BIRMINGHAM-SOUTHERN COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BIRMINGHAM-SOUTHERN COLLEGE (EIN 63-0288811)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-13
- IRS object ID
- 201141039349300429
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-13T18:05:27-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson Price CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 Interstate Ct | AddressLine1 |
| City | Montgomery | City |
| State | AL | State |
| ZIP Code | 36109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288811 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRMINGHAM-SOUTHERN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BIRM | NameControl |
| Phone | 2052264630 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | dr mark schantz | Name |
| Title | INTERIM PRESIDENT | Title |
| Phone | 2052264630 | Phone |
| Date Signed | 2011-04-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carl A Barranco CPA | Name |
| Phone | 3342712200 | 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 | dr mark schantz | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 121816454 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BSC.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1856 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | BIRMINGHAM-SOUTHERN COLLEGE IS A FOUR-YEAR COLLEGIATE LIBERAL ARTS INSTITUTION OPERATING UNDER THE AUSPICES OF THE ALABAMA-WEST FLORIDA AND NORTH ALABAMA CONFERENCES OF THE UNITED METHODIST CHURCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 62 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 62 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1299 | TotalNbrEmployees |
| Total Nbr Volunteers | 294 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8327472 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9255078 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36157850 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39953678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -936844 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1453340 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9098996 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9595825 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52647474 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60257921 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19440016 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21536458 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28096974 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29592462 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1083249 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27220568 | OtherExpensePriorYear |
| Other Expenses Current Year | 28129784 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 74757558 | TotalExpensesPriorYear |
| Total Expenses Current Year | 79258704 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22110084 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -19000783 | RevenuesLessExpensesCY |
| Total Assets BOY | 206321940 | TotalAssetsBOY |
| Total Assets EOY | 207964972 | TotalAssetsEOY |
| Total Liabilities BOY | 73579170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 88447325 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 132742770 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 119517647 | NetAssetsOrFundBalancesEOY |
| Mission Description | BIRMINGHAM-SOUTHERN COLLEGE PROVIDES A LIBERAL ARTS EDUCATION OF DISTINCTIVE QUALITY. THE COLLEGE CHALLENGES STUDENTS TO THINK INDEPENDENTLY, TO EXAMINE THE ARTS AND SCIENCES AESTHETICALLY AND CRITICALLY, AND TO COMMUNICATE CLEARLY. IT FOSTERS THE ADVANCEMENT OF SCHOLARSHIP, PERSONAL AND RESOURCEFUL LEARNING, AND COMPREHENSIVE ADVISING. BIRMINGHAM-SOUTHERN COLLEGE, A FOUR YEAR INSTITUTION OF HIGHER EDUCATION, OPERATES UNDER THE AUSPICES OF THE ALABAMA-WEST FLORIDA AND NORTH ALABAMA CONFERENCES OF THE UNITED METHODIST CHURCH, WITH ITS MOST RESPONSIBLE SERVICE TO THE CHURCH BEING TO PERFORM ITS EDUCATIONAL MISSION WITH DISTINCTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71134329 | Expense |
| Grants | 21536458 | Grants |
| Revenue | 40912130 | Revenue |
| Description | EDUCATIONAL FACILITIES FOR STUDENTS DURING THE 2009-2010 SCHOOL YEAR. | Description |
