2017-05-16T11:07:18-07:00 2016-06-30 990 2015-07-01 370661219 MCKENDREE UNIVERSITY MCKE 6185376981 701 College Rd Lebanon IL 62254 Sally Mayhew Vice President 6185376838 2017-05-15 2015 2021-01-29 14:40:06Z Sally Mayhew 701 College Rd Lebanon IL 62254 89859006 0 X www.mckendree.edu X 1828 IL McKendree University is a private, co-educational liberal arts university, preparing students to succeed in their chosen fields. 29 28 1257 377 423705 -98663 4046223 2611675 61464533 61553675 1761863 3702607 39665 61593 67312284 67929550 22724606 22904536 0 0 22870027 23931428 37009 6634 1433887 20218505 20476476 65850147 67319074 1462137 610476 88554736 83438767 38658724 36150385 49896012 47288382 The mission of McKendree University is to provide a high quality educational experience to outstanding students. We guide our students in the pursuit of academic excellence which will prepare them for leadership roles in our society. To achieve this end we encourage broader vision, enriched purpose, engagement with community, commitment to responsible citizenship, openness to new ideas and dedication to lifelong learning. In keeping with our history and traditions, we provide our students with a rigorous, broadly based liberal arts curricula joined with specialization in a specific discipline. 0 0 43815472 22904536 51274326 INSTRUCTION AND ACADEMIC SUPPORT: We offer undergraduate, graduate and professional programs to develop our student's knowledge, analytical abilities, research capabilities, creativity, and sense of identity. We offer an intellectual and technological environment supportive of innovative and effective teaching, research, assessment and communication, excellent writing and oral skills, and decision making. 12155567 0 0 STUDENT SERVICES: To help our students develop an appreciation and understanding of diversity by providing knowledge of and opportunity for experience with multiple ethnicities, cultures, and societies and to create a culture of campus life that includes experiences beyond the classroom that allow for development of the whole person. 4949620 0 9359284 AUXILIARY SERVICES: To provide room and board for students at the Lebanon, IL campus. 0 0 0 60920659 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 4202 0 1257 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Sally Mayhew 6185376838 701 College Rd Lebanon IL 62254 Mr Daniel J Lett Chairman 0 0 X 0 0 0 Mr George W Obernagel Vice Chair 0 0 X 0 0 0 Mr Jamie A Auffenberg Jr Secretary 0 0 X 0 0 0 Mr Thomas E Holloway Treasurer 0 0 X 0 0 0 Mr John L Bailey Board Member 0 0 X 0 0 0 Mr Charles R Caciano Board Member 0 0 X 0 0 0 Ms Barbara M Carstens Board Member 0 0 X 0 0 0 Dr Georgia J Costello Board Member 0 0 X 0 0 0 Mr L Dale Cruse Board Member 0 0 X 0 0 0 Mr Daniel C Dobbins Board Member 0 0 X 0 0 0 Mr Jeff Dosier Board Member 0 0 X 0 0 0 Mr Carl E Draper Board Member 0 0 X 0 0 0 Rev Robert H Edwards Board Member 0 0 X 0 0 0 Mr Michael F Gauble Board Member 0 0 X 0 0 0 Mrs Lucia K S Graham Board Member 0 0 X 0 0 0 Mr Jeff C Lanter Board Member 0 0 X 0 0 0 Ms Jackie I Leemon Board Member 0 0 X 0 0 0 Mr Michael C Marchal Board Member 0 0 X 0 0 0 Mr Edward R McGlynn Board Member 0 0 X 0 0 0 Mr Mark Mestemacher Board Member 0 0 X 0 0 0 Mr Donald L Metzger Board Member 0 0 X 0 0 0 Mr Matthew R Olmsted Board Member 0 0 X 0 0 0 Ms A Maria Page Board Member 0 0 X 0 0 0 Rev Miley E Palmer Board Member 0 0 X 0 0 0 Mr James P Poneta Board Member 0 0 X 0 0 0 Mr Philip R Schwab Board Member 0 0 X 0 0 0 Dr Valerie L Thaxton Board Member 0 0 X 0 0 0 Mr Nicholas I Tropiano Board Member 0 0 X 0 0 0 Mr Mark J Turner Board Member 0 0 X 0 0 0 Rev Sylvester Weatherall Board Member 0 0 X 0 0 0 Rev Edward R Weston Board Member 0 0 X 0 0 0 Dr James M Dennis President 40 0 X 454542 0 29550 Mrs Sally A Mayhew Vice President 40 0 X 131450 0 20909 Dr