2026-05-11T17:33:03-07:00 2025-06-30 990 2024-07-01 620475697 UNIVERSITY OF THE SOUTH UNIV 9315981349 735 University Ave Sewanee TN 373831000 Isabelle Love Chief Financial Officer 9315981349 2026-05-12 1 2024 2025-03-06 01:10:19Z Robert W Pearigen 735 University Ave Sewanee TN 373831000 624266243 0 X www.sewanee.edu X 1858 TN An Episcopal University composed of the College of Arts and Sciences and the School of Theology. 171 166 2150 1000 2601065 158221 23086399 20350750 137772888 146660742 31085205 59783321 847428 19261640 192791920 246056453 56362488 59408449 0 0 75020409 76696780 0 0 2925401 56009003 57678870 187391900 193784099 5400020 52272354 851048467 882375531 104260649 97316617 746787818 785058914 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 108606763 59408449 101248998 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. 26737141 0 41451133 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. 22311663 0 1778015 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. 12798826 0 2182596 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. 12798826 0 2182596 170454393 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 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1075 0 1 2150 1 1 1 1 SP 0 0 0 1 1 0 0 0 0 0 0 X 171 166 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 AR CA CO FL GA NE NM OK TN X Carol Isabelle Love 9315981349 735 University Ave Sewanee TN 373831000 Robert Pearigen Vice Chancellor/President 40 0 X 557102 0 71335 Nancy Berner Former Vice Chancellor/President 40 0 X 301686 0 51047 Earl Williams Treasurer thru June 30, 2025 40 0 X 266303 0 35113 Scott Wilson Provost 40 0 X 262636 0 35439 Deborah Vaughn Former VP University Relations 40 0 X 252321 0 33112 Marquitte Starkey General Counsel 40 0 X 210597 0 27099 David Shipps VP Econ Dev 20 20 X 192777 0 43587 Sibby Anderson Thompkins Vice President for Community Building and Connections 40 0 X 199957 0 26576 Alyssa Summers Assoc Professor 40 0 X 201612 0 20991 Betsy Sandlin Former Dean of the College 40 0 X 191056 0 26153 Robert Bachman Board Member 2 0 X 151635 0 17759 Jay Fisher Secretary 40 0 X 123262 0 1519 Mishoe Brennecke Board Member 40 0 X 106804 0 15016 Brent Tate Board Member 40 0 X 101289 0 15721 Steve Dear Board Member 2 0 X 34010 0 5090 Julie Gatta Board Member 2 0 X 34586 0 4125 Abby Cole Board Member 2 0 X 0 0 0 Adam Dawkins 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 Angela Maria Cortinas 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 B J Shelton Board Member 2 0 X 0 0 0 Betsy Cox 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 Doris Westfall Board Member 2 0 X 0 0 0 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 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 Donna S 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 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 Frank Sullivan Logue 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 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 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 Jacob W Owensby 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 John Bauerschmidt 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 Justin S Holcomb 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 Leslie Newman Board Member 2 0 X 0 0 0 Lisa McIndoo 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 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 Hoffman 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 Raman Board Member 2 0 X 0 0 0 Nick Funk Board Member 2 0 X 0 0 0 Pamela Jordan Anderson 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 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 Samuel Rodman 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 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 Tara Frankel Becker 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 Vera Guarino Board Member 2 0 X 0 0 0 Whit Davis Board Member 2 0 X 0 0 0 William Stokes Board Member 2 0 X 0 0 0 Wm Andrew McLarty Board Member 2 0 X 0 0 0 Chalankis Brown Board Member 2 0 X 0 0 0 John Buckley Board Member 2 0 X 0 0 0 Patrick Comer Board Member 2 0 X 0 0 0 Julie Curd Board Member 2 0 X 0 0 0 Renia R Dotson Board Member 2 0 X 0 0 0 Rayid Ghani Board Member 2 0 X 0 0 0 Sandy Guitar Board Member 2 0 X 0 0 0 O B Grayson Hall Board Member 2 0 X 0 0 0 Elliott Harrigan 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 Gene B Manning Board Member 2 0 X 0 0 0 Nikki Mathis Board Member 2 0 X 0 0 0 Mary Claire Murphy Board Member 2 0 X 0 0 0 Katie Pearson Board Member 2 0 X 0 0 0 Neil L Pruitt Board Member 2 0 X 0 0 0 Don Rodgers Board Member 2 0 X 0 0 0 Kathryn Ryan Board Member 2 0 X 0 0 0 W A Stringer Board Member 2 0 X 0 0 0 Carol Titus Board Member 2 0 X 0 0 0 Frances L Webster Board Member 2 0 X 0 0 0 Charles L White 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 Catherine Foster Board Member 2 0 X 0 0 0 Francis Ladd Board Member 2 0 X 0 0 0 Fred Rhodes Jr Board Member 2 0 X 0 0 0 George Sumner Board Member 2 0 X 0 0 0 George Williamson Board Member 2 0 X 0 0 0 Henry Setser Board Member 2 0 X 0 0 0 Jackson Byron Greene Board Member 2 0 X 0 0 0 James Folds Jr Board Member 2 0 X 0 0 0 Johanna Oliver Rousseaux Board Member 2 0 X 0 0 0 Lenore Adeiran Board Member 2 0 X 0 0 0 Lori Ranner 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 Reeves Board Member 2 0 X 0 0 0 Michael Smith Board Member 2 0 X 0 0 0 Paige Fisher Board Member 2 0 X 0 0 0 Raj Sivananthan Board Member 2 0 X 0 0 0 Richard Ammons Board Member 2 0 X 0 0 0 Ryan Currie Board Member 2 0 X 0 0 0 Sher Shar Mir Board Member 2 0 X 0 0 0 Val Crumpton Board Member 2 0 X 