2012-04-13T13:13:31-05:00 2011-05-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2010-06-01 630288811 Birmingham-Southern College BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 general charles krulak 2012-04-04 true 4046886841 2010 2016-02-24 21:20:13Z general charles krulak 900 ARKADELPHIA ROAD Birmingham AL 35254 75459748 false X www.bsc.edu X 1856 AL Birmingham-Southern College is a Four-Year Collegiate Liberal Arts Institution operating under the auspices of the Alabama-West Florida and North Alabama Conferences of the United methodist church. 59 59 1233 104 0 0 9255078 10619114 39953678 55181462 1453340 7996127 9595825 1663045 60257921 75459748 21536458 22166346 0 29592462 26851005 0 2003029 28129784 26268562 79258704 75285913 -19000783 173835 207964972 200893319 88447325 83490145 119517647 117403174 X Birmingham-Southern College provides a liberal arts education of distinctive quality. The college challenges students to think independently, to examine the arts and sciences aesthetically and critically, and to communicate clearly. It fosters the advancement of scholarship, personal and resourceful learning, and comprehensive advising. The total educational experience at Birmingham-Southern College focuses on individual students and their intellectual and ethical development, and offers opportunities for spiritual and physical well-being. The academic program challenges students to understand a range of disciplines and requires the in-depth study of one. The college is distinguished by a dedicated faculty, undergraduate scholarship and research, Interim term, leadership studies and service-learning, cross-cultural opportunities, and on- and off-campus mentor relationships within a liberal arts context. Birmingham-Southern College operates under the auspices of the Alabama-West Florida false false 53833029 22166346 55181462 2010-2011 SCHOOL YEAR- The total experience at BSC focuses on the student and their intellectual and ethical development. We offer them opportunities for spiritual and physical well being, and our academic program challenges them to understand a range of disciplines, while requiring the in-depth study of one. There is much about our college that is distinct. We have a dedicated faculty who maintain their tradition of undergraduate scholarship and research; we have Interim Term; and we emphasize leadership studies and service-learning, cross-cultural opportunities,and on- and off-campus mentor relationships within a liberal arts context. 53833029 true true false false false false false false false true true false false true true true false true true false false false false false false false false false true true true false false false false false false true false false true true false false false true false false false false false true 147 0 true 1233 true false false false false false false true 1 false false false X 59 59 true true false false false false false true true false false true true true true true true true true false AL X X MR ELI PHILLIPS 2052264630 900 ARKADELPHIA ROAD Birmingham AL 35254 Ms Ann Evins Adams 1.0 X 0 0 0 Mr W Michael Atchison 1.0 X 0 0 0 Mr Carl F Bailey 1.0 X 0 0 0 Mr David R Baker 1.0 X 0 0 0 Mr John B Barnett III 1.0 X 0 0 0 Mr Julian G Bishop 1.0 X 0 0 0 Dr William H Bostick Jr 1.0 X 0 0 0 Dr Peter Douglas Bunting 1.0 X 0 0 0 Ms Karen Carroll 1.0 X 0 0 0 Mr Daniel Coleman 1.0 X 0 0 0 Mr Charles W Daniel 1.0 X 0 0 0 Mr H Corbin Day 1.0 X 0 0 0 Bishop Paul A Duffey Sr 1.0 X 0 0 0 Rev J Walker Epps 1.0 X 0 0 0 Mr Denson N Franklin III 1.0 X X 0 0 0 Mr T Morris Hackney 1.0 X 0 0 0 Ms Marguerite Jones Harbert 1.0 X 0 0 0 Mr Edward L Hardin 1.0 X 0 0 0 Mr Donald E Hess 1.0 X 0 0 0 Mr William C Hulsey 1.0 X 0 0 0 Mr Philip C Jackson Jr 1.0 X 0 0 0 Mr Donald M James 1.0 X 0 0 0 Mr Frank