2026-04-15T15:59:53-05:00 2025-05-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-06-01 440567385 SOUTHWEST BAPTIST UNIVERSITY SOUT 4173265281 1600 UNIVERSITY AVE BOLIVAR MO 65613 DR KEN ENGLAND VP OF FINANCE & OPERATIONS 4173265281 2026-04-15 1 1 DAREN DAIGA P01074795 5055022746 2026-04-15 2024 2025-03-06 01:10:19Z DR RICHARD J MELSON 1600 UNIVERSITY AVE BOLIVAR MO 65613 64818907 0 X WWW.SBUNIV.EDU X 1897 MO SBU IS AN ACADEMIC COMMUNITY PREPARING STUDENTS TO BE SERVANT LEADERS IN A GLOBAL SOCIETY. 28 28 779 39 43483 0 2867272 3188582 30610103 45511228 6294941 6386513 72141 982891 39844457 56069214 1204749 16405256 0 0 21071756 19884529 113519 0 1254243 21119786 21745337 43509810 58035122 -3665353 -1965908 84117019 81751492 21080718 16034472 63036301 65717020 X CHRIST-CENTERED, CARING ACADEMIC COMMUNITY PREPARING STUDENTS TO BE SERVANT LEADERS IN A GLOBAL SOCIETY; A HIGHER-EDUCATION INSTITUTION OFFERING COURSES THAT LEAD TO BOTH UNDERGRADUATE AND GRADUATE DEGREES. 0 0 32319667 16405256 37865575 SOUTHWEST BAPTIST UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION OFFERING COURSES THAT LEAD TO BOTH UNDERGRADUATE AND GRADUATE DEGREES. STUDENTS MAY CHOOSE FROM MORE THAN 100 AREAS OF ACADEMIC STUDY AS THEY PURSUE A LIBERAL ARTS BASED, CAREER-ORIENTED EDUCATION. STUDENTS ARE ELIGIBLE TO GRADUATE WITH A B.A., B.M., B.S., B.S.N., B.S.W., A.A., A.A.S., AS.N., A.S.R., AND AS. DEGREE. GRADUATE DEGREES INCLUDE: M.B.A., M.S. (IN EDUCATION AND NURSING), M.S. (IN EDUCATIONAL ADMINISTRATION), ED.S., ED.D. (IN EDUCATIONAL LEADERSHIP), AND THE D.P.T. (CONTINUED ON SCHEDULE O)THE UNIVERSITY IS COMPRISED OF FIVE COLLEGES: MERCY COLLEGE OF HEALTH PROFESSIONS, COLLEGE OF PROFESSIONAL PROGRAMS, GENEVA CASEBOLT COLLEGE OF ARTS AND BEHAVIORAL SCIENCES, THE ROBERT W. PLASTER COLLEGE OF BUSINESS, AND THE COLLEGE OF NATURAL AND APPLIED SCIENCE. SBU IS A THRIVING HIGHER EDUCATION INSTITUTION WITH MORE THAN 2,000 UNDERGRADUATE AND GRADUATE STUDENTS. THE MAIN CAMPUS OF THE UNIVERSITY IS LOCATED IN BOLIVAR, MO, WITH ADDITIONAL CAMPUSES IN MOUNTAIN VIEW, SALEM, SPRINGFIELD AND ONLINE. THE UNIVERSITY REPORTS A 12:1 STUDENT TO TEACHER RATIO FOR THE UNDERGRADUATE PROGRAM. ADDITIONALLY, 66% OF FULL-TIME TEACHING FACULTY ON THE BOLIVAR CAMPUS HAVE EARNED DOCTORATE DEGREES. IN ADDITION, SBU HAS RECEIVED AN A RATING, BASED ON GENERAL EDUCATION COURSE REQUIREMENTS, IN THE AMERICAN COUNCIL OF TRUSTEES AND ALUMNI'S REPORT WHAT WILL THEY LEARN? SINCE 2013. SBU IS ONE OF THE NATION'S COLLEGES OF DISTINCTION, HONORING THE UNIVERSITY'S COMMITMENT TO THE FOUR DISTINCTIONS: ENGAGED STUDENTS, GREAT TEACHING, VIBRANT COMMUNITY AND SUCCESSFUL OUTCOMES. 