OGLETHORPE UNIVERSITY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OGLETHORPE UNIVERSITY INC (EIN 58-0568698)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201241309349300719
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T08:32:02-05:00 | 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 | MAULDIN & JENKINS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PARKWAY SE SUITE 1700 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303395946 | 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 | 580568698 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OGLETHORPE UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OGLE | NameControl |
| Phone | 4042611441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 PEACHTREE ROAD NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL HORAN | Name |
| Title | VP OF BUSINESS & FINANCE | Title |
| Phone | 4043648300 | Phone |
| Date Signed | 2012-03-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF T FUCITO | Name |
| Phone | 7709558600 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | LAWRENCE SCHALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 PEACHTREE ROAD NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50870980 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OGLETHORPE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1835 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | INSTITUTION OF HIGHER EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 596 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 9063 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -51305 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3718813 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2569895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30578570 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33101560 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 87129 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1837454 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 209901 | OtherRevenuePriorYear |
| Other Revenue Current Year | 181254 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34594413 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37690163 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12649428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14478386 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11109512 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11624134 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1566203 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11146498 | OtherExpensePriorYear |
| Other Expenses Current Year | 11768172 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34905438 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37870692 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -311025 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -180529 | RevenuesLessExpensesCY |
| Total Assets BOY | 66268280 | TotalAssetsBOY |
| Total Assets EOY | 66457191 | TotalAssetsEOY |
| Total Liabilities BOY | 22257384 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21836201 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44010896 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44620990 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | INSTITUTION OF HIGHER EDUCATION | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21742822 | Expense |
| Grants | 14478386 | Grants |
| Revenue | 27483348 | Revenue |
| Description | INSTRUCTION - THE COST OF OFFERING THE ACADEMIC PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5452773 | Expense |
| Revenue | 4701224 | Revenue |
| Description | STUDENT SERVICES - THE COSTS OF EXTRACURRICULAR AND STUDENT-ORIENTED SERVICES AND PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4032680 | Expense |
| Revenue | 916988 | Revenue |
| Description | AUXILIARY SERVICES, THE COSTS OF ACTIVITIES ASSOCIATED WITH THE SUPPORT OF THE CAMPUS AND RESIDENTIAL COMMUNITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2373980 | Expense |
| Description | ACADEMIC SUPPORT AND ALL OTHER PROGRAM ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2373980 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 33602255 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 93 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 596 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HORAN VP OF BUSINESS & FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4043648300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4484 PEACHTREE ROAD NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30319 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MR LAWRENCE M SCHALL | ||||||||
| PRESIDENT/TRUSTEE | 60.00 | X | X | 329866 | 0 | 26446 | ||
| MR J FREDERICK AGEL SR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR ROBERT E BOWDEN | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR DAVID N COOPER | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MS KRISTI A DOSH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MS CEREE EBERLY | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR NORMAN P FINDLEY III | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | X | ||
