2013-04-11T10:47:32-07:00 2012-05-31 990 2011-06-01 620475691 MARYVILLE COLLEGE MARY 8659818139 502 E Lamar Alexander Parkway Maryville TN 37804 Dana Smith 8659818139 2013-04-11 2011 2016-03-07 17:11:31Z Dr William T Bogart 502 E Lamar Alexander Parkway Maryville TN 37804 51376028 0 X www.maryvillecollege.edu X 1819 TN Maryville College is an undergraduate, liberal arts, residential community of faith and learning serving students of all ages and backgrounds. We prepare students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice and dedicate a life of creativity and service to the peoples of the world. 35 34 789 201 429938 0 3142476 8565829 39432076 38304781 9749781 1156469 602619 407231 52926952 48434310 17089043 16887627 0 0 14867295 15442282 0 0 980529 12387386 12970479 44343724 45300388 8583228 3133922 132093746 129708416 46092822 44283008 86000924 85425408 Maryville College prepares students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice and dedicate a life of creativity and service to the peoples of the world. 0 0 32981099 16887627 39438543 Higher Education: Maryville College is a four year liberal arts college affiliated with the Presbyterian Church. The institution provides four year degree granting programs. There are 1078 total undergraduates with approximately 75% living on campus. 1499597 0 429938 The Clayton Center for the Arts is a two building complex and plaza located on a part of the Maryville College campus. The buildings are owned by the Industrial Development Board of Blount County and are leased to the City of Maryville and the City of Alcoa. The Cities in turn have an operating agreement with the College to manage and operate the facility. The Center is a place to present outstanding artists, produce worthy art, develop both local artists and their audiences and provide space for the presentation of artistic and cultural events by outside entities. 0 0 0 34480696 1 1 0 0 0 1 0 1 0 1 1 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 1 269 0 1 789 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 1 1 0 X 35 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Julie Ramsey 8659818246 502 E Lamar Alexander Parkway Maryville TN 37804 Ms Elizabeth A Bulette 2 X 0 0 0 Mr G Donald Hickman 2 X 0 0 0 Mr Hulet M Chaney 2 X 0 0 0 Mr J William Johnson 2 X 0 0 0 Mr C Michael Davis Jr 2 X 0 0 0 Mr Ronald Y Koo 2 X 0 0 0 Ms Sherri P Lee 2 X 0 0 0 Dr J Robert Merriman 2 X 0 0 0 Mr Alvin Nance 2 X 0 0 0 Ms Jenny Lind Erwin 2 X 0 0 0 Mr Mark S Ingram 2 X 0 0 0 Dr Timothy A Poole 2 X 0 0 0 Mr Wayne R Kramer 2 X 0 0 0 Mr Steve West 2 X 0 0 0 Mr Jeffrey K Willis 2 X 0 0 0 Dr Bryant L Cureton 2 X 0 0 0 Mr William E Harmon 2 X 0 0 0 Ms Diane HumphreysBarlow 2 X 0 0 0 Mr James N Proffitt 2 X 0 0 0 Dr Kenneth D Tuck 2 X 0 0 0 Ms Nancy B Cain 2 X 0 0 0 Mr Joseph M Dawson 2 X 0 0 0 Mr Rufus B King 2 X 0 0 0 Mr Adriel McCord 2 X 0 0 0 Dr Charles W Mercer 2 X 0 0 0 Ms Virginia K Morrow 2 X 0 0 0 Mr J Douglas Overbey 2 X 0 0 0 Rev William Judson Shaw 2 X 0 0 0 Dr T Bryson Struse III 2 X 0 0 0 Ms Kristine R Tallent 2 X 0 0 0 Dr Taylor C Weatherbee 2 X 0 0 0 Rev Sharon K Youngs 2 X 0 0 0 Dr Michael J Vinciguerra 2 X 0 0 0 Ms Debra Wilson 2 X 0 0 0 Dr William T Bogart 40 X X 255619 0 20286 Mr Dolphus E Henry 40 X 116398 0 0 Mr Dana Smith 40 X 117518 0 10846 Mrs Alta Kemp 40 X 95589 0 0 Holly D Jackson-Ludlow 40 X 88466 0 0 Ms Barbara A Wells 40 X 95455 0 0 Dr Terry Simpson 40 X 100462 0 0 Dr Gerald W Gibson 0 X 41233 0 0 910740 0 31132 4 1 1 0 Hopsaple McCarty Architects Inc 550 West Main Street Knoxville TN 37921 Architects 175006 Hutchison Allgood Company Inc 260 Business Park Drive Winston Salem NC 27107 Printing 267162 TLJ Consulting Group LLC 216 Horn Springs Road Lebanon TN 37087 Consulting 209000 Aramark Services Inc c/o Maryville College 502 E Lamar Alexander Parkway Maryville TN 37804 Food Services 2134871 4 0 0 0 0 1345793 7220036 0 8565829 Tuition and instruction 611310 30240259 30240259 0 0 Residence halls & student 611710 7608122 0 0 7608122 Clayton Center for the Arts 711130 