APPALACHIAN COLLEGE ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- APPALACHIAN COLLEGE ASSOCIATION (EIN 56-1758784)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-08
- IRS object ID
- 201120399349300722
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-08T16:02:29-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DulworthBreedingKarns & Pleasants LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 OLD LAFAYETTE AVENUE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561758784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPALACHIAN COLLEGE ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | APPA | NameControl |
| Phone | 8599864584 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CENTER STREET | AddressLine1 |
| City | BEREA | City |
| State | KY | State |
| ZIP Code | 40403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM ROGERS | Name |
| Title | CHIEF FINANCE AND OPERATIONS OFFICE | Title |
| Phone | 8599864584 | Phone |
| Date Signed | 2011-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | T RANDALL BREEDING | Name |
| Phone | 8592591072 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TOM ROGERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CENTER STREET | AddressLine1 |
| City | BEREA | City |
| State | KY | State |
| ZIP Code | 40403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13337031 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | ACAWEB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | The Appalachian College Association, Inc. was incorporated August 6, 1993, as a nonprofit organization primarily to serve people of the Appalachian region through higher education and related services. The Association is an organization of 36 independent liberal arts colleges that provides expanded and enhanced learning opportunities to faculty and students for the purpose of serving the educational and economic well-being of the people and communities of Central Appalachia. This educational consortia offers a wide variety of academic, research, scholarship, library, and travel programs serving 42,000 students and 4,000 faculty in Kentucky, North Carolina, Tennessee, Virginia, and West Virginia. The Association is an independent 501(c)(3) incorporated organization, governed by a board comprised of member college presidents and an executive committee. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1277280 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1498043 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1356272 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1474821 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 363751 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1219714 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2844 | OtherRevenuePriorYear |
| Other Revenue Current Year | 257139 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3000147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4449717 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1159031 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 693179 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 749801 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 822018 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15946 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1864175 | OtherExpensePriorYear |
| Other Expenses Current Year | 1937658 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3773007 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3452855 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -772860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 996862 | RevenuesLessExpensesCY |
| Total Assets BOY | 21031249 | TotalAssetsBOY |
| Total Assets EOY | 23595797 | TotalAssetsEOY |
| Total Liabilities BOY | 1284183 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1584645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19747066 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22011152 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE APPALACHIAN COLLEGE ASSOCIATION IS AN ORGANIZATION OF 36 INDEPENDENT LIBERAL ARTS COLLEGES INCLUDING MORE THAN 4,000 FACULTY AND APPROXIMATELY 42,000 STUDENTS WHICH PROVIDES EXPANDED AND ENHANCED LEARNING OPPORTUNITIES TO FACULTY AND STUDENTS FOR THE PURPOSE OF SERVING THE EDUCATIONAL AND ECONOMIC WELL-BEING OF THE PEOPLE AND COMMUNITIES OF CENTRAL APPALACHIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1660527 | Expense |
| Revenue | 1474821 | Revenue |
| Description | BCLA LIBRARY AND SHARED CATALOG - THE BOWEN CENTRAL LIBRARY OF APPALACHIA PARTNERS WITH EACH MEMBER INSTITUTION TO MAKE IT ECONOMICALLY POSSIBLE TO PROVIDE ALL ACA STUDENTS, FACULTY AND STAFF WITH THE BEST LIBRARY INFORMATION RESOURCES AND TECHNOLOGY SERVICES AVAILABLE. THESE RESOURCES ARE USED TO HELP BOTH THE STUDENT AND FACULTY ATTAIN THE BEST POSSIBLE LEARNING OUTCOMES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 816227 | Expense |
| Description | PROFESSIONAL DEVELOPMENT - WORKSHOPS AND FELLOWSHIPS ARE THE MAINSTAY OF PROFESSIONAL DEVELOPMENT, BUT THE TOPICS CHANGE TO REFLECT CURRENT NEEDS OF FACULTY AND STAFF. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 344903 | Expense |
| Description | THAT ACA HAS A VARIETY OF OPPORTUNITIES FOR STUDENTS STUDYING IN ANY MAJOR IN THE FORM OF SUMMER STIPENDS AND ACADEMIC SCHOLARSHIPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2821657 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8599864584 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 CENTER STREET | AddressLine1 |
| City | BEREA | City |
| State | KY | State |
| ZIP Code | 40403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DR J MICHAEL CLYBURN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOE A STEPP | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR LARRY SHINN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | ||
| DR SCOTT MILLER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DAVID OLIVE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR STEPHEN LIVESAY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR MICHAEL CARTER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR J RANDALL O'BRIEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GT BUCK SMITH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR ROSALIND REICHARD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JENNIFER BRAATEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | ||
| DR GARY WEEDMAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JEFF K METCALF | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GREGORY JORDAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR PAUL CONN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR BARRY BUXTON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR WAYNE POWELL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR B JAMES DAWSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM LUCKEY JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | ||
| DR DAN LUNSFORD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GERALD GIBSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DONALD JEANES | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DAN STRUBLE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR E KEITH STOTTS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| GOVERNOR PAUL E PATTON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR STAN HARRISON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR NANCY MOODY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | ||
| MR ED D DEROSSET | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR EDWIN WELCH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JAMES H TAYLOR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JOEL CUNNINGHAM | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR ROBERT RAINWATER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM S PFEIFFER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR PAMELA BALCH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | X | ||
| SR FRANCIS THRAIKILL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR CAROLYN DIRKSEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR PAUL CHEWNING | ||||||||
| PRESIDENT (CURRENT) | 40.00 | 126860 | 0 | 30973 | X | X | ||
| MICHAEL MIHALYO | ||||||||
| VICE PRESIDENT (INTERIM) | 40.00 | 48334 | 0 | 14525 | X | |||
| DR IRENE BURGESS | ||||||||
| VICE PRESIDENT | 40.00 | 57396 | 0 | 21884 | X | |||
| JAMES T ROGERS | ||||||||
| CFO (CURRENT) | 40.00 | 79765 | 0 | 19741 | X | |||
| ALICE W BROWN | ||||||||
| PRESIDENT (FORMER) | 40.00 | 54439 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 312355 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 87123 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 512375 | MembershipDues |
| All Other Contributions | 985668 | AllOtherContributions |
| Total Contributions | 1498043 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIBRARY AND SHARED CAT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1474821 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1474821 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1474821 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 448493 | TotalRevenueColumn |
| Exclusion | $448,493 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9658535 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8887314 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 771221 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 771221 | TotalRevenueColumn |
| Exclusion | $771,221 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REFUND FROM 2006 OVERP | 900099 | 172326 | 172326 |
| NET F&A RECOVERY | 900099 | 57814 | 57814 |
| MISCELLANEOUS INCOME | 900099 | 26999 | 26999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 257139 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4449717 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1731960 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,219,714 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693179 | Total |
| Program Services | 693179 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683844 | Total |
| Program Services | 341922 | ProgramServices |
| Management And General | 325976 | ManagementAndGeneral |
| Fundraising | 15946 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50221 | Total |
| Management And General | 50221 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40821 | Total |
| Management And General | 40821 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47132 | Total |
| Program Services | 23566 | ProgramServices |
| Management And General | 23566 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2998 | Total |
| Program Services | 2009 | ProgramServices |
| Management And General | 989 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33137 | Total |
| Program Services | 22202 | ProgramServices |
| Management And General | 10935 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29403 | Total |
| Program Services | 19700 | ProgramServices |
| Management And General | 9703 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9375 | Total |
| Program Services | 6281 | ProgramServices |
| Management And General | 3094 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7534 | Total |
| Program Services | 5048 | ProgramServices |
| Management And General | 2486 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23766 | Total |
| Program Services | 15923 | ProgramServices |
| Management And General | 7843 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114816 | Total |
| Program Services | 76926 | ProgramServices |
| Management And General | 37890 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228103 | Total |
| Program Services | 228103 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16752 | Total |
| Program Services | 11224 | ProgramServices |
| Management And General | 5528 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14592 | Total |
| Program Services | 9777 | ProgramServices |
| Management And General | 4815 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LIBRARY SUBSCIPTIONS | 959291 | 959291 | 0 |
| EQUIPMENT AND SOFTWARE | 364441 | 362391 | 2050 |
| INVESTMENT FEES | 67606 | 67606 | |
| PROFESSIONAL SUBSCRIPTI | 19538 | 13090 | 6448 |
| PRINTING AND DUPLICATIO | 19181 | 12851 | 6330 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27125 | Total |
| Program Services | 18174 | ProgramServices |
| Management And General | 8951 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3452855 | Total |
| Program Services | 2821657 | ProgramServices |
| Management And General | 615252 | ManagementAndGeneral |
| Fundraising | 15946 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2164185 | BOY |
| EOY | 2217328 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16289 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23422 | BOY |
| EOY | 26659 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456045 | BOY |
| EOY | 549163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 166404 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 130867 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41222 | BOY |
| EOY | 35537 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18277174 | BOY |
| EOY | 20767110 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52912 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21031249 | BOY |
| EOY | 23595797 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52417 | BOY |
| EOY | 123133 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 906642 | BOY |
| EOY | 1196184 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152680 | BOY |
