JOHNSON UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON UNIVERSITY (EIN 62-6001104)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349301407
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:51:19-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620647474 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKBURN CHILDERS & STEAGALL PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 S WILCOX DRIVE | AddressLine1 |
| City | KINGSPORT | City |
| State | TN | State |
| ZIP Code | 37660 | 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 | 626001104 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 8655734517 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 JOHNSON DRIVE | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37998 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER R ROLPH | Name |
| Title | VP FOR BUSINESS AND FINANCE | Title |
| Phone | 8652512140 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAD KISNER | Name |
| PTIN | P00738241 | PTIN |
| Phone | 4232461725 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER R ROLPH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 JOHNSON DRIVE | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37998 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17484555 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JOHNSONU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | FOR OVER 100 YEARS, JOHNSON UNIVERSITY HAS REMAINED FOCUSED ON ITS MISSION OF PREPARING STUDENTS FOR SPECIALIZED CHRISTIAN MINISTRIES WITH SPECIAL EMPHASIS ON PREACHING. EVERY STUDENT AT JOHNSON UNIVERISTY MAJORS IN BIBLE. FROM PREACHING AND YOUTH MINISTRY TO FAMILY COUNSELING AND TEACHER EDUCATION, EVERY DEGREE PROGRAM IS ROOTED IN MINISTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 773 | TotalNbrEmployees |
| Total Nbr Volunteers | 385 | TotalNbrVolunteers |
| Total Gross UBI | 16260 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 15316 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3624591 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4231113 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10583751 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11518623 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1672133 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1716819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17110 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16260 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15897585 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17482815 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1450156 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1675367 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 737808 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 871178 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 417388 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15441093 | OtherExpensePriorYear |
| Other Expenses Current Year | 16232322 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17629057 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18778867 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1731472 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1296052 | RevenuesLessExpensesCY |
| Total Assets BOY | 156772651 | TotalAssetsBOY |
| Total Assets EOY | 149462608 | TotalAssetsEOY |
| Total Liabilities BOY | 28295161 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26025844 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 128477490 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 123436764 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JOHNSON UNIVERSITY IS A PRIVATE, COEDUCATIONAL INSTITUTE OF HIGHER LEARNING OFFERING ASSOCIATE, BACHELOR'S, AND MASTER'S DEGREES. THE PRIMARY PURPOSE OF JOHNSON UNIVERSITY IS TO EDUCATE STUDENTS FOR SPECIALIZED CHRISTIAN MINISTRIES WITH EMPHASIS ON THE PREACHING MINISTRY. A SECONDARY PURPOSE IS TO PROVIDE PROGRAMS IN CHRISTIAN LEADERSHIP AND COMMUNITY SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9979160 | Expense |
| Grants | 1675367 | Grants |
| Revenue | 7562746 | Revenue |
| Description | OPERATION OF UNIVERSITY | Description |
| Total Program Service Expense | 9979160 | 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 | 0 | ConservationEasements |
