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Nonprofiteer
← THE CORPORATION OF MERCER UNIVERSITY

Form 990 for tax year 2023

Filed by THE CORPORATION OF MERCER UNIVERSITY.

Totals

Total revenue
$477,213,144
Total expenses
$443,819,035
Contributions and grants received
$61,644,050
Grants paid
$105,223,802
Program services expenses (Part IX)
$423,130,169
Management and general expenses
$17,239,829
Fundraising expenses
$3,449,037
Program service expenses (Part III)
$423,130,169

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM UNDERWOOD

    PRESIDENT/PROFESSOR

    Total calculated
    $726,059
    From this org
    $672,316
    From related orgs
    $0
    Other
    $53,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $672,316
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $20,743
    Filer's total
    $726,059

  • AMY MILLER WALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY AMOS COPELAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN W GRIFFITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROYN TOWNSEND MCAFEE BRUNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHY CALLAWY ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES WATSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID E HUDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR BARBARA BROWN TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR JAMES C ELDER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR SPENCER B KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR STANLEY DEMETRIUS JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DWIGHT J DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD SCHUTTER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELI MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIN KELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENE GABBARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENELLE JENNINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEATHER DARDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J HENRY WALKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J THOMAS MCAFEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES WILLIAM THOMAS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER NUNN TARBUTTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIMMY CARTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE SAM ROBINSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE LONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN HEAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LARRY BRADEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LIZA CHAPMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M TROY WOODS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M YVETTE MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MALCOM S BURGESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC TREADWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAXINE C MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BOGGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MILTON L CRUZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY GRACE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NATHAN DEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RABUN MATTHEWS III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT F HATCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT G GODDARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERRY ENGLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS P BISHOP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TONY MOYE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VIRGIL L ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • W LOUIS SANDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM A MOYE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BRADLEY TURNER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM KNOX POU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID DAVIS

    PROVOST

    Total calculated
    $393,162
    From this org
    $341,763
    From related orgs
    $0
    Other
    $51,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,763
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $18,399
    Filer's total
    $393,162

  • JAMES NETHERTON

    EXEC VP-ADMIN & FINANCE

    Total calculated
    $405,401
    From this org
    $353,994
    From related orgs
    $0
    Other
    $51,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,994
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $18,407
    Filer's total
    $405,401

  • JOHN PATTERSON

    SENIOR VP FOR ADVANCEMENT

    Total calculated
    $329,973
    From this org
    $282,568
    From related orgs
    $0
    Other
    $47,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,568
    Bonus
    $0
    Other
    $0
    Deferred
    $29,400
    Nontaxable benefits
    $18,005
    Filer's total
    $329,973

  • JULIA DAVIS

    AVP FINANCE & TREASURER

    Total calculated
    $202,925
    From this org
    $182,200
    From related orgs
    $0
    Other
    $20,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,200
    Bonus
    $0
    Other
    $0
    Deferred
    $18,200
    Nontaxable benefits
    $2,525
    Filer's total
    $202,925

  • KELLIE APPEL

    SENIOR VP FOR STRATEGIC INITIATIVES

    Total calculated
    $288,452
    From this org
    $245,040
    From related orgs
    $0
    Other
    $43,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,040
    Bonus
    $0
    Other
    $0
    Deferred
    $25,600
    Nontaxable benefits
    $17,812
    Filer's total
    $288,452

  • LARRY BRUMMLEY

    SENIOR VP FOR MARKETING COMMUNICATIONS AND CHIEF OF STAFF

    Total calculated
    $289,753
    From this org
    $260,582
    From related orgs
    $0
    Other
    $29,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,582
    Bonus
    $0
    Other
    $0
    Deferred
    $26,155
    Nontaxable benefits
    $3,016
    Filer's total
    $289,753

  • MATTHEW HALL

    GENERAL COUNSEL

    Total calculated
    $228,378
    From this org
    $197,168
    From related orgs
    $0
    Other
    $31,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,168
    Bonus
    $0
    Other
    $0
    Deferred
    $13,777
    Nontaxable benefits
    $17,433
    Filer's total
    $228,378

