FURP.ORG / PUBLIC DATA EXPLORER

ANDERSON UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDERSON UNIVERSITY (EIN 57-0324906)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-07
IRS object ID
202610979349300616
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-07T09:20:18-05:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332621854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI CAPIN CROUSE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 MASSACHUSETTS AVE STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570324906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone8642315708PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BOULEVARDAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTIE COLEPersonNm
Person TitleSENIOR VP & CFOPersonTitleTxt
Phone8642315708PhoneNum
Signature2026-04-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAREN DAIGAPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
Preparation2026-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEVANS P WHITAKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BOULEVARDAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$188,367,672GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ANDERSONUNIVERSITY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1911FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionANDERSON UNIVERSITY IS AN ACADEMIC COMMUNITY AFFILIATED WITH THE SC BAPTIST CONVENTION.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee1871TotalEmployeeCnt
Total Volunteers328TotalVolunteersCnt
Total Gross UBI$56,495TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,442,594PYContributionsGrantsAmt
CY Contributions Grants$26,466,501CYContributionsGrantsAmt
PY Program Service Revenue$136,509,350PYProgramServiceRevenueAmt
CY Program Service Revenue$146,769,037CYProgramServiceRevenueAmt
PY Investment Income$3,326,013PYInvestmentIncomeAmt
CY Investment Income$4,068,464CYInvestmentIncomeAmt
PY Other Revenue$104,385PYOtherRevenueAmt
CY Other Revenue$115,348CYOtherRevenueAmt
PY Total Revenue$148,382,342PYTotalRevenueAmt
CY Total Revenue$177,419,350CYTotalRevenueAmt
PY Grants And Similar Paid$51,551,203PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$54,856,472CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$50,570,492PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$54,914,883CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$173,353PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$315,617CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,128,227CYTotalFundraisingExpenseAmt
PY Other Expenses$43,668,862PYOtherExpensesAmt
CY Other Expenses$44,824,900CYOtherExpensesAmt
PY Total Expenses$145,963,910PYTotalExpensesAmt
CY Total Expenses$154,911,872CYTotalExpensesAmt
PY Revenues Less Expenses$2,418,432PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,507,478CYRevenuesLessExpensesAmt
Total Assets BOY$274,603,971TotalAssetsBOYAmt
Total Assets EOY$293,118,732TotalAssetsEOYAmt
Total Liabilities BOY$104,416,747TotalLiabilitiesBOYAmt
Total Liabilities EOY$97,028,557TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$170,187,224NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$196,090,175NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY IS A COMPREHENSIVE UNIVERSITY AFFILIATED WITH THE SOUTH CAROLINA BAPTIST CONVENTION OFFERING BACHELORS, MASTERS, AND DOCTORATE DEGREES. LOCATED ON APPROXIMATELY 398 ACRES IN THE UPSTATE REGION OF SOUTH CAROLINA NEAR THE FOOTHILLS OF THE APPALACHIANS, THE UNIVERSITY FEATURES A RIGOROUS EDUCATION IN A SUPPORTIVE CHRISTIAN ATMOSPHERE. THE ORGANIZATION OFFERS 64 BACCALAUREATE MAJORS, 43 MAJOR-EMBEDDED CONCENTRATIONS, AS WELL AS 56 MINORS AND TWO UNDERGRADUATE CERTIFICATES. THE ORGANIZATION ALSO OFFERS 22 MASTER DEGREES AND 7 GRADUATE CERTIFICATE PROGRAMS IN THE FIELDS OF BUSINESS, CHRISTIAN STUDIES, COMPUTER SCIENCE, CRIMINAL JUSTICE, CYBERSECURITY, EDUCATION, MUSIC EDUCATION, NURSING, AND PATHOLOGY. AT THE POST-MASTER'S LEVEL, THE ORGANIZATION OFFERS 11 DOCTORAL PROGRAMS: DOCTOR OF MINISTRY, DOCTOR OF NURSING PRACTICE (FOUR), DOCTOR OF PHYSICAL THERAPY, DOCTOR OF PHILOSOPHY IN LEADERSHIP, DOCTOR OF PHILOSOPHY IN PREACHING, AND DOCTOR OF EDUCATION (THREE).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$120,439,788ExpenseAmt
Grant$54,856,472GrantAmt
Revenue$120,648,067RevenueAmt
DescTHE UNIVERSITY IS A COMPREHENSIVE UNIVERSITY AFFILIATED WITH THE SOUTH CAROLINA BAPTIST CONVENTION OFFERING BACHELORS, MASTERS, AND DOCTORATE DEGREES. LOCATED ON APPROXIMATELY 398 ACRES IN THE UPSTATE REGION OF SOUTH CAROLINA NEAR THE FOOTHILLS OF THE APPALACHIANS, THE UNIVERSITY FEATURES A RIGOROUS EDUCATION IN A SUPPORTIVE CHRISTIAN ATMOSPHERE. THE MAIN SOURCESOF REVENUE ARE TUITION, FEE, AND AUXILIARY ENTERPRISE INCOME AS WELL AS CONTRIBUTIONS FROM THE PUBLIC.THE ORGANIZATION OFFERS 64 BACCALAUREATE MAJORS, 43 MAJOR-EMBEDDED CONCENTRATIONS, AS WELL AS 56 MINORS AND TWO UNDERGRADUATE CERTIFICATES. THE ORGANIZATION ALSO OFFERS 22 MASTER DEGREES AND 7 GRADUATE CERTIFICATE PROGRAMS IN THE FIELDS OF BUSINESS, CHRISTIAN STUDIES, COMPUTER SCIENCE, CRIMINAL JUSTICE, CYBERSECURITY, EDUCATION, MUSIC EDUCATION, NURSING, AND PATHOLOGY. AT THE POST-MASTER'S LEVEL, THE ORGANIZATION OFFERS 11 DOCTORAL PROGRAMS: DOCTOR OF MINISTRY, DOCTOR OF NURSING PRACTICE (FOUR), DOCTOR OF PHYSICAL THERAPY, DOCTOR OF PHILOSOPHY IN LEADERSHIP, DOCTOR OF PHILOSOPHY IN PREACHING, AND DOCTOR OF EDUCATION (THREE).HIGHLIGHTS OF THE 2024-2024 FISCAL YEAR - HISTORIC ENROLLMENT, MAJOR TRANSFORMATION UNDERWAY AT ANDERSON UNIVERSITY:AMID THE MOST TRANSFORMATIONAL PERIOD IN ITS 113-YEAR HISTORY, ANDERSON UNIVERSITY REMAINS THE LARGEST PRIVATE UNIVERSITY IN SOUTH CAROLINA, SELECTIVE IN ADMISSION, WITH MORE THAN 4,500 STUDENTS ENROLLED AS THE 2024-2025 ACADEMIC YEAR BEGAN IN AUGUST 2024. WITH A CLASS OF NEARLY 1,000 FIRST-YEAR STUDENTS, A RETENTION RATE (82%) HIGHER THAN THE NATIONAL