2021-02-01T09:10:03-06:00 2020-05-31 450250958 EIDE BAILLY LLP 400 PINE ST STE 600 ABILENE TX 796015190 990 2019-06-01 750855633 MCMURRY UNIVERSITY MCMU 3257933821 1 MCMURRY UNIVERSITY 308 ABILENE TX 79697 LISA L WILLIAMS VP FINANCE & ADMIN. 3257933821 2021-02-01 1 JOE MELSON CPA P00158111 3256724000 2021-02-01 2019 2022-09-23 18:48:47Z SAME AS C ABOVE 44291568 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 23 635 41 0 0 5617161 6884045 29433982 29931527 2849795 1648741 346190 1578939 38247128 40043252 11394631 12777528 0 0 13741478 15357424 0 0 382469 12217422 12106310 37353531 40241262 893597 -198010 135810396 140871386 7592539 9773445 128217857 131097941 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 26152605 12777528 28678472 MCMURRY UNIVERSITY WAS FOUNDED IN 1923 BY THE UNITED METHODIST CHURCH. DURING THE 2019-2020 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 1,175 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 10 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. 5925762 2268496 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. 3127688 276191 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. 35206055 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 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 1575 0 1 635 1 0 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 SANDRA HARPER PRESIDENT 60.00 X X 300805 0 18652 RICK QUY INSTITUTIONAL OVERSIGHT CH 5.00 X X 0 0 0 RICHARD EDWARDS CAMPUS OVERSIGHT CHAIR 4.00 X X 0 0 0 REV GEORGE PRICE TRUSTEE 1.00 X 0 0 0 JUDGE RICHARD COUNTISS TRUSTEE 2.00 X 0 0 0 LYNN YEARWOOD IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 KRISTY WALDRAFF 2ND VICE CHAIR 2.00 X X 0 0 0 KIM TATE TRUSTEE 2.00 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 2.00 X X 0 0 0 JASON RODRIGUEZ TRUSTEE 1.00 X 0 0 0 KATHI EDWARDS BOARD SECRETARY 5.00 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 3.00 X 0 0 0 DAVID BAILEY TRUSTEE 3.00 X 0 0 0 DAVID OSBORN TREASURER/FINANCE CHAIR 4.00 X X 0 0 0 JOHN HENDRICK TRUSTEE 2.00 X 0 0 0 STEVE SUNDBY CHAIR 10.00 X X 0 0 0 ELAINE HARMON TRUSTEE 2.00 X 0 0 0 JACK REED 1ST VICE CHAIR 2.00 X X 0 0 0 DAVID SHOUP TRUSTEE 4.00 X 0 0 0 ART PERTILE TRUSTEE 1.00 X 0 0 0 SAMUEL FERGUSON VP STUDENT AFFAIRS AND ATHLETICS 40.00 X 105758 0 10101 ROBIN DANIELS VP OF MARKETING 40.00 X 166353 0 14269 MARTHA CASHBURLESS DIRECTOR OF RELIGIOUS LIFE 40.00 X 62637 0 10724 LISA L WILLIAMS VP FOR FINANCE & ADMIN 40.00 X 136700 0 15929 DAVID HERINGER VP FOR ENROLLMENT MGMT 40.00 X 77520 0 7398 DEBRA HULSE BOWLES VP OF INST ADVANCEMEN 40.00 X 154004 0 12438 EARL NORMAN JONES INTERIM VP ENROLLMENT MGMT 40.00 X 29910 0 719 JAMES HUNT VP FOR ACADEMIC AFFAIRS 40.00 X 170639 0 8017 PAUL MASON DEAN OF BUSINESS 40.00 X 144664 0 14211 ROBERT DUNCAN PELLY ASSOC PROFESSOR ENTREPRENEURSHIP 40.00 X 125319 0 5265 1474309 0 117723 8 0 1 0 RHS CONSTRUCTION SERVICES 1749 N DANVILLE DR ABILENE TX 79603 CONSTRUCTION 1798970 PIONEER COLLEGE CATERERS 25055 WEST VALLEY PARKWAY STE 120 OLATHE KS 66061 FOOD SERVICES 1222123 MCMURRY RESIDENCE PARTNERSHIP MCM BOX 627 ABILENE TX 79697 HOUSING 1106278 DATROO TECHNOLOGIES 1292 NORTH 1ST ABILENE TX 79601 TECHNOLOGY SUPPORT 931764 SPORTS FIELD HOLDINGS 