| Total Program Service Expense | 71134329 | 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 | 0 | 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 | 1 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 147 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1299 | 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 |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 62 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 62 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | mr barry goss | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2052264634 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (76 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Ms Ann Evins Adams | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr W Michael Atchison | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Carl F Bailey | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr David R Baker | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr John B Barnett III | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Julian G Bishop | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr William H Bostick Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Peter Douglas Bunting | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Ms Karen Carroll | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MR W HOUSTON BLOUNT | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr G A Costanzo | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Charles W Daniel | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr H Corbin Day | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Bishop Paul A Duffey Sr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Rev J Walker Epps | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Denson N Franklin III | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr T Morris Hackney | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Ms Marguerite Jones Harbert | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Edward L Hardin | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Donald E Hess | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr William C Hulsey | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Philip C Jackson Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Donald M James | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Frank A Jenkins III | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr John D Johns | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Wayne W Killion Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Benny M LaRussa Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Bishop Paul L Leeland | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Alan C Livingston | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Clay C Long | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Thomas H Lowder | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr John J McMahon Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Ms Katherine M McTyeire | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Ms Margaret Monaghan | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Allen D Montgomery | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Bishop Robert C Morgan | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr William B Morgan | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr H Craft O'Neal | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr G Ruffner Page Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Charles Perry Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Harold William Ripps | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr C Dowd Ritter | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Bruce F Rogers | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr George B Salem | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Herbert A Sklenar | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr David M Smith | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr George A Smith Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr S C Stanford | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr James T Stephens | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Larry D Striplin Jr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr Kevin Richard Stump Sr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr William A Terry | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| REV O'NEIL RIDGEWAY | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Paulette Brignet Thompson | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Wesley H Wachob | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Mr John Watts Sr | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Bishop William H Willimon | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Rev Robin C Wilson | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Andrew R Wolfe | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Dr Paul D Wolfe | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| Ms Delynn M Zell | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| GARY DAVID POLLICK | |||||||
| PRESIDENT | 460573 | 0 | 85788 | 40.00 | X | ||
| ADELIA THOMPSON | |||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 163891 | 0 | 18050 | 40.00 | X | ||
| LANE ESTES | |||||||
| VICE PRESIDENT FOR ADMINSTRATION | 127392 | 0 | 28788 | 40.00 | X | ||
| KIMBERLY THRASHER | |||||||
| VICE PRESIDENT FOR FINANCE | 138382 | 0 | 19270 | 40.00 | X | ||
| HARRY WAYNE SHEW | |||||||
| INTERIM PROVOST | 119497 | 0 | 26083 | 40.00 | X | ||
| ANTHONY HAMBEY | |||||||
| VICE PRESIDENT FOR IT | 118654 | 0 | 26525 | 40.00 | X | ||