456400 34871 421529 0 0 0 0 0 38304781 1091580 0 0 1091580 0 0 0 0 0 0 0 0 141380 0 0 0 141380 0 141380 0 0 141380 2986808 11400 2905557 27762 81251 -16362 64889 64889 0 0 0 16808 8399 8409 0 8409 0 Campus vending and other 900099 257442 257442 0 0 0 0 0 0 257442 48434310 30597461 429938 8841082 0 0 16887627 16887627 0 0 0 0 869507 407904 373137 88466 0 0 0 0 11473690 9122746 1758338 592606 402437 309877 68414 24146 1752393 540834 1161638 49921 944255 729095 163058 52102 0 0 0 0 45480 0 18242 27238 83767 0 83767 0 0 0 0 0 0 0 0 0 0 0 1276847 1039251 237596 0 187947 100247 87700 0 508694 413182 47277 48235 191394 191394 0 0 0 0 0 0 2192901 464019 1728882 0 771182 737395 22191 11596 0 0 0 0 165775 77519 82254 6002 626023 0 626023 0 0 0 0 0 2197091 114112 2082979 0 59354 0 59354 0 Repairs and maintenance 1012756 475474 534141 3141 Student meals 1471033 1471033 0 0 Supplies 923204 482257 416303 24644 Miscellaneous 1257031 916730 287869 52432 45300388 34480696 9839163 980529 2114877 1995215 120197 120648 5826595 5042502 338341 986456 0 0 0 0 2916072 2763482 15468 37688 2330193 3285184 90814350 35513112 56845297 55301238 0 0 0 0 59534877 55882036 0 0 2051829 4293967 132093746 129708416 2745530 2661872 0 0 33359 82499 36481666 35454995 0 0 0 0 3150894 2276588 0 0 3681373 3807054 46092822 44283008 X 19179007 18281156 22432836 21740828 44389081 45403424 86000924 85425408 132093746 129708416 X 3133922 -3709438 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 389 51 969282 0 1948142 244530 53198030 2190312 1 1 0 20193 0 0 X 0 59158012 969282 -2446780 1948142 244530 99500 55388342 50563650 471382 9724977 1418252 81748 101997 59158012 41805375 4917611 5491377 1043000 457000 150713 50563650 51410793 1871878 -9506359 1161022 664833 145082 41805375 0.04 0.82 0.14 0 0 0 457104 457104 213373 70626921 25172648 45667646 0 7460884 328095 7132789 0 10846340 9317462 1528878 0 1209728 694907 514821 55301238 Private Equity 12134970 F US Equities 14360557 F International Equities 11867630 F Absolute Return 7840177 F Fixed Income 4904690 F Natural Resources 2169231 F REITS 1459416 F Other Investments 1145365 C 55882036 0 Due to the US Government 2074586 Annuities Payable 942892 Student and other deposits 789576 3807054 48434310 45300388 3133922 -3709438 0 0 0 0 -3709438 -575516 44724872 -3709438 0 0 0 -3709438 48434310 0 0 0 48434310 45300388 0 0 0 0 0 45300388 0 0 0 45300388 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The fine art collection is held for public exhibition and/or education. The Maryville College Clayton Center for the Arts has increased the desire and ability to share with the region, art work with educational value. The College's collection consists of two sculptures and one painting at this time. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowed funds of the College are used for student scholarships, buildings maintenance and various programs support. 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 Maryville College posts an institutional disclaimer on its website among other places. It reads: Maryville does not discriminate on the basis of race, color, gender, ethnic or national origin, religion, sexual orientation, age, disability or political beliefs in provisions of educational opportunities and benefits. Pursuant to the requirements of the Title IX of the Education Amendments of 1972, P.L. 92-318; and Section 504 of the Rehabilitation Act of 1973, P.L. 93-112, Maryville College does not discriminate on the basis of sex or handicap in the education programs and activities which it operates. This policy extends to both employment by and admission to the College. SchE_P01_S00_L06 Schedule E, Part I, Line 6 US Department of Education funds are received each year. Title IV funding, PELL, FSEOG, Stafford (subsidized and unsubsidized) Student loans and Parent PLUS loans. We participate in Federal Perkins Loan and Federal Work Study programs. 