WILLIAM JEWELL COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM JEWELL COLLEGE (EIN 44-0545914)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-10
- IRS object ID
- 201510419349300416
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-10T08:37:00-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440545914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM JEWELL COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8167817700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE HILL | AddressLine1 |
| City | LIBERTY | City |
| State | MO | State |
| ZIP Code | 64068 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID L SALLEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8167817700 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR DAVID L SALLEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE HILL | AddressLine1 |
| City | LIBERTY | City |
| State | MO | State |
| ZIP Code | 64068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,553,469 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWELL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1849 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | WILLIAM JEWELL COLLEGE PROMISES STUDENTS AN OUTSTANDING LIBERAL ARTS EDUCATION THAT CULTIVATES LEADERSHIP, SERVICE AND SPIRITUAL GROWTH WITHIN A COMMUNITY INSPIRED BY CHRISTIAN IDEALS AND COMMITTED TO OPEN RIGOROUS INTELLECTUAL PURSUITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1017 | TotalEmployeeCnt |
| Total Volunteers | 530 | TotalVolunteersCnt |
| Total Gross UBI | -$422 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$422 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,383,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,129,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,123,260 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,442,933 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,333,555 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,135,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,856,358 | PYOtherRevenueAmt |
| CY Other Revenue | $2,522,385 | CYOtherRevenueAmt |
| PY Total Revenue | $50,696,400 | PYTotalRevenueAmt |
| CY Total Revenue | $52,230,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,665,312 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,867,962 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,502,172 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,708,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,082,468 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,237,121 | PYOtherExpensesAmt |
| CY Other Expenses | $16,112,000 | CYOtherExpensesAmt |
| PY Total Expenses | $51,404,605 | PYTotalExpensesAmt |
| CY Total Expenses | $53,688,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$708,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,458,405 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,338,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,444,183 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,566,816 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,966,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,771,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,478,007 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WILLIAM JEWELL COLLEGE PROMISES STUDENTS AN OUTSTANDING LIBERAL ARTS EDUCATION THAT CULTIVATES LEADERSHIP, SERVICE AND SPIRITUAL GROWTH WITHIN A COMMUNITY INSPIRED BY CHRISTIAN IDEALS AND COMMITTED TO OPEN, RIGOROUS INTELLECTUAL PURSUITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,564,490 | ExpenseAmt |
| Grant | $20,867,962 | GrantAmt |
| Revenue | $31,410,347 | RevenueAmt |
| Desc | PROVIDED INSTRUCTION AND ACADEMIC SUPPORT TO APPROXIMATELY 1060 STUDENTS: CLASSROOM INSTRUCTION, LIBRARY SERVICES, LECTURE SERVICES, ETC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,793,623 | ExpenseAmt |
| Revenue | $6,962,811 | RevenueAmt |
| Desc | PROVIDED ROOM AND BOARD FOR APPROXIMATELY 850 STUDENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,904,821 | ExpenseAmt |
| Revenue | $954,470 | RevenueAmt |
| Desc | PROVIDED STUDENT SERVICES AND PROGRAMMING: ATHLETICS AND INTRAMURAL SPORTS, STUDENT ACTIVITIES, HEALTH SERVICES, COUNSELING SERVICES, FINANCIAL SERVICES, ACADEMIC RECORDS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,677,289 | $782,208 | HARRIMAN-JEWELL PERFORMING SERIES |
| $137,587 | $172,600 | PRYOR LEADERSHIP PROGRAM |
