2022-02-09T09:49:44-06:00 2021-05-31 450250958 EIDE BAILLY LLP 400 PINE ST STE 600 ABILENE TX 796015190 990 2020-06-01 750855633 MCMURRY UNIVERSITY MCMU 3257933821 1 MCMURRY UNIVERSITY 308 ABILENE TX 79697 LISA L WILLIAMS VP FINANCE & ADMIN. 3257933821 2022-01-14 1 LISA WILLIAMS 999009999 JOE MELSON CPA P00158111 3256724000 2022-01-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SAME AS C ABOVE 44377155 0 X WWW.MCM.EDU X 1923 TX SHAPED BY CHRISTIAN PRINCIPLES, MCMURRY UNIVERSITY CHALLENGES STUDENTS TO EXAMINE OUR COMPLEX WORLD FROM MULTIPLE PERSPECTIVES IN PREPARATION FOR LIVES OF LEADERSHIP, SERVICE AND PROFESSIONAL SUCCESS. 21 20 580 28 0 0 6884045 9688013 29931527 29070200 1648741 1433905 1578939 516546 40043252 40708664 12777528 13452790 0 0 15357424 14578493 0 0 410899 12106310 12247194 40241262 40278477 -198010 430187 140871386 158972341 9773445 6789905 131097941 152182436 X SHAPED BY CHRISTIAN PRINCIPLES, MCMURRY UNIVERSITY CHALLENGES STUDENTS TO EXAMINE OUR COMPLEX WORLD FROM MULTIPLE PRESPECTIVES IN PREPARATION FOR LIVES OF LEADERSHIP, SERVICE AND PROFESSIONAL SUCCESS. 0 0 26382877 13452790 26744868 MCMURRY UNIVERSITY WAS FOUNDED IN 1923 BY THE UNITED METHODIST CHURCH. DURING THE 2020-2021 YEAR, THE UNIVERSITY CHALLENGED STUDENTS TO GROW ACADEMICALLY AND SOCIALLY WITH 52 ACADEMIC MAJORS AND 40 ACADEMIC, SOCIAL AND SERVICE ORGANIZATIONS. ALSO OFFERED TO OUR APPROXIMATELY 1,094 RACIALLY AND ETHNICALLY DIVERSE STUDENTS, ARE PROFESSIONAL PREPARATION PROGRAMS IN ATHLETIC TRAINING, ENGINEERING, ALLIED HEALTH, DENTISTRY, MEDICINE, OCCUPATIONAL THERAPY, PHARMACY, PHYSICAL THERAPY, VETERINARY MEDICINE, LAW, AND MINISTRY ALONG WITH A MASTERS OF ACCOUNTANCY AND A MASTERS OF SCIENCE IN NURSING IN EDUCATION OR FAMILY NURSE PRACTITIONER. THE UNIVERSITY IS PROUD TO OFFER A LOW STUDENT TO FACULTY RATIO OF 11 TO 1, AVERAGE CLASS SIZE OF 14 AND DOES NOT USE TEACHING ASSISTANTS IN THE CLASSROOMS. STUDENTS CAN EXPLORE INTERNATIONAL CULTURE BY PARTICIPATING IN AN ACTIVE NATIONAL AND INTERNATIONAL MODEL UN PROGRAM AND ANNUAL TRAVEL ABROAD EDUCATIONAL PROGRAMS. ALSO AVAILABLE TO STUDENTS IS A STUDENT-RUN ART GALLERY AND ARTWORK OWNED BY THE UNIVERSITY APPRAISED AT $164K. THE SCHOOL OF BUSINESS HAS RECENTLY RECEIVED A TEN MILLION DOLLAR ENDOWMENT AND BUSINESS STUDENTS AT MCMURRY CAN PARTICIPATE IN MANAGING A ONE MILLION DOLLAR INVESTMENT FUND. 5416093 2543865 IN ADDITION TO EDUCATING STUDENTS, THE UNIVERSITY OFFERS ON CAMPUS HOUSING AND DINING SERVICES AS AUXILIARY SERVICES. DINING OPTIONS INCLUDE THREE ROBUST MEAL PLANS OFFERING STUDENTS COOK TO ORDER MENU ITEMS, VARIOUS COMMUTER PLANS AND THREE RETAIL OPTIONS. 3062557 60562 THE UNIVERSITY OFFERS ATHLETIC PROGRAMS WITH A MISSION TO MAKE PERSONAL INVESTMENTS IN THE LIVES OF ALL SCHOLAR-ATHLETES AND USE THE INTERCOLLEGIATE ATHLETICS EXPERIENCE TO DEVELOP CHAMPIONS FOR LIFE. THE ATHLETIC PROGRAM CORE VALUES ARE RESPONSIBILITY, INTEGRITY, SERVICE AND EXCELLENCE. THE UNIVERSITY ALSO OFFERS ASSISTANCE WITH STUDENT AID AS WELL AS FOSTERING RELATIONSHIPS WITH ALUMNI, WHICH BENEFIT OUR STUDENTS. 