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Nonprofiteer
← UNIVERSITY OF THE SOUTH

Form 990 for tax year 2023

Filed by UNIVERSITY OF THE SOUTH.

What the amendment changed

Compared with the return it replaced , filed 29 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed under a different title

  • Deborah Vaughn: Former VP University Relations then VP University Relations thru June 30, 2024
  • Erica Howard: Former Dean of Students then Special Asst to the Provost
  • Nancy Berner: Vice Chancellor/President thru 6/30/23 then Form Vice Chancellor/President
  • Terry Papillon: Dean of the College thru 6/30/23 then Former Dean of the College

Totals

Total revenue
$192,791,920
Total expenses
$187,391,900
Contributions and grants received
$23,086,399
Grants paid
$56,362,488
Program service revenue
$137,772,888
Investment income
$31,085,205
Other revenue
$847,428
Total assets, end of year
$851,048,467
Total liabilities, end of year
$104,260,649
Net assets or fund balances, end of year
$746,787,818
Program services expenses (Part IX)
$167,247,961
Management and general expenses
$17,611,066
Fundraising expenses
$2,532,873
Program service expenses (Part III)
$167,247,961

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,881,653

  • 1f · All other contributions, gifts and grants

    $21,204,746

  • 1g · Noncash contributions included above

    $2,337,312

  • 2a · Program service revenue: Tuition and Fees

    total $95,242,410 · related or exempt $95,242,410 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Auxiliary Sales and Services

    total $39,306,316 · related or exempt $35,353,307 · unrelated business $3,953,009 · excluded $0

  • 2c · Program service revenue: Education Sales and Services

    total $1,633,972 · related or exempt $1,633,972 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $1,590,190 · related or exempt $1,590,190 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,750,688 · related or exempt $0 · unrelated business -$85,405 · excluded $3,836,093

  • 4 · Income from investment of tax-exempt bond proceeds

    total $39,896 · related or exempt $0 · unrelated business $0 · excluded $39,896

  • 5 · Royalties

    total $847,428 · related or exempt $0 · unrelated business $0 · excluded $847,428

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $207,751,932 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $180,457,311 · other assets $0

  • 7c · Gain or loss

    securities $27,294,621 · other assets $0

  • 7d · Net gain or loss

    total $27,294,621 · related or exempt $0 · unrelated business $0 · excluded $27,294,621

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $53,790,874 · program services $53,790,874

  • 3 · Grants to foreign organizations and individuals

    total $2,571,614 · program services $2,571,614

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $2,467,519 · program services $622,956 · management and general $1,787,458 · fundraising $57,105

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $53,453,555 · program services $45,810,905 · management and general $6,196,899 · fundraising $1,445,751

  • 8 · Pension plan contributions

    total $5,775,284 · program services $4,949,549 · management and general $669,532 · fundraising $156,203

  • 9 · Other employee benefits

    total $9,703,429 · program services $8,316,058 · management and general $1,124,924 · fundraising $262,447

  • 10 · Payroll taxes

    total $3,620,622 · program services $3,102,955 · management and general $419,741 · fundraising $97,926

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $181,164 · program services $62,451 · management and general $118,713 · fundraising $0

  • 11c · Fees: accounting

    total $145,242 · program services $23,930 · management and general $121,312 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $1,325,466 · program services $0 · management and general $1,325,466 · fundraising $0

  • 11g · Fees: other

    total $17,801,611 · program services $15,788,314 · management and general $1,778,477 · fundraising $234,820

  • 12 · Advertising and promotion

    total $2,121,705 · program services $1,660,086 · management and general $412,157 · fundraising $49,462

  • 13 · Office expenses

    total $2,616,248 · program services $2,339,345 · management and general $230,913 · fundraising $45,990

  • 14 · Information technology

    total $1,594,387 · program services $1,384,436 · management and general $208,250 · fundraising $1,701

  • 15 · Royalties

    total $31 · program services $31 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,081,208 · program services $1,919,902 · management and general $126,756 · fundraising $34,550

  • 17 · Travel

    total $1,920,717 · program services $1,834,861 · management and general $48,172 · fundraising $37,684

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $946,837 · program services $546,278 · management and general $368,151 · fundraising $32,408

  • 20 · Interest

    total $2,062,785 · program services $1,995,060 · management and general $67,725 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $6,621,870 · program services $5,909,098 · management and general $712,772

  • 23 · Insurance

    total $1,529,644 · program services $1,110,697 · management and general $418,923 · fundraising $24