Christine Bahr Provost 40 0 X 153169 0 14502 Ms Victoria Dowling Senior Vice President 40 0 X 171176 0 21641 Dr Joseph Cipfl Dean of Graduate School 40 0 X 144580 0 21071 Mr Charles Brueggemann Athletic Director 40 0 X 115128 0 22585 Mr Harry Statham Men's Basketball Head Coach 40 0 X 109422 0 18681 Dr Joni Bastian Vice President of Student Affairs 40 0 X 108773 0 12547 1388240 0 161486 11 0 1 0 Sodexo Inc & Affiliates 4880 Payshere Circle Chicago IL 60674 Physical Plant and Food Service 3562168 Locust Hills Village Partnership 220 Savannah Noel Ste 1B O Fallon IL 62269 Rental of housing units 1260600 Byrne & Jones Construction 13940 St Charles Rock Rd Bridgeton MO 63044 Construction 668850 T Bow Inc 200 W St Louis St Lebanon IL 62254 Rental of housing units 355033 Ellucian Inc 62814 Collections Center Drive Chicago IL 60693 Software 281275 15 0 0 0 0 173319 2438356 46720 2611675 Tuition & Fees 611310 51101007 51101007 0 0 Room & Board 611710 8928479 8928479 0 0 1524189 1120105 404084 0 61553675 570359 570359 0 0 0 0 0 0 1161 1161 0 0 40811 17457 0 0 40811 17457 58268 23355 17457 17456 25044298 4805 21916855 0 3127443 4805 3132248 3132248 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14765 12601 2164 0 2164 0 0 0 0 0 0 67929550 64876714 423705 17456 0 0 22904536 22904536 0 0 0 0 636451 0 588042 48409 0 0 0 0 18352185 16505118 1182172 664895 1304945 1143953 105302 55690 2340195 2029794 224611 85790 1297652 1142021 109811 45820 0 0 0 0 182784 0 182784 0 37147 0 37147 0 0 0 0 0 6634 6634 195361 0 195361 0 394706 351957 23377 19372 654988 564058 44743 46187 2320923 1995961 149643 175319 410508 265739 144769 0 576 576 0 0 6324129 6071532 222540 30057 1316441 1288337 15364 12740 0 0 0 0 357317 300520 26353 30444 957300 779172 178128 0 0 0 0 0 3084676 2510699 573977 0 706207 214506 487501 4200 Meals - Board Plan 1465465 1465465 0 0 2067948 1386715 472903 208330 67319074 60920659 4964528 1433887 88708 591889 0 0 2059852 825124 3288902 4561797 0 0 0 0 402518 452408 2377 2529 274846 267314 87580417 41923270 46889185 45657147 34549003 31076236 0 0 0 0 0 0 999345 4323 88554736 83438767 5712786 5577815 0 0 1587141 1773432 20354658 17266130 0 0 0 0 11004139 11533008 0 0 0 38658724 36150385 X 15518124 14579325 11424488 9703344 22953400 23005713 49896012 47288382 88554736 83438767 X 610476 -3155886 0 0 0 -62220 X 1 X 1 X 1 1 1 X 3587766 1809217 3377757 4046223 2611675 15432638 0 0 0 0 0 0 0 0 0 0 0 0 3587766 1809217 3377757 4046223 2611675 15432638 0 15432638 714772 562592 502004 473242 594874 2847484 0 0 0 0 0 0 0 0 0 0 0 0 18280122 281380660 0.84423 0.85058 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37030053 900732 399699 624169 2101655 0 35604660 36769842 910663 634205 959613 325044 0 37030053 30879206 3132529 4102310 794301 549902 0 36769842 28584224 599118 2621826 349359 576603 0 30879206 28224353 889912 -123521 300731 105789 0 28584224 0.15 0.21 0.64 1 0 2525994 0 2525994 67186072 0 27088467 40097605 283184 0 0 283184 17469338 0 14834803 2634535 115829 0 0 115829 45657147 64516083 -3200198 0 0 -17908 -3218106 67734189 195361 0 195361 67929550 67123713 0 0 0 0 0 67123713 195361 0 195361 67319074 Schedule D, Part V, Line 4 The University's endowment consists donor-restricted endowment funds established for various purposes including scholarships and financial aid, faculty and academic programs development, maintenance, and general support. The endowment also includes Board-designated funds for various purposes such as long-term investment, special projects and growth to the endowment. Schedule D, Part XI, Line 2d This amount represents loss in actuarial value of $17,908. 