2015-02-10T08:37:00-06:00 2014-06-30 420714325 MCGLADREY LLP 221 THIRD AVENUE SE STE 300 CEDAR RAPIDS IA 524011512 990 2013-07-01 440545914 WILLIAM JEWELL COLLEGE WILL 8167817700 500 COLLEGE HILL LIBERTY MO 64068 DR DAVID L SALLEE PRESIDENT 8167817700 2015-02-03 1 KAY HEGARTY P00091057 3192985333 2013 2016-03-07 17:11:31Z DR DAVID L SALLEE 500 COLLEGE HILL LIBERTY MO 64068 69553469 0 X WWW.JEWELL.EDU X 1849 MO 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. 29 27 1017 530 -422 -422 8383227 7129702 38123260 40442933 1333555 2135506 2856358 2522385 50696400 52230526 19665312 20867962 0 0 16502172 16708969 0 0 1082468 15237121 16112000 51404605 53688931 -708205 -1458405 150338702 156444183 32566816 31966176 117771886 124478007 X 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. 0 0 34564490 20867962 31410347 PROVIDED INSTRUCTION AND ACADEMIC SUPPORT TO APPROXIMATELY 1060 STUDENTS: CLASSROOM INSTRUCTION, LIBRARY SERVICES, LECTURE SERVICES, ETC. 5793623 6962811 PROVIDED ROOM AND BOARD FOR APPROXIMATELY 850 STUDENTS 6904821 954470 PROVIDED STUDENT SERVICES AND PROGRAMMING: ATHLETICS AND INTRAMURAL SPORTS, STUDENT ACTIVITIES, HEALTH SERVICES, COUNSELING SERVICES, FINANCIAL SERVICES, ACADEMIC RECORDS 1677289 782208 HARRIMAN-JEWELL PERFORMING SERIES 137587 172600 PRYOR LEADERSHIP PROGRAM 45218 160497 OTHER COMMUNITY PROGRAMMING 1860094 1115305 49123028 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 141 0 1 1017 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 29 27 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AR AZ CA CO FL LA MD ME MI ND NH NY OH OR SC VA WA WI X BRIAN CLEMONS 8164157802 500 COLLEGE HILL LIBERTY MO 64068 BARBARA F ATKINSON TRUSTEE 1.00 X 0 0 0 GARY D BARNES TRUSTEE 1.00 X 0 0 0 ROBERT A BERNSTEIN TRUSTEE 1.00 X 0 0 0 DAVID D BURHANS TRUSTEE 1.00 X 0 0 0 M SUSAN CHAMBERS TRUSTEE 1.00 X 0 0 0 JANE CHU TRUSTEE 1.00 X 0 0 0 WILLIAM M CROUCH TRUSTEE 1.00 X 0 0 0 EDWARD D DOUGLAS TRUSTEE 1.00 X 0 0 0 WILLIAM E DREYER TRUSTEE 1.00 X 0 0 0 PATRICIA GARNEY TRUSTEE 1.00 X 0 0 0 WILLIAM C GAUTREAUX TRUSTEE 1.00 X 0 0 0 ROBERT B GENGELBACH TRUSTEE 1.00 X 0 0 0 JOHN R GILL VICE CHAIR 1.00 X X 0 0 0 EILEEN L HOUSTON-STEWART TRUSTEE 1.00 X 12500 0 0 ROBERT K KIRKLAND TRUSTEE 1.00 X 20860 0 0 BURNELL LANDERS TRUSTEE 1.00 X 0 0 0 OLLIE MALONE JR TRUSTEE 1.00 X 0 0 0 KAREN R MATHES BOARD SECRETARY 1.00 X X 0 0 0 JAMES K PIERCE TRUSTEE 1.00 X 0 0 0 W EDWARD PLACE TRUSTEE 1.00 X 0 0 0 FRED H PRYOR TRUSTEE 1.00 X 0 0 0 LINDA J ROOS TRUSTEE 1.00 X 0 0 0 DOYLE M SAGER TRUSTEE 1.00 X 0 0 0 DIANNE C SHUMAKER TRUSTEE 1.00 X 0 0 0 DEBORAH M SMITH TRUSTEE 1.00 X 0 0 0 JOY L STEINCROSS TRUSTEE 1.00 X 0 0 0 THOMAS R WILLARD BOARD CHAIR 1.00 X X 0 0 0 RICHARD M WRIGHT JR TRUSTEE 1.00 X 0 0 0 CRAIG C ZAHND TRUSTEE 1.00 X 0 0 0 DR DAVID SALLEE CEO 40.00 X 390417 0 42121 BRIAN CLEMONS CFO 40.00 1.00 X 140766 0 25280 DR ANNE DEMA PROVOST 40.00 X 148427 0 24406 CLARK MORRIS VP ADVANCEMENT 40.00 X 138409 0 26055 GARY BRACKEN VP ADMISSIONS 40.00 X 111330 0 16353 KELLI SCHUTTE CHAIR OF BUS & LEADERSHIP 40.00 X 108046 0 24881 1070755 0 159096 6 0 1 0 J E DUNN 929 HOLMES KANSAS CITY MO 64106 CONSTRUCTION 7526865 FRESH IDEAS 1000 W NIFONG COLUMBIA MO 65203 DINING SERVICES 996026 SODEXO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 DINING SERVICES 870501 ELLUCIAN INC 4375 FAIR LAKES COURT FAIRFAX VA 23228 SOFTWARE LICENSE & MAINTENANCE 269124 NOEL-LEVITZ 2350 OAKDALE BLVD CORALVILLE IA 52241 CONSULTING-STUDENT RECRUITMENT 215425 7 163049 2538243 4428410 321667 7129702 TUITION & FEES 611600 31410351 31410351 RESIDENCE HALL 611710 4215949 4215949 DINING SERVICES 611710 2746862 2746862 STUDENT SERVICES 611710 1042969 1042969 FINE ARTS 611710 772637 772637 254165 254165 40442933 899596 899596 1475675 1475675 174659 0 174659 174659 174659 18502981 17267071 1235910 1235910 1235910 43044 163049 55872 -12828 -12828 OTHER REVENUE 900099 885301 885301 PARTNERSHIP INCOME 900099 -422 -422 884879 52230526 40442933 -422 4658313 20867962 20867962 1161772 398725 598583 164464 12070199 10605745 969989 494465 507954 405333 80551 22070 1993070 1473126 410717 109227 975974 833556 94688 47730 136014 136014 78008 78008 1962987 1596052 295115 71820 209401 208362 1039 880172 677319 155904 46949 261709 67348 194361 1950180 1757152 192994 34 794533 745846 34270 14417 826768 645381 76276 105111 671186 671186 3184951 3184951 326620 326620 DINING SERVICES 1739469 1739469 STUDENT PROGRAMMING 1738477 1742419 -3942 PERFORMING ARTS 915090 915090 DUES & MEMBERSHIPS 116196 70518 39984 5694 320239 190868 128884 487 53688931 49123028 3483435 1082468 6794892 5383881 3192837 2161134 951971 949319 849188 878904 121804770 54413098 66615139 67391672 38317125 42778648 30221044 33505113 3396506 3395512 150338702 156444183 8153324 7425231 971297 1358335 14130000 13745000 2500000 2500000 6812195 6937610 32566816 31966176 X 47304138 48989341 19720155 23902540 50747593 51586126 117771886 124478007 150338702 156444183 X -1458405 8543826 -379300 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64498400 842506 11968873 1047266 3296785 128407 72837321 62464700 866771 4824974 936126 2603344 118575 64498400 64853306 824595 1051576 1025146 3382990 -143359 62464700 60605068 740109 11292439 1474618 6128960 180732 64853306 35257924 1690149 28479383 265055 4391840 165493 60605068 0.04210 0.70810 0.24980 1 0 116727 116727 104912248 42367727 62544521 14535197 10635501 3899696 2240598 1409870 830728 67391672 PRIVATE EQUITY 1138873 F REAL ESTATE 25006638 F INVESTMENT IN CONSOLIDATED ENTITY - COLLEGEHILL INVESTMENTS -37708 C RESTRICTED INVESTMENTS HELD BY BOND TRUSTEE 1241461 F INTEREST IN INVESTMENTS HELD BY OTHER 4060888 F BENEFICIAL INTEREST IN PERPETUAL TRUST 1322008 F OTHER 772953 F 33505113 DEPOSITS 365013 ASSET RETIREMENT OBLIGATION 872061 PV OF ANNUITIES PAYABLE 2367322 REFUNDABLE LOAN PROGRAM 3333214 6937610 X 40120944 8543826 158682 8702508 31418436 20812090 20812090 52230526 33071460 250491 250491 32820969 20867962 20867962 53688931 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. 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 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. EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS 276465 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1130000 0 0 0 0 0 0 1406465 0 1406465 0 0 0 0 0 0 GALA 165994 146784 19210 39089 GOLF TOURNAMENT 40099 16265 23834 16783 206093 163049 43044 55872 55872 -12828 1 SCHOLARSHIPS 992 20867962 PART I, LINE 2: THE SCHOLARSHIPS/FINANCIAL AID AWARDED TO STUDENTS IS APPLIED AGAINST THEIR TUITION ACCOUNTS. X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DR DAVID SALLEE CEO 221628 0 50000 0 118789 0 28920 0 13201 0 432538 0 113588 0 BRIAN CLEMONS CFO 140594 0 0 0 172 0 7343 0 17937 0 166046 0 0 0 DR ANNE DEMA PROVOST 148247 0 0 0 180 0 7666 0 16740 0 172833 0 0 0 CLARK MORRIS VP ADVANCEMENT 135546 0 0 0 2863 0 7140 0 18915 0 164464 0 0 0 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. A HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 606901W77 2005-09-22 17880000 IMPROVEMENTS, REF SERIES 1996 (ISS 12/03/96), REF SERIES 1999 (ISS 12/8/99) 0 0 0 A 4135000 20522341 1241461 302 346872 310343 301566 5026041 13296993 2006 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 1 MBIA 30.000000000000 1 1 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISS DATE THE REBATE COMPUTATION WAS PERFORMED: 09/01/2010 X 1 0 N/A X 26 321667 AVG HIGH/LOW PRICE X 2 0 N/A X SOCCER TICKET 1 0 N/A 0 0 1 0 PART I, COLUMN (B): SCHEDULE M IS REPORTED USING THE NUMBER OF CONTRIBUTORS. 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. COLLEGEHILL INVESTMENTS INC 500 COLLEGE HILL LIBERTY MO 64068 431427371 GOLF COURSE/CONDO SALES MO WILLIAM JEWELL COLLEGE C -35937 188146 1.00000 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 COLLEGE HILL INVESTMENTS D -87680 CASH