34861527 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1622 0 1 580 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LISA L WILLIAMS 3257933821 1 MCMURRY UNIVERSITY 308 ABILENE TX 79697 SANDRA HARPER PRESIDENT 60.00 X X 305928 0 12259 RICK QUY INSTITUTIONAL OVERSIGHT CH 1.00 X X 0 0 0 RICHARD EDWARDS CAMPUS OVERSIGHT CHAIR 2.00 X X 0 0 0 REV GEORGE PRICE TRUSTEE 1.00 X 0 0 0 LYNN YEARWOOD IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 KIM TATE AABOD PRESIDENT 4.00 X 0 0 0 KAY YOUNGGREN INVESTMENT SUBCOMM CHAIR 2.00 X X 0 0 0 SANDY MADDOX ADVANCEMENT CHAIR 3.00 X X 0 0 0 MIKE BENNETT TRUSTEESHIP CHAIR 3.00 X X 0 0 0 KATHI EDWARDS BOARD SECRETARY 7.00 X X 0 0 0 AUSTIN PITTMAN TRUSTEE 2.00 X 0 0 0 BISHOP EARL BLEDSOE TRUSTEE 6.00 X 0 0 0 CARL HUBBARD TRUSTEE 2.00 X 0 0 0 DAVID BAILEY 2ND VICE CHAIR 2.00 X 0 0 0 DAVID OSBORN TREASURER/FINANCE CHAIR 4.00 X X 0 0 0 JOHN HENDRICK TRUSTEE 5.00 X 0 0 0 STEVE SUNDBY CHAIR 5.00 X X 0 0 0 ELAINE HARMON TRUSTEE 3.00 X 0 0 0 JACK REED 1ST VICE CHAIR 2.00 X X 0 0 0 ART PERTILE TRUSTEE 2.00 X 0 0 0 RUSSELL HALL TRUSTEE 2.00 X 0 0 0 JUDGE JORGE SOLIS TRUSTEE 1.00 X 0 0 0 SAMUEL FERGUSON VP STUDENT AFFAIRS AND ATH 40.00 X 112486 0 8135 ROBIN DANIELS VP OF MARKETING 40.00 X 155141 0 12599 MARTHA CASHBURLESS DIRECTOR OF RELIGIOUS LIFE 40.00 X 61658 0 10409 LISA L WILLIAMS VP FOR FINANCE & ADMIN 40.00 X 139540 0 16948 DEBRA HULSE BOWLES VP OF INST ADVANCEMEN 40.00 X 153688 0 9258 MATT DRAUD VPAA & DEAN OF THE FACULTY 40.00 X 90899 0 4240 GRANT GREENWOOD VP ENROLLMENT MANAGEMENT 40.00 X 99467 0 3946 JAMES HUNT VP OF ACADEMIC AFFAIRS 40.00 X 83750 0 4008 PAUL MASON DEAN OF BUSINESS 40.00 X 152877 0 9126 ROBERT DUNCAN PELLY ASSOC PROFESSOR ENTREPRENE 40.00 X 135722 0 5452 IFEOLUWA POPOOLA ASSISTANT PROFESSOR OF MANAGEMENT 40.00 X 113041 0 7009 KIMBERLY TRIBOU ASSISTANT PROFESSOR OF ACCOUNTING 40.00 X 135399 0 5452 PATRICIA LAPOINT PROFESSOR OF BUSINESS ADMINISTRATION 40.00 X 100999 0 2028 1840595 0 110869 11 0 1 0 PIONEER COLLEGE CATERERS 25055 WEST VALLEY PARKWAY STE 120 OLATHE KS 66061 FOOD SERVICES 1159147 MCMURRY RESIDENCE PARTNERSHIP MCM BOX 627 ABILENE TX 79697 HOUSING 1054884 DATROO TECHNOLOGIES 1292 NORTH 1ST ABILENE TX 79601 TECHNOLOGY SUPPORT 700378 NATIONAL MANGEMENT RESOURCES CORP 425 FORREST AVE LAGRANGE GA 30240 GROUNDS SERVICES 647770 SAFE CHARTERS LLC 104 SPINKS ROAD ABILENE TX 79603 TRANSPORTATION 156414 9 6413062 3274951 19083 9688013 TUITION AND FEES 611600 26465773 26465773 AUXILIARY ENTERPRISES 611710 2604427 2604427 29070200 1423681 1423681 237451 237451 3678515 200 3668491 0 10024 200 10224 10224 STUDENT FINANCE CHARGES 611600 164545 164545 OTHER REVENUE 611710 70859 