2011-05-16T18:14:55-04:00 2010-06-30 CROSSLIN & ASSOCIATES PC 2525 WEST END SUITE 1100 NASHVILLE TN 37203 990 2009-07-01 620475697 THE UNIVERSITY OF THE SOUTH UNIV 9315981349 735 UNIVERSITY AVE SEWANEE TN 373831000 SARAH SUTHERLAND 9315911349 2010-05-04 true RICHARD M WINSTEAD 6153205500 2009 2016-02-24 21:20:13Z JOHN M MCCARDELL 735 UNIVERSITY AVE SEWANEE TN 373831000 101322172 false X HTTP://WWW.SEWANEE.EDU X 1857 TN SEE ATTACHMENT 3 138 134 1715 1113 0 10947005 16545255 74076265 76227285 -10821254 6996402 1782504 1553230 75984520 101322172 18301808 19779479 0 0 42990357 43976881 0 0 1898395 36295169 33359382 97587334 97115742 -21602814 4206430 458457201 493949523 57834809 60785513 400622392 433164010 THE UNIVERSITY OF THE SOUTH IS AN INSTITUTION OF THE EPISCOPAL CHURCH DEDICATED TO THE PURSUIT OF KNOWLEDGE, UNDERSTANDING, AND WISDOM IN CLOSE COMMUNITY AND IN FULL FREEDOM OF INQUIRY, AND ENLIGHTENED BY CHRISTIAN FAITH IN THE ANGLICAN TRADITION, WELCOMING INDIVIDUALS FROM ALL BACKGROUNDS, TO THE END THAT STUDENTS BE PREPARED TO SEARCH FOR TRUTH, SEEK JUSTICE, PRESERVE LIBERTY UNDER LAW, AND SERVE GOD AND HUMANITY. THE COLLEGE OF ARTS AND SCIENCES IS COMMITTED TO THE DEVELOPMENT OF THE WHOLE PERSON THROUGH A LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY. OUTSTANDING STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. PROVIDING RICH OPPORTUNITIES FOR LEADERSHIP AND INTELLECTUAL AND SPIRITUAL GROWTH, WHILE GROUNDING ITS COMMUNITY ON A PLEDGE OF HONOR, SEWANEE ENABLES STUDENTS TO LIVE WITH GRACE, INTEGRITY, AND A REVERENT CONCERN FOR THE WORLD. THE SCHOOL OF THEOLOGY EDU false false 51680214 19777843 Instruction - The College of Arts and Sciences offers a challenging and stimulating program in the liberal arts with an emphasis on mastery of fundamental disciplines. Degree requirements are rigorous and extensive, and include comprehensive examinations in major areas of study. Moral and spiritual values are a vital part of the educational experience at Sewanee, both in and outside of the classroom. While non-sectarian in its teaching and recruiting of students and faculty, the College claims its Episcopal heritage and understands that faith and reason are mutually enriching. The academic program of the College of Arts and Sciences is aimed at developing the intellect and character of its students to prepare them for lives of service and leadership. The core curriculum represents the faculty's vision of the knowledge, ideas, and values around which the liberal education is structured. A student at Sewanee is expected to grow and mature as a human being, capable of rational analysis and moral discernment and able to give effective expression to his or her ideas. Sewanee's curriculum challenges while it educates. The high expectations placed on students are balanced with the faculty's commitment to personal attention and encouragement. Regardless of major, Sewanee students develop the ability to research, analyze, solve problems, and express themselves. Once described by The New York Times as a "bit of Oxford in Tennessee," Sewanee has an impressive record of academic achievement. Offering 36 majors, 32 minors, and a number of special educational opportunities, the College prepares its students for careers in many fields. Interdisciplinary study, double majors, minors, and concentrations allow students to tailor their own academic experience. The University also offers a 3/2 engineering program with several universities, a 3/2 master's-level forestry and environmental studies program with Duke University, a