2011-05-13T14:25:36-04:00 2010-06-30 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2009-07-01 560530003 QUEENS UNIVERSITY OF CHARLOTTE QUEE 7043372305 1900 SELWYN AVENUE CHARLOTTE NC 28274 SUSAN GARY 2011-05-13 true 3362753394 2009 2016-02-24 21:20:13Z DR PAMELA L DAVIES PHD 1900 SELWYN AVENUE CHARLOTTE NC 28274 74728419 false X WWW.QUEENS.EDU X 1896 NC QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENTS' LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. 36 36 940 144 -12589 -18145 14963831 13946006 36089821 43144897 -116857 -2095036 -1901 0 50934894 54995867 9955076 11202082 0 0 22547421 25070401 0 0 1585778 16088183 18369362 48590680 54641845 2344214 354022 122163097 129078888 35985948 36496705 86177149 92582183 QUEENS UNIVERSITY OF CHARLOTTE PROVIDES EDUCATIONAL EXPERIENCES THAT TRANSFORM STUDENT'S LIVES AND FOSTER PERSONAL AND PROFESSIONAL SUCCESS. false false 37783469 11202082 36880686 QUEENS UNIVERSITY OF CHARLOTTE IS A PRIVATE, CO-EDUCATIONAL, PRESBYTERIAN-AFFILIATED COMPREHENSIVE UNIVERSITY WITH A COMMITMENT TO BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES. LOCATED IN THE HEART OF HISTORIC CHARLOTTE, QUEENS SERVES APPROXIMATELY 2,700 UNDERGRADUATE AND GRADUATE STUDENTS THROUGH ITS COLLEGE OF ARTS AND SCIENCES, THE MCCOLL SCHOOL OF BUSINESS, THE ANDREW BLAIR COLLEGE OF HEALTH WHICH FEATURES THE PRESBYTERIAN SCHOOL OF NURSING, THE WAYLAND H. CATO, JR. SCHOOL OF EDUCATION, THE KNIGHT SCHOOL OF COMMUNICATION AND THE HAYWORTH COLLEGE FOR ADULT STUDIES. 37783469 true true false false false false false false true true false true true false false false false false false false false false true true false false false false false false false false true true false false false true false false false true 264 0 true 940 true true true false false false false true true false false false false false false 36 36 false false true false false false false true true false false true true false false true true true false false X SUSAN GARY 7043372305 1900 SELWYN AVENUE CHARLOTTE NC 28274 BENJAMIN P JENKINS III 1.0 X 0 0 0 SALLIE MOORE LOWRANCE 1.0 X 0 0 0 JOSEPH W GRIER JR 1.0 X 0 0 0 KATHRYN WINSMAN BLACK 1.0 X 0 0 0 DEBORAH BUTLER BRYAN 1.0 X 0 0 0 ANGELINE MASSEY CLINTON 1.0 X 0 0 0 MARGORIE KNIGHT CRANE 1.0 X 0 0 0 ELIZABETH RIVERS CURRY 1.0 X 0 0 0 DONNA JONES DEAN 1.0 X 0 0 0 FRANCES DEARMON EVANS 1.0 X 0 0 0 MARY ELIZABETH PUETTE FRANCIS 1.0 X 0 0 0 SARAH BELK GAMBRELL 1.0 X 0 0 0 KATHRYN L GRIGG 1.0 X 0 0 0 IRVIN W HANKINS III 1.0 X 0 0 0 W BENJAMIN HAWFIELD JR 1.0 X 0 0 0 CARSON SLOAN HENLINE 1.0 X 0 0 0 LYTTLETON RICH HOLLOWELL 1.0 X 0 0 0 LENIOR C KEESLER 1.0 X 0 0 0 SEAN KELLY 1.0 X 0 0 0 JUDITH MOORE LEONARD 1.0 X 0 0 0 THOMAS L LEWIS 1.0 X 0 0 0 MICHAEL MARSICANO 1.0 X 0 0 0 KITTY TILGHMAN MCEADDY 1.0 X 0 0 0 A WARD MCKEITHEN 1.0 X 0 0 0 BAILEY PATRICK 1.0 X 0 0 0 KEITH MCKENNA PENSION 1.0 X 0 0 0 DAVID L POPE 1.0 X 0 0 0 A ALEX PORTER 1.0 X 0 0 0 MYRTA JANE PULLIAM 1.0 X 0 0 0 THOMAS REDDIN 1.0 X 0 0 0 MA ROGERS 1.0 X 0 0 0 C BRENT TREXLER JR 1.0 X 0 0 0 CYNTHIA HALDENBY TYSON 1.0 X 0 0 0 F WILLIAM VANDIVER JR 1.0 X 0 0 0 JO DEWITT WILSON 1.0 X 0 0 0 MANUEL ZAPATA 1.0 X 0 0 0 PAMELA LEWIS DAVIES 60.0 X 300530 0 83681 WILLIAM CLYDE 50.0 X 204373 0 46988 JAMES BULLOCK 50.0 X 198852 0 40289 BRIAN RALPH 50.0 X 151141 0 35920 SUSAN GARY 50.0 X 117635 0 32269 REBECCA ANDERSON 50.0 X 115062 0 36167 WILLIAM A NICHOLS JR 50.0 X 103804 0 14782 CHRISTY MAJORS 40.0 