| MR KEVIN D FITZPATRICK JR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MRS JEANIE FLOHR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR DAVID C GARRETT III | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR JACK GUYNN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | X | ||
| MR JAMES J HAGELOW | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR HARALD R HANSEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | X | ||
| MR JAMES V HARTLAGE JR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR B SHANE HORNBUCKLE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR TAD M HUTCHESON | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR WARREN Y JOBE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MRS BELLE TURNER LYNCH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR BOB T NANCE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR THOMAS P O'CONNOR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR R D ODOM JR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR CEMAL AHMET OZGORKEY | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR ROBERT E REISER JR | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR TIMOTHY RANDALL ROBERSON | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR BRIAN SASS | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MRS LAURA TURNER SEYDEL | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR JOSEPH P SHELTON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | X | ||
| DR WILLIAM O SHROPSHIRE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR ARNOLD B SIDMAN | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MRS DEAN DUBOSE SMITH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR MICHAEL K SZALKOWSKI | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR TIMOTHY P TASSOPOULOS | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MS TRISHANDA TREADWELL ESQ | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| DR PAMELA TREMAYNE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MS PATRICIA UPSHAW-MONTEITH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| DR G GILMAN WATSON | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR TERRY WHITE | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR JAMES J WILLIAMS | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR MARK A WILLIAMS | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR RAYMOND S WILLOCH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR KEN YARBROUGH | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| MR PETER A ROONEY | ||||||||
| VP, DEV & ALUMNI REL | 40.00 | X | 147129 | 0 | 17179 | |||
| MS LUCY LEUSCH | ||||||||
| VP, ENROLLMENT & FA | 40.00 | X | 110977 | 0 | 12189 | |||
| MR MICHAEL D HORAN | ||||||||
| VP, BUSINESS & FINANCE | 40.00 | X | 133006 | 0 | 12981 | |||
| MR STEPHEN B HERSCHLER | ||||||||
| PROVOST | 40.00 | X | 145501 | 0 | 13923 | |||
| MS MICHELE T HALL | ||||||||
| VP, CAMPUS LIFE | 40.00 | X | 62500 | 0 | 217 | |||
| MS VICTORIA L WEISS | ||||||||
| PROFESSOR, ENGLISH | 40.00 | 108517 | 0 | 12085 | X | |||
| MR MICHAEL K RULISON | ||||||||
| PROFESSOR, PHYSICS | 40.00 | 122867 | 0 | 17180 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1160363 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 112200 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 91337 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | FOOD SERVICES | 986724 |
| BLUE CROSS BLUE SHIELD OF GEOR | |||||
| PO BOX 100376 | ATLANTA | GA | 30384 | HEALTH AND VISION INSURANCE | 581495 |
| NATIONAL MANAGEMENT RESOURCES | |||||
| 113 CORPORATE PARK EAST DRIVE | LAGRANGE | GA | 30241 | PHYSICAL PLANT MAINT & CUSTODIAL SVCS | 479425 |
| GEORGIA POWER | |||||
| PO BOX 105090 | ATLANTA | GA | 30348 | ELECTRIC SERVICE | 331917 |
| ROYALL & COMPANY | |||||
| 1920 EAST PARHAM ROAD | RICHMOND | VA | 23228 | ADMISSIONS ELECTRONIC SEARCH | 204268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 2569895 | AllOtherContributions |
| Noncash Contributions | 658680 | NoncashContributions |
| Total Contributions | 2569895 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611310 | 27483348 | 27483348 |
| ROOM AND BOARD | 611310 | 4701224 | 4701224 |
| AUXILIARY SERVICES | 611310 | 916988 | 916988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33101560 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1396803 | TotalRevenueColumn |
| Exclusion | $1,396,803 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13210815 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12770164 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 440651 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 440651 | TotalRevenueColumn |
| Exclusion | $440,651 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 591907 | GrossSalesOfInventory |
| Cost Of Goods Sold | 410653 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 181254 | TotalRevenueColumn |
| Unrelated Business Revenue | 9063 | UnrelatedBusinessRevenue |