| Collections Of Art | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 210 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 773 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER R ROLPH VP FOR BUSINESS AND FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8652512140 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 JOHNSON DRIVE | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37998 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| L D CAMPBELL | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| RALPH D CARNATHAN | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| JEFF WHITLOCK | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MARTHA R ALLIGOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W PERRY BAILEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY CASE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROL CLIFFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY J GRANT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE W HALEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DREW MENTZER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SAM WIDENER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES WINGFIELD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD E WOODS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL T COLEMAN | |||||||
| ATTORNEY/EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| GARY E WEEDMAN | |||||||
| PRESIDENT/EX-OFFICIO | 60.00 | X | 125897 | 0 | 33175 | ||
| RICK BEAM | |||||||
| VP-ACADEMIC AFFAIRS/ACADEM | 50.00 | X | 88925 | 0 | 7818 | ||
| CHRISTOPHER R ROLPH | |||||||
| VP-BUSINESS AND FINANCE/TR | 50.00 | X | 80955 | 0 | 22213 | ||
| PHILIP EUBANKS | |||||||
| VP FOR ADVANCEMENT | 50.00 | X | 74335 | 0 | 21934 | ||
| DAVID L LEGG | |||||||
| VP-STUDENT AFFAIRS/DEAN OF | 50.00 | X | 80623 | 0 | 14024 | ||
| MARK PIERCE | |||||||
| DIR OF INTITUTIONAL EFFECT | 50.00 | X | 71903 | 0 | 3348 | ||
| TIMOTHY WINGFIELD | |||||||
| DEAN OF ENROLLMENT SERVICE | 50.00 | X | 58414 | 0 | 19552 | ||
| CHRIS DAVIS | |||||||
| VP-ACADEMIC AFFAIRS ELECT | 50.00 | X | 69547 | 0 | 10989 | ||
| CLIFF MCCARTNEY | |||||||
| CHIEF INFORMATION OFFICER | 50.00 | X | 5625 | 0 | 0 | ||
| BILL WOLF | |||||||
| DEAN OF THE CHAPEL | 50.00 | X | 23095 | 0 | 5945 | ||
| DAVID L EUBANKS | |||||||
| FORMER PRESIDENT | 10.00 | 73799 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 753118 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 138998 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS INC | |||||
| 303 GLENROSE AVENUE | NASHVILLE | TN | 37210 | CAFETERIA SERVICE | 997893 |
| BLUE CROSS BLUE SHIELD OF TN | |||||
| P O BOX 6539 | CAROL STREAM | IL | 601976539 | INSURANCE SERVICES | 613893 |
| FIDELITY INVESTMENTS | |||||
| P O BOX 5000 | CINCINNATI | OH | 452738300 | ADMINISTER 403(B) RETIREMENT PLAN | 405620 |
| SARATOGA TECHNOLOGIES INC | |||||
| 101 MED TECH PARKWAY SUITE 307 | JOHNSON CITY | TN | 37604 | INFORMATION TECHNOLOGIES SERVICE | 361005 |
| CARDMEMBER SERVICE | |||||
| P O BOX 790408 | ST LOUIS | MO | 631790408 | CREDIT CARD PROCESSING COMPANY | 314108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Related Organizations | 18000 | RelatedOrganizations |
| Government Grants | 103483 | GovernmentGrants |
| All Other Contributions | 4109630 | AllOtherContributions |
| Noncash Contributions | 1325567 | NoncashContributions |
| Total Contributions | 4231113 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 7427704 | 7427704 | |
| AUXILIARY ENTERPRISES | 611710 | 3955877 | $3,955,877 | |
| OTHER INCOME | 611710 | 135042 | 135042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11518623 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1716819 | TotalRevenueColumn |
| Exclusion | $1,716,819 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 18000 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 1740 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 16260 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16260 | TotalRevenueColumn |
| Unrelated Business Revenue | 16260 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17482815 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7562746 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16260 | UnrelatedBusinessRevenue |
| Exclusion | $5,672,696 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1675367 | Total |
