2024-05-14T17:47:03-07:00 2023-06-30 990 2022-07-01 620475697 UNIVERSITY OF THE SOUTH UNIV 9315981349 735 University Ave Sewanee TN 373831000 Douglass Williams Treasurer 9315981349 2024-05-10 Douglass Williams 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Robert W Pearigen 735 University Ave Sewanee TN 37383 297556572 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 143 140 2010 1000 2767529 7913 19209731 21937356 131187504 131440388 -63373665 20764068 914909 1139586 87938479 175281398 50988928 51178691 0 0 66491833 70258976 0 0 2438501 49357231 51313523 166837992 172751190 -78899513 2530208 787587757 813958059 108385667 104535784 679202090 709422275 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. 0 0 94588386 51178691 90381272 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. 19485198 0 2119685 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. 21667432 0 37471886 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. 20292589 0 1467545 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. 20292589 0 1467545 156033605 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1093 0 1 2010 1 1 1 1 SP 0 0 0 1 1 0 0 0 0 0 0 X 143 140 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 AL AR CA FL HI MD NC NH NY OR TN TX WA X Doug Williams 9315981349 735 University Ave Sewanee TN 373831000 Nancy Berner Former Acting Vice Chancellor/Provost 40 X 481062 0 136202 Scott Wilson Acting Provost 40 X 260243 0 81387 Deborah Vaughn VP University Relations 40 X 261024 0 78589 Lisa Stephenson Vice Provost for Student Success 40 X 263429 0 60739 Earl Williams Treasurer 40 X 245478 0 60485 Terry Papillon Former Dean of the College 40 X 224665 0 74599 Reuben Brigety Former Vice Chancellor/President 40 X 280500 0 1627 Sibby Anderson Thompkins Vice Provost for DEI 40 X 202728 0 69179 Marquitte Starkey General Counsel 40 X 206768 0 49840 David Shipps VP Econ Dev 40 X 185000 0 66989 William Register Professor 40 X 174829 0 74381 Alan Ramirez Dean of Admissions 40 X 187578 0 55495 Jay Fisher Secretary of the Board 40 X 173457 0 53354 Erica Howard Dean of Students 40 X 172428 0 43235 Alyssa Summers Assoc Professor 40 X 178120 0 31271 Jim Teurrell Dean School of Theology 40 X 175862 0 19232 Betsy Sandlin Interim Dean of the College 40 X 135089 0 56865 Robert E Bachman Board Member 40 X 125890 0 58235 Ruth Sanchez Imizcoz Board Member 40 X 116034 0 43722 Julia M Gatta Board Member 40 X 117534 0 4174 Abby Cole Board Member 2 X 0 0 0 Allen Petit Board Member 2 X 0 0 0 Amanda Moran Board Member 2 X 0 0 0 Amber Singleton Camiul Board Member 2 X 0 0 0 Andrew Carter Board Member 2 X 0 0 0 Anna Graham Board Member 2 X 0 0 0 Ashley Cusack Board Member 2 X 0 0 0 Ashley Simpson Board Member 2 X 0 0 0 Asitha Sandanayake Board Member 2 X 0 0 0 Betsy Cox Board Member 2 X 0 0 0 Bill Gage Board Member 2 X 0 0 0 Bill Stiefel Jr Board Member 2 X 0 0 0 Bradley Drell Board Member 2 X 0 0 0 Brent Tate Board Member 2 X 0 0 0 Brian L Cole Board Member 2 X 0 0 0 Brian R Seage Board Member 2 X 0 0 0 C Andrew Doyle Board Member 2 X 0 0 0 Canon Christian Brady Board Member 2 X 0 0 0 Canon Doris Westfall Board Member 2 X 0 0 0 Canon Walter Brownridge Board Member 2 X 0 0 0 Carlton White Board Member 2 X 0 0 0 Carmen Germino Board Member 2 X 0 0 0 Carol Titus Board Member 2 X 0 0 0 Catherine Foster Board Member 2 X 0 0 0 Chalankis Brown Board Member 2 X 0 0 0 Charles L White