| Exclusion | $172,191 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37690163 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33101560 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 9063 | UnrelatedBusinessRevenue |
| Exclusion | $2,009,645 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14478386 | Total |
| Program Services | 14478386 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1078282 | Total |
| Program Services | 387742 | ProgramServices |
| Management And General | 350067 | ManagementAndGeneral |
| Fundraising | 340473 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8831114 | Total |
| Program Services | 7578104 | ProgramServices |
| Management And General | 640638 | ManagementAndGeneral |
| Fundraising | 612372 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363540 | Total |
| Program Services | 333600 | ProgramServices |
| Management And General | 15037 | ManagementAndGeneral |
| Fundraising | 14903 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636167 | Total |
| Program Services | 564776 | ProgramServices |
| Management And General | 37147 | ManagementAndGeneral |
| Fundraising | 34244 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715031 | Total |
| Program Services | 601586 | ProgramServices |
| Management And General | 57857 | ManagementAndGeneral |
| Fundraising | 55588 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5824 | Total |
| Management And General | 5824 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101420 | Total |
| Management And General | 101420 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58141 | Total |
| Management And General | 58141 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003056 | Total |
| Program Services | 677322 | ProgramServices |
| Management And General | 325734 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78538 | Total |
| Program Services | 19041 | ProgramServices |
| Management And General | 30343 | ManagementAndGeneral |
| Fundraising | 29154 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 722842 | Total |
| Program Services | 533567 | ProgramServices |
| Management And General | 96130 | ManagementAndGeneral |
| Fundraising | 93145 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242628 | Total |
| Program Services | 185016 | ProgramServices |
| Management And General | 29382 | ManagementAndGeneral |
| Fundraising | 28230 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247180 | Total |
| Program Services | 1151817 | ProgramServices |
| Management And General | 48635 | ManagementAndGeneral |
| Fundraising | 46728 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639820 | Total |
| Program Services | 567590 | ProgramServices |
| Management And General | 36837 | ManagementAndGeneral |
| Fundraising | 35393 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295871 | Total |
| Program Services | 164167 | ProgramServices |
| Management And General | 67169 | ManagementAndGeneral |
| Fundraising | 64535 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145309 | Total |
| Program Services | 132900 | ProgramServices |
| Management And General | 12409 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1859490 | Total |
| Program Services | 1701562 | ProgramServices |
| Management And General | 80543 | ManagementAndGeneral |
| Fundraising | 77385 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178588 | Total |
| Program Services | 164290 | ProgramServices |
| Management And General | 7292 | ManagementAndGeneral |
| Fundraising | 7006 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 1720810 | 1566300 | 78800 | 75710 |
| FOOD SERVICES | 1486743 | 1413900 | 37150 | 35693 |
| BAD DEBT | 533855 | 533855 | ||
| RECRUITMENT | 395669 | 395045 | 318 | 306 |
| INSTRUCTION MATERIALS | 330400 | 330400 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721988 | Total |
| Program Services | 655144 | ProgramServices |
| Management And General | 51506 | ManagementAndGeneral |
| Fundraising | 15338 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37870692 | Total |
| Program Services | 33602255 | ProgramServices |
| Management And General | 2702234 | ManagementAndGeneral |
| Fundraising | 1566203 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102312 | BOY |
| EOY | 318679 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2363847 | BOY |
| EOY | 1648322 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297220 | BOY |
| EOY | 868254 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391883 | BOY |
| EOY | 381500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1066907 | BOY |
| EOY | 550514 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74199975 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32148712 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42708362 | BOY |
| EOY | 42051263 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17293794 | BOY |
| EOY | 19436095 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128353 | BOY |
| EOY | 117182 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915602 | BOY |
