Civic Intelligence

Transylvania University

990 • Fiscal year 2016 • EIN 61-0444825

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 28, 2016

300 North BroadwayLexington, KY 40508

(859) 233-8100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.24x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.95x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

18th percentile

-7.0%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$339,800

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

67th percentile

5.2%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

6.0%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Assets

Up

$201,256,609

Up $9,921,164 (+5.2%) from 2015

Net Assets

Down

$152,114,970

Down $2,313,166 (-1.5%) from 2015

Liabilities

Up

$49,141,639

Up $12,234,330 (+33%) from 2015

Revenue

Up

$51,474,659

Up $2,907,605 (+6.0%) from 2015

Expenses

Up

$55,099,543

Up $463,339 (+0.8%) from 2015

Net Income

Up

-$3,624,884

Up $2,444,266 (+40%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $161,749,259Liabilities 2010: $22,914,928Net Assets 2010: $138,834,3312010Assets 2012: $171,655,775Liabilities 2012: $30,328,100Net Assets 2012: $141,327,6752012Assets 2013: $179,936,184Liabilities 2013: $29,618,956Net Assets 2013: $150,317,2282013Assets 2014: $188,398,276Liabilities 2014: $28,674,882Net Assets 2014: $159,723,3942014Assets 2015: $191,335,445Liabilities 2015: $36,907,309Net Assets 2015: $154,428,1362015Assets 2016: $201,256,609Liabilities 2016: $49,141,639Net Assets 2016: $152,114,9702016Assets 2017: $219,013,552Liabilities 2017: $55,362,356Net Assets 2017: $163,651,1962017Assets 2018: $210,893,240Liabilities 2018: $50,482,810Net Assets 2018: $160,410,4302018Assets 2019: $244,884,187Liabilities 2019: $74,851,392Net Assets 2019: $170,032,7952019Assets 2020: $235,942,352Liabilities 2020: $70,250,718Net Assets 2020: $165,691,6342020Assets 2021: $268,650,228Liabilities 2021: $66,338,999Net Assets 2021: $202,311,2292021Assets 2022: $249,634,669Liabilities 2022: $64,451,726Net Assets 2022: $185,182,9432022Assets 2023: $252,651,160Liabilities 2023: $63,874,687Net Assets 2023: $188,776,4732023Assets 2024: $264,515,550Liabilities 2024: $61,261,658Net Assets 2024: $203,253,8922024

Highlighted filing

2016

Assets$201,256,609
Liabilities$49,141,639
Net Assets$152,114,970

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $42,775,2772010Expenses 2012: $48,696,5042012Expenses 2013: $52,332,2982013Revenue 2014: $64,763,636Expenses 2014: $55,357,469Net Income 2014: $9,406,1672014Revenue 2015: $48,567,054Expenses 2015: $54,636,204Net Income 2015: -$6,069,1502015Revenue 2016: $51,474,659Expenses 2016: $55,099,543Net Income 2016: -$3,624,8842016Revenue 2017: $54,189,492Expenses 2017: $52,956,979Net Income 2017: $1,232,5132017Revenue 2018: $55,070,436Expenses 2018: $55,798,840Net Income 2018: -$728,4042018Revenue 2019: $63,019,479Expenses 2019: $57,255,553Net Income 2019: $5,763,9262019Revenue 2020: $55,763,422Expenses 2020: $55,781,525Net Income 2020: -$18,1032020Revenue 2021: $70,586,888Expenses 2021: $59,754,162Net Income 2021: $10,832,7262021Revenue 2022: $57,979,581Expenses 2022: $64,217,503Net Income 2022: -$6,237,9222022Revenue 2023: $66,491,830Expenses 2023: $68,860,956Net Income 2023: -$2,369,1262023Revenue 2024: $71,833,655Expenses 2024: $69,813,197Net Income 2024: $2,020,4582024

Highlighted filing

2016

Revenue$51,474,659
Expenses$55,099,543
Net Income-$3,624,884
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$51,474,659
Mission and Program Overview

Mission

Post-secondary education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$104,469,317$102,044,203▼ $2,425,114
Land, Buildings, and Equipment, Net$78,346,328$86,547,717▲ $8,201,389
Savings and Temporary Cash Investments$867,339$4,179,197▲ $3,311,858
Other Notes and Loans Receivable, Net$2,161,341$2,146,489▼ $14,852
Cash and Non-Interest-Bearing Accounts$1,217,942$1,843,595▲ $625,653
Pledges and Grants Receivable$661,337$1,306,074▲ $644,737
Prepaid Expenses and Deferred Charges$1,290,038$991,084▼ $298,954
Accounts Receivable$524,359$419,486▼ $104,873
Intangible Assets$345,228$418,240▲ $73,012
Total Assets$191,335,445$201,256,609▲ $9,921,164
Other Assets Total$1,452,216$1,360,524▼ $91,692
Liabilities
Tax Exempt Bond Liabilities$25,520,000$37,161,676▲ $11,641,676
Accounts Payable and Accrued Expenses$4,525,066$4,899,780▲ $374,714
Unsecured Notes Loans Payable$2,283,719$2,278,387▼ $5,332
Deferred Revenue$1,767,469$2,092,498▲ $325,029
Mortgage Notes Payable Secured by Investment Property$2,000,000$1,900,000▼ $100,000
Other Liabilities$811,055$809,298▼ $1,757
Total Liabilities$36,907,309$49,141,639▲ $12,234,330
Net Assets / Fund Balance
Permanently Rstr Net Assets$66,198,761$66,947,778▲ $749,017
Temporarily Rstr Net Assets$45,765,267$44,439,705▼ $1,325,562
Unrestricted Net Assets$42,464,108$40,727,487▼ $1,736,621
Total Net Assets Fund Balance$154,428,136$152,114,970▼ $2,313,166
Total Liabilities and Net Assets / Fund Balance$191,335,445$201,256,609▲ $9,921,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$49,895,782$44,215,237$0
Other Land Buildings$19,454,352$5,471,349$0
Land$15,003,068-$0
Equipment$2,194,515$5,082,008$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$100,745,203$1,396,347▲ $4,053,829$7,693,443$98,501,936
2014$104,750,316$917,211▲ $2,925,019$7,847,343$100,745,203
2013$93,831,658$3,360,440▲ $15,495,610$7,937,392$104,750,316
2012$82,094,133$3,276,446▲ $15,794,508$7,333,429$93,831,658
2011$82,613,640$4,196,219▲ $2,204,751$6,920,477$82,094,133
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CareyPresidentFT$302,800$37,000$339,800
Marc MathewsVice President for Finance and BusinessFT$146,123-$146,123
John K PurdomVice President for AdvancementFT$139,966-$139,966
David ShannonProfessorFT$120,855-$120,855
Brian LaneCoachFT$115,515-$115,515
John FurlongProfessorFT$105,540-$105,540
Martha BillipsAssociate DeanFT$103,161-$103,161
Kara CovertAssociate Vice President for AdvancementFT$101,327-$101,327
Jason WhitakerVice President for Information TechnologyFT$99,437-$99,437
Michele SparksVice President for Marketing and CommunicationFT$97,581-$97,581
Laura BryanVice President for Academic Affairs and Dean of the UniversityFT$95,568-$95,568
Rhyan ConyersInterim Vice President for EnrollmentFT$86,529-$86,529
Holly SheilleyVice President of AthleticsFT$86,454-$86,454
Michael CovertInterim Vice President for Student AffairsFT$74,086-$74,086

Board Members and Trustees

NameTitle
William T Young JrChairman of the Board and Board Member
Ann Orme WindleyBoard Member
Ann Rosenstein GilesBoard Member
Antony R BeckBoard Member
Aristides S CandrisBoard Member
Betsy Brooks BulleitBoard Member
Brian C WoodBoard Member
Byron YoungBoard Member
Christopher H YoungBoard Member
George M VanMeter JrBoard Member
Glen S BagbyBoard Member
James G Kenan IIIBoard Member
James H Frazier IIIBoard Member
Joe M ThomsonBoard Member
John KnappBoard Member
John N Williams JrBoard Member
Karen K CaldwellBoard Member
Laura R HarperBoard Member
Laura T BoisonBoard Member
Luther Deaton JrBoard Member
Martin F DaveyBoard Member
Michael C FinleyBoard Member
Michael DohenyBoard Member
Mindy G BarfieldBoard Member
Norwood Cowgill JrBoard Member
Rose Mary Stamler DowBoard Member
Roszell Mack IIIBoard Member
Samuel J Mitchell JrBoard Member
William C OehmigBoard Member
William M Arvin SrBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Brett Construction CoGeneral Contractor354 Waller Ave, Suite 200, Lexington, KY 40504$8,025,200
Sodexofood service provider16415 Northcross Drive Suite B, Huntersville, NC 28078$2,123,185
O'Nan Glass and Window CompanyConstruction Contractor553 West Third Street, Lexington, KY 40508$368,140
Harrod Concrete and StoneConstruction Contractor1600 Glenns Creek Road, Frankfort, KY 40601$339,469
Robert Haragan IncConstruction Contractor214 East Kentucky Street, Louisville, KY 40203$239,952
Revenue and Support

