Skip to content
Nonprofiteer
← UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION

Form 990 for tax year 2022

Filed by UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION.

Totals

Total revenue
$64,081,466
Total expenses
$52,078,875
Contributions and grants received
$44,422,639
Grants paid
$18,581,217
Program services expenses (Part IX)
$47,506,256
Management and general expenses
$3,742,118
Fundraising expenses
$830,501
Program service expenses (Part III)
$47,506,256

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RITA CAUGHMAN

    CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • JAMES BENNETT

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KENDA LAUGHEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PAMELA A BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES P BARROW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM D CHASE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN W CRAMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS C DEAS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CALVIN H ELAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • R KEITH ELLIOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FELICIA HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOYD B JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN V JONSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER JUDGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • S STANLEY JUK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA J KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN D MARINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUFUS C MCENTIRE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEAH B MOODY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD S PLYLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H PORTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM N SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF SPEARS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY TAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J ALLEN WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • R JASON CASKEY

    PRESIDENT AND CEO, UNIVERSITY FOUNDATION

    Total calculated
    $430,935
    From this org
    $404,230
    From related orgs
    $0
    Other
    $26,705
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $353,730
    Bonus
    $30,000
    Other
    $20,500
    Deferred
    $11,938
    Nontaxable benefits
    $14,767
    Filer's total
    $430,935

  • KIM ELLIOTT

    CFO AND TREASURER

    Total calculated
    $287,407
    From this org
    $276,000
    From related orgs
    $0
    Other
    $11,407
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $245,500
    Bonus
    $10,000
    Other
    $20,500
    Deferred
    $10,569
    Nontaxable benefits
    $838
    Filer's total
    $287,407

  • HUNTER LAMBERT

    ASSISTANT VICE PRESIDENT, DIRECTOR R.E.

    Total calculated
    $132,761
    From this org
    $116,230
    From related orgs
    $0
    Other
    $16,531
    Hours/week
    15 + 25 related

  • LINDSEY FISHER

    SECRETARY

    Total calculated
    $100,315
    From this org
    $72,743
    From related orgs
    $0
    Other
    $27,572
    Hours/week
    30 + 10 related

  • SUSAN B SMITH

    COO

    Total calculated
    $267,438
    From this org
    $199,243
    From related orgs
    $0
    Other
    $68,195
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $199,243
    Bonus
    $0
    Other
    $0
    Deferred
    $67,357
    Nontaxable benefits
    $838
    Filer's total
    $267,438

  • HARRIS PASTIDES

    UNIVERSITY PRESIDENT

    Total calculated
    $221,229
    From this org
    $221,229
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,679
    Bonus
    $0
    Other
    $2,550
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $221,229

  • MICHAEL AMIRIDIS

    UNIVERSITY PRESIDENT

    Total calculated
    $297,631
    From this org
    $297,631
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,679
    Bonus
    $0
    Other
    $3,952
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $297,631

  • JENNIFER MUIR

    DIRECTOR OF INVESTMENTS

    Total calculated
    $211,084
    From this org
    $159,564
    From related orgs
    $0
    Other
    $51,520
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $156,564
    Bonus
    $3,000
    Other
    $0
    Deferred
    $9,506
    Nontaxable benefits
    $42,014
    Filer's total
    $211,084

  • JEAN PINCKNEY

    DIRECTOR OF ACCOUNTING

    Total calculated
    $146,358
    From this org
    $134,804
    From related orgs
    $0
    Other
    $11,554
    Hours/week
    1 + 39 related

  • RUTH ANN SHULER

    DIRECTOR OF PLANNED GIVING

    Total calculated
    $165,796
    From this org
    $122,181
    From related orgs
    $0
    Other
    $43,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,181
    Bonus
    $0
    Other
    $0
    Deferred
    $29,893
    Nontaxable benefits
    $13,722
    Filer's total
    $165,796

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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)

PART VII LINE 5
RUTH ANN SHULER RECEIVED HER COMPENSATION (INCLUDING RETIREMENT BENEFITS) FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MS. SHULER RECEIVED A TOTAL OF $122,181. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS.
SCHEDULE J PART III: ADDITIONAL INFORMATION
USC EDUCATIONAL FOUNDATION EMPLOYEES PROVIDE SERVICES FOR BOTH THE USC EDUCATIONAL FOUNDATION AND THE USC DEVELOPMENT FOUNDATION, INCLUDING ITS SUBSIDIARIES. THE AMOUNTS IN SCHEDULE J INCLUDE COMPENSATION FOR SERVICES RENDERED TO BOTH ORGANIZATIONS. THE USC DEVELOPMENT FOUNDATION AND ITS SUBSIDIARIES PROVIDE THE USC EDUCATIONAL FOUNDATION WITH A LUMP SUM ALLOCATION TOWARDS PERSONNEL EXPENSES.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 April 2024
IRS schema version
2022v5.0
Source object
202401109349301100

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.