TRANSYLVANIA UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TRANSYLVANIA UNIVERSITY (EIN 61-0444825)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-25
- IRS object ID
- 201130259349300023
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-25T09:59:25-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610444825 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSYLVANIA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRAN | NameControl |
| Phone | 8592338100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Broadway | AddressLine1 |
| City | Lexington | City |
| State | KY | State |
| ZIP Code | 40508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marc Mathews | Name |
| Title | VP for Finance | Title |
| Phone | 8592338100 | Phone |
| Date Signed | 2011-01-18 | DateSigned |
| 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 | Marc Mathews | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N Broadway | AddressLine1 |
| City | Lexington | City |
| State | KY | State |
| ZIP Code | 40508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41069173 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.transy.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1780 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | Post Secondary Education | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 68 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 68 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1192 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8090851 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5497969 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33301365 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33536331 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -15424148 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10862605 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 225719 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194708 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26193787 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50091613 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18635498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17084169 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 730644 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26274411 | OtherExpensePriorYear |
| Other Expenses Current Year | 25691108 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44909909 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42775277 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18716122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7316336 | RevenuesLessExpensesCY |
| Total Assets BOY | 153157593 | TotalAssetsBOY |
| Total Assets EOY | 161749259 | TotalAssetsEOY |
| Total Liabilities BOY | 21639597 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22914928 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 131517996 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 138834331 | NetAssetsOrFundBalancesEOY |
| Mission Description | Post Secondary Education | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37833716 | Expense |
| Revenue | 33536331 | Revenue |
| Description | Post Secondary Education: To provide undergraduate degree education, curriculum, training, resources and related expenses. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 37833716 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | 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 | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1192 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 68 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 68 | 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 | 0 | 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 | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Transylvania University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8592338100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Broadway | AddressLine1 |
| City | Lexington | City |
| State | KY | State |
| ZIP Code | 40508 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (80 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Joe E Coons | ||||||||
| Board Member | 1 | X | X | 0 | 0 | 0 | ||
| William M Arvin | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Glen S Bagby | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Richard D Floyd | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Mindy G Barfield | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Samuel G Barnes | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Everett A Bass | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| James G Kenan III | ||||||||
| Board Member | 1 | X | X | 0 | 0 | 0 | ||
| James E Bassett III | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| William T Young Jr | ||||||||
| Chairman of the Board and Board Member | 1 | X | X | 0 | 0 | 0 | ||
| P J Baugh | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Antony R Beck | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Wayne H Bell | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Graham J Beck | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Richard J Corman | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Rose Mary Stamler Dow | ||||||||
| Board Member | 1 | X | X | 0 | 0 | 0 | ||
| Ann Rosenstein Giles | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Theodore R Broida | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Mrs W L Lyons Brown | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Betsy Brooks Bulleit | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Karen K Caldwell | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Norwood Cowgill Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Alex G Campbell Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Aristides S Candris | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John S Carroll | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Don E Carter | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ballard W Cassady Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Karla J Corbin | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Bruce C Cotton | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Roger M Dalton | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Luther Deaton Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Angela L Edwards | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| William S Farish Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Michael C Finley | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| James H Frazier III | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Jacob H Graves III | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Lois Howard Gray | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John R Hall | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Laura R Harper | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Harold L Holmes | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| James L Hurley | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Laban P Jackson Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Marion V Jackson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| T Pearse Lyons | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Sam Mitchell | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Nick Nicholson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Earle H O'Donnell | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| William C Oehmig | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Patricia H Riddle | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Warren W Rosenthal | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Claria Horn Shadwick | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Carol G Tanner | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Frances F Taylor | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Joe M Thomson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| George M Van Meter Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Elizabeth Wagner | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| A Guy Waldrop | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Robert K Welsh | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Garey L White | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John N Williams Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Charles G Williamson Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ann Orme Windley | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Brian C Wood | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| A Byron Young | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| James F Hardymon | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Erwin Roberts | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John Tobe | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Christopher Young | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Charles Shearer | ||||||||
