2022-05-13T10:06:01-05:00 2021-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2020-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2022-05-12 1 JULEE SHERMAN 999009999 RYAN HENRY P01749573 5734426171 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 68241897 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. 36 35 953 70 138411 0 4925013 14935267 47497205 48460897 2512352 1729585 351742 626465 55286312 65752214 16955955 18556976 0 0 23469801 23092609 0 0 594762 11489435 11820471 51915191 53470056 3371121 12282158 138609356 161128391 14815022 10847864 123794334 150280527 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 18556976 18556976 SCHOLARSHIP PROGRAMS AND STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 5826116 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 18528716 41979334 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 4310436 6969617 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 4310436 6969617 47222244 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 12 0 1 953 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 35 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 ROBERT 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 LOUANN SHANER 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 305001 0 42439 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 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 40.00 X 169795 0 20704 RITA GULSTAD PROVOST 40.00 X 278489 0 23705 JOE PARISI ADMINISTRATOR 40.00 X 170199 0 18790 CHAD GAINES ADMINISTRATOR 40.00 X 163995 0 19825 WILLIAM SHEEHAN ADMINISTRATOR 40.00 X 132514 0 17491 HEATHER DOUGHERTY ADMINISTRATOR 40.00 X 113335 0 12070 JOHN FLANDERS ADMINISTRATOR 40.00 X 123289 0 15862 STEPHANIE BRINK ADMINISTRATOR 40.00 X 156206 0 13655 1612823 0 184541 13 0 1 0 FRESH IDEAS 3220 VANDIVER DR COLUMBIA MO 65202 FOOD SERVICE 1524229 JENZABAR PO BOX 55018 BOSTON MA 02205 SOFTWARE 311276 APPLE COMPUTER PO BOX 846095 DALLAS TX 75284 INFORMATION TECHNOLOGY 257960 HAGER CONSTRUCTION 101 BRADFORD LANE LOOSE CREEK MO 65054 CONSTRUCTION 251264 QUESTEC 1390 BOONE IND DRIVE COLUMBIA MO 65202 HEATING AND COOLING 224299 5 9319666 5615601 190416 14935267 TUITION AND FEES 900099 41979334 41979334 RESIDENCE HALLS 900099 3170708 3170708 DINING HALL 900099 3101964 3101964 BOOKSTORE 451211 208891 70480 138411 48460897 1733427 1733427 33811 0 33811 33811 33811 2485841 2489683 -3842 -3842 -3842 MISCELLANEOUS 900099 592654 592654 592654 65752214 48948951 138411 1729585 18556976 18556976 1041522 548536 348751 144235 17867140 16061893 1518173 287074 895780 652209 226217 17354 2087188 1829554 215196 42438 1200979 1089883 87219 23877 87071 3316 83755 84334 84334 19178 19178 79147 53263 18507 7377 583084 117695 455227 10162 710863 649508 52488 8867 1642032 1415719 226313 1090776 895502 169846 25428 129898 128730 1168 2657794 2314113 343681 402938 402938 FOOD SERVICE 1500672 1492886 6989 797 OTHER EXPENSE 1171769 300724 866893 4152 REPAIRS AND MAINTENANCE 1031433 674239 357194 0 DUES AND MEMBERSHIP 452347 310743 121192 20412 177135 126755 47791 2589 53470056 47222244 5653050 594762 33019158 39148182 3053867 3507232 997504 702500 202630 207818 85715544 43240301 43179243 42475243 35178513 43576902 21720757 29615736 1257684 1894778 138609356 161128391 3323477 2194674 1614873 3268055 5420000 4985000 157743 0 3825000 0 473929 400135 14815022 10847864 X 77676285 89933435 46118049 60347092 123794334 150280527 138609356 161128391 X 12282158 14752324 -548289 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 51519787 3568710 15493117 1989400 1708710 66883504 51039168 885534 1420085 1788500 36500 51519787 49486262 845819 2347087 1607200 32800 51039168 47647866 742944 2568452 1443540 29460 49486262 33322228 12183516 3607122 1435700 29300 47647866 0.20990 0.50412 0.28599 1 0 105368 1768033 1873401 75066622 36156346 38910276 8754332 7083955 1670377 21189 21189 42475243 HEDGE FUNDS 7142834 F PRIVATE EQUITY FUNDS 22472902 F 29615736 ANNUITIES PAYABLE 33441 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 292426 ACCRUED INTEREST PAYABLE 42166 GOVERNMENT ADVANCES 32102 400135 63774972 14752324 714219 15466543 48308429 19178 17424607 17443785 65752214 36423347 397076 397076 36026271 19178 17424607 17443785 53470056 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 714,219. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 17,424,607. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE ACCOUNTS 397,076. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 17,424,607. 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 1211 17424607 HIGHER EDUCATION EMERGENCY RELIEF FUND GRANT 2797 1132369 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 305001 0 0 0 0 0 21375 0 21064 0 347440 0 0 0 RITA GULSTAD PROVOST 278489 0 0 0 0 0 14641 0 9064 0 302194 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 169795 0 0 0 0 0 11640 0 9064 0 190499 0 0 0 JOE PARISI ADMINISTRATOR 170199 0 0 0 0 0 9726 0 9064 0 188989 0 0 0 CHAD GAINES ADMINISTRATOR 163995 0 0 0 0 0 10761 0 9064 0 183820 0 0 0 STEPHANIE BRINK ADMINISTRATOR 156206 0 0 0 0 0 4675 0 8980 0 169861 0 0 0 WILLIAM SHEEHAN ADMINISTRATOR 132514 0 0 0 0 0 10692 0 6799 0 150005 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 2273386 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 347440 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 96 98156 APPRAISAL X 4 76403 SELLING PRICE X EQUIPMENT AND SUPPLIES 1 15670 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 714,219. CUMULATIVE ADJUSTMENT FOR THE ADOPTION OF ASC 606 -865,432. UNCOLLECTIBLE ACCOUNTS -397,076. 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.