| EOY | 243939 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172444 | BOY |
| EOY | 21389 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1284183 | BOY |
| EOY | 1584645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343748 | BOY |
| EOY | 1574159 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2549938 | BOY |
| EOY | 3583613 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16853380 | BOY |
| EOY | 16853380 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19747066 | BOY |
| EOY | 22011152 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21031249 | BOY |
| EOY | 23595797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6361147 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4231618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2798149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1277280 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1498043 | CurrentTaxYear |
| Total | 16166237 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6361147 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4231618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2798149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1277280 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1498043 | CurrentTaxYear |
| Total | 16166237 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 33970 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16132267 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 586624 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1454533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 777441 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 363751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1219713 | CurrentTaxYear |
| Total | 4402062 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2349871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58669 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21028 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2844 | CurrentTaxYearMinus1Year |
| Current Tax Year | 257139 | CurrentTaxYear |
| Total | 2689551 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23257850 | TotalSupport |
| Gross Receipts From Admissions Etc | 2831093 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68960 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19403318 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1219714 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 985668 | GrantsOrScholarships |
| Other Expenditures | 1171707 | OtherExpenditures |
| End Of Year Balance | 20436993 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19403318 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 485483 | InvestmentEarningsOrLosses |
| Other Expenditures | 485483 | OtherExpenditures |
| End Of Year Balance | 19403318 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 166404 | InvestmentCostOrOtherBasis |
| Depreciation | 130867 | Depreciation |
| Book Value | 35537 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35537 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED LIABILITIES | Description |
| Amount | $21,389 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21389 | TotalOfAmounts |
| Total Revenue | 4449717 | TotalRevenue |
| Total Expenses | 3452855 | TotalExpenses |
| Excess Or Deficit For Year | 996862 | ExcessOrDeficitForYear |
| Other | $1,267,223 | OtherAmount |
| Total Adjustments | 1267223 | TotalAdjustments |
| Excess Or Deficit Per FS | 2264085 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5659126 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1267223 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1267223 | RevenueNotRptdF990 |
| Revenue Subtotal | 4391903 | RevenueSubtotal |
| Other Revenues Not Included | 57814 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 57814 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4449717 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3395040 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3395040 | ExpensesSubtotal |
| Other Expenses Not Included | 57814 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 57814 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3452854 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | UNREALIZED LOSS ON INVESTMENTS |
| Part XII, Line 4b - Other Adjustments: | REFUND GROUPED IN EXPENSE ACCOUNT ON THE AUDITED FINANCIAL STATEMENTS |
| Part XIII, Line 4b - Other Adjustments: | REFUND GROUPED IN EXPENSE ACCOUNT ON THE AUDITED FINANCIAL STATEMENTS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 88 | 273659 |
| AWARDS | 140 | 220254 |
| FELLOWSHIPS | 11 | 199266 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: AFTER A STRICT APPLICATION PROCESS GRANTS ARE AWARDED TO INDIVIDUALS IN THE FORMS OF SCHOLARSHIPS, STIPENDS, FELLOWSHIPS AND AWARDS. ALL GRANTS MUST BE USED FOR EDUCATIONAL PURPOSES AND ARE CUSTOMARILY PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR THE BENEFIT OF THE INDIVIDUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PAUL CHEWNING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 126860 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 13000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17973 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157833 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | ANY HIGHER LEARNING COMMISSION (HLC) OR SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS (SACS) REGIONALLY ACCREDITED, INDEPENDENT FOUR-YEAR COLLEGE WITH A BROAD RANGE OF PROGRAMS IN THE ARTS AND SCIENCES LOCATED IN AN APPALACHIAN PORTION OF THE STATES OF KENTUCKY, NORTH CAROLINA, TENNESSEE, VIRGINIA, AND WEST VIRGINIA (AS DEFINED BY THE APPALACHIAN REGIONAL COMMISION (ARC)) AND WHICH CAN DEMONSTRATE COMMITMENT TO THE REGION IS ELIGIBLE FOR MEMBERSHIP IN THE APPALACHIAN COLLEGE ASSOCIATION. THE APPALACHIAN COLLEGE ASSOCIATION HAD 36 MEMBERS DURING THE 2008 FISCAL YEAR. |
| Form 990, Part VI, Section B, line 11 | THE ORGANIZATION'S 990 WILL BE REVIEWED BY ALL FINANCE COMMITTE OFFICERS AND BY THE PRESIDENT AND CFO. |
| Form 990, Part VI, Section B, line 12c | ACA'S CONFLICT OF INTEREST POLICY IS OUTLINED IN ITS EMPLOYEE MANUAL AND IT'S NEW BOARD MEMBER PACKAGE. EACH EMPLOYEE AND BOARD MEMBER ARE PROVIDED A COPY OF THESE DOCUMENTS. THEREAFTER, EMPLOYEES AND BOARD MEMBERS ARE ENCOURAGED TO REPORT ANY POTENTIAL CONFLICTS THAT THEY MAY BE INVOLVED IN OR THAT THEY ARE AWARE OF. |
| Form 990, Part VI, Section B, line 15 | ALL COMPENSATION AND BENEFIT PAYMENTS TO OFFICERS, DIRECTORS AND EMPLOYEES ARE REVIEWED BY THE INDIVIDUAL'S DIRECT SUPERVISOR, COMPARE WITH SURVEY AND BENCHMARK DATA AND SUBMITTED TO THE BOARD FOR FINAL APPROVAL. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT OR SELECTION PROCESS OF THE AUDIT DURING THE 2009 TAX YEAR. |
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