A Jenkins III 1.0 X 0 0 0 Mr John D Johns 1.0 X 0 0 0 Dr Wayne W Killion Jr 1.0 X X 0 0 0 Mr Benny M LaRussa Jr 1.0 X 0 0 0 Bishop Paul L Leeland 1.0 X 0 0 0 Mr Alan C Livingston 1.0 X 0 0 0 Mr Clay C Long 1.0 X 0 0 0 Mr Thomas H Lowder 1.0 X 0 0 0 Mr John J McMahon Jr 1.0 X 0 0 0 Ms Katherine M McTyeire 1.0 X 0 0 0 Ms Margaret Monaghan 1.0 X 0 0 0 Dr Allen D Montgomery 1.0 X 0 0 0 Bishop Robert C Morgan 1.0 X 0 0 0 Dr William B Morgan 1.0 X 0 0 0 Mr H Craft O'Neal 1.0 X 0 0 0 Mr G Ruffner Page Jr 1.0 X 0 0 0 Mr Charles D Perry Jr 1.0 X 0 0 0 Mr Harold William Ripps 1.0 X 0 0 0 Mr C Dowd Ritter 1.0 X X 0 0 0 Mr Bruce F Rogers 1.0 X 0 0 0 Mr George B Salem 1.0 X 0 0 0 Mr Herbert A Sklenar 1.0 X 0 0 0 Mr David M Smith 1.0 X 0 0 0 Mr George A Smith Jr 1.0 X 0 0 0 Dr S C Stanford 1.0 X 0 0 0 Mr James T Stephens 1.0 X X 0 0 0 Mr Larry D Striplin Jr 1.0 X 0 0 0 Mr Kevin Richard Stump Sr 1.0 X 0 0 0 Mr William A Terry 1.0 X 0 0 0 Rev Keith Thompson 1.0 X 0 0 0 Dr Paulette Brignet Thompson 1.0 X 0 0 0 Dr John Kevin Tucker 1.0 X 0 0 0 Dr Wesley H Wachob 1.0 X 0 0 0 Mr John Watts Sr 1.0 X 0 0 0 Bishop William H Willimon 1.0 X 0 0 0 Rev Robin C Wilson 1.0 X 0 0 0 Dr Andrew R Wolfe 1.0 X 0 0 0 Dr Paul D Wolfe 1.0 X 0 0 0 Ms Delynn M Zell 1.0 X 0 0 0 G David Pollick 40.0 X 2287849 0 24249 Mark S Schantz 40.0 X 185668 0 16330 Lane Estes 40.0 X 147076 0 21361 Adelia Thompson 40.0 X 150985 0 14538 M Dudley Long 40.0 X 146554 0 12751 Anthony Hambey 40.0 X 112175 0 20063 James Wagnon 40.0 X 102732 0 19709 Sheryl Salmon 40.0 X 100847 0 19709 Kathleen Greer Rossmann 40.0 X 108590 0 7384 R Joe Dean 40.0 X 168351 0 17958 A Duane Reboul 40.0 X 158112 0 15323 E Byron Chew 40.0 X 147735 0 15862 Tara Sudderth 40.0 X 117299 0 14358 William Nicholas 40.0 X 110521 0 11012 4044494 0 230607 14 false true false Aramark Corporation 1101 Market Street 24th Floor PHILADELPHIA PA 191072988 food service 4717761 Golden Associates Construction L 2212 1st Avenue South BIRMINGHAM AL 35233 construction 2663660 VIVA Health 1222 14th Avenue South BIRMINGHAM AL 35205 Health Insurance 1514796 Apogee Inc 715 W 23rd street AUSTIN TX 78705 it services 697385 Business Interiors Inc 2101 Highland Avenue South Suite 3 BIRMINGHAM AL 35205 Interior Design 453117 23 640659 9978455 1670932 10619114 TUITION & FEES 611710 41697769 41697769 DORM REVENUES 611710 7714698 7714698 CAFETERIA 611710 4382459 4382459 BOOKSTORE 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-135474 38361 53157928 -135474 -135474 53293402 22166346 22166346 75459748 53119567 53119567 22166346 22166346 75285913 Part V, line 1e The endowment amounts have been restated for the year ended June 30, 2009. The restatement is due to a portion of the endowment being reclassified to cover deficiencies. The amount of the reclassification is $14,764,932 and it is included in the other expenditures line item on Part V. Part v, Line 4 Endowments are established to support student scholarships, fellowships, and professorships. The goals of endowment funds are to support students, faculty, staff and programs of the College. Part X, Line 2 In June 2009, the College adopted the provisions of Financial Accounting Standards Board (FASB) guidance relating to uncertainty in income taxes. This guidance requires entities to assess their uncertain tax positions for the likelihood that they would be overturned upon Internal Revenue Service examination or upon examination by state taxing authorities. In accordance with this guidance, the College has determined that it does not have any positions at May 31, 2011, that it would be unable to substantiate. Prior to implementation, disclosure requirements were governed by the guidance for contingencies. The College has filed its tax returns through May 31, 2010. The tax returns for years ended may 31, 2007, and thereafter are subject to audit by the taxing authorities. Part XII, Line 4B Institutional Awards: $22,166,346 Part XIII, Line 4B Institutional Awards: $22,166,346 true true true true true true true false false false false false false false false true false true Line 3 This information is published in the College's catalog, in newspaper publications, and on the College's website. Line 6 Explanation of Government Financial Aid Birmingham-Southern receives student aid funds through the department of education for supplemental education opportunity grants (SEOG), Pell grants, federal work study grants, family educational loans, academic competitiveness grants, and national science and mathematics access to retain talent grants. true Student Aid & Institutional Awards 1397 22166346 Schedule I, Part I, Line 2 Birmingham-Southern College has written criteria for scholarships and grants which require formal application or nomination. This paper trail is used for internal reports, audits and donor reports. Funds are tracked in our database software and individual files are maintained of grant/scholarship recipients. All material is subject to audit. Grant/Scholarship criteria is reviewed prior to disbursement. X X X X X true true X X X X X true false false false false true false false false G David Pollick 495297 0 0 0 1792552 0 20156 0 4093 0 2312098 0 Mark S Schantz 185668 0 0 0 0 0 6781 0 9549 0 201998 0 Lane Estes 147076 0 0 0 0 0 11812 0 9549 0 168437 0 Adelia Thompson 150985 0 0 0 0 0 7530 0 7008 0 165523 0 M Dudley Long 146554 0 0 0 0 0 10294 0 2457 0 159305 0 R Joe Dean 168351 0 0 0 0 0 14264 0 3694 0 186309 0 A Duane Reboul 158112 0 0 0 0 0 11577 0 3746 0 173435 0 E Byron Chew 147735 0 0 0 0 0 15596 0 266 0 163597 0 Part I, Line 1a Spousal Travel: Mrs. Pollick traveled with the President for College business. Club Dues: The College paid for the President's membership fees, annual dues and any properly documented business related charges at a local country club. The club was used to host college related events and conduct college related business. The President was responsible for payment of any personal country club expenses. Housing As a condition of employment, the President is required to reside in, along with immediate family, in an on campus residence (President's residence). The College maintains, at its expense, the President's residence, grounds and provides utilities, security and housekeeping services based on the needs of the President and his immediate family. Part I, Line 4 In August 2010, Dr. Pollick resigned from the College. In accordance with Dr. Pollick's employment contract, he received a severance payment in the amount of $1,792,552. The severance payment was comprised of deferred compensation and additional salary and benefits. Part I, Line 6 The president of the college receives deferred compensation based on the same rate of return as endowment earnings. Private Colleges and Universities Facilities Auth 521297592 2009-08-08 11100000 To construct student dorms false false false Private Colleges and Universities Facilities auth 521297592 2009-08-08 11000000 To construct student dorms false false false 10941224 56000 10941224 2010 false false true true 11046776 56000 11046776 2008 true false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false true true Regions Bank 5. false false false false false false true true Regions Bank 7. false false false false false Mr H Corbin Day trustee-relative is student 14000 scholarship Mr H Craft O'Neal trustee-relative is student 15300 scholarship Rev Keith Thompson trustee-relatives are students 34300 scholarships Mr John Watts Sr trustee-relative is student 8000 scholarship JT Stephens Trustee 226470 Subscription services false Morris Hackney Trustee 200000 payment to Hackney Literary