2016-05-12T14:27:11-05:00 2015-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2014-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2016-05-12 1 RYAN HENRY P01749573 5734426171 2014 2016-08-17 19:52:53Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 61815303 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY PREPARES STUDENTS TO MAKE A DIFFERENCE IN THE WORLD BY EMPHASIZING ACADEMIC AND PROFESSIONAL EXCELLENCE, ETHICAL LEADERSHIP AND SOCIAL RESPONSIBILITY. 38 37 1087 90 164658 -6218 3033981 9707257 41292557 44554786 1085553 1196649 292610 400228 45704701 55858920 12236705 13075826 0 0 18433054 20395698 0 60713 907628 10670473 11759917 41340232 45292154 4364469 10566766 95294929 103677968 13291955 12665092 82002974 91012876 X INSTITUTE OF HIGHER EDUCATION 0 0 13075826 13075826 SCHOLARSHIP PROGRAMS STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 5498245 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 15810707 39290008 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 4155078 5116111 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS 1434051 384237 EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 5589129 5500348 39973907 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 28 0 1 1087 1 1 1 0 0 0 0 0 0 0 0 0 X 38 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULEE SHERMAN 6602486203 411 CENTRAL SQUARE FAYETTE MO 65248 ROBERT T PERRY CHAIRMAN 1.00 X X 0 0 0 NANCY PEACOCK VICE CHAIRMAN 1.00 X X 0 0 0 BRUCE ADDISON SECRETARY 1.00 X X 0 0 0 SHELBY ALEXANDER TRUSTEE 1.00 X 0 0 0 DON ALLEMANN TRUSTEE 1.00 X 0 0 0 ROBERT ANDERSON TRUSTEE 1.00 X 0 0 0 DAVID ATKINS TRUSTEE 1.00 X 0 0 0 RICHARD BAILEY TRUSTEE 1.00 X 0 0 0 DAVE BANDY TRUSTEE 1.00 X 0 0 0 ROBERT BARNES TRUSTEE 1.00 X 0 0 0 JAMES BRYAN TRUSTEE 1.00 X 0 0 0 ROBERT COURTNEY TRUSTEE 1.00 X 0 0 0 RICHARD DAILEY TRUSTEE 1.00 X 0 0 0 JAMES DENNENY TRUSTEE 1.00 X 0 0 0 JOHN DRAKESMITH TRUSTEE 1.00 X 0 0 0 NANCY ELLIS TRUSTEE 1.00 X 0 0 0 NINA FURSTENAU TRUSTEE 1.00 X 0 0 0 KEITH GARY TRUSTEE 1.00 X 0 0 0 ROBERT HAHNE TRUSTEE 1.00 X 0 0 0 TERRY HENDERSON TRUSTEE 1.00 X 0 0 0 DICK HUTCHISON TRUSTEE 1.00 X 0 0 0 TIM JACKMAN TRUSTEE 1.00 X 0 0 0 JANET JACOBS TRUSTEE 1.00 X 0 0 0 IVAN JAMES TRUSTEE 1.00 X 0 0 0 DAVID KERR TRUSTEE 1.00 X 0 0 0 PAUL KING TRUSTEE 1.00 X 0 0 0 RG KIRBY TRUSTEE 1.00 X 0 0 0 BROCK LUTZ TRUSTEE 1.00 X 0 0 0 JAMES MARCHBANK TRUSTEE 1.00 X 0 0 0 KIRK MEYER TRUSTEE 1.00 X 0 0 0 DONNA PUYEAR TRUSTEE 1.00 X 0 0 0 JUDY RETHWISCH TRUSTEE 1.00 X 0 0 0 ELMER REVELLE TRUSTEE 1.00 X 0 0 0 ROBERT SCHNASE TRUSTEE 1.00 X 0 0 0 LOUANN SHANER TRUSTEE 1.00 X 0 0 0 KATHY VIETH TRUSTEE 1.00 X 0 0 0 JB WAGGONER TRUSTEE 1.00 X 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 40.00 X X 216021 0 35078 JULEE SHERMAN VP FOR FINANCE & ADMINISTRATION 40.00 X 129237 0 16881 RITA GULSTAD PROVOST 40.00 X 154838 0 16611 STEPHANIE BRINK ADMINISTRATOR 40.00 X 115424 0 10544 CHAD GAINES ADMINISTRATOR 40.00 X 115737 0 14940 JOSH JACOBS ADMINISTRATOR 40.00 X 117000 0 16167 KEN OLIVER ADMINISTRATOR 40.00 X 131014 0 16619 JOHN FLANDERS PROFESSOR 40.00 X 110617 0 13163 MARIANNE E INMAN FORMER PRESIDENT/TRUSTEE 0.00 X 30000 0 0 1119888 0 140003 8 1 1 0 COIL CONSTRUCTION 209 E BROADWAY COLUMBIA MO 65203 CONSTRUCTION CONTRACTOR 2084637 FRESH IDEAS 1000 W NIFONG 220 COLUMBIA MO 65203 FOOD SERVICE CONTRACTOR 1271194 WORD MARKETING 20 E SOUTHAMPTON 101 COLUMBIA MO 65203 MARKETING CONSULTANT 600197 PECKHAM & WRIGHT 2120 FORUM BLVD COLUMBIA MO 65203 ARCHITECT 369577 JENZABAR PO BOX 55018 BOSTON MA 02284 IT SUPPORT 311717 5 287271 9419986 460580 9707257 TUITION AND FEES 900099 39290008 39290008 AUXILIARY ENTERPRISES 900099 4773416 4773416 BOOKSTORE 451211 491362 326704 164658 44554786 1207569 1207569 15991 0 15991 15991 15991 5945463 5956383 -10920 -10920 -10920 MISCELLANEOUS 900099 384237 384237 384237 55858920 44790356 164658 1196649 13075826 13075826 645529 235175 295435 114919 15340954 13071123 1905367 364464 612029 497899 96127 18003 2656190 1850100 740720 65370 1140996 969721 138146 33129 67488 67488 59789 59789 60713 60713 80240 80240 86967 10413 74863 1691 808275 646142 139208 22925 1785088 1252771 471529 60788 1041895 18205 1023690 694804 480316 155827 58661 52239 32187 18747 1305 328083 318392 9691 1637369 1393523 243846 284770 284770 ALLOCATION OF PLANT EXP 0 2947874 -2947874 MISCELLANEOUS EXPNSES 1239375 1130796 41531 67048 BOARD 1098396 1098396 REPAIRS AND MAINTENANCE 1001788 69302 932486 1493351 875746 578993 38612 45292154 39973907 4410619 907628 21863034 25914023 3067989 3257349 1199140 1090960 240383 241796 66697044 29705920 31066013 36991124 31327475 29942136 5314799 5484067 1216096 756513 95294929 103677968 2584013 2934256 770747 573310 8100000 7547302 1011631 879696 825564 730528 13291955 12665092 X 41670471 48760336 14358965 15882007 25973538 26370533 82002974 91012876 95294929 103677968 X 10566766 -1327050 -229814 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 35906114 657627 -300927 1421000 29000 34812814 31714050 833138 4758926 1372000 28000 35906114 29786431 540509 2847110 1430800 29200 31714050 30865133 712273 -400975 1362200 27800 29786431 26541195 116624 5597314 1362200 27800 30865133 0.01350 0.73030 0.25630 1 0 105368 1768033 1873401 54286524 24705423 29581101 5958805 5000497 958308 4578314 4578314 36991124 PRIVATE EQUITY FUNDS 1996922 F HEDGE FUNDS 3487145 F 5484067 ANNUITIES PAYABLE 143473 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 247048 ACCRUED INTEREST PAYABLE 97277 GOVERNMENT ADVANCES 242730 730528 41145990 -1327050 -13305640 -14632690 55778680 80240 80240 55858920 32136088 0 32136088 80240 13075826 13156066 45292154 PART III, LINE 1A: THE ASHBY HODGE GALLERY OF AMERICAN ART MAINTAINS A COLLECTION OF OIL PAINTINGS, LITHOGRAPHS, DRAWINGS AND ACRYLICS, MAINLY REPRESENTING THE WORK OF AMERICAN REGIONALIST ARTISTS. SPECIAL EXHIBITS ARE SCHEDULED THROUGHOUT THE YEAR. ADJOINING THE GALLERY IS A READING ROOM FEATURING ART CATALOGUES, EXHIBITION BOOKS AND FINE ARTS PERIODICALS. THE GALLERY PROVIDES STUDENTS, EMPLOYEES, AND VISITORS AN EXPOSURE TO A VARIETY OF ART MEDIUMS AND ENHANCES THE LIBERAL ARTS HIGHER EDUCATION EXPERIENCE ON CAMPUS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR SCHOLARSHIPS AND OTHER GENERAL EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -13,075,826. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -229,814. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 13,075,826. 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 RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN PRINT AND ON THE SCHOOL'S WEBSITE. IT IS ALSO OUTLINED IN THE EMPLOYEE HANDBOOK. SCHEDULE E, PART I, LINE 6 FEDERAL PELL, SEOG AND ACG GRANT FUNDS ARE RECEIVED FROM THE DOE FOR QUALIFIED STUDENTS. X X X X X 0 GOSNER GERBER INSTITUTE 1776 LEGACY CIRCLE SUITE 100 NAPERVILLE IL 60563 CONSULTANT 0 0 60713 -60713 60713 -60713 1 FINANCIAL AID 1213 13075826 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH THE FINANCIAL AID AND ADMISSION OFFICES. ANNUAL REVIEW OF QUALIFICATIONS FOR EACH LEVEL OF SCHOLARSHIPS IS DONE AFTER THE SPRING TERM. SATISFACTORY PROGRESS GUIDELINES FROM THE DEPARTMENT OF EDUCATION ARE FOLLOWED FOR ALL STUDENTS RECEIVING ANY TYPE OF SCHOLARSHIP AID. OUR ADVANCEMENT OFFICE ASSIGNS ENDOWED SCHOLARSHIPS. ENDOWED SCHOLARSHIPS (FUNDED INSTITUTIONAL AID) REPRESENTS LESS THAN 20% OF OUR AWARDED SCHOLARSHIPS. X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 215730 0 291 0 0 0 15101 0 19977 0 251099 0 0 0 RITA GULSTAD PROVOST 154838 0 0 0 0 0 8634 0 7977 0 171449 0 0 0 MARIANNE E INMAN FORMER PRESIDENT/TRUSTEE 30000 0 0 0 0 0 0 0 0 0 30000 0 0 0 PART I, LINE 1A THE PRESIDENT'S RESIDENCE IS USED FOR BUSINESS PURPOSES AND TO FURTHER THE MISSION OF CENTRAL METHODIST UNIVERSITY. THE PRESIDENT IS REQUIRED TO RESIDE IN THE RESIDENCE AND HOST MANY EVENTS FOR FACULTY, STAFF, ALUMNI, BOARD MEMBERS, AND OTHERS. PART I, LINE 4A FORMER PRESIDENT AND TRUSTTE MARIANNE INMAN WAS PAID $30,000 IN JANUARY 2015. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF FAYETTE MO 431922364 312591AU4 2012-04-19 8765000 FUNDING NEW AND OLD CAPITAL PROJECTS FOR RESIDENTIAL FACILITIES 0 0 0 A 8765000 115475 175300 501410 6474225 1498590 2014 1 0 0 1 A 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 A 0 MARIANNE INMAN TRUSTEE/PRESIDENT VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 1 101500 EXPERT OPINION X 6 336430 SELLING PRICE X ATHLETIC EQUIPMENT 1 15250 COST X MACHINERY 1 7400 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE AND FINANCE CHAIR REVIEW THE RETURN BEFORE IT IS SUBMITTED. THE RETURN IS THEN MADE AVAILABLE TO THE ENTIRE BOARD ON A SECURE INTERNET PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS ARE DISTRIBUTED TO TRUSTEES AND SENIOR STAFF. THESE ARE REVIEWED BY THE AUDIT COMMITTEE, DISCUSSED AS NEEDED AND REPORTED BACK AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWED COMPARABLE DATA FROM PEER INSTITUTION'S FORM 990'S, SURVEY DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES FOR ALL SENIOR OFFICERS IN MAY 2015. THE DISCUSSION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -229,814. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.