  • PENNY ELKINS

    SENIOR VP FOR ENTROLLMENT MANAGEMENT

    Total calculated
    $356,057
    From this org
    $306,718
    From related orgs
    $0
    Other
    $49,339
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,718
    Bonus
    $0
    Other
    $0
    Deferred
    $31,200
    Nontaxable benefits
    $18,139
    Filer's total
    $356,057

  • ANDREA MITCHELL

    EXECUTIVE DIRECTOR

    Total calculated
    $303,157
    From this org
    $260,359
    From related orgs
    $0
    Other
    $42,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,359
    Bonus
    $0
    Other
    $0
    Deferred
    $26,908
    Nontaxable benefits
    $15,890
    Filer's total
    $303,157

  • ANITA GUSTAFSON

    DEAN/PROFESSOR

    Total calculated
    $120,187
    From this org
    $99,982
    From related orgs
    $0
    Other
    $20,205
    Hours/week
    40

  • JEAN SUMNER

    DEAN/PROFESSOR

    Total calculated
    $505,705
    From this org
    $453,444
    From related orgs
    $0
    Other
    $52,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,444
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $19,261
    Filer's total
    $505,705

  • ANDREW CRONIC

    HEAD FOOTBALL COACH

    Total calculated
    $353,953
    From this org
    $304,490
    From related orgs
    $0
    Other
    $49,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,490
    Bonus
    $0
    Other
    $0
    Deferred
    $31,250
    Nontaxable benefits
    $18,213
    Filer's total
    $353,953

  • DON NAKAYAMA

    SENIOR ASSOCIATE DEAN/SCHOOL OF MEDICINE

    Total calculated
    $973,449
    From this org
    $951,444
    From related orgs
    $0
    Other
    $22,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $951,444
    Bonus
    $0
    Other
    $0
    Deferred
    $14,736
    Nontaxable benefits
    $7,269
    Filer's total
    $973,449

  • EDWIN GRIMSLEY

    SENIOR ASSOCIATE DEAN/SCHOOL OF MEDICINE

    Total calculated
    $352,012
    From this org
    $302,691
    From related orgs
    $0
    Other
    $49,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,691
    Bonus
    $0
    Other
    $0
    Deferred
    $31,100
    Nontaxable benefits
    $18,221
    Filer's total
    $352,012

  • GREGORY GARY

    HEAD MEN'S BASKETBALL COACH

    Total calculated
    $337,925
    From this org
    $315,500
    From related orgs
    $0
    Other
    $22,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,500
    Bonus
    $0
    Other
    $0
    Deferred
    $18,930
    Nontaxable benefits
    $3,495
    Filer's total
    $337,925

  • JOHN HAWKINS

    ASSOCIATE PROFESSOR

    Total calculated
    $544,060
    From this org
    $491,494
    From related orgs
    $0
    Other
    $52,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $491,494
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $19,566
    Filer's total
    $544,060

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a HOUSING ALLOWANCE, PERSONAL SERVICES AND CLUB DUES
WILLIAM UNDERWOOD, MERCER UNIVERSITY PRESIDENT, RECEIVED A PROVISION OF HOUSING, INCLUDING CUSTODIAL SERVICES, FOR BUSINESS USE. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. JAMES NETHERTON, EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, RECEIVED A CORPORATE MEMBERSHIP TO A SOCIAL CLUB. THIS WAS NOT TREATED AS TAXABLE INCOME THERE ARE SOME ATHETIC COACHES THAT RECEIVE A MEMBERSHIP TO A SOCIAL CLUB. THE MEMBERSHIPS ARE USED FOR THE SPORT (I.E. GOLF) AND FOR RECRUITING. THE ALTHETIC COACHES ARE REQUIRED TO TRACK THEIR TIME AND CERTIFY THE USE. THIS IS NOT TREATED AS TAXABLE INCOME.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349302797

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