2011-06-16T08:52:24-05:00 2010-07-31 CROSSLIN & ASSOCIATES PC 2525 WEST END SUITE 1100 NASHVILLE TN 37203 990 2009-08-01 620479189 CARSON-NEWMAN COLLEGE CARS 8654712000 PO BOX 557 JEFFERSON CITY TN 377600557 MARK A ORTLIEB 8654712000 2011-06-15 true RICHARD M WINSTEAD 6153205500 2009 2016-02-24 21:20:13Z J RANDALL O'BRIEN 1946 RUSSELL AVE JEFFERSON CITY TN 37760 56331241 false X WWW.cn.edu X 1851 TN Our mission is to help students reach their full potential as educated citizens and worldwide servant leaders by integrating academic excellence and Christian commitment within a caring community. 33 33 1141 1500 0 0 10990552 11783824 40977520 44353388 -2067742 2787949 -7908226 -2593920 41992104 56331241 11610498 12221443 0 0 22210893 18996775 7282 7244 1687109 16240573 18527209 50069246 49752671 -8077142 6578570 91740969 98158435 47381096 47306962 44359873 50851473 See Schedule O. false false 27209675 12221443 35245118 CARSON-NEWMAN COLLEGE IS A PRIVATE, CHRISTIAN-BASED LIBERAL-ARTS NOT-FOR-PROFIT INSTITUTION OF HIGHER EDUCATION WHICH IS OPERATED UNDER THE AUSPICES OF THE TENNESSEE BAPTIST CONVENTION. THE COLLEGE PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO APPROXIMATELY 2,000 STUDENTS, ACADEMIC SUPPORT THAT INCLUDES LIBRARY SERVICES, TUTORING, AND ENGLISH INSTRUCTION FOR SPEAKERS OF OTHER LANGUAGES. 8271507 0 1156226 CARSON-NEWMAN COLLEGE PROVIDES STUDENT SERVICES THAT INCLUDE ADMISSIONS, ORIENTATION, REGISTRATION, FINANCIAL-AID ASSISTANCE COUNSELING, ACADEMIC SUPPORT AND CAREER COUNSELING, PSYCHOLOGICAL COUNSELING, INTRAMURAL PROGRAMS, AND INTER-COLLEGIATE ATHLETICS. 8374113 0 7952044 CARSON-NEWMAN COLLEGE PROVIDES AUXILIARY ENTERPRISES THAT INCLUDE HOUSING FOR APPROXIMATELY 1,100 FULL-TIME STUDENTS RESIDENTIAL STUDENTS, FOOD SERVICE, A BOOKSTORE, AND FACILITIES FOR SUMMER PROGRAMS OPERATED BY LIFEWAY MINISTRIES FOR APPROXIMATELY 4,000 CHILDREN. 478943 17671 546696 44334238 true true false false false false false false true true true true true false false false false false false false false false true true false false false false false true false false true false false false false true true false true 40 0 true 1141 true false false false false false true true false false false false 33 33 false false false false false false false true true false false true true true true true true true true false X MARK A ORTLIEB 8654712000 1646 RUSSELL AVENUE JEFFERSON CITY TN 377600557 DR CLAY AUSTIN 10.0 X 0 0 0 MR T MAXFIELD BAHNER 10.0 X 0 0 0 MR ROBERT H BIBLE JR 10.0 X 0 0 0 MR DOUG BLALOCK 10.0 X 0 0 0 MRS JEANETTE D BLAZIER 10.0 X 0 0 0 DR MILES BOYD 10.0 X 0 0 0 MR MARVIN G CAMERON 10.0 X 0 0 0 MRS BETTY R