AVERAGE (68.2%) AND THE INAUGURAL SEASON OF TROJAN FOOTBALL, ENROLLMENT AT ANDERSON UNIVERSITY STANDS AT 4,519. A GREAT PLACE TO WORK AGAIN FOR THE FIFTH CONSECUTIVE YEAR, ANDERSON UNIVERSITY IS AMONG THE BEST COLLEGE WORKPLACES IN THE UNITED STATES, ACCORDING TO THE GREAT COLLEGES TO WORK FOR PROGRAM, WHICH PLACED ANDERSON UNIVERSITY ON ITS HONOR ROLL FOR THE 2024-2025 ACADEMIC YEAR. ANDERSON UNIVERSITY IS ONE OF ONLY THREE INSTITUTIONS OF HIGHER EDUCATION IN SOUTH CAROLINA TO RECEIVE THE DESIGNATION.CIVIL RIGHTS CHAMPION ENDORSES NEW INITIATIVE AT ANDERSON UNIVERSITY CIVIL RIGHTS LEADER AND FORMER UNITED STATES AMBASSADOR TO THE UNITED NATIONS ANDREW YOUNG HAS ENDORSED A SUMMER PROGRAM AT ANDERSON UNIVERSITY THAT WILL BRING TOGETHER STUDENTS FROM HISTORICALLY BLACK COLLEGES AND UNIVERSITIES WITH CHRISTIAN COLLEGES TO STUDY AND PRACTICE THE PRINCIPLES OF CIVILITY, PUBLIC SERVICE AND HUMAN RIGHTS ESPOUSED BY DR. MARTIN LUTHER KING JR. ANDERSON UNIVERSITY AND CITY OF ANDERSON LAUNCH JOINT VENTURETHE CITY OF ANDERSON AND ANDERSON UNIVERSITY HAVE JOINED FORCES TO LAUNCH A "MY CITY/MY UNIVERSITY" CAMPAIGN DESIGNED TO STRENGTHEN THE BONDS BETWEEN ANDERSON UNIVERSITY AND THE BROADER COMMUNITY. THE THEME OF "MY CITY, MY TEAM" PLAYED OUT ON MAIN STREET BANNERS THROUGHOUT THE FALL 2024. THE WEEK OF THE FIRST GAME, THE COMMUNITY JOINED STUDENTS, FOOTBALL PLAYERS AND CHEERLEADERS AT A PEP RALLY IN WREN PARK IN THE HEART OF DOWNTOWN. MORE THAN 700 PEOPLE ATTENDED, CHEERING FOR THE TROJANS, PAINTING A MURAL, AND ENJOYING FOOD TRUCKS.100 YEARS OF IVY LEAVES THIS SPRING, THE COLLEGE OF ARTS AND SCIENCES WILL REACH A MAJOR MILESTONE: PUBLICATION OF THE 100TH EDITION OF THE IVY LEAVES JOURNAL. PRODUCED ANNUALLY BY THE STUDENTS OF ANDERSON UNIVERSITY, IVY LEAVES SHOWCASES A SELECTION OF CREATIVE WORKS AND IS ANDERSON UNIVERSITY'S ONLY STUDENT-READ, STUDENT-LED JOURNAL, TELLING THE STORIES OF STUDENT ARTISTS, WRITERS AND DESIGNERSANDERSON UNIVERSITY CELEBRATES MORE THAN 600 GRADUATES IN ITS MAY COMMENCEMENT CEREMONIESMORE THAN 600 NEW GRADUATES TURNED THEIR TASSELS AND MARKED A TURNING POINT IN THEIR LIVES AS ANDERSON UNIVERSITY GRADUATES. DURING THE FRIDAY MORNING CEREMONY, HELD ON THE HISTORIC ALUMNI LAWN, GRADUATES FROM ANDERSON UNIVERSITY'S COLLEGE OF ARTS AND SCIENCES, COLLEGE OF BUSINESS, CENTER FOR CYBERSECURITY AND THE SOUTH CAROLINA SCHOOL OF THE ARTS RECEIVED THEIR DEGREES. DURING THE SATURDAY MORNING CEREMONY, HELD AT NEWSPRING CHURCH, GRADUATES FROM ANDERSON UNIVERSITY'S COLLEGE OF CHRISTIAN STUDIES, COLLEGE OF HEALTH PROFESSIONS, CENTER FOR LEADERSHIP AND ORGANIZATIONS, COLLEGE OF EDUCATION, COLLEGE OF ENGINEERING, SCHOOL OF INTERIOR DESIGN AND SCHOOL OF PUBLIC SERVICE AND ADMINISTRATION RECEIVED THEIR DEGREES.A DAY TO GIVE EXCEED EXPECTATIONS -- AGAINDURING A DAY 2024, GIVING TO ANDERSON UNIVERSITY CONTINUED AN UPWARD TREND. THE 2024 A DAY CAMPAIGN RAISED A TOTAL OF $824,374, WHICH IS AN INCREASE OF 63 PERCENT OVER LAST YEAR. THIS YEAR, ANDERSON UNIVERSITY RECEIVED A TOTAL OF 858 GIFTS AND PLEDGES FROM 808 DONORS. A DAY, WHICH TOOK PLACE APRIL 4, IS A 24-HOUR CAMPAIGN WHERE ANDERSON UNIVERSITY ALUMNI AND FRIENDS COME TOGETHER TO SUPPORT CAUSES THAT HELP STUDENTS AND PROVIDE CAMPUS ENHANCEMENTS. AU PROFESSOR TO EARN A FULBRIGHT AWARD ANOTHER YEAR, ANOTHER FULBRIGHT AWARD FOR ANDERSON UNIVERSITY. A PROFESSOR WITH THE ANDERSON UNIVERSITY CENTER FOR LEADERSHIP AND ORGANIZATIONS RECEIVED THE FULBRIGHT AWARD TO BRAZIL FOR THE 2024-2025 ACADEMIC YEAR FROM THE U.S. DEPARTMENT OF STATE AND THE FULBRIGHT FOREIGN SCHOLARSHIP BOARD. THIS FULBRIGHT RESEARCH EXAMINES CHANGES IN TRUST BETWEEN PUBLIC, FOR-PROFIT, AND NONPROFIT ORGANIZATIONAL PARTNERSHIPS IN THE CITY OF JAGUARINA, BRAZIL, WHERE THE HOST INSTITUTION (UNIEDUK) HAS A CAMPUS. FIELD RESEARCH WILL BE CONDUCTED THROUGH TWO, TWO-MONTH LONG TRIPS OVER THE NEXT TWO SUMMERS.AWARDS AND ACCOLADES- -BEST COLLEGES FOR VETERANS AMONG REGIONAL UNIVERSITIES IN THE SOUTH: #14 (U.S. NEWS & WORLD REPORT, 2024-2025) -BEST COLLEGE AMONG REGIONAL UNIVERSITIES IN THE SOUTH: #34 (U.S. NEWS & WORLD REPORT, 2024-2025) -BEST VALUE SCHOOL AMONG REGIONAL UNIVERSITIES IN THE SOUTH: #31 (U.S. NEWS & WORLD REPORT, 2024-2025) -BEST FIRST-YEAR EXPERIENCE AMONG COLLEGES AND UNIVERSITIES IN THE UNITED STATES: #41 (U.S. NEWS & WORLD REPORT, 2024-2025) -BEST COLLEGES IN THE SOUTH (PRINCETON REVIEW, 2025-2026) - BEST ONLINE MASTER'S IN NURSING PROGRAMS: #2 IN SOUTH CAROLINA; #1 AMONG PRIVATE INSTITUTIONS IN SOUTH CAROLINA; #1 IN UPSTATE SOUTH CAROLINA; #69 NATIONALLY (U.S. NEWS & WORLD REPORT, 2025) - BEST ONLINE BACHELOR'S PROGRAMS: #2 IN SOUTH CAROLINA; #1 AMONG PRIVATE INSTITUTIONS IN SOUTH CAROLINA; #1 IN UPSTATE SOUTH CAROLINA; #75 NATIONALLY (U.S. NEWS & WORLD REPORT, 2025) - BEST ONLINE MASTER'S IN BUSINESS PROGRAMS (NON-MBA): #1 IN SOUTH CAROLINA; #1 AMONG PRIVATE INSTITUTIONS IN SOUTH CAROLINA; #1 IN UPSTATE SOUTH CAROLINA; #110 NATIONALLY (U.S. NEWS & WORLD REPORT, 2025) - BEST ONLINE MASTER'S IN EDUCATION PROGRAMS: #3 IN SOUTH CAROLINA; #1 AMONG PRIVATE INSTITUTIONS IN SOUTH CAROLINA; #2 IN UPSTATE SOUTH CAROLINA; #118 NATIONALLY (U.S. NEWS & WORLD REPORT, 2025) - BEST ONLINE MASTER'S OF MBA PROGRAMS: #5 IN SOUTH CAROLINA; #2 AMONG PRIVATE INSTITUTIONS IN SOUTH CAROLINA; #2 IN UPSTATE SOUTH CAROLINA; #212 NATIONALLY (U.S. NEWS & WORLD REPORT, 2025) - GREAT COLLEGES TO WORK FOR: HONOR ROLL (GREAT COLLEGES TO WORK FOR, 2024-2025) - FIVE CONSECUTIVE APPLE DISTINGUISHED SCHOOL RECOGNITIONS (2015, 2017, 2019, 2021, 2024)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,684,529ExpenseAmt
Grant$0GrantAmt
Revenue$23,396,684RevenueAmt
