2013-01-29T14:15:34-07:00 2012-06-30 990 2011-07-01 610444825 TRANSYLVANIA UNIVERSITY TRAN 8592338100 300 North Broadway Lexington KY 40508 Marc Mathews 8592338100 2013-01-29 2011 2016-02-25 16:41:14Z Marc Mathews Transylvania University 300 N Broadway Lexington KY 40508 43362388 0 X www.transy.edu X 1780 KY Post Secondary Education 40 40 1263 100 0 0 4571988 5974580 35856215 35508167 12016470 2268328 807438 558288 53252111 44309363 0 0 0 0 18329739 21054047 0 0 1078493 28041887 27642457 46371626 48696504 6880485 -4387141 167097270 171655775 21382454 30328100 145714816 141327675 Post Secondary Education 0 0 42111655 0 35508167 Post Secondary Education: To provide undergraduate degree education, curriculum, training, resources and related expenses. 0 0 0 42111655 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 141 0 1 1263 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Transylvania University 8592338100 300 North Broadway Lexington KY 40508 X William M Arvin Sr 1 X 0 0 0 Glen S Bagby 1 X 0 0 0 Mindy G Barfield 1 X 0 0 0 Antony R Beck 1 X 0 0 0 Betsy Brooks Bulleit 1 X 0 0 0 Karen K Caldwell 1 X 0 0 0 Aristides S Candris 1 X 0 0 0 John S Carroll 1 X 0 0 0 Joe E Coons 1 X X 0 0 0 Karla J Corbin 1 X 0 0 0 Richard J Corman 1 X 0 0 0 Norwood Cowgill Jr 1 X 0 0 0 Luther Deaton Jr 1 X 0 0 0 Rose Mary Stamler Dow 1 X X 0 0 0 Angela Logan Edwards 1 X 0 0 0 Michael C Finley 1 X 0 0 0 James H Frazier III 1 X 0 0 0 Ann Rosenstein Giles 1 X 0 0 0 John R Hall 1 X 0 0 0 Laura R Harper 1 X 0 0 0 Claria D Horn 1 X 0 0 0 James L Hurley 1 X 0 0 0 James G Kenan III 1 X X 0 0 0 Samuel J Mitchell Jr 1 X 0 0 0 William C Oehmig 1 X 0 0 0 Erwin Roberts 1 X 0 0 0 Warren W Rosenthal 1 X 0 0 0 Frances F Taylor 1 X 0 0 0 Joe M Thomson 1 X 0 0 0 John E Tobe 1 X 0 0 0 Herbert B Tulley 1 X 0 0 0 George M VanMeter Jr 1 X 0 0 0 A Guy Waldrop 1 X 0 0 0 Jeffrey P Williams 1 X 0 0 0 John N Williams Jr 1 X 0 0 0 Ann Orme Windley 1 X 0 0 0 Brian C Wood 1 X 0 0 0 Christopher H Young 1 X 0 0 0 William T Young Jr 1 X X 0 0 0 Byron Young 1 X 0 0 0 R Owen Williams 40 X 293992 0 0 William Pollard 40 X 148133 0 0 Marc Mathews 40 X 138376 0 0 Michael Vetter 40 X 110897 0 0 Bradley Goan 40 X 89406 0 0 Jason Whitaker 40 X 93252 0 0 John K Purdom 40 X 98447 0 0 Margaret Upchurch 40 X 89504 0 0 Veronica Dean-Thacker 40 X 84064 0 0 Daniel Fulks 40 X 118971 0 0 Kathleen Jagger 40 X 115821 0 0 Michael Pepper 40 X 111578 0 0 Tylene Garrett 40 X 109881 0 0 G Rod Erfani 40 X 108705 0 0 1711027 0 0 15 0 1 0 Sodexo 16415 Northcross Drive Suite B Huntersville NC 28078 food service provider 2402943 Ellucian Inc 62814 Collections Center Dr Chicago IL 60693 ERP provider 287162 Randy Walker Electric 601 Lagonda Ave Lexington KY 40505 general contractor 262277 Thermal Equipment Sales Inc 680 Bizzell Drive Lexington KY 40510 equipment provider 145499 Dell Marketing LP Dell USA LP Chicago IL 60680 equipment provider 122274 7 0 0 0 0 0 5974580 0 5974580 Tuition and fees 611310 28441788 28441788 0 0 Room, board, other auxiliaries 611710 7066379 7066379 0 0 0 0 0 0 35508167 1321353 1321353 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -946975 0 946975 0 946975 946975 0 0 0 558288 558288 0 0 558288 44309363 38334783 0 0 1167772 625516 441813 100443 15226784 12655768 2041457 529559 1052335 842999 166930 42406 2455818 1984312 466401 5105 1151338 936943 169309 45086 36097 36097 29195 29195 457760 376128 59115 22517 322247 220232 64164 37851 1328012 976677 295053 56282 398437 351153 38448 8836 784370 704038 28783 51549 240686 116977 92810 30899 527845 527845 3623032 3158511 464521 363591 30175 333416 Financial aid 13392657 13392657 0 0 Auxilary expenses (dining, camps) 2246277 2246277 0 0 Utilities, maintenance, custodial 1878292 1862200 16092 0 Special events/programs 1088042 867692 96274 124076 925917 763400 138633 23884 48696504 42111655 5506356 1078493 1888894 790609 6505590 1251090 792556 339403 234633 2320664 2204040 506221 888534 125820891 55760328 68602681 70060563 89108167 88082672 234137 367629 2846013 1728949 167097270 171655775 2564466 2570863 1214569 1499319 14235000 23005000 2352580 2352042 1015839 900876 21382454 30328100 X 55864619 48933278 34870611 33752228 54979586 58642169 145714816 141327675 167097270 171655775 -4387141 0 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2781124 0 0 X X 0 82613640 4196219 2204751 0 6920477 0 82094133 76124089 1730888 11281803 0 6523140 0 82613640 68256064 2197274 10970751 0 5300000 0 76124089 81858127 4135895 -13587958 0 4150000 0 68256064 0.33 0.67 0 0 0 11813572 0 11813572 75263142 0 0 75263142 19163150 0 0 19163150 11376360 0 0 11376360 8204667 0 55760328 -47555661 70060563 Annuity liability payable 900876 900876 44309363 48696504 -4387141 0 0 0 0 3619039 3619039 -768102 48932989 0 0 0 0 0 48932989 0 -4623626 -4623626 44309363 49701091 0 0 0 0 0 49701091 0 -1004587 -1004587 48696504 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Works of art, rare books, drawings, portraits, historic documents, and medical textbooks related to the University's 19th century College of Medicine are maintained by the University for educational and community historical purposes. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's endowment funds support current operations, scholarships, and specific programs for excellence in teaching and faculty development. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 net income included in audited consolidated financial statements, but not included in this form 990 because a separate form 990 is filed for this entity. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 revenue is included in the audited consolidated financial statements, but not included in this form 990 because a separate 990 is filed for this entity. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 expenses are included in the audited financial statements, but not included in this form 990 because a separate form 990 is filed for this entity. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 All publications contain a statement regarding Transylvania University's nondiscrimination policy. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University's students are eligible to receive federal financial aid. X 1 1 X 0 0 0 0 0 0 0 0 0 R Owen Williams 289000 0 0 0 4992 0 0 0 0 0 293992 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University makes a residence available for the use of the President. LFUCG IRB Series 2009A 610858140 000528908 2009-03-11 6481606 Project funding for building projects 0 0 0 LFUCG IRB Series 2009B 610858140 000528920 2009-06-10 10498725 Refund 1998 and 2000 series bonds 0 0 0 LFUCG IRB Series 2012 610858140 000528908 2012-06-27 10082095 Project funding for building projects 0 0 0 0 0 6481606 0 0 0 121500 0 0 6360106 0 0 2009 0 0 1 1 0 0 10498725 0 0 10327893 170832 0 0 0 0 0 2009 1 0 1 1 0 0 10082095 0 0 0 82095 0 0 3531505 0 6468495 2013 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A draft of form 990 is reviewed and approved by the Chair of the Finance Committee prior to filing. This is done at the delegation of the Board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Transylvania University Annual Disclosure form is completed by each trustee and is forwarded to the Vice President for Finance and Business for review. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Chairman of the Board reviews and approves compensation of the President. The President reviews and approves the compensation of all direct reports. The Director of Human Resources reviews and approves the compensation of all other employees. The Director of Human Resources uses CUPA-HR survey data to determine appropriate market salaries. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents are available through the Commonwealth of Kentucky Secretary of State. The conflict of interest policy and financial statements are available upon request to the Vice President for Finance and Business. The purpose of the request will be considered on a case-by-case basis. Bingham Fund for Excellence in Teaching at Transylvania University 300 N Broadway Lexington KY 40508 611129707 Promote excellence in teaching KY 501(c)(3) 509(a)(2) Transylvania University 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 Bingham Fund for Excellence in Teaching at Transylvania University b 1004587 Actual expenses Bingham Fund for Excellence in Teaching at Transylvania University l 0 Bingham Fund for Excellence in Teaching at Transylvania University m 0