2011-05-10T12:15:28-00:00 2010-06-30 PricewaterhouseCoopers LLP 1301 K St NW Ste 800W Washington DC 20005 990 2009-07-01 630312914 Samford University SAMF 2057262625 800 Lakeshore Drive Birmingham AL 352292293 Harry B Brock III 2011-05-05 true Travis Patton 2024141000 2011-05-05 2009 2016-02-24 21:20:13Z T Andrew Westmoreland 800 Lakeshore Dr Birmingham AL 35229 153131020 false X Samford.edu X 1905 AL The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibility, and service to others. 42 39 2598 530 -297911 -297911 41284747 16309406 111699581 120667584 -40864731 16154030 0 112119597 153131020 24103680 26237253 0 66048777 72721932 0 4090124 79351134 53422981 169503591 152382166 -57383994 748854 488386000 476596010 213664797 200095712 274721203 276500298 The mission of Samford University is to nurture persons in their development of intellect, creativity, faith, and personhood. As a Christian university, the community fosters academic, career, and ethical compentency while encouraging social and civic responsibilty, and service to others. false false 58880316 98762051 Samford University, with its 121 Student to Faculty ratio in the 2009-2010 academic year, offered 138 undergraduate majors, minors, and concentra- tions to students in eight academic schools. The tuition and fees derived from these students paid the salaries, wages and benefits of the Universitys faculty and staff. 26237253 26237253 98762051 Samford University awarded over 26 million in aid to 4,033 students during the 2009-2010 academic year. 9484211 7464017 Samford University maintains a beautiful campus of academic and administrative buildings and student housing. 125852396 true true false false false false true false true true true false true true true true true false false false false false true true true false false false false false false false true true true true true false false false true false false false true 632 0 true 2598 true true true true UK CJ false false false true true false false false 42 39 true false true false false false false true true false false true true true true true true true true false AL X T Andrew Westmoreland 2057262727 800 Lakeshore Drive Birmingham AL 352292293 Gerald A Anderson II DMD 001.00 X 0 0 0 D Warren Bailey 001.00 X 0 0 0 David R Belcher 001.00 X 0 0 0 John E Bell Jr 001.00 X 0 0 0 Judge Karon O Bowdre 001.00 X 0 0 0 Lev H Bragg MD 001.00 X 0 0 0 Albert P Brewer 001.00 X 50000 0 9032 Harry B Brock Jr 001.00 X 0 0 0 Victor M Brown 001.00 X 0 0 0 Dr Charles T Carter 001.00 X 32100 0 10060 Barney E Champion III 001.00 X 0 0 0 Boyd E Christenberry 001.00 X 0 0 0 Ronald A DeVane 001.00 X 0 0 0 S Earl Dove 001.00 X 0 0 0 Michael P Dunn 001.00 X 0 0 0 Dr Joseph C Godfrey 001.00 X 0 0 0 H Hobart Grooms Jr 001.00 X 0 0 0 J Carey Gwin MD 001.00 X 0 0 0 Dr Gerald C Hallmark 001.00 X 0 0 0 Pete M Hanna 001.00 X 0 0 0 Elmer B Harris 001.00 X 0 0 0 Robert Holmes Jr 001.00 X 0 0 0 Richard D Horsley 001.00 X 0 0 0 C Thomas Houser 001.00 X 0 0 0 James Robert Jackson 001.00 X 0 0 0 Don Kilgore 001.00 X 0 0 0 Charles W Lancaster 001.00 X 0 0 0 Wynema J Lowry 001.00 X 0 0 0 Jerry Newby 001.00 X 0 0 0 Victor E Nichol Jr 001.00 X 0 0 0 Gary Ray Pearman 001.00 X 0 0 0 John C Pittman 001.00 X 0 0 0 Judge T Virgil Pittman 001.00 X 0 0 0 Mazen M Sahawneh OD 001.00 X 0 0 0 Albert L Shumaker 001.00 X 0 0 0 Dale Splawn 001.00 X 0 0 0 Roderic G Steakley 001.00 X 0 0 0 James C Stivender 001.00 X 0 0 0 Beth Thorne Stukes 001.00 X 0 0 0 Ronald L Watkins 001.00 X 0 0 0 W Clark Watson 001.00 X 0 0 0 Dr Jay L Wolf 001.00 X 0 0 0 Theron Andrew Westmoreland 040.00 X 288704 0 118586 John Bradley Creed 040.00 X 231780 0 21414 Sarah C Latham 040.00 X 180277 0 27297 William R Pittman 040.00 X 214100 0 67586 Roger Philip Kimrey 040.00 X 152537 0 40791 Harry B Brock III 040.00 X 206933 0 62945 John Carroll 040.00 X 225606 0 83381 Charles Sands 