pre-business and business minor program, and a teacher-training agreement with Peabody College of Education at Vanderbilt University. The university has an exceptionally strong literary tradition, with the nation's oldest continuously published literary review, "The Sewanee Review", and a yearly writers' conference supported through an endowment established by playwright Tennessee Williams. The tradition permeates the entire curriculum, and Sewanee graduates are known for their facility with the written word. NEWER strengths in the physical and life sciences, including environmental sciences, are being supported with new facilities: Spencer Hall, a state-of-the-art addition to Woods Laboratory, opened in 2008 with more than 47,000 square feet of sophisticated laboratories and classrooms; AND SNOWDEN HALL WAS RENOVATED AND EXPANDED IN 2010 TO PROVIDE ADDITIONAL CLASSROOM, LAB, AND RESEARCH SPACE. The University strongly encourages students to have an international experience and offers a wide array of programs around the globe. In addition to many semester abroad programs, several summer programs are unique to Sewanee and organized by University faculty. Co-curricular internships, service learning courses, and opportunities for collaborative research with faculty are widely available. Sewanee has graduated 25 Rhodes Scholars, several of whom returned to teach at the University. The institution counts among its graduates numerous Fulbright Scholars, 39 Watson Post-Graduate Fellows, and 27 NCAA Post-Graduate Scholars. Fifty-five percent of graduates earn advanced degrees. Of graduates who apply to law school, over 90 percent are accepted, and 85 percent of those who apply to medical, dental, or veterinary school are accepted. The School of Theology, an outstanding Episcopal seminary, offers study within three divisions: degree programs, extension programs, and continuing education programs. Offering the degrees of Master of Divinity, Master of Arts, Master of Sacred Theology, Doctor of Ministry, and a one-year Diploma in Anglican Studies, the School of Theology educates women and men to serve the Episcopal Church in ordained and lay vocations. The School of Letters enrolled its first summer master's degree students in 2006. AFTER GRANTING ITS FIRST MASTER OF FINE ARTS DEGREE LAST YEAR, IN 2010 THE UNIVERSITY GRANTED FOUR MASTER OF FINE ARTS DEGREES AND ONE MASTER OF ARTS DEGREE. For the first time, two full-tuition scholarships were awarded to public school teachers in the 2009 entering class. The School of Letters enrolls students from all over the country, who range in age from their 20s to their 80s and who include not only teachers but lawyers, doctors, clergy, business executives, and others. 10873327 1636 Student Services - Undergraduate students at Sewanee are independent-minded and high achieving, attracted to the University by the prospect of intense intellectual engagement with faculty and peers and the opportunity to make meaningful contributions to the community and the broader world. To those ends, a wide range of co-curricular activities are available to inculcate and develop the impetus for leadership. More than 110 clubs, organizations, and social groups provide interaction among the members of the University and the Sewanee community. About 60 percent of the student body joins fraternities or sororities. More than half of Sewanee students are active in some type of community service, and students serve on the Sewanee Volunteer Fire Department and the Sewanee Emergency Medical Service squads. Service is an important