DescAUXILIARY ENTERPRISE REVENUE: AUXILIARY ENTERPRISES EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY, STAFF, OR INCIDENTALLY TO THE GENERAL PUBLIC. FEES CHARGED FOR AUXILIARY ENTERPRISES ARE PRICED TO OFFSET THE COST OF THE GOODS OR SERVICES PROVIDED. THE DISTINGUISHING CHARACTERISTIC OF AUXILIARY ENTERPRISES IS THAT THEY ARE MANAGED AS AN ESSENTIALLY SELF-SUPPORTING ACTIVITY. REVENUES AND EXPENSES FROM AUXILIARY ENTERPRISES ARE REPORTED AS CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS.AUXILIARY ENTERPRISES REVENUE INCLUDES ACTIVITIES FOR STUDENT HOUSING AND DINING FACILITIES. A SMALL NUMBER OF INSTITUTIONAL SCHOLARSHIPS SPECIFICALLY FOR DEFRAYING THE COSTS OF RESIDENTIAL SERVICES ARE AWARDED, WHICH REDUCE THE AMOUNT OF REVENUE RECOGNIZED. PAYMENTS FOR HOUSING AND DINING SERVICES ARE DUE APPROXIMATELY BY THE START OF THE ACADEMIC TERM. DINING PLANS ARE NOT OFFERED DURING THE SUMMER TERM. PERFORMANCE OBLIGATIONS FOR HOUSING AND DINING SERVICES ARE DELIVERED OVER THE ACADEMIC TERMS. CONSEQUENTLY, ASSOCIATED REVENUES ARE EARNED AND RECOGNIZED OVER THE COURSE OF EACH TERM AS THE SERVICES ARE DELIVERED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$47,487ExpenseAmt
Grant$0GrantAmt
Revenue$2,724,286RevenueAmt
DescOTHER PROGRAM REVENUE THAT INCLUDES, BUT IS NOT LIMITED TO, COMMISSIONS FROM SALES OF STUDENT RELATED ITEMS, PERKINS DEBT SERVICE, TICKET SALES FOR ATHLETIC AND THEATRE EVENTS, AND MAGAZINE SUBSCRIPTION REVENUE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$138,171,804TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4141IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1871EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRISTIE COLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8642315708PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 BOULEVARDAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29621ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MR SHAWN MCGEE
TRUSTEE, CHAIR1.00Yes (X)Yes (X)$0$0$0
MR D RODNEY BACK
TRUSTEE, VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR KIP MILLER
TRUSTEE, SECRETARY1.00Yes (X)Yes (X)$0$0$0
MRS MARY ANNE W BUNTON
TRUSTEE (PART YEAR), CHAIR (PART YEAR)1.00Yes (X)Yes (X)$0$0$0
DR JACK E SHAW
TRUSTEE (PART YEAR), VICE CHAIR (PART YEAR)1.00Yes (X)Yes (X)$0$0$0
REV ED STEWART
TRUSTEE, SECRETARY1.00Yes (X)Yes (X)$0$0$0
REV MICHAEL BEARDEN
TRUSTEE1.00Yes (X)$0$0$0
MR WESLEY BRASHIER
TRUSTEE1.00Yes (X)$0$0$0
MR HUGH BURGESS
TRUSTEE1.00Yes (X)$0$0$0
MRS NANCY CAMPBELL
TRUSTEE1.00Yes (X)$0$0$0
MR ROGER COX
TRUSTEE1.00Yes (X)$0$0$0
MR JOEL DAVIS
TRUSTEE1.00Yes (X)$0$0$0
DR RUDY GRAY
TRUSTEE1.00Yes (X)$0$0$0
MR DON HARPER
TRUSTEE1.00Yes (X)$0$0$0
MRS MICKEY HYMAN
TRUSTEE1.00Yes (X)$0$0$0
DR BENJAMIN W LITTLEJOHN JR
TRUSTEE1.00Yes (X)$0$0$0
MR BRIAN MCKAY
TRUSTEE1.00Yes (X)$0$0$0
MR JAY MCSWAIN
TRUSTEE1.00Yes (X)$0$0$0
DR CONDY RICHARDSON
TRUSTEE1.00Yes (X)$0$0$0
MR NORMAN C SATTERWHITE
TRUSTEE1.00Yes (X)$0$0$0
DR BENJAMIN SMOAK
TRUSTEE1.00Yes (X)$0$0$0
MR DAVID WALKER
TRUSTEE1.00Yes (X)$0$0$0
MR MICHAEL S WILSON
TRUSTEE1.00Yes (X)$0$0$0
DR ROBERT G WINBURN
TRUSTEE1.00Yes (X)$0$0$0
DR MARGARET WOOTEN
TRUSTEE1.00Yes (X)$0$0$0
MR GEORGE WYATT
TRUSTEE (PART YEAR)1.00Yes (X)$0$0$0
MR LEONARD L BROWN JR
TRUSTEE (PART YEAR)1.00Yes (X)$0$0$0
DR EDWARD M CARNEY
TRUSTEE (PART YEAR)1.00Yes (X)$0$0$0
MR GERALD J CASKEY
TRUSTEE (PART YEAR)1.00Yes (X)$0$0$0
DR EVANS P WHITAKER
PRESIDENT60.00Yes (X)$833,457$0$121,218
MR JAMES WAYNE LANDRITH
SR VP DEVELOPMENT & PRESIDENTIAL AFFAIRS40.00Yes (X)$208,732$0$43,564
DR DAVID OMAR RASHED
SR VP ADMINISTRATION, BRAND & STRATEGIC PLANNING40.00Yes (X)$207,097$0$55,475
DR REGINALD GAY
VP AND UNIVERSITY COUNSEL40.00Yes (X)$198,897$0$32,279
MRS KRISTIE COLE
SR VP OF FINANCE AND CFO40.00Yes (X)$176,941$0$30,818
DR RYAN NEAL
PROVOST40.00$182,945$0$56,778Yes (X)
MR KEITH SPEARS
SPECIAL ASSISTANT40.00$192,960$0$0Yes (X)
DR LISA ZIDEK
DEAN-COLLEGE OF ENGINEERING40.00$186,439$0$18,202Yes (X)
DR STEVEN E NAIL
DEAN-COLLEGE OF BUSINESS40.00$178,025$0$39,191Yes (X)
DR JEFFREY R MOORE
PROFESSOR, MANAGEMENT40.00$171,290$0$26,252Yes (X)
MRS PAMELA ROSS
SR VP ENROLLMENT MANAGEMENT40.00$167,608$0$29,036Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,704,391TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$452,813TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K54IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AVI FOODSYSTEMS INC
2590 ELM ROAD NORTH EASTWARRENOH44483FOOD SERVICE$6,577,818
THE BUDD GROUP INC
2325 SOUTH STRATFORD ROADWINSTON SALEMNC27103CLEANING & LAWN SERVICES$3,402,637
MAVIN CONSTRUCTION LLC
POST OFFICE BOX 1941GREENVILLESC29602CONSTRUCTION$1,940,900
ENCOURA LLC
75 REMITTANCE DRIVE DEPT 1020CHICAGOIL60675DIGITAL MARKETING SERVICES$1,400,548
BURR AND FORMAN LLP
POST OFFICE BOX 830719BIRMINGHAMAL35283LEGAL SERVICES$1,082,957
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K26CntrctRcvdGreaterThan100KCnt
Fundraising$137,722FundraisingAmt
Related Organizations$1,344,652RelatedOrganizationsAmt
Government Grants$567,873GovernmentGrantsAmt
All Other Contributions$24,416,254AllOtherContributionsAmt
Noncash Contributions$18,582,543NoncashContributionsAmt
Total Contributions$26,466,501TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT INSTRUCTION611310$120,648,067$120,648,067
AUXILIARY ENTERPRISES611310$23,396,684$23,396,684

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,724,286TotalRevenueColumnAmt
Related Or Exempt Func Income$2,724,286RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$146,769,037TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,080,103TotalRevenueColumnAmt
Exclusion$3,080,103ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,640TotalRevenueColumnAmt
Exclusion$10,640ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$116,802RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$50,406RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$66,396RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,396TotalRevenueColumnAmt
Exclusion$66,396ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,822,474SecuritiesAmt
Other$427OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,834,540SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$987,934SecuritiesAmt
