UNIVERSITY OF THE SOUTH Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF THE SOUTH

EIN 62-0475697 · Education N.E.C. (B99)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders100 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.27%of revenue went to mission work88.0% of expenses · Program services

1.19%of revenue went to fundraising1.5% of expenses

$78.76spent for every $100 of revenueRevenue covered expenses this year.

8.29%of revenue went to management and office costs10.5% of expenses

$4.55in assets for every $1 spent this yearSome assets cannot be spent right away.

8.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $628,437 for ROBERT PEARIGEN (VICE CHANCELLOR/PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$246,056,453

Mission workProgram services$170,454,39369.27% of revenue88.0% of expenses

ManagementOffice and general costs$20,404,3058.29% of revenue10.5% of expenses

FundraisingAsking for donations$2,925,4011.19% of revenue1.5% of expenses

Revenue left after expensesReported annual surplus$52,272,35421.24% of revenueShown in gray on the chart

Total expenses$193,784,09978.76% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.0% mission · 10.5% management · 1.5% fundraisingTotal expenses: 78.76% of revenue

2023Expense mix: 89.3% mission · 9.4% management · 1.4% fundraisingTotal expenses: 97.20% of revenue

2022Expense mix: 90.3% mission · 8.3% management · 1.4% fundraisingTotal expenses: 98.56% of revenue

2021Expense mix: 83.3% mission · 15.3% management · 1.4% fundraisingTotal expenses: 189.72% of revenue

2020Expense mix: 79.2% mission · 19.5% management · 1.3% fundraisingTotal expenses: 57.26% of revenue

2019Expense mix: 83.1% mission · 15.3% management · 1.6% fundraisingTotal expenses: 93.20% of revenue

2018Expense mix: 83.5% mission · 14.6% management · 1.9% fundraisingTotal expenses: 88.85% of revenue

2017Expense mix: 82.1% mission · 16.1% management · 1.9% fundraisingTotal expenses: 86.72% of revenue

Money in and money out

Revenue$246,056,453

Expenses$193,784,099

Annual surplus $52,272,354 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$170,454,393 · 88.0% of expenses

Management and office costs$20,404,305 · 10.5% of expenses

Fundraising$2,925,401 · 1.5% of expenses

See all reported dollar amounts

Revenue$246,056,453

Expenses$193,784,099

Assets$882,375,531

Income$624,266,243

Contributions$20,350,750

Mission work (program services)$170,454,393

Fundraising$2,925,401

Management and general$20,404,305

Stocks and bonds$137,078,408

Accounting fees$102,639

Investing fees$924,082

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERT PEARIGENVICE CHANCELLOR/PRESIDENT · 40 hrs/week $628,437Base $557,102 · Other $71,335

NANCY BERNERFORMER VICE CHANCELLOR/PRESIDENT · 40 hrs/week $352,733Base $301,686 · Other $51,047

EARL WILLIAMSTREASURER THRU JUNE 30, 2025 · 40 hrs/week $301,416Base $266,303 · Other $35,113

SCOTT WILSONPROVOST · 40 hrs/week $298,075Base $262,636 · Other $35,439

DEBORAH VAUGHNFORMER VP UNIVERSITY RELATIONS · 40 hrs/week $285,433Base $252,321 · Other $33,112

MARQUITTE STARKEYGENERAL COUNSEL · 40 hrs/week $237,696Base $210,597 · Other $27,099

DAVID SHIPPSVP ECON DEV · 20 hrs/week $236,364Base $192,777 · Other $43,587

SIBBY ANDERSON THOMPKINSVICE PRESIDENT FOR COMMUNITY BUILDING AND CONNECTI · 40 hrs/week $226,533Base $199,957 · Other $26,576

ALYSSA SUMMERSASSOC PROFESSOR · 40 hrs/week $222,603Base $201,612 · Other $20,991

BETSY SANDLINFORMER DEAN OF THE COLLEGE · 40 hrs/week $217,209Base $191,056 · Other $26,153

ROBERT BACHMANBOARD MEMBER · 2 hrs/week $169,394Base $151,635 · Other $17,759

JAY FISHERSECRETARY · 40 hrs/week $124,781Base $123,262 · Other $1,519

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (100)

ROBERT PEARIGENVICE CHANCELLOR/PRESIDENT

NANCY BERNERFORMER VICE CHANCELLOR/PRESIDENT

EARL WILLIAMSTREASURER THRU JUNE 30, 2025

SCOTT WILSONPROVOST

DEBORAH VAUGHNFORMER VP UNIVERSITY RELATIONS

MARQUITTE STARKEYGENERAL COUNSEL

DAVID SHIPPSVP ECON DEV

SIBBY ANDERSON THOMPKINSVICE PRESIDENT FOR COMMUNITY BUILDING AND CONNECTI

ALYSSA SUMMERSASSOC PROFESSOR

BETSY SANDLINFORMER DEAN OF THE COLLEGE

ROBERT BACHMANBOARD MEMBER

JAY FISHERSECRETARY

MISHOE BRENNECKEBOARD MEMBER

BRENT TATEBOARD MEMBER

STEVE DEARBOARD MEMBER

JULIE GATTABOARD MEMBER

ABBY COLEBOARD MEMBER

ADAM DAWKINSBOARD MEMBER

ALLISON PACEBOARD MEMBER

AMANDA MORANBOARD MEMBER

ANDREW CARTERBOARD MEMBER

ANDREW CRONEBOARD MEMBER

ANDREW MOREMANBOARD MEMBER

ANGELA MARIA CORTINASBOARD MEMBER

ANNA GRAHAMBOARD MEMBER

ASHLEY CUSACKBOARD MEMBER

ASHLEY SIMPSONBOARD MEMBER

ASITHA SANDANAYAKEBOARD MEMBER

B J SHELTONBOARD MEMBER

BETSY COXBOARD MEMBER

BRIAN JACKSONBOARD MEMBER

BRIAN L COLEBOARD MEMBER

C ANDREW DOYLEBOARD MEMBER

CARLTON WHITEBOARD MEMBER

CARMEN GERMINOBOARD MEMBER

CAROL TITUSBOARD MEMBER

CATHERINE FOSTERBOARD MEMBER

CHALANKIS BROWNBOARD MEMBER

CHARLES L WHITEBOARD MEMBER

CHRIS STURGEONBOARD MEMBER

CINDY PHELPS STREITBOARD MEMBER

DALTON LYONBOARD MEMBER

DANIEL MANUELBOARD MEMBER

DANIEL P RICHARDSBOARD MEMBER

DAVID BALEBOARD MEMBER

DAVID BOYDBOARD MEMBER

DAVID G READBOARD MEMBER

DAVID M GOLDBERGBOARD MEMBER

DEBRA WILSONBOARD MEMBER

DEON JOHNSONBOARD MEMBER

DON RODGERSBOARD MEMBER

DONNA S MOTEBOARD MEMBER

DORIS WESTFALLBOARD MEMBER

DOROTHY SANDERS WELLSBOARD MEMBER

DOUGLAS SCHARFBOARD MEMBER

DREW BROACHBOARD MEMBER

ED MILLERBOARD MEMBER

ELIZA EPPS WILLIAMSBOARD MEMBER

ELLIOTT HARRIGANBOARD MEMBER

ERIC STEVENSONBOARD MEMBER

FAY FITZSIMONS WALKERBOARD MEMBER

FELYSHA JENKINSBOARD MEMBER

FRANCES L WEBSTERBOARD MEMBER

FRANCIS LADDBOARD MEMBER

FRANK SULLIVAN LOGUEBOARD MEMBER

FRED RHODES JRBOARD MEMBER

GENE B MANNINGBOARD MEMBER

GEORGE HARRISONBOARD MEMBER

GEORGE SUMNERBOARD MEMBER

GEORGE WILLIAMSONBOARD MEMBER

GEORGE G CLARKE JRBOARD MEMBER

GLENDA S CURRYBOARD MEMBER

GREGORY HEARINGBOARD MEMBER

HARRIET COUSINSBOARD MEMBER

HARRIS POWERSBOARD MEMBER

HARRY GROCEBOARD MEMBER

HENRY SETSERBOARD MEMBER

HILARY JARVISBOARD MEMBER

J RUSSELL KENDRICKBOARD MEMBER

J SCOTT MAYERBOARD MEMBER

JACK LAULESSBOARD MEMBER

JACKSON BYRON GREENEBOARD MEMBER

JACOB W OWENSBYBOARD MEMBER

JAMES FOLDS JRBOARD MEMBER

JEAN MCDOWELL MARTINBOARD MEMBER

JEFF RUNGEBOARD MEMBER

JEFF W FISHERBOARD MEMBER

JEFFERY L PATENAUDEBOARD MEMBER

JENNIFER BROOKE-DAVIDSONBOARD MEMBER

JENNIFER STAATSBOARD MEMBER

JOHANNA OLIVER ROUSSEAUXBOARD MEMBER

JOHN BAUERSCHMIDTBOARD MEMBER

JOHN BUCKLEYBOARD MEMBER

JOHN T W HARMONBOARD MEMBER

JOHNSON JEFFERSBOARD MEMBER

JOSE A MCLOUGHLINBOARD MEMBER

JOSEPH B MAYS JRBOARD MEMBER

JULIE CURDBOARD MEMBER

JUSTIN S HOLCOMBBOARD MEMBER

KATHRYN RYANBOARD MEMBER

About this charity

Recognized since: January 1947
Location: 735 UNIVERSITY AVE, SEWANEE, TN 37383-1000
County: Franklin
In care of: % ROBERT W PEARLGEN
Primary officer: Isabelle Love, Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Phone(931) 598-1349

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Education N.E.C. (B99)
IRS tax category: Education N.E.C.