part of many students' experience at Sewanee. There are nearly two dozen service organizations on campus, all student-led. Each year, more than 100 students use their Spring Break to serve others in places such as Haiti, Jamaica, Ecuador, Miami, New York City, and New Orleans. The University's version of Habitat for Humanity, known as Housing Sewanee, is now in its 17th year and completed its 15th house in 2009-10 for residents in Sewanee and Franklin County. The University has 11 men's, 12 women's, and 1 coed varsity sport, including football, men's and women's lacrosse, and the equestrian program. More than half of the undergraduates participate in intramural sports including floor hockey, indoor soccer, and basketball. Numerous club level sports, including a very popular rowing program and rugby, have met with success in competition with other institutions. The Sewanee Outing Program was founded to give students guided participation in outdoor activities both on and off the Domain, including rock climbing, rappelling, mountain biking, canoeing, and kayaking. It offers students the chance to explore the outdoor environment of the Domain and to develop as outdoor trip leaders. 12964409 Housing and Auxiliary Services - Support services for students, faculty and staff are designed and operated to complement and strengthen the instructional programs of the University. All undergraduate students, except married students and those living at home with their families, live in University-approved housing, primarily college residence halls. In keeping with the philosophy of building community among the student body, students are not assigned to residence halls according to class, fraternity or sorority affiliation, athletics, or academic department. STUDENTS CHOOSE FROM AMONG COED OR SINGLE-SEX HALLS; SUBSTANCE-FREE HOUSING IS THE CHOICE AMONG A STEADY NUMBER OF STUDENTS. There are several foreign language houses, and a "Green House," where students live in an intentional community focused on sustainable living. Thematic residential choices within residence halls include spaces for students' interestED in performing arts, community service and other activities. Living learning communities are theme-based residence halls where first-year students experience co-curricular and social opportunities that complement the classroom experience. Participation, which is voluntary, connects students and faculty advisors in areas of their intellectual interests and engages students in meaningful relationships and experiences. Research indicates that the living-learning communities are having a salutary effect on retention, academic performance, and student conduct. A sophisticated and comprehensive dining services operation ensures that an array of healthy food choices is available to students. Some food items are produced by local growers; food waste is composted; and care is taken to exercise social responsibility in the purchase of food and in the consumption of energy needed to prepare it and to wash utensils and dishware. 