false C Dowd Ritter Trustee 3497790 Interest Exp., Refinance costs false Sch. L, Part IV, Business Transactions Involving Interested Persons (A) Name of Person: J.T. Stephens (B) Relationship Between Interested Person and Organization: BSC-Board Trustee (c) Amount of transaction: $226,470 (D) Description of Transaction: Mr. Stephens is chairman of the board of EBSCO Industries. The College contracts with EBSCO Industries for subscription services, databases, printing and information packaging. (A) Name of Person: Morris Hackney (B) Relationship Between Interested Person and Organization: BSC-Board Trustee (c) Amount of transaction: $200,000 (D) Description of Transaction: Mr. Hackney is a trustee and board member of Hackney Literary Awards. The College made a payment to Hackney Literary Awards, which is a 501(c)(3) organization. (A) Name of Person: C. Dowd Ritter (B) Relationship Between Interested Person and Organization: BSC-Chairman of the Board of Trustees. (c) Amount of transaction: $3,497,790 (D) Description of Transaction: Mr. Ritter is a Trustee & Officer of Regions Financial Corp, which holds various notes payable of the College. The college pays interest Expense, Refinance costs and Investment management fees for the Company's services. X 69 544891 stock exchange value X 1 170397 stock exchange value X 1 945000 Appraisal X Miscellaeous Items Donated for Auction 20 10644 FMV 0 false false false Form 990, Part VI, Section A, Line 2 mr. George A. Smith, jr. and mr. david m. Smith - Family relationship Mr. charles Perry, jr. and mr. william a. terry - business relationship Mr. W. michael atchison and mr. edward l. hardin - business relationship Bishop robert c. Morgan and Dr. William B. Morgan - family relationship Bishop William H. Willimon, Dr. William B. Morgan, Dr. Andrew R. Wolfe, Keith Thompson and William Bostick- Business relationship Bishop Paul L. Leeland, Rev. j. Walker Epps, Dr. Wesley h. Wachob, Dr. Paul D. Wolfe, and Rev. Robin C. Wilson - Business relationship Form 990, Part VI, Section A, Line 3 Yes, Linda Flaherty-Goldsmith served as Interim Vice President of Finance during October 2010 - September 2011. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the College's public accounting firm. The Form 990 is reviewed by the finance department and the Chief Financial Officer. After the Form 990 is reviewed and approved by the Finance department and the Chief Financial officer, the Form 990 is provided to the Finance and Investment and Audit committees for review and comments. After the review and approval of the Finance and Investment and Audit committees, the Form 990 is given to the Board of trustees before filing with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12C A conflict of interest acknowledgement and disclosure statement is given to all board members annually. Conflict of interest disclosure statements are also given to all principal administrative officers and other employees as may be deemed appropriate. The signed statements are reviewed and follow up is completed if necessary. Form 990, Part VI, Section B, Lines 15A and B The compensation committee of the board of trustees reviews and approves the president's employment contract. The president and provost review and approve the faculty employment contracts. All employees salaries are discussed and approved before the annual review process. Form 990, Part VI, Section C, Line 19 Documents are available upon request Form 990, Part XI, Line 5 Other changes in net assets: Restatement (net impact) of beginning net assets: ($2,152,834) Unrealized Losses on Investments ($135,474) Total adjustment to net assets: ($2,288,308) form 990, part xii, line 2c Process has not changed from prior year. Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 1951003 2983866 BSC