  • 24a · Other expenses: Food

    total $6,401,064 · program services $5,400,456 · management and general $949,241 · fundraising $51,367

  • 24b · Other expenses: Equipment Rental/Maintenance

    total $428,577 · program services $376,306 · management and general $32,389 · fundraising $19,882

  • 24c · Other expenses: Utilities

    total $2,970,360 · program services $2,929,526 · management and general $40,834 · fundraising $0

  • 24d · Other expenses: Renewals and Replacements

    total $2,095,562 · program services $1,642,345 · management and general $449,635 · fundraising $3,582

  • 24e · All other expenses

    total $3,164,525 · program services $3,159,928 · management and general $2,626 · fundraising $1,971

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,236,552 · end of year $9,834,271

  • 2 · Savings and temporary cash investments

    beginning of year $66,116,693 · end of year $47,795,845

  • 3 · Pledges and grants receivable

    beginning of year $31,834,504 · end of year $32,574,006

  • 4 · Accounts receivable

    beginning of year $4,160,362 · end of year $2,134,803

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $266,004 · end of year $307,166

  • 8 · Inventories for sale or use

    beginning of year $560,418 · end of year $510,287

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,740,777 · end of year $3,164,341

  • 10a · Land, buildings and equipment: cost or other basis

    $354,723,635

  • 10b · Land, buildings and equipment: accumulated depreciation

    $128,586,794

  • 10c · Land, buildings and equipment, net

    beginning of year $210,896,708 · end of year $226,136,841

  • 11 · Investments: publicly traded securities

    beginning of year $174,131,372 · end of year $241,909,398

  • 12 · Investments: other securities

    beginning of year $284,936,247 · end of year $254,527,583

  • 13 · Investments: program-related

    beginning of year $1,818,007 · end of year $2,043,290

  • 14 · Intangible assets

    beginning of year $3,253,750 · end of year $3,083,069

  • 15 · Other assets

    beginning of year $25,006,665 · end of year $27,027,567

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,954,123 · end of year $16,548,968

  • 19 · Deferred revenue

    beginning of year $740,547 · end of year $967,939

  • 20 · Tax-exempt bond liabilities

    beginning of year $80,579,259 · end of year $79,037,914

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,508,554 · end of year $1,031,438

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,753,301 · end of year $6,674,390

  • 27 · Net assets without donor restrictions

    beginning of year $278,077,891 · end of year $280,114,675

  • 28 · Net assets with donor restrictions

    beginning of year $431,344,384 · end of year $466,673,143

Mission and programs · 2023

Mission

The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in ordained and lay vocations.

Activities or mission (Part I)

An Episcopal University composed of the College of Arts and Sciences and the School of Theology.

  • INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH.

    Expenses $100,528,962 · Grants $56,362,488 · Revenue $95,242,410

  • HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST.

    Expenses $22,775,085 · Revenue $39,306,316

  • STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY.

    Expenses $21,531,713 · Revenue $1,633,972

  • OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES, PUBLIC SERVICE, AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION.

    Expenses $22,412,201 · Revenue $1,590,190

As filed on the 2023 return.

Listed in Part VII

  • Nancy Berner

    Form Vice Chancellor/President

    Total calculated
    $479,343
    From this org
    $389,865
    From related orgs
    $0
    Other
    $89,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $374,143
    Bonus
    $0
    Other
    $15,723
    Deferred
    $58,397
    Nontaxable benefits
    $31,081
    Filer's total
    $479,344

  • Robert Pearigen

    Vice Chancellor/President

    Total calculated
    $325,289
    From this org
    $272,782
    From related orgs
    $0
    Other
    $52,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,511
    Bonus
    $0
    Other
    $272
    Deferred
    $28,173
    Nontaxable benefits
    $24,334
    Filer's total
    $325,290

  • Terry Papillon

    Former Dean of the College

    Total calculated
    $313,195
    From this org
    $258,854
    From related orgs
    $0
    Other
    $54,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,202
    Bonus
    $0
    Other
    $653
    Deferred
    $28,826
    Nontaxable benefits
    $25,515
    Filer's total
    $313,196

  • Scott Wilson

    Provost

    Total calculated
    $308,982
    From this org
    $257,855
    From related orgs
    $0
    Other
    $51,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,623
    Bonus
    $0
    Other
    $233
    Deferred
    $34,265
    Nontaxable benefits
    $16,863
    Filer's total
    $308,984