CATLETT 10.0 X 0 0 0 MR V LANIEL CHAPMAN 10.0 X 0 0 0 MR CT COZART 10.0 X 0 0 0 MR F CLARK DENTON 10.0 X 0 0 0 JUDGE J REED DIXON 10.0 X 0 0 0 MR RICHARD EMMERT 10.0 X 0 0 0 MR ROBERT C FOX 10.0 X 0 0 0 MR RICK GREENE 10.0 X 0 0 0 MR TODD R GREENE 10.0 X 0 0 0 DR THOMAS E HARMON 10.0 X 0 0 0 MRS JANET STREVEL HAYES 10.0 X 0 0 0 DR FRED A HURST 10.0 X 0 0 0 CONGRESSMAN WILLIAM L JENKINS 10.0 X 0 0 0 DR LEONARD S MARKHAM 10.0 X 0 0 0 MRS MARILYN NATIONS 10.0 X 0 0 0 MRS FRANCIS C NIPPER 10.0 X 0 0 0 MRS CAROLE OVERHOLT 10.0 X 0 0 0 MR DAVID OWNBY 10.0 X 0 0 0 MR PAUL PARDUE 10.0 X 0 0 0 MR FRED SORRELLS 10.0 X 0 0 0 JUDGE BARRY A STEELMAN 10.0 X 0 0 0 MRS PATRICIA A PATSY WALLACE 10.0 X 0 0 0 MR LARRY WATERS 10.0 X 0 0 0 MR WILLIAM MARTIN YUNG 10.0 X 0 0 0 DR J RANDALL O'BRIEN 40.0 X 215085 0 55566 DR DANNY P HOLLINGSWORTH 40.0 X 162292 0 12538 DR KINA S MALLARD 40.0 X 139075 0 2283 MR DANNY NICHOLSON 40.0 X 0 0 0 MR RODNEY DYER 40.0 X 60175 0 3681 DR WALTER B CROUCH 40.0 X 38323 0 37163 MR C PARKER LEAKE 40.0 X 29263 0 41945 MR DAVID BARGER 40.0 X 72081 0 4374 MR MARK ORTLIEB 40.0 X 103242 0 6000 DR PATTY KRAFT 40.0 X 106953 0 11041 926489 0 174591 9 false true false ARAMARK CORPORATION 809 E College Street JEFFERSON CITY TN 377602236 FOOD SERVICE 2568807 PREMIER SERVICES 333 TROY CIRCLE KNOXVILLE TN 37919 CUSTODIAL SERVICES 244733 WAKEFIELD CORPORATION 10646 DUTCHTOWN ROAD KNOXVILLE TN 37932 RENOVATION 191762 BARBER MCMURRY ARCHITECTS 623 LINDSAY PLACE KNOXVILLE TN 37919 ARCHITECTURAL SVCS 204277 VINSON GUARD SERVICES 181 W VALLEY AVENUE SUITE 204 BIRMINGHAM AL 35209 SAFETY AND SECURITY 161874 12 0 0 0 0 157020 11626804 287583 11783824 TUITION AND FEES 611600 35245118 35245118 STUDENT HOUSING 531110 2545032 2545032 DINING SERVICES 722210 3459052 3459052 BOOKSTORE 451211 1436627 1436627 SUMMER PROGRAMS 531110 511333 511333 1156226 1156226 44353388 2787949 2787949 0 0 0 0 0 0 CHANGE IN NET PENSION LIABILITY 900099 -816312 -816312 CHANGE IN VALUATION OF ANNUITY AGREEMENT 900099 -699894 -699894 CHANGE IN VALUATION OF INTEREST-RATE SWAPS 900099 -1077714 -1077714 -2593920 56331241 44353388 194029 0 12221443 12221443 0 0 1110024 392290 503000 214734 0 13551453 11937052 942979 671422 818447 660798 109195 48454 2491611 2060967 258888 171756 1025240 870078 93036 62126 0 81473 0 80161 1312 16960 12500 4460 0 0 7244 7244 0 2791035 2735422 55613 0 250488 195821 488 54179 2543083 1742303 540067 260713 403361 80297 280521 42543 0 5518509 5347849 170160 500 800594 697797 58246 44551 0 207120 170983 16154 19983 971314 963483 5423 2408 0 2470172 2184401 212534 73237 236423 209035 27388 0 DUES AND SUBSCRIPTIONS 252422 92608 152572 7242 