2012-03-27T11:14:41-05:00 2011-06-30 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2010-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN 6602486203 2012-03-08 1 STEPHEN C SMITH 5734426171 2010 2016-02-24 21:20:13Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 45962335 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY PREPARES STUDENTS TO MAKE A DIFFERENCE IN THE WORLD BY EMPHASIZING ACADEMIC AND PROFESSIONAL EXCELLENCE, ETHICAL LEADERSHIP AND SOCIAL RESPONSIBILITY. 34 33 931 90 109333 -3799 4485832 3366819 28930758 33846672 839371 1110967 258034 280526 34513995 38604984 10116451 11872842 0 0 13140897 14183496 0 0 779799 8305782 8413558 31563130 34469896 2950865 4135088 65899052 74775931 11261387 10990722 54637665 63785209 X INSTITUTE OF HIGHER EDUCATION 0 0 11872842 11872842 SCHOLARSHIP PROGRAMS STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 1046479 267788 EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 10321751 29200931 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 1400 STUDENTS 3735080 4549146 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS 3851591 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 7586671 4549146 30827743 1 1 0 1 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 63 0 1 931 1 1 1 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JULEE SHERMAN 6602486203 411 CENTRAL SQUARE FAYETTE MO 65248 BRUCE J ADDISON 1.00 X 0 0 0 FRED ALEXANDER 1.00 X 0 0 0 DON V ALLEMANN 1.00 X 0 0 0 ROBERT F ANDERSON 1.00 X 0 0 0 DAVID P ATKINS 1.00 X 0 0 0 RICHARD D BAILEY 1.00 X 0 0 0 VIRGINIA W BERGSTEN 1.00 X 0 0 0 ROBERT E COURTNEY 1.00 X 0 0 0 GLENN A COX 1.00 X X 0 0 0 RICHARD M DAILEY 1.00 X 0 0 0 NANCY ELLIS 1.00 X 0 0 0 NINA FURSTENAU 1.00 X 0 0 0 KEITH A GARY 1.00 X 0 0 0 TERRY L HENDERSON 1.00 X 0 0 0 JEFFREY HOGENMILLER 1.00 X 0 0 0 JOHN D HUTCHERSON 1.00 X 0 0 0 DICK E HUTCHISON 1.00 X 0 0 0 TIMOTHY JACKMAN 1.00 X 0 0 0 JANET L JACOBS 1.00 X 0 0 0 DAVID W KERR 1.00 X 0 0 0 PAUL KING 1.00 X 0 0 0 BROCK LUTZ 1.00 X 0 0 0 JAMES D MARCHBANK 1.00 X 0 0 0 W KIRK MEYER 1.00 X 0 0 0 NANCY W PEACOCK 1.00 X X 0 0 0 ROBERT T PERRY 1.00 X X 0 0 0 DONNA T PUYEAR 1.00 X 0 0 0 JUSY RETHWISCH 1.00 X 0 0 0 ROBERT C SCHNASE 1.00 X 0 0 0 LOUANN SHANER 1.00 X 0 0 0 SONDRA SPALDING 1.00 X 0 0 0 JB WAGGONNER 1.00 X 0 0 0 KEITH W YOUNG 1.00 X 0 0 0 MARIANNE E INMAN 40.00 X X 201155 0 26885 JULEE SHERMAN 40.00 X 86252 0 12418 RITA GULSTAD 40.00 X 102138 0 13675 389545 0 52978 2 0 1 0 FRESH IDEAS LLC 1000 WEST NIFONG 220 COLUMBIA MO 65203 FOOD SERVICE 1171019 COIL CONTSTRUCTION INC 209 EAST BROADWAY COLUMBIA MO 65203 GENERAL CONTRACTOR 485336 PGAV 1900 WEST 47TH 100 WESTWOOD KS 66205 ARCHITECT 239501 JENZABAR PO BOX 845939 BOSTON MA 02284 TECHNOLOGY SUPPORT 161859 CELLI FLYNN BRENNAN 606 LIBERTY AVE PITTSBURGH PA 15222 ARCHITECT 112346 5 479113 2887706 455730 3366819 TUITION AND FEES 900099 29200931 29200931 AUXILIARY ENTERPRISES 900099 4115417 4115417 BOOKSTORE 451211 530324 420991 109333 33846672 1070545 1070545 12739 12739 12739 12739 7397773 7357351 40422 40422 40422 MISCELLANEOUS 900099 267787 267787 267787 38604984 34017865 109333 1110967 11872842 11872842 341239 57524 190116 93599 10739160 8877078 1527322 334760 444085 349689 74446 19950 1865670 1262243 533794 69633 793342 653903 108278 31161 278 278 56726 56726 75353 20165 32519 22669 246571 134228 54571 57772 1472441 951376 438473 82592 919350 9975 909375 412258 262707 128289 21262 10155 4515 3407 2233 363170 348590 14580 1188743 1010432 178311 181783 181783 MISCELLANEOUS EXPNESES 1388988 1225070 140672 23246 BOARD 1015055 1015055 REPAIRS AND MAINTENANCE 608589 32862 575041 686 BOOKSTORE 316382 316382 BAD DEBTS 125000 125000 32716 2423107 -2410627 20236 34469896 30827743 2862354 779799 9538957 14144201 2948653 2935742 1056742 1027740 224269 248002 48410320 24003872 24488531 24406448 24217874 28162687 2585862 2997642 838164 853469 65899052 74775931 1673057 1735251 307353 355082 6775000 6590000 1501780 1384660 1004197 925729 11261387 10990722 X 23258710 27279788 7906907 12860699 23472048 23644722 54637665 63785209 65899052 74775931 X 4135088 5012456 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 2805 0 0 0 2805 0 X X 0 26541195 116624 5597314 1362200 27800 30865133 24746944 277702 2896549 1352400 27600 26541195 27154835 3230061 -4123952 1483720 30280 24746944 0.00390 0.74610 0.25000 1 0 105368 631956 737324 42185976 19609140 22576836 5009033 4394732 614301 477987 477987 24406448 ANNUITIES PAYABLE 266479 FIN 47 196092 ACCRUED INTEREST PAYABLE 133403 GOVERNMENT ADVANCES 329755 925729 38604984 34469896 4135088 4706973 305483 5012456 9147544 31744598 4706973 -11567359 -6860386 38604984 0 38604984 22597054 0 22597054 11872842 11872842 34469896 PART III, LINE 1A: THE ASHBY HODGE GALLERY OF AMERICAN ART MAINTAINS A COLLECTION OF OIL PAINTINGS, LITHOGRAPHS, DRAWINGS AND ACRYLICS, MAINLY REPRESENTING THE WORK OF AMERICAN REGIONALIST ARTISTS. SPECIAL EXHIBITS ARE SCHEDULED THROUGHOUT THE YEAR. ADJOINING THE GALLERY IS A READING ROOM FEATURING ART CATALOGUES, EXHIBITION BOOKS AND FINE ARTS PERIODICALS. THE GALLERY PROVIDES STUDENTS, EMPLOYEES, AND VISITORS AN EXPOSURE TO A VARIETY OF ART MEDIUMS AND ENHANCES THE LIBERAL ARTS HIGHER EDUCATION EXPERIENCE ON CAMPUS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR SCHOLARSHIPS AND OTHER GENERAL EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 305,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -11,872,842. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 305,483. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 11,872,842. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN PRINT AND ON THE SCHOOL'S WEBSITE. IT IS ALSO OUTLINED IN THE EMPLOYEE HANDBOOK. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 FEDERAL PELL, SEOG AND ACG GRANT FUNDS ARE RECEIVED FROM THE DOE FOR QUALIFIED STUDENTS. 1 FINANCIAL AID 1216 11872842 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH THE FINANCIAL AID AND ADMISSION OFFICES. ANNUAL REVIEW OF QUALIFICATIONS FOR EACH LEVEL OF SCHOLARSHIPS IS DONE AFTER THE SPRING TERM. SATISFACTORY PROGRESS GUIDELINES FROM THE DEPARTMENT OF EDUCATION ARE FOLLOWED FOR ALL STUDENTS RECEIVING ANY TYPE OF SCHOLARSHIP AID. OUR ADVANCEMENT OFFICE ASSIGNS ENDOWED SCHOLARSHIPS. ENDOWED SCHOLARSHIPS (FUNDED INSTITUTIONAL AID) REPRESENTS LESS THAN 20% OF OUR AWARDED SCHOLARSHIPS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARIANNE E INMAN 199340 0 0 0 1815 0 14081 0 12804 0 228040 0 0 0 PART I, LINE 1A THE PRESIDENT'S RESIDENCE IS USED FOR BUSINESS PURPOSES AND TO FURTHER THE MISSION OF CENTRAL METHODIST UNIVERSITY. THE PRESIDENT IS REQUIRED TO RESIDE IN THE RESIDENCE AND HOST MANY EVENTS FOR FACULTY, STAFF, ALUMNI, BOARD MEMBERS, AND OTHERS. SUPPLEMENTAL INFORMATION PART III AMOUNTS IN COLUMN D FOR MARIANNE INMAN INCLUDE THE VALUE OF UNIVERSITY-PROVIDED HOUSING AND HOUSEKEEPING SERVICES RELATED TO THE PRESIDENT'S HOUSE. MARIANNE INMAN TRUSTEE/PRESIDENT 233998 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 2 5200 APPRAISAL VALUE X 12 450530 MARKET VALUE DATE OF GIF 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE AND FINANCE CHAIR REVIEW THE RETURN BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS ARE DISTRIBUTED TO TRUSTEES AND SENIOR STAFF. THESE ARE REVIEWED BY THE AUDIT COMMITTEE, DISCUSSED AS NEEDED AND REPORTED BACK TO THE FULL BOARD AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWED COMPARABLE DATA OF PEER INSTITUTIONS FOR ALL SENIOR OFFICERS IN APRIL OF 2010. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,706,973. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 305,483. TOTAL TO FORM 990, PART XI, LINE 5: 5,012,456. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.