THE CORPORATION OF MERCER UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE CORPORATION OF MERCER UNIVERSITY (EIN 58-0566167)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201241329349302364
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T13:29:27-05:00 | 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 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | 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 | 580566167 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORPORATION OF MERCER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CORP | NameControl |
| Phone | 4573012710 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 COLEMAN AVENUE | AddressLine1 |
| City | MACON | City |
| State | GA | State |
| ZIP Code | 31207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JAMES S NETHERTON | Name |
| Title | SR VP ADMINISTRATION | Title |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | 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 | William D Underwood | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 COLEMAN AVENUE | AddressLine1 |
| City | MACON | City |
| State | GA | State |
| ZIP Code | 31207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 277252559 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mercer.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1833 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | Mercer University is a faith based institution of higher learning that seeks to achieve excellence and scholarly discipline in the fields of liberal learning and professional knowledge. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3642 | TotalNbrEmployees |
| Total Nbr Volunteers | 543 | TotalNbrVolunteers |
| Total Gross UBI | -26158 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -29908 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 60061112 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 67360685 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 184943918 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 196567618 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5038231 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1259709 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5589079 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5151463 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 255632340 | TotalRevenuePriorYear |
| Total Revenue Current Year | 270339475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 51198269 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 53506630 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 130342434 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 134317371 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2383798 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 73641977 | OtherExpensePriorYear |
| Other Expenses Current Year | 74493004 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 255182680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 262317005 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 449660 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8022470 | RevenuesLessExpensesCY |
| Total Assets BOY | 425651235 | TotalAssetsBOY |
| Total Assets EOY | 467126295 | TotalAssetsEOY |
| Total Liabilities BOY | 202973627 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 196480008 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 222677608 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 270646287 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MERCER UNIVERSITY IS A FAITH BASED INSTITUTION OF HIGHER LEARNING THAT SEEKS TO ACHIEVE EXCELLENCE AND SCHOLARLY DISCIPLINE IN THE FIELDS OF LIBERAL LEARNING AND PROFESSIONAL KNOWLEDGE. THE INSTITUTION IS GUIDED BY THE HISTORICAL PRINCIPLES OF RELIGIOUS AND INTELLECTUAL FREEDOM, WHILE AFFIRMING RELIGIOUS AND MORAL VALUES THAT ARISE FROM THE JUDEO-CHRISTIAN UNDERSTANDING OF THE WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 81634211 | Expense |
| Description | INSTRUCTION THE UNIVERSITY HAS 11 COLLEGES AND SCHOOLS. THESE EXPENSES ARE RELATED TO THE DIRECT INSTRUCTION OR TEACHING OF HIGHER EDUCATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52362935 | Expense |
| Grants | 52362935 | Grants |
| Description | Scholarship The University has 11 colleges and schools. These expenses are related to the support provided to the students based on donor stipulation, need, and merit. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24889068 | Expense |
| Description | Academic Support These expenses include providing library services and academic program development to the Provost and Deans of each college. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 26991080 | 1143695 | Research |
| 22622254 | Auxillary Services | |
| 21139858 | Student Services | |
| 4255551 | Public Services | |
| 618058 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 75626801 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1143695 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 234513015 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | 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 | false | 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 | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | 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 | 595 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3642 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM G SOLOMON | NamePerson |
| Telephone Number | 4783012771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 COLEMAN AVENUE | AddressLine1 |
| City | MACON | City |
| State | GA | State |
| ZIP Code | 31207 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (78 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| WILLIAM DAVID UNDERWOOD | ||||||||
| PRESIDENT | 55.0 | X | X | 352289 | 0 | 76270 | ||
| WILLIAM H ANDERSON II | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KELLIE R APPEL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| H ALLEN BALDREE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| BARBARA BAUGH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GUS H BELL III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES A BISHOP | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS P BISHOP | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS B BLACK | ||||||||