Other$427OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$988,361TotalRevenueColumnAmt
Exclusion$988,361ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$45,193FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$137,722ContriRptFundraisingEventAmt
Fundraising Direct Expenses$63,376FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,183TotalRevenueColumnAmt
Exclusion-$18,183ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SPONSORSHIPS511120$38,500$38,500
ADVERTISING541800$17,995$17,995
FieldValueIRS element (for citing)
Other Revenue Total$56,495OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$177,419,350TotalRevenueColumnAmt
Related Or Exempt Func Income$146,769,037RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$56,495UnrelatedBusinessRevenueAmt
Exclusion$4,127,317ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$54,856,472TotalAmt
Program Services$54,856,472ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,222,161TotalAmt
Program Services$260,186ProgramServicesAmt
Management And General$1,694,273ManagementAndGeneralAmt
Fundraising$267,702FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$158,442TotalAmt
Program Services$158,442ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$41,653,212TotalAmt
Program Services$37,462,272ProgramServicesAmt
Management And General$3,444,448ManagementAndGeneralAmt
Fundraising$746,492FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,834,483TotalAmt
Program Services$2,332,204ProgramServicesAmt
Management And General$454,500ManagementAndGeneralAmt
Fundraising$47,779FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,323,500TotalAmt
Program Services$4,071,686ProgramServicesAmt
Management And General$1,161,302ManagementAndGeneralAmt
Fundraising$90,512FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,723,085TotalAmt
Program Services$2,367,414ProgramServicesAmt
Management And General$292,545ManagementAndGeneralAmt
Fundraising$63,126FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$216,530TotalAmt
Management And General$216,530ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$92,763TotalAmt
Management And General$92,763ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$315,617TotalAmt
Fundraising$315,617FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$321,753TotalAmt
Management And General$321,753ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,799,009TotalAmt
Program Services$8,000,720ProgramServicesAmt
Management And General$708,624ManagementAndGeneralAmt
Fundraising$89,665FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,312,902TotalAmt
Program Services$146,036ProgramServicesAmt
Management And General$2,166,866ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,312,178TotalAmt
Program Services$2,219,044ProgramServicesAmt
Management And General$1,057,123ManagementAndGeneralAmt
Fundraising$36,011FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,651,732TotalAmt
Program Services$3,340,377ProgramServicesAmt
Management And General$250,142ManagementAndGeneralAmt
Fundraising$61,213FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,147,187TotalAmt
Program Services$7,373,892ProgramServicesAmt
Management And General$733,076ManagementAndGeneralAmt
Fundraising$40,219FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,489,186TotalAmt
Program Services$2,314,937ProgramServicesAmt
Management And General$140,979ManagementAndGeneralAmt
Fundraising$33,270FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,900,585TotalAmt
Program Services$2,653,195ProgramServicesAmt
Management And General$200,066ManagementAndGeneralAmt
Fundraising$47,324FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,390,381TotalAmt
Program Services$6,677,843ProgramServicesAmt
Management And General$593,427ManagementAndGeneralAmt
Fundraising$119,111FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,089,554TotalAmt
Program Services$175,056ProgramServicesAmt
Management And General$914,498ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT EXPENSEDesc
Total$168,926TotalAmt
Management And General$168,926ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,932,214TotalAmt
Program Services$3,762,028ProgramServicesAmt
Fundraising$170,186FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$154,911,872TotalAmt
Program Services$138,171,804ProgramServicesAmt
Management And General$14,611,841ManagementAndGeneralAmt
Fundraising$2,128,227FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,262,679BOYAmt
EOY$5,530,335EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$31,594,867BOYAmt
EOY$29,545,303EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,092,667BOYAmt
EOY$6,157,623EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,578,014BOYAmt
EOY$6,093,476EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,257,995BOYAmt
EOY$1,901,577EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$220,128,508LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$69,741,589LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$151,363,146BOYAmt
EOY$150,386,919EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$41,398,283BOYAmt
EOY$63,870,469EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$18,938,887BOYAmt
EOY$21,324,432EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$316,074BOYAmt
EOY$25,896EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,801,359BOYAmt
EOY$8,282,702EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$274,603,971BOYAmt
EOY$293,118,732EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,006,902BOYAmt
EOY$5,778,445EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,373,377BOYAmt
EOY$6,933,548EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,003,112BOYAmt
EOY$17,151,534EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$252,486BOYAmt
EOY$262,740EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$65,395,000BOYAmt