16400 DALLAS PKWY STE 305 DALLAS TX 75248 CONSTRUCTION 829234 19 2151872 4732173 54389 6884045 TUITION AND FEES 611600 27386840 27386840 AUXILIARY ENTERPRISES 611710 2544687 2544687 29931527 1716413 1716413 269196 269196 4161980 11800 4159611 81841 2369 -70041 -67672 -67672 24975 6864 18111 18111 NURSING SCHOOL DISTRIBUTION 611600 1000000 1000000 STUDENT FINANCE CHARGES 611600 120834 120834 SUMMER CAMPS 611600 98273 98273 72525 72525 1291632 40043252 31223159 0 1936048 12777528 12777528 1116028 244171 687856 184001 11651513 10345908 1305605 344023 266972 77051 1354030 1130928 188141 34961 891830 690919 186190 14721 204769 204769 50785 50785 677847 395709 282138 1984085 1879359 104726 108872 95938 12934 2221154 2068145 153009 271841 265143 6698 OTHER OPERATING 5789973 4895860 745327 148786 BAD DEBT EXPENSE 647509 647509 FEDERAL STUDENT AID 149475 149475 40241262 35206055 4652738 382469 5000 5000 7812373 6597921 1477829 1572084 2521701 3712038 6547 5439 839539 724386 82631346 48875932 31513814 33755414 53902612 57324024 6446641 5417617 31284340 31757463 135810396 140871386 3308839 2996465 401254 1014003 1304759 614372 2577687 5148605 7592539 9773445 X 34675734 34543287 93542123 96554654 128217857 131097941 135810396 140871386 X -198010 3189853 -111759 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62527363 1152465 5514109 -5315328 63878609 61975584 1636027 2416126 3500374 62527363 57974922 2444126 4365331 3000176 61784203 47722599 7720252 5447974 2915903 57974922 47751882 3586495 -876372 2739406 47722599 0.01630 0.98370 1 0 56018755 28880950 27137805 3563908 1793780 1770128 22128242 18201202 3927040 920441 920441 33755414 BENEFICIAL INTEREST 31757463 31757463 POST RETIREMENT BENEFIT OBLIGATION 2187489 DUE TO FEDERAL GOVERNMENT 2961116 5148605 26843554 0 26843554 13199698 13199698 40043252 27963809 0 27963809 12277453 12277453 40241262 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 12,277,453. CONTRIBUTION TO ENDOWMENT 922,245. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION DISCOUNTS 12,277,453. 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 JIMMY LEE PIERCE GOLF TOURNAMENT 24975 24975 3420 1604 1840 24975 24975 3420 1604 1840 6864 18111 1 SCHOLARSHIPS 937 12277453 CARES HEERF EMEGENCY STUDENT AID 554 500075 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 300805 0 0 0 0 0 13151 0 5501 0 319457 0 0 0 ROBIN DANIELS VP OF MARKETING 166353 0 0 0 0 0 6686 0 7583 0 180622 0 0 0 LISA L WILLIAMS VP FOR FINANCE & ADMIN 136700 0 0 0 0 0 6604 0 9325 0 152629 0 0 0 DEBRA HULSE BOWLES VP OF INST ADVANCEMEN 154004 0 0 0 0 0 6915 0 5523 0 166442 0 0 0 JAMES HUNT VP FOR ACADEMIC AFFAIRS 170639 0 0 0 0 0 7781 0 236 0 178656 0 0 0 PAUL MASON DEAN OF BUSINESS 144664 0 0 0 0 0 6886 0 7325 0 158875 0 0 0 PART I, LINE 1B THE UNIVERSITY PROVIDES COUNTRY CLUB DUES TO THE PRESIDENT 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 29711 FAIR MARKET VALUE X EQUIPMENT & SUPPLIES 6 29030 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 645,376. POSTRETIREMENT BENEFIT CHANGES -757,135. BETTY JO MOWRY INC MCMURRY STATION BOX 308 ABILENE TX 79697 751997720 OIL & GAS MINING AND EXTRACTION TX N/A C 113274 135941 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0