2014-12-18T09:16:01-07:00 2014-05-31 990 2013-06-01 620475691 MARYVILLE COLLEGE MARY 8659818139 502 E Lamar Alexander Parkway Maryville TN 37804 Jeffery Ingle VP for Finance and Administration 8659818139 2014-12-18 2013 2015-11-30 17:44:51Z Jeff Ingle-VP for Finance and Admin 502 E Lamar Alexander Parkway Maryville TN 37804 53695016 0 X www.maryvillecollege.edu X 1819 TN Maryville College is an undergraduate, liberal arts, residential community of faith and learning serving students of all ages and backgrounds. We prepare students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice and dedicate a life of creativity and service to the peoples of the world. 33 32 813 184 357819 0 7537657 6214330 39846498 43782369 3294404 1791196 391252 515238 51069811 52303133 17875208 19665148 0 0 15003029 15525909 0 0 666186 12771415 13264999 45649652 48456056 5420159 3847077 138325700 145565869 42298054 41147479 96027646 104418390 Maryville College prepares students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice and dedicate a life of creativity and service to the peoples of the world. 0 0 36244024 19665148 43424550 Higher Education: Maryville College is a four year liberal arts college affiliated with the Presbyterian Church. The institution provides four year degree granting programs. There are 1168 total undergraduates with approximately 72% living on campus. 1476466 0 357819 The Clayton Center for the Arts is a two building complex and plaza located on a part of the Maryville College campus. The buildings are owned by the Industrial Development Board of Blount County and are leased to the City of Maryville and the City of Alcoa. The cities in turn have an operating agreement with the College to manage and operate the facility. The Center is a place to present outstanding artists, produce worthy art, develop both local artists and their audiences and provide space for the presentation of artistic and cultural events by outside entities. 0 0 0 n/a 0 0 0 37720490 1 1 0 0 0 0 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 193 0 1 813 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 1 1 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Julie Ramsey 8659818246 502 E Lamar Alexander Parkway Maryville TN 37804 Mr Joseph M Dawson Board Member 2 0 X 0 0 0 Ms Jenny Lind Erwin Board Member 2 0 X 0 0 0 Mr William E Harmon Board Member 2 0 X 0 0 0 Mr G Donald Hickman Board Member 2 0 X 0 0 0 Ms Diane HumphreysBarlow Board Member 2 0 X 0 0 0 Mr Mark S Ingram Board Member 2 0 X 0 0 0 Mr J William Johnson Board Member 2 0 X 0 0 0 Mr Rufus B King Board Member 2 0 X 0 0 0 Mr Ronald Y Koo Board Member 2 0 X 0 0 0 Mr Wayne R Kramer Board Member 2 0 X 0 0 0 Ms Sherri P Lee Board Member 2 0 X 0 0 0 Mr Adriel McCord Board Member 2 0 X 0 0 0 Dr Charles W Mercer Board Member 2 0 X 0 0 0 Dr J Robert Merriman Board Member 2 0 X 0 0 0 Ms Virginia K Morrow Board Member 2 0 X 0 0 0 Mr Alvin Nance Board Member 2 0 X 0 0 0 Mr J Douglas Overbey Board Member 2 0 X 0 0 0 Dr Timothy A Poole Board Member 2 0 X 0 0 0 Rev William Judson Shaw Board Member 2 0 X 0 0 0 Dr T Bryson Struse III Board Member 2 0 X 0 0 0 Ms Kristine R Tallent Board Member 2 0 X 0 0 0 Dr Taylor C Weatherbee Board Member 2 0 X 0 0 0 Mr Jeffrey K Willis Board Member 2 0 X 0 0 0 Ms Debra Wilson Board Member 2 0 X 0 0 0 Rev Sharon K Youngs Board Member 2 0 X 0 0 0 Ms Elizabeth A Bulette Board Member 2 0 X 0 0 0 Mr Hulet M Chaney Board Member 2 0 X 0 0 0 Dr Bryant L Cureton Board Member 2 0 X 0 0 0 Mr C Michael Davis Jr Board Member 2 0 X 0 0 0 Ms Cheryl S Massingale Board Member 2 0 X 0 0 0 Ms Judith M Penry Board Member 2 0 X 0 0 0 Ms Ann L Rigell Board Member 2 0 X 0 0 0 Dr William T Bogart President 40 0 X X 259902 0 21595 Mr Dana Smith Treasurer 40 0 X 121972 0 11649 Mrs Alta Kemp Vice President 40 0 X 100941 0 10655 Dr Barbara A Wells Vice President 40 0 X 140737 0 12649 Dr Dolphus E Henry Vice President 40 0 X 116601 0 11399 Dr Gerald W Gibson President Retired 0 0 X 43025 0 0 Melinda S Booker Vice President 40 0 X 40776 0 3804 Blake Smith General Manager - Clayton Center for the Arts 40 0 X 43119 0 4472 867073 0 76223 5 1 1 0 Joseph Construction 203 Letterman Road Knoxville TN 37919 General Contractor 3621497 Aramark Services Inc c/o Maryville College 502 E Lamar Alexander Parkway Maryville TN 37804 Food Services 2139319 Dixie Roofing 672 Fox Den Lane LaFollette TN 37766 Roofing 201254 Lawler Wood