| President | 40 | 217585 | 0 | 0 | X | |||
| William Pollard | ||||||||
| Vice President and Dean of the College | 40 | 143905 | 0 | 0 | X | |||
| Marc Mathews | ||||||||
| VP for Finance and Business | 40 | 110261 | 0 | 0 | X | |||
| Bradley Goan | ||||||||
| Dean of Admissions | 40 | 80887 | 0 | 0 | X | |||
| Sarah Emmons | ||||||||
| Director of Public Relations | 40 | 90131 | 0 | 0 | X | |||
| Michael Vetter | ||||||||
| Dean of Students | 40 | 107254 | 0 | 0 | X | |||
| Mark Blankenship | ||||||||
| Acting VP of Development | 40 | 84301 | 0 | 0 | X | |||
| Daniel Fulks | ||||||||
| Professor | 40 | 119586 | 0 | 0 | X | |||
| Michael Pepper | ||||||||
| Professor | 40 | 109435 | 0 | 0 | X | |||
| G Rod Erfani | ||||||||
| Professor | 40 | 106990 | 0 | 0 | X | |||
| Kathleen Jagger | ||||||||
| Professor | 40 | 108049 | 0 | 0 | X | |||
| Tylene Garrett | ||||||||
| Professor | 40 | 106320 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1384704 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Campus Services | |||||
| 9801 Washington Blvd | Gaithersburg | MD | 20878 | Food services contractor | 2332079 |
| SimplexGrinnell LP | |||||
| 973 Beasley Street | Lexington | KY | 40509 | Electrical Contractor | 184953 |
| Datatel Inc | |||||
| 4375 Fair Lakes Court | Fairfax | VA | 22033 | Software development | 167483 |
| Powell Walton Milward | |||||
| PO Box 2030 | Lexington | KY | 40588 | Insurance Broker | 166623 |
| Ruane Cunniff Goldfarb | |||||
| 767 Fifth Avenue Suite 47 | New York | NY | 10153 | Investment Management | 152980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 5497969 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 5497969 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | 26795123 | 26795123 | 0 | $0 |
| Room Board | 611710 | 6741208 | 6741208 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33536331 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1840165 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1840165 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -9022440 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9022440 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9022440 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9022440 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 194708 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 194708 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50091613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44593644 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1151686 | Total |
| Program Services | 515198 | ProgramServices |
| Management And General | 480632 | ManagementAndGeneral |
| Fundraising | 155856 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13192877 | Total |
| Program Services | 11324883 | ProgramServices |
| Management And General | 1555102 | ManagementAndGeneral |
| Fundraising | 312892 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21188 | Total |
| Program Services | 20488 | ProgramServices |
| Management And General | 700 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679652 | Total |
| Program Services | 1423578 | ProgramServices |
| Management And General | 250941 | ManagementAndGeneral |
| Fundraising | 5133 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1038766 | Total |
| Program Services | 860655 | ProgramServices |
| Management And General | 144522 | ManagementAndGeneral |
| Fundraising | 33589 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53895 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 53895 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39500 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 39500 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326099 | Total |
| Program Services | 277754 | ProgramServices |
| Management And General | 48345 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209047 | Total |
| Program Services | 148225 | ProgramServices |
| Management And General | 47919 | ManagementAndGeneral |
| Fundraising | 12903 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263611 | Total |
| Program Services | 263611 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516021 | Total |
| Program Services | 455325 | ProgramServices |
| Management And General | 43253 | ManagementAndGeneral |
| Fundraising | 17443 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580217 | Total |
| Program Services | 517940 | ProgramServices |
| Management And General | 62277 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3463976 | Total |
| Program Services | 3140680 | ProgramServices |
| Management And General | 323296 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373597 | Total |
| Management And General | 373597 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Student Financial Aid | 12649379 | 12649379 | 0 | 0 |
| Postage | 172590 | 112587 | 25896 | 34107 |
| Utilities | 1454622 | 1318861 | 135761 | 0 |
| Food Service | 1788040 | 1788040 | 0 | 0 |
| Other Instructional | 3800514 | 3016512 | 625281 | 158721 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42775277 | Total |
| Program Services | 37833716 | ProgramServices |
| Management And General | 4210917 | ManagementAndGeneral |
| Fundraising | 730644 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425343 | BOY |
| EOY | 1724926 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1900598 | BOY |
| EOY | 2009317 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425320 | BOY |
| EOY | 469927 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2356979 | BOY |
| EOY | 2364161 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569870 | BOY |
| EOY | 592246 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 117357726 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48887358 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69639355 | BOY |
| EOY | 68470368 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75118415 | BOY |
| EOY | 83365284 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330252 | BOY |
| EOY | 277536 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2391461 | BOY |
| EOY | 2475494 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153157593 | BOY |
| EOY | 161749259 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 562989 | BOY |
| EOY | 3191175 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645769 | BOY |
| EOY | 782602 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17113000 | BOY |
| EOY | 15652000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2402417 | BOY |
| EOY | 2452507 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915422 | BOY |
| EOY | 836644 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21639597 | BOY |
| EOY | 22914928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75374849 | BOY |
| EOY | 81623129 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10621695 | BOY |
| EOY | 9067873 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45521452 | BOY |
| EOY | 48143329 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131517996 | BOY |