| $45,218 | $160,497 | OTHER COMMUNITY PROGRAMMING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,860,094 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,115,305 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,123,028 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1017 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CLEMONS | PersonNm |
| Phone | 8164157802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE HILL | AddressLine1 |
| City | LIBERTY | City |
| State | MO | State |
| ZIP Code | 64068 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA F ATKINSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY D BARNES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID D BURHANS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M SUSAN CHAMBERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE CHU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM M CROUCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD D DOUGLAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E DREYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA GARNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C GAUTREAUX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B GENGELBACH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R GILL | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EILEEN L HOUSTON-STEWART | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $12,500 | $0 | $0 | |||
| ROBERT K KIRKLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $20,860 | $0 | $0 | |||
| BURNELL LANDERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OLLIE MALONE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN R MATHES | ||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES K PIERCE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W EDWARD PLACE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED H PRYOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA J ROOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOYLE M SAGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE C SHUMAKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH M SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOY L STEINCROSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R WILLARD | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD M WRIGHT JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG C ZAHND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DAVID SALLEE | ||||||||
| CEO | 40.00 | $390,417 | $0 | $42,121 | Yes (X) | |||
| BRIAN CLEMONS | ||||||||
| CFO | 40.00 | $140,766 | $0 | $25,280 | Yes (X) | 1.00 | ||
| DR ANNE DEMA | ||||||||
| PROVOST | 40.00 | $148,427 | $0 | $24,406 | Yes (X) | |||
| CLARK MORRIS | ||||||||
| VP ADVANCEMENT | 40.00 | $138,409 | $0 | $26,055 | Yes (X) | |||
| GARY BRACKEN | ||||||||
| VP ADMISSIONS | 40.00 | $111,330 | $0 | $16,353 | Yes (X) | |||
| KELLI SCHUTTE | ||||||||
| CHAIR OF BUS & LEADERSHIP | 40.00 | $108,046 | $0 | $24,881 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,070,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J E DUNN | |||||
| 929 HOLMES | KANSAS CITY | MO | 64106 | CONSTRUCTION | $7,526,865 |
| FRESH IDEAS | |||||
| 1000 W NIFONG | COLUMBIA | MO | 65203 | DINING SERVICES | $996,026 |
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | DINING SERVICES | $870,501 |
| ELLUCIAN INC | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 23228 | SOFTWARE LICENSE & MAINTENANCE | $269,124 |
| NOEL-LEVITZ | |||||
| 2350 OAKDALE BLVD | CORALVILLE | IA | 52241 | CONSULTING-STUDENT RECRUITMENT | $215,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $163,049 | FundraisingAmt |
| Government Grants | $2,538,243 | GovernmentGrantsAmt |
| All Other Contributions | $4,428,410 | AllOtherContributionsAmt |
| Noncash Contributions | $321,667 | NoncashContributionsAmt |
| Total Contributions | $7,129,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $31,410,351 | $31,410,351 |
| RESIDENCE HALL | 611710 | $4,215,949 | $4,215,949 |
| DINING SERVICES | 611710 | $2,746,862 | $2,746,862 |
| STUDENT SERVICES | 611710 | $1,042,969 | $1,042,969 |
| FINE ARTS | 611710 | $772,637 | $772,637 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,442,933 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $899,596 | TotalRevenueColumnAmt |
| Exclusion | $899,596 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,475,675 | TotalRevenueColumnAmt |
| Exclusion | $1,475,675 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,659 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,659 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,659 | TotalRevenueColumnAmt |