040.00 X 172741 0 77767 Patrick Sullivan 040.00 X 233370 0 54860 James Tillette 040.00 X 223942 0 41898 Howard Walthall 040.00 X 190082 0 48603 Thomas Brad Bishop 040.00 X 184860 0 103189 Beck Taylor 040.00 X 183393 0 73871 Don M Mott 040.00 X 130511 0 37003 Michael D Morgan 040.00 X 117483 0 14400 Bobby Bryant 001.00 X 122344 0 0 3140763 892683 80 true true false Gary C Wyatt Inc 2176 Parkway Lake Dr Birmingham AL 35244 Construction Contractor 6575685 Campus Dining SU Box 2271 Birmingham AL 35229 Dining Services 4170484 Sodexho Inc & Affiliates PO Box 536922 Atlanta GA 30353 Cleaning Services 2543945 CSI Leasing Incorporated 9990 Old Olive Street Rd St Louis MO 63141 Leasing Services 1338017 Rite Way Service Inc P O Box 11407 Birmingham AL 35246 Cleaning Services 903774 67 16309406 2341009 16309406 Tuition Fees 900099 98762051 98762051 Dormitory Utilities Fees 721310 7464017 7464017 Food Services Vending 722210 6254775 6254775 Bookstore Sales 451211 2758349 2758349 Educational Workshops/Programs 611710 2114243 2114243 3314149 3311694 2455 120667584 4704838 -300366 5005204 11449192 11449192 11449192 153131020 120665129 -297911 5005204 0 25442750 25442750 794503 794503 0 3132084 2042367 875617 214100 0 51901913 42516669 7583560 1801684 9143278 7402981 1405397 334900 4892153 3960999 751964 179190 3652504 2957300 561420 133784 0 326695 193 326502 274310 274310 0 0 2889407 1817884 747510 324013 972310 702904 96300 173106 4537624 3882709 654915 3491159 868028 2606200 16931 0 9484211 9484211 4083229 3787880 140468 154881 0 0 3272047 3272047 0 11693753 11693753 1233863 103704 1130159 Dues, subscriptions, and memberships 819547 646027 117757 55763 Service and service auxiliary 6202674 333335 5822482 46857 Pension liability adjustment 4041220 4041220 100932 100932 152382166 125852396 22439646 4090124 14325928 16842614 37510393 32886659 10479724 6134544 818327 713464 1099261 898855 356528729 161717960 201266106 194810769 158085126 161705375 56923850 54590681 7877285 8013049 488386000 476596010 59052216 55230468 3871173 4172365 108912900 107981463 41828508 32711416 213664797 200095712 X 86438748 86936894 69339729 65838332 118942726 123725072 274721203 276500298 488386000 476596010 X false true true X true true X 0.00000 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 507509 X X false false 249542197 2333252 16978117 13147103 255706463 343515293 7820075 -81158714 20634457 249542197 0.45000 0.44000 0.11000 false false 18888037 18888037 241690084 100379319 141310765 25484867 16743302 8741565 70465741 44595339 25870402 194810769 Limited Partnership Interest 52984772 F Life insurance contracts 74948 F Real Estate 1494677 F Other 36284 F Collateral held under security lending agreements F 54590681 Payable under security lending agreements Other liabilities 3332117 Deposits held on behalf of others 7069166 Annuities payable 10510133 Line of Credit 11800000 32711416 153131020 152382166 748854 1030241 1030241 1779095 154161261 1030241 1030241 153131020 153131020 152382166 152382166 152382166 III 4 The Universitys Collections of Art are used to enhance the beauty of its Colonial-style buildings as well as to maintain these works for the enjoyment of future generations. V 4 The University will use endowment funds according to donor restrictions for scholarships, fellowships, research, etc. as well as for purposes designated by the Board for quasi and unrestricted endowments. true true true The University runs an advertisement in the local newspaper annually publicizing its racially nondiscriminatory policy. true true true true false false false false false false false false true false The University receives federal financial aid for its students and grant revenue for research. true true Europe 1 1 Program Services Educational Classes 1253574 Central America and the Caribbean Program Services Educational Classes 72350 South America