3559855 OPERATIONS & MAINTENANCE OF PLANT 319471 RESEARCH 3879326 79397276 true true false false false true true false true true true false true true true false true false false false false false true true true false false false false false true true false false true true true false false false false false false false true 3340 0 true 1715 true false true SP false false false false false false false 138 134 false false false false false false false true true false false true true true true true true true true false X OFFICE OF THE TREASURER 9315981349 735 UNIVERSITY AVE SEWANEE TN 373831000 The Rt Rev Henry N Parsley Jr 2.0 X 0 0 0 The Rt Rev John McKee Sloan 2.0 X 0 0 0 The Rev Susan Sloan 2.0 X 0 0 0 Cornelia Heflin 2.0 X 0 0 0 W Charles Mayer III 2.0 X 0 0 0 The Rt Rev Larry R Benfield 2.0 X 0 0 0 The Rev Canon Dr Dennis G Campbell 2.0 X 0 0 0 Pan Adams-McCaslin 2.0 X 0 0 0 Linda Walker 2.0 X 0 0 0 The Rt Rev J Neil Alexander 2.0 X 0 0 0 The Rev C Dean Taylor 2.0 X 0 0 0 Steve Burnett 2.0 X 0 0 0 John Ford 2.0 X 0 0 0 The Rt Rev John W Howe III 2.0 X 0 0 0 The Rev Dr John R Jacobs 2.0 X 0 0 0 Parker Bauer 2.0 X 0 0 0 Frank B Gummey III 2.0 X 0 0 0 The Rt Rev Philip M Duncan II 2.0 X 0 0 0 The Rev John R Riggin 2.0 X 0 0 0 Amy Hamilton 2.0 X 0 0 0 Scott Remington 2.0 X 0 0 0 The Rt Rev James M Stanton 2.0 X 0 0 0 The Rt Rev Paul E Lambert 2.0 X 0 0 0 The Rev Robert M Corley 2.0 X 0 0 0 Brownie Watkins 2.0 X 0 0 0 Dan Wilson 2.0 X 0 0 0 The Rt Rev Clifton Daniel III 2.0 X 0 0 0 The Rev John Carlisto 2.0 X 0 0 0 Robert Overman 2.0 X 0 0 0 Daniel Stroud 2.0 X 0 0 0 The Rt Rev Charles G vonRosenberg 2.0 X 0 0 0 The Rev Dr Hugh B Jones 2.0 X 0 0 0 Lee Phillips 2.0 X 0 0 0 Robert G Norred Jr 2.0 X 0 0 0 The Rt Rev Samuel Johnson Howard 2.0 X 0 0 0 The Rev Dr Nancee Martin Coffey 2.0 X 0 0 0 Pamela Jordan Anderson 2.0 X 0 0 0 Blutcher B Lines 2.0 X 0 0 0 The Rt Rev C Wallis Ohl 2.0 X 0 0 0 The Rev Vernon Gotcher 2.0 X 0 0 0 Kent Henning 2.0 X 0 0 0 Sherri Glaser 2.0 X 0 0 0 The Rt Rev Scott A Benhase 2.0 X 0 0 0 The Very Rev Robert Fain 2.0 X 0 0 0 William R Bruce 2.0 X 0 0 0 Deborah Thomas 2.0 X 0 0 0 The Rt Rev Edwin F Gulick 2.0 X 0 0 0 The Very Rev Mark Bourlakas 2.0 X 0 0 0 James McGinley Mac Jefferson 2.0 X 0 0 0 Leslie Newman 2.0 X 0 0 0 The Rt Rev Stacey Sauls 2.0 X 0 0 0 The Rev Michael Carlisle 2.0 X 0 0 0 Addison Hosea 2.0 X 0 0 0 Robert Ross 2.0 X 0 0 0 The Rt Rev Morris K Thompson Jr 2.0 X 0 0 0 The Rev Ralph Howe Jr 2.0 X 0 0 0 Edward F Harold 2.0 X 0 0 0 Drew Broach 2.0 X 0 0 0 The Rt Rev Duncan M Gray III 2.0 X 0 0 0 The Rev David Elliott III 2.0 X 0 0 0 Scott Davis 2.0 X 0 0 0 Margaret McLarty 2.0 X 0 0 0 The Rt Rev George Wayne Smith 2.0 X 0 0 0 The Rev Llewellyn M Heigham Jr 2.0 X 0 0 0 Kirby Colson 2.0 X 0 0 0 Judith Lynn Bandy Stupp 2.0 X 0 0 0 The Rt Rev Michael Bruce Currey 2.0 X 0 0 0 The Rev Samuel Gregory Jones 2.0 X 0 0 0 Jonathan Engram 2.0 X 0 0 0 Robert L Husted 2.0 X 0 0 0 The Rt Rev J Scott Mayer 2.0 X 0 0 0 The Rev Patricia G Russell 2.0 X 0 0 0 Don Griffis 2.0 X 0 0 0 Sally Manning 2.0 X 0 0 0 The Rt Rev Mark J Lawrence 2.0 X 0 0 0 The Rev Dr John MacReadie Barr III 2.0 X 0 0 0 William Clarkson 2.0 X 0 0 0 Elizabeth Lewis 2.0 X 0 0 0 The Rt Rev Leopold Frade 2.0 X 0 0 0 The Rev Richard J Aquilar 2.0 X 0 0 0 Michael Bailiff 2.0 X 0 0 0 Edmund T Henry III 2.0 X 0 0 0 The Rt Rev Dabney T Smith 2.0 X 0 0 0 The Rev Kyle Bennett 2.0 X 0 0 0 David Dunn-Rankin 2.0 X 0 0 0 Heather Whelan 2.0 X 0 0 0 The Rt Rev John C Bauerschmidt 2.0 X 0 0 0 The Rev Leigh Spruill 2.0 X 0 0 0 H E Miller Jr 2.0 X 0 0 0 W A Stringer 2.0 X 0 0 0 The Rt Rev C Andrew Doyle 2.0 X 0 0 0 The Rt Rev Rayford High 2.0 X 0 0 0 The Rt Rev Dena Harrison 2.0 X 0 0 0 The Rev William C Treadwell 2.0 X 0 0 0 William A Gage Jr 2.0 X 0 0 0 Sandra Pratt Wilkens 2.0 X 0 0 0 The Rt Rev Andrew Waldo 2.0 X 0 0 0 The Rev Dr Nicholas M Beasley 2.0 X 0 0 0 L David Condon 2.0 X 0 0 0 Mildred Lee Tanner 2.0 X 0 0 0 The Rt Rev Don E Johnson 2.0 X 0 0 0 The Rev Robert L Van Doren Jr 2.0 X 0 0 0 Robert D Gooch Jr 2.0 X 0 0 0 Bruce Steinhauer 2.0 X 0 0 0 The Rt