| Exclusion | $174,659 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,502,981 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,267,071 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,235,910 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,235,910 | TotalRevenueColumnAmt |
| Exclusion | $1,235,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,044 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $163,049 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,872 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,828 | TotalRevenueColumnAmt |
| Exclusion | -$12,828 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | $885,301 | $885,301 | |
| PARTNERSHIP INCOME | 900099 | -$422 | -$422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $884,879 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,230,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,442,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,658,313 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,867,962 | TotalAmt |
| Program Services | $20,867,962 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,772 | TotalAmt |
| Program Services | $398,725 | ProgramServicesAmt |
| Management And General | $598,583 | ManagementAndGeneralAmt |
| Fundraising | $164,464 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,070,199 | TotalAmt |
| Program Services | $10,605,745 | ProgramServicesAmt |
| Management And General | $969,989 | ManagementAndGeneralAmt |
| Fundraising | $494,465 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,954 | TotalAmt |
| Program Services | $405,333 | ProgramServicesAmt |
| Management And General | $80,551 | ManagementAndGeneralAmt |
| Fundraising | $22,070 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,070 | TotalAmt |
| Program Services | $1,473,126 | ProgramServicesAmt |
| Management And General | $410,717 | ManagementAndGeneralAmt |
| Fundraising | $109,227 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,974 | TotalAmt |
| Program Services | $833,556 | ProgramServicesAmt |
| Management And General | $94,688 | ManagementAndGeneralAmt |
| Fundraising | $47,730 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,014 | TotalAmt |
| Management And General | $136,014 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,008 | TotalAmt |
| Management And General | $78,008 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,962,987 | TotalAmt |
| Program Services | $1,596,052 | ProgramServicesAmt |
| Management And General | $295,115 | ManagementAndGeneralAmt |
| Fundraising | $71,820 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,401 | TotalAmt |
| Program Services | $208,362 | ProgramServicesAmt |
| Management And General | $1,039 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,172 | TotalAmt |
| Program Services | $677,319 | ProgramServicesAmt |
| Management And General | $155,904 | ManagementAndGeneralAmt |
| Fundraising | $46,949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,709 | TotalAmt |
| Program Services | $67,348 | ProgramServicesAmt |
| Management And General | $194,361 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,180 | TotalAmt |
| Program Services | $1,757,152 | ProgramServicesAmt |
| Management And General | $192,994 | ManagementAndGeneralAmt |
| Fundraising | $34 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,533 | TotalAmt |
| Program Services | $745,846 | ProgramServicesAmt |
| Management And General | $34,270 | ManagementAndGeneralAmt |
| Fundraising | $14,417 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,768 | TotalAmt |
| Program Services | $645,381 | ProgramServicesAmt |
| Management And General | $76,276 | ManagementAndGeneralAmt |
| Fundraising | $105,111 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,186 | TotalAmt |
| Program Services | $671,186 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184,951 | TotalAmt |
| Program Services | $3,184,951 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,620 | TotalAmt |
| Program Services | $326,620 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING SERVICES | $1,739,469 | $1,739,469 | ||
| STUDENT PROGRAMMING | $1,738,477 | $1,742,419 | -$3,942 | |
| PERFORMING ARTS | $915,090 | $915,090 | ||
| DUES & MEMBERSHIPS | $116,196 | $70,518 | $39,984 | $5,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,239 | TotalAmt |
| Program Services | $190,868 | ProgramServicesAmt |
| Management And General | $128,884 | ManagementAndGeneralAmt |
| Fundraising | $487 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,688,931 | TotalAmt |
