2022-12-14T10:16:06-06:00 2022-05-31 450250958 EIDE BAILLY LLP 400 PINE ST STE 600 ABILENE TX 796015190 990 2021-06-01 750855633 MCMURRY UNIVERSITY MCMU 3257933821 1 MCMURRY UNIVERSITY 308 ABILENE TX 79697 LISA L WILLIAMS VP FINANCE & ADMIN. 3257933821 2022-12-07 1 LISA WILLIAMS 999009999 JACLYN DENISE DECKER CPA P00495917 3256724000 2022-12-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SAME AS C ABOVE 60835694 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. 24 23 582 24 -9454 0 9688013 18801389 29070200 31298169 1433905 2556993 516546 637835 40708664 53294386 13452790 16704816 0 0 14578493 16106166 0 0 460865 12247194 14515977 40278477 47326959 430187 5967427 158972341 155891753 6789905 6257998 152182436 149633755 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 31210724 16704816 28305290 MCMURRY UNIVERSITY WAS FOUNDED IN 1923 BY THE UNITED METHODIST CHURCH. DURING THE 2021-2022 YEAR, THE UNIVERSITY CHALLENGED STUDENTS TO GROW ACADEMICALLY AND SOCIALLY WITH 53 ACADEMIC MAJORS AND 40 ACADEMIC, SOCIAL AND SERVICE ORGANIZATIONS. ALSO OFFERED TO OUR APPROXIMATELY 1,145 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 12 TO 1, AVERAGE CLASS SIZE OF 12 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. 6284461 3159012 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. 4808149 79075 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. 42303334 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 122 0 1 582 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 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 ART PERTILE TRUSTEE 2.00 X 0 0 0 AUSTIN PITTMAN TRUSTEE 2.00 X 0 0 0 BISHOP EARL BLEDSOE TRUSTEE 6.00 X 0 0 0 BISHOP JAMES NUNN TRUSTEE 0.30 X 0 0 0 CARL HUBBARD TRUSTEE 4.00 X 0 0 0 CHUCK FALLON TRUSTEE 2.00 X 0 0 0 DAVID BAILEY 2ND VICE CHAIR 5.00 X X 0 0 0 DAVID OSBORN TREASURER/FINANCE CHAIR 4.00 X X 0 0 0 DAVID SHOUP TRUSTEE 2.00 X 0 0 0 DR SANDY MADDOX ADVANCEMENT CHAIR 2.00 X X 0 0 0 ELAINE HARMON BOARD SECRETARY 2.00 X X 0 0 0 JACK REED 1ST VICE CHAIR 3.00 X X 0 0 0 JOHN HENDRICK CAMPUS OVERSIGHT CHAIR 5.00 X X 0 0 0 JUDGE JORGE SOLIS TRUSTEE 1.00 X 0 0 0 KATHI EDWARDS INSTITUTIONAL OVERSIGHT CHAIR 15.00 X X 0 0 0 KAY YOUNGGREN INVESTMENT SUBCOMM CHAIR 4.00 X X 0 0 0 MIKE BENNETT TRUSTEESHIP CHAIR 10.00 X X 0 0 0 REV FELICIA HOPKINS TRUSTEE 7.00 X 0 0 0 RICHARD EDWARDS TRUSTEE 2.50 X 0 0 0 RICK QUY TRUSTEE 5.00 X 0 0 0 RUSSELL HALL TRUSTEE 2.00 X 0 0 0 SANDRA HARPER PRESIDENT 60.00 X X 332245 0 26022 SHAWN HAILEY AABOD PRESIDENT 4.00 X X 0 0 0 STEVE SUNDBY CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 GRANT GREENWOOD VP ENROLLMENT MANAGEMENT 40.00 X 148272 0 10046 LISA L WILLIAMS VPFA/COS 40.00 X 148327 0 21654 MARTHA CASHBURLESS UNIVERSITY CHAPLAIN 40.00 X 63057 0 12206 MATT DRAUD VPAA & DEAN OF THE FACULTY 40.00 X 167963 0 9661 MIKE HUTCHISON VPIA 40.00 X 101664 0 28574 ROBIN DANIELS VP OF MARKETING 40.00 X 154450 0 14694 SAMUEL FERGUSON VP STUDENT AFFAIRS AND ATH 40.00 X 119193 0 14100 IFEOLUWA TOBI POPOOLA ASSOC PROF 40.00 X 103469 0 8514 KIMBERLY TRIBOU ASSOC PROF 40.00 X 131527 0 5802 PAUL MASON DEAN OF BUSINESS 40.00 X 155694 0 9873 ROBERT DUNCAN PELLY ASSOC PROF 40.00 X 131708 0 5802 1757569 0 166948 0 0 1 0 PIONEER COLLEGE CATERERS 25055 WEST VALLEY PARKWAY STE 120 OLATHE KS 66061 FOOD SERVICES 1386713 DATROO TECHNOLOGIES 1292 NORTH 1ST ABILENE TX 79601 TECHNOLOGY SUPPORT 1335343 MCMURRY RESIDENCE PARTNERSHIP MCM BOX 627 ABILENE TX 79697 HOUSING 1245708 RHS CONSTRUCTION SERVICES 1749 N DANVILLE DR ABILENE TX 79603 CAMPUS UPGRADES 1187919 NATIONAL MANGEMENT RESOURCES CORP 425 FORREST AVE LAGRANGE GA 30240 GROUNDS SERVICES 663964 9 32360 5842642 12926387 663869 18801389 TUITION AND FEES 611600 28014580 28014580 AUXILIARY ENTERPRISES 611710 3283589 3283589 31298169 2548804 2548804 392627 392627 7389845 7381656 8189 8189 8189 36500 32360 15787 20713 20713 76987 143865 -66878 -56761 -10117 STUDENT FINANCE CHARGES 611600 119085 119085 SUMMER CAMPS 611600 102988 102988 OTHER REVENUE 611710 68637 68637 663 663 291373 53294386 31532118 -9454 2970333 16704816 16704816 1375391 372094 795638 207659 12172591 10753981 1404100 14510 258736 195154 63582 1356980 982275 335280 39425 942468 771579 154289 16600 280305 280305 54000 54000 756695 444735 311960 2172784 2110040 62744 24346 23999 347 2462487 2304432 158055 443665 432734 10931 OTHER OPERATING 6918858 5811440 924747 182671 STUDENT REENGAGEMENT 1201973 1201973 FEDERAL STUDENT AID 194082 194082 BAD DEBT EXPENSE 6782 6782 47326959 42303334 4562760 460865 6275 8450 10557801 19171602 1507306 1797459 1933724 1397897 6506 54667 1077501 849768 88850539 53484548 32714367 35365991 65421293 55581792 5568864 5464258 40178704 36199869 158972341 155891753 3461200 3629350 1294382 865715 2034323 1762933 6789905 6257998 X 36846429 36780172 115336007 112853583 152182436 149633755 158972341 155891753 X 5967427 -4090883 -4425225 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74153421 2683539 -2997667 5786221 68053072 63878609 1088273 13711901 4525362 74153421 62527363 1152465 5514109 5315328 63878609 61975584 1636027 2416126 3500374 62527363 57974922 2444126 4365331 3000176 61784203 0.02111 0.97889 1 0 58285995 29777605 28508390 3563908 3538627 25281 24932934 20168316 4764618 2067702 2067702 35365991 BENEFICIAL INTEREST 36199869 36199869 POST RETIREMENT BENEFIT OBLIGATION 1544351 DUE TO FEDERAL GOVERNMENT 218582 1762933 35800334 0 35800334 17494052 17494052 53294386 32458946 0 32458946 14868013 14868013 47326959 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 14,868,013. CONTRIBUTION TO ENDOWMENT 2,626,039. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION DISCOUNTS 14,868,013. 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. X X X X X X 0 GOLF TOURNAMENT 28170 28170 4600 1839 1821 WOMEN'S LEADERSHIP LUNCHEON 40690 32360 8330 5401 2126 68860 32360 36500 4600 7240 3947 15787 20713 1 SCHOLARSHIPS 994 14853013 CARES HEERF EMERGENCY STUDENT AID 1393 1851803 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 DETERMINE THE MOST EQUITABLE MANNER TO DISTRIBUTE THIS FUNDING. THE UNIVERSITY 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 332245 0 0 0 0 0 7800 0 18222 0 358267 0 0 0 MATT DRAUD VPAA & DEAN OF THE FACULTY 167963 0 0 0 0 0 3859 0 5802 0 177624 0 0 0 LISA L WILLIAMS VPFA/COS 148327 0 0 0 0 0 4365 0 17289 0 169981 0 0 0 ROBIN DANIELS VP OF MARKETING 154450 0 0 0 0 0 4344 0 10350 0 169144 0 0 0 PAUL MASON DEAN OF BUSINESS 155694 0 0 0 0 0 4071 0 5802 0 165567 0 0 0 GRANT GREENWOOD VP ENROLLMENT MANAGEMENT 148272 0 0 0 0 0 3986 0 6060 0 158318 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 2 25614 FAIR MARKET VALUE X EQUIP & SUPPLIES 7 7760 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 -4,022,847. POSTRETIREMENT BENEFIT CHANGES -402,378. BETTY JO MOWRY INC MCMURRY STATION BOX 308 ABILENE TX 79697 751997720 OIL & GAS MINING AND EXTRACTION TX N/A C 317908 136617 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0