2025-05-07T22:20:36-07:00 2024-06-30 990 2023-07-01 620475697 UNIVERSITY OF THE SOUTH UNIV 9315981349 735 University Ave Sewanee TN 373831000 Douglass Williams Treasurer 9315981349 2024-11-29 1 2023 2025-03-06 01:10:19Z X Robert W Pearigen 735 University Ave Sewanee TN 37383 373249231 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 154 150 2010 1000 3867604 44688 21937356 23086399 131440388 137772888 20764068 31085205 1139586 847428 175281398 192791920 51178691 56362488 0 0 70258976 75020409 0 0 2532873 51313523 56009003 172751190 187391900 2530208 5400020 813958059 851048467 104535784 104260649 709422275 746787818 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 100528962 56362488 95242410 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. 22775085 0 39306316 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. 21531713 0 1633972 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. 22412201 0 1590190 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. 22412201 0 1590190 167247961 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 0 0 0 0 1 1 1 0 0 1 1083 0 1 2010 1 1 1 1 SP 0 0 0 1 1 0 0 0 0 0 0 X 154 150 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 AL AR CA FL GA HI MD NC NH NY OR TN TX WA X E Douglass Williams 9315981349 735 University Ave Sewanee TN 373831000 Nancy Berner Form Vice Chancellor/President 40 0 X 389865 0 89478 Robert Pearigen Vice Chancellor/President 40 0 X 272782 0 52507 Terry Papillon Former Dean of the College 40 0 X 258854 0 54341 Scott Wilson Provost 40 0 X 257855 0 51127 Douglass Williams Treasurer 40 0 X 261621 0 46161 Lisa Stephenson Former Vice Provost Student Success 40 0 X 260954 0 39577 Deborah Vaughn VP University Relations thru June 30, 2024 40 0 X 243427 0 48688 David Shipps VP Econ Dev 20 20 X 189063 0 67333 Marquitte Starkey General Counsel 40 0 X 205401 0 32207 Sibby Anderson Thompkins Vice Provost for DEI 40 0 X 193467 0 42122 Alan Ramirez Dean of Admissions 40 0 X 183583 0 33442 Betsy Sandlin Interim Dean of the College 40 0 X 156956 0 50058 Erica Howard Special Asst to the Provost 40 0 X 170821 0 27740 James Turrell Dean School of Theology 40 0 X 125685 0 46970 Robert E Bachman Board Member 40 0 X 141923 0 15378 Nicollette Campbell Dean of Students 40 0 X 125531 0 30494 Jay Fisher Acting VP University Relations 40 0 X 96653 0 24890 Brent Tate Board Member 40 0 X 101715 0 15955 Julia M Gatta Board Member 40 0 X 56315 0 4461 Steve Dear Board Member 40 0 X 41667 0 5047 Abby Cole Board Member 2 0 X 0 0 0 Adam Dawkins Board Member 2 0 X 0 0 0 Allison Pace Board Member 2 0 X 0 0 0 Amanda Moran Board Member 2 0 X 0 0 0 Andrew Carter Board Member 2 0 X 0 0 0 Andrew Crone Board Member 2 0 X 0 0 0 Andrew Moreman Board Member 2 0 X 0 0 0 Anna Graham Board Member 2 0 X 0 0 0 Ashley Cusack Board Member 2 0 X 0 0 0 Ashley Simpson Board Member 2 0 X 0 0 0 Asitha Sandanayake Board Member 2 0 X 0 0 0 Betsy Cox Board Member 2 0 X 0 0 0 BJ Shelton Board Member 2 0 X 0 0 0 Brian Jackson Board Member 2 0 X 0 0 0 Brian L Cole Board Member 2 0 X 0 0 0 C Andrew Doyle Board Member 2 0 X 0 0 0 Canon Doris Westfall Board Member 2 0 X 0 0 0 Canon Walter Brownridge Board Member 2 0 X 0 0 0 Carlton White Board Member 2 0 X 0 0 0 Carmen Germino Board Member 2 0 X 0 0 0 Carol Titus Board Member 2 0 X 0 0 0 Catherine Foster Board Member 2 0 X 0 0 0 Chalankis Brown Board Member 2 0 X 0 0 0 Charles L White Board Member 