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Nonprofiteer
← THE CORPORATION OF MERCER UNIVERSITY

Form 990 for tax year 2022

Filed by THE CORPORATION OF MERCER UNIVERSITY.

Totals

Total revenue
$434,660,951
Total expenses
$414,983,749
Contributions and grants received
$62,393,992
Grants paid
$97,527,781
Program services expenses (Part IX)
$393,969,162
Management and general expenses
$17,567,945
Fundraising expenses
$3,446,642
Program service expenses (Part III)
$393,969,162

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM UNDERWOOD

    PRESIDENT/PROFESSOR OF LAW

    Total calculated
    $702,106
    From this org
    $644,415
    From related orgs
    $0
    Other
    $57,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $644,415
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $27,191
    Filer's total
    $702,106

  • CATHY CALLAWAY ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VIRGIL L ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H ANDERSON II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • G HOLMES BELL IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS P BISHOP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE MICHAEL BOGGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN TOWNSEND MCAFEE BRUNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MALCOLM S BURGESS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES L CANTRELL III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIMMY CARTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LIZA CHAPMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY AMOS COPELAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MILTON L CRUZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEATHER DARDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DWIGHT J DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE NATHAN DEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERRY ENGLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENE GABBARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT G GODDARD III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT F HATCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR ROY HEAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID E HUDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENELLE JENNINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR STANLEY DEMETRIUS JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR SHAUN KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR SPENCER B KING III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEN CLAUDE M KICKLIGHTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE LONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • A RABUN A MATTHEWS III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J THOMAS MCAFEE III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE M YVETTE MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACKIE BAUGH MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELI MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE MAXINE C MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY DIANE OWENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM KNOX POU JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE SAM ROBINSON JR

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE W LOUIS SANDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS R SHERIDAN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER NUNN TARBUTTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR BARBARA BROWN TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES WILLIAM THOMAS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE MARC TREADWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BRADLEY TURNER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J HENRY WALKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RAYMOND M WARREN III

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES WATSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY S WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M TROY WOODS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CURTIS G ANDERSON

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • DR JAMES C ELDER JR

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN W GRIFFITH III

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • J CURTIS LEWIS III

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • DAVID E LINCH

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM A MOYE

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • J REG MURPHY

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • RICHARD A SCHNEIDER

    TRUSTEE (UNTIL 11/11/2022)

    Total calculated
    $0
    Hours/week
    1

  • JAMES NETHERTON

    EXEC VP - ADMIN & FINANCE

    Total calculated
    $403,295
    From this org
    $347,561
    From related orgs
    $0
    Other
    $55,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,561
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $25,234
    Filer's total
    $403,295

  • DAVID DAVIS

    PROVOST/PROFESSOR

    Total calculated
    $398,690
    From this org
    $329,728
    From related orgs
    $0
    Other
    $68,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,728
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $38,462
    Filer's total
    $398,690

  • PENNY ELKINS

    SR VP - ENROLLMENT MGMT

    Total calculated
    $347,584
    From this org
    $299,787
    From related orgs
    $0
    Other
    $47,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,787
    Bonus
    $0
    Other
    $0
    Deferred
    $30,450
    Nontaxable benefits
    $17,347
    Filer's total
    $347,584

  • JOHN PATTERSON

    SR VP - UNIV ADVANCEMENT

    Total calculated
    $340,220
    From this org
    $275,955
    From related orgs
    $0
    Other
    $64,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,955
    Bonus
    $0
    Other
    $0
    Deferred
    $28,700
    Nontaxable benefits
    $35,565
    Filer's total
    $340,220

  • LARRY BRUMLEY

    SR VP - MARKETING COMM

    Total calculated
    $284,641
    From this org
    $255,458
    From related orgs
    $0
    Other
    $29,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,458
    Bonus
    $0
    Other
    $0
    Deferred
    $25,602
    Nontaxable benefits
    $3,581
    Filer's total
    $284,641

  • KELLIE APPEL

    SR VP - STRATEGIC INITIATI

    Total calculated
    $297,982
    From this org
    $240,427
    From related orgs
    $0
    Other
    $57,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,427
    Bonus
    $0
    Other
    $0
    Deferred
    $22,640
    Nontaxable benefits
    $34,915
    Filer's total
    $297,982

  • JULIA DAVIS

    AVP FINANCE & TREASURER

    Total calculated
    $196,854
    From this org
    $175,325
    From related orgs
    $0
    Other
    $21,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,325
    Bonus
    $0
    Other
    $0
    Deferred
    $17,670
    Nontaxable benefits
    $3,859
    Filer's total
    $196,854

  • MATTHEW HALL

    INTERIM GENERAL COUNSEL

    Total calculated
    $215,728
    From this org
    $173,271
    From related orgs
    $0
    Other
    $42,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,271
    Bonus
    $0
    Other
    $0
    Deferred
    $10,863
    Nontaxable benefits
    $31,594
    Filer's total
    $215,728

  • JEAN SUMNER

    DEAN/PROFESSOR

    Total calculated
    $494,838
    From this org
    $444,611
    From related orgs
    $0
    Other
    $50,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $444,611
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $23,227
    Filer's total
    $494,838

  • ANDREA MITCHELL

    EXECUTIVE DIRECTOR

    Total calculated
    $302,944
    From this org
    $253,759
    From related orgs
    $0
    Other
    $49,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,759
    Bonus
    $0
    Other
    $0
    Deferred
    $26,206
    Nontaxable benefits
    $22,979
    Filer's total
    $302,944

  • ANITA GUSTAFSON

    DEAN/PROFESSOR OF HISTORY

    Total calculated
    $196,616
    From this org
    $160,595
    From related orgs
    $0
    Other
    $36,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,595
    Bonus
    $0
    Other
    $0
    Deferred
    $16,555
    Nontaxable benefits
    $19,466
    Filer's total
    $196,616

  • JOHN HAWKINS

    ASSOCIATE PROFESSOR

    Total calculated
    $548,710
    From this org
    $491,811
    From related orgs
    $0
    Other
    $56,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $491,811
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $26,399
    Filer's total
    $548,710

  • GREGORY GARY

    HEAD MEN'S BASKETBALL COACH

    Total calculated
    $324,072
    From this org
    $302,500
    From related orgs
    $0
    Other
    $21,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,500
    Bonus
    $0
    Other
    $0
    Deferred
    $18,150
    Nontaxable benefits
    $3,422
    Filer's total
    $324,072

  • EDWIN GRIMSLEY

    SENIOR ASSOCIATE DEAN, MAC

    Total calculated
    $355,532
    From this org
    $300,308
    From related orgs
    $0
    Other
    $55,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,308
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $24,724
    Filer's total
    $355,532

  • ANDREW CRONIC

    HEAD FOOTBALL COACH

    Total calculated
    $362,687
    From this org
    $299,727
    From related orgs
    $0
    Other
    $62,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,727
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $32,460
    Filer's total
    $362,687

  • SUSANNE GARDNER

    HEAD WOMENS BASKETBALL COACH

    Total calculated
    $331,038
    From this org
    $288,995
    From related orgs
    $0
    Other
    $42,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,995
    Bonus
    $0
    Other
    $0
    Deferred
    $29,100
    Nontaxable benefits
    $12,943
    Filer's total
    $331,038

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. PENNY ELKINS, MERCER UNIVERSITY EXECUTIVE VICE PRESIDENT, RECEIVED A PROVISION OF HOUSING 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.

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
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202411319349304971

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