Program Services Educaitonal Classes 2025 1 1 1327949 Europe Lodging/Program Costs 115735 Check/wire Central America and the Caribbean Program Costs 54000 Check 2 Scholarships Europe 76 774128 Tuition Discount Scholarships Central America and the Caribbean 12 18350 Tuition Discount Scholarships South America 1 2025 Tuition Discount I 2 Scholarships are applied directly to students accounts to reduce tuition owed. true Scholarships, books and other supplies 4033 25442750 I 2 Funds are credited to the students account for tuition and fees, room and board, books and other supplies. Financial Aid works closely with the Bursar to ensure X X X X true true X X X true false false false false false false false false false Theron Andrew Westmoreland 285825 2879 34006 84581 407291 John Bradley Creed 230720 1060 7637 13777 253194 Sarah C Latham 180000 277 20619 6678 207574 William R Pittman 210000 4100 41535 26051 281686 Roger Philip Kimrey 150535 2002 4618 36173 193328 Harry B Brock III 206000 933 37036 25909 269878 John Carroll 221516 4090 68635 14746 308987 Charles Sands 170470 2271 66495 11272 250508 Patrick Sullivan 226600 6770 42725 12135 288230 James Tillette 221618 2324 34819 7079 265840 Howard Walthall 187567 2515 42236 6367 238685 Thomas Brad Bishop 182406 2454 94167 9022 288049 Beck Taylor 183039 354 38603 35268 257264 Don M Mott 129002 1509 25225 11778 167514 Michael D Morgan 117014 469 306 14094 131883 Bobby Bryant 122344 122344 I 1a The First Lady of the University often travels with the President for University business. She serves as executive director of the Samford Auxiliary, a volunteer organization that promotes advocacy for the University and raises scholarship funds. She also serves on the Deans Executive Council for the Universitys School of Education, utilizing her Masters and Doctorate degrees in education and coordinates or participates in certain international programs requiring travel. I 1a The University provides a residence for the Presidents use. The President and First Lady frequently host a significant number of individuals in the home. I 1a The University provides social club dues and fees to three of its officers and key employees. The clubs are used to host University events with personal use considered de minimus. I 1a Housekeeping services at the Presidents Home are provided by a housekeeper who is an employee of the University. These services are considered necessary given the number of University events held at the Presidents House and the fact that all areas, including personal quarters, are open and available for viewing during these events. I 4a Bobby Bryant received a severance payment of 122,137. Additionally, Mr. Bryant had 207 in taxable life insurance. The Educational Building Authority of the City of Homewood 521442481 437887EU2 2007-02-26 25241000 Construction and renovation of capital projects false false The Educational Building Authority of the City of Homewood 521442481 437887EX6 2008-09-11 50000000 Redemption of Series 1999 bonds partial redemption of Series 2007-B false false The Educational Building Authority of the City of Homewood 521442481 2009-09-24 25000000 Partial redemption of Series 2007-B Refund of 2008-B bonds false false 25241000 616750 24624250 2007 false false true true 50000000 357582 49642418 2008 true false true true 25000000 25000000 2007 true false true true false false false false true 0.00001 0.00000 0.00001 true false false false false true 0.00010 0.00001 0.00011 true false false false false true 0.00001 0.00001 0.00002 true false false false false false false false true false false false false false true false false false false Wallace Jordan Ratliff & Brandt LLC Karen Bowdres trustee husband, is a 6 member of named firm 126898 Legal Services true Alabama Power Robert Holmes, Jr., trustee, is an officer of named entity 2289348 Utility Services Provider