LINDENWOOD EDUCATION SYSTEM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LINDENWOOD EDUCATION SYSTEM (EIN 43-0652649)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349304722
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:51:33-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430765316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430652649 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDENWOOD COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIND | NameControl |
| Phone | 6369494970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SOUTH KINGSHIGHWAY | AddressLine1 |
| City | ST CHARLES | City |
| State | MO | State |
| ZIP Code | 633011693 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D EVANS | Name |
| Title | PRESIDENT | Title |
| Phone | 6369494970 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT W STEVENS | Name |
| PTIN | P01291820 | PTIN |
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDENWOOD UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES D EVANS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SOUTH KINGSHIGHWAY | AddressLine1 |
| City | ST CHARLES | City |
| State | MO | State |
| ZIP Code | 633011693 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 188760263 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LINDENWOOD.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1853 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1918, LINDENWOOD UNIVERSITY IS A DISTINCTIVE, INDEPENDENT MIDWESTERN UNIVERSITY THAT PRODUCES INFORMED, EFFECTIVE, PRINCIPLED LEADERS FOR A GLOBAL SOCIETY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2598 | TotalNbrEmployees |
| Total Nbr Volunteers | 216 | TotalNbrVolunteers |
| Total Gross UBI | 723904 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -331082 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3950659 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3757270 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 154606242 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 160217022 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3933432 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3607883 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104348 | OtherRevenuePriorYear |
| Other Revenue Current Year | 139312 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 162594681 | TotalRevenuePriorYear |
| Total Revenue Current Year | 167721487 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35467091 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 36056078 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42998998 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 47137070 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 733149 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 61113094 | OtherExpensePriorYear |
| Other Expenses Current Year | 71708712 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 139579183 | TotalExpensesPriorYear |
| Total Expenses Current Year | 154901860 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23015498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12819627 | RevenuesLessExpensesCY |
| Total Assets BOY | 436907980 | TotalAssetsBOY |
| Total Assets EOY | 443316116 | TotalAssetsEOY |
| Total Liabilities BOY | 16780179 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15988008 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 420127801 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 427328108 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LINDENWOOD UNIVERSITY OFFERS VALUES-CENTERED PROGRAMS LEADING TO THE DEVELOPMENT OF THE WHOLE PERSON-AN EDUCATED, RESPONSIBLE CITIZEN OF A GLOBAL COMMUNITY. LINDENWOOD IS COMMITTED TO 1 PROVIDING AN INTEGRATIVE LIBERAL ARTS CURRICULUM 2 OFFERING PROFESSIONAL AND PRE-PROFESSIONAL DEGREE PROGRAMS 3 FOCUSING ON THE TALENTS INTERESTS AND FUTURE OF THE STUDENT 4 SUPPORTING ACADEMIC FREEDOM AND THE UNRESTRICTED SEARCH FOR TRUTH 5 AFFORDING CULTURAL ENRICHMENT TO THE SURROUNDING COMMUNITY 6 PROMOTING ETHICAL LIFESTYLES 7 DEVELOPING ADAPTIVE THINKING AND PROBLEM-SOLVING SKILLS 8 FURTHERING LIFELONG LEARNING. LINDENWOOD IS AN INDEPENDENT, PUBLIC-SERVING, LIBERAL ARTS UNIVERSITY THAT HAS A HISTORICAL RELATIONSHIP WITH THE PRESBYTERIAN CHURCH AND IS FIRMLY ROOTED IN JUDEO-CHRISTIAN VALUES. THESE VALUES INCLUDE BELIEF IN AN ORDERED, PURPOSEFUL UNIVERSE, THE DIGNITY OF WORK, THE WORTH AND INTEGRITY OF THE INDIVIDUAL, THE OBLIGATIONS AND PRIVILEGES OF CITIZENSHIP AND THE PRIMACY OF THE TRUTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 138961114 | Expense |
| Grants | 36056078 | Grants |
| Revenue | 159493118 | Revenue |
| Description | INSTRUCTIONAL AND LIBRARY - FACULTY, LIBRARY AND CURRICULUM EXPENSE FOR STUDENTS EARNING AN UNDERGRADUATE, GRADUATE, EDUCATION SPECIALISTS AND DOCTORAL DEGREES AND AS OF FISCAL YEAR ENDING 6/30/2012, APPROXIMATELY 10,811 FULL-TIME EQUIVALENT STUDENTS. APPROXIMATELY 15,903 STUDENTS WERE SERVED. STUDENT SERVICES - ALONG WITH ADMISSIONS, ACADEMIC SERVICES, AND FINANCIAL AID DEPARTMENTS, LINDENWOOD HAS A STUDENT ACTIVITIES OFFICE THAT SERVES AS A COORDINATING CENTER ON CAMPUS AND WORKS WITH APPROXIMATELY 61 STUDENT CLUBS AND ORGANIZATIONS TO FACILITATE THEIR ACTIVITIES AND PROJECTS. THE ATHLETIC DEPARTMENT HAS 26 NAIA SPORTS FOR MEN AND WOMEN, AS WELL AS, 30 OTHER NATIONALLY AFFILIATED SPORTS. AUXILIARY - STUDENT ROOM AND BOARD AND AS OF FISCAL YEAR 6/30/2012, APPROXIMATELY 4,484 STUDENTS WERE SERVED. | Description |
| Total Program Service Expense | 138961114 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15707 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2598 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID KANDEL | NamePerson |
| Telephone Number | 6369494970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SOUTH KINGSHIGHWAY | AddressLine1 |
| City | ST CHARLES | City |