Rev Gary R Lillibridge 2.0 X 0 0 0 The Rt Rev David Mitchell Reed 2.0 X 0 0 0 The Rev Michael Hoffman 2.0 X 0 0 0 Kathleen Foster 2.0 X 0 0 0 Amy Hoffman 2.0 X 0 0 0 The Rt Rev D Bruce MacPherson 2.0 X 0 0 0 The Rev Paul D Martin 2.0 X 0 0 0 Andrea Marie Petrosh 2.0 X 0 0 0 Francis Foote Manning 2.0 X 0 0 0 The Rt Rev G Porter Taylor 2.0 X 0 0 0 The Rev Lawrence Britt 2.0 X 0 0 0 Kemper Brown 2.0 X 0 0 0 Bill Stiefel Jr 2.0 X 0 0 0 Montague Cosmo Boyd 2.0 X 0 0 0 The Rev John Runkle 2.0 X 0 0 0 Lane Williams 2.0 X 0 0 0 Edwin Williamson 2.0 X 0 0 0 Craig S Wilson 2.0 X 0 0 0 Margaret Mankin Barton 2.0 X 0 0 0 Julian Bibb 2.0 X 0 0 0 Jay Faires 2.0 X 0 0 0 The Rev Emily Bar Richards 2.0 X 0 0 0 Scott Thompson 2.0 X 0 0 0 Charles Brock 2.0 X 0 0 0 Elizabeth Finch 2.0 X 0 0 0 Harold Rahn 2.0 X 0 0 0 Gregg Robertson 2.0 X 0 0 0 David Shipps 2.0 X 0 0 0 The Rev Doris Westfall 2.0 X 0 0 0 Nancy Berner 2.0 X 0 0 0 Cynthia S Crysdale 2.0 X 0 0 0 John Willis 2.0 X 0 0 0 Carrie Ryan 2.0 X 0 0 0 Caroline Tanner 2.0 X 0 0 0 Dr Joel L Cunningham 40.0 X 280966 0 75847 John Gatta 40.0 X 172546 0 17215 Linda Lankewicz 40.0 X 169715 0 23582 Jerry Forster 40.0 X 157018 0 64128 Robert W Pearigen 40.0 X 154486 0 48625 Donna Pierce 40.0 X 145681 0 46885 Eric E Hartman 40.0 X 112013 0 21101 William S Stafford 40.0 X 111068 0 38856 Jett M Jay Fisher Jr 40.0 X 105036 0 101902 David Lesesne 40.0 X 100561 0 14877 Paul Wiley 40.0 X 95736 0 20045 Eugene Prunty 40.0 X 170523 0 32649 Frederick Croom 40.0 X 159497 0 33758 John Reishman 40.0 X 142931 0 27639 Yasmeen Mohiuddin 40.0 X 136114 0 20362 Gerald Smith 40.0 X 134249 0 29622 2348140 0 617093 34 false true false MACLACHLAN CORNELIUS FILONI 200 THE BANK TOWER 307 FOURTH AVE PITTSBURGH PA 15222 CONSTRUCTION SERVICE 461316 CAMBRIDGE ASSOCIATES LLC PO BOX 10317 UNIONDALE NY 11555 INVESTMENT ADVISOR 342062 GEORGE CLANTON CONSTRUCTION CO 2621 LEAH CIRCLE COLUMBIA TN 38401 CONSTRUCTION 412346 SANITATION DEPT PO BOX 22 MONTEAGLE TN 37356 TRASH REMOVAL 240009 CHAMBLISS BAHNER STOPHEL PC TWO UNION SQUARE 1000 TALLAN BUILD CHATTANOOGA TN 37402 ATTORNEYS 211617 8 206286 16338969 4039555 16545255 TUITION & FEES 611310 55771929 55771929 AUX. SALES & SERVC 611310 17956251 17956251 EDUC. SALES & SERV 611310 2499105 2499105 76227285 6252496 6252496 0 1553230 1553230 743906 743906 743906 743906 0 0 0 0 101322172 76227285 8549632 0 19670403 19670403 109076 109076 0 2096692 815043 1128249 153400 0 31233434 25007532 5187827 1038075 2903347 2292847 610500 5707214 4448574 894631 364009 2036194 1593757 442437 0 428872 34866 388798 5208 43800 5150 38650 0 0 1889656 1889656 8397229 7484936 826347 85946 487429 368451 118439 539 1523690 1186207 237945 99538 1052382 638415 410198 3769 25949 16 25933 854777 725374 102789 26614 2035102 1530223 440117 64762 0 257856 220010 34937 2909 1594643 1594643 0 3848480 3431484 416996 693968 406925 280518 6525 UTILITIES 2742135 2689823 52312 FOOD 1531912 1274104 227746 30062 RENEWALS & REPLACEMENTS 3544790 2075531 1467855 1404 EQUIP RENTAL, MAINT, & LEASES 409258 330398 63225 15635 MISC 1997454 1463488 533966 97115742 79397276 15820071 1898395 348518 2314724 50203526 48220262 34584800 35334690 764942 871851 88890 97933 3247992 3051209 612939 476827 535927 454473 201811305 68078827 127124067 133732478 234552742 263209989 6392858 6185087 458457201 493949523 9448360 9168000 1551835 1684940 39601415 42242937 7233199 7689636 57834809 60785513 X 145734747 160588550 130322178 140091057 124565467 132484403 400622392 433164010 458457201 493949523 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208.00 