COST OF BOOKS/GOODS SOLD 1395848 1395848 0 0 BAD DEBTS (RECOVERIES) 28963 22121 6842 0 HAZARDOUS WASTE REMOVAL 69033 0 69033 0 MISCELLANEOUS 490411 341142 144564 4705 49752671 44334238 3731324 1687109 622708 2552697 3343188 5204654 1339424 1660506 2370561 2286652 1720184 1533476 576011 1019898 92509787 45276032 47213394 47233755 18593085 24983234 90232 15962414 11593331 91740969 98158435 22244292 21806926 1624868 863070 19334113 19387419 4177823 5249547 47381096 47306962 X -7133847 -2636648 9759996 9849736 41733724 43638385 44359873 50851473 91740969 98158435 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40638138 1426265 2926609 433957 63050 0 44494005 40266148 4767893 -2398226 1130849 866828 0 40638138 0.02000 0.98000 0.00000 false false 0 1909747 1909747 0 65380292 25657967 39722325 0 0 0 0 0 22575216 18431226 4143990 0 2644532 1186839 1457693 47233755 ADVANCES TO EAGLE FOUNDATION 2766255 PROPERTY HELD FOR SALE OR INV 3306681 BENEFICIAL INTEREST IN TRUSTS 5520395 11593331 0 ANNUITIES PAYABLE 1608067 INTEREST RATE SWAP 1681564 ADVANCES FROM THE FEDERAL GOVT 1959916 5249547 56331241 49752671 6578570 -332273 -332273 6246297 44109798 44109798 12221443 12221443 56331241 37863501 -12221443 -12221443 50084944 -332273 -332273 49752671 FORM 990, SCHEDULE D, PART V DESCRIBE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED BY DONORS TO SCHOLARSHIPS FOR THE ORGANIZATION'S STUDENTS AND TO INSTRUCTIONAL AND OTHER PROGRAM SERVICES CONDUCTED BY THE ORGANIZATION FOR THE BENEFIT OF ITS STUDENTS. FORM 990, SCHEDULE D, PARTS XI, XII, AND XIII THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF CARSON-NEWMAN COLLEGE INCLUDE THOSE OF EAGLE FOUNDATION, A SOLE MEMBER CORPORATION, WITH THE COLLEGE BEING THAT MEMBER. LINE 8 OF PART XI REPRESENTS THE DECREASE IN NET ASSETS OF THE EAGLE FOUNDATION. LINE 2D OF PART XII REPRESENTS GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS. LINE 4B OF PART XIII REPRESENTS THE DECREASE IN NET ASSETS OF THE EAGLE FOUNDATION. true true true THE ORGANIZATION ROUTINELY PUBLISHES ITS NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE PERIOD OF SOLICITATION FOR STUDENTS AND INCLUDES ITS NON-DISCRIMINATORY POLICY IN ALL COLLEGE CATALOGUES, PUBLICATIONS DISTRIBUTED BY THE COLLEGE'S ADMISSIONS OFFICE, AND COMMUNICATIONS BY THE COLLEGE'S OFFICE OF FINANCIAL ASSISTANCE. true true true true false false false false false false false false true false THE COLLEGE IS THE RECIPIENT OF ANNUAL GRANTS FOR FEDERAL COLLEGE WORK STUDY PROGRAM AND IS A CONDUIT FOR ANNUAL GRANTS AWARDED TO STUDENTS BY THE U.S. DEPARTMENT OF EDUCATION AND THE STATE OF TENNESSEE. true MERIT AND ACADEMIC SCHOLARSHIPS