2015-05-06T15:20:24-05:00 2014-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2013-07-01 430654876 WILLIAM WOODS UNIVERSITY WILL 5735924260 ONE UNIVERSITY AVENUE FULTON MO 65251 SCOTT GALLAGHER VICE PRESIDENT 5735924337 2015-05-04 1 RYAN HENRY P01749573 5734426171 2013 2016-03-07 17:11:31Z JAHNAE BARNETT ONE UNIVERSITY AVENUE FULTON MO 65251 42404680 0 X WWW.WILLIAMWOODS.EDU X 1890 MO AN INDEPENDENT VOICE IN HIGHER EDUCATION, WILLIAM WOODS UNIVERSITY DISTINGUISHES ITSELF AS A STUDENT-CENTERED AND PROFESSIONS-ORIENTED UNIVERSITY COMMITTED TO THE VALUES OF ETHICS, SELF-LIBERATION, AND LIFELONG EDUCATION OF STUDENTS IN THE WORLD COMMUNITY. 26 24 1300 266 75177 -5531 1197881 4193708 31835130 31838795 1860274 801479 136349 101922 35029634 36935904 9222720 9323250 0 0 14109829 14067146 0 0 532083 10423007 11001642 33755556 34392038 1274078 2543866 51109105 50049241 9526047 4552556 41583058 45496685 AN INDEPENDENT VOICE IN HIGHER EDUCATION, WILLIAM WOODS UNIVERSITY DISTINGUISHES ITSELF AS A STUDENT-CENTERED AND PROFESSIONS-ORIENTED UNIVERSITY COMMITTED TO THE VALUES OF ETHICS, SELF-LIBERATION, AND LIFELONG EDUCATION OF STUDENTS IN THE WORLD COMMUNITY. 0 0 19343996 22505725 INSTRUCTIONAL AND RELATED EDUCATIONAL AND GENERAL EXPENSES. FALL ENROLLMENT: 962 UNDERGRADUATE, 960 GRADUATE STUDENTS. SPRING ENROLLMENT: 869 UNDERGRADUATE, 1,094 GRADUATE STUDENTS. 9323250 9323250 9323250 SCHOLARSHIPS-FINANCIAL AID PROVIDED TO STUDENTS. 28667246 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 139 0 1 1300 1 0 0 0 0 0 0 1 0 0 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JULIE HOUSEWORTH 5735924260 ONE UNIVERSITY AVENUE FULTON MO 65251 JOHN EDWARDS CHAIR 0.80 X X 0 0 0 DAN WESTHUES 1ST VICE CHAIR 0.80 X X 0 0 0 CYNDI BUTLER SECRETARY 0.80 X X 0 0 0 BEN WELLS TREASURER 0.80 X X 0 0 0 SUE ANDERSON MEMBER AT LARGE 0.80 X 0 0 0 DALE LARUE MEMBER AT LARGE 0.80 X 0 0 0 DEBORAH HUTCHISON MEMBER AT LARGE 0.80 X 0 0 0 KIMBERLY BARNES TRUSTEE 0.50 X 0 0 0 RITA MAE BROWN TRUSTEE 0.50 X 0 0 0 MOLLY CATHEY TRUSTEE 0.50 X 0 0 0 JUDITH CHAPMAN TRUSTEE 0.50 X 0 0 0 NEAL BARRENTINE CLAPPER TRUSTEE 0.50 X 0 0 0 MARY LINN COLDIRON TRUSTEE 0.50 X 0 0 0 ELIZABETH FARRIS TRUSTEE 0.50 X 0 0 0 JOAN FIRLEY TRUSTEE 0.50 X 0 0 0 VICTORIA GUNN TRUSTEE 0.50 X 0 0 0 CHARLES JAMES TRUSTEE 0.50 X 0 0 0 KATHLEEN KUNKLER TRUSTEE 0.50 X 0 0 0 SARAH LOSINGER TRUSTEE 0.50 X 0 0 0 CARLOS ORTEGA MALDONADO TRUSTEE 0.50 X 0 0 0 MELINDA HALL-PATTERSON TRUSTEE 0.50 X 0 0 0 LUANN RIDGEWAY TRUSTEE 0.50 X 0 0 0 JANET ROHMAN TRUSTEE 0.50 X 0 0 0 JUDY SCHMUCK TRUSTEE 0.50 X 0 0 0 ROMAINE SEGUIN TRUSTEE 0.50 X 0 0 0 THERESA VONDERSCHMITT TRUSTEE 0.50 X 0 0 0 JAHNAE BARNETT PRESIDENT 40.00 X 343450 0 54427 SCOTT GALLAGHER VICE PRESIDENT 40.00 X 95570 0 4929 439020 0 59356 1 0 1 0 FRESH IDEAS 1000 W NIFONG BLVD COLUMBIA MO 65203 FOOD SERVICE 1343532 BUCKET MEDIA INC 1123 WILKES BLVD COLUMBIA MO 65201 ADVERTISING 483482 THE LEARNING HOUSE INC 427 S 4TH ST STE 300 LOUISVILLE KY 40202 ONLINE LEARNING SERVICES 282393 JENZABAR PO BOX 55018 BOSTON MA 02205 SOFTWARE MAINTENANCE 279567 CORNERSTONE INSURANCE 3100 FALLING LEAF COURT COLUMBIA MO 65201 FACILITY RENT 272756 9 222069 3971639 268738 4193708 TUITION AND FEES 900099 25342146 25342146 RESIDENCE HALLS AND FOOD SERVICE 900099 6137334 6137334 CONFERENCE 531190 287403 287403 BOOKSTORE 451211 71912 71912 31838795 377570 377570 76724 42407 34317 34317 31052 3265 5828181 2742 5224930 182084 603251 -179342 423909 423909 86960 19355 67605 67605 36935904 31797935 75177 869084 9323250 9323250 504949 103515 380226 21208 11502847 8248408 2906799 347640 400621 263533 127883 9205 825379 515765 280551 29063 833350 587695 221994 23661 7827 7827 45948 45948 43783 43783 1349256 418146 917284 13826 770817 19595 751222 1538911 906884 571925 60102 1767451 329855 1437596 595855 480619 107003 8233 313357 91423 221139 795 62177 62177 1247265 1247265 376655 173686 202969 ALLOCATION OF SALARIES, 0 5247508 -5247508 FOOD SERVICE 1257774 1257774 EQUIPMENT REPAIRS AND M 882820 243145 637319 2356 FEED AND FORAGE 223924 223924 517822 232521 269307 15994 34392038 28667246 5192709 532083 4162189 6689644 3011971 2730778 1562521 1609538 279435 289864 44493 36875 84045 158213 49820943 27915490 21549763 21905453 17946631 15310498 140945 166965 1159929 1151413 1167183 0 51109105 50049241 2528818 3228930 425079 258459 5460000 1112150 1065167 9526047 4552556 X 18151660 21721486 12648036 12647621 10783362 11127578 41583058 45496685 51109105 50049241 2543866 1369760 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 11341 906987 1 1 18081563 301924 2191535 225069 5017835 15332118 16584541 588785 1348598 75106 365255 18081563 14839552 814612 489961 70150 330667 15743308 12863064 23414 2342401 80265 309062 14839552 11433342 389326 1441963 376457 25110 12863064 0.04370 0.72320 0.23310 0 0 614288 614288 34651518 17177651 17473867 12666375 10737839 1928536 1888762 1888762 21905453 REFUNDABLE GOVERNMENT ADVANCES 1065167 1065167 29000394 1369760 -9323250 -7953490 36953884 43783 -61762 -17979 36935905 25086767 61762 61762 25025005 43783 9323250 9367033 34392038 PART V, LINE 4: INTENDED USE IS FOR SCHOLARSHIPS AND ANNUITIES PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -9,323,250. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAMING EXPENSES -19,355. RENTAL EXPENSES -42,407. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 19,355. RENTAL EXPENSES 42,407. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 9,323,250. SCHEDULE D, PART V: DURING FISCAL YEAR 2014, THE UNIVERSITY IMPLEMENTED A NEW ENDOWMENT MANAGEMENT AND ACCOUNTING SOFTWARE. AS PART OF THIS IMPLEMENTATION, THE UNIVERSITY CHANGED ITS METHODOLOGY OF ALLOCATING INVESTMENT RETURN TO THE INDIVIDUAL DONOR FUNDS AND UNIVERSITY-DESIGNATED FUNDS THAT COMPRISE THE ENDOWMENT. AS A RESULT OF THESE ACTIONS, THE UNIVERSITY IDENTIFIED A CERTAIN AMOUNT OF ENDOWMENT VALUE THAT HAD NOT BEEN PREVIOUSLY ALLOCATED TO INDIVIDUAL DONOR FUNDS AND UNIVERSITY-DESIGNATED ENDOWMENT FUNDS. THEREFORE, NET ASSET CLASSIFICATIONS AS OF JUNE 30, 2012 AND 2013 AND THE EXCESS OF ENDOWMENT RETURN OVER THE AMOUNT APPROPRIATED FOR OPERATIONS FOR THE YEAR ENDED JUNE 30, 2013, HAVE BEEN RESTATED. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL ADS FOR EMPLOYMENT STATE THE UNIVERSITY IS AN EQUAL OPPORTUNITY EMPLOYER. ALL UNDERGRADUATE AND GRADUATE APPLICATIONS INCLUDE THE NONDISCRIMINATION POLICY AND THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK AS WELL. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FEDERAL ASSISTANCE FROM THE US DEPT OF EDUCATION FOR STUDENT FINANCIAL AID UNDER THE PELL GRANT, FEDERAL WORK STUDY, PERKINS LOAN PROGRAM, AND SEOG. 86960 18755 600 1 1.00000 86960 18755 600 19355 67605 MO 0 NOT REQUIRED TO BE LICENSED 0 1 0 1.00000 JASON VITTONE DIRECTOR OF INTERCOL ONE UNIVERISTY AVENUE FULTON MO 65251 0 JASON VITTONE DIRECTOR OF INTERCOL ATHLETIC DIRECTOR DISTRIBUTES THE GAMING CARDS TO STUDENTS AND COACHES THAT SELL THEM. HE ALSO INITIALLY COLLECTS THE MONEY AND TRACKS THE STATISTICS TO DETERMINE THE WINNERS. X 0 1 COLLEGE WORK STUDY 12 19410 CAMPUS EMPLOYMENT 6 2468 LEAD AWARD 847 3357250 A+ AWARDS 189 176000 SEOG AWARD 108 94812 GRANT IN AID 45 168800 SCHOLARSHIPS 834 4862100 GRADUATE ATHLETIC AWARDS 44 194400 OTHER FINANCIAL AID 75 448010 PART I, LINE 2: THE UNIVERSITY MONITORS THE USE OF GRANT FUNDS BY AWARDING THOSE FUNDS ONLY TO ENROLLED STUDENTS TO BE USED FOR STUDENTS' TUITION AND FEES. FEDERAL AWARDS ARE SUBJECT TO AN AUDIT BY AN INDEPENDENT AUDITOR ON AN ANNUAL BASIS PURSUANT TO OMB CIRCULAR A-133. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 JAHNAE BARNETT PRESIDENT 343450 0 0 0 0 0 18200 0 36227 0 397877 0 0 0 PART I, LINE 1A THE PRESIDENT'S HOUSE IS USED FOR UNIVERSITY FUNCTIONS. UNIVERSITY EXPENSES FOR THESE PURPOSES ALSO INCLUDE PERSONAL SERVICES. PART I, LINE 4B THE UNIVERSITY HAS A LIFE INSURANCE POLICY ON THE PRESIDENT. THE PRESIDENT WILL BE ABLE TO MAKE WITHDRAWALS FROM THE POLICY UPON RETIREMENT. THE REMAINING BALANCE OF THE POLICY WILL BE PAID OUT TO THE UNIVERSITY UPON THE PRESIDENT'S DEATH. JAHNAE BARNETT PRESIDENT PREMIUMS PAID ON SPLIT-DOLLAR LIFE INSURANCE POLICY X 289864 0 1 1 289864 SHARON MEANS DAUGHTER OF BOARD MEMBER CHARLIE JAMES 46641 INSTRUCTOR AT THE UNIVERSITY 0 GWYNNE LARUE SPOUSE OF BOARD MEMBER DALE LARUE 18375 EMPLOYEE OF UNIVERSITY 0 AMY DITTMER DAUGHTER OF BOARD MEMBER DALE LARUE 39200 EMPLOYEE OF UNIVERSITY 0 X 10 263488 FAIR MARKET VALUE X HORSES 62 15500 $250 EACH - ORGANIZA 52 0 1 0 PART I, COLUMN (B): FOR STOCK CONTRIBUTIONS, EACH SEPARATE GIFT WAS USED AS ONE CONTRIBUTION. FOR HORSES, EACH HORSE CONTRIBUTED WAS COUNTED AS ONE CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED INTERNALLY BY BOTH THE CONTROLLER AND VICE PRESIDENT DURING THE COMPLETION PROCESS AND AGAIN UPON COMPLETION OF THE FORM. PRIOR TO FILING, THE 990 IS THEN REVIEWED BY BOTH THE RESOURCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL COPY IS ALSO PROVIDED PRIOR TO FILING THE 990 TO ALL BOARD OF TRUSTEES MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL UPDATES ARE REQUIRED THROUGH HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15A EVERY SPRING THE PRESIDENT'S COMPENSATION IS REVIEWED AND COMPARATIVE COMPENSATION DATA IS USED. COMPARABILITY DATA WAS LAST GATHERED IN APRIL 2012 AND THE PRESIDENT'S COMPENSATION WAS LAST REVIEWED IN SPRING 2013. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS HAS NOT CHANGED FROM THE PRIOR YEAR.