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 following statement is periodically published in the newspaper media: LEGAL NOTICE: Non-Discriminatory policy - In compliance with Title IX of the Education Act Amendment of 1972, Title VII of the 1964 Civil Rights Act, Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act and other federal, state and local equal opportunity laws, and in accordance with our values, McKendree University will not discriminate on the basis of race, religion, gender, ethnic background, age, disability, sexual orientation, or gender expression in any phase of its admissions, financial aid, educational, athletic, or other programs or activities, or in any phase of its employment practices. Schedule E, Part I, Line 6 The University participates in all applicable Federal and State financial aid programs 1 Institutional Financial Aid 1547 22904536 0 Schedule I, Part I, Line 2 The Office of Financial Aid determines eligibility for institutional financial aid based on financial need and/or academic performance. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Dr James M Dennis President 306520 0 0 0 148022 0 26208 0 3342 0 484092 0 0 0 Mrs Sally A Mayhew Vice President 130019 0 0 0 1431 0 12573 0 8336 0 152359 0 0 0 Ms Victoria Dowling Senior Vice President 158532 0 0 0 12644 0 14984 0 6657 0 192817 0 0 0 Dr Christine Bahr Provost 152109 0 0 0 1060 0 13690 0 812 0 167671 0 0 0 Dr Joseph Cipfl Dean of Graduate School 140015 0 0 0 4565 0 12747 0 8324 0 165651 0 0 0 Schedule J, Part I, Line 1a The University owns and maintains an on-campus residence provided for use by the President of the University as a condition of his employment. A Southwestern Illinois Development Authority 371234684 2010-12-30 14000000 Residential Facilities Revenue Bonds - McKendree University 0 0 0 B County of St Clair Illinois 376001924 788705AA9 2004-06-15 6470000 McKendree College Project - Hettenhausen Center for the Arts 0 0 0 C County of St Clair Illinois 376001924 2012-11-16 10000000 Revenue Bonds (McKendree University) Series 2012 - Refunding 0 0 0 A 6214839 0 14009041 650000 0 0 0 0 0 13359041 0 0 2011 0 0 1 1 B 4455000 0 6470000 0 0 0 129400 41526 0 6299074 0 0 2006 0 0 1 1 C 2860000 0 10000000 972000 0 0 200000 0 0 271586 8556414 0 2014 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 Schedule K, Part IV, Line 2c-12/30/2010 14,000,000 Southwestern Illinois Development Authority The arbitrage rebate calculation was completed on October 5, 2015 Schedule K, Part IV, Line 2c-06/15/2004 6,470,000 County of St Clair Illinois The arbitrage rebate calculation was completed on August 1, 2014. X 2 46720 Avg share price on day of gift 0 0 1 0 Form 990, Part VI, Section A, Line 2 Dr. Georgia Costello and Dr. Valerie Thaxton have a business relationship. Form 990, Part VI, Section B, Line 11b The completed 990 was reviewed by the Finance Committee and then made available to the entire Board of Trustees for their review prior to being filed. Form 990, Part VI, Section B, Line 12c At least annually, the policy is reviewed by the Board and all Board members are asked to disclose any conflict of interest. At any time, should a governing board decision involve a party where a potential conflict arrives, the Board member will abstain from voting. Form 990, Part VI, Section B, Line 15 A review of compensation of management officials and senior officers at similar organizations is conducted annually using survey data and Form 990 data from selected comparable organizations. The survey data is presented to and reviewed by the Board Executive Committee prior to determination of compensation. Form 990, Part VI, Section C, Line 19 McKendree University will make a hardcopy of its governing documents, conflict of interest policy, and financial statements available to the public upon written request made to the University. Form 990, Part XI, Line 9 This amount represents loss in actuarial value of $62,220. McKBearcat LLC 1015 Belleville St Lebanon IL 62254 455529308 Operating a public golf club IL 444109 1932095 McKendree University