2018-05-14T10:04:20-05:00 2017-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2016-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2018-05-10 1 RYAN HENRY P01749573 5734426171 2016 2022-09-23 18:48:47Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 79211719 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY PREPARES STUDENTS TO MAKE A DIFFERENCE IN THE WORLD BY EMPHASIZING ACADEMIC AND PROFESSIONAL EXCELLENCE, ETHICAL LEADERSHIP AND SOCIAL RESPONSIBILITY. 41 40 1099 90 122944 -410 13252391 5177557 43943524 43833530 1344966 715875 379052 329560 58919933 50056522 12852497 13031183 0 0 21898026 22682453 55536 0 877116 11207235 12134393 46013294 47848029 12906639 2208493 113695397 118846230 11348721 10956490 102346676 107889740 X INSTITUTE OF HIGHER EDUCATION 0 0 13031183 13031183 SCHOLARSHIP PROGRAMS STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 5494055 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 18038577 38849308 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 3945123 4879297 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS 2002679 311541 EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 5947802 5190838 42511617 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 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 34 0 1 1099 1 1 1 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 BRUCE ADDISON TRUSTEE 1.00 X X 0 0 0 SHELBY ALEXANDER TRUSTEE 1.00 X X 0 0 0 ROBERT ANDERSON TRUSTEE 1.00 X X 0 0 0 DICK BAILEY TRUSTEE 1.00 X 0 0 0 DAVE BANDY TRUSTEE 1.00 X 0 0 0 BOB BARNES TRUSTEE 1.00 X 0 0 0 JIM BRYAN TRUSTEE 1.00 X 0 0 0 JOHN CHEARY TRUSTEE 1.00 X 0 0 0 ROBERT COURTNEY TRUSTEE 1.00 X 0 0 0 GLENN COX TRUSTEE 1.00 X 0 0 0 WEMI DARAMOLA TRUSTEE 1.00 X 0 0 0 ROGER DRAKE TRUSTEE 1.00 X 0 0 0 JAMES DENNENY TRUSTEE 1.00 X 0 0 0 NANCY ELLIS TRUSTEE 1.00 X 0 0 0 KEITH GARY TRUSTEE 1.00 X 0 0 0 ROBERT HAHNE TRUSTEE 1.00 X 0 0 0 DONN HARRISON TRUSTEE 1.00 X 0 0 0 TERRY HENDERSON TRUSTEE 1.00 X 0 0 0 JEFF HOGENMILLER TRUSTEE 1.00 X 0 0 0 DICK HUTCHISON 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 IVAN JAMES TRUSTEE 1.00 X 0 0 0 DAVID KERR TRUSTEE 1.00 X 0 0 0 JIM KIMBELL TRUSTEE 1.00 X 0 0 0 PAUL KING TRUSTEE 1.00 X 0 0 0 JIM MARCHBANK TRUSTEE 1.00 X X 0 0 0 KIRK MEYER TRUSTEE 1.00 X X 0 0 0 MIKE MISEROCCHI TRUSTEE 1.00 X 0 0 0 NANCY PEACOCK VICE CHAIRMAN 1.00 X X 0 0 0 TAD PERRY CHAIRMAN 1.00 X X 0 0 0 KELLIE PLATZ TRUSTEE 1.00 X 0 0 0 DONNA PUYEAR TRUSTEE 1.00 X 0 0 0 ELMER REVELLE TRUSTEE 1.00 X 0 0 0 NIKI SCOTT TRUSTEE 1.00 X 0 0 0 LOUANN SHANER TRUSTEE 1.00 X 0 0 0 LARRY TUCKER TRUSTEE 1.00 X 0 0 0 KATHY VIETH TRUSTEE 1.00 X 0 0 0 JB WAGGONER TRUSTEE 1.00 X 0 0 0 KEITH YOUNG TRUSTEE 1.00 X 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 40.00 X X 252594 0 58338 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 40.00 X 138870 0 28719 RITA GULSTAD PROVOST 40.00 X 188209 0 31615 STEPHANIE BRINK ADMINISTRATOR 40.00 X 118030 0 15017 JOHN FLANDERS PROFESSOR 40.00 X 121488 0 19907 CHAD GAINES ADMINISTRATOR 40.00 X 135143 0 26000 JOSH JACOBS ADMINISTRATOR 40.00 X 130190 0 27652 KEN OLIVER ADMINISTRATOR 40.00 X 139596 0 27963 1224120 0 235211 10 0 1 0 FRESH IDEAS 411 CMU SQUARE FAYETTE MO 65248 FOOD SERVICE 1276892 VANTAGE CONSULTANT PO BOX 104472 JEFFERSON CITY MO 65110 ADVERTISING 466310 CAMPAIGNIUM PO BOX 2443 SPRINGFIELD MO 65801 ADVERTISING 386110 JENZABAR PO BOX 55018 BOSTON MA 02284 SOFTWARE PROVIDER 318623 MBS DIRECT PO BOX 597 COLUMBIA MO 65205 BOOK RENTALS 228213 6 401647 4775910 398447 5177557 TUITION AND FEES 900099 38849308 38849308 AUXILIARY ENTERPRISES 900099 4508152 4508152 BOOKSTORE 451211 476070 353126 122944 43833530 1077675 1077675 18019 0 18019 18019 18019 28793397 29155197 -361800 -361800 -361800 MISCELLANEOUS 900099 311541 311541 311541 50056522 44040146 122944 715875 13031183 13031183 687957 255240 308366 124351 17001463 14565918 2003706 431839 678745 554255 102687 21803 3043459 2172603 795792 75064 1270829 1081794 149553 39482 2000 2000 60239 60239 25867 60 25807 92475 25309 67166 1179577 623977 543740 11860 1679468 1332437 291774 55257 70122 40122 30000 966597 14680 951917 630673 428155 172383 30135 59570 46061 13085 424 263635 256616 7019 2563075 2276400 286675 299116 299116 BOARD 1061374 1061374 0 0 REPAIRS AND MAINTENANCE 793998 81672 712326 0 MISCELLANEOUS 682736 587448 94589 699 RENTALS 510261 451467 57527 1267 1193610 3662968 -2524293 54935 47848029 42511617 4459296 877116 31609209 29089939 8259602 2917232 966831 1046831 280555 364785 70814858 33649500 37837420 37165358 29126810 43003787 4836903 4509383 778067 748915 113695397 118846230 2141023 2574757 618542 527963 7184033 6670000 743774 603744 661349 580026 11348721 10956490 X 61971020 63805132 12445055 15316936 27930601 28767672 102346676 107889740 113695397 118846230 X 2208493 3089154 245417 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 33322228 12183516 3607122 1435700 29300 47647866 34812814 537009 -557595 1440600 29400 33322228 35906114 657627 -300927 1421000 29000 34812814 31714050 833138 4758926 1372000 28000 35906114 29786431 540509 2847110 1430800 29200 31714050 0.23150 0.58960 0.17890 1 0 105368 1768033 1873401 62092224 28227882 33864342 6259800 5421618 838182 589433 589433 37165358 ANNUITIES PAYABLE 90717 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 276693 ACCRUED INTEREST PAYABLE 52210 GOVERNMENT ADVANCES 160406 580026 39779813 3089154 245418 3334572 36445241 25746 13585535 13611281 50056522 34236749 1 1 34236748 25746 13585535 13611281 47848029 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 AGREEMENTS 245,418. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET IMPACT OF BOND REFUNDING 554,352. FINANCIAL AID AND SCHOLARSHIPS 13,031,183. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 13,031,183. NET IMPACT OF BOND REFUNDING 554,352. 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. X X X X X 0 1 FINANCIAL AID 1130 13031183 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 252594 0 0 0 0 0 18799 0 39539 0 310932 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 138870 0 0 0 0 0 9982 0 18737 0 167589 0 0 0 RITA GULSTAD PROVOST 188209 0 0 0 0 0 11438 0 20177 0 219824 0 0 0 CHAD GAINES ADMINISTRATOR 135143 0 0 0 0 0 8623 0 17377 0 161143 0 0 0 JOSH JACOBS ADMINISTRATOR 130190 0 0 0 0 0 9456 0 18196 0 157842 0 0 0 KEN OLIVER ADMINISTRATOR 139596 0 0 0 0 0 9604 0 18359 0 167559 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 548386 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 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 2 7500 EXPERT OPINION X 1500 THRIFT SHOP VALUE X 28 331201 SELLING PRICE X 1 5400 FAIR MARKET VALUE X 5 6429 EXPERT OPINION X DONATED EQUIPMENT, LABOR AND MATERIALS 6 34207 FAIR MARKET VALUE X VACATIONS 3 8500 FAIR MARKET VALUE X SPORTING EVENT TICKETS 2 3260 COST X WINE 2 450 FAIR MARKET VALUE 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 IN MAY 2015. 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 245,418. ROUNDING -1. 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.