1 Maryville College Grants and Awards 939 14825505 0 cost N/A Maryville College Direct-Funded Endowed Scholarships 91 275932 0 cost N/A Bonner Scholarships 56 208774 0 cost N/A Maryville College Faculty/Staff/Dependents 25 614270 0 cost N/A Maryville College Tuition Exchange 10 263070 0 cost N/A Maryville College Indirect-Funded Endowed Scholarships 44 700076 0 cost N/A SchI_P01_S00_L02 Schedule I, Part I, Line 2 The Financial Aid office maintains a database of all students, their eligibility for grant funds determined through FASFA and other analytical procedures, the amount awarded and accepted by each student and documentation of verifying data. The College also has an A-133 audit performed each year in addition to the financial statement audit. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Dr William T Bogart 241804 0 0 0 13815 0 0 0 0 0 255619 0 0 0 Dr Gerald W Gibson 17914 0 0 0 0 0 23319 0 0 0 41233 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The spouse of the President accompanies him to conferences and meetings several times during the year. The College pays her travel expenses. The President receives an annual housing allowance of $25000. He receives a vehicle for business and personal use. The annual lease value of the vehicle and the housing allowance are added to his taxable compensation. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The annual collegewide wage increase percentage is approved by the Budget & Audit Committee and the Board of Directors after discussion of local, regional, and national pay increases and other economic issues. These discussions are noted in the minutes of the Budget & Audit Committee meetings. The Executive Committee of the Board of Directors then obtains relevant information from the Human Resources department of the College to determine the President's annual increase. The President's increase is discussed and approved by the Executive Committee of the Board of Directors. The College did not award pay increases to any employees for the year ended May 31, 2012. Health & Education Facilities Board of Blount County Tennessee Series 2009 621192419 2009-12-01 30000000 Revenue refunding bonds 0 0 0 Heealth and Educational Facilities Board of Blount County Tennessee Series 2010 621192419 2010-03-12 6650000 Revenue refunding bonds 0 0 0 0 0 30000000 0 0 0 0 0 0 0 0 0 2009 1 0 1 1 0 0 6650000 0 0 0 0 0 0 0 0 0 2009 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Maryville College's Budget & Audit Committee reviews the annual Form 990 before it is filed. Committee members are encouraged to ask questions of the entries on the form. The form is not signed or submitted to the IRS until the members have had a chance to review it. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Board members are required to complete a conflict of interest form each year. When a possible conflict is noted the Administrative Assistant to the President informs the Treasurer and the Business Office. A potential conflict of interest schedule is created. The schedule is referred to by the Business Office throughout the year. The College's purchasing policy prohibits transactions that may create a conflict of interest. All faculty and staff are reminded of the purchasing policy annually. All new employees are required to complete a conflict of interest form with the Human Resources department. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Annual wage increases are approved by the Budget & Audit Committee and the Board of Directors after discussion and review of analysis of local, regional and national wage increases and other economic issues. These meetings are documented by minutes. Salary increases for the President follow the same process with an additional step of having the Executive Committee of the Board finalizing any increase. No wage increases were awarded to employees during the fiscal year ended May 31, 2012. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Maryville College makes its governing documents, conflict of interest policy and financial statements available to the public either on our website and/or upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gain (loss) on investments