LLC 900 S Gay Street Knoxville TN 37902 Project Management 190064 NRCCUA PO Box 1616 3651 NE Ralph Powell Rd Lee Summit MO 64063 Consulting 148808 8 0 0 0 0 298492 5915838 123957 6214330 Tuition and instruction 611310 34527845 34527845 0 0 Residence halls and student meals 611710 8841826 0 0 8841826 Clayton Center for the Arts 711310 412698 62490 350208 0 0 0 0 0 43782369 1583756 0 0 1583756 0 0 0 0 0 0 0 0 145512 0 0 0 145512 0 145512 0 0 145512 1590736 0 1133054 250242 457682 -250242 207440 207440 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16198 8587 7611 0 7611 0 Campus vending and other 900099 362115 362115 0 0 0 0 0 0 362115 52303133 35159890 357819 10571094 0 0 19665148 19665148 0 0 0 0 824047 401397 381874 40776 0 0 0 0 11438996 9095945 2013206 329845 395156 283227 102037 9892 2026133 1452224 523187 50722 841577 603198 217311 21068 0 0 0 0 134913 0 36205 98708 93776 0 93776 0 0 0 0 0 0 0 0 0 0 0 820601 663509 157092 0 173167 119239 53928 0 502015 369253 89471 43291 274621 0 274621 0 0 0 0 0 2339228 0 2339228 0 727281 695321 25886 6074 0 0 0 0 189807 105285 80070 4452 544431 0 544431 0 0 0 0 0 2087152 56574 2030578 0 75070 47714 27356 0 Repairs and maintenance 1338685 486929 848944 2812 Student meals 1722007 1722007 0 0 Supplies 867582 608793 230179 28610 Miscellaneous 1374663 1344727 0 29936 48456056 37720490 10069380 666186 1506059 3331275 120668 120680 4147297 5224749 1457196 1127214 0 0 0 0 2787186 2525092 31215 17884 4415533 5766185 94358753 38085753 53856451 56273000 0 0 0 0 63013238 68276600 0 0 6990857 2903190 138325700 145565869 2540481 3824264 0 0 91817 87913 34384158 33265404 0 0 0 0 1454642 529065 0 0 3826956 3440833 42298054 41147479 X 20249462 20349438 29363149 36444860 46415035 47624092 96027646 104418390 138325700 145565869 3847077 4543667 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 20193 0 0 X 0 62209176 964345 6856830 2507387 41317 100065 67381582 55388342 680440 8645789 2362230 41234 101931 62209176 59158012 969282 -2446780 1948142 244530 99500 55388342 50563650 471382 9724977 1418252 81748 101997 59158012 41805375 4917611 5491377 1043000 457000 150713 50563650 0.04 0.71 0.25 0 0 0 457104 457104 213373 74066984 27499520 46780837 0 7460884 638463 6822421 0 11120096 9378059 1742037 0 1040312 569711 470601 56273000 Private Equity 11432007 F US Equities 17767633 F International Equities 17313200 F Absolute Return 9303733 F Fixed Income 4999471 F Natural Resources 3069111 F REITS 1868489 F Other Investments 2522956 F 68276600 0 Due to the US Government 1747108 Annuities Payable 938905 Student and other deposits 754820 3440833 56846800 4543667 0 0 0 4543667 52303133 0 0 0 52303133 48456056 0 0 0 0 0 48456056 0 0 0 48456056 Schedule D, Part III, Line 4 The fine art collection is held for public exhibition and/or education. The Maryville College Clayton Center for the Arts has increased the desire and ability to share with the region, art work with educational value. The College's collection consists of two sculptures and one painting at this time. Schedule D, Part V, Line 4 The endowed funds of the College are used for student scholarships, buildings maintenance an various program support. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Maryville College posts an institutional disclaimer on its website among other places. It reads: Maryville does not discriminate on the basis of race, color, gender, ethnic or other national origin, religion, sexual orientation, age, disability or political beliefs in provisions of educational opportunities and benefits. Pursuant to the requirements of the Title IX of the Education Amendments of 1972, P.L. 92-318; and Section 504 of the Rehabilitation Act of 1973, P.L. 93-112, Maryville College does not discriminate on the basis of sex or disability in the education programs and activities which it operates. This policy extends to both employment by and admission to the College. Schedule E, Part I, Line 6 US Department of Education funds are received each year. Title IV funding, PELL, FSEOG, Stafford (subsidized and unsubsidized) Student loans and Parent PLUS loans. We participate in Federal Perkins Loan and Federal Work Study programs. Central America and the Caribbean 0 0 Program Services student study abroad program 65615 Europe (including Iceland and Greenland) 0 0 Program Services student study abroad program 64089 Sub-Saharan Africa 0 0 Program Services student study abroad program 48487 0 0 178191 0 0 0 0 0 0 1 Maryville College grants and awards 1075 17201839 0 Maryville College direct funded endowed scholarships and awards 34 69042 0 Maryville College indirect funded endowed scholarships 81 1633663 0 Bonner scholarships 55 226925 0 Maryville College faculty/staff dependents 24 608188 0 Maryville College tuition exchange 10 304100 0 Presidential scholarships 17 294000 0 MC Scots annual fund scholarships 13 158989 0 federal work study 42 86276 0 Bradford scholarships 16 60000 0 other local scholarships 4 3456 0 Schedule I, Part I, Line 2 The Financial Aid office maintains a database of all students, their eligibility for grant funds determined through FASFA and other analytic procedures, the amount awarded and accepted by each student and documentation of verifying data. The College also has an A-133 audit performed each year in addition to the financial statement audit. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Dr William T Bogart President 245716 0 0 0 14186 0 0 0 0 0 259902 0 0 0 Dr Gerald W Gibson President Retired 5405 0 0 0 0 0 37620 0 0 0 43025 0 0 0 Dr Barbara A Wells Vice President 140737 0 0 0 12649 0 0 0 0 0 153386 0 0 0 Schedule J, Part I, Line 1a The spouse of the President sometimes accompanies him to conferences and meetings during the year. The College pays for her travel expenses. The President receives an annual housing allowance of $25,000. He receives a vehicle for business and personal use. The annual lease value and the housing allowance are added to his taxable compensation. Schedule J, Part I, Line 3 The annual college-wide wage increase percentage is approved by the Finance Committee of the Board of Directors after discussion of local, regional, and national pay increases and other economic issues. These discussions are noted in the minutes of the Board meetings. The Executive Committee of the Board of Directors then obtains relevant information from the Human Resources department of the College to determine the President's annual increase. The President's increase is discussed and approved by the Executive Committee of the Board. The Board approved college-wide pay increases for the fiscal year ended May 31, 2014. A Health & Education Facilities Board of Blount County Tennessee Series 2009 621192419 2009-12-01 30000000 Revenue refunding bonds 0 0 0 B Heealth and Educational Facilities Board of Blount County Tennessee Series 2010 621192419 2010-03-12 6650000 Revenue refunding bonds 0 0 0 A 0 0 30000000 0 0 0 0 0 0 0 0 0 2009 1 0 1 1 B 0 0 6650000 0 0 0 0 0 0 0 0 0 2009 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 0 B 0 X horse 1 75000 professional appraisal X photography equipment 1 48957 professional appraisal 2 0 1 0 Form 990, Part VI, Section B, Line 11b Maryville College's Finance Committee reviews the annual Form 990 before it is filed. Committee members are encouraged to ask questions of the entries on the form. The form is not signed or submitted to the IRS until the members have had a chance to review it. Form 990, Part VI, Section B, Line 12c Board members are required to complete a conflict of interest form each year. When a possible conflict is noted the Administrative Assistant to the President informs the VP of Finance and the Business Office. A potential conflict of interest schedule is created. The schedule is referred to by the Business Office throughout the year. The College's purchasing policy prohibits transactions that may create a conflict of interest. All faculty and staff are reminded of the purchasing policy annually. All new employees are required to complete a conflict of interest form with the Human Resources department. Form 990, Part VI, Section B, Line 15 Annual wage increases are approved by the Finance Committee of the Board of Directors after discussion and review of analysis of local, regional and national wage increases and other economic issues. These meetings are documented by minutes. Salary increases for the President follow the same process with an additional step of having the Executive Committee of the Board finalizing any increase. College-wide pay increases were awarded to employees during the fiscal year ended May 31, 2014. Form 990, Part VI, Section C, Line 19 Maryville College makes its governing documents, conflict of interest policy and financial statements available to the public either on its website and/or upon request.