PRESIDENT

2011-10-21T09:20:12-05:00 2011-06-30 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2010-07-01 620548917 SOUTHERN COLLEGE OF OPTOMETRY SOUT 9017223200 1245 MADISON AVE MEMPHIS TN 38104 DR RICHARD PHILLIPS PRESIDENT 9017223200 2011-09-26 1 JEFF THOMASON 9017612720 2010 2016-03-07 17:11:31Z DR RICHARD PHILLIPS 1245 MADISON AVE MEMPHIS TN 38104 21019020 0 X WWW.SCO.EDU X 1932 TN THE ORGANIZATION OPERATES A SCHOOL OF OPTOMETRY AND CLINIC. 15 15 439 0 0 0 2323177 1748406 17071961 17121476 1051464 748576 425800 -362829 20872402 19255629 0 0 0 0 14166641 14478991 0 0 343084 7312887 6091481 21479528 20570472 -607126 -1314843 81394798 87200774 20608339 20936871 60786459 66263903 TO LEAD THE PROFESSION BY: EDUCATING THE BEST POSSIBLE HEALTHCARE PROVIDERS, PROMOTING LIFELONG LEARNING, AND FOSTERING A PERSONAL COMMITMENT TO SERVICE. 0 0 9164402 16409807 SCHOOL OF OPTOMETRY, CLINIC, EDUCATIONAL PROCESS AND STUDENT TRAINING. 9164402 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 439 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X DAVID WEST 9017223210 1245 MADISON AVENUE MEMPHIS TN 38104 BRIAN JONES MEMBER 1.00 X 0 0 0 CHRISTIE UPSHAW TRAVIS MEMBER 1.00 X 0 0 0 CHRISTOPHER KING OD MEMBER 1.00 X 0 0 0 DOUGLAS CLARK OD MEMBER 1.00 X 0 0 0 EUGENE BANE OD MEMBER 1.00 X 0 0 0 JAMES JALENAK MEMBER 1.00 X 0 0 0 JARRETT JOHNSON OD MEMBER 1.00 X 0 0 0 JOHN GAZAWAY OD MEMBER 1.00 X 0 0 0 KENNETH MULHOLLAND JR MEMBER 1.00 X 0 0 0 MARY THORNLEY MEMBER 1.00 X 0 0 0 RICHARD POWELL OD MEMBER 1.00 X 0 0 0 ROBERT W SMALLING OD MEMBER 1.00 X 0 0 0 SHARON MOSCOW OD MEMBER 1.00 X 0 0 0 STEVEN REED OD MEMBER 1.00 X 0 0 0 THOMAS HYDE OD CHAIR 1.00 X X 0 0 0 DAVID WEST V.P. FOR FINANCE & ADMIN 35.00 X 144207 0 23804 JOSEPH HAUSER SECRETARY/TREASURER 35.00 X 121484 0 20612 RICHARD PHILLIPS OD PRESIDENT 35.00 X 265246 0 37990 LEWIS REICH VICE PRESIDENT 35.00 X 175332 0 28691 DR CHARLES CONNOR FACULTY 40.00 X 138807 0 20518 DR JOHN CAMPBELL FACULTY 40.00 X 138650 0 21175 DR SCOTT STEINMAN FACULTY 40.00 X 145757 0 28410 JAMES VENABLE VICE PRESIDENT 40.00 X 140258 0 16747 KRISTEN ANDERSON VICE PRESIDENT 40.00 X 139131 0 18011 1408872 0 215958 33 0 1 0 FORMUS ARCHITECTURE PLANNING INC 119 SOUTH COURT SQ STE 200 MEMPHIS TN 38103 ARCHITECTURE CONTRACTING 401414 RL SPECK & ASSOCIATES INC 465 NORTH WALDRAN BLVD MEMPHIS TN 38105 CONSTRUCTION CONTRACTING 176165 ABM JANITORIAL SERVICES 4181 SENATOR ST MEMPHIS TN 38118 JANITORIAL 115745 MURRAY GUARD INC 4273 CHERRY CENTER DRIVE MEMPHIS TN 38118 SECURITY 104221 4 1368945 379461 1748406 TUITION AND FEES 541900 12294264 12294264 EDUCATIONAL DEPT 541900 4431475 4431475 STUDENT LOAN INTEREST 541900 395737 395737 17121476 748576 748576 348840 348840 348840 348840 1051722 1763391 -711669 -711669 19255629 16409807 0 1097416 613343 312620 273223 27500 10610545 5408480 5068216 133849 2472594 1260281 1176766 35547 782509 398845 372414 11250 32842 32842 40500 40500 270738 207807 62931 145295 144887 408 515236 511995 3241 657835 657835 368684 