| LIFE TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| G MARSHALL BUTLER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RODDY JH CLARK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES H COWART | ||||||||
| LIFE TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DWIGHT J DAVIS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| C GREG DELOACH III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| W HOMER DRAKE JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES C ELDER JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM A FICKLING KR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| C BRUCE GORDY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WM ANDREW HAGGARD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT F HATCHER SR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MIRIAM M HOLLAND | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DAVID E HUDSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| W MANSFIELD JENNINGS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SPENCER B KING III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DAVID E LINCH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS W MALONE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES THOMAS MCAFEE III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| BENJAMIN W GRIFFITH III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SAM MITCHELL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT L MOORE JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| W ANTHONY MOYE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| J REG MURPHY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| M DIANE OWENS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JULIE PENNINGTON-RUSSELL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CURTIS L PICKELS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| L RICHARD PLUNKETT JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH D SAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| W LOUIS SANDS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM DAVID SAPP | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD A SCHNEIDER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT L STEED | ||||||||
| LIFE TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HUGH P THOMPSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JACKSON P TURNER JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES T TURNER JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RAYMOND M WARREN III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| HOWELL L WATKINS II | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES R WILLIAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM G WILSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CATHY CALLAWAY ADAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DONALD E BAXTER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MALCOLM S BURGESS JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOHN W COLLIER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MILTON L CRUZ | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| LINDA WILLIS EYDT | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| NANCY A GRACE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| N DUDLEY HORTON JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CAROLYN T MCAFEE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM L SELF | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DAVID LINCH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM G SOLOMON IV | ||||||||
| SECRETARY/CORPORATION | 55.0 | X | 205758 | 0 | 38512 | |||
| JAMES SIDNEY NETHERTON | ||||||||
| SR VP ADMININSTRATION/FINANCE | 55.0 | X | 267427 | 0 | 44847 | |||
| JULIA TRAVIS DAVIS | ||||||||
| TREASURER | 55.0 | X | 131000 | 0 | 14833 | |||
| DAVID TAYLOR BARWICK | ||||||||
| EXECUTIVE DIRECTOR MERC | 55.0 | 233867 | 0 | 65582 | X | |||
| WILLIAM F BINA | ||||||||
| DEAN | 55.0 | 311123 | 0 | 42271 | X | |||
| RICHARD ALAN CULPEPPER | ||||||||
| DEAN | 55.0 | 158443 | 0 | 15238 | X | |||
| WALLACE LEE DANIEL JR | ||||||||
| PROVOST | 55.0 | 282562 | 0 | 27183 | X | |||
| DAVID SCOTT DAVIS | ||||||||
| SR. VICE PROVOST FOR RESEARCH | 55.0 | 161480 | 0 | 40550 | X | |||
| PENNY LORAINE ELKINS | ||||||||
| SR VP FOR ENROLLMENT MGT | 55.0 | 149146 | 0 | 30564 | X | |||
| RALEIGH KIRBY GODSEY | ||||||||
| CHANCELLOR | 55.0 | 237245 | 0 | 41426 | X | |||
| HEWITT MATTHEWS | ||||||||
| DEAN/VP OF HEALTH SCIENCES | 55.0 | 229296 | 0 | 44486 | X | |||
| GARY J SIMPSON | ||||||||
| DEAN/PROFESSOR/MACON CHAIR | 55.0 | 142500 | 0 | 11445 | X | |||
| JOHN A PATTERSON | ||||||||
| SR VP UNIVERSITY ADVANCEMENT | 55.0 | 166203 | 0 | 39513 | X | |||
| RICHARD V SWINDLE | ||||||||
| SR VP FOR ATLANTA | 55.0 | 257117 | 0 | 47030 | X | |||
| JOHN A HUDSON | ||||||||
| PROFESSOR | 40.0 | 547350 | 0 | 47349 | X | |||
| DOUGLAS PAUL FARMAN | ||||||||
| ASSOCIATE PROFESSOR | 40.0 | 491123 | 0 | 33761 | X | |||
| HAROLD P KATNER | ||||||||
| PROFESSOR | 40.0 | 297025 | 0 | 42144 | X | |||
| JEFFREY L STEPHENS | ||||||||
| PROFESSOR | 40.0 | 366412 | 0 | 35345 | X | |||
| DAVID CHARLES PARISH | ||||||||
| PROFESSOR | 40.0 | 280031 | 0 | 44320 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5267397 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 782669 | TotalOtherCompensation |
| Number Individuals GT100 K | 192 | 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 |
|---|---|---|---|---|---|
| ARAMARK SERVICES | |||||
| 1400 Coleman Avenue | MACON | GA | 31207 | FOOD SERVICES | 4612209 |
| NATIONAL MANAGEMENT SERVICES | |||||
| PO Box 1224 | LAGRANGE | GA | 30241 | custodial services | 2693476 |
| GEORGIA POWER | |||||
| 96 ANNEX | ATLANTA | GA | 30396 | UTILITIES | 2967146 |
| EMERY AND ASSOCIATES | |||||
| PO BOX 21 | DECATUR | GA | 30031 | General CONTRACTOR | 1613201 |
| Memorial Health University Med Cen | |||||
| 4700 Waters Avenue | SAVAHAH | GA | 31404 | Teach Hospital Srvc | 2218035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 81 | NumberOfContractorsGT100K |
| Fundraising Events | 55811 | FundraisingEvents |
| Government Grants | 49381974 | GovernmentGrants |
| All Other Contributions | 17922900 | AllOtherContributions |
| Noncash Contributions | 1601226 | NoncashContributions |
| Total Contributions | 67360685 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 177467082 | 177467082 |
