SAMFORD UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAMFORD UNIVERSITY (EIN 63-0312914)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201321309349302892
- Schema version
- 2011v1.2
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T16:06:15-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K NW Ste 800W | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | 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 | 630312914 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAMF | NameControl |
| Phone | 2057262407 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352292293 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Harry B Brock III | Name |
| Title | VP for Business and Financial Affai | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Travis Patton | Name |
| Phone | 2024141000 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T Andrew Westmoreland | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 326510754 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | Samford.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibility, and service to others. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2746 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 31706 | TotalGrossUBI |
| Contributions Grants Prior Year | 16639259 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17796247 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 131561691 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 140377480 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21642282 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8152746 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12255326 | OtherRevenuePriorYear |
| Other Revenue Current Year | 594946 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 182098558 | TotalRevenuePriorYear |
| Total Revenue Current Year | 166921419 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 29698267 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32616692 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 75797796 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77813998 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5099091 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51032065 | OtherExpensePriorYear |
| Other Expenses Current Year | 83225610 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 156528128 | TotalExpensesPriorYear |
| Total Expenses Current Year | 193656300 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 25570430 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -26734881 | RevenuesLessExpensesCY |
| Total Assets BOY | 514497875 | TotalAssetsBOY |
| Total Assets EOY | 505719270 | TotalAssetsEOY |
| Total Liabilities BOY | 194033963 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 221756257 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 320463912 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 283963013 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibilty, and service to others. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 60687122 | Expense |
| Revenue | 116013196 | Revenue |
| Description | Samford University, with its 121 Student to Faculty ratio in the 2011-2012 academic year, offered 25 degree programs in nearly 100 majors to students in eight academic schools. Students were enrolled from more than 40 states and 25 foreign countries. The tuition and fees derived from these students paid the salaries, wages and benefits of the Universitys faculty and staff. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32616692 | Expense |
| Grants | 32616692 | Grants |
| Revenue | 116013196 | Revenue |
| Description | Samford University awarded nearly 33 million in aid to nearly 4,700 students during the 2011-2012 aid year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8772710 | Expense |
| Revenue | 8281757 | Revenue |
| Description | Samford University maintains a beautiful campus of academic and administrative buildings and student housing. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 132653820 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 661 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2746 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | T Andrew Westmoreland | NamePerson |
| Telephone Number | 2057262727 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Drive | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352292293 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| D Warren Bailey | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| David R Belcher | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| John E Bell Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Judge Karon O Bowdre | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Lev H Bragg MD | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| The Honorable Albert P Brewer | |||||||||
| Trustee | 001.00 | X | 50000 | 0 | 0 | ||||
| Harry B Brock Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Victor M Brown | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Charles T Carter | |||||||||
| Trustee | 001.00 | X | 31300 | 0 | 17319 | ||||
| Barney E Champion III | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Boyd E Christenberry | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ronald A DeVane | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| S Earl Dove | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Michael P Dunn | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Joseph C Godfrey | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| H Hobart Grooms Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Gerald C Hallmark | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Pete M Hanna | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Elmer B Harris | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Robert Holmes Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Richard D Horsley | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| C Thomas Houser | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| J Theodore Jackson Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| James Robert Jackson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Don Kilgore | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Thomas T Lamberth | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Charles W Lancaster | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Jerry Newby | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Victor E Nichol Jr | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Gary Ray Pearman | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| John C Pittman | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Judge T Virgil Pittman | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mazen M Sahawneh OD | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Albert L Shumaker | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Roderic G Steakley | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| William J Stevens | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| James C Stivender | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Beth Thorne Stukes | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Timothy Vines | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ronald L Watkins | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| W Clark Watson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rhonda C Witcher | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Jay L Wolf | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Theron Andrew Westmoreland | |||||||||
| President | 040.00 | 304767 | 0 | 200734 | X | ||||
| John Bradley Creed | |||||||||
| Provost and Executive Vice President | 040.00 | 239587 | 0 | 150144 | X | ||||
| Sarah C Latham | |||||||||
| Vice President for Operations and Planning | 040.00 | 185640 | 0 | 125029 | X | ||||
| William R Pittman | |||||||||
| Vice President for University Advancement | 040.00 | 218689 | 0 | 109830 | X | ||||
| Roger Philip Kimrey | |||||||||
| Vice President for Student Affairs and Enrollment Management | 040.00 | 186685 | 0 | 244500 | X | ||||
| Harry B Brock III | |||||||||
| Vice President for Business and Financial Affairs | 040.00 | 213893 | 0 | 108967 | X | ||||
| John Carroll | |||||||||
| Dean, Cumberland School of Law | 040.00 | 231887 | 0 | 116047 | X | ||||
| Charles Sands | |||||||||
| Dean, McWhorter School of Pharmacy | 040.00 | 188645 | 0 | 82635 | X | ||||
| Patrick Sullivan | |||||||||
| Head Football Coach | 040.00 | 279254 | 0 | 122003 | X | ||||
| James Tillette | |||||||||
| Head Mens Basketball Coach | 040.00 | 231816 | 0 | 180441 | X | ||||
| Howard Walthall | |||||||||
| Professor, Cumberland School of Law | 040.00 | 193639 | 0 | 66997 | X | ||||
| Thomas Brad Bishop | |||||||||
| Professor, Cumberland School of Law | 040.00 | 193138 | 0 | 145397 | X | ||||
| David Smolin | |||||||||
| Professor, Cumberland School of Law | 040.00 | 191155 | 0 | 197321 | X | ||||
| Michael D Morgan | |||||||||
| Asst. to the Pres./Former VP Univ. Advancement | 040.00 | 121867 | 0 | 75962 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3061962 | TotalReportableCompFromOrg |
| Total Other Compensation | 1943326 | TotalOtherCompensation |
| Number Individuals GT100 K | 78 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Campus Dining Inc | |||||
| SU Box 2271 | Birmingham | AL | 35229 | Dining Services | 4271273 |
| Rite Way Service Inc | |||||
| PO Box 11407 | Birmingham | AL | 352461226 | Cleaning Services | 2182551 |
| Gary C Wyatt | |||||
| 4527 Southlake Parkway | Birmingham | AL | 35244 | Construction Contractor | 2561667 |
| CSI Leasing Incorporated | |||||
| 9990 Old Olive Street Rd | St Louis | MO | 63141 | Leasing Services | 1243768 |
| The Robins & Morton Group | |||||
| 400 Shades Creek Parkway | Birmingham | AL | 35209 | Constuction Contractor | 5867665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 46 | NumberOfContractorsGT100K |
| All Other Contributions | 17796247 | AllOtherContributions |
| Noncash Contributions | 199054 | NoncashContributions |
| Total Contributions | 17796247 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition Fees | 900099 | 116013196 | 116013196 |
| Dormitory Utilities Fees | 721310 | 8281757 | 8281757 |
| Food Services Vending | 722210 | 7139207 | 7139207 |
| Bookstore Sales | 451211 | 2588663 | 2588663 |
| Educational Workshops/Programs | 611710 | 2275423 | 2275423 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4079234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4075733 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3501 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 140377480 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2166693 | TotalRevenueColumn |
| Unrelated Business Revenue | 28205 | UnrelatedBusinessRevenue |
| Exclusion | $2,138,488 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165575388 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 159589335 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5986053 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5986053 | TotalRevenueColumn |
| Exclusion | $5,986,053 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Insurance Proceeds | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 594946 | TotalRevenueColumn |
| Related Or Exempt Function Income | 594946 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 594946 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166921419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140968925 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 31706 | UnrelatedBusinessRevenue |
| Exclusion | $8,124,541 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31552655 | Total |
| Program Services | 31552655 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064037 | Total |
| Program Services | 1064037 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1879719 | Total |
| Program Services | 942412 | ProgramServices |
| Management And General | 715236 | ManagementAndGeneral |
| Fundraising | 222071 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59777406 | Total |
| Program Services | 47143967 | ProgramServices |
| Management And General | 10251885 | ManagementAndGeneral |
| Fundraising | 2381554 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9357045 | Total |
| Program Services | 7297558 | ProgramServices |
| Management And General | 1664363 | ManagementAndGeneral |