| MARY DUDLEY LONG | |||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | 115086 | 0 | 20885 | 40.00 | X | ||
| SHERI SALMON | |||||||
| DEAN OF ENROLLMENT MANAGEMENT | 107332 | 0 | 25973 | 40.00 | X | ||
| JAMES WAGNON | |||||||
| viCE PRESIDENT FOR COMMUNICATIONS | 107512 | 0 | 22138 | 40.00 | X | ||
| MARK SCHANTZ | |||||||
| PROVOST | 91639 | 0 | 10189 | 40.00 | X | ||
| ROBERT JOE DEAN JR | |||||||
| ATHLETIC DIRECTOR | 159945 | 0 | 23438 | 40.00 | X | ||
| ERNEST BYRON CHEW | |||||||
| PROFESSOR OF MANAGEMENT | 155162 | 0 | 24046 | 40.00 | X | ||
| A DUANE REBOUL | |||||||
| INSTRUCTIONAL STAFF-PHYSICAL ACTIVI | 147906 | 0 | 25791 | 40.00 | X | ||
| RONALD STUNDA | |||||||
| ASSOCIATE PROFESSOR OF ACCOUNTING | 108133 | 0 | 21348 | 40.00 | X | ||
| NATALIE DAVIS | |||||||
| PROFESSOR OF POLITICAL SCIENCE | 102544 | 0 | 19090 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2223648 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 397402 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | 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 |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 1101 MARKET STREET 24TH FLOOR | PHILADELPHIA | PA | 191072988 | FOOD SERVICE | 3792889 |
| JOHNSON KREIS | |||||
| PO BOX 381056 | BIRMINGHAM | AL | 35238 | CONSTRUCTION | 3238354 |
| ARCHITECTURE WORKS | |||||
| 130 19TH STREET SOUTH | BIRMINGHAM | AL | 352331916 | ARCHITECTURE & DESIGN | 432605 |
| DERCK & EDSON ASSOCIATES | |||||
| 33 SOUTH BROAD STREET | LITITZ | PA | 17543 | arCHITECTURE & DESIGN | 258803 |
| BLACKJACK HORTICULTURE INC | |||||
| 5549 DERBY DRIVE | BIRMINGHAM | AL | 35210 | landscaping & design | 136183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 2376100 | GovernmentGrants |
| All Other Contributions | 6878978 | AllOtherContributions |
| Noncash Contributions | 11069 | NoncashContributions |
| Total Contributions | 9255078 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 39953678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39953678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39953678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1665768 | TotalRevenueColumn |
| Exclusion | $1,665,768 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51528 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51528 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51528 | TotalRevenueColumn |
| Exclusion | $51,528 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56907517 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57119945 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -212428 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -212428 | TotalRevenueColumn |
| Exclusion | -$212,428 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5394637 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4438588 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 956049 | TotalRevenueColumn |
| Exclusion | $956,049 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| DORM REVENUES | 611710 | 7623648 | $7,623,648 | |
| OTHER REVENUES | 611710 | 958452 | 958452 | |
| AUXILIARY ENTERPRISES | 611710 | 6148 | $6,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8588248 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60257921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40912130 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,090,713 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21536458 | Total |
| Program Services | 21536458 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2981830 | Total |
| Program Services | 2534556 | ProgramServices |
| Management And General | 387638 | ManagementAndGeneral |
| Fundraising | 59636 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19656890 | Total |
| Program Services | 16708356 | ProgramServices |
| Management And General | 2555396 | ManagementAndGeneral |
| Fundraising | 393138 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2090297 | Total |
| Program Services | 1776752 | ProgramServices |
| Management And General | 271739 | ManagementAndGeneral |
| Fundraising | 41806 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3375103 | Total |
| Program Services | 2868838 | ProgramServices |
| Management And General | 438763 | ManagementAndGeneral |
| Fundraising | 67502 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1488342 | Total |
| Program Services | 1265091 | ProgramServices |
| Management And General | 193484 | ManagementAndGeneral |
| Fundraising | 29767 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473187 | Total |
| Program Services | 402209 | ProgramServices |
| Management And General | 61514 | ManagementAndGeneral |
| Fundraising | 9464 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52024 | Total |
| Program Services | 44221 | ProgramServices |
| Management And General | 6763 | ManagementAndGeneral |
| Fundraising | 1040 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156200 | Total |
| Program Services | 132770 | ProgramServices |
| Management And General | 20306 | ManagementAndGeneral |