FOR C-N STUDENTS 1844 10383329 ATHLETIC SCHOLARSHIPS FOR C-N STUDENTS 317 1838114 X X X true true X X X false false false false false false false false false DR J RANDALL O'BRIEN 215085 0 0 0 0 0 8975 0 46591 0 270651 0 47152 0 DR DANNY P HOLLINGSWORTH 162292 0 0 0 0 0 12538 0 0 0 174830 0 153922 0 FORM 990, SCHEDULE J, PART I, LINE 1A THE COLLEGE PAYS TRAVEL EXPENSES INCURRED BY THE PRESIDENT'S SPOUSE WHEN SHE ACCOMPANIES HIM ON COLLEGE-RELATED TRIPS FOR BONA FIDE BUSINESS PURPOSES. THE COLLEGE PROVIDES THE PRESIDENT THE USE OF AN AUTOMOBILE AND A PERSONAL RESIDENCE THAT ADJOINS THE COLLEGE'S CAMPUS. THE LEASE VALUE OF THE AUTOMOBILE IS REPORTED AS TAXABLE INCOME ON THE PRESIDENT'S IRS FORM W-2. THE COLLEGE PROVIDES ROUTINE MAINTENANCE AND HOUSEKEEPING SERVICES, UTILITIES, CABLE TV, INTERNET ACCESS, AND TELEPHONE SERVICE FOR THE PERSONAL RESIDENCE THAT ADJOINS THE COLLEGE'S CAMPUS AND IS OCCUPIED BY THE PRESIDENT. ROBERT H BIBLE JR TRUSTEE 478810 ANNUAL PREMIUM FOR INSURANCE false X 2 4305 KELLEY BLUE BOOK X 7 82527 VALUE ON DATE RECEIV X 2 218696 PROFESSIONAL APPRAIS X 2 88 RECEIPTS X FURNISHINGS/EQUIPMENT 7 22059 RECEIPTS X ATV 1 5211 RETAIL VALUE X BUILDING MATERIAL 3 53969 RECEIPTS X MISCELLANEOUS 4 1231 RETAIL VALUE 1 false true false BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 MISSION OF CHALLENGE, NURTURE, COMMUNITY: CARSON-NEWMAN COLLEGE OFFERS A CHRISTIAN, LIBERAL ARTS EDUCATION IN AN ENVIRONMENT THAT ENCOURAGES OPEN INTELLECTUAL INQUIRY AND DEEPER SPIRITUAL MATURITY. STUDENTS RECEIVE A PERSONALIZED EDUCATION IN SMALL CLASSES. CARING FACULTY AND STAFF MENTORS GET TO KNOW AND NURTURE EACH STUDENT. WE SEEK TO INSTILL CHRISTIAN VALUES IN OUR STUDENTS AND INSPIRE THEM TO USE UNIQUE GIFTS FOR A LIFETIME OF SERVICE. THE HISTORIC BAPTIST DISTINCTIVES OF RELIGIOUS LIBERTY, PERSONAL RESPONSIBILITY, AND COMPASSION FOR OTHERS CREATE A WELCOMING COMMUNITY THAT FOSTERS A SENSE OF BELONGING. THE CULTURAL HERITAGE AND GEOGRAPHIC BEAUTY OF THE APPALACHIAN REGION ENRICHES THE CARSON-NEWMAN EXPERIENCE, AND THE COLLEGE CONTRIBUTES TO THE ENVIRONMENTAL PRESERVATION AND ECONOMIC DEVELOPMENT OF THIS NATIONAL TREASURE. VISION: TO BECOME A PREMIER CHRISTIAN LIBERAL ARTS COLLEGE WITH A WORLD-WIDE IMPACT. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D CARSON-NEWMAN COLLEGE INTEGRATES ITS STUDENTS INTO BENEVOLENT MINISTRIES THAT IT OPERATES TO SERVCE THE INDIGENT (APPALACHIAN OUTREACH SPONSORS MISSION TRIPS, PROVIDES HOME REPAIR, A FOOD PANTRY, CLOTHING, HOUSEHOLD GOODS AND EDUCATIONAL PROGRAMS THAT INCLUDE TUTORING AND LIFE SKILLS TRAINING AND ITS SAMARITIAN HOUSE PROVIDES TEMPORARY HOUSING FOR HOMELESS FAMILIES IN EAST TENNESSEE) FORM 990 PROVIDED TO GOVERNING BODY BEFORE FILING FORM 990, PART VI, LINE 10 A DRAFT OF THE FORM 990 AND ALL ATTACHMENTS IS E-MAILED TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE ASKED TO REVIEW AND EITHER APPROVE IT AS IS OR OFFER COMMENT OR RECOMMENDATIONS FOR CHANGE. CHANGES ARE MADE IF APPROPRIATE AND THE DRAFT IS RE-SUBMITTED FOR FINAL APPROVAL. REVIEW OF FORM 990 FORM 990, PART VI, LINE 10 THE ORGANIZATION PROVIDES A DRAFT OF THE FORM 990 TO ITS TRUSTEES AND ASKS THEM TO APPROVE THE SAME. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C THE COLLEGE'S LEGAL COUNSEL EXPLAINED THE CONFLICT-OF-INTEREST POLICY TO ALL TRUSTEES WHO THEN IN TURN COMPLETED AND SIGNED CONFLICT-OF-INTEREST STATEMENTS. CERTAIN MEMBERS OF THE COLLEGE'S BOARD OF TRUSTEES HAVE DISCLOSED THAT THEY MANAGE OR HAVE FINANCIAL INTERESTS IN ENTITIES WHICH ENGAGE IN CERTAIN BUSINESS TRANSACTIONS WITH THE COLLEGE. IT IS THE OPINION OF MANAGEMENT THAT THESE TRANSACTIONS ARE EITHER IMMATERIAL OR THE TERMS OF THESE TRANSACTIONS ARE NO LESS FAVORABLE TO THE COLLEGE THAN WHAT COULD HAVE BEEN OBTAINED FROM UNRELATED ENTITIES. COMPENSATION SALARIES ARE DETERMINED BASED UPON JOB FUNCTION WHEN AN INDIVIDUAL IS HIRED. THE COLLEGE HAS A HIERARCHICAL ORGANIZATIONAL STRUCTURE IN WHICH SUPERVISORS, DEPARTMENT HEADS, DEANS, VICE PRESIDENTS, AND THE PRESIDENT ARE INVOLVED IN DETERMINING THE ALLOWABLE COMPENSATION FOR A PARTICULAR FUNCTION (I.E., JOB FUNCTION). THERE ARE NO INDEPENDENT PERSONS OR PARTIES THAT REVIEW INDIVIDUAL COMPENSATION ARRANGEMENTS, BUT THE COLLEGE ADMINISTRATION IS SENSITIVE TO CONFLICTS OF INTEREST SITUATIONS AND REQUIRES ALL COMPENSATION TO BE BASED ON MARKET VALUES. THE BOARD OF TRUSTEES PERSONNEL COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S COMENSATION AND OTHERS AS NEEDED. SUBSTANTIATION FOR COMPENSATION CONSISTS OF COMPARISONS AT PEER COLLEGES AND COMPARABLE JOBS IN THE REGION. ALL EMPLOYEE COMPENSATION DECISIONS ARE DOCUMENTED WITH APPROPRIATE APPROVALS IN INDIVIDUAL PERSONNEL FILES. SUCH DOCUMENTATION INCLUDES, BUT IS NOT LIMITED TO, OFFER LETTERS, CONTRACTS, AND MEMORANDUMS. AVAILABILITY OF DOCUMENTS TO PUBLIC FORM 990, PART VI, LINE 19 CARSON-NEWMAN COLLEGE IS COMMITTED TO OFFERING TRANSPARANCY AND HONORS ALL REQUESTS FOR SUCH INFORMATION TIMELY. EAGLE FOUNDATION P O BOX 557 JEFFERSON CITY TN 37760 202103344 SUPPORT ORG TN 501(c)(3) 11b NA false true false true false false false false true false false false true true false true true false EAGLE FOUNDATION B 86970 EAGLE FOUNDATION D 2165000 EAGLE FOUNDATION I 1 EAGLE FOUNDATION M 10982135 EAGLE FOUNDATION N 5000 EAGLE FOUNDATION P 212105