| Program Services | $49,123,028 | ProgramServicesAmt |
| Management And General | $3,483,435 | ManagementAndGeneralAmt |
| Fundraising | $1,082,468 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,794,892 | BOYAmt |
| EOY | $5,383,881 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,192,837 | BOYAmt |
| EOY | $2,161,134 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,971 | BOYAmt |
| EOY | $949,319 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,188 | BOYAmt |
| EOY | $878,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,804,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,413,098 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,615,139 | BOYAmt |
| EOY | $67,391,672 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,317,125 | BOYAmt |
| EOY | $42,778,648 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,221,044 | BOYAmt |
| EOY | $33,505,113 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,506 | BOYAmt |
| EOY | $3,395,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,338,702 | BOYAmt |
| EOY | $156,444,183 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,153,324 | BOYAmt |
| EOY | $7,425,231 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,297 | BOYAmt |
| EOY | $1,358,335 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,130,000 | BOYAmt |
| EOY | $13,745,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,000 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,812,195 | BOYAmt |
| EOY | $6,937,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,566,816 | BOYAmt |
| EOY | $31,966,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,304,138 | BOYAmt |
| EOY | $48,989,341 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,720,155 | BOYAmt |
| EOY | $23,902,540 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,747,593 | BOYAmt |
| EOY | $51,586,126 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,771,886 | BOYAmt |
| EOY | $124,478,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,338,702 | BOYAmt |
| EOY | $156,444,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,458,405 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,543,826 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$379,300 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,498,400 | BeginningYearBalanceAmt |
| Contributions | $842,506 | ContributionsAmt |
| Investment Earnings Or Losses | $11,968,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,047,266 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,296,785 | OtherExpendituresAmt |
| Administrative Expenses | $128,407 | AdministrativeExpensesAmt |
| End Year Balance | $72,837,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,464,700 | BeginningYearBalanceAmt |
| Contributions | $866,771 | ContributionsAmt |
| Investment Earnings Or Losses | $4,824,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $936,126 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,603,344 | OtherExpendituresAmt |
| Administrative Expenses | $118,575 | AdministrativeExpensesAmt |
| End Year Balance | $64,498,400 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,853,306 | BeginningYearBalanceAmt |
| Contributions | $824,595 | ContributionsAmt |
| Investment Earnings Or Losses | $1,051,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,025,146 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,382,990 | OtherExpendituresAmt |
| Administrative Expenses | -$143,359 | AdministrativeExpensesAmt |
| End Year Balance | $62,464,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,605,068 | BeginningYearBalanceAmt |
| Contributions | $740,109 | ContributionsAmt |
| Investment Earnings Or Losses | $11,292,439 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,474,618 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,128,960 | OtherExpendituresAmt |
| Administrative Expenses | $180,732 | AdministrativeExpensesAmt |
| End Year Balance | $64,853,306 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,257,924 | BeginningYearBalanceAmt |
| Contributions | $1,690,149 | ContributionsAmt |
| Investment Earnings Or Losses | $28,479,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $265,055 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,391,840 | OtherExpendituresAmt |
| Administrative Expenses | $165,493 | AdministrativeExpensesAmt |
| End Year Balance | $60,605,068 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24980 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,727 | OtherCostOrOtherBasisAmt |