70859 SUMMER CAMPS 611600 43691 43691 279095 40708664 29349295 0 1671356 13452790 13452790 1290297 343557 754136 192604 11727974 10442198 1270800 14976 28826 22276 6550 629505 446961 145921 36623 901891 745157 141314 15420 146111 146111 52150 52150 730866 461173 269693 2010518 1927298 83220 28707 26398 2309 2332782 2178301 154481 334284 326048 8236 OTHER OPERATING 5191150 4337431 702443 151276 BAD DEBT EXPENSE 1268687 1268687 FEDERAL STUDENT AID 151939 151939 40278477 34861527 5006051 410899 5000 6275 6597921 10557801 1572084 1507306 3712038 1933724 5439 6506 724386 1077501 83807364 51092997 33755414 32714367 57324024 65421293 5417617 5568864 31757463 40178704 140871386 158972341 2996465 3461200 1014003 1294382 614372 0 5148605 2034323 9773445 6789905 X 34543287 36846429 96554654 115336007 131097941 152182436 140871386 158972341 X 430187 12473421 8180887 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63878609 1088273 13711901 4525362 74153421 62527363 1152465 5514109 5315328 63878609 61975584 1636027 2416126 3500374 62527363 57974922 2444126 4365331 3000176 61784203 47722599 7720252 5447974 2915903 57974922 0.01630 0.98370 1 0 56209003 29298951 26910052 3563908 2623822 940086 22888738 19170224 3718514 1145715 1145715 32714367 BENEFICIAL INTEREST 40178704 40178704 POST RETIREMENT BENEFIT OBLIGATION 1780547 DUE TO FEDERAL GOVERNMENT 253776 2034323 26868891 0 26868891 13839773 13839773 40708664 27436646 0 27436646 12841831 12841831 40278477 PART V, LINE 4: THE ENDOWED FUNDS ARE USED TO SUPPORT THE EDUCATIONAL PROGRAMS PROVIDED BY THE UNIVERSITY AND TO PROVIDE SCHOLARSHIPS TO CURRENT AND FUTURE STUDENTS OF THE UNIVERSITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION DISCOUNTS 12,841,831. CONTRIBUTION TO ENDOWMENT 997,942. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION DISCOUNTS 12,841,831. 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 UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE UNIVERSITY CATALOG. SCHEDULE E, PART I, LINE 6 EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVES SUPPORT THROUGH THE DEPARTMENT OF EDUCATION THAT IS USED FOR STUDENT FINANCIAL ASSISTANCE. 1 SCHOLARSHIPS 922 12841831 CARES HEERF EMERGENCY STUDENT AID 799 610959 PART I, LINE 2: SCHOLARSHIPS - SCHOLARSHIPS ARE PROVIDED TO STUDENTS BASED ON SPECIFIC CRITERIA ESTABLISHED BY STUDENT FINANCIAL AID IN REGARDS TO ELIGIBILITY, STUDENT SELECTION AND REQUIREMENTS OF THE SCHOLARSHIP. EACH SCHOLARSHIP RECIPIENT WILL BE MONITORED BY THE UNIVERSITY TO CONFIRM THAT THEY HAVE SATISFIED ALL SCHOLARSHIP REQUIREMENTS. THE ACTUAL SCHOLARSHIPS ARE CREDITED TO THE STUDENTS TUITION BILLS. NO SCHOLARSHIPS ARE AWARDED DIRECTLY TO THE STUDENT. CARES HEERF EMERGENCY STUDENT AID - THE UNIVERSITY WORKED TO DETERME THE MOST EQUITABLE MANNER TO DISTRIBUTE THIS FUNDING. THE UNVERSITY CREATED A TIERED FORMULA BASED ON SOCIOECONOMIC CIRCUMSTANCES AS DEMONSTRATED BY THE ESTIMATED FAMILY CONTRIBUTION ON THE FASFA. ADDITIONALLY, STUDENTS ENROLLED LESS THAN FULL-TIME IN THE SPRING SEMESTER RECEIVED A PRORATED AWARD. BASED ON THE TIERED AND PRORATED SCHEDULE OF AWARDS, THE UNIVERSITY WAS ABLE TO SET ASIDE APPROXIMATELY 20% OF THE TOTAL FUNDS TO BE AWARDED ON A CASE-BY-CASE BASIS. THE UNIVERSITY MADE AVAILABLE A SURVEY TO STUDENTS INQUIRING ABOUT THEIR ADDITIONAL EXPENSES INCURRED AND THE EFFECTS ON THEIR FAMILIES DUE TO THE DISRUPTIONS CAUSED BY THE CORONAVIRUS PANDEMIC. BASED ON THE RESULTS OF THIS SURVEY, THE DIRECTOR OF FINANCIAL AID WAS ABLE TO USE PROFESSIONAL JUDGMENT TO DETERMINE WHETHER ANY ADDITIONAL FUNDING COULD BE MADE AVAILABLE TO THE STUDENT. X X 0 1 X X X 0 0 0 0 0 0 0 0 0 SANDRA HARPER PRESIDENT 305928 0 0 0 0 0 0 0 12259 0 318187 0 0 0 ROBIN DANIELS VP OF MARKETING 155141 0 0 0 0 0 0 0 12599 0 167740 0 0 0 DEBRA HULSE BOWLES VP OF INST ADVANCEMEN 153688 0 0 0 0 0 0 0 9258 0 162946 0 0 0 PAUL MASON DEAN OF BUSINESS 152877 0 0 0 0 0 0 0 9126 0 162003 0 0 0 LISA L WILLIAMS VP FOR FINANCE & ADMIN 139540 0 0 0 0 0 0 0 16948 0 156488 0 0 0 PART I, LINE 1B THE UNIVERSITY PROVIDES COUNTRY CLUB DUES TO THE PRESIDENT, VICE PRESIDENT OF STUDENT AFFAIRS, ATHLETICS, AND VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT, WHICH IS COMMON FOR UNIVERSITIES. THIS IS CONSIDERED PART OF THEIR COMPENSATION. A HOUSING ALLOWANCE IS PROVIDED TO THE UNIVERSITY'S CHAPLAIN. X 4 38593 FAIR MARKET VALUE X EQUIPMENT & SUPPLIES 3 3816 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - MANAGEMENT WILL PRESENT A COPY OF THE FORM 990 TO THE BOARD FOR DISCUSSION, REVIEW, AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY DURING THE FALL BOARD MEETING. ALL TRUSTEES ARE REQUIRED TO BE FAMILIAR WITH THE POLICY AND DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST TO THE ENTIRE BOARD AT THE EARLIEST PRACTICAL TIME. THE TRUSTEE SHALL ABSENT THEMSELVES FROM DISCUSSIONS OF AND ABSTAIN FROM VOTING ON MATTERS IN WHICH THEY MAY HAVE A POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES USED COMPARATIVE PAY DATA WHEN SETTING THE COMPENSATION OF THE OFFICERS OF THE UNIVERSITY WHEN HIRED. AFTER THE OFFICERS ARE HIRED, INCREASES TO THEIR PAY ARE DETERMINED BASED ON THE UNIVERSITY'S BUDGET AND THE PERCENTAGE INCREASE PAID OTHER UNIVERSITY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY WILL MAKE AVAILABLE TO ANY STUDENT, FACULTY MEMBER, ALUMNI, OR OTHER INTERESTED PERSON A COPY OF THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE AVAILABLE FOR VIEWING AT THE UNIVERSITY'S CAMPUS IN ABILENE, TX. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 8,347,304. POSTRETIREMENT BENEFIT CHANGES -166,417. BETTY JO MOWRY INC MCMURRY STATION BOX 308 ABILENE TX 79697 751997720 OIL & GAS MINING AND EXTRACTION TX N/A C 72563 136616 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0