JOHNSON C SMITH UNIVERSITY INCORPORATED: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON C SMITH UNIVERSITY INCORPORATED (EIN 25-0983069)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349304938
- Schema version
- 2010v3.7
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T20:50:46-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S COLLEGE ST STE 2500 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250983069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson C Smith University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 7043781000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Beatties Ford Road | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dr Ronald L Carter | Name |
| Title | President | Title |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046323500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr Ronald Carter | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Beatties Ford | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 56325001 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.jcsu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1867 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | Johnson C. Smith University offers a liberal arts education to a diverse group of talented and motivated students in preparation for advanced study and specific careers. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1209 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 2553 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3889 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14172886 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11882507 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29491918 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29102257 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1239782 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1252246 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -43827 | OtherRevenuePriorYear |
| Other Revenue Current Year | -83667 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42381195 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42153343 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4455303 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5059946 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20521348 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20485610 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1037864 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18380204 | OtherExpensePriorYear |
| Other Expenses Current Year | 19495683 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43356855 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45041239 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -975660 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2887896 | RevenuesLessExpensesCY |
| Total Assets BOY | 104808878 | TotalAssetsBOY |
| Total Assets EOY | 108308659 | TotalAssetsEOY |
| Total Liabilities BOY | 14474845 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13588974 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 90334033 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94719685 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of Johnson C. Smith University is to provide an outstanding education for a diverse group of talented and highly motivated students from various ethnic, socioeconomic, and geographical backgrounds. The university offers a liberal arts education in conjunction with concentrated study in specialized fields, in preparation for advanced study and specific careers. The university endeavors to produce graduates who are able to communicate effectively, think critically, learn independently as well as collaboratively, and demonstrate competence in their chosen fields. Further, it provides an environment in which students can fulfill their physical, social, cultural, spiritual, and other personal needs through which they can develop a compelling sense of social and civic responsibility for leadership and service in a dynamic, multicultural society. Likewise, the university embraces its responsibility to provide leadership, service, and lifelong learning to the larger community. Rega | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11840366 | Expense |
| Revenue | 19128992 | Revenue |
| Description | INSTRUCTION: JOHNSON C. SMITH UNIVERSITY OFFERS INSTRUCTIONS IN VARIOUS LIBERAL ARTS PROGRAMS. FOR THE REPORTING PERIOD THE UNIVERSITY HAD ALMOST 1,500 STUDENTS MATRICULATING IN THESE PROGRAMS. JOHNSON C. SMITH UNIVERSITY HAS 3 COLLEGES FROM WHICH STUDENTS CAN CHOOSE VARIOUS MAJORS: COLLEGE OF ARTS AND LETTERS, COLLEGE OF PROFESSIONAL STUDIES, AND COLLEGE OF SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7723821 | Expense |
| Revenue | 1484968 | Revenue |
| Description | STUDENT SERVICES: JOHNSON C SMITH UNIVERSITY OFFERS A WIDE RANGE OF SERVICES TO ITS STUDENTS. THESE PROGRAMS INCLUDE THE FOLLOWING SERVICES: PLACEMENT AND CAREER COUNSELING, ADMISSION, REGISTRAR, FINANCIAL AID, SPORTS AND VARIOUS OTHER STUDENT ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4729625 | Expense |