Board Member 2 X 0 0 0 Chris Sturgeon Board Member 2 X 0 0 0 Christopher Bright Board Member 2 X 0 0 0 Clifford Athey Board Member 2 X 0 0 0 Cynthia Phelps-Streit Board Member 2 X 0 0 0 Dallas J Gingles Board Member 2 X 0 0 0 Dalton Lyon Board Member 2 X 0 0 0 Daniel P Richards Board Member 2 X 0 0 0 David Bale Board Member 2 X 0 0 0 David Boyd Board Member 2 X 0 0 0 David Bruce Johnson Board Member 2 X 0 0 0 David M Goldberg Board Member 2 X 0 0 0 David M Sanders Board Member 2 X 0 0 0 David Reed Board Member 2 X 0 0 0 Debra Wilson Board Member 2 X 0 0 0 Deon Johnson Board Member 2 X 0 0 0 Don WF Rodgers Board Member 2 X 0 0 0 Donna Mote Board Member 2 X 0 0 0 Douglas Scharf Board Member 2 X 0 0 0 Drew Broach Board Member 2 X 0 0 0 Emmanuel Bessay Board Member 2 X 0 0 0 Eric Stevenson Board Member 2 X 0 0 0 Felysha Jenkins Board Member 2 X 0 0 0 Frances L Webster Board Member 2 X 0 0 0 Frances Ladd Board Member 2 X 0 0 0 Frank Sullivan Logue Board Member 2 X 0 0 0 Fred Rhodes Jr Board Member 2 X 0 0 0 Gene B Manning Board Member 2 X 0 0 0 George G Clarke Jr Board Member 2 X 0 0 0 George R Sumner Board Member 2 X 0 0 0 George Williamson Board Member 2 X 0 0 0 Glenda S Curry Board Member 2 X 0 0 0 Gregory Hearing Board Member 2 X 0 0 0 Gregory O Brewer Board Member 2 X 0 0 0 Gretchen M Rehberg Board Member 2 X 0 0 0 H E Miller Jr Board Member 2 X 0 0 0 Harriet Cousins Board Member 2 X 0 0 0 Harris Powers Board Member 2 X 0 0 0 Henry Setser Board Member 2 X 0 0 0 Hilary Jarvis Board Member 2 X 0 0 0 J Russell Kendrick Board Member 2 X 0 0 0 J Scott Mayer Board Member 2 X 0 0 0 Jack Lauless Board Member 2 X 0 0 0 Jackson Byron Greene Board Member 2 X 0 0 0 Jacob W Owensby Board Member 2 X 0 0 0 James Folds Jr Board Member 2 X 0 0 0 Jeffery Patenaude Board Member 2 X 0 0 0 Jennifer Brooke-Davidson Board Member 2 X 0 0 0 Jennifer Staats Board Member 2 X 0 0 0 Jessica C Osaki Board Member 2 X 0 0 0 Johanna Oliver Rousseaux Board Member 2 X 0 0 0 John Bauerschmidt Board Member 2 X 0 0 0 John Buckley Board Member 2 X 0 0 0 Jose A McLoughlin Board Member 2 X 0 0 0 Joseph B Mays Jr Board Member 2 X 0 0 0 Julie Curd Board Member 2 X 0 0 0 Kathryn M Ryan Board Member 2 X 0 0 0 Katie C Pearson Board Member 2 X 0 0 0 Kirby L Colson Board Member 2 X 0 0 0 Kristen E Paul Board Member 2 X 0 0 0 Kristine Laudadio Devine Board Member 2 X 0 0 0 Larry R Benfield Board Member 2 X 0 0 0 Laura Marshall Board Member 2 X 0 0 0 Lenore Adediran Board Member 2 X 0 0 0 Leslie Newman Board Member 2 X 0 0 0 Lori Ranner Board Member 2 X 0 0 0 Lucy Lacey Shackelford Board Member 2 X 0 0 0 Mac Jefferson Board Member 2 X 0 0 0 Mallory L Dimmitt Board Member 2 X 0 0 0 Marc Andrus Board Member 2 X 0 0 0 Marcel Lettre Board Member 2 X 0 0 0 Marguerite Lloyd Board Member 2 X 0 0 0 Mark Van Koevering Board Member 2 X 0 0 0 Marti Dalby Board Member 2 X 0 0 0 Mary Alice Mathison Board Member 2 X 0 0 0 Mary Claire Murphy Board Member 2 X 0 0 0 Maryetta M Anschutz Board Member 2 X 0 0 0 Matthew Farr Board Member 2 X 0 0 0 Michael Bordelon Board Member 2 X 0 0 0 Michael Edge Board Member 2 X 0 0 0 Michael Goldsmith Board Member 2 X 0 0 0 Michael Kirk Battle Board Member 2 X 0 0 0 Michael Reeves Board Member 2 X 0 0 0 Michael Smith Board Member 2 X 0 0 0 Miranda Cully Board Member 2 X 0 0 0 Molly Dougall Board Member 2 X 0 0 0 Molly Holdeman Board Member 2 X 0 0 0 Molly Nabors Board Member 2 X 0 0 0 Nancy Ward Board Member 2 X 0 0 0 Neil L Pruitt Board Member 2 X 0 0 0 Neil Raman Board Member 2 X 0 0 0 Nick Funk Board Member 2 X 0 0 0 Nikki Mathis Board Member 2 X 0 0 0 OB Grayson Hall Board Member 2 X 0 0 0 Paige Fisher Board Member 2 X 0 0 0 Perrin Dargan Board Member 2 X 0 0 0 Peter Eaton Board Member 2 X 0 0 0 Phoebe A Roaf Board Member 2 X 0 0 0 Polly H Robb Board Member 2 X 0 0 0 Pratham Singhal Board Member 2 X 0 0 0 Raj Sivananthan Board Member 2 X 0 0 0 Randy Poitevent DeFoor Board Member 2 X 0 0 0 Rayford High Board Member 2 X 0 0 0 Rayid Ghani Board Member 2 X 0 0 0 Renia R Dotson Board Member 2 X 0 0 0 Richard Ammons Board Member 2 X 0 0 0 Rob Skirving Board Member 2 X 0 0 0 Robert B Crow Board Member 2 X 0 0 0 Robert B Wood Board Member 2 X 0 0 0 Robert Beazley Board Member 2 X 0 0 0 Robert Fowler Board Member 2 X 0 0 0 Robert Husted Board Member 2 X 0 0 0 Robert Pearigen Board Member 2 X 0 0 0 Robert Wright Board Member 2 X 0 0 0 Robin A Reed Board Member 2 X 0 0 0 Robin Rotman Board Member 2 X 0 0 0 Rondal Richardson Board Member 2 X 0 0 0 Ruth M Woodliff-Stanley Board Member 2 X 0 0 0 Ryan Currie Board Member 2 X 0 0 0 Samuel Johnson Howard Board Member 2 X 0 0 0 Samuel Regonini Board Member 2 X 0 0 0 Samuel Rodman Board Member 2 X 0 0 0 Sandy Guitar Board Member 2 X 0 0 0 Scott Bagley Board Member 2 X 0 0 0 Shannon Rogers Duckworth Board Member 2 X 0 0 0 Stephen Spicer Board Member 2 X 0 0 0 Steve Dear Board Member 2 X 0 0 0 Susan Griffith Board Member 2 X 0 0 0 Suzanne L Cate Board Member 2 X 0 0 0 Tammy Breitbarth Board Member 2 X 0 0 0 Tara Bartal Board Member 2 X 0 0 0 Terry Allen White Board Member 2 X 0 0 0 Tom Purdy Board Member 2 X 0 0 0 Trippe Cheek Board Member 2 X 0 0 0 Val Crumpton Board Member 2 X 0 0 0 W A Stringer Board Member 2 X 0 0 0 Whit Davis Board Member 2 X 0 0 0 William Campbell Board Member 2 X 0 0 0 William Stokes Board Member 2 X 0 0 0 Wm Andrew McLarty Jr Board Member 2 X 0 0 0 WR McCown Board Member 2 X 0 0 0 Robert Pearigen Vice Chancellor/President 40 X 0 0 0 4167718 0 1119600 93 1 1 0 Howard Morton Construction 949 Taft Ave Chattanooga TN 37408 Construction 785031 Edgehill Endowment Partners 205 Whitney Avenue Suite 201 New Haven CT 06511 Endowment Management 1301320 Ebsco Information Services 17 19 Washington St Tenafly NJ 07670 Research Databases 547074 CapFinancial Partners LLC 4208 Six Forks Rd 1700 Raleigh NC 27609 Investment Advisory Services 167481 J E Dunn Construction Co 347 E Stevens St Cookeville TN 38501 Construction 1217984 22 0 0 0 0 2384504 19552852 942381 21937356 Tuition and Fees 611310 90381272 90381272 0 0 Auxiliary Sales and Services 611310 37471886 34700683 2771203 0 Education Sales and Services 611310 2119685 2119685 0 0 1467545 1467545 0 0 131440388 5482245 0 -3674 5485919 172581 0 0 172581 1139586 0 0 1139586 0 0 137384416 0 122275174 0 15109242 0 15109242 0 0 15109242 0 0 175281398 128669185 2767529 21907328 0 0 48736709 48736709 2441982 2441982 0 0 3484225 1320835 2009779 153611 0 0 0 0 49616761 42526123 5732835 1357803 5359850 4591640 618987 149223 8399032 7178670 967738 252624 3399108 2911925 392549 94634 0 0 0 0 179726 28245 151481 0 102816 0 102816 0 0 0 0 0 0 0 1227426 0 1227426 0 12549973 12386660 0 163313 1995121 1714242 228976 51903 2025072 1772493 219631 32948 1341457 1228430 112655 372 6000 6000 0 0 1573203 1387300 155229 30674 1618684 1453273 124603 40808 0 0 0 0 985743 682751 266730 36262 2416894 2330473 86421 0 0 0 0 0 6483505 5903307 580198 0 1381961 786728 595233 0 Food 5472458 4998596 423314 50548 Equipment Rental/Maintenance 350588 308089 26733 15766 Utilities 3019615 2976439 43176 0 Renewals and Replacements 1474394 1258295 212574 3525 7108887 7104400 0 4487 172751190 156033605 14279084 2438501 7111637 8236552 73332946 66116693 28973643 31834504 2180778 4160362 0 0 0 0 227558 266004 517952 560418 1262800 2740777 333805851 122909143 208612190 210896708 130604561 174131372 305483534 284936247 1740672 1818007 3438593 3253750 24100893 25006665 787587757 813958059 17424298 14954123 792751 740547 81106348 80579259 1558314 1508554 7503956 6753301 108385667 104535784 X 270913335 278077891 408288755 431344384 679202090 709422275 787587757 813958059 X 2530208 26504514 0 0 0 1185463 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 2 3208 0 0 0 1 1 450 11000 1 0 0 X X X 0 439971156 8760194 42211815 12948046 15199878 0 462795241 519143301 9074463 -63071918 11580357 13594333 0 439971156 419515040 3903120 119630531 10996479 12908911 0 519143301 408769263 11824002 20972060 10143131 11907154 0 419515040 410985859 4926176 13593015 9538462 11197325 0 408769263 0.22 0.43 0.35 1 0 0 19665555 19665555 196779 262407394 89269464 173334709 0 0 0 0 0 40680418 33639679 7040739 0 10855705 0 10855705 210896708 Global Equities 123285695 F Hedge Funds 27473062 F Private Equity 134177490 F 284936247 0 Refundable government advances 833522 Postretirement benefit liability 2761610 Asset retirement obligation 3158169 6753301 X 150565258 26849676 0 0 -50165809 -23316133 173881391 1227426 172581 1400007 175281398 120345073 0 0 0 0 0 120345073 1227426 51178691 52406117 172751190 Schedule D, Part II, Line 5 THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET. Schedule D, Part II, Line 9 CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES. Schedule D, Part III, Line 1 Collections - The University collects works of art, historical treasures, and similar assets, which reflect the history of the institution and/or support its educational purpose. The collections are maintained for public exhibition, education, and research in furtherance of public service rather than for financial gain. Collections are protected, kept unencumbered, cared for, and preserved. As a matter of policy, the proceeds of items in collections that are sold are used to acquire other items for collections. The University does not include either the cost or the value of its collections on the statements of financial position, nor does it recognize gifts of collection items as revenues in the statements of activities. The proceeds from items disposed of are reported as increases in the appropriate class of net assets in the statements of activities. Contributed works of art, historical treasures, and similar assets that are not added to collections are reported as assets held for sale on the statements of financial position at their fair values at the date of the gift. Schedule D, Part III, Line 4 THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS EARMARKED BY THE BOARD TO BE TREATED AS AN ENDOWMENT. EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OR CERTAIN SPECIFIC PURPOSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURES. Schedule D, Part X, Line 2 THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. Schedule D, Part XI, Line 2d SCHOLARSHIP ALLOWANCE -$51,178,691 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $1,012,882 Schedule D, Part XI, Line 4b BOND INTEREST INCOME $172,581. Schedule D, Part XII, Line 4b Scholarships $51,178,691 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGUES. Schedule E, Part I, Line 6 FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE. 1 Central America and the Caribbean 0 0 Investments INVESTMENTS IN CAYMAN ISLANDS 134245677 Europe (including Iceland and Greenland) 0 2 Program Services Study Abroad 324915 Russia and the newly independent States 0 0 Program Services Study Abroad 71141 Central America and the Caribbean 0 0 Grantmaking 82274 East Asia and the Pacific 0 0 Grantmaking 183803 Europe (including Iceland and Greenland) 0 0 Grantmaking 526438 Middle East and North Africa 0 0 Grantmaking 441856 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 37126 Russia and the newly independent States 0 0 Grantmaking 52146 South America 0 0 Grantmaking 78219 South Asia 0 0 Grantmaking 852130 Sub-Saharan Africa 0 0 Grantmaking 187990 0 2 137083715 Scholarships Central America and the Caribbean 2 82274 Scholarship Credited to Student Account Scholarships East Asia and the Pacific 9 183803 Scholarship Credited to Student Account Scholarships Europe (including Iceland and Greenland) 12 526438 Scholarship Credited to Student Account Scholarships Middle East and North Africa 12 441856 Scholarship Credited to Student Account Scholarships North America (including Canada and Mexico, but not the United States) 3 37126 Scholarship Credited to Student Account Scholarships Russia and the newly independent States 1 52146 Scholarship Credited to Student Account Scholarships South America 2 78219 Scholarship Credited to Student Account Scholarships South Asia 22 852130 Scholarship Credited to Student Account Scholarships Sub-Saharan Africa 8 187990 Scholarship Credited to Student Account 1 0 1 1 1 0 Schedule F, Part I, Line 2 SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. 1 SCHOLARSHIPS AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH 1698 48736709 STUDENT'S ACCOUNT IS CREDITED BY THE VALUE OF THE SCHOLARSHIP AWARD Schedule I, Part I, Line 2 SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM. X X 1 1 X 0 0 0 0 0 0 0 0 0 Nancy Berner Former Acting Vice Chancellor/Provost 460562 0 0 0 20500 0 84819 0 51383 0 617264 0 0 0 Reuben Brigety Former Vice Chancellor/President 280500 0 0 0 0 0 0 0 1627 0 282127 0 0 0 Deborah Vaughn VP University Relations 261024 0 0 0 0 0 47026 0 31562 0 339612 0 0 0 Scott Wilson Acting Provost 260243 0 0 0 0 0 48591 0 32797 0 341631 0 0 0 Earl Williams Treasurer 245478 0 0 0 0 0 46962 0 11524 0 303964 0 0 0 Terry Papillon Former Dean of the College 224665 0 0 0 0 0 42034 0 32565 0 299264 0 0 0 Marquitte Starkey General Counsel 206768 0 0 0 0 0 38688 0 11152 0 256608 0 0 0 Alan Ramirez Dean of Admissions 187578 0 0 0 0 0 35101 0 20394 0 243073 0 0 0 Jim Teurrell Dean School of Theology 175862 0 0 0 0 0 8721 0 10512 0 195095 0 0 0 Erica Howard Former Dean of Students 172428 0 0 0 0 0 32269 0 10966 0 215663 0 0 0 Betsy Sandlin Interim Dean of the College 135089 0 0 0 0 0 23928 0 32938 0 191955 0 0 0 Lisa Stephenson Vice Provost for Student Success 263429 0 0 0 0 0 49279 0 11459 0 324167 0 0 0 Sibby Anderson Thompkins Vice Provost for DEI 202728 0 0 0 0 0 37933 0 31246 0 271907 0 0 0 David Shipps VP Econ Dev 185000 0 0 0 0 0 35280 0 31709 0 251989 0 0 0 Alyssa Summers Assoc Professor 178120 0 0 0 0 0 29105 0 2166 0 209391 0 0 0 William Register Professor 174829 0 0 0 0 0 52828 0 21553 0 249210 0 0 0 Jay Fisher Secretary of the Board 173457 0 0 0 0 0 30141 0 23213 0 226811 0 0 0 Robert E Bachman Board Member 125890 0 0 0 0 0 24399 0 33836 0 184125 0 0 0 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. A Franklin Co Health and Education Facilities Board 521282324 353325ED1 2015-04-01 6996896 Dormitory Constuctions 0 0 0 B Franklin Co Health and Education Facilities Board 521282324 2016-07-21 3000000 Dorm Renovation 0 0 0 C Franklin Co Health and Education Facilities Board 521282324 2019-03-28 22274000 New Wellness Commons and renovations 0 0 0 D Franklin Co Health and Education Facilities Board 521282324 2021-08-11 31315510 Redemption of Prior Bonds 0 0 0 A 696896 0 7031896 0 0 0 0 91535 0 0 6490361 0 2016 1 1 1 1 B 1239230 0 3000000 0 0 0 0 0 0 3000000 0 0 2017 0 0 1 1 C 838764 0 22865345 0 0 0 52500 0 0 19945782 0 2919563 0 0 0 1 D 0 0 31315510 0 0 0 254098 0 0 0 31061412 0 2016 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column c-03/28/2019 22,274,000 Franklin Co Health and Education Facilities Board The total proceeds of issue includes $591,345 in interest earned on the bond proceeds. Schedule K, Part IV, Line 2c-04/01/2015 6,996,896 Franklin Co Health and Education Facilities Board Rebate computation performed in 2019. No rebate is due. Schedule K, Part IV, Line 2c-07/21/2016 3,000,000 Franklin Co Health and Education Facilities Board Rebate computation performed in 2021. No rebate is due. A Franklin Co Health and Education Facilities Board 521282324 2022-06-03 19432000 Redemption of Prior Bonds 0 0 0 A 0 0 19432000 0 0 0 69500 0 0 0 19362500 0 2017 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Various Board and Others 93958 Need Based Room, Board, Tuition Assistance Various Board and Others 66585 Merit Based Room, Board, Tuition Assistance X 0 No revenue reported X 91 942381 Quoted Price X Sewanee Hats 1 0 No revenue reported X Audio cables 2 0 No revenue reported X Sheet music 1 0 No revenue reported X Training kit 1 0 No revenue reported 0 0 1 0 Form 990, Part VI, Section A, Line 7a THE DIOCESES ELECT OR APPOINT LAY TRUSTEES. Form 990, Part VI, Section A, Line 7b THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES Form 990, Part VI, Section B, Line 11b THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION. Form 990, Part VI, Section B, Line 12c IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSURE CONFLICTS. Form 990, Part VI, Section B, Line 15 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 IS 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. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS. Form 990, Part XI, Line 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND INTEREST INCOME FROM BOND PROCEEDS. Sewanee Village Ventures Inc 735 University Ave Sewanee TN 37383 881229297 Help create new businesses, civic spaces, and housing TN The University of the South C 0 2035932 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 Sewanee Village Ventures Inc b 1998032 Capital contribution for property purchases and construction. Sewanee Village Ventures Inc g 111031 Sale of property for construction of apartments. Sewanee Village Ventures Inc g 314349 Sale of business property location. Extension filed.