PRESIDENT

2012-10-26T13:11:30-05:00 2012-06-30 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2011-07-01 620548917 SOUTHERN COLLEGE OF OPTOMETRY SOUT 9017223200 1245 MADISON AVE MEMPHIS TN 38104 DR RICHARD PHILLIPS PRESIDENT 9017223200 2012-09-26 1 JEFF THOMASON P00976026 9017612720 2011 2016-02-24 21:20:13Z DR RICHARD PHILLIPS 1245 MADISON AVE MEMPHIS TN 38104 22942113 0 X WWW.SCO.EDU X 1932 TN THE ORGANIZATION OPERATES A SCHOOL OF OPTOMETRY AND CLINIC. 15 15 412 0 0 0 1748406 2581936 17121476 18262869 748576 743305 -362829 -522300 19255629 21065810 0 0 0 0 14478991 14847196 0 0 469103 6091481 6497006 20570472 21344202 -1314843 -278392 87200774 86734866 20936871 21163687 66263903 65571179 TO LEAD THE PROFESSION BY: EDUCATING THE BEST POSSIBLE HEALTHCARE PROVIDERS, PROMOTING LIFELONG LEARNING, AND FOSTERING A PERSONAL COMMITMENT TO SERVICE. 0 0 9111755 17383255 SCHOOL OF OPTOMETRY, CLINIC, EDUCATIONAL PROCESS AND STUDENT TRAINING. 9111755 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 0 1 43 0 1 412 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X DAVID WEST 9017223210 1245 MADISON AVENUE MEMPHIS TN 38104 JOHN GAZAWAY OD CHAIR 1.00 X X 0 0 0 BRIAN JONES MEMBER 1.00 X 0 0 0 CHRISTIE UPSHAW TRAVIS MEMBER 1.00 X 0 0 0 CHRISTOPHER KING OD MEMBER 1.00 X 0 0 0 DOUGLAS CLARK OD MEMBER 1.00 X 0 0 0 EUGENE BANE OD MEMBER 1.00 X 0 0 0 JAMES JALENAK MEMBER 1.00 X 0 0 0 JARRETT JOHNSON OD MEMBER 1.00 X 0 0 0 RICHARD POWELL OD MEMBER 1.00 X 0 0 0 ROBERT W SMALLING OD MEMBER 1.00 X 0 0 0 SHARON MOSCOW OD MEMBER 1.00 X 0 0 0 STEVEN REED OD MEMBER 1.00 X 0 0 0 MARTHA ROSEMORE MORROW MEMBER 1.00 X 0 0 0 JAMES SANDEFUR OD MEMBER 1.00 X 0 0 0 CARLA SANDERSON MEMBER 1.00 X 0 0 0 RICHARD PHILLIPS OD PRESIDENT 35.00 X 286562 0 52848 JOSEPH HAUSER SECRETARY/TREASURER 35.00 X 125522 0 36212 DAVID WEST V.P. FOR FINANCE & ADMIN 35.00 X 147944 0 39497 LEWIS REICH VICE PRESIDENT 35.00 X 186129 0 45348 DR CHARLES CONNOR FACULTY 40.00 X 146883 0 30563 DR JOHN CAMPBELL FACULTY 40.00 X 143674 0 31506 DR JAMES NEWMAN FACULTY 40.00 X 140989 0 31160 JAMES VENABLE VICE PRESIDENT 40.00 X 142999 0 31621 KRISTEN ANDERSON VICE PRESIDENT 40.00 X 147639 0 18660 1468341 0 317415 33 0 1 0 RL SPECK & ASSOCIATES INC 465 NORTH WALDRAN BLVD MEMPHIS TN 38105 CONSTRUCTION CONTRACTING 141713 IMPERIAL SECURITY 2555 POPLAR AVE MEMPHIS TN 38112 SECURITY 141273 FORMUS ARCHITECTURE PLANNING INC 119 SOUTH COURT SQ STE 200 MEMPHIS TN 38103 ARCHITECTURE CONTRACTING 113735 ABM JANITORIAL SERVICES 4181 SENATOR ST MEMPHIS TN 38118 JANITORIAL 106684 4 1331320 1250616 2581936 TUITION AND FEES 541900 13102882 13102882 EDUCATIONAL DEPT 541900 4782125 4782125 STUDENT LOAN INTEREST 541900 377862 377862 18262869 753279 753279 347340 0 347340 347340 347340 3275 13249 -9974 -9974 -9974 993414 1863054 -869640 -869640 21065810 17383255 0 1100619 560028 274414 228302 57312 10912448 5295822 5436904 179722 2552824 1239474 1263040 50310 821896 399056 406643 16197 93838 93838 46925 46925 164185 164185 183231 178133 5098 506542 503254 3288 617024 617024 400321 378904 21417 238556 238556 1114732 1114732 177356 177356 EQUIPMENT RENTAL AND MA 796343 796343 SCHOLARSHIPS AND AWARDS 501500 501500 SPECIAL EVENTS 390632 265148 125484 BAD DEBTS 346475 346475 919346 605146 303925 10275 21344202 9111755 11763344 469103 3679991 2682155 715598 1288998 476840 410144 14737515 15986308 149762 280984 337167 346443 29449018 14263197 15327841 15185821 51511861 49920474 264199 633539 87200774 86734866 1627549 1961842 1288175 1339310 9800000 9800000 8221147 8062535 20936871 21163687 X 47660302 46164718 11617098 12367576 6986503 7038885 66263903 65571179 87200774 86734866 X -278392 -414332 X 0 1 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15491099 954542 -277406 715318 15452917 13321563 419126 2170078 419668 15491099 11986229 369938 1443385 477989 13321563 11528711 3124145 -2196887 469740 11986229 0.38710 0.61290 0 0 2915883 2915883 14640701 5793543 8847158 1435251 1039028 396223 10457183 7430626 3026557 15185821 ADVANCES FROM THE FEDERAL GOVERNMENT FOR STUDENT LOANS 7490629 ADVANCES FROM OAL 546180 CAPITAL LEASE OBLIGATIONS 25726 8062535 21065810 21344202 -278392 -414332 -414332 -692724 22514532 -414332 1863054 1448722 21065810 0 21065810 23207256 1863054 1863054 21344202 0 21344202 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 XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XIII, 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 RICHARD PHILLIPS OD 286562 0 0 0 0 0 33787 0 19061 0 339410 0 0 0 JOSEPH HAUSER 125522 0 0 0 0 0 17151 0 19061 0 161734 0 0 0 DAVID WEST 147944 0 0 0 0 0 20436 0 19061 0 187441 0 0 0 LEWIS REICH 186129 0 0 0 0 0 26287 0 19061 0 231477 0 0 0 DR CHARLES CONNOR 146883 0 0 0 0 0 18265 0 12298 0 177446 0 0 0 DR JOHN CAMPBELL 143674 0 0 0 0 0 19208 0 12298 0 175180 0 0 0 DR JAMES NEWMAN 140989 0 0 0 0 0 18862 0 12298 0 172149 0 0 0 JAMES VENABLE 142999 0 0 0 0 0 19323 0 12298 0 174620 0 0 0 KRISTEN ANDERSON 147639 0 0 0 0 0 18660 0 0 0 166299 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -414,332.