| EOY | 1085382 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66268280 | BOY |
| EOY | 66457191 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2197894 | BOY |
| EOY | 1719522 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972783 | BOY |
| EOY | 1044758 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13150000 | BOY |
| EOY | 12361650 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8768 | BOY |
| EOY | 10683 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4644999 | BOY |
| EOY | 5537970 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1282940 | BOY |
| EOY | 1161618 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22257384 | BOY |
| EOY | 21836201 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26968395 | BOY |
| EOY | 26562106 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2780347 | BOY |
| EOY | 3604061 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14262154 | BOY |
| EOY | 14454823 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44010896 | BOY |
| EOY | 44620990 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66268280 | BOY |
| EOY | 66457191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -180529 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 790623 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 379000 | RevenuesIncluded |
| Assets In Part X | 2424100 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17522206 | BeginningOfYearBalance |
| Contributions | 191141 | Contributions |
| Investment Earnings Or Losses | 2573827 | InvestmentEarningsOrLosses |
| Other Expenditures | 1030422 | OtherExpenditures |
| End Of Year Balance | 19256752 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16170007 | BeginningOfYearBalance |
| Contributions | 322312 | Contributions |
| Investment Earnings Or Losses | 2160592 | InvestmentEarningsOrLosses |
| Other Expenditures | 1130705 | OtherExpenditures |
| End Of Year Balance | 17522206 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20256552 | BeginningOfYearBalance |
| Contributions | 111718 | Contributions |
| Investment Earnings Or Losses | -3068408 | InvestmentEarningsOrLosses |
| Other Expenditures | 1129855 | OtherExpenditures |
| End Of Year Balance | 16170007 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1675649 | OtherCostOrOtherBasis |
| Book Value | 1675649 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65058517 | OtherCostOrOtherBasis |
| Depreciation | 28875459 | Depreciation |
| Book Value | 36183058 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2043938 | OtherCostOrOtherBasis |
| Depreciation | 1748679 | Depreciation |
| Book Value | 295259 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5421871 | OtherCostOrOtherBasis |
| Depreciation | 1524574 | Depreciation |
| Book Value | 3897297 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 42051263 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON STOCK | 279680 | F |
| MONEY MARKET FUNDS | 304910 | F |
| GOVERNMENT AND AGENCY SECURITIES | 1681926 | F |
| CORPORATE BONDS | 1491567 | F |
| EQUITY SECURITIES | 2859550 | F |
| POOLED FUNDS | 12818462 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19436095 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FAIR MARKET VALUE OF INTEREST RATE SWAP | $485,996 |
| ADVANCES FROM FEDERAL GOVERNMENT | $515,400 |
| CAPITAL LEASE OBLIGATIONS | $160,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1161618 | TotalOfAmounts |
| Total Revenue | 37690163 | TotalRevenue |
| Total Expenses | 37870692 | TotalExpenses |
| Excess Or Deficit For Year | -180529 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 790623 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 790623 | TotalAdjustments |
| Excess Or Deficit Per FS | 610094 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24354912 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 790623 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 790623 | RevenueNotRptdF990 |
| Revenue Subtotal | 23564289 | RevenueSubtotal |
| Investment Expenses Not Included | 58141 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 14067733 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14125874 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37690163 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23744818 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 410653 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 410653 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23334165 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 58141 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 14478386 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14536527 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37870692 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE WORKS THAT ARE IN THE PERMANENT COLLECTION HAVE BECOME PART OF OGLETHORPE UNIVERSITY'S ENDOWMENT. AS SUCH, THEY REPRESENT AN INVESTMENT WHICH, IN THE FUTURE, WILL BE CONSIDERED NOT ONLY A SPECIAL CULTURAL ASSET FOR THE UNIVERSITY AND THE COMMUNITY, BUT ONE WHICH WILL GROW BOTH IN IMPORTANCE AND VALUE AS WELL. AMONG OUR COLLECTION ARE