0 0 0 William Campbell Board Member 2 0 X 0 0 0 3187633 0 429682 93 1 1 0 Hoar Construction LLC Two Metroplex Dr Birmingham AL 35209 Construction 12620448 Hellas Construction Inc 12000 W Parmer Ln Austin TX 78613 Construction 1834155 Howard Morton Construction 949 Taft Ave Chattanooga TN 37408 Construction 784189 Stewart Perry Company 4855 Overton Road Birmingham AL 35210 Construction 750902 ONECBI LLC 4020 Yancy Rd Charalotte NC 28217 Construction 740642 96 0 0 0 0 1878073 18472677 3027543 20350750 Tuition and Fees 611310 101248998 101248998 0 0 Auxiliary Sales and Services 611310 41451133 39135601 2315532 0 Education Sales and Services 611310 1778015 1778015 0 0 2182596 2182596 0 0 146660742 2263814 0 285533 1978281 0 0 0 0 19261640 0 0 19261640 0 0 0 0 0 0 0 0 0 0 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0 0 307166 344993 510287 517012 3164341 2117828 364638060 134752001 226136841 229886059 241909398 137078408 254527583 379280667 2043290 2158293 3083069 0 27027567 28806377 851048467 882375531 16548968 13878835 967939 948022 79037914 74634226 0 0 1031438 561127 0 6674390 7294407 104260649 97316617 X 280114675 311265376 466673143 473793538 746787818 785058914 851048467 882375531 X 52272354 -15341956 0 0 0 1340698 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 499943537 7469769 42612647 14897418 17488274 0 517640261 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 0.22 0.42 0.36 1 0 0 19590755 19590755 0 297253629 100301173 196952456 0 0 0 0 0 42208972 34450828 7758144 0 5584704 0 5584704 229886059 Global Equities 182356333 F Private Equities 136584912 F Hedge Funds 60339422 F 379280667 0 Postretirement benefit liability 3479673 Asset retirement obligation 3421443 Refundable government advances 393291 7294407 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. 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. 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 207754867 South Asia 0 0 Grantmaking 887586 Middle East and North Africa 0 0 Grantmaking 582799 Europe (including Iceland and Greenland) 0 0 Grantmaking 508598 East Asia and the Pacific 0 0 Grantmaking 207924 Sub-Saharan Africa 0 0 Grantmaking 148811 South America 0 0 Grantmaking 104814 Europe (including Iceland and Greenland) 0 3 Program Services Study Abroad 297259 Russia and Neighboring States 0 2 Program Services Study Abroad 86635 South Asia 0 1 Program Services Study Abroad 49553 0 6 210628846 Scholarships South Asia 18 887586 Scholarship Credited to Student Account Scholarships Middle East and North Africa 10 582799 Scholarship Credited to Student Account Scholarships Europe (including Iceland and Greenland) 9 508598 Scholarship Credited to Student Account Scholarships East Asia and the Pacific 7 207924 Scholarship Credited to Student Account Scholarships Sub-Saharan Africa 4 148811 Scholarship Credited to Student Account Scholarships South America 2 104814 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 SCHOLARHIP AWARD 1794 0 56967917 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 556997 0 0 0 105 0 52807 0 18431 0 628340 0 628340 0 Nancy Berner Former Vice Chancellor/President 301581 0 0 0 105 0 49762 0 1285 0 352733 0 352733 0 Earl Williams Treasurer thru June 30, 2025 266198 0 0 0 105 0 33858 0 1255 0 301416 0 301416 0 Scott Wilson Provost 262531 0 0 0 105 0 34178 0 1261 0 298075 0 298075 0 Deborah Vaughn VP University Relations thru March 3, 2025 252216 0 0 0 105 0 32484 0 628 0 285433 0 285433 0 Marquitte Starkey General Counsel 210492 0 0 0 105 0 26585 0 514 0 237696 0 237696 0 David Shipps VP Econ Dev 192672 0 0 0 105 0 25312 0 18276 0 236365 0 236365 0 Sibby Anderson Thompkins Vice President for Community Building and Connections 199852 0 0 0 105 0 26072 0 504 0 226533 0 226533 0 Alyssa Summers Assoc Professor 201507 0 0 0 105 0 19910 0 1081 0 222603 0 222603 0 Betsy Sandlin Professor 190951 0 0 0 105 0 25068 0 1085 0 217209 0 217210 0 Robert Bachman Board Member 151529 0 0 0 105 0 16795 0 964 0 169393 0 156687 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 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. 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 1640568 0 3000000 0 0 0 0 0 0 3000000 0 0 2017 0 0 1 1 C 1148764 0 22905241 0 0 0 52500 0 0 22905241 0 0 2024 0 0 1 1 D 2100000 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 Schedule K, Part IV, Line 2c-04/01/2015 7,031,896 Franklin Co Health and Education Facilities Board Rebate computation performed in 2024. 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 due. A Franklin Co Health and Education Facilities Board 521282324 2022-06-03 19432000 Redemption of Prior Bonds 0 0 0 A 2096000 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 X 1 25000 Appraised Value X 105 1819076 Quoted Price X Equestrian Equipment 2 2540 Appraised Value X Horses 7 1115000 Appraised Value X Life Insurance Policy 1 65927 Appraised Value 9 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 AND FORWARDS THE 990 FOR FULL BOARD OF REGENTS APPROVAL PRIOR TO 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 THE AUDIT AND RISK SUBCOMMITTEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING ANY 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 COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (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, 1,340,698 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 2660116 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Sewanee Village Ventures Inc d 1470227 Construction of homes and apartments. Sewanee Village Ventures Inc o 219125 Three employees share time with university and Sewanee Village Ventures. Extension Filed