| Fundraising | 395124 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2719894 | Total |
| Program Services | 2121245 | ProgramServices |
| Management And General | 483795 | ManagementAndGeneral |
| Fundraising | 114854 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4079934 | Total |
| Program Services | 3181940 | ProgramServices |
| Management And General | 725709 | ManagementAndGeneral |
| Fundraising | 172285 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294552 | Total |
| Program Services | 18118 | ProgramServices |
| Management And General | 276434 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253963 | Total |
| Management And General | 253963 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4721652 | Total |
| Program Services | 3120283 | ProgramServices |
| Management And General | 1240883 | ManagementAndGeneral |
| Fundraising | 360486 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1227575 | Total |
| Program Services | 831120 | ProgramServices |
| Management And General | 89176 | ManagementAndGeneral |
| Fundraising | 307279 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5360226 | Total |
| Program Services | 4623611 | ProgramServices |
| Management And General | 54785 | ManagementAndGeneral |
| Fundraising | 681830 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3461482 | Total |
| Program Services | 895245 | ProgramServices |
| Management And General | 2545919 | ManagementAndGeneral |
| Fundraising | 20318 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8772710 | Total |
| Program Services | 8772710 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5313592 | Total |
| Program Services | 4715143 | ProgramServices |
| Management And General | 251055 | ManagementAndGeneral |
| Fundraising | 347394 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2935307 | Total |
| Program Services | 2935307 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12125372 | Total |
| Program Services | 12125372 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138789 | Total |
| Management And General | 1138789 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| Pension liability adjustment | 30360552 | 30360552 | ||
| Service and service auxiliary | 6077875 | 5691775 | 308602 | 77498 |
| Dues, subscriptions, and memberships | 914417 | 159070 | 736949 | 18398 |
| Other | 267546 | 267546 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193656300 | Total |
| Program Services | 132653820 | ProgramServices |
| Management And General | 55903389 | ManagementAndGeneral |
| Fundraising | 5099091 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24656882 | BOY |
| EOY | 18921494 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20382557 | BOY |
| EOY | 19636870 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7869096 | BOY |
| EOY | 2083454 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 683415 | BOY |
| EOY | 568528 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1170389 | BOY |
| EOY | 827582 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 392285399 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 183976708 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200420140 | BOY |
| EOY | 208308691 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192803081 | BOY |
| EOY | 189861396 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57952091 | BOY |
| EOY | 56156983 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8560224 | BOY |
| EOY | 9354272 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514497875 | BOY |
| EOY | 505719270 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41853603 | BOY |
| EOY | 70786860 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4836594 | BOY |
| EOY | 5064419 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125710025 | BOY |
| EOY | 124730588 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21633741 | BOY |
| EOY | 21174390 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194033963 | BOY |
| EOY | 221756257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128824010 | BOY |
| EOY | 92768608 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63073039 | BOY |
| EOY | 57455531 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128566863 | BOY |
| EOY | 133738874 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320463912 | BOY |
| EOY | 283963013 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514497875 | BOY |
| EOY | 505719270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -26734881 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9766018 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 530346 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 296430729 | BeginningOfYearBalance |
| Contributions | 5198732 | Contributions |
| Investment Earnings Or Losses | 98149 | InvestmentEarningsOrLosses |
| Other Expenditures | 12617099 | OtherExpenditures |
| End Of Year Balance | 289110511 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 255706463 | BeginningOfYearBalance |
| Contributions | 3070123 | Contributions |
| Investment Earnings Or Losses | 32590058 | InvestmentEarningsOrLosses |
| Other Expenditures | -5064085 | OtherExpenditures |
| End Of Year Balance | 296430729 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 249542197 | BeginningOfYearBalance |
| Contributions | 2333252 | Contributions |
| Investment Earnings Or Losses | 16978117 | InvestmentEarningsOrLosses |
| Other Expenditures | 13147103 | OtherExpenditures |
| End Of Year Balance | 255706463 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 343515293 | BeginningOfYearBalance |
| Contributions | 7820075 | Contributions |
| Investment Earnings Or Losses | -81158714 | InvestmentEarningsOrLosses |
| Other Expenditures | 20634457 | OtherExpenditures |
| End Of Year Balance | 249542197 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22633631 | OtherCostOrOtherBasis |
| Book Value | 22633631 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 255412756 | OtherCostOrOtherBasis |
| Depreciation | 114270241 | Depreciation |
| Book Value | 141142515 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26731354 | OtherCostOrOtherBasis |
| Depreciation | 18454319 | Depreciation |
| Book Value | 8277035 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87507658 | OtherCostOrOtherBasis |
| Depreciation | 51252148 | Depreciation |
| Book Value | 36255510 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 208308691 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Limited Partnership Interest | 55836051 | F |
| Life insurance contracts | 84971 | F |
| Real Estate | 199677 | F |
| Other | 36284 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 56156983 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Student Loans | Description |
| Book Value | 9354272 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 9354272 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Other liabilities | $4,364,757 |
| Deposits held on behalf of others | $7,297,078 |
| Annuities payable | $9,512,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21174390 | TotalOfAmounts |
| Total Revenue | 166921419 | TotalRevenue |
| Total Expenses | 193656300 | TotalExpenses |
| Excess Or Deficit For Year | -26734881 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -9766018 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -9766018 | TotalAdjustments |
| Excess Or Deficit Per FS | -36500899 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 157155401 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9766018 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -9766018 | RevenueNotRptdF990 |
| Revenue Subtotal | 166921419 | RevenueSubtotal |
| Total Revenue Per Form990 | 166921419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 193656300 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 193656300 | ExpensesSubtotal |
| Total Expenses Per Form990 | 193656300 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| III | 4 | The universitys collections of art are used to enhance the beauty of its Colonial-style buildings, as well as, to maintain these works for the enjoyment of future generations. |
| V | 4 | The university will use the endowment funds according to donor restrictions for scholarships, fellowships, research, etc., as well as, for purposes designated by the Board for quasi and unrestricted endowments. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Return Reference | 6a | ReturnReference |
| Explanation | The University receives federal financial aid for its students and grant revenue for research. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe | 1 | 1 | Program Services | Educational Classes | 1856005 |
| Central America and the Caribbean | Program Services | Educational Classes | 65001 | ||
| South America | Program Services | Educational Classes | 88740 | ||
| Europe | Investments | 20410738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 22420484 | SubtotalAmountSpent |
| Total Amount Spent | 22420484 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (6 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Europe | Lodging/Program Cost | 74311 | Check/wire |
| Europe | Lodging/Program Cost | 13640 | Check/wire |
| Europe | Lodging/Program Cost | 100418 | Check/wire |
| Europe | Program Cost | 28506 | Check/wire |
| Central America and the Caribbean | Lodging/Program Cost | 35150 | Check/wire |
| South America | Lodging | 8580 | Check/wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 6 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Scholarships | Europe | 74 | 1048837 | Student accounts |
| Scholarships | South America | 12 | 15200 | Student accounts |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 4 | ReturnReference |
| Explanation | Funds are credited to the students account for tuition and fees, room and board, and books and other supplies. Financial Aid works closely with the Bursars office to ensure amounts are appropriate. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships, books, and other supplies | TypeOfGrant |
| Number Of Recipients | 4679 | NumberOfRecipients |
| Amount Of Cash Grant | 31552655 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Funds are credited to the students account for tuition and fees, room and board, books and other supplies, Financial Aid works closely with the Bursars office to ensure amounts are appropriate. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|
| Theron Andrew Westmoreland | |||||
| 301745 | 3021 | 109799 | 90935 | 505500 | |
| John Bradley Creed | |||||
| 238491 | 1096 | 108968 | 41176 | 389731 | |
| Sarah C Latham | |||||
| 185317 | 323 | 118347 | 6682 | 310669 | |
| William R Pittman | |||||
| 216200 | 2489 | 96469 | 13360 | 328518 | |
| Roger Philip Kimrey | |||||
| 185317 | 1368 | 204632 | 39868 | 431185 | |
| Harry B Brock III | |||||
| 212088 | 1804 | 92836 | 16131 | 322859 | |
| John Carroll | |||||
| 228413 | 3475 | 99239 | 16808 | 347935 | |
| Charles Sands | |||||
| 184336 | 4310 | 71092 | 11543 | 271281 | |
| Patrick Sullivan | |||||
| 233723 | 5307 | 109704 | 12299 | 401256 | 40223 |
| James Tillette | |||||
| 227829 | 3987 | 168189 | 12252 | 412257 | |
| Howard Walthall | |||||
| 189420 | 4219 | 55704 | 11293 | 260636 | |
| Thomas Brad Bishop | |||||
| 189027 | 4112 | 136617 | 8779 | 338535 | |
| David Smolin | |||||
| 190551 | 604 | 158404 | 38917 | 388476 | |
| Michael D Morgan | |||||
| 121379 | 489 | 60548 | 15413 | 197829 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1a | The First Lady of the University often travels with the President for University business. She serves as executive director of the Samford Auxiliary, a volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. |
| I | 1a | The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in their home. |
| I | 1a | The University provides social club dues and fees to four of its officers and key employees. The clubs are used to host University events with personal use considered de minimus. |
| I | 1a | Housekeeping services at the Presidents home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the Presidents home and the fact that all areas, including personal quarters, are open and available for viewing during these events. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| The Educational Building Authority of the City of Homewood | ||||||
| 521442481 | 437887EU2 | 2007-02-26 | 25241000 | Construction and renovation of capital projects | false | false |
| The Educational Building Authority of the City of Homewood | ||||||
| 521442481 | 437887EX6 | 2008-09-11 | 50000000 | Redemption of Series 1999 bonds partial redemption of Series 2007-B | false | false |
| The Educational Building Authority of the City of Homewood | ||||||
| 521442481 | 2009-09-24 | 25000000 | Partial redemption of Series 2007-B Refund of 2008-B bonds | false | false | |
| The Educational Building Authority of the City of Homewood | ||||||
| 521442481 | 2010-12-28 | 25000000 | Construction and renovation of capital projects | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 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 | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|
| 25241000 | 616750 | 24624250 | 2007 | false | false | true | true | |
| 50000000 | 357582 | 2008 | true | false | true | true | 49642418 | |
| 25000000 | 2007 | true | false | true | true | 25000000 | ||
| 25000000 | 25000000 | 2010 | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 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 |
|---|---|---|---|---|---|---|
| false | false | false | false | 0.00001 | 0.00000 | 0.00001 |
| false | false | false | false | 0.00010 | 0.00001 | 0.00011 |
| false | false | false | false | 0.00001 | 0.00001 | 0.00002 |
| false | false | false | false | 0.00010 | 0.00001 | 0.00011 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | true | false | false | false | false |
| false | true | false | false | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | VARIOUS | NameOfInterestedPerson |
| Relationship With Organization | Family of Board Members | RelationshipWithOrganization |
| Type Of Assistance | 50,715 Merit-based Scholarships | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Blue Cross Blue Shield of Alabama | |||
| See Part V | 7228747 | Health Coverage Provider | false |
| Brasfield & Gorrie LLC | |||
| See Part V | 4173780 | Construction Contractor | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IV | Identifier |
| Explanation | William J. Stevens trustee serves as a director for Blue Cross Blue Shield of Alabama John Stivender, son of James C. Stivender trustee serves as Vice President for Brasfield Gorrie | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10181 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 67 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 14880 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 128359 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average price on day of gift | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3637 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | See Attachment | Description |
| Number Of Contributions | 56 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 41930 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 25-28 | 750 vendor payment - musical instrument 1 contributor5,550 vendor payment-law reception 8 contributors5,625 vendor payment-alumni events 9 contributors12,545 vendor payment-computer equipment 3 contributors4,165 vendor payments-sporting/recreation events 7 contributors3,440 vendor payments-construction 2 contributors6,845 vendor payments-gift certificates 14 contributors600 vendor payments-travel 2 contributors 540 vendor payment - fitness memberships 2 contributors 1,090 vendor payment - medical procedures 4 contributors 90 vendor payment - movie tickets 1 contributor 240 vendor payment - pest control 1 contributor 250 vendor payment-photography services 1 contributor 200 vendor payment - vet service 1 contributor |
| I | 32 | The University uses Northern Trust to sell stock gifts upon receipt. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part V | 4b | United Kingdom, Cayman Islands |
| Form 990 Part VI | 2 | W. Randall Pittman, Vice President - University Advancement is the nephew of trustee John C. Pittman Harry B. Brock, III - Vice President for Business and Financial Affairs, is the son of trustee Harry B. Brock, Jr. |
| Form 990 Part VI | 11 | The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. |
| Form 990 Part VI | 12c | Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. |
| Form 990 Part VI | 15 | Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities CCCU and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. |
| Form 990 Part VI | 19 | The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. |
| Form 990 Part XI | 5 | Other changes in new assets or fund balances represents unrealized losses on investments of 9,766,018. see Schedule D Part XI |
| Form 990 Part V Line 4b United Kingdom, Cayman Islands Form 990 Part VI Section A Line 2 W. Randall Pittman, Vice President - University Advancement is the nephew of trustee John C. Pittman Harry B. Brock, III - Vice President for Business and Financial Affairs, is the son of trustee Harry B. Brock, Jr. Form 990 Part VI Section B Line 11 The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. Form 990 Part VI Section B Line 12c Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Accounting personnel overseeing 990 preparation and other accounting functions review the questionnaires to help monitor compliance. Form 990 Part VI Section B Line 15 Compensation for officers is compared to survey results from CUPA-HR and the Council for Christian Colleges and Universities CCCU and other sources and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. Form 990 Part VI Section C Line 19 The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama, and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.org. In addition, financial statements are available on the Municipal Securities Rulemaking Board website at www.emma.msrb.org. Form 990 Part XI Line 5 Other changes in new assets or fund balances represents unrealized losses on investments of 9,766,018. see Schedule D Part XI |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samford University Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Lakeshore Dr | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631016371 | EIN |
| Primary Activities | Edu. Research | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | Line 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |