2023-05-11T13:39:44-05:00 2022-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2021-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2023-05-10 1 JULEE SHERMAN 999009999 RYAN HENRY P01749573 5734426171 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 69862529 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 41 40 945 75 154743 0 14935267 11199187 48460897 48813128 1729585 2190862 626465 956409 65752214 63159586 18556976 21067699 0 0 23092609 23018444 0 0 889310 11820471 14454682 53470056 58540825 12282158 4618761 161128391 157110392 10847864 10380375 150280527 146730017 X CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 0 0 21067699 21067699 SCHOLARSHIP PROGRAMS AND STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 6704662 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 19944463 42036408 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 4458192 8403403 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 4458192 8403403 52175016 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 38 0 1 945 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULEE SHERMAN 6602486203 411 CENTRAL SQUARE FAYETTE MO 65248 SHELBY ALEXANDER TRUSTEE 1.00 X 0 0 0 DAVID ATKINS TRUSTEE 1.00 X 0 0 0 BOB ANDERSON TRUSTEE 1.00 X 0 0 0 ROBERT BLANTON TRUSTEE 1.00 X 0 0 0 MARILYN CAUL TRUSTEE 1.00 X 0 0 0 MARK DEMPSEY TRUSTEE 1.00 X 0 0 0 ROBERT COURTNEY TRUSTEE 1.00 X 0 0 0 WEMI DARAMOLA TRUSTEE 1.00 X 0 0 0 DOUG BURTON TRUSTEE 1.00 X 0 0 0 BISHOP FARR TRUSTEE 1.00 X 0 0 0 TED HOUSE TRUSTEE 1.00 X 0 0 0 JULIE PARRISH TRUSTEE 1.00 X 0 0 0 CLAYTON SMITH TRUSTEE 1.00 X 0 0 0 TIM JACKMAN TRUSTEE 1.00 X 0 0 0 JANET JACOBS TRUSTEE 1.00 X 0 0 0 JIM KIMBELL TRUSTEE 1.00 X 0 0 0 RON KNIGGE TRUSTEE 1.00 X 0 0 0 KIRK MEYER TRUSTEE 1.00 X 0 0 0 MIKE MISEROCCHI TRUSTEE 1.00 X 0 0 0 SANDRA NENADAL TRUSTEE 1.00 X 0 0 0 TERRY HENDERSON VICE CHAIRMAN 1.00 X X 0 0 0 NANCY PEACOCK CHAIRMAN 1.00 X X 0 0 0 KELLIE PLATZ TRUSTEE 1.00 X 0 0 0 JACQUE RICHMOND TRUSTEE 1.00 X 0 0 0 NICOLE SCOTT TRUSTEE 1.00 X 0 0 0 SHARON RUBEY TRUSTEE 1.00 X 0 0 0 BRUCE ADDISON TRUSTEE 1.00 X 0 0 0 KATHY VIETH TRUSTEE 1.00 X 0 0 0 FRANK WALLIS TRUSTEE 1.00 X 0 0 0 RANDY WASHBURN TRUSTEE 1.00 X 0 0 0 KEITH YOUNG TRUSTEE 1.00 X 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 40.00 X X 361030 0 42568 LARRY TUCKER SECRETARY 1.00 X X 0 0 0 TERRI SWAN TRUSTEE 1.00 X 0 0 0 JAY SHELTON TRUSTEE 1.00 X 0 0 0 JW ARNOLD TRUSTEE 1.00 X 0 0 0 DEBORAH DODGE TRUSTEE 1.00 X 0 0 0 IVAN JAMES TRUSTEE 1.00 X 0 0 0 PAULA JUST TRUSTEE 1.00 X 0 0 0 TAD PERRY TRUSTEE 1.00 X 0 0 0 ERIC TRELZ TRUSTEE 1.00 X 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 40.00 X 170962 0 21704 RITA GULSTAD PROVOST 40.00 X 277886 0 23619 JOE PARISI ADMINISTRATOR 40.00 X 173721 0 19517 CHAD GAINES ADMINISTRATOR 40.00 X 167814 0 19744 WILLIAM SHEEHAN ADMINISTRATOR 40.00 X 155777 0 21314 SALLY HACKMAN ADMINISTRATOR 40.00 X 119698 0 15383 STEPHANIE BRINK ADMINISTRATOR 40.00 X 140496 0 13781 1567384 0 177630 8 0 1 0 FRESH IDEAS 3220 VANDIVER DR COLUMBIA MO 65202 FOOD SERVICE 1623080 LITTLE DIXIE CONSTRUCTION 1431 CINNAMON HILL LANE COLUMBIA MO 65201 CONSTRUCTION 477020 JENZABAR PO BOX 55018 BOSTON MA 02205 SOFTWARE 326921 APPLE COMPUTER PO BOX 846095 DALLAS TX 75284 INFORMATION TECHNOLOGY 304439 QUESTEC 1390 BOONE IND DRIVE COLUMBIA MO 65202 HEATING AND COOLING 141508 5 5927387 5271800 11199187 TUITION AND FEES 900099 42036408 42036408 RESIDENCE HALLS 900099 3320838 3320838 DINING HALL 900099 3235669 3235669 BOOKSTORE 451211 220213 65470 154743 48813128 1365845 1365845 39040 0 39040 39040 39040 7527960 6702943 825017 825017 825017 MISCELLANEOUS 900099 917369 917369 917369 63159586 50439811 154743 1365845 21067699 21067699 1141698 563621 410843 167234 17720755 16086004 1272988 361763 922069 670531 230790 20748 2046652 1882907 101068 62677 1187270 1092062 66607 28601 33432 4651 28781 69969 69969 28077 28077 202153 85291 28319 88543 414506 105727 297094 11685 890810 736004 92819 61987 1566371 1349097 216133 1141 1663200 1267233 342003 53964 110467 110467 2658618 2314830 343788 469787 469787 OTHER EXPENSE 2316791 1510073 803565 3153 REPAIRS AND MAINTENANCE 1758925 1326748 432177 FOOD SERVICE 1594788 1572971 12385 9432 DUES AND MEMBERSHIP 477134 342814 118167 16153 199654 86286 111139 2229 58540825 52175016 5476499 889310 39148182 37076559 3507232 2864433 702500 597546 207818 193673 89225003 45898919 42475243 43326084 43576902 51048439 29615736 19394953 1894778 2608705 161128391 157110392 2194674 2346688 3268055 3116065 4985000 4540000 400135 377622 10847864 10380375 X 89933435 90331405 60347092 56398612 150280527 146730017 161128391 157110392 X 4618761 -7567182 -602089 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 66883504 966970 -4484444 2190000 61176030 51519787 3568710 15493117 1989400 1708710 66883504 51039168 885534 1420085 1788500 36500 51519787 49486262 845819 2347087 1607200 32800 51039168 47647866 742944 2568452 1443540 29460 49486262 0.20658 0.56696 0.22647 1 0 105368 1768033 1873401 75855459 38279866 37575593 9133163 7619053 1514110 2362980 2362980 43326084 HEDGE FUNDS 6380608 F PRIVATE EQUITY FUNDS 13014345 F 19394953 ANNUITIES PAYABLE 31807 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 292426 ACCRUED INTEREST PAYABLE 35304 GOVERNMENT ADVANCES 18085 377622 36557087 -7567182 -602089 -8169271 44726358 28077 18405151 18433228 63159586 40107597 0 40107597 28077 18405151 18433228 58540825 PART III, LINE 1A: THE ASHBY HODGE GALLERY OF AMERICAN ART MAINTAINS A COLLECTION OF OIL PAINTINGS, LITHOGRAPHS, DRAWINGS AND ACRYLICS, MAINLY REPRESENTING THE WORK OF AMERICAN REGIONALIST ARTISTS. SPECIAL EXHIBITS ARE SCHEDULED THROUGHOUT THE YEAR. ADJOINING THE GALLERY IS A READING ROOM FEATURING ART CATALOGUES, EXHIBITION BOOKS AND FINE ARTS PERIODICALS. THE GALLERY PROVIDES STUDENTS, EMPLOYEES, AND VISITORS AN EXPOSURE TO A VARIETY OF ART MEDIUMS AND ENHANCES THE LIBERAL ARTS HIGHER EDUCATION EXPERIENCE ON CAMPUS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR SCHOLARSHIPS AND OTHER GENERAL EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST -602,089. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 18,405,151. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 18,405,151. 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 RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN PRINT AND ON THE SCHOOL'S WEBSITE. IT IS ALSO OUTLINED IN THE EMPLOYEE HANDBOOK. SCHEDULE E, PART I, LINE 6 FEDERAL PELL, SEOG AND ACG GRANT FUNDS ARE RECEIVED FROM THE DOE FOR QUALIFIED STUDENTS. 1 FINANCIAL AID 1262 18405151 HIGHER EDUCATION EMERGENCY RELIEF FUND GRANT 2048 2662548 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH THE FINANCIAL AID AND ADMISSION OFFICES. ANNUAL REVIEW OF QUALIFICATIONS FOR EACH LEVEL OF SCHOLARSHIPS IS DONE AFTER THE SPRING TERM. SATISFACTORY PROGRESS GUIDELINES FROM THE DEPARTMENT OF EDUCATION ARE FOLLOWED FOR ALL STUDENTS RECEIVING ANY TYPE OF SCHOLARSHIP AID. OUR ADVANCEMENT OFFICE ASSIGNS ENDOWED SCHOLARSHIPS. ENDOWED SCHOLARSHIPS (FUNDED INSTITUTIONAL AID) REPRESENTS LESS THAN 20% OF OUR AWARDED SCHOLARSHIPS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 360739 0 0 0 291 0 21809 0 20759 0 403598 0 0 0 RITA GULSTAD PROVOST 277886 0 0 0 0 0 14860 0 8759 0 301505 0 0 0 JOE PARISI ADMINISTRATOR 173721 0 0 0 0 0 10758 0 8759 0 193238 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 170962 0 0 0 0 0 12945 0 8759 0 192666 0 0 0 CHAD GAINES ADMINISTRATOR 167814 0 0 0 0 0 10985 0 8759 0 187558 0 0 0 WILLIAM SHEEHAN ADMINISTRATOR 155777 0 0 0 0 0 12555 0 8759 0 177091 0 0 0 STEPHANIE BRINK ADMINISTRATOR 140496 0 0 0 0 0 5106 0 8675 0 154277 0 0 0 PART I, LINE 1A THE PRESIDENT'S RESIDENCE IS USED FOR BUSINESS PURPOSES AND TO FURTHER THE MISSION OF CENTRAL METHODIST UNIVERSITY. THE PRESIDENT IS REQUIRED TO RESIDE IN THE RESIDENCE AND HOST MANY EVENTS FOR FACULTY, STAFF, ALUMNI, BOARD MEMBERS, AND OTHERS. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF FAYETTE MO 431327288 2016-08-17 7358386 REFUND A PRIOR ISSUE - FUNDING NEW AND OLD CAPITAL PROJECTS 0 0 0 A 2728386 7358386 144000 7214386 2014 0 1 1 1 A 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 A 0 ROGER DRAKE TRUSTEE/PRESIDENT 403307 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 5 83145 APPRAISAL X 8 117151 SELLING PRICE X EQUIPMENT AND SUPPLIES 1 22965 COST X MISCELLANEOUS ITEMS 8 7322 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND FINANCE CHAIR REVIEW THE RETURN BEFORE IT IS SUBMITTED. THE RETURN IS THEN MADE AVAILABLE TO THE ENTIRE BOARD ON A SECURE INTERNET PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS ARE DISTRIBUTED TO TRUSTEES AND SENIOR STAFF. THESE ARE REVIEWED BY THE AUDIT COMMITTEE, DISCUSSED AS NEEDED AND REPORTED BACK AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWED COMPARABLE DATA FROM PEER INSTITUTION'S FORM 990'S, SURVEY DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES FOR ALL SENIOR OFFICERS. THE DISCUSSION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -602,089. CUMULATIVE ADJUSTMENT FOR THE ADOPTION OF ASC 606 UNCOLLECTIBLE ACCOUNTS FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.