X 65631 0 13323 TAMARA BURRELL 40.0 X 50223 0 11078 WILLIAM CODY 40.0 X 159149 0 22325 TERRY BRODERICK 40.0 X 150000 0 375 GARY POWELL 40.0 X 140273 29100 14806 ROBERT FINLEY 40.0 X 136599 19600 34187 WILLIAM SPARKS 40.0 X 120703 29600 19949 CHARLES BAMFORD 40.0 X 127023 12500 15431 S CATHERINE ANDERSON 40.0 X 101964 29250 34690 2242962 120050 456260 18 false true false BLUE CROSS BLUE SHIELD OF NORTH CAR PO BOX 30071 DURHAM NC 27702 HEALTH INSURANCE 2234167 COMPASS GROUP USA INC 2400 YORKMONT ROAD CHARLOTTE NC 28217 FOOD SVCS/CATERING 2236277 RODGER'S BUILDERS INC PO BOX 18446 CHARLOTTE NC 28218 CONSTRUCTION - RENOV 416425 OCE' BUSINESS SERVICES INC 12534 COLLECTIONS CENTER DRIVE CHIGAGO IL 60693 MAIL & PRINTING 354067 WELLS FARGO INSURANCE SERVICES USA 6100 FAIRVIEW ROAD SUITE 1400 CHARLOTTE NC 28210 INSURANCE SERVICES 342829 35 3413575 10532431 318820 13946006 TUITION AND FEES 900099 35466850 35466850 0 0 AUXILIARY ENTERPRISES 900099 6264211 0 0 6264211 OTHER INCOME 900099 1413836 1413836 0 0 43144897 567241 0 -12589 579830 0 0 17070275 0 19732552 0 -2662277 0 -2662277 -2662277 0 0 0 0 0 0 0 0 0 0 54995867 36880686 -12589 4181764 0 0 11202082 11202082 0 0 0 0 1843499 728687 932222 182590 0 0 0 0 18632715 14568712 3292400 771603 828864 517762 263345 47757 2361184 1232218 1003464 125502 1404139 813222 536977 53940 0 0 0 0 60514 0 60514 0 174685 0 174685 0 0 0 0 0 0 0 145763 0 145763 0 337942 0 337942 0 509567 235983 183346 90238 1376973 650659 666585 59729 158089 47755 108706 1628 10699 1410 9289 0 1368529 1219618 148911 0 1061391 720941 319867 20583 0 0 0 0 15540 8912 6628 0 26213 0 26213 0 0 0 0 0 3465359 3465359 0 0 374090 476 373614 0 SERVICES PURCHASED/MAINT. 3602209 1837252 1739667 25290 ENRICHMENT 4147449 235636 3776490 135323 RECRUITMENT 120874 67976 30295 22603 MEMBERSHIPS 349653 60440 282528 6685 BAD DEBT EXPENSE 712050 0 712050 0 351773 168369 141097 42307 54641845 37783469 15272598 1585778 4811839 6386467 9471718 1464796 8488865 11036252 0 0 305176 218882 94044858 36048794 57134444 57996064 25644344 28270528 15886640 23539420 420071 166479 122163097 129078888 7352137 8956375 188900 188900 22470000 22120000 5974911 5231430 35985948 36496705 X 56039551 55922548 18029361 24200769 12108237 12458866 86177149 92582183 122163097 129078888 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41069806 1038026 3234862 2277781 43064913 49267575 1582227 -7357911 2422085 41069806 0.77000 0.21000 0.02000 true false 260000 260000 64969471 19790035 45179436 11094500 8442964 2651536 17720886 7815794 9905092 57996064 PERPETUAL TRUSTS 3483669 F HEDGE FUNDS 13832807 F REAL ESTATE FUNDS AND LPS 3134747 F PRIVATE EQUITY LPS 2824015 F OTHER INVESTMENTS 264182 F 23539420 0 DEPOSITS 671678 CAPITAL LEASE OBLIGATION 327752 LINE OF CREDIT 4232000 5231430 Endowment Funds Schedule D, Part V The intended uses of the university's endowment funds are for scholarships, professorships, faculty development, buildings & grounds, library, academic, and other. true true true QUEENS UNIVERSITY OF CHARLOTTE PUBLISHED THE FOLLOWING STATEMENT IN ITS ADMISSION MATERIALS, STUDENT APPLICATION, AND IN ITS MEDIA ADVERTISEMENTS: "ADMISSION IS GRANTED TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, AGE, CREED, HANDICAP, OR NATIONAL OR ETHNIC ORIGIN." true true true true false false false false false false false false true false THE UNIVERSITY PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL ACADEMIC