. A SOPHISTICATED AND COMPREHENSIVE DINING SERVICE OPTION ENSURES THAT AN ARRAY OF HEALTHY FOOD CHOICES IS AVAILABLE TO STUDENTS. SOME 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. |
| FORM 990, PART III, LINE 4D | 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 2011-12, MEMBERS OF THE FACULTY WERE AWARDED NEARLY $882,245 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 RESERACH 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 ALMOST 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, WHERE STUDENTS LIVE IN AN INTENTIONAL COMMUNITY FOCUSED ON SUSTAINABLE LIVING. 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 2011. 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 PAST DECADE, 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.) RE-USE OF THE BUILDING'S EXISTING WOOD PANELING, 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. | |
| 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 EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS REVIEWS POLICIES AND PRACTICES FOR EXECUTIVE COMPENSATION TO ENSURE THEY ARE GENERALLY CONSISTENT WITH SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR COMPARABLE POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,533,099. |
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