  • Douglass Williams

    Treasurer

    Total calculated
    $307,782
    From this org
    $261,621
    From related orgs
    $0
    Other
    $46,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,274
    Bonus
    $0
    Other
    $348
    Deferred
    $33,923
    Nontaxable benefits
    $12,238
    Filer's total
    $307,783

  • Lisa Stephenson

    Former Vice Provost Student Success

    Total calculated
    $300,531
    From this org
    $260,954
    From related orgs
    $0
    Other
    $39,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,721
    Bonus
    $0
    Other
    $233
    Deferred
    $33,763
    Nontaxable benefits
    $5,814
    Filer's total
    $300,531

  • Deborah Vaughn

    VP University Relations thru June 30, 2024

    Total calculated
    $292,115
    From this org
    $243,427
    From related orgs
    $0
    Other
    $48,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,079
    Bonus
    $0
    Other
    $348
    Deferred
    $32,464
    Nontaxable benefits
    $16,224
    Filer's total
    $292,115

  • David Shipps

    VP Econ Dev

    Total calculated
    $256,396
    From this org
    $189,063
    From related orgs
    $0
    Other
    $67,333
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $188,831
    Bonus
    $0
    Other
    $233
    Deferred
    $25,344
    Nontaxable benefits
    $41,990
    Filer's total
    $256,398

  • Marquitte Starkey

    General Counsel

    Total calculated
    $237,608
    From this org
    $205,401
    From related orgs
    $0
    Other
    $32,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,169
    Bonus
    $0
    Other
    $233
    Deferred
    $26,546
    Nontaxable benefits
    $5,661
    Filer's total
    $237,609

  • Sibby Anderson Thompkins

    Vice Provost for DEI

    Total calculated
    $235,589
    From this org
    $193,467
    From related orgs
    $0
    Other
    $42,122
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,234
    Bonus
    $0
    Other
    $233
    Deferred
    $26,032
    Nontaxable benefits
    $16,090
    Filer's total
    $235,589

  • Alan Ramirez

    Dean of Admissions

    Total calculated
    $217,025
    From this org
    $183,583
    From related orgs
    $0
    Other
    $33,442
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,520
    Bonus
    $0
    Other
    $63
    Deferred
    $24,102
    Nontaxable benefits
    $9,340
    Filer's total
    $217,025

  • Betsy Sandlin

    Interim Dean of the College

    Total calculated
    $207,014
    From this org
    $156,956
    From related orgs
    $0
    Other
    $50,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,864
    Bonus
    $0
    Other
    $93
    Deferred
    $20,614
    Nontaxable benefits
    $29,444
    Filer's total
    $207,015

  • Erica Howard

    Special Asst to the Provost

    Total calculated
    $198,561
    From this org
    $170,821
    From related orgs
    $0
    Other
    $27,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,589
    Bonus
    $0
    Other
    $233
    Deferred
    $22,172
    Nontaxable benefits
    $5,568
    Filer's total
    $198,562

  • James Turrell

    Dean School of Theology

    Total calculated
    $172,655
    From this org
    $125,685
    From related orgs
    $0
    Other
    $46,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,276
    Bonus
    $0
    Other
    $409
    Deferred
    $37,823
    Nontaxable benefits
    $9,147
    Filer's total
    $172,655

  • Robert E Bachman

    Board Member

    Total calculated
    $157,301
    From this org
    $141,923
    From related orgs
    $0
    Other
    $15,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,536
    Bonus
    $0
    Other
    $93
    Deferred
    $19,329
    Nontaxable benefits
    $1,119
    Filer's total
    $214,077

  • Nicollette Campbell

    Dean of Students

    Total calculated
    $156,025
    From this org
    $125,531
    From related orgs
    $0
    Other
    $30,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,439
    Bonus
    $0
    Other
    $93
    Deferred
    $16,383
    Nontaxable benefits
    $14,110
    Filer's total
    $156,025

  • Jay Fisher

    Acting VP University Relations

    Total calculated
    $121,543
    From this org
    $96,653
    From related orgs
    $0
    Other
    $24,890
    Hours/week
    40

  • Brent Tate

    Board Member

    Total calculated
    $117,670
    From this org
    $101,715
    From related orgs
    $0
    Other
    $15,955
    Hours/week
    40

  • Julia M Gatta

    Board Member

    Total calculated
    $60,776
    From this org
    $56,315
    From related orgs
    $0
    Other
    $4,461
    Hours/week
    40

  • Steve Dear

    Board Member

    Total calculated
    $46,714
    From this org
    $41,667
    From related orgs
    $0
    Other
    $5,047
    Hours/week
    40

  • Abby Cole

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Adam Dawkins

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Allison Pace

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Amanda Moran

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Andrew Carter

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Andrew Crone

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Andrew Moreman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Anna Graham

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ashley Cusack

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ashley Simpson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Asitha Sandanayake

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Betsy Cox

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • BJ Shelton

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Brian Jackson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Brian L Cole

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • C Andrew Doyle

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Canon Doris Westfall

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Canon Walter Brownridge

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Carlton White

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Carmen Germino

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Carol Titus

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Catherine Foster

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Chalankis Brown

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Charles L White

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Chris Sturgeon

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Cindy Phelps Streit

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dalton Lyon

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Daniel Manuel

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Daniel P Richards

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David Bale

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David Boyd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David G Read

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David M Goldberg

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Debra Wilson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Deon Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Don Rodgers

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Donna Mote

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dorothy Sanders Wells

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Douglas Scharf

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Drew Broach

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ed Miller

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Eliza Epps Williams

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Emmanuel Bessay

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Eric Stevenson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Fay Fitzsimons Walker

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Felysha Jenkins

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Frances L Webster

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Frances Ladd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Frank Sullivan Logue

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Fred Rhodes Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Gene B Manning

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • George G Clarke Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • George Harrison

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • George R Sumner

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • George Williamson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Glenda S Curry

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Gregory Hearing

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Harriet Cousins

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Harris Powers

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Harry Groce

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Henry Setser

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Hilary Jarvis

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • J Russell Kendrick

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • J Scott Mayer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jack Lauless

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jackson Byron Greene

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jacob W Owensby

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • James Folds Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jean McDowell Martin

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jeff Runge

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jeff W Fisher

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jeffery L Patenaude

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Brooke Davidson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Staats

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Johanna Oliver Rousseaux

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • John Bauerschmidt

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • John Buckley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • John T W Harmon

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Johnson Jeffers

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jose A McLoughlin

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Joseph B Mays Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Julie Curd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Justin S Holcomb

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Kathryn M Ryan

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Katie Pearson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Kirby L Colson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Kristine Laudadio Devine

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Kym Lucas

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Laura Marshall

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Leah Braswell

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Lenore Adediran

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Leslie Newman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Lisa McIndoo

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Lori Ranner

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marcel Lettre

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marguerite Lloyd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marian Keator

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mark Van Koevering

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Marti Dalby

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mary Claire Murphy

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Matthew Farr

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Matthew Hunter

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Max Angerholzer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Bordelon

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Edge

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Goldsmith

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Hoffman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Reeves

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Smith

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mishoe Brennecke

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Molly Dougall Rasmussen

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Molly Holdeman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nancy Turner Jones

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nancy Ward

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Neil L Pruitt

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Neil Raman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nick Funk

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nikki Mathis

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • OB Grayson Hall

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Paige Fisher

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Pamela Jordan Anderson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Patrick Comer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Paul Talbot

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Perrin Dargan

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Peter Eaton

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Phoebe A Roaf

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Raj Sivananthan

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Rayid Ghani

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Renia R Dotson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Richard Ammons

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Rob Skirving

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert B Crow

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert B Wood

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert Beazley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert Fowler

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert Husted

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert L Brown

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robert Wright

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robin A Reed

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Robin Rotman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Rusty McCown

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ruth M Woodliff Stanley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ryan Currie

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Samuel Rodman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sandy Guitar

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sarah Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Scott Bagley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Shannon Rogers Duckworth

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sher Shah Mir

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Miller

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Stephen Spicer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Susan Griffith

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Susan Haynes

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tammy Breitbarth

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Terry Allen White

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tom Purdy

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Trey Reliford

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Trippe Cheek

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Val Crumpton

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Vera Guarino

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • W A Stringer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Whit Davis

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • William Campbell

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • William Stokes

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Wm Andrew McLarty Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2

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, and on a Form 990-PF Part VIII's — 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 · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · 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
THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT THEY CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCATED TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D)
Schedule J, Part I, Line 3
THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Sewanee Village Ventures Inc

    C · Help create new businesses, civic spaces, and housing · TN · 100% owned · share of income $0 · share of assets $1,216,180 · controlled entity

    Directly controlled by The University of the South

Provenance

Return type
form_990
Tax year
2023
Filed
29 November 2024
IRS schema version
2023v6.0
Source object
202541289349302834

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