2 0 X 0 0 0 Chris Sturgeon Board Member 2 0 X 0 0 0 Cindy Phelps Streit Board Member 2 0 X 0 0 0 Dalton Lyon Board Member 2 0 X 0 0 0 Daniel Manuel Board Member 2 0 X 0 0 0 Daniel P Richards Board Member 2 0 X 0 0 0 David Bale Board Member 2 0 X 0 0 0 David Boyd Board Member 2 0 X 0 0 0 David G Read Board Member 2 0 X 0 0 0 David M Goldberg Board Member 2 0 X 0 0 0 Debra Wilson Board Member 2 0 X 0 0 0 Deon Johnson Board Member 2 0 X 0 0 0 Don Rodgers Board Member 2 0 X 0 0 0 Donna Mote Board Member 2 0 X 0 0 0 Dorothy Sanders Wells Board Member 2 0 X 0 0 0 Douglas Scharf Board Member 2 0 X 0 0 0 Drew Broach Board Member 2 0 X 0 0 0 Ed Miller Board Member 2 0 X 0 0 0 Eliza Epps Williams Board Member 2 0 X 0 0 0 Emmanuel Bessay Board Member 2 0 X 0 0 0 Eric Stevenson Board Member 2 0 X 0 0 0 Fay Fitzsimons Walker Board Member 2 0 X 0 0 0 Felysha Jenkins Board Member 2 0 X 0 0 0 Frances L Webster Board Member 2 0 X 0 0 0 Frances Ladd Board Member 2 0 X 0 0 0 Frank Sullivan Logue Board Member 2 0 X 0 0 0 Fred Rhodes Jr Board Member 2 0 X 0 0 0 Gene B Manning Board Member 2 0 X 0 0 0 George G Clarke Jr Board Member 2 0 X 0 0 0 George Harrison Board Member 2 0 X 0 0 0 George R Sumner Board Member 2 0 X 0 0 0 George Williamson Board Member 2 0 X 0 0 0 Glenda S Curry Board Member 2 0 X 0 0 0 Gregory Hearing Board Member 2 0 X 0 0 0 Harriet Cousins Board Member 2 0 X 0 0 0 Harris Powers Board Member 2 0 X 0 0 0 Harry Groce Board Member 2 0 X 0 0 0 Henry Setser Board Member 2 0 X 0 0 0 Hilary Jarvis Board Member 2 0 X 0 0 0 J Russell Kendrick Board Member 2 0 X 0 0 0 J Scott Mayer Board Member 2 0 X 0 0 0 Jack Lauless Board Member 2 0 X 0 0 0 Jackson Byron Greene Board Member 2 0 X 0 0 0 Jacob W Owensby Board Member 2 0 X 0 0 0 James Folds Jr Board Member 2 0 X 0 0 0 Jean McDowell Martin Board Member 2 0 X 0 0 0 Jeff Runge Board Member 2 0 X 0 0 0 Jeff W Fisher Board Member 2 0 X 0 0 0 Jeffery L Patenaude Board Member 2 0 X 0 0 0 Jennifer Brooke Davidson Board Member 2 0 X 0 0 0 Jennifer Staats Board Member 2 0 X 0 0 0 Johanna Oliver Rousseaux Board Member 2 0 X 0 0 0 John Bauerschmidt Board Member 2 0 X 0 0 0 John Buckley Board Member 2 0 X 0 0 0 John T W Harmon Board Member 2 0 X 0 0 0 Johnson Jeffers Board Member 2 0 X 0 0 0 Jose A McLoughlin Board Member 2 0 X 0 0 0 Joseph B Mays Jr Board Member 2 0 X 0 0 0 Julie Curd Board Member 2 0 X 0 0 0 Justin S Holcomb Board Member 2 0 X 0 0 0 Kathryn M Ryan Board Member 2 0 X 0 0 0 Katie Pearson Board Member 2 0 X 0 0 0 Kirby L Colson Board Member 2 0 X 0 0 0 Kristine Laudadio Devine Board Member 2 0 X 0 0 0 Kym Lucas Board Member 2 0 X 0 0 0 Laura Marshall Board Member 2 0 X 0 0 0 Leah Braswell Board Member 2 0 X 0 0 0 Lenore Adediran Board Member 2 0 X 0 0 0 Leslie Newman Board Member 2 0 X 0 0 0 Lisa McIndoo Board Member 2 0 X 0 0 0 Lori Ranner Board Member 2 0 X 0 0 0 Marcel Lettre Board Member 2 0 X 0 0 0 Marguerite Lloyd Board Member 2 0 X 0 0 0 Marian Keator Board Member 2 0 X 0 0 0 Mark Van Koevering Board Member 2 0 X 0 0 0 Marti Dalby Board Member 2 0 X 0 0 0 Mary Claire Murphy Board Member 2 0 X 0 0 0 Matthew Farr Board Member 2 0 X 0 0 0 Matthew Hunter Board Member 2 0 X 0 0 0 Max Angerholzer Board Member 2 0 X 0 0 0 Michael Bordelon Board Member 2 0 X 0 0 0 Michael Edge Board Member 2 0 X 0 0 0 Michael Goldsmith Board Member 2 0 X 0 0 0 Michael Hoffman Board Member 2 0 X 0 0 0 Michael Reeves Board Member 2 0 X 0 0 0 Michael Smith Board Member 2 0 X 0 0 0 Mishoe Brennecke Board Member 2 0 X 0 0 0 Molly Dougall Rasmussen Board Member 2 0 X 0 0 0 Molly Holdeman Board Member 2 0 X 0 0 0 Nancy Turner Jones Board Member 2 0 X 0 0 0 Nancy Ward Board Member 2 0 X 0 0 0 Neil L Pruitt Board Member 2 0 X 0 0 0 Neil Raman Board Member 2 0 X 0 0 0 Nick Funk Board Member 2 0 X 0 0 0 Nikki Mathis Board Member 2 0 X 0 0 0 OB Grayson Hall Board Member 2 0 X 0 0 0 Paige Fisher Board Member 2 0 X 0 0 0 Pamela Jordan Anderson Board Member 2 0 X 0 0 0 Patrick Comer Board Member 2 0 X 0 0 0 Paul Talbot Board Member 2 0 X 0 0 0 Perrin Dargan Board Member 2 0 X 0 0 0 Peter Eaton Board Member 2 0 X 0 0 0 Phoebe A Roaf Board Member 2 0 X 0 0 0 Raj Sivananthan Board Member 2 0 X 0 0 0 Rayid Ghani Board Member 2 0 X 0 0 0 Renia R Dotson Board Member 2 0 X 0 0 0 Richard Ammons Board Member 2 0 X 0 0 0 Rob Skirving Board Member 2 0 X 0 0 0 Robert B Crow Board Member 2 0 X 0 0 0 Robert B Wood Board Member 2 0 X 0 0 0 Robert Beazley Board Member 2 0 X 0 0 0 Robert Fowler Board Member 2 0 X 0 0 0 Robert Husted Board Member 2 0 X 0 0 0 Robert L Brown Board Member 2 0 X 0 0 0 Robert Wright Board Member 2 0 X 0 0 0 Robin A Reed Board Member 2 0 X 0 0 0 Robin Rotman Board Member 2 0 X 0 0 0 Rusty McCown Board Member 2 0 X 0 0 0 Ruth M Woodliff Stanley Board Member 2 0 X 0 0 0 Ryan Currie Board Member 2 0 X 0 0 0 Samuel Rodman Board Member 2 0 X 0 0 0 Sandy Guitar Board Member 2 0 X 0 0 0 Sarah Johnson Board Member 2 0 X 0 0 0 Scott Bagley Board Member 2 0 X 0 0 0 Shannon Rogers Duckworth Board Member 2 0 X 0 0 0 Sher Shah Mir Board Member 2 0 X 0 0 0 Stephanie Miller Board Member 2 0 X 0 0 0 Stephen Spicer Board Member 2 0 X 0 0 0 Susan Griffith Board Member 2 0 X 0 0 0 Susan Haynes Board Member 2 0 X 0 0 0 Tammy Breitbarth Board Member 2 0 X 0 0 0 Terry Allen White Board Member 2 0 X 0 0 0 Tom Purdy Board Member 2 0 X 0 0 0 Trey Reliford Board Member 2 0 X 0 0 0 Trippe Cheek Board Member 2 0 X 0 0 0 Val Crumpton Board Member 2 0 X 0 0 0 Vera Guarino Board Member 2 0 X 0 0 0 W A Stringer Board Member 2 0 X 0 0 0 Whit Davis Board Member 2 0 X 0 0 0 William Campbell Board Member 2 0 X 0 0 0 William Stokes Board Member 2 0 X 0 0 0 Wm Andrew McLarty Jr Board Member 2 0 X 0 0 0 3734138 0 777976 86 1 1 0 Hoar Construction LLC Two Metroplex Dr Birmingham AL 35209 Construction 4232348 Edgehill Endowment Partners 205 Whitney Avenue Suite 201 New Haven CT 06511 Endowment Management 1254126 Howard Morton Construction 949 Taft Ave Chattanooga TN 37408 Construction 733345 Ebsco Information Services 17 19 Washington St Tenafly NJ 07670 Research Databases 494177 Premier Transportation LLC 323 Cash Memorial Blvd Forest Park GA 30297 Construction 440523 17 0 0 0 0 1881653 21204746 2337312 23086399 Tuition and Fees 611310 95242410 95242410 0 0 Auxiliary Sales and Services 611310 39306316 35353307 3953009 0 Education Sales and Services 611310 1633972 1633972 0 0 1590190 1590190 0 0 137772888 3750688 0 -85405 3836093 39896 0 0 39896 847428 0 0 847428 0 0 207751932 0 180457311 0 27294621 0 27294621 0 0 27294621 0 0 192791920 133819879 3867604 32018038 0 0 53790874 53790874 2571614 2571614 0 0 2467519 622956 1787458 57105 0 0 0 0 53453555 45810905 6196899 1445751 5775284 4949549 669532 156203 9703429 8316058 1124924 262447 3620622 3102955 419741 97926 0 0 0 0 181164 62451 118713 0 145242 23930 121312 0 0 0 0 0 0 0 1325466 