EOY$62,638,075EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,385,870BOYAmt
EOY$4,264,215EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,416,747BOYAmt
EOY$97,028,557EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$126,937,896BOYAmt
EOY$133,030,729EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,249,328BOYAmt
EOY$63,059,446EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$170,187,224BOYAmt
EOY$196,090,175EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$274,603,971BOYAmt
EOY$293,118,732EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,507,478ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,273,554NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$121,919OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,634,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,729,134CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,365,777CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,442,594CurrentTaxYearMinus1YearAmt
Current Tax Year$26,466,501CurrentTaxYearAmt
Total$74,638,717TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,634,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,729,134CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,365,777CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,442,594CurrentTaxYearMinus1YearAmt
Current Tax Year$26,466,501CurrentTaxYearAmt
Total$74,638,717TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,974,093SubstantialContributorsTotAmt
Public Support Total170$59,664,624PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,207,406CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,064,705CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,099,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,385,758CurrentTaxYearMinus1YearAmt
Current Tax Year$3,207,545CurrentTaxYearAmt
Total$10,965,226TotalAmt
FieldValueIRS element (for citing)
Total Support$85,603,943TotalSupportAmt
Gross Receipts Rltd Activities$619,718,868GrossReceiptsRltdActivitiesAmt
Public Support CY1700.69700PublicSupportCY170Pct
Public Support PY1700.84310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IIFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$806OtherActivitiesAmt
Total Lobbying Expenditures$806TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationANDERSON UNIVERSITY (AU) IS A MEMBER OF NAICU WHOM ENGAGES IN POLITICAL ACTIVITIES/ LOBBYING.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage182.15TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$11,888ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$962,920AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,428,163BeginningYearBalanceAmt
Contributions$17,591,075ContributionsAmt
Investment Earnings Or Losses$3,165,490InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,006,155GrantsOrScholarshipsAmt
Other Expenditures$82,993OtherExpendituresAmt
End Year Balance$49,095,580EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,630,368BeginningYearBalanceAmt
Contributions$1,199,162ContributionsAmt
Investment Earnings Or Losses$2,827,706InvestmentEarningsOrLossesAmt
Grants Or Scholarships$229,073GrantsOrScholarshipsAmt
End Year Balance$29,428,163EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,072,830BeginningYearBalanceAmt
Contributions$958,992ContributionsAmt
Investment Earnings Or Losses-$445,634InvestmentEarningsOrLossesAmt
Grants Or Scholarships$748,169GrantsOrScholarshipsAmt
Other Expenditures$207,651OtherExpendituresAmt
End Year Balance$25,630,368EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,272,734BeginningYearBalanceAmt
Contributions$625,925ContributionsAmt
Investment Earnings Or Losses-$1,799,167InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,003,274GrantsOrScholarshipsAmt
Other Expenditures$23,388OtherExpendituresAmt
End Year Balance$26,072,830EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,508,871BeginningYearBalanceAmt
Contributions$439,096ContributionsAmt
Investment Earnings Or Losses$4,717,057InvestmentEarningsOrLossesAmt
Grants Or Scholarships$370,945GrantsOrScholarshipsAmt
Other Expenditures$21,345OtherExpendituresAmt
End Year Balance$28,272,734EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01080BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98920PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,328,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$11,689,447OtherCostOrOtherBasisAmt
Book Value$13,017,447BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,548,761OtherCostOrOtherBasisAmt
Depreciation$54,553,028DepreciationAmt
Book Value$127,995,733BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,041,528OtherCostOrOtherBasisAmt
Depreciation$859,117DepreciationAmt
Book Value$182,411BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,146,039OtherCostOrOtherBasisAmt
Depreciation$14,329,444DepreciationAmt
Book Value$8,816,595BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$374,733OtherCostOrOtherBasisAmt
Book Value$374,733BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$150,386,919TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$867,296F
CORPORATE/GOVERNMENT BONDS$2,843,350F
SHORT-TERM INCOME FUND$17,613,786F
FieldValueIRS element (for citing)
Total Book Value Securities$21,324,432TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
FUNDS HELD IN FEDERAL LOAN PROGRAMS$281,136
HEALTH INSURANCE LIABILITY$511,848
ANNUITIES PAYABLE$266,828
FINANCING LEASE RIGHT-OF-USE-LIABILITIES$2,403,025
CONDITIONAL CONTRIBUTIONS LIABILITY$801,378
FieldValueIRS element (for citing)
Total Liability$4,264,215TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:A BALANCE SHEET ACCOUNT TRACKS CHANGES IN THE CONSERVATION EASEMENTS.
PART III, LINE 4:CAPITALIZED COLLECTION ITEMS CONSIST OF ARTWORK, MEMORABILIA, AND BOOKS WHICH ARE ON DISPLAY IN VARIOUS LOCATIONS ON THE CAMPUS. THE COLLECTIONS ENHANCE THE EDUCATION ENVIRONMENT ON THE CAMPUS.
PART IV, LINE 2B:FUNDS HELD FOR STUDENT GROUPS, CLUBS, AND ACTIVITIES.