| EOY | 138834331 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153157593 | BOY |
| EOY | 161749259 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 66628 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 2765460 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68510386 | BeginningOfYearBalance |
| Contributions | 2537844 | Contributions |
| Investment Earnings Or Losses | 10971541 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 5300000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 76719771 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82238890 | BeginningOfYearBalance |
| Contributions | 4135895 | Contributions |
| Investment Earnings Or Losses | -13714399 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4150000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 68510386 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7934671 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 7934671 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 75257140 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 75257140 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 15703431 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 15703431 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9658908 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 9658908 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8803576 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 48887358 | Depreciation |
| Book Value | -40083782 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68470368 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Assets held in trust by others | Description |
| Book Value | 2475494 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2475494 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuity Liability Payable | Description |
| Amount | $836,644 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 836644 | TotalOfAmounts |
| Total Revenue | 50091613 | TotalRevenue |
| Total Expenses | 42775277 | TotalExpenses |
| Excess Or Deficit For Year | 7316336 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 0 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $4,724,239 | OtherAmount |
| Total Adjustments | 4724239 | TotalAdjustments |
| Excess Or Deficit Per FS | 12040575 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55678109 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 55678109 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -5586496 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -5586496 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 50091613 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43637534 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43637534 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -862257 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -862257 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42775277 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | Works of art, rare books, drawings, portraits, historic documents, and medical textbooks related the University's 19th century College of Medicine are maintained by the University for educational and community historical purposes. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The University's endowment funds support current operations, scholarships and specific programs for excellence in teaching and faculty development. |
| SchD_P10_S00_L00 | Schedule D, Part X | The University is exempt from federal income tax under Section 501(c) (3) of the Internal Revenue Code except for any unrelated business income activities. No provision for income taxes has been made. The University adopted the provisions of FASB ASC 740-10 relating to uncertainty in income taxes on July 1, 2009. The implementation included evaluating the tax positions taken on all income tax returns that remain open to examination by the respective taxing authorities. The University does not believe that there are any uncertain tax positions on those returns that meet the requirement of FASB ASC 740-10 and therefore should be reflected in the financial statements. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 net income included in audited consolidated financial statements. Not included in this Form 990 as a separate form 990 is filed for this entity. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Bingham Funds for Excellence in Teaching at Transylvania University EIN 61-1129707 revenue included in audited consolidated financial statements, but not included in this Form 990 because a separate form 990 is filed for this entity. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 expenses included in audited consolidated financial statements but not included in this form 990 because a separate form 990 is filed for this entity. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | All publications contain a statement regarding Transylvania University's nondiscrimination policy. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The University's students are eligible to receive federal financial aid. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Charles Shearer | NamePerson |
| Base Compensation Filing Org | 197250 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 20335 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 217585 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The University makes a residence available for the use of the President. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| LFUCG IRB Series 2009A | ||||||
| 610858140 | 000528908 | 2009-03-11 | 6481606 | Project funding for building projects | 0 | 0 |
| LFUCG IRB Series 2009B | ||||||
| 610858140 | 000528920 | 2009-06-10 | 10498725 | Refund 1998 and 2000 series bonds | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6481606 | 0 | 0 | 0 | 121500 | 0 | 6360106 | 2009 | 0 | 0 | 1 | 1 |
| 10498725 | 10327893 | 0 | 170832 | 0 | 0 | 2009 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | A draft of form 990 is reviewed and approved by the Chair of the Finance Committee prior to filing. This is done at the delegation of the Board. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Transylvania University Annual Disclosure form is completed by each trustee and is forwarded to the Vice President for Finance and Business for review. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Compensation Committee of the Board reviews and approves compensation of the President. The President reviews and approves the compensation of all direct reports. The Director of Human Resources reviews and approves the compensation of all other employees. The Director of Human Resources uses CUPA-HR survey data to determine appropriate market salaries. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Governing documents are available through the Commonwealth of Kentucky Secretary of State. The conflict of interest policy and financial statements are available upon request to the Vice President for Finance and Business. The purpose of the request will be considered on a case-by-case basis. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bingham Fund for Excellence in Teaching at Transylvania University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N Broadway | AddressLine1 |
| City | Lexington | City |
| State | KY | State |
| ZIP Code | 40508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611129707 | EIN |
| Primary Activities | Promote excellence in teaching | PrimaryActivities |
| Legal Domicile State | KY | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | 509a2 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Transylvania University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Bingham Fund for Excellence in Teaching at Transylvania University | |
| b | 862257 |
| Bingham Fund for Excellence in Teaching at Transylvania University | |
| l | 0 |
| Bingham Fund for Excellence in Teaching at Transylvania University | |
| m | 0 |
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