2014-05-14T09:41:38-07:00 2013-06-30 990 2012-07-01 370661219 MCKENDREE UNIVERSITY MCKE 6185376981 701 College Road Lebanon IL 62254 Sally Mayhew 6185376838 2014-05-14 2012 2015-11-30 17:44:51Z Sally Mayhew 701 College Rd Lebanon IL 62254 81213346 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. 30 27 1216 361 462978 -204248 5087766 2096446 51209350 51913635 871251 2725851 10829 117654 57179196 56853586 16376551 17137834 0 0 19931647 20781327 81979 46943 1182656 16733200 17609234 53123377 55575338 4055819 1278248 81432449 84920158 38672460 40446486 42759989 44473672 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 37714502 17137834 44426681 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. 8200780 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. 3421171 0 7444623 AUXILIARY SERVICES: To provide room and board for students at the Lebanon, IL campus. 0 0 0 49336453 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 1 0 1 1 0 0 0 1 0 1 0 0 0 1 4455 0 1216 1 1 1 0 0 0 0 1 1 0 0 0 0 X 30 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Sally A Mayhew 6185376838 701 College Road Lebanon IL 622541291 Mr Daniel C Dobbins 0 0 X 0 0 0 Mr Daniel J Lett 0 0 X 0 0 0 Mr John Bailey 0 0 X 0 0 0 Mr Philip R Schwab 0 0 X 0 0 0 Mr Jamie Auffenberg 0 0 X 0 0 0 Barbara Carstens 0 0 X 0 0 0 Mr Allen Cassens 0 0 X 0 0 0 Mrs Georgia J Costello 0 0 X 0 0 0 Dr L Dale Cruse 0 0 X 0 0 0 Mr Carl E Draper 0 0 X 0 0 0 Rev Robert H Edwards 0 0 X 0 0 0 Dr Paul S Funkhouser 0 0 X 0 0 0 Mr Michael F Gauble 0 0 X 0 0 0 Mrs Lucia K S Graham 0 0 X 0 0 0 Mr Thomas E Holloway 0 0 X 0 0 0 Mr Jeff C Lanter 0 0 X 0 0 0 Dr Carl W Lee II 0 0 X 0 0 0 Jackie Leemon 0 0 X 0 0 0 Michael Marchal 0 0 X 0 0 0 Mr Edward R McGlynn 0 0 X 0 0 0 Mr Donald L Metzger 0 0 X 0 0 0 Mr George W Obernagel III 0 0 X 0 0 0 Rev Miley Palmer 0 0 X 0 0 0 Mr James Poneta 0 0 X 0 0 0 Dr Valerie L Thaxton 0 0 X 0 0 0 Rev Ralph A Totten 0 0 X 0 0 0 Mr Nicholas I Tropiano 0 0 X 0 0 0 Mark Turner 0 0 X 0 0 0 Rev Sylvester Weatherall 0 0 X 0 0 0 Rev Edward R Weston 0 0 X 0 0 0 Dr James M Dennis 40 0 X 396554 0 27061 Mrs Sally A Mayhew 40 0 X 115335 0 11260 Ms Victoria Dowling 40 40 X 156470 0 19990 Mr Joseph Cipfl 40 0 X 130643 0 18320 Mrs Christine Bahr 40 0 X 126545 0 12296 Mr Darrel Hardt 40 0 X 114160 0 8799 Mr Francis Spreng 40 0 X 113299 0 15305 1153006 0 113031 8 0 1 0 Sodexho Inc & Affiliates 4880 Paysphere Circle Chicago IL 60674 Physical Plant and Food Services 3138004 Locust Hills Village Partnership 1002 E Wesley Drive Suite 100 O Fallon IL 62269 Rental of housing units 762720 Holland Construction Services 4495 N Illinois St Swansea IL 62226 Construction 410526 Baer Heating & Cooling 11966 Old US Highway 50 PO Box 21 Trenton IL 62293 Heating & Cooling Repair/Replacement 249021 Engineered Fire Protection 1615 So Kingshighway Blvd St Louis MO 63110 Sprinkler Systems 222663 11 0 0 0 0 211307 1885139 43771 2096446 Tuition and Fees 611310 44215374 44215374 0 0 Room and Board 611710 6531006 6531006 0 0 1167255 799173 368082 0 51913635 539833 539833 0 0 0 0 0 0 21066 21066 0 0 2692 0 0 0 2692 0 2692 1692 1000 0 26477983 7505 24299470 0 2178513 7505 2186018 2186018 0 0 0 154186 60290 93896 0 93896 0 0 56853586 54294162 462978 0 17137834 17137834 1266037 557013 507848 201176 15735154 14092326 1142728 500100 1107223 962966 101867 42390 1508143 1171057 278061 59025 1164770 1015802 104470 44498 0 0 0 0 80493 0 80493 0 65940 0 65940 0 0 0 0 0 46943 46943 178327 0 178327 0 286002 281530 3159 1313 438209 300949 94670 42590 2368059 2012184 209805 146070 292435 185887 105188 1360 950 950 0 0 4847909 4469372 360821 17716 890697 848609 27731 14357 0 0 0 0 312735 251954 21025 39756 1186479 956823 229656 0 0 0 0 0 2960127 2429788 530339 0 707306 148821 549785 8700 Meals - Board Plan 1340005 1340005 0 0 1653561 1172583 464316 16662 55575338 49336453 5056229 1182656 802065 55608 0 0 2352843 2313856 2541547 2810818 0 0 0 0 477947 438632 0 8928 225179 305710 80694794 32932992 45977695 47761802 28167656 30128933 0 0 0 0 0 0 887517 1095871 81432449 84920158 4791959 5107544 0 0 2801187 3008177 26477782 25922372 0 0 0 0 4601532 6408393 0 0 38672460 40446486 X 14675047 14144071 6754489 8636071 21330453 21693530 42759989 44473672 81432449 84920158 X 1278248 0 0 178327 0 257108 X 1 X 