PART V, LINE 4:THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT IS PRIMARILY SCHOLARSHIPS WITH A FEW TEACHING CHAIRS AND LIBRARY FUNDS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS CONSISTENT WITH THE PUBLICITY EXCEPTION FOUND IN REV. PROC. 75-50 SECTION 4.03(2)(B). THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS CLEARLY COMMUNICATED WITH PROSPECTIVE STUDENTS THROUGH THE APPLICATION FOR ADMISSIONS. THE UNIVERSITY'S STATEMENT OF NON-DISCRIMINATION IS ALSO INCLUDED IN ANDERSON UNIVERSITY'S CATALOG WHICH IS AVAILABLE ONLINE AT THE FOLLOWING WEBSITE: HTTPS://CATALOG.ANDERSONUNIVERSITY.EDU/
SCHEDULE E, PART I, LINE 6ANDERSON UNIVERSITY RECEIVED FEDERAL AWARDS RESTRICTED FOR FINANCIAL AID. THE MONIES ARE AWARDED THROUGH THE FOLLOWING FEDERAL PROGRAMS: NATIONAL SCIENCE FOUNDATION, PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL WORK STUDY, FEDERAL DIRECT STUDENT LOAN PROGRAM, FEDERAL PERKINS LOAN PROGRAM, AND TEACH GRANTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$867,296
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$10,502PROFESSIONAL DEVELOPMENT, STUDENT RELATIONS, RESEARCH
SOUTH ASIA00PROGRAM SERVICES$1,282PROFESSIONAL DEVELOPMENT, STUDENT RELATIONS, AIRFARE/TRAVEL
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$42PROFESSIONAL DEVELOPMENT, INSTRUCTIONAL SUPPLIES, STUDENT RELATIONS, AIRFARE/TRAVEL
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$879,122SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$879,122TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:THE ORGANIZATION TRACKED EXPENDITURES IN ACCORDANCE WITH ACCRUAL BASIS OF ACCOUNTING.
SCHEDULE F, PART IV, LINE 1:THE UNIVERSITY HAS OWNERSHIP IN FOREIGN INVESTMENTS AS INDICATED IN SCHEDULE F, PART I. THE UNIVERSITY ANALYZED ITS OWNERSHIP IN FOREIGN ORGANIZATIONS AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING THRESHOLDS FOR FORM 5471.
SCHEDULE F, PART IV, LINE 4:THE UNIVERSITY IS A DIRECT OR INDIRECT SHAREHOLDER IN A PASSIVE FOREIGN INVESTMENT COMPANY (PFIC). THE UNIVERSITY ANALYZED ITS INTEREST IN THE PFIC AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING THRESHOLDS FOR FORM 8621.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
SIDEARM SPORTS
109 S WARREN ST SUITE 600SYRACUSENY13202FUNDRAISING SOFTWARE0$0$9,470-$9,470
IMAGE MARK
3145 NORTHWEST BLVDGASTONIANC28052FUNDRAISING CONSULTANT AND MAILINGS0$0$60,175-$60,175
MONGOOSE RESEARCH
6506 EAST QUAKER STREET SUITE 202ORCHARD PARKNY14127TEXTING CONTRACTOR0$0$6,478-$6,478
WILSON-BENNETT TECHNOLOGY INC
3053 HWY 367 N SUITE CAUSTINAR72007FUNDRAISING CONSULTANT0$0$8,340-$8,340
BRIGHTDOT LLC
7424 CHAPEL KILL ROAD STE 107RALEIGHNC27607COMPREHENSIVE CAMPAIGN CONSULTANT0$0$222,453-$222,453
MARKETING COMMUNICATION RESOURCE INC
4800 E 245TH STWILLOUGHBYOH44094FUNDRAISING PRINT AND MAILING0$0$8,701-$8,701
FieldValueIRS element (for citing)
Total Retained By Contractors$315,617TotalRetainedByContractorsAmt
Total Net To Organization-$315,617TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesDCLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOOTBALL JAMBOREEEvent1Nm
Gross Receipts Event1$59,975GrossReceiptsEvent1Amt
Charitable Contri Event1$52,979CharitableContriEvent1Amt
Gross Revenue Event1$6,996GrossRevenueEvent1Amt
Food And Beverage Event1$6,996FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$840OtherDirectExpensesEvent1Amt
Event2PRESIDENT'S GALAEvent2Nm
Gross Receipts Event2$57,500GrossReceiptsEvent2Amt
Charitable Contri Event2$54,454CharitableContriEvent2Amt
Gross Revenue Event2$3,046GrossRevenueEvent2Amt
Food And Beverage Event2$3,046FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$7,798OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$65,440GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$30,289CharitableContriOtherEventsAmt
Gross Revenue Other Events$35,151GrossRevenueOtherEventsAmt
Cash Prizes Other Events$6,000CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$1,498NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$3,604RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$17,381FoodAndBeverageOtherEventsAmt
Entertainment Other Events$10,272EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$5,941OthDirectExpnssOtherEventsAmt
Gross Receipts Total$182,915GrossReceiptsTotalAmt
Charitable Contributions Tot$137,722CharitableContributionsTotAmt
Gross Revenue Total Events$45,193GrossRevenueTotalEventsAmt
Cash Prizes Total Events$6,000CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,498NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,604RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$27,423FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,272EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$14,579OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$63,376DirectExpenseSummaryEventsAmt
Net Income Summary-$18,183NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B(IV)FormAndLineReferenceDesc
ExplanationTHE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE. NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient3283RecipientCnt