| Fundraising | 3124 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1615161 | Total |
| Program Services | 1372887 | ProgramServices |
| Management And General | 209971 | ManagementAndGeneral |
| Fundraising | 32303 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2328617 | Total |
| Program Services | 1979323 | ProgramServices |
| Management And General | 302721 | ManagementAndGeneral |
| Fundraising | 46573 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1692 | Total |
| Program Services | 1438 | ProgramServices |
| Management And General | 220 | ManagementAndGeneral |
| Fundraising | 34 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3157232 | Total |
| Program Services | 2683647 | ProgramServices |
| Management And General | 410440 | ManagementAndGeneral |
| Fundraising | 63145 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672810 | Total |
| Program Services | 1421889 | ProgramServices |
| Management And General | 217465 | ManagementAndGeneral |
| Fundraising | 33456 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3754874 | Total |
| Program Services | 3191643 | ProgramServices |
| Management And General | 488134 | ManagementAndGeneral |
| Fundraising | 75097 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5951176 | Total |
| Program Services | 5058500 | ProgramServices |
| Management And General | 773653 | ManagementAndGeneral |
| Fundraising | 119023 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ADMINISTRATIVE and gene | 6886260 | 6387281 | 432449 | 66530 |
| REPAIRS & MAINTENANCE | 1031768 | 877003 | 134130 | 20635 |
| student projects/events | 448309 | 381063 | 58280 | 8966 |
| bad debt | 201842 | 171566 | 26239 | 4037 |
| personnel recruitment | 175057 | 148799 | 22757 | 3501 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223575 | Total |
| Program Services | 190039 | ProgramServices |
| Management And General | 29064 | ManagementAndGeneral |
| Fundraising | 4472 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79258704 | Total |
| Program Services | 71134329 | ProgramServices |
| Management And General | 7041126 | ManagementAndGeneral |
| Fundraising | 1083249 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8500 | BOY |
| EOY | 8498 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1241166 | BOY |
| EOY | 1229211 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17536317 | BOY |
| EOY | 15734649 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1077654 | BOY |
| EOY | 1283277 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4682583 | BOY |
| EOY | 4968535 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319707 | BOY |
| EOY | 315048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 206251053 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 89259839 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111322800 | BOY |
| EOY | 116991214 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66376843 | BOY |
| EOY | 56636530 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3756370 | BOY |
| EOY | 10798010 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206321940 | BOY |
| EOY | 207964972 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3834967 | BOY |
| EOY | 5960954 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961215 | BOY |
| EOY | 1538812 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40205000 | BOY |
| EOY | 50098265 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17091064 | BOY |
| EOY | 17416780 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11486924 | BOY |
| EOY | 13432514 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73579170 | BOY |
| EOY | 88447325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36778001 | BOY |
| EOY | 18317547 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16532437 | BOY |
| EOY | 16287366 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79432332 | BOY |
| EOY | 84912734 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132742770 | BOY |
| EOY | 119517647 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206321940 | BOY |
| EOY | 207964972 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66388591 | BeginningOfYearBalance |
| Contributions | 1477312 | Contributions |
| Investment Earnings Or Losses | 5390632 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18445461 | GrantsOrScholarships |
| Other Expenditures | 731217 | OtherExpenditures |
| End Of Year Balance | 54079857 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100378165 | BeginningOfYearBalance |
| Contributions | 3066859 | Contributions |
| Investment Earnings Or Losses | -19924945 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1619071 | GrantsOrScholarships |
| End Of Year Balance | 81901008 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2722836 | OtherCostOrOtherBasis |
| Book Value | 2722836 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 148232820 | OtherCostOrOtherBasis |
| Depreciation | 52857047 | Depreciation |