false Blue Cross Blue Shield of Alabama William J. Stevens, trustee, is a director of named entity 6163903 Health Coverage Provider false X 17 5905 Market Value X 20065 Market Value X 301 Market Value X 36 2249889 Market Value X See schedule 35 23392 Market Value X See schedule 2 13166 Market Value X See schedule 1 14100 Market Value X See schedule 1 395 Market Value X See schedule 2 13796 Market Value 1 false true true I 25-28 23,392 Vendor Payments - Alumni Events 35 contributors 13,166 Vendor Payments - Other Campus Events 1 contributor 13,796 Vendor Payments - Travel 2 contributors 14,100 Computer Supplies 1 contributor 395 Construction Supplies 1 contributor I 32 The University uses Northern Trust to sell stock gifts upon receipt. Form 990 VI 2 W. Randall Pittman, Vice President - University Advancement, is the nephew of trustee John C. Pittman Harry B. Brock, III - Vice President for Business and Financial Affairs, is the son of trustee Harry B. Brock, Jr. Form 990 VI 11 The Board of Trustees has delegated to the Audit Committee the task of reviewing the Form 990 with management. The Audit Committee then prepares a report of this review and submits it and a copy of the 990 to the full Board prior to the filing of the return with the Internal Revenue Service. Form 990 VI 12c Annually, the University distributes a questionnaire that requires trustees, officers, and key employees to disclose any actions that might be in violation of the Conflict of Interest Policy. Additionally, Business Affairs personnel review transactions throughout the year in the normal course of conducting their job duties. Form 990 VI 15 Compensation for officers is compared to survey results from the Chronicle of Higher Education and from the Form 990 filings of peer institutions affiliated with the Southern Conference and the New American Colleges and Universities as well as private universities in the region and is approved by the Chairman of the Board of Trustees and the President. Compensation for key employees is also compared to survey results and approved by the Provost and President. The Presidents compensation package was approved by the Board of Trustees. Form 990 VI 19 The University files its Charter and amendments with the Office of the Judge of Probate of Jefferson County, Alabama and the Office of the Secretary of State of the State of Alabama. The conflict of interest policy is available on the Universitys intranet and portions are contained in the Vendor Request Form. Financial information is available in the Form 990 which is available upon request or at www.guidestar.com. Form 990 VI 4 On September 11, 2009 the Board of Trustees adopted Amended and Restated Bylaws and Charter of Samford University. The most significant actions were specifying the vote required for action to be taken by committees of the Board providing for the participation by Trustees in meetings via teleconference splitting of the Business Affairs and Audit Committee into two committees - the Business and Financial Affairs Committee and the Audit Committee Establishing the Operations and Planning Committee providing for the manner in which meetings of the general committees of the Board of Trustees may be called and noticed specifying the corporate officers of Samford University and establishing a term of office for the officers of Samford University who are not officers of the Board of Trustees. Schedule E Form 990 or 990-EZ Financial Aid or Government Assistance Line 6a The org receives aid, Line 6b The org has had their aid revoked or suspended. The University receives federal financial aid for its students and grant revenue for research. Samford University Foundation P O Box 2313 Birmingham AL 35229 631016371 Edu. Research AL 501c3 Line 9 NA false false false false false false false false false false false false true true false false false false