PRESIDENT

2013-10-21T13:39:37-05:00 2013-06-30 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2012-07-01 620548917 SOUTHERN COLLEGE OF OPTOMETRY SOUT 9017223200 1245 MADISON AVE MEMPHIS TN 38104 DR RICHARD PHILLIPS PRESIDENT 9017223200 2013-10-16 1 JEFF THOMASON P00976026 9017612720 2012 2016-02-24 21:20:13Z DR RICHARD PHILLIPS 1245 MADISON AVE MEMPHIS TN 38104 25063916 0 X WWW.SCO.EDU X 1932 TN THE ORGANIZATION OPERATES A SCHOOL OF OPTOMETRY AND CLINIC. 16 16 418 0 0 0 2581936 3074893 18262869 19685555 743305 622162 -522300 -436269 21065810 22946341 0 0 0 0 14847196 15719793 0 0 598573 6497006 6689851 21344202 22409644 -278392 536697 86734866 96200672 21163687 25747269 65571179 70453403 TO LEAD THE PROFESSION BY: EDUCATING THE BEST POSSIBLE HEALTHCARE PROVIDERS, PROMOTING LIFELONG LEARNING, AND FOSTERING A PERSONAL COMMITMENT TO SERVICE. 0 0 9450575 18898809 SCHOOL OF OPTOMETRY, CLINIC, EDUCATIONAL PROCESS AND STUDENT TRAINING. 9450575 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 418 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X DAVID WEST 9017223200 1245 MADISON AVENUE MEMPHIS TN 38104 JARRETT JOHNSON OD CHAIR 1.00 X X 0 0 0 EUGENE BANE OD MEMBER 1.00 X 0 0 0 DOUGLAS CLARK OD MEMBER 1.00 X 0 0 0 JAMES B JALENAK MEMBER 1.00 X 0 0 0 BRIAN JONES MEMBER 1.00 X 0 0 0 CHRISTOPHER B KING OD MEMBER 1.00 X 0 0 0 MARTHA ROSEMORE MORROW OD MEMBER 1.00 X 0 0 0 SHARON BERGER-MOSCOW OD MEMBER 1.00 X 0 0 0 RICHARD L POWELL OD MEMBER 1.00 X 0 0 0 STEVEN T REED OD MEMBER 1.00 X 0 0 0 JAMES D SANDEFUR OD MEMBER 1.00 X 0 0 0 CARLA D SANDERSON MEMBER 1.00 X 0 0 0 ROBERT W SMALLING OD MEMBER 1.00 X 0 0 0 AL SPIVEY III OD MEMBER 1.00 X 0 0 0 LETICIA W TOWNS FACHE MEMBER 1.00 X 0 0 0 CHRISTIE UPSHAW TRAVIS MEMBER 1.00 X 0 0 0 DR RICHARD PHILLIPS PRESIDENT 35.00 X 324685 0 55206 DAVID WEST V.P. FOR FINANCE & ADMIN 35.00 X 165347 0 42460 DR LEWIS REICH VICE PRESIDENT 35.00 X 211417 0 46923 DR KRISTEN ANDERSON VICE PRESIDENT 40.00 X 167536 0 19509 JOE HAUSER SECRETARY/TREASURER 35.00 X 142151 0 39175 DR JAMES VENABLE VICE PRESIDENT 40.00 X 161355 0 33829 ANN FIELDS V.P. OF HUMAN RESOURCES 35.00 X 121518 0 36166 JAMES NEWMAN OD FACULTY 40.00 X 150228 0 29612 JOHN CAMPBELL OD FACULTY 40.00 X 149231 0 33751 GLEN STEEL OD FACULTY 40.00 X 143496 0 32332 WILLIAM EDMONDSON OD FACULTY 40.00 X 141600 0 31869 CHRIS LIEVENS OD FACULTY 40.00 X 133813 0 39237 2012377 0 440069 31 0 1 0 LINKOUS CONSTRUCTION 1661 AARON BRENNER DRSUITE 207 MEMPHIS TN 38120 CONSTRUCTION CONTRACTING 1084254 IMPERIAL SECURITY 2555 POPLAR AVE MEMPHIS TN 38112 SECURITY 185225 ABM JANITORIAL 4181 SENATOR ST MEMPHIS TN 38118 JANITORIAL 118645 3 1284918 1789975 3074893 TUITION AND FEES 541900 14127945 14127945 EDUCATIONAL DEPT 541900 5205806 5205806 STUDENT LOAN INTEREST REVENUE 541900 351804 351804 19685555 860990 860990 229692 0 229692 229692 229692 5200 244028 -238828 -238828 -238828 1207586 1873547 -665961 -665961 22946341 18780766 0 1090682 1294009 613990 507945 172074 10792472 5177561 5507787 107124 2779053 1331655 1386393 61005 854259 409340 426166 18753 39260 39260 47093 47093 52292 52292 166060 161076 4984 572544 561999 10545 740118 740118 444462 393991 50471 260399 260399 1147599 1147599 207921 207921 EQUIPMENT RENTAL AND MA 