| AUXILIARY SERVICES | 900099 | 19100536 | 19100536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 196567618 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4772315 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -20596 | UnrelatedBusinessRevenue |
| Exclusion | $4,792,911 | 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 | 176025 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 181587 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -5562 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5562 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5562 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1943764 | Securities |
| Other | 255489 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5380520 | Securities |
| Other | 331339 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3436756 | Securities |
| Other | -75850 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3512606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$3,512,606 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 64756 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 55811 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 73671 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8915 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$8,915 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 925965 | GrossSalesOfInventory |
| Cost Of Goods Sold | 945967 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20002 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$20,002 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| POST RETIREMENT BENEFIT INCOME | 900099 | 127862 | 0 | 0 | $127,862 |
| MISCELLANEOUS | 900099 | 5393124 | 5393124 | 0 | $0 |
| LOSSES ON SPLIT INTEREST AGREEMENTS | 900099 | -335044 | 0 | 0 | -$335,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5185942 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270339475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 201960742 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -26158 | UnrelatedBusinessRevenue |
| Exclusion | $1,044,206 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143695 | Total |
| Program Services | 1143695 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52362935 | Total |
| Program Services | 52362935 | 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 | 1070937 | Total |
| Program Services | 1070937 | ProgramServices |
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 | 105178390 | Total |
| Program Services | 94741176 | ProgramServices |
| Management And General | 9067058 | ManagementAndGeneral |
| Fundraising | 1370156 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7091886 | Total |
| Program Services | 6395724 | ProgramServices |
| Management And General | 604773 | ManagementAndGeneral |
| Fundraising | 91389 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14158362 | Total |
| Program Services | 12922243 | ProgramServices |
| Management And General | 982961 | ManagementAndGeneral |
| Fundraising | 253158 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6817796 | Total |
| Program Services | 6147727 | ProgramServices |
| Management And General | 582105 | ManagementAndGeneral |
| Fundraising | 87964 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387517 | Total |
| Management And General | 182517 | ManagementAndGeneral |
| Fundraising | 205000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326402 | Total |
| Program Services | 35454 | ProgramServices |
| Management And General | 290948 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55050 | Total |
| Program Services | 42550 | ProgramServices |
| Management And General | 12500 | ManagementAndGeneral |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11134444 | Total |
| Program Services | 9875872 | ProgramServices |
| Management And General | 1258572 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187836 | Total |
| Program Services | 1027312 | ProgramServices |
| Management And General | 142012 | ManagementAndGeneral |
| Fundraising | 18512 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4057611 | Total |
| Program Services | 2432111 | ProgramServices |
| Management And General | 1617204 | ManagementAndGeneral |
| Fundraising | 8296 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30112 | Total |
| Program Services | 30112 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1062983 | Total |
| Program Services | 1062983 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4337632 | Total |
| Program Services | 3984142 | ProgramServices |
| Management And General | 263700 | ManagementAndGeneral |
| Fundraising | 89790 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5466160 | Total |
| Program Services | 3830359 | ProgramServices |
| Management And General | 1635801 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13626393 | Total |
| Program Services | 10991049 | ProgramServices |
| Management And General | 2635344 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1684919 | Total |
| Program Services | 1284581 | ProgramServices |
| Management And General | 400338 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OPERATIONS & MAINTENANCE | 13319966 | 10255432 | 3064534 | 0 |
| PROGRAMS & EVENTS | 2432814 | 1636344 | 720654 | 75816 |
| TELEPHONE | 2058691 | 1752315 | 246339 | 60037 |
| LAB SUPPLIES/EQUIPMENT | 1785696 | 1783901 | 1795 | 0 |
| GOVT/PRIVATE SUBCONTRACTS | 1143996 | 1143996 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10394782 | Total |
| Program Services | 8560065 | ProgramServices |
| Management And General | 1711037 | ManagementAndGeneral |
| Fundraising | 123680 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262317005 | Total |
| Program Services | 234513015 | ProgramServices |
| Management And General | 25420192 | ManagementAndGeneral |
| Fundraising | 2383798 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25681648 | BOY |
| EOY | 28364856 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6294106 | BOY |
| EOY | 5741221 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6530762 | BOY |
| EOY | 11183179 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604688 | BOY |
| EOY | 659999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 380939637 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 175281525 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209067955 | BOY |
| EOY | 205658112 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66902507 | BOY |