Cash Grant$54,856,472CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE OFFICE OF FINANCIAL AID AND SCHOLARSHIPS AT ANDERSON UNIVERSITY REQUIRES STUDENTS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM TO DETERMINE ELIGIBILITY FOR FEDERAL, STATE, AND INSTITUTIONAL GRANTS, SCHOLARSHIPS, AND LOANS. THIS IS AN EQUITABLE FORMULA THAT MEASURES ALL ASSETS CONSISTENTLY. IN ADDITION TO THIS FORM, THE UNIVERSITY DOES REQUIRE SOME OTHER GUIDELINES IN THE EVENT THAT FUNDS ARE OFFERED BASED UPON CERTAIN ACADEMIC CREDENTIALS OR PERFORMANCE IN A UNIVERSITY SPONSORED ACTIVITY OR ATHLETIC EVENT. THESE CREDENTIALS ARE CLEARLY STATED IN THE UNIVERSITY CATALOG AND THE UNIVERSITY WEBSITE. ENROLLMENT AND ELIGIBILITY ARE MONITORED BY THE UNIVERSITY TO ENSURE STUDENTS REMAIN ELIGIBLE FOR FUNDS AWARDED. NO CASH CHANGES HANDS, AND FUNDS ARE DIRECTLY TIED TO STUDENT ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR EVANS P WHITAKER
PRESIDENT$699,813$0$92,166$0$41,478$0$67,500$0$53,718$0$954,675$0$0$0
DR DAVID OMAR RASHED
SR VP ADMINISTRATION, BRAND & STRATE$202,780$0$0$0$4,317$0$17,399$0$38,076$0$262,572$0$0$0
MR JAMES WAYNE LANDRITH
SR VP DEVELOPMENT & PRESIDENTIAL AFF$204,207$0$0$0$4,525$0$17,399$0$26,165$0$252,296$0$0$0
DR RYAN NEAL
PROVOST$182,945$0$0$0$0$0$16,080$0$40,698$0$239,723$0$0$0
DR REGINALD GAY
VP AND UNIVERSITY COUNSEL$195,361$0$0$0$3,536$0$16,177$0$16,102$0$231,176$0$0$0
DR STEVEN E NAIL
DEAN-COLLEGE OF BUSINESS$175,070$0$0$0$2,955$0$14,821$0$24,370$0$217,216$0$0$0
MRS KRISTIE COLE
SR VP OF FINANCE AND CFO$176,076$0$0$0$865$0$14,638$0$16,180$0$207,759$0$0$0
DR LISA ZIDEK
DEAN-COLLEGE OF ENGINEERING$186,439$0$0$0$0$0$15,081$0$3,121$0$204,641$0$0$0
DR JEFFREY R MOORE
PROFESSOR, MANAGEMENT$170,840$0$0$0$450$0$13,950$0$12,302$0$197,542$0$0$0
MRS PAMELA ROSS
SR VP ENROLLMENT MANAGEMENT$164,738$0$0$0$2,870$0$13,668$0$15,368$0$196,644$0$0$0
MR KEITH SPEARS
SPECIAL ASSISTANT$192,960$0$0$0$0$0$0$0$0$0$192,960$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE UNIVERSITY GROSSES-UP CERTAIN FRINGE BENEFITS, BONUSES, SERVICE AWARDS, ETC. TO LIGHTEN THE BURDEN OF THE TAXES ASSOCIATED WITH RECEIVING SAID BENEFIT. FOR CALENDAR YEAR 2024, THE FOLLOWING RECEIVED GROSS-UP BENEFIT PAYMENTS AS DETAILED. ALL BENEFITS THAT ARE GROSSED-UP ARE INCLUDED IN TAXABLE COMPENSATION FOR THE RECIPIENT. REGINALD GAY, VICE PRESIDENT AND UNIVERSITY COUNSEL - SERVED ON SGA ELECTION REVIEW BOARD COMMITEE APRIL 2024 & OCTOBER 2024 EVANS WHITAKER, PRESIDENT - BONUS AND PERSONAL USE OF SOCIAL CLUB DUES. AS A CONDITION OF EMPLOYMENT, AND AS A CONVENIENCE TO THE UNIVERSITY, THE PRESIDENT IS PROVIDED A HOME ON UNIVERSITY GROUNDS. THE UNIVERSITY ALSO PROVIDES GROUNDS CARE AND HOUSEKEEPING FOR THE HOME SINCE THE PRESIDENT HOSTS FUNCTIONS FOR THE UNIVERSITY AT HIS HOME. THE HOME AND PERSONAL SERVICES ARE PROVIDED AS NONTAXABLE BENEFITS TO THE PRESIDENT. DUES PAID FOR THE PRESIDENT WERE CONSIDERED A BONA-FIDE BUSINESS EXPENSE FOR NETWORKING OPPORTUNITIES BENEFICIAL TO THE INSTITUTION. PERSONAL USE OF SOCIAL CLUB DUES ARE PERMITTED, BUT ARE CONSIDERED A TAXABLE BENEFIT TO THE PRESIDENT.
PART I, LINE 4BANDERSON UNIVERSITY CONTRIBUTES TO A 457(F) PLAN ON BEHALF OF DR. EVANS P. WHITAKER, PRESIDENT. CONTRIBUTIONS VEST EVERY THREE YEARS AND THOSE CONTRIBUTIONS PLUS RELATED EARNINGS ARE DISTRIBUTED AND TREATED AS TAXABLE INCOME. DR. WHITAKER DID NOT RECEIVE ANY PAYMENTS IN CALENDAR YEAR 2024 NOR FISCAL YEAR 2025 FOR VESTED 457(F) CONTRIBUTIONS PLUS EARNINGS. FOR CALENDAR YEAR 2024, THE UNIVERSITY CONTRIBUTED $20,100 TO THE 457(F) PLAN ON BEHALFOF DR. WHITAKER. CONTRIBUTIONS MADE BETWEEN JUNE 2022 AND JUNE 2024 WILL BE VESTED AND PAID OUT JUNE 2025.
PART I, LINE 7THE BOARD APPROVED A NONFIXED PAYMENT IN THE FORM OF A DISCRETIONARY BONUS FOR PRESIDENT WHITAKER.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
A5760002860000000002014-12-04$20,406,000CONSTRUCT FACILITIES/DORMS. REFUND 8/26/04, 2/1/12, 5/19/12 BONDS000
SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY
B5709600180000000002015-03-03$11,800,000CONSTRUCT STUDENT CENTER000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,583,000$20,406,000$7,953,544$12,452,4562015Yes (1)0Yes (1)Yes (1)
B$3,211,000$11,800,000$11,688,500$111,500201600Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
A00000.000000.000000.0000000Yes (1)
B00Yes (1)00.000000.000000.0000000Yes (1)Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
TD BANK
A000Yes (1)Yes (1)Yes (1)11.000000000000Yes (1)Yes (1)00Yes (1)
(no name)
B000Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDATE REBATE COMPUTATION PERFORMEDFormAndLineReferenceDesc
ExplanationISSUER NAME: SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/04/2024 ISSUER NAME: SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/03/2025ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$9,902FEDERAL UNSUB (NOT-NEED BASED)TUITION
$30,790INSTITUTIONAL AIDTUITION
$5,750MERIT BASED ASSISTANCETUITION
$5,300NEED BASED ASSISTANCETUITION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CYNTHIA WHITAKER
FAMILY MEMBER OF DR. EVANS P. WHITAKER, PRESIDENT$94,384COMPENSATION AND BENEFITS0
TONYA LANDRITH
FAMILY MEMBER OF WAYNE LANDRITH, SR VP DEVELOPMENT & PRESIDENTIAL AFFAIRS$42,178COMPENSATION AND BENEFITS0
SHERYL RASHED
FAMILY MEMBER OF DR. OMAR RASHED, SR VP ADMIN, BRAND & STRATEGIC PLANNING$16,120COMPENSATION0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$17,046,124NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,300,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)INSTRUCTIONAL SUPPLIES4$91,035COST
Yes (X)PRIZES/SUPPLIES/FOOD26$84,537COST
Yes (X)EQUIPMENT4$32,960COST
Yes (X)RING1$22,000APPRAISAL
Yes (X)IMPROVEMENTS2$5,887COST
FieldValueIRS element (for citing)
Form8283 Received38Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED.