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28584224 599118 2621826 349359 576603 0 30879206 28224353 888912 -123521 300731 105789 0 28583224 23131909 1171025 4587169 153586 512164 0 28224353 20729319 174216 2738986 182450 328162 0 23131909 24214127 338121 -3545184 647136 -369391 0 20729319 0.09 0.69 0.22 1 0 2201781 0 2201781 62884296 0 20167627 42716669 152207 0 0 152207 15308298 0 12765365 2542933 148212 0 0 148212 47761802 57110694 315684 0 0 0 315684 56795010 178327 -119751 58576 56853586 55397011 0 0 0 0 0 55397011 178327 0 178327 55575338 SchD_P05_S00_L04 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 endowment funds for various purposes such as long-term investment, special projects and growth to the endowment. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b This amount represents loss in actuarial value of -58,576 and investment management fees of 178,327. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The following statement is periodically published in the newspaper media: LEGAL NOTICE: Non-Discriminatory policy as to STUDENTS - McKendree University admits students of any race, color, gender, age, national or ethnic origin to all the rights, privileges, programs and activity generally accorded or made available to students at the school. It does not discriminate on the basis of race, gender, age, handicap, color, national or ethnic origin in administration of its educational policies, admission policies, assignment of housing, counseling, scholarship and loan programs, and athletic and other school administered programs. SchE_P01_S00_L06 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 46943 -46943 0 46943 -46943 1 Institutional Financial Aid 1321 17137834 0 SchI_P01_S00_L02 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 396554 0 0 0 0 0 48800 0 27061 0 472415 0 0 0 Ms Victoria Dowling 156470 0 0 0 0 0 0 0 19990 0 176460 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a An on-campus residence is provided for the President of the University at which custodial services are provided. A Southwestern Illinois Development Authority 371234684 CUSIPNone 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 CUSIPNone 2012-11-01 10000000 Revenue Bonds (McKendree University) Series 2012 - Refunding 0 0 0 A 1662628 0 14000000 650000 0 0 0 0 0 13350000 0 0 2011 0 0 1 1 B 2595000 0 6470000 0 0 0 129400 41526 0 6299074 0 0 2006 0 0 1 1 C 660000 0 10000000 972000 0 9678924 100000 0 0 271586 0 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 0 0 0 0 0 1 B 0 0 0 0 1 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 Michael Marchal Mr. Marchal, Board Member, is CEO of Holland Construction Services 644352 Holland Construction Services was contracted for additions and renovations at the Melvin Price Convocation Center. They were also contracted to renovate the clubhouse building at The Hills Golf Club at McKendree University 1 Mr Tom Holloway Mr. Holloway, Board Member, is the President of TheBANK of Edwardsville. 506614 Interest and bank fees for the line-of-credit and outstanding long term debt the University has with TheBANK of Edwardsville 0 Mr Don Metzger Mr. Metzger, Board Member, is a legal counsel for TheBANK of Edwardsville. 506614 Interest and bank fees for the line-of-credit and outstanding long term debt the University has with TheBANK of Edwardsville 0 X 1 29571 Average share price on day of donation X Supplies for golf tournament 2 14200 Cost of donated property 0 1 0 F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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 arises the Board member will abstain from voting. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 A review of compensation of management officials and senior officers at similar organizations is conducted 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 McKendree University will make hardcopy of its governing documents, conflict of interest policy, and financial statements available to the public upon written request made to the University. F990_P11_S00_L09 Form 990, Part XI, Line 9 This amount represents unrealized investment gain of $328,709 and loss in actuarial value of -$71,601. MckBearcat LLC 1015 Belleville St Lebanon IL 62254 455529308 Operating a public golf club IL 473321 1711733 McKendree University