Revenue Composition

Contributions and Grants
$5,269,375
Program Service Revenue
$43,118,239
Investment Income
$2,823,453
Other Revenue
$263,592
All Other Contributions
$5,269,375
Change in Net Assets
$-3,624,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,474,659
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,424,187
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$57,898,846
Total Revenue per Form 990
$51,474,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,164,613
Salaries, Compensation, and Employee Benefits$20,934,930
Total Fundraising Expense$1,123,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,109,831$1,606,560$584,483$15,300,874
Depreciation Depletion$3,099,374$444,264-$3,543,638
Other Employee Benefits$1,854,646$429,294$5,581$2,289,521
All Other Expenses$1,384,752$104,692$0$1,489,444
Current Officers, Directors, Trustees, and Key Employees$442,074$583,504$139,966$1,165,544
Payroll Taxes$955,222$153,693$50,488$1,159,403
Fees for Services Other$614,143$454,752$6,808$1,075,703
Office Expenses$891,421$108,017$51,798$1,051,236
Pension Plan Contributions$823,554$147,978$48,056$1,019,588
Other Expenses$628,902$153,257$103,933$886,092
Interest$873,012--$873,012
Information Technology$537,572$43,605$26,164$607,341
Conferences and Meetings$411,185$99,379$15,509$526,073
Travel$419,736$48,101$37,060$504,897
Insurance$32,130$345,916-$378,046
Advertising$205,585$58,535$53,606$317,726
Fees for Services Accounting-$31,525-$31,525
Total Functional Expenses$49,153,374$4,822,717$1,123,452$55,099,543

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$56,390,974
Expenses per Audited Statements$55,099,543
Total Expenses per Form 990$55,099,543
Expenses Not Reported on Form 990$1,291,431
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liability Payable$809,298

Bond Issues

BondIssuerIssuedIssue PricePurpose
BLFUCG IRB Series 2009B2009-06-10$10,498,725Refund 1998 and 2000 series bonds
CLFUCG IRB Series 20122012-06-27$10,082,095Project funding for building projects
AKBDC IRB Series 2016B2016-04-29$9,250,000Project funding for building projects
BKBDC IRB Series 2016C2016-04-29$9,250,000Refund 2014 Series bonds and project funding for building projects
DKBDC IRB Series 2016A2016-04-29$7,000,000Refund 2014 Series Bonds
ALFUCG IRB Series 2009A2009-03-11$6,481,606Project funding for building projects
CKBDC IRB Series 2016D2016-06-30$4,185,000Refund 2009A series bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$10,498,725$0$0$170,832
C$10,082,095$0$0$82,095
A$9,250,000$0$0$85,000
B$9,250,000$0$5,525,000$85,000
D$7,000,000$0$7,000,000$0
A$6,481,606$0$0$121,500
C$4,264,289$0$0$85,092

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Mr. Christopher H Young is the son of Mr. William T Young Jr.

Form 990, Part VI, Section B, Line 11B

A draft of the Form 990 is reviewed and approved by the full Finance Committee prior to filing.

Form 990, Part VI, Section B, Line 12C

The Transylvania University Annual Disclosure form is completed by each Trustee and is forwarded to the Vice President of Finance and Business for review. Compliance with the Organization's conflict of interest policy is monitored annually. All interested persons are required to disclose to the Board any possible conflicts of interest. In the event of a conflict, the interested person is required to recuse himself or herself from the discussions and abstain from voting on such matters under consideration by the Board.

Form 990, Part VI, Section B, Line 15

The Chairman of the Board reviews and approves compensation of the President. The President reviews and approves the compensation of all direct reports. The Director of Human Resources uses CUPA-HR survey data to determine appropriate market salaries.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are not required to be disclosed per IRC Section 6104. As such, these documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Transylvania University
EIN
61-0444825
Phone
8592338100
Address
300 North Broadway, Lexington, KY 40508

Signing Officer

Name
Marc Mathews
Title
VP for Finance
Phone
8592338100
Signed
2016-11-28

Organization Details

Principal Officer
Marc Mathews
Formed
1780
Legal Domicile
Ky
Voting Board Members
30
Independent Board Members
30
Employees
1,305
Volunteers
100
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 4

Works of art, rare books, drawings, portraits, historical documents and medical textbooks related to the University's 19th century College of Medicine are maintained by the University for educational and community historical purposes.

Schedule D, Part V, Line 4

The University's endowment funds support current operations, scholarships, and specific programs for excellence in teaching and faculty development.

Schedule D, Part X, Line 2

Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the University and recognize a tax liability if the University has taken an uncertain position that more likely than not would be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the University and has concluded that as of June 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.

Schedule D, Part XI, Line 2D

Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 revenues and expenses are included in the audited financial statements, but are not included in this Form 990 because a separate Form 990 is filed for this entity.

Schedule D, Part XII, Line 2D

Bingham Fund for Excellence in Teaching at Transylvania University EIN 61-1129707 revenues and expenses are included in the audited financial statements, but are not included in this Form 990 because a separate Form 990 is filed for this entity.