PAINTINGS BY CONTEMPORARY REALIST PAINTERS SUCH AS RICHARD MAURY, D JEFFREY MIMS AND FRANCISCO ROA, RARE FAMILY PHOTOGRAPHS OF CLAUDE MONET AT GIVERNY, AND AN ORIGINAL ENGRAVING OF VICTOR HUGO BY SCULPTOR AUGUST RODIN. RECENT GIFTS AND ACQUISITIONS INCLUDE WATERCOLORS BY FRANCIS AUGUSTUS SILVA AND SONDRA FRECKELTON, CHAD AWAITS FINELY CARVED TORSO, AND GAIL WEGODSKYS OIL INTERIOR SCENE. OGLETHORPE UNIVERSITY MUSEUM OF ART (OUMA) IS A UNIQUE AND VALUABLE RESOURCE FOR ALL STUDENTS, ESPECIALLY ART STUDENTS. SINCE OUMA IS THE ONLY SMALL LIBERAL ARTS UNIVERSITY MUSEUM IN THE ENTIRE SOUTHEAST WHICH REGULARLY SHOWS NATIONALLY AND INTERNATIONALLY RECOGNIZED EXHIBITIONS, IT OFFERS OGLETHORPE STUDENTS THE ADVANTAGE OF SEEING INTERNATIONAL CULTURE FIRST HAND WITHIN STEPS OF THEIR CLASSROOMS. THIS DIRECT, PERSONAL EXPERIENCE OF ART ENLIGHTENS THE VIEWER AND COMPLEMENTS INFORMATION PRESENTED IN BOOKS AND SLIDES. MANY ALUMNI CONTINUE TO CHERISH THEIR EXPERIENCES N OUR MUSEUM LONG AFTER GRADUATION. OUMA IS A RARE ASSET ON CAMPUS, FACILITATING THE UNIVERSITY IN FULFILLING ITS GOAL OF PROVIDING A HIGH LEVEL OF LIBERAL ARTS EDUCATION. | |
| PART IV, LINE 2B: | CHARITABLE LEAD TRUST WHERE THE UNIVERSITY IS THE TRUSTEE OF THE FUNDS AND RESULTS IN A LIABILITY. | |
| PART V, LINE 4: | OGLETHORPE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 106 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THERE ARE NO UNCERTAIN TAX POSITIONS REPORTED IN THE AUDITED FINANCIAL STATEMENTS UNDER FIN 48(ASC 740-10). | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RECLASS OF STUDENT ASSISTANCE TO FUNCTIONAL EXPENSE 14,478,386. RECLASS OF COST OF GOODS SOLD AGAINST REVENUES -410,653. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RECLASS OF COST OF GOODS SOLD AGAINST REVENUE 410,653. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| RECLASS OF STUDENT ASSISTANCE EXPENSE FROM REVENUE 14,478,386. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| PART X LINE 2 OTHER LIABILITIES THE UNIVERSITY QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE UNIVERSITY. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN THE OPINION OF MANAGEMENT, THE UNIVERSITY HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 2011. ACCORDINGLY, NO PROVISION OR BENEFIT FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE UNIVERSITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | ACADEMIC SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 850 | NumberOfRecipients |
| Amount Of Cash Grant | 14478386 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EACH YEAR OGLETHORPE UNIVERSITY OFFERS A VARIETY OF SCHOLARSHIPS RECOGNIZING ACHIEVEMENT IN ACADEMICS AND THE POTENTIAL TO CONTRIBUTE TO CAMPUS LIFE. OVER 80% OF APPLICANTS TO THE UNIVERSITY TYPICALLY QUALIFY FOR SOME SORT OF MERIT AWARD FROM THE UNIVERSITY. ACADEMIC SCHOLARSHIP REVIEW OCCURS AUTOMATICALLY IN THE ADMISSION PROCESS AND IS BASED ON THE CREDENTIALS PRESENTED IN THE APPLICATION FOR ADMISSION. STUDENTS MUST BE ADMITTED TO THE UNIVERSITY TO RECEIVE A MERIT AWARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR LAWRENCE M SCHALL | |||||||||||||
| 302286 | 0 | 27580 | 0 | 0 | 0 | 17954 | 0 | 8492 | 0 | 356312 | 0 | 0 | 0 |
| MR PETER A ROONEY | |||||||||||||
| 147129 | 0 | 0 | 0 | 0 | 0 | 8916 | 0 | 8263 | 0 | 164308 | 0 | 0 | 0 |
| MR STEPHEN B HERSCHLER | |||||||||||||
| 145501 | 0 | 0 | 0 | 0 | 0 | 9473 | 0 | 4450 | 0 | 159424 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | SECTION 457 NON-QUALIFIED RETIREMENT PLAN LAWRENCE SCHALL PARTICIPATES IN THIS PLAN; THERE WAS NO INCREASE IN ACTUARIAL VALUE DURING THE FISCAL YEAR ENDED 06/30/2011. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 379000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 279680 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | ACTUAL NUMBER OF CONTRIBUTORS | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE, APPROVED BY THE BUSINESS AFFAIRS COMMITTEE, AND THEN RECOMMENDED FOR APPROVAL TO THE FULL BOARD AT THE OCTOBER BOARD MEETING. | |
| ALL BOARD MEMBERS ARE ASKED TO ANNUALLY SIGN A CONFLICT OF INTEREST AGREEMENT. BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS. CONFLICTS THAT DO ARISE ARE USUALLY RESOLVED BY ASKING A BOARD MEMBER TO RECUSE FROM VOTING OR SOME OTHER ARRANGEMENT DETERMINED BY THE BOARD CHAIR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF TRUSTEES APPROVE THE CABINET POSITION SALARIES WHICH INCLUDES POSITIONS SUCH AS THE PRESIDENT AND VICE PRESIDENTS OF THE UNIVERSITY AND KEY EMPLOYEES. SALARIES ARE COMPARED TO INDEPENDENT DATA AT NACUBO. | FORM 990, PART VI, SECTION B, LINE 15 | |
| OGLETHORPE UNIVERSITY DOES NOT MAKE ANY OF THESE DOCUMENTS PUBLIC. THE FINANCIAL INFORMATION CAN BE OBTAINED THROUGH THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT OGLETHORPE UNIVERSITY. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 790,623. | FORM 990, PART XI, LINE 5: |
| NO CHANGES HAVE BEEN MADE TO THE PROCESS OF AUDITOR SELECTION, NOR REVIEW OF AUDITED FINANCIAL STATEMENTS. | PART XII, LINE 2C |
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