| Book Value | 95375773 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22543498 | OtherCostOrOtherBasis |
| Depreciation | 15034512 | Depreciation |
| Book Value | 7508986 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16505613 | OtherCostOrOtherBasis |
| Depreciation | 14078561 | Depreciation |
| Book Value | 2427052 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16246286 | OtherCostOrOtherBasis |
| Depreciation | 7289719 | Depreciation |
| Book Value | 8956567 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 116991214 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET | 2987158 | F |
| U.S. GOVERNMENT SECURITIES | 2334904 | F |
| MORTGAGE-BACKED SECURITIES | 3326308 | F |
| CORPORATE & MUNICIPAL BONDS | 8031977 | F |
| STOCKS | 22402746 | F |
| INTERNATIONAL EQUITIES | 6009703 | F |
| OTHER | 951117 | F |
| HEDGE FUNDS | 10592617 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 56636530 | TotalOfBookValueSecurities |
Other Assets OtherAssets (10 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM TRUSTS AND ESTATES | 2518801 |
| OTHER ASSETS | 422389 |
| PREPAID INSURANCE AND EXPENSES | 123839 |
| DEPOSITS | 405825 |
| BOND ISSUE COSTS | 310903 |
| BOND ISSUE DISCOUNTS | 381267 |
| defERRED COMMISSIONS | 401000 |
| INVESTMENT IN REAL ESTATE | 39146 |
| OTHER ACCOUNTS/PLEDGES RECEIVABLE | 1403002 |
| BOND RECEIVABLE | 4791838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10798010 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SALARIES AND BENEFITS PAYABLE | $3,488,495 |
| ADVANCES FROM FEDERAL GOVERNMENT | $1,793,824 |
| ANNUITY PAYMENT LIABILITY | $3,650,148 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $1,341,243 |
| INTEREST RATE SWAP VALUATION | $1,444,015 |
| BANK OVERDRAFT | $1,497,177 |
| LEASES PAYABLE | $217,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13432514 | TotalOfAmounts |
| Total Revenue | 60257921 | TotalRevenue |
| Total Expenses | 79258704 | TotalExpenses |
| Excess Or Deficit For Year | -19000783 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5297923 | NetUnrealizedGLOnInvestments |
| Other | $477,737 | OtherAmount |
| Total Adjustments | 5775660 | TotalAdjustments |
| Excess Or Deficit Per FS | -13225123 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 49483569 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5297923 | NetUnrealizedGainsInvestments |
| Other Revenues | -20510863 | OtherRevenues |
| Revenue Not Rptd F990 | -15212940 | RevenueNotRptdF990 |
| Revenue Subtotal | 64696509 | RevenueSubtotal |
| Other Revenues Not Included | -4438588 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4438588 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 60257921 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62708692 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4438588 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4438588 | ExpensesNotRptdF990 |
| Expenses Subtotal | 58270104 | ExpensesSubtotal |
| Other Expenses Not Included | 20988600 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20988600 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 79258704 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS, FELLOWSHIPS, AND PROFESSORSHIPS. THE GOALS OF ENDOWMENT FUNDS ARE TO SUPPORT STUDENTS, FACULTY, STAFF AND PROGRAMS OF THE COLLEGE. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | In June 2009, the College adopted the provisions of FASB guidance relating to uncertainty in income taxes. This guidance requires entities to assess their uncertain tax positions for the likelihood that they would be overturned upon Internal Revenue Service (IRS) examination or upon examination by state taxing authorities. In accordance with this guidance, the College has determined that it does not have any positions at May 31, 2010, that it would be unable to substantiate. Prior to implementation, disclosure requirements were governed by the guidance for contingencies. The College has filed its tax returns through May 31, 2009. The tax returns for years ended May 31, 2007, and thereafter are subject to audit by the taxing authorities. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 477737. | |
| Part XII, Line 2d - Other Adjustments: | INSTITUTIONAL AWARDS: -20988600. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 477737. | |
| Part XII, Line 4b - Other Adjustments: | COST OF GOODS SOLD: -4438588. | |
| Part XIII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 4438588. | |
| Part XIII, Line 4b - Other Adjustments: | INSTITUTIONAL AWARDS: 20988600. |
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 | THIS INFORMATION IS PUBLISHED IN THE COLLEGE'S CATALOG, IN NEWSPAPER PUBLICATIONS, AND ON THE COLLEGE'S WEBSITE. | 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 | BIRMINGHAM SOUTHERN RECEIVES STUDENT AID FUNDS THROUGH THE DEPARTMENT OF EDUCATION FOR SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG), PELL GRANTS, FEDERAL WORK STUDY GRANTS, FAMILY EDUCATIONAL LOANS, ACADEMIC COMPETITIVENESS GRANTS, AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT AID & INSTITUTIONAL AWARDS | TypeOfGrant |
| Number Of Recipients | 1438 | NumberOfRecipients |
| Amount Of Cash Grant | 21536458 | AmountOfCashGrant |
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: BIRMINGHAM-SOUTHERN COLLEGE HAS WRITTEN CRITERIA FOR SCHOLARSHIPS AND GRANTS WHICH REQUIRE FORMAL APPLICATION OR NOMINATION. THIS PAPER TRAIL IS USED FOR INTERNAL REPORTS, AUDITS, AND DONOR REPORTS. FUNDS ARE TRACKED IN OUR DATABASE SOFTWARE AND INDIVIDUAL FILES ARE MAINTAINED OF GRANT/SCHOLARSHIP RECIPIENTS. ALL MATERIAL IS SUBJECT TO AUDIT. GRANT/SCHOLARSHIP CRITERIA IS REVIEWED PRIOR TO DISBURSEMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | 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 (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY DAVID POLLICK | |||||||||||||
| 391775 | 0 | 36314 | 0 | 32484 | 0 | 79451 | 0 | 6337 | 0 | 546361 | 0 | 495461 | 0 |
| ADELIA THOMPSON | |||||||||||||
| 163891 | 0 | 0 | 0 | 0 | 0 | 11713 | 0 | 6337 | 0 | 181941 | 0 | 176874 | 0 |
| LANE ESTES | |||||||||||||
| 127392 | 0 | 0 | 0 | 0 | 0 | 20125 | 0 | 8663 | 0 | 156180 | 0 | 148603 | 0 |
| KIMBERLY THRASHER | |||||||||||||
| 138382 | 0 | 0 | 0 | 0 | 0 | 10607 | 0 | 8663 | 0 | 157652 | 0 | 151604 | 0 |
| ROBERT JOE DEAN JR | |||||||||||||
| 159945 | 0 | 0 | 0 | 0 | 0 | 19598 | 0 | 3840 | 0 | 183383 | 0 | 176319 | 0 |
| ERNEST BYRON CHEW | |||||||||||||
| 155162 | 0 | 0 | 0 | 0 | 0 | 23653 | 0 | 393 | 0 | 179208 | 0 | 174052 | 0 |
| A DUANE REBOUL | |||||||||||||
| 147906 | 0 | 0 | 0 | 0 | 0 | 19723 | 0 | 6068 | 0 | 173697 | 0 | 170231 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 5 | the president of the College receives deferred compensation based on the same rate of return as endowment earnings |
| Part I, Line 6 | the president of the College receives deferred compensation based on the same rate of return as endowment earnings |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|
| PRIVATE COLLEGES AND UNIVERSITIES FACILITIES AUTHORITY | |||||
| 521297592 | 2009-08-07 | 11100000 | TO CONSTRUCT STUDENT DORMS | 0 | 0 |
| PRIVATE COLLEGES AND UNIVERSITIES FACILITIES AUTHORITY | |||||
| 521297592 | 2009-08-07 | 11000000 | TO CONSTRUCT STUDENT DORMS | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 10941224 | 56000 | 10941224 | 2010 | 0 | 0 | 0 | 1 |
| 11046776 | 56000 | 11046776 | 2008 | 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 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| REGIONS BANK | ||||||
| 0 | 1 | 1 | 5.000000000000 | 0 | 0 | 0 |
| REGIONS BANK | ||||||
| 0 | 1 | 1 | 7.000000000000 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIPS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 45500 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JT STEPHENS | |||
| EBSCO INDUSTRIES-CHAIRMAN OF THE BOARD; bsc-executive chairman of the board | 316415 | SUBSCRIPTION SERVICES, DATABASES, PRINTING AND INFORMATION PACKAGING | 0 |
| C DOWD RITTER | |||
| REGIONS FINANCIAL CORP-CHAIRMAN OF THE BOARD; BSC-BOARD OF TRUSTEES MEMBER | 1851799 | INTEREST EXPENSE, REFINANCE COSTS, INVESTMENT MANAGMENT FEES | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | MR. GEORGE A. SMITH, JR. AND MR. DAVID M. SMITH - FAMILY RELATIONSHIP MR. CHARLES PERRY, JR. AND MR. WILLIAM A. TERRY - BUSINESS RELATIONSHIP MR. W. MIKE ATCHISON AND MR. EDWARD L. HARDIN - BUSINESS RELATIONSHIP BISHOP ROBERT C. MORGAN AND DR. WILLIAM B. MORGAN - FAMILY RELATIONSHIP BISHOP WILLIAM H. WILLIMON, DR. WILLIAM B. MORGAN, REV. O'NEIL RIDGEWAY, AND DR. ANDREW R. WOLFE - BUSINESS RELATIONSHIP BISHOP PAUL L. LEELAND, REV. J. WALKER EPPS, DR. WESLEY H. WACHOB, DR. PAUL D. WOLFE, AND REV. ROBIN C. WILSON - BUSINESS RELATIONSHIP |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 WAS PROVIDED TO THE COMPENSATION COMMITTEE AND AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT IS GIVEN TO ALL BOARD MEMBERS ANNUALLY. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE ALSO GIVEN TO ALL PRINCIPAL ADMINISTRATIVE OFFICERS AND OTHER EMPLOYEES AS MAY BE DEEMED APPROPRIATE. THE SIGNED STATEMENTS ARE REVIEWED AND FOLLOW UP IS COMPLETED IF NECESSARY. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE PRESIDENT'S EMPLOYMENT CONTRACT. THE PRESIDENT AND PROVOST REVIEW AND APPROVE THE FACULTY EMPLOYMENT CONTRACTS. ALL EMPLOYEE'S SALARIES ARE DISCUSSED AND APPROVED BEFORE THE ANNUAL REVIEW PROCESS. |
| Form 990, Part VI, Section C, line 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST |
| Form 990, Part XI, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRMINGHAM-SOUTHERN REAL ESTATE HOLDING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ARKADELPHIA ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205391329 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Total Income | 2285349 | TotalIncome |
| EOY Assets | 2668610 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRMINGHAM-SOUTHERN COLLEGE | BusinessNameLine1 |