COMPETITIVENESS GRANTS (ACG), FEDERAL NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS (NATIONAL SMART GRANT), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL SUBSIDIZED STAFFORD LOANS, FEDERAL UNSUBSIDIZED STAFFORD LOANS, FEDERAL PERKINS LOANS, FEDERAL PARENT (PLUS) LOANS, AND FEDERAL WORK STUDY PROGRAM. THE UNIVERSITY ALSO RECEIVES VARIOUS FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH. true true WORK STUDY PROGRAMS 135 33667 STUDENT AID SCHOLARSHIPS 1181 11168415 Monitoring the use of grants Schedule I, Part I, Line 2 Scholarships and Fellowships are awarded by Queens University of Charlotte to students based on their academic achievement, talent in the fine arts, and participation in intercollegiate athletics. The awards are based on their performance levels. Students are also awarded need-based scholarships and grants based on their need as established by completing the Free Application for Federal Student Aid (FAFSA) and, if applicable, by specific criteria and guidelines for other federal and state programs. X X true true X X X X X false false false false false false false false false PAMELA LEWIS DAVIES 236002 0 54663 0 9865 0 34250 0 49431 0 384211 0 0 0 WILLIAM CLYDE 183473 0 20900 0 0 0 29186 0 17802 0 251361 0 0 0 JAMES BULLOCK 171852 0 19800 0 7200 0 22500 0 17789 0 239141 0 0 0 BRIAN RALPH 135102 0 15950 0 89 0 14614 0 21306 0 187061 0 0 0 REBECCA ANDERSON 102852 0 12210 0 0 0 18550 0 17617 0 151229 0 0 0 WILLIAM CODY 142826 0 13323 0 3000 0 15908 0 6417 0 181474 0 0 0 TERRY BRODERICK 150000 0 0 0 0 0 0 0 375 0 150375 0 0 0 GARY POWELL 108273 29100 0 0 32000 0 8235 0 6571 0 155079 29100 0 0 ROBERT FINLEY 115878 19600 0 0 20721 0 27837 0 6350 0 170786 19600 0 0 WILLIAM SPARKS 94563 29600 0 0 26140 0 13638 0 6311 0 140652 29600 0 0 CHARLES BAMFORD 121023 12500 0 0 6000 0 15128 0 303 0 142454 12500 0 0 S CATHERINE ANDERSON 101822 29250 0 0 142 0 27173 0 7517 0 136654 29250 0 0 residence for personal use and social club dues Schedule J, Part I, Line 1a Queens owns and provides a residence for the President which is located on the campus. This residence is used frequently for business purposes such as meetings, receptions and entertaining donors. Queens also provides the President with a membership to a country club (Myers Park Country Club). This membership is used primarily for business purposes such as meetings, receptions and entertaining donors. In addition, the President and the Vice President for Advancement are provided with memberships to a social club (Charlotte City Club) which are used solely for business purposes such as entertaining donors. Deferred Compensation Schedule J, Part II, Column (C) Amounts reported as deferred compensation are elective employee contributions to the defined contribution retirement 403(b) plan and the employer match to this plan which is applicable to all participating employees. determining compensation Schedule J, Part I, Line 3 The president's compensation is determined and approved by the Compensation Committee of the Board of Trustees. This committee utilizes information from the 990 returns of other benchmark institutions, compensation surveys of other private colleges and universities, and other benchmarks obtained by the members of the committee as information in the compensation determination process. These discussions are documented in the minutes and files of the Compensation Committee. X 3 0 X 0 X 0 X 28 306820 FMV X 1 12000 FMV X CDS 3 0 0 X MUSICAL INSTRUMENTS 1 0 0 X SHEET MUSIC 1 0 0 X 2 TICKETS TO SOUTH PACIFIC 2 0 0 X SIGNS 1 0 0 X GOLF CLUBS 1 0 0 X PAY FOR PRINTING, CATERING, AND PR FOR FOM 1 0 0 false true false Why no value was assesed to non-cash gifts Schedule M, Part 1, Line 33 The university does not seek an appraisal, nor does the university record as revenue, any non-cash item donated unless the donor provides an independent third-party appraisal as part of Form 8283. The stock gifted to Queens is sold immediately upon the transfer, which is how a cash value is determined for the stock. CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, SECTION A, QUESTION 4 DURING THE FISCAL YEAR ENDED JUNE 30, 2010 QUEEN'S UNIVERSITY REVISED THEIR BY-LAWS TO INITIATE TERM LIMITS FOR TRUSTEES, TO CHANGE THE NAMES OF SOME COMMITTEES AND CLARIFY THEIR RESPONSIBILITIES, TO CREATE A CATEGORY OF "LIFE TRUSTEE" AS A NON-VOTING HONORARY CATEGORY FOR LONG-SERVING TRUSTEES, AND TO EXPAND THE NUMBER ON THE BOARD FROM 36 TO 40 MEMBERS. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, QUESTION 11 THE DRAFT FORM 990 WAS REVIEWED WITH THE PRESIDENT OF QUEENS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION-RELATED SECTIONS OF THE DRAFT FORM 990. ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED WITH ACCESS TO THE DRAFT FORM 990 VIA A SECURE WEBSITE. ALL OF THESE REVIEWS OCCURRED PRIOR TO FILING THE FORM 990. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12B THE UNIVERSITY HAS HAD A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) FOR A NUMBER OF YEARS. AN ENHANCED CONFLICT OF INTEREST POLICY WAS ADOPTED IN JANUARY 2010 WHICH REQUIRES ANNUAL DISCLOSURE BY ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES OF POTENTIAL CONFLICTS OF INTEREST. MONITORING CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, ALL EMPLOYEES ARE REMINDED OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY AND ALL NEW EMPLOYEES ARE EDUCATED ABOUT THE POLICY DURING THE HIRING PROCESS. SUPERVISORS LOOK FOR POTENTIAL CONFLICTS OF INTEREST FOR EMPLOYEES UNDER THEIR SUPERVISION AND DISCLOSE SUCH POTENTIAL CONFLICTS AS NECESSARY. DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15A AND B THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THIS COMMITTEE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARKS OBTAINED BY THE MEMBERS OF THE COMMITTEE AS INFORMATION IN THE COMPENSATION DETERMINATION PROCESS. THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES AND FILES OF THE COMPENSATION COMMITTEE. THE PRESIDENT DETERMINES THE COMPENSATION FOR THE OTHER OFFICERS OF THE UNIVERSITY. SHE UTILIZES INFORMATION FROM THE 990 RETURNS OF OTHER BENCHMARK INSTITUTIONS, COMPENSATION SURVEYS OF OTHER PRIVATE COLLEGES AND UNIVERSITIES, AND OTHER BENCHMARK DATA IN THE COMPENSATION DETERMINATION PROCESS. DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, QUESTION 19 ANY OF THESE DOCUMENTS WILL BE PROVIDED UPON REQUEST. DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, SECTION B, LINE 14 THE UNIVERSITY ADOPTED A DOCUMENT RETENSION AND DESTRUCTION POLICY IN JANUARY, 2010 APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES). EXECUTIVE LEADERSHIP INSTITUTE INC 1900 SELWYN AVENUE CHARLOTTE NC 28274 562232163 EDUCATION NC 501(C)(3) TYPE I NA false false false false false false false false false false false false true false false false false false EXECUTIVE LEADERSHIP INSTITUTE INC M 0