| Revenue | 2017931 | Revenue |
| Description | ACADEMIC SUPPORT: OUR ACADEMIC SUPPORT SERVICES INCLUDES INFORMATION TECHNOLOGY, LIBRARY SERVICES, SMART CLASSROOMS, AND FACULTY TRAINING. EVERY FULLTIME STUDENT AT JOHNSON C. SMITH UNIVERSITY RECEIVES A LAPTOP. OUR LIBRARY CONTINUES TO UPDATE ITS BOOK CATALOGS. IN ADDITION, STUDENTS HAVE ACCESS TO A WIDE RANGE OF ONLINE CATALOGS. JOHNSON C. SMITH UNIVERSITY IS IN THE PROCESS OF TRANSFORMING ALL ITS TRADITIONAL CLASSROOMS INTO SMART CLASSROOMS BY PLACING TECHNOLOGY AT THE STUDENT'S FINGER TIPS. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | DescriptionDescription | GrantsGrants | RevenueRevenue |
|---|---|---|---|
| 1331122 | Public Service | ||
| 5059946 | Student Assistance | 5059946 | |
| 5697063 | Room and Board | 5688499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12088131 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5059946 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 5688499 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 36381943 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | 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 | false | TaxExemptBonds |
| 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | 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 |
| Number Forms Transmitted With1096 | 215 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1209 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GERALD HECTOR | NamePerson |
| Telephone Number | 7043781190 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BEATTIES FORD ROAD | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28216 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Gerald Agbegha | |||||||
| Trustee/ Associate Professor | 40.0 | X | 53738 | 0 | 11379 | ||
| Thomas E Baldwin | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Thomas Barnhardt | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Steven L Boyd | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Melva Wilson Costen | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| J Porter Durham Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Parran L Foster III | |||||||
| Trustee Chairman | 1.0 | X | 0 | 0 | 0 | X | |
| James Gaither | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Cameron M Harris | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| J Frank Harrison III | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Erica Hilton | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Shirley Hughes | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Argie Knox Johnson | |||||||
| Trustee Secretary | 1.0 | X | 0 | 0 | 0 | X | |
| Terrence Terry Linnert | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Mary T Mack | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Willie Martin | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Monroe Miller | |||||||
| Trustee Vice Chair | 1.0 | X | 0 | 0 | 0 | X | |
| Cornell L Moore | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Tim Newman | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Gregory W Norwood | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Richard J Osborne | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Obie Patterson | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| John B Stedman Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| McKinley Washington Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| James Woodward | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Ronald Lee Carter | |||||||
| President | 40.0 | 211497 | 0 | 22862 | X | ||
| Gerald L Hector | |||||||
| Vice President - Finance | 40.0 | 164533 | 0 | 35082 | X | ||
| Joy E Paige | |||||||
| Vice President - Development | 40.0 | 138717 | 0 | 11833 | X | ||
| Magdy Attia | |||||||
| Dean of STEM | 40.0 | 123928 | 0 | 21365 | X | ||
| Olivia Diane Bowles | |||||||
| Assistand VP GSPAR | 40.0 | 115584 | 0 | 14786 | X | ||
| Patrica Ann Roberson-Saunders | |||||||
| Instructor | 40.0 | 111029 | 0 | 6590 | X | ||
| Lisa Montgomery | |||||||
| Vice President Student Affairs | 40.0 | 151217 | 0 | 15512 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1070243 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 139409 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| FDY Inc | |||||
| 2459 Wilkinson Blvd Suite 300 | CHARLOTTE | NC | 28208 | Food Service | 2277796 |
| WFF | |||||
| 211 S Jefferson Street | ST LOUIS | MO | 63103 | Cleaning | 879794 |
| Acacial Inovations | |||||
| PO Box 1462 | FAIRFIELD | CT | 06825 | Marketing | 293306 |
| National Management Res Corp | |||||
| PO Box 1224 | LAGRANGE | GA | 30241 | Maintenance | 427003 |
| Burchette Associates | |||||
| PO Box 12706 | CHARLOTTE | NC | 28220 | Marketing | 290859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 333554 | FederatedCampaigns |
| Fundraising Events | 99542 | FundraisingEvents |
| Government Grants | 5000647 | GovernmentGrants |
| All Other Contributions | 6448764 | AllOtherContributions |
| Total Contributions | 11882507 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INSTRUCTION | 611600 | 19128992 | 19128992 |