| EOY | 81012640 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95358335 | BOY |
| EOY | 117837565 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12427740 | BOY |
| EOY | 13684323 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2783494 | BOY |
| EOY | 2984400 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425651235 | BOY |
| EOY | 467126295 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11545242 | BOY |
| EOY | 10173118 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094813 | BOY |
| EOY | 3436331 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152620683 | BOY |
| EOY | 148319964 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5769191 | BOY |
| EOY | 4809903 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29943698 | BOY |
| EOY | 29740692 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202973627 | BOY |
| EOY | 196480008 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42938392 | BOY |
| EOY | 74944221 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7831709 | BOY |
| EOY | 10641149 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171907507 | BOY |
| EOY | 185060917 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222677608 | BOY |
| EOY | 270646287 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425651235 | BOY |
| EOY | 467126295 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8022470 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 39946209 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $55,050 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $30,177 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 85227 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Expenses | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | Mercer University retains a consultant, Hurt, Norton, and ASSOCIATES, TO PROMOTE LEGISLATION WHICH WOULD PROVIDE MERCER UNIVERSITY WITH FEDERAL FUNDS FOR USE OF VARIOUS UNIVERSITY PROJECTS AND PROGRAMS. ADDITIONALLY, A UNIVERSITY STAFFPERSON WORKED TO SECURE STATE APPROPRIATIONS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 24.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 480 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 160222432 | BeginningOfYearBalance |
| Contributions | 6838374 | Contributions |
| Investment Earnings Or Losses | 34868885 | InvestmentEarningsOrLosses |
| Other Expenditures | 4965580 | OtherExpenditures |
| End Of Year Balance | 196964111 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147597621 | BeginningOfYearBalance |
| Contributions | 4872271 | Contributions |
| Investment Earnings Or Losses | 12388627 | InvestmentEarningsOrLosses |
| Other Expenditures | 4636087 | OtherExpenditures |
| End Of Year Balance | 160222432 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 191395824 | BeginningOfYearBalance |
| Contributions | 8282060 | Contributions |
| Investment Earnings Or Losses | -46204929 | InvestmentEarningsOrLosses |
| Other Expenditures | 5875334 | OtherExpenditures |
| End Of Year Balance | 147597621 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09440 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90560 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| 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 | 15271806 | OtherCostOrOtherBasis |
| Book Value | 15271806 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 263341147 | OtherCostOrOtherBasis |
| Depreciation | 110288293 | Depreciation |
| Book Value | 153052854 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17305494 | OtherCostOrOtherBasis |
| Depreciation | 9018625 | Depreciation |
| Book Value | 8286869 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85021190 | OtherCostOrOtherBasis |
| Depreciation | 55974607 | Depreciation |
| Book Value | 29046583 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 205658112 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PERPETUAL TRUSTS | 59727232 | F |
| HEDGED EQUITY FUNDS | 26622600 | F |
| REAL ASSET FUNDS | 10972225 | F |
| PRIVATE EQUITY FUNDS | 8640010 | F |
| REMAINDER INTEREST TRUST | 6287287 | F |
| DEBT SERVICE RESERVE | 0 | F |
| MISCELLANEOUS INVESTMENTS | 2699700 | F |
| CASH AND CASH EQUIVALENTS | 2888511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 117837565 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM FEDERAL GOVERNMENT | $14,898,344 |
| ASSET RETIREMENT OBLIGATION | $5,340,185 |
| INTEREST RATE SWAP | $4,404,557 |
| ANNUITY OBLIGATIONS | $3,332,876 |
| POST RETIREMENT BENEFITS | $1,335,458 |
| CAPITAL LEASES OBLIGATIONS | $429,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29740692 | TotalOfAmounts |
| Total Revenue | 270339475 | TotalRevenue |
| Total Expenses | 262317005 | TotalExpenses |
| Excess Or Deficit For Year | 8022470 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 30840997 | NetUnrealizedGLOnInvestments |
| Other | $9,105,212 | OtherAmount |
| Total Adjustments | 39946209 | TotalAdjustments |
| Excess Or Deficit Per FS | 47968679 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 257922749 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 30840997 | NetUnrealizedGainsInvestments |
| Other Revenues | 9203067 | OtherRevenues |
| Revenue Not Rptd F990 | 40044064 | RevenueNotRptdF990 |
| Revenue Subtotal | 217878685 | RevenueSubtotal |
| Other Revenues Not Included | 52460790 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 52460790 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 270339475 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 209954070 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 209954070 | ExpensesSubtotal |
| Other Expenses Not Included | 52362935 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 52362935 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 262317005 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Conservation Easements | Schedule D, Part II, Line 9 | When Mercer University received the funds for the Grand Opera House, they were reported as auxiliary revenue and auxiliary expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. Funds received for the Hardeman building were recorded as private gifts/grants and operations expenses. Funds spent on capital items were reported on the balance sheet as a building renovation. There is no footnote describing Mercer University's accounting for conservation easements in the audited financial statements for the year ended June 30, 2011. |