PART I, LINE 32B:THE UNIVERSITY USED NON-RELATED THIRD PARTIES SUCH AS SOUTHMARK PROPERTIES, INC., MCCOY WRIGHT COMMERICIAL REAL ESTATE, AND CO-STAR TO SELL CONTRIBUTED REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THIS COMMITTEE IS COMPRISED OF SEVEN BOARD MEMBERS INCLUDING THE CHAIR, VICE CHAIR, AND SECRETARY OF THE BOARD. THE EXECUTIVE COMMITTEE HAS ALL POWER TO ACT FOR THE FULL BOARD DURING THE INTERIM PERIODS OF THE MEETINGS OF THE BOARD, AND ALL ACTIONS OF THE COMMITTEE ARE BINDING ON THE FULL BOARD.
FORM 990, PART VI, SECTION A, LINE 7ATHE GOVERNING BODY OF ANDERSON UNIVERSITY IS VESTED IN A BOARD OF TRUSTEES, ELECTED BY THE SOUTH CAROLINA BAPTIST CONVENTION IN THE MANNER AND FOR THE TERMS PRESCRIBED IN THE CHARTER OF THE INSTITUTION, IN ACCORDANCE WITH THE ACTION OF THE CONVENTION. THE SOUTH CAROLINA BAPTIST CONVENTION IS AN ASSOCIATION OF COOPERATING CHURCHES WHICH MEETS ANNUALLY FOR TWO DAYS TO CONDUCT CONVENTION BUSINESS. EACH CHURCH THAT CONTRIBUTES TO THE COOPERATIVE PROGRAM AND ADHERES TO THE BAPTIST FAITH AND MESSAGE 2000 IS ALLOWED TO SEND A DELEGATION OF MESSENGERS TO THE ANNUAL MEETING. MESSENGERS REGISTER IN ADVANCE AND CREDENTIALS ARE ISSUED (INCLUDING VOTING BALLOTS) TO QUALIFIED MESSENGERS. THE MESSENGERS ELECT THE TRUSTEES OF ANDERSON UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7BCERTAIN GOVERNANCE DECISIONS ARE RESERVED TO THE MESSENGERS OF THE SOUTH CAROLINA BAPTIST CONVENTION, INCLUDING: (1) THE APPOINTMENT AND REMOVAL OF MEMBERS OF THE BOARD OF TRUST, (2) AMENDMENTS TO THE ARTICLES OF INCORPORATION, (3) MERGER OR DISSOLUTION OF THE CORPORATION, AND (4) THE DISPOSAL OF ASSETS OTHER THAN IN THE USUAL AND REGULAR COURSE OF THE UNIVERSITY'S ACTIVITIES. FURTHER, THE EXECUTIVE BOARD OF THE SOUTH CAROLINA BAPTIST CONVENTION MAY APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION OTHER THAN AN AMENDMENT CHANGING THE RELATIONSHIP BETWEEN THE UNIVERSITY AND THE CONVENTION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER. THE FORM 990 IS THEN REVIEWED IN DETAIL BY TOP MANAGEMENT (ACCOUNTANT, CONTROLLER, AND SVP OF FINANCE AND CFO) AT THE UNIVERSITY. THE FORM 990 IS THEN FORWARDED TO THE BOARD TO REVIEW AFTER IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE. THE SIGNED STATEMENTS ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND BY THE PRESIDENT. IF A CONFLICT OF INTEREST ARISES DURING A MEETING, THE BOARD OF TRUSTEES MEMBER OR THE PRESIDING OFFICER IDENTIFIES THE CONFLICT OF INTEREST, AND THE INDIVIDUAL EXCUSES THEMSELVES FROM DISCUSSION AND VOTE ON THE MATTER. TRANSACTIONS ARE MONITORED THROUGHOUT THE YEAR BY ADMINISTRATION TO ENSURE COMPLIANCE IS MAINTAINED.
FORM 990, PART VI, SECTION B, LINE 15LINE 15A: THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY BY AN INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD. A WRITTEN EVALUATION IS THEN COMPLETED AND COMPARED TO OTHER COLLEGE PRESIDENTS AT SIMILAR INSTITUTIONS. THE COMPENSATION AND RELATED BENEFITS PROVIDED ARE THEN APPROVED BY THE FULL AND INDEPENDENT BOARD IN THE EXECUTIVE SESSION. THESE DELIBERATIONS ARE RECORDED IN THE CORPORATE MINUTES. LINE 15B: ANNUAL WRITTEN PERFORMANCE EVALUATIONS ARE CONDUCTED BY THE INDEPENDENT PRESIDENT, WHICH BECOMES THE BASIS FOR PAY INCREASES; THE PRESIDENT CONSIDERS COMPARABLE COMPENSATION FOR OTHER SIMILAR QUALIFIED INDIVIDUALS. THESE DELIBERATIONS ARE DOCUMENTED IN EMPLOYEE FILES.
FORM 990, PART VI, SECTION C, LINE 19ANDERSON UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PERPETUAL TRUST 121,919.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SOUTH CAROLINA BAPTIST CONVENTION
189 STONERIDGE DRIVECOLUMBIASC29210570360087CONVENTION OF CHURCHESSC501(C)(3)LINE 1N/A0
THE BAPTIST FOUNDATION OF SOUTH CAROLINA
189 STONERIDGE DRIVECOLUMBIASC29210570348054INSTITUTION OF SCBC DESIGNATED FOR THE MANAGEMENT OF TRUST FUNDSSC501(C)(3)LINE 10SOUTH CAROLINA BAPTIST CONVENTION
ANDERSON UNIVERSITY FOUNDATION
316 BOULEVARDANDERSONSC29621415251249SUPPORT HIGHER EDUCATION INSTITUTIONS IN SCSC501(C)(3)LINE 12A, IYes (1)ANDERSON UNIVERSITY

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
BAPTIST FOUNDATION- ANDERSON UNIVERSITY ENDOWMENT 10154000
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION- FRANCIS MARION WARDEN SCHOLARSHIP TRUST
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION- CH BRANYON ENDOWMENT
190 STONERIDGE DRIVECOLUMBIASC292108329570348054NET INCOME ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION- LUCILLE TALMADGE GAINES SCHOLARSHIP FUND
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION- OLIN D JOHNSTON TRUST
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION-CLIFF AND BARBARA SATTERWHITE SCHOLARSHIP FUND
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BAPTIST FOUNDATION-CHARLES T EDMONDS ENDOWMENT
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
CHARITABLE REMAINDER UNITRUST (1)
CHARITABLE REMAINDER UNITRUSTSCANDERSON UNIVERSITYYes (1)
BAPTIST FOUNDATION-PL MCCALL SR & BELLE W MCCALL ENDOWMENT
190 STONERIDGE DRIVECOLUMBIASC292108329570348054ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
BERTHA FORTUNE TRUST (PREVIOUSLY BB&T)
PO BOX 896825CHARLOTTENC282896825593482833IRREVOCABLE TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
STRINGER FOUNDATION
1602 N BOULEVARDANDERSONSC29621576022719ENDOWMENT TRUSTSCANDERSON UNIVERSITY1.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd