2011-04-13T18:05:27-05:00 2010-05-31 Wilson Price CPA 3815 Interstate Ct Montgomery AL 36109 990 2009-06-01 630288811 BIRMINGHAM-SOUTHERN COLLEGE BIRM 2052264630 900 ARKADELPHIA ROAD BIRMINGHAM AL 35254 dr mark schantz 2052264630 2011-04-18 1 Carl A Barranco CPA 3342712200 2009 2016-02-24 21:20:13Z dr mark schantz 900 ARKADELPHIA ROAD BIRMINGHAM AL 35254 121816454 0 X WWW.BSC.EDU X 1856 AL 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. 62 62 1299 294 0 0 8327472 9255078 36157850 39953678 -936844 1453340 9098996 9595825 52647474 60257921 19440016 21536458 0 28096974 29592462 0 1083249 27220568 28129784 74757558 79258704 -22110084 -19000783 206321940 207964972 73579170 88447325 132742770 119517647 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. 0 0 71134329 21536458 40912130 EDUCATIONAL FACILITIES FOR STUDENTS DURING THE 2009-2010 SCHOOL YEAR. 71134329 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 147 0 1299 1 0 0 0 0 0 1 1 0 0 0 62 62 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL X X mr barry goss 2052264634 900 ARKADELPHIA ROAD BIRMINGHAM AL 35254 Ms Ann Evins Adams X 0 0 0 Mr W Michael Atchison X 0 0 0 Mr Carl F Bailey X 0 0 0 Mr David R Baker X 0 0 0 Mr John B Barnett III X 0 0 0 Mr Julian G Bishop X 0 0 0 Dr William H Bostick Jr X 0 0 0 Dr Peter Douglas Bunting X 0 0 0 Ms Karen Carroll X 0 0 0 MR W HOUSTON BLOUNT X 0 0 0 Dr G A Costanzo X 0 0 0 Mr Charles W Daniel X 0 0 0 Mr H Corbin Day X 0 0 0 Bishop Paul A Duffey Sr X 0 0 0 Rev J Walker Epps X 0 0 0 Mr Denson N Franklin III X 0 0 0 Mr T Morris Hackney X 0 0 0 Ms Marguerite Jones Harbert X 0 0 0 Mr Edward L Hardin X 0 0 0 Mr Donald E Hess X 0 0 0 Mr William C Hulsey X 0 0 0 Mr Philip C Jackson Jr X 0 0 0 Mr Donald M James X 0 0 0 Mr Frank A Jenkins III X 0 0 0 Mr John D Johns X 0 0 0 Dr Wayne W Killion Jr X 0 0 0 Mr Benny M LaRussa Jr X 0 0 0 Bishop Paul L Leeland X 0 0 0 Mr Alan C Livingston X 0 0 0 Mr Clay C Long X 0 0 0 Mr Thomas H Lowder X 0 0 0 Mr John J McMahon Jr X 0 0 0 Ms Katherine M McTyeire X 0 0 0 Ms Margaret Monaghan X 0 0 0 Dr Allen D Montgomery X 0 0 0 Bishop Robert C Morgan X 0 0 0 Dr William B Morgan X 0 0 0 Mr H Craft O'Neal X 0 0 0 Mr G Ruffner Page Jr X 0 0 0 Mr Charles Perry Jr X 0 0 0 Mr Harold William Ripps X 0 0 0 Mr C Dowd Ritter X 0 0 0 Mr Bruce F Rogers X 0 0 0 Mr George B Salem X 0 0 0 Mr Herbert A Sklenar X 0 0 0 Mr David M Smith X 0 0 0 Mr George A Smith Jr X 0 0 0 Dr S C Stanford X 0 0 0 Mr James T Stephens X 0 0 0 Mr Larry D Striplin Jr X 0 0 0 Mr Kevin Richard Stump Sr X 0 0 0 Mr William A Terry X 0 0 0 REV O'NEIL RIDGEWAY X 0 0 0 Dr Paulette Brignet Thompson X 0 0 0 Dr Wesley H Wachob X 0 0 0 Mr John Watts Sr X 0 0 0 Bishop William H Willimon X 0 0 0 Rev Robin C Wilson X 0 0 0 Dr Andrew R Wolfe X 0 0 0 Dr Paul D Wolfe X 0 0 0 Ms Delynn M Zell X 0 0 0 GARY DAVID POLLICK 40.00 X 460573 0 85788 ADELIA THOMPSON 40.00 X 163891 0 18050 LANE ESTES 40.00 X 127392 0 28788 KIMBERLY THRASHER 40.00 X 138382 0 19270 HARRY WAYNE SHEW 40.00 X 119497 0 26083 ANTHONY HAMBEY 40.00 X 118654 0 26525 MARY DUDLEY LONG 40.00 X 115086 0 20885 SHERI SALMON 40.00 X 107332 0 25973 JAMES WAGNON 40.00 X 107512 0 22138 MARK SCHANTZ 40.00 X 91639 0 10189 ROBERT JOE DEAN JR 40.00 X 159945 0 23438 ERNEST BYRON CHEW 40.00 X 155162 0 24046 A DUANE REBOUL 40.00 X 147906 0 25791 RONALD STUNDA 40.00 X 108133 0 21348 NATALIE DAVIS 40.00 X 102544 0 19090 2223648 0 397402 15 0 1 0 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 9 2376100 6878978 11069 9255078 TUITION & FEES 611710 39953678 39953678 39953678 1665768 1665768 51528 51528 51528 51528 56907517 57119945 -212428 -212428 -212428 5394637 4438588 956049 956049 DORM REVENUES 611710 7623648 7623648 OTHER REVENUES 611710 958452 958452 AUXILIARY ENTERPRISES 611710 6148 6148 8588248 60257921 40912130 0 10090713 21536458 21536458 2981830 2534556 387638 59636 19656890 16708356 2555396 393138 2090297 1776752 271739 41806 3375103 2868838 438763 67502 1488342 1265091 193484 29767 473187 402209 61514 9464 52024 44221 6763 1040 156200 132770 20306 3124 1615161 1372887 209971 32303 2328617 1979323 302721 46573 1692 1438 220 34 3157232 2683647 410440 63145 1672810 1421889 217465 33456 3754874 3191643 488134 75097 5951176 5058500 773653 119023 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 223575 190039 29064 4472 79258704 71134329 7041126 1083249 X 8500 8498 1241166 1229211 17536317 15734649 1077654 1283277 4682583 4968535 319707 315048 206251053 89259839 111322800 116991214 66376843 56636530 3756370 10798010 206321940 207964972 3834967 5960954 961215 1538812 40205000 50098265 17091064 17416780 11486924 13432514 73579170 88447325 X 36778001 18317547 16532437 16287366 79432332 84912734 132742770 119517647 206321940 207964972 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66388591 1477312 5390632 18445461 731217 54079857 100378165 3066859 -19924945 1619071 81901008 0.00000 1.00000 0.00000 0 0 2722836 2722836 148232820 52857047 95375773 22543498 15034512 7508986 16505613 14078561 2427052 16246286 7289719 8956567 116991214 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 56636530 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 10798010 SALARIES AND BENEFITS PAYABLE 3488495 ADVANCES FROM FEDERAL GOVERNMENT 1793824 ANNUITY PAYMENT LIABILITY 3650148 DEPOSITS HELD IN CUSTODY FOR OTHERS 1341243 INTEREST RATE SWAP VALUATION 1444015 BANK OVERDRAFT 1497177 LEASES PAYABLE 217612 13432514 60257921 79258704 -19000783 5297923 477737 5775660 -13225123 49483569 5297923 -20510863 -15212940 64696509 -4438588 -4438588 60257921 62708692 4438588 4438588 58270104 20988600 20988600 79258704 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. 1 1 1 THIS INFORMATION IS PUBLISHED IN THE COLLEGE'S CATALOG, IN NEWSPAPER PUBLICATIONS, AND ON THE COLLEGE'S WEBSITE. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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. 1 1 STUDENT AID & INSTITUTIONAL AWARDS 1438 21536458 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X 1 1 X X X 0 0 0 1 0 1 0 0 0 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 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 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 10941224 56000 10941224 2010 0 0 0 1 11046776 56000 11046776 2008 1 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 REGIONS BANK 5.000000000000 0 0 0 0 1 1 REGIONS BANK 7.000000000000 0 0 0 SCHOLARSHIPS 45500 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 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. BIRMINGHAM-SOUTHERN REAL ESTATE HOLDING LLC 900 ARKADELPHIA ROAD BIRMINGHAM AL 35254 205391329 REAL ESTATE AL 2285349 2668610 BIRMINGHAM-SOUTHERN COLLEGE