| Endowment Funds | Schedule D, Part V, Line 4 | The corpus is held in perpetuity. The earnings (unrealized, realized , and earnings) are used to pay investment fees for the individual funds, pay the investment advisor, and fund the annual approved spending allocation. The spending allocation funds the specific expense for which the donor provided the endowment fund. |
| Schedule D, Part XI, line 8 | Other | Change in Beneficial Interest in Perpetual Trusts 8,695,334 Change in Fair Value of Interest Rate Swap 507,733 Change in Value of Split- Interest Agreements -97,855 ------------ Total 9,105,212 |
| Schedule D, Part XII, Line 2d | Amounts included on line 1 but not on form 990, Part VIII, Line 12 | Change in fair value of interest rate swap 507,733 Change in beneficial interest in perpetual trust 8,695,334 ------------ Total 9,203,067 |
| Schedule D, Part XII, Line 4b | Amounts Included on Form 990, Part VIII, Line 12 but not on line 1 | Student Assistance Reclass 52,362,935 Change in Fair Value of Split Interest Agreements 97,855 ---------- Total 52,450,790 |
| Schedule D, Part XIII, Line 4b | Amounts Included on Form 990, Part IX, Line 25 but Not on Line 1 | Student Assistance Reclass 52,362,935 |
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 | ExplanationExplanation |
|---|---|
| SCHEDULE E- EXPLANATION FOR LINE 3 | JOB POSTINGS AND OTHER VARIOUS PUBLICATIONS. THE UNIVERSITY CATALOG POSTS THE REQUIREMENTS FOR ADMISSION, NONE OF WHICH ARE RACIALLY DISCRIMINATING. |
| SCHEDULE E- EXPLANATION FOR LINE 6A | THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL ACADEMIC COMPETIVENESS GRANTS (ACG), FEDERAL NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS (NATIONAL SMART GRANT), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL SUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, FEDERAL PARENT (PLUS) LOANS, AND FEDERAL WORK STUDY PROGRAM. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANT AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Study Abroad |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study Abroad |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Study Abroad |
| Central America and the Caribbean | 0 | 0 | Program Services | Study Abroad |
| South Asia | 0 | 0 | Program Services | Study Abroad |
| Middle East and North Africa | 0 | 0 | Program Services | Study Abroad |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ATHLETIC RAFFLE | NameOfEvent1 |
| Gross Receipts Event1 | 39740 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 39740 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 13500 | CashPrizesEvent1 |
| Other Direct Expenses Event1 | 205 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AUTHOR'S LUNCH | NameOfEvent2 |
| Gross Receipts Event2 | 46497 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 35896 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10601 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 46497 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 34330 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 19915 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14415 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2000 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 11469 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 120567 | GrossReceiptsTotal |
| Charitable Contributions Total | 55811 | CharitableContributionsTotal |
| Gross Revenue Total Events | 64756 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 13500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2000 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 58171 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 73671 | DirectExpenseSummaryEvents |
| Net Income Summary | -8915 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|---|
| ANDROMEDA SYSTEMS INC | ||||||||||
| 2233 PARK AVE | ORANGE PARK | FL | 32073 | 203595072 | 141113 | 0 | n/a | n/a | ENGINEERING SERVICES | |
| PI-TECH INC | ||||||||||
| 1063 WALNUT ST | MACON | GA | 31208 | 582354718 | 204730 | 0 | n/a | n/a | ENGINEERING SERVICES | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||||
| 5500 WABASH AVE | TERRE HAUTE | IN | 47803 | 350868149 | 132289 | 0 | n/a | n/a | ENGINEERING RESEARCH | 501(c)(3) |
| TECHNICAL DATA ANALYSIS | ||||||||||
| 3190 FAIRVIEW PARK DR SUITE 650 | FALLS CHURCH | VA | 22042 | 541869259 | 16234 | 0 | n/a | n/a | engineering services | |
| RP BELL PE | ||||||||||
| 412 WESTWOOD DR | CHIPPEWA FALS | WI | 54729 | 399384410 | 7416 | 0 | n/a | n/a | CONSULTING SERVICES | |
| BELLWEATHER INC | ||||||||||
| PO BOX 190 | MCDONOUGH | GA | 30253 | 581273169 | 16925 | 0 | n/a | n/a | FABRICATION SERVICES | |
| DUBLIN ORTHOPEDICS & REHABILITATION | ||||||||||
| PO BOX 368 | DUBLIN | GA | 31040 | 581707928 | 47800 | 0 | n/a | n/a | MEDICAL CONSULTING | |
| ELECTRONIC DESIGN CORPORATION | ||||||||||
| 1911 GRAYSON HWY SUITE 8-379 | GRAYSON | GA | 30017 | 581924906 | 10237 | 0 | n/a | n/a | DESIGN OF CIRCUIT BOARDS | |
| METCUT RESEARCH | ||||||||||
| 3980 ROSSLYN DR | CINCINNATI | OH | 45209 | 310599320 | 56322 | 0 | N/A | N/A | TESTING SERVICES | |
| QUALTEST INC | ||||||||||
| 5325 OLD WINTER GARDEN RD | ORLANDO | FL | 32811 | 592690412 | 14260 | 0 | N/A | N/A | TESTING SERVICES | |
| ZURVAHN LLC | ||||||||||
| 6601 LYONS RD BLDG L-3 | COCUNUT CREEK | FL | 33073 | 204888437 | 5048 | 0 | N/A | N/A | DESIGN OF CIRCUIT BOARDS | |
| SF INDUSTRIAL | ||||||||||
| 105 HEMBREE PARK DR SUITE G | ROSWELL | GA | 30076 | 282663634 | 90865 | 0 | N/A | N/A | FABRICATION SERVICES | |
| WINDSTREAM COMMUNICATIONS | ||||||||||
| TWO NORTH MAIN ST | GREENVILLE | SC | 29601 | 200792300 | 11359 | 0 | N/A | N/A | EIA BUNDLE INSTALLATION | |
| UNIVERSITY OF MINNESOTA- DULUTH | ||||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | 38221 | 0 | N/A | N/A | RESEARCH | GOVT |
| WAKE FOREST UNIVERSITY | ||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 560532136 | 52542 | 0 | N/A | N/A | RESEARCH | 501(C)(3) |
| ANMED HEALTH | ||||||||||
| 2000 EAST GREENVILLE ST STE 3600 | ANDERSON | SC | 29621 | 570359174 | 23161 | 0 | N/A | N/A | RESEARCH | 501(C)(3) |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||
| 1 UNIVERSITY STATION D3150 | AUSTIN | TX | 78712 | 746000203 | 24186 | 0 | N/A | N/A | research | GOVT |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | ||||||||||