0 1325466 0 17801611 15788314 1778477 234820 2121705 1660086 412157 49462 2616248 2339345 230913 45990 1594387 1384436 208250 1701 31 31 0 0 2081208 1919902 126756 34550 1920717 1834861 48172 37684 0 0 0 0 946837 546278 368151 32408 2062785 1995060 67725 0 0 0 0 0 6621870 5909098 712772 1529644 1110697 418923 24 Food 6401064 5400456 949241 51367 Equipment Rental/Maintenance 428577 376306 32389 19882 Utilities 2970360 2929526 40834 0 Renewals and Replacements 2095562 1642345 449635 3582 3164525 3159928 2626 1971 187391900 167247961 17611066 2532873 8236552 9834271 66116693 47795845 31834504 32574006 4160362 2134803 0 0 0 0 266004 307166 560418 510287 2740777 3164341 354723635 128586794 210896708 226136841 174131372 241909398 284936247 254527583 1818007 2043290 3253750 3083069 25006665 27027567 813958059 851048467 14954123 16548968 740547 967939 80579259 79037914 0 0 0 0 1508554 1031438 0 0 6753301 6674390 104535784 104260649 X 278077891 280114675 431344384 466673143 709422275 746787818 813958059 851048467 X 5400020 30578599 0 0 0 1386924 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 462795241 11935037 54040594 13260574 15566761 0 499943537 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 0.22 0.42 0.36 1 0 0 19390355 19390355 196779 265457091 94830847 170823023 0 0 0 0 0 42363066 33755947 8607119 0 27316344 0 27316344 226136841 Global Equities 101266098 F Hedge Funds 20906254 F Private Equity 132355231 F 254527583 0 Refundable government advances 685256 Postretirement benefit liability 2727112 Asset retirement obligation 3262022 6674390 X 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 THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT 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 MARKET 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. 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 THE UNIVERSITY OF THE SOUTH 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. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. 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 122740314 Europe (including Iceland and Greenland) 0 2 Program Services Study Abroad 586536 Russia and Neighboring States 0 1 Program Services Study Abroad 28472 Central America and the Caribbean 0 0 Grantmaking 86016 East Asia and the Pacific 0 0 Grantmaking 149292 Europe (including Iceland and Greenland) 0 0 Grantmaking 549075 Middle East and North Africa 0 0 Grantmaking 455929 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 8514 South America 0 0 Grantmaking 170333 South Asia 0 0 Grantmaking 618184 Sub-Saharan Africa 0 0 Grantmaking 534271 0 3 125926936 Scholarships South Asia 16 618184 Scholarship Credited to Student Account Scholarships Europe (including Iceland and Greenland) 13 549075 Scholarship Credited to Student Account Scholarships Sub-Saharan Africa 13 534271 Scholarship Credited to Student Account Scholarships Middle East and North Africa 10 455929 Scholarship Credited to Student Account Scholarships South America 3 170333 Scholarship Credited to Student Account Scholarships East Asia and the Pacific 5 149292 Scholarship Credited to Student Account Scholarships Central America and the Caribbean 3 86016 Scholarship Credited to Student Account Scholarships North America (including Canada and Mexico, but not the United States) 2 8514 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 1798 53790874 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 Robert Pearigen Vice Chancellor/President 272511 0 0 0 272 0 28173 0 24334 0 325290 0 325289 0 Douglass Williams Treasurer 261274 0 0 0 348 0 33923 0 12238 0 307783 0 307782 0 Scott Wilson Provost 257623 0 0 0 233 0 34265 0 16863 0 308984 0 308982 0 Marquitte Starkey General Counsel 205169 0 0 0 233 0 26546 0 5661 0 237609 0 237608 0 Alan Ramirez Dean of Admissions 183520 0 0 0 63 0 24102 0 9340 0 217025 0 217025 0 Betsy Sandlin Interim Dean of the College 156864 0 0 0 93 0 20614 0 29444 0 207015 0 207014 0 James Turrell Dean School of Theology 125276 0 0 0 409 0 37823 0 9147 0 172655 0 172655 0 Nicollette Campbell Dean of Students 125439 0 0 0 93 0 16383 0 14110 0 156025 0 156025 0 Nancy Berner Form Vice Chancellor/President 374143 0 0 0 15723 0 58397 0 31081 0 479344 0 479344 0 Terry Papillon Former Dean of the College 258202 0 0 0 653 0 28826 0 25515 0 313196 0 313195 0 Deborah Vaughn VP University Relations thru June 30, 2024 243079 0 0 0 348 0 32464 0 16224 0 292115 0 292115 0 Erica Howard Special Asst to the Provost 170589 0 0 0 233 0 22172 0 5568 0 198562 0 198561 0 Lisa Stephenson Former Vice Provost Student Success 260721 0 0 0 233 0 33763 0 5814 0 300531 0 300531 0 Robert E Bachman Board Member 193536 0 0 0 93 0 19329 0 1119 0 214077 0 214077 0 Sibby Anderson Thompkins Vice Provost for DEI 193234 0 0 0 233 0 26032 0 16090 0 235589 0 235589 0 David Shipps VP Econ Dev 188831 0 0 0 233 0 25344 0 41990 0 256398 0 256396 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 7031896 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 1437562 0 3000000 0 0 0 0 0 0 3000000 0 0 2017 0 0 1 1 C 988764 0 22905241 0 0 0 52500 0 0 22905241 0 0 2024 0 0 1 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 0 0 1 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 $631,241 in interest earned on the bond proceeds. Schedule K, Part IV, Line 2c-04/01/2015 7,031,896 Franklin Co Health and Education Facilities Board Rebate computation performed in 2019. No rebate 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 due. Schedule K, Part IV, Line 2c-03/28/2019 22,274,000 Franklin Co Health and Education Facilities Board Rebate computation performed in 2024. 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 700000 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 100602 Need Based Room, Board, Tuition Assistance Various Board and Others 90485 Merit Based Room, Board, Tuition Assistance X 0 No revenue reported X 101 2337312 Quoted Price X Horse 1 100000 No revenue reported X Equestrian Equipment 56 11821 No revenue reported X Compact discs of music 2 0 No revenue reported 9 0 1 0 Schedule M, Part I, Line 33 The number reported in Column B represents the number of contributions received for each category listed. Form 990, Header, Line B Correct an error on Part VII and Schedule J. 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 Net change in value of split-interest agreements, $1,386,924. 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 1216180 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Sewanee Village Ventures Inc a-i 48167 Interest paid on loan from the university. Sewanee Village Ventures Inc d 1071842 Construction of homes and apartments. Sewanee Village Ventures Inc o 187691 Two employees share time with university and Sewanee Village Ventures. Sewanee Village Ventures Inc q 1754003 Sale of homes. Extension Filed