9283599 694178 SOUTHWEST BAPTIST UNIVERSITY OFFERS A VARIETY OF ORGANIZED ACTIVITIES AND STUDENT SERVICES THAT CONTRIBUTE TO THE MISSION OF THE UNIVERSITY. THIS SECTION WILL HIGHLIGHT SOME OF THE ACTIVITIES AND SERVICES BUT WILL NOT PROVIDE A DETAILED LISTING OF ALL OPPORTUNITIES. THE UNIVERSITY PROVIDES A COMPREHENSIVE TRANSITION/ORIENTATION PROGRAM FOR NEW STUDENTS. TWO OUTSTANDING COMPONENTS OF THE TRANSITION PROGRAM INCLUDE WELCOME WEEK AND THE UNIVERSITY SUCCESS CENTER (USC). WELCOME WEEK IS AN ORIENTATION PROGRAM FOR ALL NEW STUDENTS HELD BI-ANNUALLY ON THE CAMPUS THE WEEK PRIOR TO THE BEGINNING OF THE FALL AND SPRING SEMESTERS. EACH NEW STUDENT IS PROVIDED A SMALL-GROUP EXPERIENCE DESIGNED TO BUILD INTERPERSONAL RELATIONSHIPS AND ACCLIMATE THEM TO THE HIGHER EDUCATION CULTURE. (CONTINUED ON SCHEDULE O)THE PRIMARY GOAL OF THE UNIVERSITY SUCCESS CENTER IS TO PROMOTE STUDENT SUCCESS THROUGH DEVELOPMENTAL ADVISING AND RELATIONSHIP BUILDING WITH STUDENTS. THE USC PROVIDES WEEKLY CONTACT WITH NEW STUDENTS THAT FOCUSES ON ACADEMIC GOALS, OPPORTUNITIES FOR ENGAGEMENT WITH ALL AREAS OF UNIVERSITY LIFE, THE USE OF CRITICAL THINKING SKILLS, GOAL-SETTING, AND PRACTICE IN DECISION-MAKING. STUDENTS HAVE AVAILABLE TO THEM PROFESSIONALLY TRAINED COUNSELORS TO ASSIST WITH PERSONAL AND EMOTIONAL ISSUES. THIS SERVICE IS OFFERED WITHOUT DIRECT COST TO STUDENTS. THE UNIVERSITY ALSO OPERATES A HEALTH CENTER THAT PROVIDES MINOR ROUTINE HEALTH CARE. THE CAREER SERVICES OFFICE IS AVAILABLE TO ASSIST STUDENTS AND ALUMNI WITH CAREER COUNSELING, CAREER ASSESSMENTS, JOB SEARCHES, PLACEMENT FILES, RESUMES, COVER LETTERS, AND MOCK INTERVIEWS. THE UNIVERSITY ALSO SUPPORTS SEVERAL ACTIVITIES FOR STUDENT PARTICIPATION. SBU PROVIDES A COMPREHENSIVE PROGRAM OF NCAA DIVISION II INTERCOLLEGIATE ATHLETICS COMPETING WITHIN THE GREAT LAKES VALLEY CONFERENCES. SPORTS INCLUDE: BASEBALL, MEN'S AND WOMEN'S BASKETBALL, VOLLEYBALL, FOOTBALL, MEN'S AND WOMEN'S CROSS COUNTRY, MEN'S AND WOMEN'S SOCCER, MEN'S AND WOMEN'S TRACK AND FIELD, SOFTBALL, BEACH VOLLEYBALL, MEN'S AND WOMEN'S TENNIS, MEN'S AND WOMEN'S INDOOR TRACK AND FIELD, AND STUNT TEAM. ADDITIONALLY, THERE IS AN ACTIVE INTRAMURAL PROGRAM IN WHICH ALL STUDENTS MAY PARTICIPATE. STUDENTS HAVE THE OPPORTUNITY TO PARTICIPATE IN DEBATE AND FORENSICS, DRAMA AND THEATER PRESENTATIONS, AND SEVERAL MUSIC ENSEMBLES. THE SBU FORENSICS (SPEECH AND DEBATE) TEAM HAS EARNED 14 NATIONAL TITLES AT THE PI KAPPA DELTA NATIONAL FORENSICS CHAMPIONSHIP. 8620932 6233790 AUXILIARY ENTERPRISES CONSISTS, FOR THE MOST PART, OF THE UNIVERSITY DINING COMMONS (CAFETERIA), THE RESIDENCE HALLS, CONFERENCE CENTER, AND THE JANE AND KEN MEYER WELLNESS AND SPORTS CENTER. THE DINING COMMONS IS THE MAIN FACILITY FOR PROVIDING MEALS TO STUDENTS. THE MARKETPLACE SERVES BREAKFAST, LUNCH, AND DINNER SIX DAYS PER WEEK, AND BRUNCH AND DINNER ON SUNDAYS. IN ADDITION TO THE MARKETPLACE, THE UNIVERSITY OFFERS A CONVENIENCE STORE STYLE SHOP CALLED THE CORNER MARKET, A COFFEE AND SANDWICH SHOP CALLED CRAFT COFFEE AND DELI-CRAFT, AND A SHAKE SMART LOCATION. CAMPUS HOUSING IS AVAILABLE FOR NON-MARRIED, FULL-TIME STUDENTS ON THE BOLIVAR CAMPUS. THE UNIVERSITY HAS SEVERAL DIFFERENT HOUSING FACILITIES, INCLUDING RESIDENCE HALLS AND APARTMENTS. (CONTINUED ON SCHEDULE O)RESIDENCE FACILITIES ARE UNDER THE DIRECTION OF UNIVERSITY EMPLOYEES CALLED RESIDENT DIRECTORS AND STUDENTS EMPLOYED TO SERVE AS RESIDENT ASSISTANTS (RAS). THE RAS ARE RESPONSIBLE FOR PROVIDING ACTIVITIES, INFORMING RESIDENTS OF DORM POLICIES, AND HELPING STUDENTS GROW SPIRITUALLY AND SOCIALLY. THE CONFERENCE CENTER PROVIDES GENERAL SUMMER OPPORTUNITIES FOR YOUTH AND CHILDREN'S CAMPS FOR SUMMER PROGRAMS. THESE PROGRAMS GENERALLY FOCUS ON CHRISTIAN GROWTH EMPHASES, ATHLETIC/ ACADEMIC GROWTH OPPORTUNITIES, OR BOTH. THEY HELP TO INTRODUCE FUTURE STUDENT PROSPECTS TO THE UNIVERSITY. THE JANE AND KEN MEYER WELLNESS AND SPORTS CENTER IS A FACILITY THAT PROVIDES A HEALTHY AND MOTIVATING ENVIRONMENT WHERE STUDENTS, FACULTY AND STAFF, AND OTHERS CAN PARTICIPATE IN WELLNESS AND SPORTS ACTIVITIES. THE CENTER INCLUDES A FITNESS AREA WITH STRENGTH TRAINING AND CARDIO MACHINES, RACQUETBALL COURTS, SWIMMING POOL, GYMNASIUM WITH THREE COLLEGIATE BASKETBALL COURTS, A RUNNING/WALKING TRACK, CLIMBING WALL, AND SPORTS CAFE. 2545185 1652092 OTHER PROGRAM SERVICES 2545185 1652092 52769383 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 2774 0 1 779 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X DR KEN ENGLAND 4173285281 1600 UNIVERSITY AVE BOLIVAR MO 65613 X RICHARD MELSON PRESIDENT 40.00 X 109955 0 256317 SCOTT MOATS VP FOR ADMINISTRATION 40.00 X 94532 0 112881 TRACY MANLY PROVOST 40.00 X 183597 0 18462 LEON WIRTH VP OF ADVANCEMENT 40.00 X 172045 0 24005 RONALD MILLER VP FOR ONLINE LEARNING 40.00 X 162425 0 8263 BRANDT MERRITT VP MARKETING & ENROLLMENT 40.00 X 147921 0 16535 TROY BETHARDS PROF BUS ADMIN 40.00 X 130226 0 22461 DARREN CROWDER VP REGIONAL CAMPUSES 40.00 X 111876 0 27300 FRED BROOME CHAIR 1.00 X X 0 0 0 JOE BRAND VICE CHAIR 1.00 X X 0 0 0 CHERYL MAYFIELD SECRETARY 1.00 X X 0 0 0 ADAM HUGHES TRUSTEE 1.00 X 0 0 0 BRANDON JACKLEY TRUSTEE 1.00 X 0 0 0 BRENT EPP TRUSTEE 1.00 X 0 0 0 BRUCE DAVIDSON TRUSTEE 1.00 X 0 0 0 DALE BAKER TRUSTEE 1.00 X 0 0 0 DALE SMITH TRUSTEE 1.00 X 0 0 0 DON FAHRNI TRUSTEE 1.00 X 0 0 0 GILBERTO ANDERSON TRUSTEE 1.00 X 0 0 0 JONATHAN HAYASHI TRUSTEE 1.00 X 0 0 0 JONATHAN SWAN TRUSTEE 1.00 X 0 0 0 JOSH TRIMBLE TRUSTEE 1.00 X 0 0 0 KEVIN FARR TRUSTEE 1.00 X 0 0 0 KRISTY REID TRUSTEE 1.00 X 0 0 0 LANA HAGER TRUSTEE 1.00 X 0 0 0 LINDA MARSHALL TRUSTEE 1.00 X 0 0 0 MARLIN KROENKE TRUSTEE 1.00 X 0 0 0 MICHAEL ROY TRUSTEE 1.00 X 0 0 0 MIKE BROWN TRUSTEE 1.00 X 0 0 0 PAUL WELLINGHOFF TRUSTEE 1.00 X 0 0 0 PHILLIP BURDEN TRUSTEE 1.00 X 0 0 0 RICK MOORE TRUSTEE 1.00 X 0 0 0 RICK POWELL TRUSTEE 1.00 X 0 0 0 THOMAS JOHNSTON TRUSTEE 1.00 X 0 0 0 TIM CARTER TRUSTEE 1.00 X 0 0 0 TYLER WILKINS TRUSTEE 1.00 X 0 0 0 LUKE BROSIUS TRUSTEE (PART YEAR) 1.00 X 0 0 0 1112577 0 486224 12 0 1 0 PROVIDER CONTRACT FOOD SERVICE 7119 INDIANA AVE RIVERSIDE CA 92504 FOOD SERVICES 3301924 DYNAMIC CAMPUS SOLUTIONS INC 2806 FLINTROCK TRACE SUITE A205 AUSTIN TX 78738 IT SERVICES 1640867 EAB GLOBAL INC 2445 M ST NW WASHINGTON DC 20037 SOFTWARE SERVICES 1003033 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DR STE 500 RESTON VA 20191 LICENSING & CONSULTING SERVICES 495204 ASCEND LEARNING HOLDINGS LLC 11161 OVERBROOK RD LEAWOOD KS 66211 TESTING SERVICES 261425 12 795380 419799 1973403 136473 3188582 TUITION AND FEES 611600 37865575 37865575 DINING SERVICES 722320 3784141 3784141 HOUSING SERVICES 721310 2342103 2342103 BOOKSTORE 611600 770593 770593 FITNESS CENTER 713940 151029 107546 43483 597787 597787 45511228 1863562 1863562 48796 43795 5001 5001 5001 8399794 4829055 6936706 1769192 1463088 3059863 4522951 4522951 977890 977890 977890 56069214 46445635 43483 6391514 16405256 16405256 794297 13478 436059 344760 14458498 13309465 765133 383900 765140 627009 118030 20101 2849451 2533601 243505 72345 1017143 930865 67617 18661 141971 141971 277882 277882 11250 11250 5147690 4763101 267208 117381 601732 527769 65181 8782 3064911 2350806 490196 223909 2733645 2667667 65916 62 3897462 3803196 89734 4532 1010748 940214 36195 34339 58856 42301 9014 7541 406225 406225 3094551 2905605 173779 15167 140102 122204 17776 122 BAD DEBT EXPENSE 659799 659799 DUES & MEMBERSHIPS 429892 98426 328825 2641 STUDENT ATHLETE MEDICAL 68621 68621 58035122 52769383 4011496 1254243 1822479 1495387 2331215 721932 634802 9137947 10084322 120822 126801 1167458 1435894 93397059 64274135 33557179 29122924 27672936 30493241 382469 1438218 987980 6146833 6987672 84117019 81751492 7626942 3990810 1927653 1382624 372467 716631 8222542 7551243 304826 1072906 1858208 2088338 21080718 16034472 X 31521981 32182536 31514320 33534484 63036301 65717020 84117019 81751492 X -1965908 443344 4203283 X 0 1 X 1 1 1 X 10764243 11894556 12478699 2867272 3188582 41193352 10764243 11894556 12478699 2867272 3188582 41193352 41193352 810160 1109651 948549 1040625 1912358 5821343 570871 -127623 9270 65314 977890 1495722 48510417 178971480 0.84920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON FUNDS HELD IN TRUST - 2020 AMOUNT: $ 570,871. 2021 AMOUNT: $ -127,623. 2022 AMOUNT: $ 14,578. 2023 AMOUNT: $ 91,065. ACTUARIAL LOSS ON ANNUITY AGREEMENTS - 2022 AMOUNT: $ -5,308. 2023 AMOUNT: $ -25,751. MISCELLANEOUS REVENUE - 2024 AMOUNT: $ 977,890. SCHEDULE A, PART II: THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 930 0 1 1742 2672 0 PART II-B, LINE 1: LINE 1G - THE ORGANIZATION ADVOCATED FOR MISSOURI ACCESS FUNDING, WHICH IS A GRANT THAT PROVIDES NEED-BASED AID FOR STUDENTS GRADUATING FROM MISSOURI HIGH SCHOOLS THAT ATTEND COLLEGES AND UNIVERSITIES IN THE STATE OF MISSOURI. LINE 1I - THIS REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID TO OTHER ORGANIZATIONS DESIGNATED AS LOBBYING EXPENDITURES. 0 1 X 31339322 367763 2617554 1324540 2000000 31000099 35219605 316140 4767387 1974740 6989070 31339322 36764343 960749 -552128 1953359 35219605 39650697 921227 -2553367 1254214 36764343 29326573 2371754 9219083 1266713 39650697 0.03620 0.96380 0.00000 0 0 646298 646298 73651038 48833688 24817350 15995402 12738693 3256709 3104321 2701754 402567 29122924 OPERATING LEASE RIGHT-OF-USE ASSET 729424 FINANCE LEASE RIGHT-OF-USE ASSET 1482458 FUNDS HELD IN TRUST BY OTHERS 3186425 FUNDS HELD IN TRUST - DEBT SERVICE 1589365 6987672 OPERATING LEASE LIABILITIES 729424 FINANCE LEASE LIABILITIES 1358914 2088338 44339530 443344 4243478 4686822 39652708 11250 16405256 16416506 56069214 41658811 43795 43795 41615016 11250 16408856 16420106 58035122 PART IV, LINE 2B: SBU HOLDS FUNDS FOR STUDENT ORGANIZATIONS FOR WHICH SBU PROVIDES OVERSIGHT. THESE ARE HELD FOR THE BENEFIT OF THE STUDENT ORGANIZATION'S USE. PART V, LINE 4: THE ENDOWMENT CONSISTS OF APPROXIMATELY 405 INDIVIDUAL FUNDS AND IS INTENDED TO GENERATE INVESTMENT RETURNS TO BE USED TO SUPPORT PROGRAM SERVICES, FACILITIES, AND STUDENT AID. RETURNS IN EXCESS OF THE 5% UNIVERSITY SPENDING POLICY ARE TO BE USED TO GROW THE ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 42,816. GAIN ON DISCONTINUANCE OF POST RETIREMENT BENEFIT PLAN 4,156,867. RENTAL EXPENSES 43,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 16,405,256. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 43,795. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 16,405,256. ACTUARIAL GAIN ON ANNUITY AGREEMENT 3,600. 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 ORGANIZATION CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS CONSISTENT WITH THE PUBLICITY EXCEPTION FOUND IN REV. PROC. 75-50 SECTION 4.03(2)(B). LINE 6A - EXPLANATION OF GOVERNMENT AID: THE UNIVERSITY RECEIVES FEDERAL FUNDS (E.G. STUDENT LOAN PROGRAMS, PELL, SEOG, WORK STUDY) FOR ASSISTANCE TO ELIGIBLE STUDENTS. 1 FINANCIAL AID 1309 16405256 PART I, LINE 2: FINANCIAL AID IS AWARDED TO STUDENTS BASED UPON COMPLIANCE WITH ELIGIBILITY REQUIREMENTS AND AFTER VERIFICATION OF ENROLLMENT STATUS. NO CASH CHANGES HANDS AND FUNDS ARE DIRECTLY APPLIED TO STUDENT ACCOUNTS. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RICHARD MELSON PRESIDENT 109955 0 0 0 0 0 49950 0 206367 0 366272 0 0 0 SCOTT MOATS VP FOR ADMINISTRATION 94532 0 0 0 0 0 19490 0 93391 0 207413 0 0 0 TRACY MANLY PROVOST 181748 0 0 0 1849 0 9556 0 8906 0 202059 0 0 0 LEON WIRTH VP OF ADVANCEMENT 171025 0 0 0 1020 0 9304 0 14701 0 196050 0 0 0 RONALD MILLER VP FOR ONLINE LEARNING 160938 0 0 0 1487 0 8047 0 216 0 170688 0 0 0 BRANDT MERRITT VP MARKETING & ENROLLMENT 147822 0 0 0 99 0 7544 0 8991 0 164456 0 0 0 TROY BETHARDS PROF BUS ADMIN 130226 0 0 0 0 0 13444 0 9017 0 152687 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES TRAVEL FOR COMPANIONS TO THE PRESIDENT. THE TRAVEL IS FOR A BONA FIDE BUSINESS PURPOSE AND IS NOT TREATED AS TAXABLE COMPENSATION. PURSUANT TO INTERNAL REVENUE CODE SECTION 107, MINISTERIAL HOUSING ALLOWANCES ARE PROVIDED FOR QUALIFYING MINISTERIAL EMPLOYEES. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION. THE PRESIDENT AND VP FOR ADMINISTRATION MET THE QUALIFICATIONS FOR AND RECEIVED A MINISTERIAL HOUSING ALLOWANCE DURING THE TAX YEAR. HOUSING ALLOWANCE & PERSONAL SERVICES: AS A CONDITION OF EMPLOYMENT, AND AS A CONVENIENCE TO THE UNIVERSITY, THE PRESIDENT IS PROVIDED A HOME ON UNIVERSITY GROUNDS. THE UNIVERSITY ALSO PROVIDES GROUNDS CARE AND HOUSEKEEPING FOR THE HOME SINCE THE PRESIDENT HOSTS FUNCTIONS FOR THE UNIVERSITY AT HIS HOME. THE HOME IS PROVIDED AS A NONTAXABLE BENEFIT TO THE PRESIDENT. A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MISSOURI 431178966 60636AEN9 2012-09-26 14658194 REFUND 1998 AND 2003 BONDS, RENOVATION OF EDUCATIONAL FACILITIES 0 0 0 A 6807500 14658194 1057000 278500 2753000 10569694 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MISSOURI DATE THE REBATE COMPUTATION WAS PERFORMED: 09/01/2022 37700 FINANCIAL AID TUITION ASSISTANCE X 6500 COST X 4 129973 SELLING COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 FRED BROOME, TRUSTEE AND LUKE BROSIUS, TRUSTEE - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOMINATED AND ELECTED BY THE MISSOURI BAPTIST CONVENTION. FORM 990, PART VI, SECTION A, LINE 7B GOVERNING DOCUMENTS MAY ONLY BE AMENDED AND CHANGED AFTER SUCH PROPOSED CHANGE HAS BEEN SUBMITTED IN WRITING TO AND APPROVED BY THE MISSOURI BAPTIST CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE ORGANIZATION'S KEY MANAGEMENT TEAM, THE EXECUTIVE CABINET. A PUBLIC DISCLOSURE COPY OF THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DONORS, TRUSTEES, AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE IN THE SPRING OF EACH YEAR. IT IS THE AFFIRMATIVE DUTY OF EACH TRUSTEE TO NOTIFY THE BOARD OF TRUSTEES SHOULD ANY ACTUAL OR PERCEIVED CONFLICT ARISE DURING HIS OR HER TERM AS TRUSTEE. UPON BEING MADE AWARE, FROM ANY SOURCE, OF A CONFLICT OR PERCEIVED CONFLICT, THE BOARD SHALL, IN EXECUTIVE SESSION, DETERMINE THE APPROPRIATE ACTION TO ADDRESS ANY SUCH CONFLICT INCLUDING, BUT NOT LIMITED TO, POSSIBLE REMOVAL AS A TRUSTEE. A TWO-THIRDS MAJORITY VOTE OF THE ENTIRE BOARD OF TRUSTEES IS REQUIRED FOR REMOVAL; SUCH VOTE TO OCCUR BY SECRET BALLOT. ADDITIONALLY, THE UNIVERSITY'S LEGAL COUNSEL IS PRESENT TO ADDRESS THE ISSUE IN THE NEW TRUSTEE ORIENTATION MEETINGS. THE EXECUTIVE CABINET OF THE UNIVERSITY IS CONTINUALLY ON GUARD TO IDENTIFY ANY CONFLICTS OF INTEREST. THE ACCOUNTING SERVICES OFFICE THOROUGHLY REVIEWS ALL OUTGOING PAYMENTS FOR APPROPRIATE SUPPORT AND FOR ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - THE PRESIDENT OF THE UNIVERSITY IS EMPLOYED UNDER A CONTRACT THAT IS DEVELOPED BY THE COMPENSATION COMMITTEE. MARKET SURVEYS ARE UTILIZED IN DEVELOPING THIS CONTRACT AND THE COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND THE PROCESS IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. LINE 15B - THE PRESIDENT OF THE UNIVERSITY AND THE HR DEPARTMENT DETERMINES THE COMPENSATION FOR ALL OTHER OFFICERS USING MARKET SURVEYS. THE PROCESS IS DOCUMENTED IN THE HR EMPLOYEE FILES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION REPORTED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B IS THE AMOUNT REPORTED ON THE INDIVIDUAL'S W-2, BOX 1 OR 5 (WHICHEVER AMOUNT IS GREATER) PER THE IRS INSTRUCTIONS. IN THE CASE OF MINISTER'S COMPENSATION WHEN BOX 5 OF THE W-2 IS NOT APPLICABLE, BOX 1 COMPENSATION IS USED. EMPLOYEE DEFERRALS TO QUALIFIED RETIREMENT PLANS ARE NORMALLY CAPTURED IN BOX 5, NOT BOX 1 OF FORM W-2. FOR REPORTING PURPOSES WE HAVE INCLUDED THE MINISTER'S RETIREMENT PLAN DEFERRALS IN PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 42,816. GAIN ON DISCONTINUANCE OF POST RETIREMENT BENEFIT PLAN 4,156,867. ACTUARIAL GAIN ON ANNUITY AGREEMENT 3,600. MISSOURI BAPTIST CONVENTION 400 E HIGH STREET JEFFERSON CITY MO 65101 440559931 CHURCHES CONVENTION MO 501(C)(3) LINE 1 N/A 0 MISSOURI BAPTIST FOUNDATION PO BOX 1113 JEFFERSON CITY MO 65102 431466115 SUPPORT MO BAPTIST CHURCHES & INSTITUTIONS MO 501(C)(3) LINE 10 MISSOURI BAPTIST CONVENTION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0