| 263 FARMINGTON AVE | FARMINGTON | CT | 060305335 | 521725543 | 202259 | 0 | N/A | N/A | RESEARCH | GOVT |
| MEDICAL COLLEGE OF GEORGIA | ||||||||||
| PO BOX 945552 | ATLANTA | GA | 303945552 | 586002053 | 45955 | 0 | N/A | N/A | research | GOVT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 12 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student Financial aid assistance | TypeOfGrant |
| Number Of Recipients | 6475 | NumberOfRecipients |
| Amount Of Cash Grant | 52362935 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring Use of Grants | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Assistance to Mercer University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the university, i.e. for tuition, housing, and meals. Scholarships are based on academic achievement, need, and other donor requirements such as location of residence. Mercer University has criteria for the eligibility requirements needed to award a scholarship. Academic Scholarships are based on SAT scores and Grade Point Averages and are awarded by the Office of Admissions. Need based grants are made by the Office of Financial Planning and are made utilizing the federal need formula (FAFSA application). Students must be enrolled full-time to receive University scholarships/grants. Generally speaking, FAFSA data is verified for students who are selected for verification by the federal student aid program. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM DAVID UNDERWOOD | |||||||||||||
| 352289 | 0 | 0 | 0 | 0 | 0 | 24263 | 0 | 52007 | 0 | 428559 | 0 | 0 | 0 |
| WILLIAM G SOLOMON IV | |||||||||||||
| 205758 | 0 | 0 | 0 | 0 | 0 | 21112 | 0 | 17400 | 0 | 244270 | 0 | 0 | 0 |
| JAMES SIDNEY NETHERTON | |||||||||||||
| 267427 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 20347 | 0 | 312274 | 0 | 0 | 0 |
| DAVID TAYLOR BARWICK | |||||||||||||
| 233867 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 41082 | 0 | 299449 | 0 | 0 | 0 |
| WILLIAM F BINA | |||||||||||||
| 311123 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 17771 | 0 | 353394 | 0 | 0 | 0 |
| RICHARD ALAN CULPEPPER | |||||||||||||
| 158443 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15238 | 0 | 173681 | 0 | 0 | 0 |
| WALLACE LEE DANIEL JR | |||||||||||||
| 282562 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 2683 | 0 | 309745 | 0 | 0 | 0 |
| DAVID SCOTT DAVIS | |||||||||||||
| 161480 | 0 | 0 | 0 | 0 | 0 | 17296 | 0 | 23254 | 0 | 202030 | 0 | 0 | 0 |
| PENNY LORAINE ELKINS | |||||||||||||
| 149146 | 0 | 0 | 0 | 0 | 0 | 15119 | 0 | 15445 | 0 | 179710 | 0 | 0 | 0 |
| RALEIGH KIRBY GODSEY | |||||||||||||
| 237245 | 0 | 0 | 0 | 0 | 0 | 23750 | 0 | 17676 | 0 | 278671 | 0 | 0 | 0 |
| HEWITT MATTHEWS | |||||||||||||
| 229296 | 0 | 0 | 0 | 0 | 0 | 23484 | 0 | 21002 | 0 | 273782 | 0 | 0 | 0 |
| GARY J SIMPSON | |||||||||||||
| 142500 | 0 | 0 | 0 | 0 | 0 | 8550 | 0 | 2895 | 0 | 153945 | 0 | 0 | 0 |
| JOHN A PATTERSON | |||||||||||||
| 166203 | 0 | 0 | 0 | 0 | 0 | 17700 | 0 | 21813 | 0 | 205716 | 0 | 0 | 0 |
| RICHARD V SWINDLE | |||||||||||||
| 257117 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 22530 | 0 | 304147 | 0 | 0 | 0 |
| JOHN A HUDSON | |||||||||||||
| 547350 | 0 | 0 | 0 | 0 | 0 | 21428 | 0 | 25921 | 0 | 594699 | 0 | 0 | 0 |
| DOUGLAS PAUL FARMAN | |||||||||||||
| 491123 | 0 | 0 | 0 | 0 | 0 | 13255 | 0 | 20506 | 0 | 524884 | 0 | 0 | 0 |
| HAROLD P KATNER | |||||||||||||
| 297025 | 0 | 0 | 0 | 0 | 0 | 19677 | 0 | 22467 | 0 | 339169 | 0 | 0 | 0 |
| JEFFREY L STEPHENS | |||||||||||||
| 366412 | 0 | 0 | 0 | 0 | 0 | 16174 | 0 | 19171 | 0 | 401757 | 0 | 0 | 0 |
| DAVID CHARLES PARISH | |||||||||||||
| 280031 | 0 | 0 | 0 | 0 | 0 | 23181 | 0 | 21139 | 0 | 324351 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A | Identifier |
| Return Reference | HOUSING ALLOWANCE, PERSONAL SERVICES, AND CLUB DUES | ReturnReference |
| Explanation | WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, SENIOR VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. NOT TREATED AS TAXABLE INCOME. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY | |||||||
| 581407780 | 74265LNX2 | 2003-01-01 | 30000000 | Finance Capital Renovations | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY | |||||||
| 581407780 | 74265LTG3 | 2006-05-19 | 22040000 | Finance Capital Improvements | false | false | false |
| PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY | |||||||
| 581407780 | 74265LYJ7 | 2006-05-19 | 26150000 | Refunding Series 2001 | false | false | false |
| DEVELOPMENT AUTHORITY OF BIBBS COUNTY | |||||||
| 581445945 | 2009-01-20 | 4250000 | Finance Enterprise Resource Pl | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4750000 | 0 | 30000000 | 0 | 0 | 0 | 580200 | 302035 | 0 | 29117765 | 0 | 0 | 2005 | false | false | true | true |
| 1500000 | 0 | 22040000 | 2000000 | 0 | 0 | 400665 | 139335 | 0 | 19500000 | 0 | 0 | 2011 | false | false | true | true |
| 500000 | 0 | 26150000 | 0 | 0 | 25577910 | 406772 | 165318 | 0 | 0 | 0 | 0 | 2016 | false | true | true | true |
| 850000 | 0 | 4250000 | 0 | 0 | 0 | 45350 | 0 | 0 | 4204650 | 0 | 0 | 2011 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|
| BAYERISCHE HYPO-UND | ||||||||||
| false | true | false | true | 1.5 | true | false | false | |||
| SOCIETE GENERALE | ||||||||||
| true | true | false | true | 30.3 | true | false | true | |||
| LEHMAN BROTHERS | ||||||||||
| false | true | true | false | true | false | 10.5 | false | false | ||
| (no name) | ||||||||||
| false | true | false | false | false | true | |||||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KING SPALDING | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | 3 PTRS ON BOARD OF DIR | Relationship |
| Amount Of Transaction | 70961 | AmountOfTransaction |
| Description Of Transaction | LEGAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3767 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 58472 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1479086 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3708 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4875 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS | Description |
| Number Of Contributions | 55 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 42618 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Voting Board Members | Form 990, Part VI, Section A, Line 1a | The affairs of the Corporation are managed and controlled by a Board of Trustees, consisting of forty-five (45) regular members who serve for terms of five (5) years each, and no more than ten (10) Life Trustees who serve for life. Currently, there is one (1) Life Trustee serving on the Board of Trustees. The President of the University also serves as an ex officio member of the Board of Trustees. Each of these members of the Board of Trustees has the power to vote. During the intervals between meetings of the Board of Trustees, the Executive Committee possesses and may exercise all the powers of the Board in the management and direction of the business and affairs of the Corporation in all cases in which specific direction has not have been given by the Board. The Bylaws of the Corporation provide that the Executive Committee shall consist of the Chairman of the Board and the President ex officio and not less than seven (7) additional members chosen from the membership of the Board. All of the members of the Executive Committee are voting members of the Board of Trustees. |
| Independent Board Members | Form 990, Part VI, Section A, Line 1b | The President of the University, who serves as an ex officio voting member of the board of trustees, is compensated as an officer of the corporation, and is thus the only member of the corporation's governing body who is not considered to be "independent." |
| Family and Business Relationship | Form 990, Part VI, Section A, Line 2 | Members of the Board of Trustees Carolyn T. McAfee and J. Thomas McAfee III have a family relationship (mother and son). Members of the Board of Trustees David E. Linch and Nancy A. Grace have a family relationship (husband and wife). Mercer University owns stock in MidCountry Financial Corp. Mercer University President William D. Underwood serves on MidCountry Financial Corp Board of Directors, and MidCountry Financial Corp President and Chief Executive Officer Robert F. Hatcher serves as a member of the Board of Trustees. Members of the Board of Trustees Richard A. Schneider and Dwight J. Davis are partners in the law firm of King & Spalding, LLP and Life Trustee Robert L. Steed is a retired partner of King & Spalding, LLP. King & Spalding, LLP represents Mercer University in various legal matters from time to time. |
| review of 990 | Form 990, Part VI, Section B, Line 11B | Prior to filing, the Form 990 was reviewed in detail by the Executive Committee of the Board of Trustees, and a copy of the finalized Form 990 was then distributed to all members of the Board of Trustees prior to filing. |
| monitor and enforce compliance wtih written conflict of interest policy | form 990, part vi, section b, line 12c | At each annual meeting of the Board of Trustees, each Trustee, officer, and key employee of the University is required to (a) to review the institution's Conflict of Interest Policy for Trustees, Officers, and Key Employees; (b) to disclose any possible personal, familial or business relationships that reasonably could give rise to a conflict of interest involving the University; and (c) to acknowledge by his or her signature that he or she is in accordance with the letter and spirit of the Conflict of Interest Policy. All Trustees, officers and key employees are required to list on a Disclosure Form for Trustees, Officers, and Key Employees those substantive relationships that they maintain (or members of their families maintain) with organizations that do business with the University, or that otherwise could be construed to potentially affect their independent, unbiased judgment in light of their decision-making authority or responsibility. In the event a Trustee, officer or key employee is uncertain as to the appropriateness of listing a particular relationship, the Chair of the Board of Trustees and/or the President is consulted. They, in turn, may elect to consult with legal counsel, the Executive Committee, or the Board of Trustees in executive session. These disclosure forms are collected by the Secretary of the Corporation, and copies are provided annually to the University's independent auditors. Trustees, officers, and key employees who have declared or been found to have a conflict of interest are required to refrain from participating in consideration of proposed transactions, unless for special reasons the Board or administration requests information or interpretation. Persons with conflicts are not allowed to vote or be present at the time of the vote on such transactions. Whenever the Board of Trustees holds a meeting at which (a) a Trustee's, officer's, or key employee's financial interest in a matter is disclosed, (b) a determination regarding the existence of a conflict of interest is made, or (c) a transaction or arrangement with respect to which a Trustee, officer, or key employee has a conflict of interest is considered, the Board's consideration of these issues is documented in the minutes of the meeting. In the interim between annual meetings, each Trustee, officer, and key employee has an ongoing obligation to notify the Board of Trustees promptly of any actual, apparent or potential conflict of interest as it arises. |
| determining compensation | Form 990, Part VI, Section B, Line 15a & 15B | The Executive Committee of the Board of Trustees has established a Compensation Committee, comprised of the Chair of the Board of Trustees, the Chair of the Executive Committee, and the Chair of the Finance, Investment and Property Committee, each of whom is an independent voting member of the University's governing body. On an annual basis, the Compensation Committee establishes the compensation arrangements for the President of the University, and also reviews the compensation arrangements for each University officer and other key employee who is in a position to exercise substantial influence over the affairs of the University to ensure that such compensation arrangements are reasonable. In carrying out this process, the Compensation Committee obtains and relies upon appropriate comparability data and concurrently documents the basis for its deliberations and decisions. No person having a conflict of interest with respect to the compensation arrangement for any University officer or key employee is present during the discussion and approval of such compensation arrangements. |