| Program Services | 1675367 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871178 | Total |
| Program Services | 358453 | ProgramServices |
| Management And General | 512725 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932515 | Total |
| Program Services | 327813 | ProgramServices |
| Management And General | 604702 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806497 | Total |
| Program Services | 132832 | ProgramServices |
| Management And General | 673665 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1684808 | Total |
| Program Services | 1084474 | ProgramServices |
| Management And General | 600334 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| INSTITUTIONAL SUPPORT | 4115614 | 3698226 | 417388 | |
| INSTRUCTION | 4002514 | 4002514 | ||
| AUXILIARY ENTERPRISES | 2292667 | 2292667 | ||
| STUDENT SERVICES | 1549590 | 1549590 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848117 | Total |
| Program Services | 848117 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18778867 | Total |
| Program Services | 9979160 | ProgramServices |
| Management And General | 8382319 | ManagementAndGeneral |
| Fundraising | 417388 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23479 | BOY |
| EOY | 89758 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3156493 | BOY |
| EOY | 1768027 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846000 | BOY |
| EOY | 866000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244386 | BOY |
| EOY | 340273 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126383 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328836 | BOY |
| EOY | 470087 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 60664057 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23304869 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37810237 | BOY |
| EOY | 37359188 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114236837 | BOY |
| EOY | 108569275 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156772651 | BOY |
| EOY | 149462608 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421892 | BOY |
| EOY | 337692 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6570000 | BOY |
| EOY | 6470000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17542695 | BOY |
| EOY | 15394442 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3760574 | BOY |
| EOY | 3823710 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28295161 | BOY |
| EOY | 26025844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69481925 | BOY |
| EOY | 65589773 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545347 | BOY |
| EOY | 497151 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58450218 | BOY |
| EOY | 57349840 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128477490 | BOY |
| EOY | 123436764 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156772651 | BOY |
| EOY | 149462608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1296052 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3744674 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 110552036 | BeginningOfYearBalance |
| Contributions | 1455383 | Contributions |
| Investment Earnings Or Losses | -4031691 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1685020 | GrantsOrScholarships |
| End Of Year Balance | 106290708 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99667762 | BeginningOfYearBalance |
| Contributions | 1135926 | Contributions |
| Investment Earnings Or Losses | 13088932 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3340584 | GrantsOrScholarships |
| End Of Year Balance | 110552036 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83155296 | BeginningOfYearBalance |
| Contributions | 1865199 | Contributions |
| Investment Earnings Or Losses | 14662746 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -15479 | GrantsOrScholarships |
| End Of Year Balance | 99667762 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 97512801 | BeginningOfYearBalance |
| Contributions | 4344353 | Contributions |
| Investment Earnings Or Losses | -18701858 | InvestmentEarningsOrLosses |
| End Of Year Balance | 83155296 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46280 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53720 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 273313 | OtherCostOrOtherBasis |
| Book Value | 273313 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49563427 | OtherCostOrOtherBasis |
| Depreciation | 16624775 | Depreciation |
| Book Value | 32938652 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3033449 | OtherCostOrOtherBasis |
| Depreciation | 2275176 | Depreciation |
| Book Value | 758273 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3474291 | OtherCostOrOtherBasis |
| Depreciation | 2322434 | Depreciation |
| Book Value | 1151857 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4319577 | OtherCostOrOtherBasis |
| Depreciation | 2082484 | Depreciation |
| Book Value | 2237093 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37359188 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PUBLICLY TRADED EQUITY SECURITIES | 100143576 | F |
| FIXED INCOME SECURITIES | 1067314 | F |
| MONEY MARKET FUNDS | 1175877 | F |
| MONEY MARKET FUNDS HELD IN TRUST | 236531 | F |
| MARKETABLE EQUITY SECURITIES HELD IN TRUST | 3390716 | F |
| GOVERNMENT OBLIGATIONS | 632619 | F |
| REAL ESTATE | 1113029 | F |
| VEHICLES | 690000 | F |
| CASH SURRENDER VALUE OF INSURANCE | 119613 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 108569275 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATIONS UNDER ANNUITY AGREEMENTS | $1,898,776 |
| DEPOSITS | $242,722 |
| RETIREMENT OBLIGATION PAYABLE | $55,119 |
| FUNDS HELD IN CUSTODY FOR OTHERS | $784,821 |
| FAIR VALUE OF INTEREST RATE SWAP AGREEMENT | $842,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3823710 | TotalOfAmounts |
| Total Revenue | 17482815 | TotalRevenue |
| Total Expenses | 18778867 | TotalExpenses |
| Excess Or Deficit For Year | -1296052 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4084133 | NetUnrealizedGLOnInvestments |
| Other | $339,459 | OtherAmount |
| Total Adjustments | -3744674 | TotalAdjustments |
| Excess Or Deficit Per FS | -5040726 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11418143 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4084133 | NetUnrealizedGainsInvestments |
| Other Revenues | -288912 | OtherRevenues |
| Revenue Not Rptd F990 | -4373045 | RevenueNotRptdF990 |
| Revenue Subtotal | 15791188 | RevenueSubtotal |
| Other Revenues Not Included | 1691627 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1691627 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17482815 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17161716 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 58216 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 58216 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17103500 | ExpensesSubtotal |
| Other Expenses Not Included | 1675367 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1675367 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18778867 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE UNIVERSITY'S ENDOWMENT FUNDS IS FOR SCHOLARSHIPS, FACULTY/STAFF SALARIES, OTHER SPECIFIC PROGRAMS EXPENSES, AND GENERAL USE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | NOTE 13 - UNCERTAINTY IN INCOME TAXES THE UNIVERSITY FOLLOWS THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. AS OF JUNE 30, 2012 AND 2011, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS. HOWEVER, NO INTEREST OR PENALTIES WERE RECORDED DURING THE YEARS ENDED JUNE 30, 2012 AND 2011. GENERALLY, THE TAX YEARS BEFORE 2009 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES. FEDERALLY FUNDED FINANCIAL AID PROGRAMS ARE SUBJECT TO SPECIAL AUDIT. SUCH AUDITS COULD RESULT IN CLAIMS AGAINST THE RESOURCES OF THE UNIVERSITY. NO PROVISION HAS BEEN MAKE FOR ANY LIABILITIES THAT MAY ARISE FROM SUCH AUDITS SINCE THE AMOUNTS, IF ANY, CANNOT BE DETERMINED AT THIS DATE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN (LOSS) ON INTEREST RATE SWAP AGREEMENT -44,638. ACTUARIAL GAIN (LOSS) ON ANNUITY CONTRACTS -230,901. ROUNDING -2. ADJUSTMENT FOR FULL APPRAISAL VALUE OF ANTIQUE CAR 615,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 339,459. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUES (LOSSES) OF EXEMPT PRIVATE FOUNDATION -13,373. GAIN (LOSS) ON INTEREST RATE SWAP AGREEMENT -44,638. ACTUARIAL GAIN (LOSS) ON ANNUITY CONTRACTS -230,901. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL SCHOLARSHIPS OFFSETTING STUDENT TUITION AND FEES 1,675,367. UNRELATED BUSINESS INCOME - RENTAL EXPENSES NETTED AGAINST INCOME -1,740. CONTRIBUTION-EXEMPT PRIVATE FOUNDATION-ELIMINATED IN FINANCIAL STATEMENTS 18,000. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF EXEMPT PRIVATE FOUNDATION 56,476. UNRELATED BUSINESS INCOME - RENTAL EXPENSES NETTED AGAINST INCOME 1,740. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL SCHOLARSHIPS OFFSETTING STUDENT TUITION AND FEES 1,675,367. |
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 PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ITS MAGAZINE, "THE JOHNSON MAGAZINE", IN THE NEWSPAPER, AND IN A GRAPHIC OVERLAY TO VIDEOS USED IN TELEVISION ADS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE ONLY GOVERNMENTAL AGENCY THAT PROVIDES FINANCIAL AID OR ASSISTANTCE TO THE UNIVERSITY IS THE UNITED STATES DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | TN | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | FINANCIAL PLANNING MINISTRY (FPM) PROVIDES A SERVICE THAT MIGHT EVENTUALLY RESULT IN A CHARITABLE BEQUEST FROM AN ESTATE. FPM CHARGES A $2,000 PER PER MONTH FLAT RATE ($24,000 PER YEAR) FOR JOHNSON UNIVERSITY TO BE A PARTNER ORGANIZATION. FPM CONDUCTS ESTATE PLANNING SEMINARS WHERE PARTICIPANTS ARE OFFERRED THE OPPORTUNITY TO INCLUDE A CHARITABLE BEQUEST FOR ONE OF THE PARTNER CHARITIES. THE ONLY IMMEDIATE BENEFIT TO JOHNSON UNIVERSTY IS THE POTENTIAL OF AN ESTATE PLANNING EXPECTANCY THAT MOST LIKELY WILL NOT BE REALIZED FOR YEARS TO COME. | Explanation |
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 | CASH SCHOLARSHIPS FOR STUDENTS ATTENDING JOHNSON UNIVERSITY IN KNOX COUNTY, TENNESSEE | TypeOfGrant |
| Number Of Recipients | 661 | NumberOfRecipients |
| Amount Of Cash Grant | 1675367 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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: THE UNIVERSITY DOES NOT GIVE ANY NON-CASH SCHOLARSHIPS. SCHOLARSHIPS ARE DISBURSED TO STUDENTS THROUGH CREDITING THEIR STUDENT ACCOUNTS. IF THE STUDENT HAS EXCESS SCHOLARSHIP FUNDS AS THE RESULT OF TITLE IV AID, THEN THESE FUNDS ARE AUTOMATICALLY DISBURSED TO THE STUDENT WITHIN 14 DAYS. IF THE EXCESS FUNDS ARE THE RESULT OF SOMETHING OTHER THAN TITLE IV AID, THE STUDENT MUST REQUEST A REFUND AND THESE FUNDS ARE DISBURSED TO THE STUDENT BY CHECK. THE UNIVERSITY'S PROCEDURES FOR MONITORING GRANT FUNDS IN THE U.S. ARE AS FOLLOWS: THE UNIVERSITY HAS APPOINTED DIRECTORS, WHO REPORT TO THE APPROPRIATE VICE PRESIDENTS OVER ALL FEDERAL GRANT PROGRAMS. THESE DIRECTORS ARE CHARGED WITH PERFORMING ALL GRANT-RELATED ACTIVITIES INCLUDING APPLICATION, MONITORING OF EXPENDITURES AND REPORTING, WITH THE EXCEPTION OF DRAW-DOWNS OF FEDERAL FUNDS. DRAW-DOWNS ARE PERFORMED BY THE UNIVERSITY'S CONTROLLER AFTER REQUESTS ARE MADE BY THE DIRECTOR TO THE CONTROLLER. THE CONTROLLER REVIEWS THE REQUESTS FOR DRAW-DOWNS, WHICH INCLUDE DOCUMENTATION OF ALL DIRECT AND INDIRECT PROGRAM EXPENSES, BEFORE MAKING THE DRAW-DOWNS. A SINGLE AUDIT IS PERFORMED ANNUALLY BY THE UNIVERSITY'S INDEPENDENT AUDITORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY E WEEDMAN | |||||||||||||
| 125897 | 0 | 0 | 0 | 0 | 0 | 22927 | 0 | 10248 | 0 | 159072 | 0 | 0 | 0 |
| DAVID L EUBANKS | |||||||||||||
| 67412 | 0 | 0 | 0 | 6387 | 0 | 0 | 0 | 0 | 0 | 73799 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCES OF $6,700 PER INDIVIDUAL WERE PROVIDED FOR THE FOLLOWING OFFICERS: GARY E. WEEDMAN; CHRISTOPHER R. ROLPH; PHILIP EUBANKS; DAVID A. LEGG; TIMOTHY WINGFIELD; CHRIS DAVIS; AND CLIFF MCCARTNEY |
| PART I, LINE 4B | DR. DAVID L. EUBANKS, THE FORMER PRESIDENT, RECEIVED $6,387 FROM A NON-QUALIFIED RETIREMENT PLAN. |
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 |
|---|---|---|---|---|---|---|---|
| THE HEALTH EDUCTN & HOUSING FACLTY BD OF CO OF KNOX SERIES 2006 | |||||||
| 621220275 | 499503AA8 | 2009-11-02 | 6670000 | TO FINANCE BUILDINGS AND EQUIPMENT OF THE UNIVERSITY | 0 | 0 | 0 |
| THE HEALTH EDUCTN & HOUSING FACLTY BD OF CO OF KNOX SPEC PROJ REV OBLGTN | |||||||
| 621220275 | NONEAVAIL | 2009-12-31 | 18965076 | REFNDNG OF PREVSLY ISSUED & OUTSTNDNG TAX-EXEMPT BNDS;ACQ-REAL PROP;CONSTR | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 6670000 | 2007 | 0 | 0 | 1 | 1 | ||||
| 2011 | 1 | 0 | 1 | 1 | 18965076 | 1246505 | 48419 | 6451582 |
