2016-05-12T16:23:45-07:00 2015-06-30 990 2014-07-01 370661219 MCKENDREE UNIVERSITY MCKE 6185376981 701 College Rd Lebanon IL 62254 Sally Mayhew Vice President 6185376838 2016-05-12 2014 2016-08-17 19:52:53Z Sally Mayhew 701 College Rd Lebanon IL 62254 79800488 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. 31 30 1269 381 370809 -266936 6107424 4046223 56719138 61464533 2501834 1761863 98365 39665 65426761 67312284 20854432 22724606 0 0 21797391 22870027 23717 37009 1236552 20100371 20218505 62775911 65850147 2650850 1462137 89743187 88554736 40331838 38658724 49411349 49896012 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 43652442 22724606 53080343 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. 11059319 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. 4784361 0 9127091 AUXILIARY SERVICES: To provide room and board for students at the Lebanon, IL campus. 0 0 0 59496122 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 4398 0 1269 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 30 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 C Dobbins Chairman 0 0 X 0 0 0 Mr Daniel J Lett Vice Chair 0 0 X 0 0 0 Mr John L Bailey Secretary 0 0 X 0 0 0 Mr Philip R Schwab Treasurer 0 0 X 0 0 0 Mr Jamie A Auffenberg Jr 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 Dr L Dale Cruse 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 Thomas E Holloway 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 George W Obernagel 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 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 449945 0 26573 Mrs Sally A Mayhew Vice President 40 0 X 124511 0 19449 Ms Victoria Dowling Senior Vice President 40 0 X 167364 0 20428 Mr Joseph Cipfl Dean of Graduate School 40 0 X 138757 0 19913 Mrs Christine Bahr Provost 40 0 X 144492 0 13750 Dr Francis Spreng Prof of Economics 40 0 X 120586 0 16734 Mr Fred Underwood Assistant Prof of Computing 40 0 X 113730 0 5731 1259385 0 122578 11 0 1 0 Sodexo Inc & Affiliates 4880 Payshere Circle Chicago IL 60674 Physical Plant and Food Service 3694237 Locust Hills Village Partnership 220 Savannah Noel Ste 1B O Fallon IL 62269 Rental of housing units 1072320 Holland Construction Services 4495 N Illinois St Swansea IL 62226 Construction 391274 Ellucian Inc 62814 Collections Center Drive Chicago IL 60693 Software 350681 T Bow Inc 200 W St Louis St Lebanon IL 62254 Rental of housing units 336950 17 0 0 0 0 1610146 2436077 55714 4046223 Tuition & Fees 611310 51470197 51470197 0 0 Room & Board 611710 8709304 8709304 0 0 1285032 946919 338113 0 61464533 468047 468047 0 0 0 0 0 0 3344 3344 0 0 3625 1776 0 0 3625 1776 5401 1850 1776 1775 13724157 2985 12433326 0 1290831 2985 1293816 1293816 0 0 0 85798 54878 30920 0 30920 0 0 67312284 62893477 370809 1775 0 0 22724606 22724606 0 0 0 0 620478 0 572826 47652 0 0 0 0 17851642 16043647 1147379 660616 1269191 1112046 100094 57051 1859985 1502656 276394 80935 1268731 1116389 106492 45850 0 0 0 0 121887 0 121887 0 54042 0 54042 0 0 0 0 0 37009 37009 216522 0 216522 0 292736 273961 12326 6449 597454 531994 24365 41095 2520228 2179768 176837 163623 392894 257224 135666 4 520 520 0 0 6394246 6035119 343721 15406 1238053 1205916 23443 8694 0 0 0 0 414012 340122 27914 45976 962192 787006 175186 0 0 0 0 0 3106180 2540639 565541 0 736452 209947 522305 4200 Meals - Board Plan 1453861 1453861 0 0 1717226 1180701 514533 21992 65850147 59496122 5117473 1236552 2770489 88708 0 0 2220858 2059852 3067252 3288902 0 0 0 0 425560 402518 7475 2377 291375 274846 86000968 39111783 47935612 46889185 31955535 34549003 0 0 0 0 0 0 1069031 999345 89743187 88554736 5792874 5712786 0 0 3376348 1587141 23248955 20354658 0 0 0 0 7913661 11004139 0 0 0 40331838 38658724 X 15228545 15518124 11496451 11424488 22686353 22953400 49411349 49896012 89743187 88554736 X 1462137 -951786 0 0 0 -25688 X 1 X 1 X 1 1 1 X 3040605 3587766 1809217 3377757 4046223 15861568 0 0 0 0 0 0 0 0 0 0 0 0 3040605 3587766 1809217 3377757 4046223 15861568 0 15861568 533728 714772 562592 502004 473242 2786338 0 0 0 0 0 0 0 0 0 0 0 0 18647906 269261277 0.85058 0.8255 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 23131909 1171025 4587169 153586 512164 0 28224353 0.14 0.61 0.25 1 0 2525993 0 2525993 65876935 0 24751362 41125573 244479 0 0 244479 17267798 0 14360421 2907377 85763 0 0 85763 46889185 66118288 -940841 0 0 -36633 -977474 67095762 216522 0 216522 67312284 65633625 0 0 0 0 0 65633625 216522 0 216522 65850147 Schedule D, Part V, Line 4 The University's endowment consists of 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 $36,632. 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 face, gender, disability, age, national origin, religion, 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. X X X X X X X 1 Bentz Whaley Flessner 7251 Ohms Lane Minneapolis MN 55439 Campaign and Development Consultant 0 0 25259 -25259 Blackbaud PO Box 930256 Atlanta GA 31193 Provide database consulting for online fundraising and event registration 0 0 11750 -11750 0 37009 -37009 All States 1 Institutional Financial Aid 1539 22724606 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 1 0 0 0 0 0 0 0 0 Dr James M Dennis President 295212 0 0 0 154733 0 22950 0 3623 0 476518 0 0 0 Ms Victoria Dowling Senior Vice President 154741 0 0 0 12622 0 14618 0 5811 0 187792 0 0 0 Mr Joseph Cipfl Dean of Graduate School 136052 0 0 0 2705 0 12435 0 7477 0 158669 0 0 0 Mrs Christine Bahr Provost 143512 0 0 0 980 0 13024 0 726 0 158242 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. Schedule J, Part I, Line 4 Mr. Fred Underwood - $68,717. 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 5695828 0 14009041 650000 0 0 0 0 0 13359041 0 0 2011 0 0 1 1 B 2855000 0 6470000 0 0 0 129400 41526 0 6299074 0 0 2006 0 0 1 1 C 2105000 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 1 0 0 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 II, Line 3-12/30/2010 14,000,000 Southwestern Illinois Development Authority The total amount of bond proceeds includes $9,041 in investment earnings. Schedule K, Part IV, Line 2c-06/15/2004 6,470,000 County of St Clair Illinois The arbitrage rebate computation was completed on August 1, 2014. Tom Holloway Mr. Holloway, Board Member, was the President of TheBANK of Edwardsville until he retired in 2015. 687696 Interest and bank fees for the line-of-credit, treasury services and outstanding long term debt the University has with TheBANK of Edwardsville 0 X 3 55714 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 $25,688. McKBearcat LLC 1015 Belleville St Lebanon IL 62254 455529308 Operating a public golf club IL 415714 1984152 McKendree University