| making governing documents, conflict of interest policy, and financial | statements available to the public. | Form 990, Part VI, Section C, Line 19 The University makes its governing documents (i.e., Articles of Incorporation and Bylaws) and its conflict of interest policy available to the general public by posting them on the institution's Web site (http://www.mercer.edu). On an annual basis, the University makes its audited financial statements available to the general public by continuing disclosure through the Electronic Municipal Market Access (EMMA) system of the Municipal Securities Rulemaking Board (MSRB) (http://emma.msrb.org). |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAINS 30,840,997. CHANGE IN SPLIT INTEREST AGREEMENT (97,855). CHANGE IN BENEFICIAL INTEREST PERPETUAL TRUST 8,695,334. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 507,733. ------------ TOTAL 39,946,209. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Mercer Medicine LLC | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 204846017 | Practice Plan | GA | 0 | 0 | na |
| Abram properties LLC | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 580566167 | Property Inv | GA | 0 | 0 | na |
| Aliel Park Investments LLC | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 580566167 | property Inv | GA | 0 | 0 | na |
| Preschool Properties LLC | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 580566167 | Property Inv | GA | 0 | 0 | na |
| Emery Hawkins LLC | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 580566167 | Property Inv | GA | 0 | 0 | na |
| Noco Holdings Limited Company | |||||||||
| 1400 Coleman Avenue | Macon | GA | 31207 | 261955280 | property inv | GA | 0 | 0 | na |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Mercer Housing Corporation | |||||||||
| 1400 COLEMAN AVENUE | MACON | GA | 31207 | 582445350 | educ/housing | GA | 501(c)(3) | 11 | na |
| Center for Health and Learning Inc | |||||||||
| 3001 MERCER UNIVERSITY DRIVE | ATLANTA | GA | 30341 | 262442849 | healthcare | GA | 501(c)(3) | 11 | na |
Form990 Schedule R Part IV Form990ScheduleRPartIV (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jean Jackson CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586320431 | Charitable tr | GA | na | trust | 0 | 137021 | 1.00000 |
| Phyllis F Forschler CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586320430 | Charitable tr | GA | na | trust | 0 | 200751 | 1.00000 |
| Richard and Pearl Graves CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586318973 | Charitable tr | GA | na | trust | 0 | 61197 | 1.00000 |
| Virginia M Hall CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586332446 | Charitable tr | GA | na | trust | 0 | 1303209 | 1.00000 |
| Forbes and Nan Davis CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586334862 | Charitable tr | GA | na | trust | 0 | 481104 | 1.00000 |
| Will and Kitty Holladay CRUT | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586344697 | Charitable tr | GA | na | trust | 0 | 41214 | 1.00000 |
| Claire M Willingham CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586345893 | Charitable tr | GA | na | trust | 0 | 40870 | 1.00000 |
| William B Greenhaw CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586374213 | Charitable tr | GA | na | trust | 0 | 27744 | 1.00000 |
| John and Loretta Harrison CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586380752 | Charitable tr | GA | na | trust | 0 | 43652 | 1.00000 |
| Fred and Aileen Borrish CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586393137 | Charitable tr | GA | na | trust | 0 | 868938 | 1.00000 |
| Walter and Ruth Drake CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 742936543 | Charitable tr | GA | na | trust | 0 | 54738 | 1.00000 |
| TJ and Su-Chin Lin CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586410135 | Charitable tr | GA | na | trust | 0 | 57114 | 1.00000 |
| Billy Lee Thomas CRUT #2 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586410134 | Charitable tr | GA | na | trust | 0 | 50330 | 1.00000 |
| Vincent and C Lindyberg CRUT | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586423951 | Charitable tr | GA | na | trust | 0 | 61887 | 1.00000 |
| Will and Kitty Holladay CRUT #2 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 756629202 | Charitable tr | GA | na | trust | 0 | 33790 | 1.00000 |
| Fred B Miller CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 756636971 | Charitable tr | GA | na | trust | 0 | 58051 | 1.00000 |
| Billy Lee Thomas CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 912041548 | Charitable tr | GA | na | trust | 0 | 52330 | 1.00000 |
| James and Jean Culver CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 716208283 | Charitable tr | GA | na | trust | 0 | 626127 | 1.00000 |
| T Gray Fountain NICRUT | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 586262078 | Charitable tr | GA | na | trust | 0 | 374675 | 1.00000 |
| Walter and Ruth Drake CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 207219649 | Charitable tr | GA | na | trust | 0 | 31572 | 1.00000 |
| Walter H and Ruth Drake CRAT #2 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 207304969 | Charitable tr | GA | na | trust | 0 | 21719 | 1.00000 |
| Curtis and Ola Pickels CRUT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 207463908 | Charitable tr | GA | na | trust | 0 | 140245 | 1.00000 |
| James and Jean Culver CRAT #2 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 266237167 | Charitable tr | GA | na | trust | 0 | 149224 | 1.00000 |
| John and Leta Wimpey CRAT #1 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 266230733 | Charitable tr | GA | na | trust | 0 | 643178 | 1.00000 |
| Walter H and Ruth Drake CRUT #2 | |||||||||||
| Concord Trust Co 1601 Elm St Ste | Dallas | TX | 75201 | 266231028 | Charitable tr | GA | na | trust | 0 | 42356 | 1.00000 |
| Walter F George School of LA | |||||||||||
| PO Box 1908 | Orlando | FL | 32802 | 586209746 | Charitable Tr | GA | NA | TRUST | 0 | 13513396 | 1.00000 |
| George W Woofruff Fund | |||||||||||
| po box 1908 | orlando | FL | 32802 | 586169016 | charitable tr | GA | NA | TRUST | 0 | 41930269 | 1.00000 |
| Wallace Odel Duval | |||||||||||
| PO Box 1908 | Orlando | FL | 32802 | 586457537 | charitable tr | GA | NA | TRUST | 0 | 112183 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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