| ROOM AND BOARD | 721310 | 5688499 | 5688499 |
| ACADEMIC SUPPORT | 611710 | 2017931 | 2017931 |
| STUDENT SERVICES | 611710 | 1484968 | 1484968 |
| INSTITUTIONAL SUPPORT | 611710 | 781867 | 781867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29102257 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 906660 | TotalRevenueColumn |
| Exclusion | $906,660 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26802 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26802 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26802 | TotalRevenueColumn |
| Exclusion | $26,802 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12988397 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12642811 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 345586 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345586 | TotalRevenueColumn |
| Exclusion | $345,586 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 99542 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 99542 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 176161 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -76619 | TotalRevenueColumn |
| Exclusion | -$76,619 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1134801 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1352686 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -41749 | TotalRevenueColumn |
| Related Or Exempt Function Income | -40222 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1527 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VENDING AND MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7899 | TotalRevenueColumn |
| Unrelated Business Revenue | 4080 | UnrelatedBusinessRevenue |
| Exclusion | $3,819 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7899 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42153343 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29062035 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2553 | UnrelatedBusinessRevenue |
| Exclusion | $1,206,248 | 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 | 5059946 | Total |
| Program Services | 5059946 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 499060 | Total |
| Program Services | 65116 | ProgramServices |
| Management And General | 433944 | ManagementAndGeneral |
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 | 17004367 | Total |
| Program Services | 13439497 | ProgramServices |
| Management And General | 2890285 | ManagementAndGeneral |
| Fundraising | 674585 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259524 | Total |
| Program Services | 217571 | ProgramServices |
| Management And General | 32813 | ManagementAndGeneral |
| Fundraising | 9140 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377113 | Total |
| Program Services | 1096396 | ProgramServices |
| Management And General | 236015 | ManagementAndGeneral |
| Fundraising | 44702 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1345546 | Total |
| Program Services | 1044779 | ProgramServices |
| Management And General | 250166 | ManagementAndGeneral |
| Fundraising | 50601 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1328548 | Total |
| Program Services | 145998 | ProgramServices |
| Management And General | 1163675 | ManagementAndGeneral |
| Fundraising | 18875 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99327 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 98327 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154072 | Total |
| Management And General | 154072 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13134 | Total |
| Management And General | 13134 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3091025 | Total |
| Program Services | 3035038 | ProgramServices |
| Management And General | 55987 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259385 | Total |
| Program Services | 96618 | ProgramServices |
| Management And General | 87777 | ManagementAndGeneral |
| Fundraising | 74990 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5321365 | Total |
| Program Services | 4087877 | ProgramServices |
| Management And General | 1115690 | ManagementAndGeneral |
| Fundraising | 117798 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1252641 | Total |
| Program Services | 1222833 | ProgramServices |
| Management And General | 26274 | ManagementAndGeneral |
| Fundraising | 3534 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2168901 | Total |
| Program Services | 2008620 | ProgramServices |
| Management And General | 156281 | ManagementAndGeneral |
| Fundraising | 4000 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1056366 | Total |
| Program Services | 815686 | ProgramServices |
| Management And General | 236650 | ManagementAndGeneral |
| Fundraising | 4030 | 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 | 772350 | Total |
| Program Services | 481076 | ProgramServices |
| Management And General | 290810 | ManagementAndGeneral |
| Fundraising | 464 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537386 | Total |
| Program Services | 508952 | ProgramServices |
| Management And General | 25074 | ManagementAndGeneral |
| Fundraising | 3360 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2949282 | Total |
| Program Services | 2772197 | ProgramServices |
| Management And General | 156577 | ManagementAndGeneral |
| Fundraising | 20508 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176171 | Total |
| Program Services | 70885 | ProgramServices |
| Management And General | 105286 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBSCRIPTION AND MEMBERSHIP | Description |
| Total | 315730 | Total |
| Program Services | 211858 | ProgramServices |
| Management And General | 92595 | ManagementAndGeneral |
| Fundraising | 11277 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45041239 | Total |
| Program Services | 36381943 | ProgramServices |
| Management And General | 7621432 | ManagementAndGeneral |
| Fundraising | 1037864 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4227 | BOY |
| EOY | 2465 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18959335 | BOY |
| EOY | 15787029 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2756598 | BOY |
| EOY | 2310425 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 597191 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078724 | BOY |
| EOY | 995192 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265521 | BOY |
| EOY | 215238 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230293 | BOY |
| EOY | 182131 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 95333697 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57504627 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39079919 | BOY |
| EOY | 37829070 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37838381 | BOY |
| EOY | 41313035 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3103366 | BOY |
| EOY | 7832741 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1492514 | BOY |
| EOY | 1244142 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104808878 | BOY |
| EOY | 108308659 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3602446 | BOY |
| EOY | 3582953 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329132 | BOY |
| EOY | 329132 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131792 | BOY |
| EOY | 116746 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6055000 | BOY |
| EOY | 5470000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2706979 | BOY |
| EOY | 1900342 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1649496 | BOY |
| EOY | 2189801 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14474845 | BOY |
| EOY | 13588974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45735506 | BOY |
| EOY | 45608624 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13581803 | BOY |
| EOY | 17857670 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31016724 | BOY |
| EOY | 31253391 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90334033 | BOY |
| EOY | 94719685 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104808878 | BOY |
| EOY | 108308659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2887896 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7273548 | 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 |
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) |
|---|---|---|
| Revenues Included | 2200 | RevenuesIncluded |
| Assets In Part X | 322575 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43189763 | BeginningOfYearBalance |
| Contributions | 890081 | Contributions |
| Investment Earnings Or Losses | 8643625 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 765438 | GrantsOrScholarships |
| Other Expenditures | 67486 | OtherExpenditures |
| Administrative Expenses | 1465453 | AdministrativeExpenses |
| End Of Year Balance | 50425092 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37154397 | BeginningOfYearBalance |
| Contributions | 1497892 | Contributions |
| Investment Earnings Or Losses | 4964393 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 233685 | GrantsOrScholarships |
| Other Expenditures | 169350 | OtherExpenditures |
| Administrative Expenses | 23884 | AdministrativeExpenses |
| End Of Year Balance | 43189763 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47436277 | BeginningOfYearBalance |
| Contributions | 876530 | Contributions |
| Investment Earnings Or Losses | -9074053 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 615141 | GrantsOrScholarships |
| Other Expenditures | 1394621 | OtherExpenditures |
| Administrative Expenses | 74595 | AdministrativeExpenses |
| End Of Year Balance | 37154397 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| 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 | 769257 | OtherCostOrOtherBasis |
| Book Value | 769257 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45538155 | OtherCostOrOtherBasis |
| Depreciation | 28503540 | Depreciation |
| Book Value | 17034615 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21211637 | OtherCostOrOtherBasis |
| Depreciation | 6164019 | Depreciation |
| Book Value | 15047618 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21273332 | OtherCostOrOtherBasis |
| Depreciation | 18100405 | Depreciation |
| Book Value | 3172927 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6541316 | OtherCostOrOtherBasis |
| Depreciation | 4736663 | Depreciation |
| Book Value | 1804653 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37829070 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PORTFOLIO ADVISOR | 545674 | F |
| FORESTER OFFSHORE LTD | 4032085 | F |
| MONDRIAN EMERGING MARKETS EQUI | 1987308 | F |
| PRIVATE ADVISORY GROUP | 1267674 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7832741 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $1,036,200 |
| ASSET RETIREMENT OBLIGATION | $1,153,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2189801 | TotalOfAmounts |
| Total Revenue | 42153343 | TotalRevenue |
| Total Expenses | 45041239 | TotalExpenses |
| Excess Or Deficit For Year | -2887896 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7273548 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 7273548 | TotalAdjustments |
| Excess Or Deficit Per FS | 4385652 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 45520572 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7273548 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 7273548 | RevenueNotRptdF990 |
| Revenue Subtotal | 38247024 | RevenueSubtotal |
| Investment Expenses Not Included | 5059946 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1153627 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3906319 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42153343 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 41134920 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1153627 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1153627 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39981293 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 5059946 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 5059946 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45041239 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Organization's Collections | Schedule D, Part III, Line 4 | The University has acquired several pieces of art over the years through donations from various alumni and other donors. Many of these items are hung in the James B. Duke library for students attending the school to enjoy as part of their educational experience. |
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | The intended uses of the University's endowment funds are to fund scholarships, professorships, professional development and maintenance. |
| Liability for Uncertain Tax Position (ASC 740) | Schedule D, Part X, Line 2 | On July 1, 2007, the University adopted the provisions of ASC 740, Income Taxes. ASC 740 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax provisions taken or expected to be taken in a tax return. ASC 740 also provides guidance on measurement, classification, interest and penalties, and disclosure. The adoption of ASC 740 had no material impact on the University's financial statements. |
| Supplemental Description - Other | Schedule D, Part XII, Line 4b | Reclass: Special Event Revenue $199,084 Reclass: Bookstore COGS ($1,176,550) Reclass: Special Event Expense ($176,161) |
| Supplemental Description - Other | Schedule D, Part XIII, Line 2d | Reclass: Bookstore COGS $1,176,550 Reclass: Special Event Expense $176,161 Reclass: Special Event Revenue ($199,084) |
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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Publication of Racially Nondiscriminatory Policy | Schedule E, Part I, Line 3 | The university publishes its racially nondiscriminatiory policy in students and employees handbooks which are available to the general community it serves. |
| Government Assistance | Schedule E, Part I, Line 6a | THE UNIVERSITY IS A PARTICIPANT IN THE DEPARTMENT OF EDUCATION TITLE 4 PROGRAM, DIRECT LOANS. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS INCLUDING PELL, SEOG, TEACH, AND TITLE 3. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Arch of Triumph | NameOfEvent1 |
| Gross Receipts Event1 | 199084 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 99542 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 99542 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1170 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 55481 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 70333 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 21479 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 27698 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 199084 | GrossReceiptsTotal |
| Charitable Contributions Total | 99542 | CharitableContributionsTotal |
| Gross Revenue Total Events | 99542 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1170 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 55481 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 70333 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 21479 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 27698 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 176161 | DirectExpenseSummaryEvents |
| Net Income Summary | -76619 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Tuition and Fees | 686 | 4492502 |
| Room and Board | 63 | 405657 |
| Books | 49 | 41650 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | SCHOLARSHIPS ARE GRANTED TO STUDENTS BASED ON ACADEMIC MERIT, ATHLETIC MERIT AND ACADEMIC DISCIPLINE. STUDENT LOANS ARE AWARDED BASED ON FEDERAL ELIGIBILITY GUIDELINES AS PROVIDED BY THE US DEPARTMENT OF EDUCATION DIRECT LENDING PROGRAM. STUDENT ATHLETICS MUST FOLLOW THE RULES SET FORTH BY THE NCAA. ONCE A SCHOLARSHIP HAS BEEN AWARDED, THE UNIVERSITY CHECKS THE RECIPIENTS' GRADE POINT AVERAGE AT THE END OF EACH SCHOOL YEAR TO DETERMINE IF THEY ARE MEETING THE ACADEMIC STANDARD SET FORTH BY THE SCHOOL OR DONOR. THE FINANCIAL AID OFFICE AT JOHNSON C. SMITH UNIVERSITY IS RESPONSIBLE FOR CHECKING EACH ACADEMIC SCHOLARSHIP RECIPIENT'S GRADES BEFORE SCHOLARSHIPS ARE AWARDED FOR THE NEXT SCHOOL YEAR. STUDENTS NOT MEETING SAP (SATISFACTORY ACADEMIC PROGRESS) WILL LOSE THEIR ACADEMIC SCHOLARSHIPS. FOR NEEDS BASED SCHOLARSHIPS AND GRANTS, THE PARENTS OF THE RECIPIENTS ARE REQUIRED TO SUBMIT A COPY OF THE TAX RETURN EACH YEAR TO THE FINANCIAL AID OFFICE BEFORE NEW NEEDS BASED SCHOLARSHIPS ARE AWARDED. STUDENTS RECEIVING ATHLETIC SCHOLARSHIPS MUST MAINTAIN A 2.0 OR HIGHER GRADE POINT AVERAGE AND MUST PASS AT LEAST 6 CREDIT HOURS IN THE FALL SEMESTER AND 24 CREDIT HOURS FOR THE SCHOOL YEAR. THE ATHLETICS COMPLIANCE COORDINATOR CHECKS THE GRADE REPORT FOR EACH STUDENT ATHLETE. EACH STUDENT ATHLETE'S GRADE REPORT IS EXAMINED AT THE END OF THE SEMESTER TO SEE IF HE OR SHE IS MEETING THE SET STANDARDS. IF THEY ARE NOT MEETING STANDARDS, THEY WILL LOSE THEIR SCHOLARSHIPS. FOR ALL SCHOLARSHIPS AND GRANTS, IF A STUDENT WITHDREW FROM THE UNIVERSITY BEFORE COMPLETING 60 PERCENT OR MORE OF A SEMESTER, THEIR FINANCIAL AID INCLUDING INTERNAL SCHOLARSHIPS ARE PRORATED BASED THE R2T4 (RETURN OF TITLE 4 FUNDS) CALCULATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald Lee Carter | |||||||||||||
| 189049 | 0 | 5000 | 0 | 17448 | 0 | 9250 | 0 | 13612 | 0 | 234359 | 0 | 0 | 0 |
| Gerald L Hector | |||||||||||||
| 164533 | 0 | 0 | 0 | 0 | 0 | 18230 | 0 | 16852 | 0 | 199615 | 0 | 0 | 0 |
| Joy E Paige | |||||||||||||
| 138717 | 0 | 0 | 0 | 0 | 0 | 4667 | 0 | 7166 | 0 | 150550 | 0 | 0 | 0 |
| Lisa Montgomery | |||||||||||||
| 151217 | 0 | 0 | 0 | 0 | 0 | 8260 | 0 | 7252 | 0 | 166729 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Housing allowance or residence for personal use | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | THE PRESIDENT OF THE UNIVERSITY HAS IN HIS CONTRACT SEVERAL ITEMS THAT PERTAIN TO HIS JOB FUNCTION AT THE UNIVERSITY. HE RESIDES IN UNIVERSITY OWNED PROPERTY OFF CAMPUS, AS IS TYPICAL FOR HIS POSITION AS UNIVERSITY PRESIDENT. THE FAIR MARKET VALUE OF PERSONAL USE OF THE PROPERTY IS CALCULATED AND FULLY TAXED TO HIM AS PART OF HIS COMPENSATION IN HIS W-2. THE UNIVERSITY ALSO PAYS A CLUB MEMBERSHIP FEE FOR THE PRESIDENT TO CONDUCT BUSINESS. THIS MEMBERSHIP IS USED ONLY FOR BUSINESS ACTIVITIES AND NOT FOR ANY PERSONAL BENEFIT TO HIM. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Review Process | Form 990, Part VI, Line 11b | The University's process for reviewing the IRS Form 990 is as follows: (1) The Vice President of Business and Finance completes a detailed review of the form and discusses the form with the University's outside tax advisors, Grant Thornton and with the University's Accounting and Budget Manager. (2) After the Vice President has completed his review and obtained answers to all his questions, a copy of the form is issued to the President of the University and the Budget and Finance Committee of the Board of Trustees for a second review. All review questions are addressed and any necessary changes are incorporated into the final version of the form 990. The full board of directors is provided a copy of the form 990 prior to filing. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | The members of the Board of Trustees each year renew their commitment to the conflict of interest policy. The affirming notices and signatures for each year is kept with the Secretary of the Board of Trustees. The commitment each year is also noted in the minutes to the Board of Trustees meetings. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | The Vice Chairman of the Board of Trustees is the Chairman of the Compensation Committee. The members of that committee review the compensation of the President each year. The President is given an evaluation that is filed with the Board of Trustees. The committee utilizes market data, and other factors to determine the compensation of the President of the University. |
| Process for Determining Compensation | Form 990, Part VI, Line 15b | Compensation of other officers or key employees ot the university are determined by the university's president based on market rate. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 | The University will provide information in regards to its annual audit and other documents upon request. |
| Other Changes in Net Assets | Form 990, Part XI, Line 5 | Unrealized Investment Gains $7,273,548 |
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