704780 704780 SCHOLARSHIPS AND AWARDS 631000 631000 SPECIAL EVENTS 411753 250931 160822 BAD DEBTS 323021 323021 941549 582249 346505 12795 22409644 9450575 12360496 598573 2682155 1713025 1288998 1755654 410144 419539 15986308 18209276 280984 159600 346443 392660 29691866 15028862 15185821 14663004 49920474 51954159 633539 6933755 86734866 96200672 1961842 2312920 1339310 1575822 9800000 9800000 8062535 12058527 21163687 25747269 X 46164718 48185254 12367576 15154428 7038885 7113721 65571179 70453403 86734866 96200672 536697 4647182 -301655 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15452917 1928425 1385298 1694295 17072345 15491099 954542 -277406 715318 15452917 13321563 419126 2170078 419668 15491099 11986229 369938 1443385 477989 13321563 11528711 3124145 -2196887 469740 11986229 0.35880 0.42230 0.21890 0 0 2915883 2915883 14426075 6063775 8362300 1435251 1098761 336490 10914657 7866326 3048331 14663004 CONSTRUCTION IN PROCESS 6933755 6933755 ADVANCES FROM THE FEDERAL GOVERNMENT FOR STUDENT LOANS 7658795 ADVANCES FROM OAL 899732 CAPITAL LEASE OBLIGATIONS 3500000 12058527 29467070 4647182 1873547 6520729 22946341 0 22946341 24283191 1873547 1873547 22409644 0 22409644 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUND CREATED TO ACCUMULATE MONIES TO SUPPORT THE COLLEGE AND ITS MISSION OVER THE LONG TERM. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY IS INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL. SOUTHERN COLLEGE OF OPTOMETRY RECEIVES FUNDS FROM GOVERNMENT AGENCIES FOR THE BENEFIT OF CERTAIN STUDENTS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SOUTHERN COLLEGE OF OPTOMETRY RECEIVES GOVERNMENT ASSISTANCE TO HELP IN FUNDING THE SCHOOL'S FEDERAL WORK STUDY PROGRAM FOR PARTICIPATING STUDENTS. X X X X X 0 0 0 0 0 0 0 0 0 DR RICHARD PHILLIPS PRESIDENT 324685 0 0 0 0 0 0 0 55206 0 379891 0 0 0 DAVID WEST V.P. FOR FINANCE & ADMIN 165347 0 0 0 0 0 0 0 42460 0 207807 0 0 0 DR LEWIS REICH VICE PRESIDENT 211417 0 0 0 0 0 0 0 46923 0 258340 0 0 0 DR KRISTEN ANDERSON VICE PRESIDENT 167536 0 0 0 0 0 0 0 19509 0 187045 0 0 0 JOE HAUSER SECRETARY/TREASURER 142151 0 0 0 0 0 0 0 39175 0 181326 0 0 0 DR JAMES VENABLE VICE PRESIDENT 161355 0 0 0 0 0 0 0 33829 0 195184 0 0 0 ANN FIELDS V.P. OF HUMAN RESOURCES 121518 0 0 0 0 0 0 0 36166 0 157684 0 0 0 JAMES NEWMAN OD FACULTY 150228 0 0 0 0 0 0 0 29612 0 179840 0 0 0 JOHN CAMPBELL OD FACULTY 149231 0 0 0 0 0 0 0 33751 0 182982 0 0 0 GLEN STEEL OD FACULTY 143496 0 0 0 0 0 0 0 32332 0 175828 0 0 0 WILLIAM EDMONDSON OD FACULTY 141600 0 0 0 0 0 0 0 31869 0 173469 0 0 0 CHRIS LIEVENS OD FACULTY 133813 0 0 0 0 0 0 0 39237 0 173050 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 ON BEHALF OF THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES BASED ON DATA COMPARABLE TO OTHER INSTITUTIONS. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY AND NO SUCH CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMPENSATION COMMITTEE PROVIDE RECOMMENDATIONS FOR THE COMPENSATION OF THE PRESIDENT AND KEY MANAGEMENT OFFICIALS BASED ON DATA COMPARABLE TO OTHER INSTITUTIONS, WRITTEN EMPLOYMENT CONTRACTS, AND COMPENSATION STUDIES AND SURVEYS. COMPENSATION IS APPROVED BY THE BOARD/COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.