1 true 517.00 16043 X X X false false 246098443 11241702 28421915 5498353 7776224 272487483 313206187 6418592 -60013539 5593100 7919697 246098443 0.21000 0.79000 true false 10859058 10859058 1832204 140456973 38631967 103657710 39626898 29447360 10179538 9036172 9036172 133732478 EQUITIES 197446426 F BONDS 44924583 F CASH VALUE OF LIFE INSURANCE 1126884 F ASSETS HELD IN OUTSIDE TRUSTS 19712096 F 263209989 0 REFUNDABLE ADVANCES 2761851 POSTRETIREMENT BENEFIT OBLIGATIONS 4927785 7689636 101322172 97115742 4206430 28335188 28335188 32541618 109724502 28335188 -18043202 10291986 99432516 1889656 1889656 101322172 77182884 77182884 1889656 18043202 19932858 97115742 SCHEDULE D PART XII LINE 2D SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS $(18,043,202) SCHEDULE D PART XIII LINE 4B SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS $18,043,202 SCHEDULE D PART III LINE 4 THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. SCHEDULE D PART III LINE 1A THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT. SCHEDULE D PART V LINE 4 ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. SCHEDULE D PART II LINE 9 CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES. SCHEDULE D PART X LINE 2 THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON THE CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. true true true THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGUES. true true true true false false false false false false false false true false FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS; PELL, ACG, AND SMART GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. true true South Asia 0 1 Program Services INSTRUCTION 21695 East Asia and the Pacific 0 1 Program Services INSTRUCTION 79008 Europe (Including Iceland and Greenland) 1 2 Program Services INSTRUCTION 610384 1 4 711087 SCHOLARSHIP South Asia 1 1000 CREDIT TO AR SCHOLARSHIP East Asia/Pacific 1 4100 CREDIT TO AR SCHOLARSHIP Europe/Iceland/Greenland 10 103976 CREDIT TO AR SCHOLARSHIPS TO US INDIVIDUALS FOR FOREIGN ACTIVITY FORM 990, SCHEDULE F, PART I, LINE 2 SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. true SCHOLARSHIPS-STUDENTS ENROLLED AT UNIV OF THE SOUT 1085 19779479 SCHEDULE I PART I LINE 2 MERIT-BASED SCHOLARSHIPS AND NEED-BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO THE STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT/SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. IN ADDITION, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HOURS FOR EACH STUDENT. OUR THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS. X X true true X X X X X false false false false false false false false false Dr Joel L Cunningham 262454 0 0 0 18512 0 36750 0 39769 0 357485 0 0 0 John Gatta 152150 0 0 0 20396 0 17215 0 672 0 190433 0 0 0 Eugene Prunty 148127 0 0 0 22396 0 26027 0 7294 0 203844 0 0 0 Linda Lankewicz 148453 0 0 0 21262 0 17560 0 6694 0 193969 0 0 0 Frederick Croom 158735 0 0 0 762 0 24940 0 9491 0 193928 0 0 0 Jerry Forster 156928 0 0 0 90 0 16490 0 48311 0 221819 0 0 0 Robert W Pearigen 154228 0 0 0 258 0 24734 0 24563 0 203783 0 0 0 Donna Pierce 140023 0 0 0 5658 0 15063 0 32494 0 193238 0 0 0 John Reishman 130520 0 0 0 12411 0 21617 0 6639 0 171187 0 0 0 Yasmeen Mohiuddin 113785 0 0 0 22329 0 13740 0 7157 0 157011 0 0 0 Gerald Smith 133632 0 0 0 617 0 20804 0 9491 0 164544 0 0 0 Jett M Jay Fisher Jr 101748 0 0 0 3288 0 10079 0 92388 0 207503 0 0 0 SCHEDULE J PART I LINE Ia THE UNIVERSITY REQUIRES THE VICE-CHANCELLOR TO OCCUPY THE ON-CAMPUS RESIDENCE PROVIDED FOR HIM. CERTAIN