346467 22217 322744 322744 1097463 1097463 183918 183918 EQUIPMENT RENTAL AND MA 623583 623583 SCHOLARSHIPS AND AWARDS 435800 435800 RESEARCH 381948 381948 SPECIAL EVENTS 331216 290762 40454 ADMINISTRATIVE 220968 220968 462711 342845 114179 5687 20570472 9164402 11062986 343084 2292367 3679991 846371 715598 395978 476840 14952114 14737515 160029 149762 373750 337167 28615909 13288068 15616028 15327841 46758161 51511861 264199 81394798 87200774 1301727 1627549 1165213 1288175 9800000 9800000 8341399 8221147 20608339 20936871 X 44620063 47660302 9276244 11617098 6890152 6986503 60786459 66263903 81394798 87200774 X -1314843 6792287 X 0 1 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13321563 419126 2170078 419668 15491099 11986229 369938 1443385 477989 13321563 11528711 3124145 -2196887 469740 11986229 0.41240 0.58760 0 0 2915883 2915883 14528097 5443583 9084514 1435251 978261 456990 9736678 6866224 2870454 15327841 ADVANCES FROM THE FEDERAL GOVERNMENT FOR STUDENT LOANS 7620051 ADVANCES FROM OAL 546180 CAPITAL LEASE OBLIGATIONS 54916 8221147 19255629 20570472 -1314843 6792287 6792287 5477444 27811307 6792287 1763391 8555678 19255629 0 19255629 22333863 1763391 1763391 20570472 0 20570472 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUND CREATED TO ACCUMULATE MONIES TO SUPPORT THE COLLEGE AND ITS MISSION OVER THE LONG TERM. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY IS INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL. SOUTHERN COLLEGE OF OPTOMETRY RECEIVES FUNDS FROM GOVERNMENT AGENCIES FOR THE BENEFIT OF CERTAIN STUDENTS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SOUTHERN COLLEGE OF OPTOMETRY RECEIVES GOVERNMENT ASSISTANCE TO HELP IN FUNDING THE SCHOOL'S FEDERAL WORK STUDY PROGRAM FOR PARTICIPATING STUDENTS. X X X X X 0 0 0 0 0 0 0 0 0 DAVID WEST 144207 0 0 0 0 0 19733 0 4071 0 168011 0 0 0 RICHARD PHILLIPS OD 265246 0 0 0 0 0 33919 0 4071 0 303236 0 0 0 LEWIS REICH 175332 0 0 0 0 0 24620 0 4071 0 204023 0 0 0 DR CHARLES CONNOR 138807 0 0 0 0 0 17861 0 2657 0 159325 0 0 0 DR JOHN CAMPBELL 138650 0 0 0 0 0 18518 0 2657 0 159825 0 0 0 DR SCOTT STEINMAN 145757 0 0 0 0 0 17194 0 11216 0 174167 0 0 0 JAMES VENABLE 140258 0 0 0 0 0 14090 0 2657 0 157005 0 0 0 KRISTEN ANDERSON 139131 0 0 0 0 0 18011 0 0 0 157142 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE BOARD OF TRUSTEES RECEIVES A COPY OF THE 990 WITHOUT THE CONTRIBUTION SCHEDULE. BOTH THE EXECUTIVE COMMITTEE AND THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES BASED ON DATA COMPARABLE TO OTHER INSTITUTIONS. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY AND NO SUCH CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMPENSATION COMMITTEE PROVIDE RECOMMENDATIONS FOR THE COMPENSATION OF THE PRESIDENT AND KEY MANAGEMENT OFFICIALS BASED ON DATA COMPARABLE TO OTHER INSTITUTIONS, WRITTEN EMPLOYMENT CONTRACTS, AND COMPENSATION STUDIES AND SURVEYS. COMPENSATION IS APPROVED BY THE BOARD/COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,792,287.