Raw XML AppendixShowing 400 of 1,343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0454752
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0614143
IRS990/FeesForServicesOtherGrp/TotalAmt01075703
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt270
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt281
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt291
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt301
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt330
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt360
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt370
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt380
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt390
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt400
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt410
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt420
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt430
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3740
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3940
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4340
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt430
IRS990/Form990PartVIISectionAGrp/PersonNm0William M Arvin Sr
IRS990/Form990PartVIISectionAGrp/PersonNm1Glen S Bagby
IRS990/Form990PartVIISectionAGrp/PersonNm2Mindy G Barfield
IRS990/Form990PartVIISectionAGrp/PersonNm3Antony R Beck
IRS990/Form990PartVIISectionAGrp/PersonNm4Laura T Boison
IRS990/Form990PartVIISectionAGrp/PersonNm5Betsy Brooks Bulleit
IRS990/Form990PartVIISectionAGrp/PersonNm6Karen K Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm7Aristides S Candris
IRS990/Form990PartVIISectionAGrp/PersonNm8Norwood Cowgill Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Martin F Davey
IRS990/Form990PartVIISectionAGrp/PersonNm10Luther Deaton Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11Michael Doheny
IRS990/Form990PartVIISectionAGrp/PersonNm12Rose Mary Stamler Dow
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael C Finley
IRS990/Form990PartVIISectionAGrp/PersonNm14James H Frazier III
IRS990/Form990PartVIISectionAGrp/PersonNm15Ann Rosenstein Giles
IRS990/Form990PartVIISectionAGrp/PersonNm16Laura R Harper
IRS990/Form990PartVIISectionAGrp/PersonNm17James G Kenan III
IRS990/Form990PartVIISectionAGrp/PersonNm18John Knapp
IRS990/Form990PartVIISectionAGrp/PersonNm19Roszell Mack III
IRS990/Form990PartVIISectionAGrp/PersonNm20Samuel J Mitchell Jr
IRS990/Form990PartVIISectionAGrp/PersonNm21William C Oehmig
IRS990/Form990PartVIISectionAGrp/PersonNm22Joe M Thomson
IRS990/Form990PartVIISectionAGrp/PersonNm23George M VanMeter Jr
IRS990/Form990PartVIISectionAGrp/PersonNm24John N Williams Jr
IRS990/Form990PartVIISectionAGrp/PersonNm25Ann Orme Windley
IRS990/Form990PartVIISectionAGrp/PersonNm26Brian C Wood
IRS990/Form990PartVIISectionAGrp/PersonNm27Byron Young
IRS990/Form990PartVIISectionAGrp/PersonNm28Christopher H Young
IRS990/Form990PartVIISectionAGrp/PersonNm29William T Young Jr
IRS990/Form990PartVIISectionAGrp/PersonNm30James Carey
IRS990/Form990PartVIISectionAGrp/PersonNm31Laura Bryan
IRS990/Form990PartVIISectionAGrp/PersonNm32Marc Mathews
IRS990/Form990PartVIISectionAGrp/PersonNm33John K Purdom
IRS990/Form990PartVIISectionAGrp/PersonNm34Michael Covert
IRS990/Form990PartVIISectionAGrp/PersonNm35Rhyan Conyers
IRS990/Form990PartVIISectionAGrp/PersonNm36Jason Whitaker
IRS990/Form990PartVIISectionAGrp/PersonNm37Holly Sheilley
IRS990/Form990PartVIISectionAGrp/PersonNm38Michele Sparks
IRS990/Form990PartVIISectionAGrp/PersonNm39David Shannon
IRS990/Form990PartVIISectionAGrp/PersonNm40Brian Lane
IRS990/Form990PartVIISectionAGrp/PersonNm41John Furlong
IRS990/Form990PartVIISectionAGrp/PersonNm42Martha Billips
IRS990/Form990PartVIISectionAGrp/PersonNm43Kara Covert
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30339800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3195568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32146123
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33139966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3474086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3586529
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3699437
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3786454
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3897581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt39120855
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40115515
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41105540
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42103161

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$265$61.3$203$71.8$69.8$2.02
2023Summary only. Only limited summary data is available for this year.$253$63.9$189$66.5$68.9$2.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$250$64.5$185$58.0$64.2$6.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$269$66.3$202$70.6$59.8$10.8
2020Summary only. Only limited summary data is available for this year.$236$70.3$166$55.8$55.8$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$245$74.9$170$63.0$57.3$5.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$211$50.5$160$55.1$55.8$0.73
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$219$55.4$164$54.2$53.0$1.23
2016Detailed filing. Detailed filing data is available for this year.$201$49.1$152$51.5$55.1$3.62
2015Detailed filing. Detailed filing data is available for this year.$191$36.9$154$48.6$54.6$6.07
2014Detailed filing. Detailed filing data is available for this year.$188$28.7$160$64.8$55.4$9.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$29.6$150$52.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$30.3$141$48.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$22.9$139$42.8