SERVICES ARE PROVIDED WITH THE RESIDENCE SUCH AS A CUSTODIAN. THE PORTION OF THE STRUCTURE ALLOCABLE TO PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D). FRANKLIN CO HEALTH AND EDUCATION FACILITIES BOARD 521282324 353325851 2005-12-01 13200000 BUILDING RENOVATIONS false false FRANKLIN CO HEALTH AND EDUCATION FACILITIES BOARD 521282324 2009-07-01 14400000 REDEMPTION OF PRIOR BONDS/ACADEMIC false false 13200000 0 0 0 87167 0 13200000 2008 false false true true 14400000 0 0 0 46887 0 14400000 2010 true false true 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 true false false true TRANSAMERICA OCCIDEN 1.7 true false false true true false false false false JERRY FORSTER FAMILY EDUCATION X 15000 6250 false true true JERRY FORSTER EMPLOYEE EDUCATION X 28061 19643 false true true JETT FISHER FAMILY EDUCATION X 21632 11441 false true true JETT FISHER EMPLOYEE EDUCATION X 7932 4297 false true true PAUL WILEY EMPLOYEE EDUCATION X 35000 31500 false true true DAVID LESESNE EMPLOYEE EDUCATION X 27558 24802 false true true 97933 RECIPIENTS 57067 NEED-BASED SCHO RECIPIENTS 49950 MERIT-BASED SCH MICHAEL THOMPSON VP-MONTAG CALDW TRUSTEE 130462 INVESTMENT MGMT FEES-SEE SCH O false X 4 0 N/A X 0 N/A X 0 N/A X 86 3279136 QUOTED STOCK PRICES X 1 746919 APPRAISED VALUE X 2 0 N/A X HORSES 5 0 N/A X EQUESTRIAN EQUIPMENT 1 13500 APPRAISED VALUE X BUILDING MATERIALS 1 0 N/A X OTHER 1 0 N/A 5 false true false SCHEDULE M PART I LINE 33 REVENUES ARE NOT RECOGNIZED FOR NON-CASH CONTRIBUTIONS (GIFTS-IN-KIND) WHEN THE RELATED ASSET IS NOT RECOGNIZED ON THE BALANCE SHEET. 990 PART III LINE 4D OTHER PROGRAM SERVICES: Research - While outstanding teaching is the primary focus of the faculty's work with both undergraduate and graduate students, the complementary nature of research that informs instruction and creates new knowledge is integral to the faculty's scholarly life at the University. The publication of books and of articles in refereed journals, along with presentations to professional conferences in the academic disciplines, are a significant part of tenure and promotion considerations, and each year an impressive array of scholarly work is produced by the faculty, supported by a program of sabbatical leave for junior and senior faculty alike. In 2009-10, members of the faculty were awarded nearly $626,000 in national and international grants supporting research in the visual arts, history, and chemistry. Perhaps more significantly, faculty across the disciplines involve students in their research while also creating opportunities for students to conduct original research of their own during the academic year or the summer. Much of the work is coordinated through an Office of Undergraduate Research which promotes close faculty-student interaction in research, and also coordinates access to these opportunities. Operation and Maintenance of Plant - The university owns and maintains 106 buildings with a total of approximately 1,331,000 square feet for academic instruction, student services, and residence halls. Thirty-four of these are residence halls, including several foreign language houses, a community engagement house and a Green House, where students live in an intentional community focused on sustainable living. An additional 136 university structures (with another 337,306 square feet) are used as rental housing, primarily for members of faculty and staff. The oldest university building dates to 1866; the newest was completed in 2010. Approximately 80 percent of campus buildings (including residence halls and academic buildings) have wireless Internet access. All buildings have wired connectivity. The buildings of the university are constructed primarily of native sandstone, much of it quarried from the University's Domain. The predominant architectural style is gothic, a reminder of Sewanee's ties to the medieval universities of England and Europe. In the past decade, new construction and renovation of academic and residential facilities have created an attractive environment for learning and living. Some key campus facilities include: *Spencer Hall, which opened in 2008, adding 47,000 square feet to the university's science teaching and research facilities. It greatly expanded classrooms and laboratories for environmental science and chemistry, while also creating space for a new biochemistry major. Environmentally sensitive and certified for Leadership in Energy and Environmental Design (LEED) silver, the building's facade blends with the gothic architecture of Sewanee's main academic quadrangle while its interiors are modern and open, conducive to "science in sight" design. *SNOWDEN HALL, WHICH REOPENED IN 2010 AFTER A RENOVATION AND EXPANSION THAT MORE THAN DOUBLED ITS SIZE, FEATURES NEW LABS, CLASSROOMS, RESOURCE ROOMS, RESEARCH SPACE, AND FACULTY OFFICES FOR THE STUDY OF FORESTRY, GEOLOGY, AND ENVIRONMENTAL SCIENCES. EXPECTED TO BE THE UNIVERSITY'S FIRST LEED GOLD BUILDING, SNOWDEN'S GREEN FEATURES INCLUDE SOLAR PANELS (THE FIRST LARGE-SCALE INSTALLATION ON CAMPUS), RE-USE OF THE BUILDING'S EXISTING WOOD PANELING, ENERGY-EFFICIENT WINDOWS, LOCAL AND RECYCLED MATERIALS, AND THE UNIVERSITY'S FIRST STORMWATER MANAGEMENT PRACTICES. THE RENOVATION STRENGTHENS THE BASE OF TECHNICAL SUPPORT - CLASSROOM AND LAB WORK AND ANALYSIS - THAT SNOWDEN PROVIDES FOR THE RESEARCH AND TEACHING DONE IN THE FIELD USING THE RESOURCES OF THE DOMAIN. *Fowler Sport and Fitness Center, built in 1994 and used by the university and community members alike, is the centerpiece of the university's athletic facilities. *McClurg Dining Hall, built in 2001 completely of native sandstone, with 42,000 square feet and the capacity to serve 1,500 diners. *Tennessee Williams Center, a unique, state-of-the-art teaching theater for students and faculty of Sewanee's Department of Theatre Arts. *Jessie Ball duPont Library, with principal library holdings numbering more than 730,000 volumes, and extensive electronic databases and online journals for students, faculty, and staff. *All Saints' Chapel, completed in 1957 for the celebration of the 100th anniversary of the university, which sits at the center of campus. 990 PART V LINE 4B - FOREIGN COUNTRIES The following information is provided for clarification regarding accounts in foreign countries. Spain (Academic Program) 990 PART VI SECTION A LINE 10 THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL. THE COMMITTEE THEN PROVIDES THE BOARD OF REGENTS COPIES FOR CONSIDERATION BEFORE FILING. 990 PART VI SECTION B LINE 12C IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS. 990 PART VI SECTION B LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS REVIEWS POLICIES AND PRACTICES FOR EXECUTIVE COMPENSATION TO ENSURE THEY ARE GENERALLY CONSISTENT WITH SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR COMPARABLE POSITIONS. 990 PART VI SECTION C LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS. SCHEDULE L PART IV COLUMN (D) INVESTMENT MANAGEMENT FEES WERE PAID TO MONTAG & CALDWELL BY THE ORGANIZATION. MR. THOMPSON IS AN OFFICER AT MONTAG & CALDWELL BUT IS NOT DIRECTLY INVOLVED WITH THE UNIVERSITY'S INVESTMENTS.