| Book Value | $116,727 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,912,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,367,727 | DepreciationAmt |
| Book Value | $62,544,521 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,535,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,635,501 | DepreciationAmt |
| Book Value | $3,899,696 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,240,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,409,870 | DepreciationAmt |
| Book Value | $830,728 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,391,672 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $1,138,873 | F |
| REAL ESTATE | $25,006,638 | F |
| INVESTMENT IN CONSOLIDATED ENTITY - COLLEGEHILL INVESTMENTS | -$37,708 | C |
| RESTRICTED INVESTMENTS HELD BY BOND TRUSTEE | $1,241,461 | F |
| INTEREST IN INVESTMENTS HELD BY OTHER | $4,060,888 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $1,322,008 | F |
| OTHER | $772,953 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,505,113 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $365,013 |
| ASSET RETIREMENT OBLIGATION | $872,061 |
| PV OF ANNUITIES PAYABLE | $2,367,322 |
| REFUNDABLE LOAN PROGRAM | $3,333,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,937,610 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,120,944 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,543,826 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $158,682 | OtherRevenueAmt |
| Revenue Not Reported | $8,702,508 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,418,436 | RevenueSubtotalAmt |
| Other Revenues Not Included | $20,812,090 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,812,090 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,230,526 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,071,460 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $250,491 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $250,491 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,820,969 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $20,867,962 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,867,962 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,688,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE OPERATIONS OF VARIOUS ACADEMIC PROGRAMS, PROVIDE SCHOLARSHIPS, SUPPORT AUXILIARY PROGRAMS, TO MAINTAIN CAMPUS FACILITIES, AND TO SUPPORT THE GENERAL OPERATIONS OF THE COLLEGE. |
| PART X, LINE 2: | WILLIAM JEWELL COLLEGE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, WILLIAM JEWELL COLLEGE IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS TAXABLE INCOME, WHICH INCLUDES COLLEGE HILL INVESTMENTS, INC. THE COLLEGE IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COLLEGE MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE COLLEGE FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME (UBI) IS REPORTED ON FORM 990-T AS APPROPRIATE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS TAX EXEMPT STATUS OF EACH ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBI. AS OF JUNE 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. FORMS 990 AND 990-T FILED BY THE COLLEGE ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDED JUNE 30, 2010 AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF CONSOLIDATED ENTITY - COLLEGEHILL INVESTMENTS 158,682. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE -55,872. COLLEGE AND FEDERAL FUNDED AID 20,867,962. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF CONSOLIDATED ENTITY - COLLEGEHILL INVESTMENTS 194,619. FUNDRAISING EVENT EXPENSE 55,872. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COLLEGE AND FEDERAL FUNDED AID 20,867,962. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE'S NON-DISCRIMINATORY POLICY IS PROMINENT IN THE COURSE CATALOG, THE PRIMARY MARKETING BROCHURE THAT IS SENT TO PROSPECTIVE STUDENTS, THE COLLEGE'S WEBSITE AND THE COLLEGE'S APPLICATION FOR ADMISSION. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL SUPPORT FROM THE FEDERAL GOVERNMENT IN A VARIETY OF WAYS, INCLUDING FINANCIAL AID TO STUDENTS IN REVOLVING LOAN FUNDS AND GRANT SUPPORT FOR TEACHING AND RESEARCH PROJECTS. INFORMATION WITH REGARD TO THESE PROGRAMS IS REPORTED TO THE FUNDING AGENCY AS REQUESTED AND IS COVERED UNDER THE SCOPE OF THE SINGLE AUDIT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $276,465 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $1,130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,406,465 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,406,465 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $165,994 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $146,784 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,210 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $39,089 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $40,099 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,265 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,834 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $16,783 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $206,093 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $163,049 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,044 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,872 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,872 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,828 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 992 | RecipientCnt |
| Cash Grant | $20,867,962 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOLARSHIPS/FINANCIAL AID AWARDED TO STUDENTS IS APPLIED AGAINST THEIR TUITION ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR DAVID SALLEE | ||||||||||||||
| CEO | $221,628 | $0 | $50,000 | $0 | $118,789 | $0 | $28,920 | $0 | $13,201 | $0 | $432,538 | $0 | $113,588 | $0 |
| BRIAN CLEMONS | ||||||||||||||
| CFO | $140,594 | $0 | $0 | $0 | $172 | $0 | $7,343 | $0 | $17,937 | $0 | $166,046 | $0 | $0 | $0 |
| DR ANNE DEMA | ||||||||||||||
| PROVOST | $148,247 | $0 | $0 | $0 | $180 | $0 | $7,666 | $0 | $16,740 | $0 | $172,833 | $0 | $0 | $0 |
| CLARK MORRIS | ||||||||||||||
| VP ADVANCEMENT | $135,546 | $0 | $0 | $0 | $2,863 | $0 | $7,140 | $0 | $18,915 | $0 | $164,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE DAVID L SALLEE, PRESIDENT OF WILLIAM JEWELL COLLEGE, IS REQUIRED TO LIVE IN THE PRESIDENT'S HOUSE ON CAMPUS. THE COST TO THE COLLEGE OF PROVIDING AND MAINTAINING THE HOUSE IS NOT INCLUDED IN HIS W-2 BECAUSE IT QUALIFIES AS AN EXCLUDABLE BENEFIT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THE COLLEGE PAYS THE CLUB DUES FOR THE PRESIDENT, DAVID L SALLEE, TO USE FOR BUSINESS MEETINGS WITH DONORS. THE AMOUNT OF THE CLUB DUES IS NOT INCLUDED ON HIS W-2 BECAUSE THE CLUB USE IS STRICTLY FOR BUSINESS PURPOSES. PERSONAL SERVICES THE COLLEGE PAYS FOR A HOUSEKEEPER AT THE HOUSE WHERE THE PRESIDENT RESIDES. |
| PART I, LINE 4B | OTHER COMPENSATION FOR DR. DAVID SALLEE INCLUDES THE FINAL DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $113,588. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 431178966 | BondIssuerEIN |
| CUSIP | 606901W77 | CUSIPNum |
| Bond Issued | 2005-09-22 | BondIssuedDt |
| Issue Price | $17,880,000 | IssuePriceAmt |
| Purpose | IMPROVEMENTS, REF SERIES 1996 (ISS 12/03/96), REF SERIES 1999 (ISS 12/8/99) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,135,000 | RetiredAmt |
| Total Proceeds | $20,522,341 | TotalProceedsAmt |
| In Reserve Fund | $1,241,461 | InReserveFundAmt |
| Capitalized Interest | $302 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $346,872 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $310,343 | CreditEnhancementAmt |
| Working Capital Expenditures | $301,566 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $5,026,041 | CapitalExpendituresAmt |
| Other Spent Proceeds | $13,296,993 | OtherSpentProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 30.000000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | Yes (1) | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISS DATE THE REBATE COMPUTATION WAS PERFORMED: 09/01/2010 | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $321,667 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOCCER TICKET | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M IS REPORTED USING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS OF THE BOARD OF TRUSTEES OF WILLIAM JEWELL COLLEGE WERE AMENDED AND RESTATED ON MAY 16, 2014 INCORPORATING THE FOLLOWING CHANGES: - DELETED ARTICLE II, SECTION 8 PROHIBITING A TRUSTEE FROM SIMULTANEOUSLY SERVING AS AN EMPLOYEE OF THE COLLEGE. - MODIFIED ARTICLE IV TO STATE THAT TERMS OF BOARD CHAIR, VICE CHAIR AND SECRETARY SHALL BE THREE YEARS OR UNTIL A SUCCESSOR SHALL BE DULY ELECTED. - MODIFIED ARTICLE VIII, SECTIONS 7-12 TO STATE THAT ACADEMIC AFFAIRS AND STUDENT LIFE COMMITTEE, FINANCE COMMITTEE, COMMITTEE ON TRUSTEES, INVESTMENT COMMITTEE, AUDIT COMMITTEE AND DEVELOPMENT COMMITTEE SHALL BE COMPOSED OF NO FEWER THAN FOUR TRUSTEES, RATHER THAN NO FEWER THAN FIVE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN INDEPENDENT ACCOUNTING FIRM COMPILES AND REVIEWS THE FORM 990. THE DRAFT FORM 990 IS REVIEWED BY THE COLLEGE'S FINANCIAL OFFICER, ACCOUNTING PERSONNEL, AND CERTAIN MEMBERS OF THE PRESIDENT'S CABINET AND QUESTIONS ARE INVESTIGATED AND RESOLVED. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH A REPRESENTATIVE OF THE INDEPENDENT ACCOUNTING FIRM. A DRAFT FORM 990, NORMALLY IN ELECTRONIC FORM, IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND CERTAIN MEMBERS OF THE PRESIDENT'S CABINET FOR THEIR REVIEW PRIOR TO THE FIRST FULL BOARD MEETING OF THE CALENDAR YEAR OR AT A SPECIAL MEETING OF THE BOARD CALLED THEREAFTER. THE AUDIT COMMITTEE RECOMMENDS THE FORM 990 TO THE FULL BOARD FOR APPROVAL. FURTHER, IF ANY CHANGES ARE MADE TO THE DRAFT FORM 990 AFTER BOARD REVIEW, A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLLEGE HAS A PUBLISHED CONFLICT OF INTEREST POLICY THAT STATES IN PART: BY DEFINITION, A CONFLICT OF INTEREST OCCURS WHERE AN INDIVIDUAL'S OBLIGATION TO FURTHER THE COLLEGE'S CHARITABLE PURPOSE IS AT ODDS WITH HIS/HER OWN FINANCIAL INTERESTS. SUCH A CONFLICT OF INTEREST EXISTS IF AN EMPLOYEE OR MEMBER OF THE BOARD OF TRUSTEES HAS AN EXTERNAL FINANCIAL INTEREST OR FIDUCIARY OR OTHER LEGAL OBLIGATION THAT REASONABLY COULD BE SEEN AS CREATING AN INCENTIVE FOR THE INDIVIDUAL TO MODIFY THE CONDUCT OF HIS/HER COLLEGE ACTIVITIES OR TO INFLUENCE THE CONDUCT OF OTHERS. SERVING PRIVATE INTERESTS MORE THAN INSUBSTANTIALLY IS INCONSISTENT WITH ACCOMPLISHING THE COLLEGE'S CHARITABLE PURPOSES. EMPLOYEES AND MEMBERS OF THE BOARD OF TRUSTEES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND/OR THREATEN THE COLLEGE'S TAX-EXEMPT PURPOSE. A CONFLICT OF INTEREST POLICY IS INTENDED TO HELP ENSURE THAT WHEN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARISE THE COLLEGE HAS A PROCESS IN PLACE TO COLLECT ADEQUATE DISCLOSURES TO ADVISE THE GOVERNING BODY ABOUT ALL THE RELEVANT FACTS CONCERNING THE SITUATION. A CONFLICT OF INTEREST POLICY IS ALSO INTENDED TO ESTABLISHED PROCEDURES UNDER WHICH MEMBERS OF THE BOARD OF TRUSTEES THAT HAVE A CONFLICT OF INTEREST WILL BE EXCUSED FROM VOTING ON SUCH MATTERS. ALL MEMBERS OF THE BOARD OF TRUSTEES, THE PRESIDENT OF THE COLLEGE AND MEMBERS OF THE PRESIDENT'S CABINET ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL COMPLIANCE QUESTIONNAIRE AS A CONDITION OF CONTINUAL BOARD MEMBERSHIP AND/OR EMPLOYMENT AND AS REQUIRED BY THE COLLEGE'S ANNUAL TAX RETURN, FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOLLOWING PROCESS IS FOLLOWED TO SATISFY A "REBUTTABLE PRESUMPTION TEST" WHEN ESTABLISHING COMPENSATION AND BENEFITS FOR THE COLLEGE'S PRESIDENT AS DEFINED BY THE INTERNAL REVENUE SERVICE: - THE PRESIDENT'S COMPENSATION AND BENEFITS WILL BE REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR A DULY APPOINTED COMPENSATION COMMITTEE THEREOF, PROVIDED THAT ANY PERSON(S) WITH CONFLICTS OF INTEREST ARE NOT INVOLVED IN THIS REVIEW OR APPROVAL; - COMPENSATION AND BENEFITS ARE REVIEWED AND APPROVED USING DATA AND SURVEYS FOR PRESIDENTS AT SIMILARLY SITUATED PRIVATE COLLEGES AND UNIVERSITIES; - COMPENSATION PLANS WILL SUPPORT THE COLLEGE'S MISSION, STRATEGY, AND VALUES; - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING IS MAINTAINED WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE PRESIDENT'S COMPENSATION AND BENEFITS ARRANGEMENTS. ANY QUESTIONS ON EXECUTIVE COMPENSATION ARE DIRECTED TO THE CHAIR OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE ADJUSTMENT TO ANNUITY OBLIGATION 59,386. CURRENT YEAR NET LOSS OF CONSOLIDATED ENTITY -35,937. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFITS -402,749. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS. THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS INCLUDE INDIVIDUALS PROVIDING SUPPORT FOR ALUMNI ORGANIZATIONS, ATHLETICS EVENTS AND OTHER STUDENT ACTIVITIES AND BOARD MEMBERS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGEHILL INVESTMENTS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE HILL | AddressLine1 |
| City | LIBERTY | City |
| State | MO | State |
| ZIP Code | 64068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431427371 | EIN |
| Primary Activities | GOLF COURSE/CONDO SALES | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM JEWELL COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$35,937 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $188,146 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE HILL INVESTMENTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | -$87,680 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |