2024-04-11T15:27:26-05:00 2023-05-31 BDO USA 421 FAYETTEVILLE ST SUITE 300 Raleigh NC 27601 990 2022-06-01 630288811 Birmingham-Southern College % LANE ESTES BIRM 2052264630 900 Arkadelphia Road Birmingham AL 35254 LANE ESTES VP FOR ADMIN & COO 2052264630 2024-04-11 true LANE ESTES 999009999 Sandra L Feinsmith P01064157 9192781936 2024-04-11 3 2022 2023-04-26 12:10:37Z Daniel Coleman 900 Arkadelphia Road Birmingham AL 35254 54194091 false X www.bsc.edu X 1856 AL SEE SCHEDULE O 29 28 711 28 0 0 8328281 9035356 33389820 32827351 917595 157569 59210 66105 42694906 42086381 9356611 9724582 0 0 21544695 20465049 0 0 4402102 49677144 23224614 80578450 53414245 -37883544 -11327864 106162162 90416824 39447010 35792952 66715152 54623872 X BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. false false 43549032 9724582 32827351 EDUCATIONAL OPPORTUNITIES FOR STUDENTS DURING THE 2022-2023 SCHOOL YEAR- THE TOTAL EXPERIENCE AT BSC FOCUSES ON THE STUDENT AND THEIR INTELLECTUAL AND ETHICAL DEVELOPMENT. WE OFFER THEM OPPORTUNITIES FOR SPIRITUAL AND PHYSICAL WELL BEING, AND OUR ACADEMIC PROGRAM CHALLENGES THEM TO UNDERSTAND A RANGE OF DISCIPLINES, WHILE REQUIRING THE IN-DEPTH STUDY OF ONE. THERE IS MUCH ABOUT OUR COLLEGE THAT IS DISTINCT. WE HAVE A DEDICATED FACULTY WHO MAINTAIN THEIR TRADITION OF UNDERGRADUATE SCHOLARSHIP AND RESEARCH; WE HAVE AN EXPLORATION TERM; AND WE EMPHASIZE LEADERSHIP STUDIES AND SERVICE-LEARNING, CROSS-CULTURAL OPPORTUNITIES, ON- AND OFF-CAMPUS MENTOR RELATIONSHIPS, AND AN EDUCATION WITHIN A LIBERAL ARTS CONTEXT. 43549032 true true false false false false false false false true true false false true true true false true true false false false false false false false false false true true true false false false false false false false false false false true false false false true false false false false true 140 0 true 711 true false false false false false false false false false false false false X 29 28 false false false false false true false true true false false true true true true true true true true false AL X LANE ESTES 2052264640 900 ARKADELPHIA ROAD Birmingham AL 35254 X TRENT R GILBERT VP ENROLLMENT MGMT 40.0 0.0 X 176533 0 22966 VIRGINIA G LOFTIN VP ADVANCEMENT 40.0 0.0 X 171508 0 18628 LANE K ESTES VP ADMIN/INTERIM CFO 40.0 0.0 X 152929 0 21738 SARA H ROBICHEAUX PROFESSOR 40.0 0.0 X 142260 0 20738 DANIEL B COLEMAN PRESIDENT 40.0 0.0 X X 138302 0 21409 ANTHONY W HAMBEY VP INFORMATION TECH. 40.0 0.0 X 132096 0 20583 TIMOTHY SMITH PROVOST 40.0 0.0 X 139043 0 12432 MARK SCHANTZ PROFESSOR 40.0 0.0 X 131355 0 15709 DAVID M EBERHARDT VP STUDENT DEVELOPMENT 40.0 0.0 X 122084 0 20280 RICK A LESTER ASSOCIATE PROFESSOR 40.0 0.0 X 114048 0 14248 VINCENT GAWRONSKI PROFESSOR 40.0 0.0 X 117440 0 9566 KENT S ANDERSEN INTERIM ASSO PROVOST 40.0 0.0 X 112323 0 8927 SYLVESTER T MAKOKO ASSISTANT PROFESSOR 40.0 0.0 X 112100 0 5885 REV KEITH THOMPSON BOARD MEMBER 1.0 0.0 X 0 0 0 JOELLE PHILLIPS BOARD MEMBER 1.0 0.0 X 0 0 0 SANDRA B THURMOND BOARD MEMBER 1.0 0.0 X 0 0 0 BROOKE TANNER BATTLE BOARD MEMBER 1.0 0.0 X 0 0 0 DERRY BUNTING BOARD MEMBER 1.0 0.0 X 0 0 0 RAGAN CAIN BOARD MEMBER 1.0 0.0 X 0 0 0 SUSAN D DOUGHTON BOARD MEMBER 1.0 0.0 X 0 0 0 ELIZABETH M DUNN BOARD MEMBER 1.0 0.0 X 0 0 0 DENSON N FRANKLIN III BOARD MEMBER 1.0 0.0 X 0 0 0 G COURTNEY FRENCH BOARD MEMBER 1.0 0.0 X 0 0 0 JOAB M LESENE III BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN JAMES MCMAHON III BOARD MEMBER 1.0 0.0 X 0 0 0 ASHLEY MENEGUZZI BOARD MEMBER 1.0 0.0 X 0 0 0 CARL DALTON CAL NESMITHIII BOARD MEMBER 1.0 0.0 X 0 0 0 ANDY NEWTON BOARD MEMBER 1.0 0.0 X 0 0 0 DENZEL E OKINEDO BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGE B SALEM BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID R SALIBA BOARD MEMBER 1.0 0.0 X 0 0 0 SCOTT SELMAN BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID M SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 BRYSON STEPHENS BOARD MEMBER 1.0 0.0 X 0 0 0 DR J KEVIN TUCKER BOARD MEMBER 1.0 0.0 X 0 0 0 VICTORIA LEE VANVALKENBURGH BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD B YEILDING BOARD MEMBER 1.0 0.0 X 0 0 0 DELYNN M ZELL BOARD MEMBER 1.0 0.0 X 0 0 0 THOMAS WATERS BOARD MEMBER 1.0 0.0 X 0 0 0 BISHOP DAVID GRAVES BOARD MEMBER 1.0 0.0 X 0 0 0 BISHOP DEBRA WALLACE-PADGETT BOARD MEMBER 1.0 0.0 X 0 0 0 1762021 0 213109 15 false true false BON APPETIT MANAGEMENT CO 2400 YORKMONT ROAD CHARLOTTE NC 28217 Food Services 4386209 BARNES NOBLES BOOKSELLERS 126 FIFTH AVENUE NEW YORK NY 10011 BOOKSTORE 932025 APOGEE TELECOM INC 715 WEST 23RD STREET AUSTIN TX 78705 TECHNOLOGY 720178 VALENT GROUP 431 OFFICE PARK DRIVE BIRMINGHAM AL 35223 INSURANCE 612552 LANDSCAPE SERVICES PO BOX 43383 BIRMINGHAM AL 35243 LANDSCAPE 596372 19 686054 8349302 2460000 9035356 TUITION & FEES 611710 19859744 19859744 DORM REVENUES 611710 7461067 7461067 CAFETERIA 611710 4428486 4428486 OTHER 611710 1078054 1078054 32827351 465302 465302 0 0 66105 0 66105 0 66105 66105 11799977 12107710 -307733 -307733 -307733 0 0 0 0 0 0 0 0 0 0 42086381 32827351 223674 0 9724582 9724582 0 0 1116331 625897 490434 0 15576781 13588835 1987946 0 2561800 2041340 520460 1210137 1020541 189596 6081814 4875475 1206339 540133 540133 152290 152290 0 0 90943 90943 1934274 1934274 546263 546263 1267314 1196472 55423 15419 0 0 3190624 10280 3180344 1466500 1377037 89463 0 0 1497635 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20304208 13330103 6974105 18507790 11997093 6510697 9694167 9331073 363094 64789792 BENEFICIAL INTEREST IN TRUSTS 11434797 OTHER ASSETS 1626133 13060930 0 SALARIES AND BENEFITS PAYABLE 3980202 TRUST AND ANNUITY PAYMENT LIAB 1571548 OTHER LIABILITIES 1523627 DEPOSITS HELD IN CUSTODY FOR OTHERS 479507 ADV FROM FED GOV'T FOR STUDENT LOAN 336140 7891024 X 31507440 -78827 -78827 31586267 90943 10409171 10500114 42086381 43598720 43598720 90943 9724582 9815525 53414245 SCHEDULE D, PART V, LINE 4: ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS, FELLOWSHIPS, AND PROFESSORSHIPS. THE GOALS OF THE ENDOWMENT FUNDS ARE TO SUPPORT STUDENTS, FACULTY, STAFF AND PROGRAMS OF THE COLLEGE. SCHEDULE D, PART X, LINE 2: THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. IN JUNE 2009, THE COLLEGE ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE ("IRS") EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE COLLEGE EVALUATES ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT MAY EXIST. THE COLLEGE DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE YEARS ENDED MAY 31, 2023 AND 2022. SCHEDULE D, PART XI, LINE 4B: SPLIT INTEREST AGREEMENTS: $684,589 INSTITUTIONAL AWARDS: $9,724,582 TOTAL TO PART XI, LINE 4B: $10,409,171 Schedule D, Part XIi, Line 4b: INSTITUTIONAL AWARDS: $9,724,582 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 NONDISCRIMINATORY POLICY THIS INFORMATION IS PUBLISHED IN THE COLLEGE'S CATALOG, IN NEWSPAPER PUBLICATIONS, AND ON THE COLLEGE'S WEBSITE. SCHEDULE E, LINE 6 EXPLANATION OF GOVERNMENT FINANCIAL AID BIRMINGHAM-SOUTHERN RECEIVES STUDENT AID FUNDS THROUGH THE DEPARTMENT OF EDUCATION FOR SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG), PELL GRANTS, FEDERAL WORK STUDY GRANTS, FAMILY EDUCATIONAL LOANS, ACADEMIC COMPETITIVENESS GRANTS, AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. true STUDENT AID AND INSTITUTIONAL AWARDS 1083 9724582 Schedule I, Part I, Line 2 BIRMINGHAM-SOUTHERN COLLEGE HAS WRITTEN CRITERIA FOR SCHOLARSHIPS AND GRANTS WHICH REQUIRE FORMAL APPLICATION OR NOMINATION. THIS PAPER TRAIL IS USED FOR INTERNAL REPORTS, AUDITS AND DONOR REPORTS. FUNDS ARE TRACKED IN OUR DATABASE SOFTWARE AND INDIVIDUAL FILES ARE MAINTAINED OR GRANT/SCHOLARSHIP RECIPIENTS. ALL MATERIAL IS SUBJECT TO AUDIT. GRANT/ SCHOLARSHIP CRITERIA IS REVIEWED PRIOR TO DISBURSEMENT. X X X X X false false false false false false false false false TRENT R GILBERT VP ENROLLMENT MGMT 176533 0 0 0 0 0 9250 0 13716 0 199499 0 0 0 VIRGINIA G LOFTIN VP ADVANCEMENT 171508 0 0 0 0 0 9000 0 9628 0 190136 0 0 0 LANE K ESTES VP ADMIN/INTERIM CFO 152929 0 0 0 0 0 8022 0 13716 0 174667 0 0 0 SARA H ROBICHEAUX PROFESSOR 142260 0 0 0 0 0 7022 0 13716 0 162998 0 0 0 DANIEL B COLEMAN PRESIDENT 138302 0 0 0 0 0 7500 0 13909 0 159711 0 0 0 ANTHONY W HAMBEY VP INFORMATION TECH. 132096 0 0 0 0 0 6867 0 13716 0 152679 0 0 0 TIMOTHY SMITH PROVOST 139043 0 0 0 0 0 7042 0 5390 0 151475 0 0 0 A PRIVATE COLLEGES & UNIVERSITIES facilities AUTH 521297592 2017-03-23 18124507 PRIVATE COLLEGES & UNIVERSITIES FA false false false A 0 0 18124507 0 0 0 0 0 0 0 18124507 0 false false true true A false false false false 0 false false false A false true true false 0 false 0 true A true X 1 2460000 APPRAISAL false true true SCHEDULE M, PART I, LINE 32B: BSC USES FEG INVESTMENT ADVISORS WHO PROVIDE THE TAX BASIS VALUATION THAT WE USE TO RECORD THE GIFT. THEY ALSO RECEIVE THE SECURITIES, LIQUIDATE THEM, AND PROVIDE THE PROCEEDS FROM THE COLLEGE. FORM 990, PART I, LINE 1: BIRMINGHAM-SOUTHERN COLLEGE PREPARES MEN AND WOMEN FOR LIVES OF SIGNIFICANCE. THE COLLEGE FOSTERS INTELLECTUAL AND PERSONAL DEVELOPMENT THROUGH EXCELLENCE IN TEACHING AND SCHOLARSHIP AND BY CHALLENGING STUDENTS TO ENGAGE THEIR COMMUNITY AND THE GREATER WORLD, TO EXAMINE DIVERSE PERSPECTIVES, AND TO LIVE WITH INTEGRITY. A RESIDENTIAL, BACCALAUREATE LIBERAL ARTS INSTITUTION, BIRMINGHAM-SOUTHERN HONORS ITS METHODIST HERITAGE OF INFORMED INQUIRY AND MEANINGFUL SERVICE. FORM 990, PART VI, SECTION A, LINE 7A: THE TRUSTEES ARE ELECTED BY THE NORTH ALABAMA AND THE ALABAMA-WEST FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH IN ACCORDANCE WITH THE PROVISIONS OF THE SCHOOL'S CHARTER. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY THE COLLEGE'S PUBLIC ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER. THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND COMMENTS. AFTER REVIEW BY THE EXECUTIVE COMMITTEE, THE FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT IS GIVEN TO ALL BOARD MEMBERS ANNUALLY. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE ALSO GIVEN TO ALL PRINCIPAL ADMINISTRATIVE OFFICERS AND OTHER EMPLOYEES AS MAY BE DEEMED APPROPRIATE. THE SIGNED STATEMENTS ARE REVIEWED AND FOLLOW UP IS COMPLETED IF NECESSARY. FORM 990, PART VI, SECTION B, LINES 15A AND 15B: COMPENSATION FOR KEY POSITIONS (PRESIDENT, PROVOST) AND STAFF POSITIONS ARE EVALUATED AND RECOMMENDED BY PROFESSIONAL SEARCH CONSULTANTS WHO ASSESS THE MARKET FOR INSTITUTIONS OF SIMILAR SIZE AND SCOPE. FORM 990, PART VI, SECTION C, LINE 19: DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: SPLIT INTEREST AGREEMENTS: (684,589.) Birmingham-Southern Real Estate Holding 900 Arkadelphia Road Birmingham AL 35254 205391329 Real Estate AL 3305132 19659635 BSC