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 | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REGIONS EQUIPMMENT | |||||||||||
| 0 | 1 | 1 | FINANCE CORPORATION | 10.000000000000 | 0 | 0 | 0 | NA | 0 | 0 | 0 |
| REGIONS EQUIPMMENT | |||||||||||
| 0 | 1 | 1 | FINANCE CORPORATION | 12.000000000000 | 0 | 0 | 0 | NA | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SAM WIDENER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 3040 | AmountOfTransaction |
| Description Of Transaction | SAM WIDENER, TRUSTEE, IS THE 100% OWNER OF WINCO, INC. FOR THE YEAR ENDED 06/30/12, THE UNIVERSITY PURCHASED FLOORING PRODUCTS TOTALING $3,040. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 690000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15567 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CLOSING MARKET PRICE | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 620000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID L. EUBANKS, THE FORMER PRESIDENT, IS THE FATHER OF PHILIP EUBANKS, THE VICE PRESIDENT FOR ADVANCEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE UNIVERSITY'S TAX PREPARER WILL PROVIDE THE VICE PRESIDENT FOR BUSINESS AND FINANCE/TREASURER A SCANNED COPY OF THE FINAL VERSION OF THE FORM 990 TAX RETURN. THE RETURN WILL BE MAILED AND/OR EMAILED TO THE EXECUTIVE COMMITTEE AND THE PRESIDENT. THESE INDIVIDUALS WILL HAVE THREE TO FIVE BUSINESS DAYS TO ASK ANY QUESTIONS PRIOR TO THE FILING OF THE FORM 990 TAX RETURN. THE VICE PRESIDENT FOR BUSINESS AND FINANCE/TREASURER AND/OR THE CONTROLLER WILL ANSWER QUESTIONS OR PROVIDE INFORMATION AS REQUESTED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES WILL REVIEW ANNUALLY THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER WILL READ AND SIGN THIS POLICY AT THE FEBRUARY BOARD MEETING. THESE SIGNED STATEMENTS WILL BE RETAINED IN THE UNIVERSITY'S BUSINESS OFFICE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WILL REVIEW THE CABINET LEVEL SALARIES AND BENEFITS ANNUALLY. THIS REVIEW WILL BE CONDUCTED AT THE STANDING JUNE EXECUTIVE COMMITTEE MEETING. THE VICE PRESIDENT FOR BUSINESS AND FINANCE/TREASURER WILL PROVIDE THE SALARY AND BENEFITS INFORMATION. THE EXECUTIVE COMMITTEE WILL ALSO RECEIVE INDUSTRY SALARY COMPARISONS EVERY THREE TO FIVE YEARS. THE PRESIDENT OF THE UNIVERSITY DOES HAVE A WRITTEN EMPLOYMENT CONTRACT. OTHER OFFICERS DO NOT HAVE A WRITTEN EMPLOYMENT CONTRACT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,084,133. GAIN (LOSS) ON INTEREST RATE SWAP AGREEMENT -44,638. ACTUARIAL GAIN (LOSS) ON ANNUITY CONTRACTS -230,901. ROUNDING -2. ADJUSTMENT FOR FULL APPRAISAL VALUE OF ANTIQUE CAR 615,000. TOTAL TO FORM 990, PART XI, LINE 5: -3,744,674. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE FINANCE AND INVESTMENT COMMITTEE ASSUMES RESPONISBILITY FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT, AND THIS POLICY HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR. | FINANCIAL STATEMENTS AND REPORTING |
| FORM 990, LINE C, PAGE 1 | ON JULY 1, 2011, JOHNSON BIBLE COLLEGE CHANGED ITS NAME TO JOHNSON UNIVERSITY. | NAME CHANGE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHNSON FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 JOHNSON DRIVE | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37998 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581767548 | EIN |
| Primary Activities | PROVIDES CHARITABLE GRANTS TO JOHNSON UNIVERSITY | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | EXEMPT PRIVATE FOUND | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GRANT FROM THE JOHNSON FOUNDATION INC | ||
| C | 18000 | CASH PAID |
| THE JOHNSON FOUNDATION INC IS OPERATED | ||
| M | CASH PAID | |
| ON THE CAMPUS OF JOHNSON UNIVERSITY | ||
| THERE ARE NO SEPARATE FACILITIES IN | ||
| ADDITION THERE ARE THREE ADVANCEMENT | ||
| EMPLOYEES WHO SPEND ON AVERAGE EIGHT | ||
| HOURS PER MONTH WORKING ON FOUNDATION- | ||
| RELATED MATTERS THE BUSINESS OFFICE | ||
| CONTROLLER SPENDS AN ESTIMATED TWENTY | ||
| HOURS PER YEAR PERFORMING ACCOUNTING | ||
| WORK FOR THE FOUNDATION JOHNSON | ||
| UNIVERSITY HAS NEVER SOUGHT REMEDIATION | ||
| FOR THESE EXPENSES INCURRED BY THE | ||
| UNIVERSITY BECAUSE GENERALLY THEY HAVE | ||
| NOT BEEN MATERIAL IN NATURE THE EST- | ||
| IMATED COST FOR THESE SERVICES WOULD | ||
| NOT EXCEED 4000 FOR THE CURRENT YEAR | ||