| State | MO | State |
| ZIP Code | 633011693 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JIM J SHOEMAKE | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| BEN F BLANTON | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN W HAMMOND | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| GRACE HARMON | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICIA AHRENS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN BRAY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JACKIE BROCK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GASPARE CALVARUSO | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NANCY CALVERT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| J MICHAEL CONOYER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID G COSBY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DUANE FLOWERS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JONATHAN FORD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH HUSS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E ISSLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARK ANDREW KERN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT LOWERY SR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH G MATHEWS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DOUG MUELLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MAURICE D NEWBERRY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RONALD W OHMES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RONNIE D OSBORN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONALD PAULE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LUCY D RAUCH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HERB ROACH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JANE CALVERT ROGERS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DALE ROLLINGS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JERRY E SCHEIDEGGER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GARY N SHAW | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RANDALL R SIMONS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK S SULLIVAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICK SULLIVAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES D EVANS | |||||||
| PRESIDENT | 40.00 | X | 368789 | 0 | 12250 | ||
| JERRY M BLADDICK | |||||||
| VICE PRESIDENT | 40.00 | X | 150700 | 0 | 9038 | ||
| RICHARD BOYLE | |||||||
| VICE PRESIDENT | 40.00 | X | 209679 | 0 | 12284 | ||
| LUCY S MORROS | |||||||
| VICE PRESIDENT | 40.00 | X | 124729 | 0 | 7743 | ||
| SUSAN MANGELS | |||||||
| VICE PRESIDENT | 40.00 | X | 0 | 0 | 0 | ||
| JULIE M MUELLER | |||||||
| VICE PRESIDENT | 40.00 | X | 265848 | 0 | 13965 | ||
| JOHN R OLDANI | |||||||
| VICE PRESIDENT | 40.00 | X | 184363 | 0 | 9193 | ||
| JANN WEITZEL | |||||||
| VICE PRESIDENT | 40.00 | X | 152483 | 0 | 11335 | ||
| DAVID KANDEL | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 137005 | 0 | 10564 | ||
| ERIC O STUHLER | |||||||
| LEGAL COUNSEL | 40.00 | X | 124114 | 0 | 9920 | ||
| PETER BEZEMES | |||||||
| DIRECTOR OF FINE & PERF. ARTS | 40.00 | 165890 | 0 | 9880 | X | ||
| EMILIE JOHNSON | |||||||
| PROFESSOR | 40.00 | 147216 | 0 | 14554 | X | ||
| BRADLEY SODERBERG | |||||||
| HEAD MEN'S BASKETBALL | 40.00 | 146744 | 0 | 9783 | X | ||
| MARILYN ABBOTT | |||||||
| ASSOCIATE PROVOST | 40.00 | 129201 | 0 | 10114 | X | ||
| BRETT BARGER | |||||||
| DEAN OF EVENING ADMISSIONS | 40.00 | 134560 | 0 | 14017 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2441321 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 154640 | TotalOtherCompensation |
| Number Individuals GT100 K | 34 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOSPITALITY SERVICES | |||||
| 811 CROMWELL PARK DRIVE SUITE 113 | GLEN BURNIE | MD | 21061 | FOOD SERVICES | 4663681 |
| BLANTON CONSTRUCTION INC | |||||
| 550 TURNER BOULEVARD | ST PETERS | MO | 63376 | CONSTRUCTION | 1852159 |
| MATHENY HEATING & COOLING | |||||
| 6317 OLIVE STREET | ST LOUIS | MO | 63130 | AIR CONDITIONER & HEATING REPAIR SERVICE | 1463919 |
| COMMERCIAL FLOORING INC | |||||
| 8200 EXCHANGE WAY | ST LOUIS | MO | 63144 | FLOORING | 1395865 |
| PYRAMID ELECTRICAL CONTRACTORS INC | |||||
| 300 MONTICELLO PLACE | FAIRVIEW HEIGHTS | IL | 62208 | ELECTRICAL WORK | 1367104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 89 | NumberOfContractorsGT100K |
| Fundraising Events | 80300 | FundraisingEvents |
| Government Grants | 659649 | GovernmentGrants |
| All Other Contributions | 3017321 | AllOtherContributions |
| Noncash Contributions | 1349838 | NoncashContributions |
| Total Contributions | 3757270 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNIVERSITY REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 160217022 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159493118 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 723904 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 160217022 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3341750 | TotalRevenueColumn |
| Exclusion | $3,341,750 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73936 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73936 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73936 | TotalRevenueColumn |
| Exclusion | $73,936 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21258188 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19311422 | Securities |
| Other | 1680633 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1946766 | Securities |
| Other | -1680633 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 266133 | TotalRevenueColumn |
| Exclusion | $266,133 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22650 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80300 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 46721 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -24071 | TotalRevenueColumn |
| Exclusion | -$24,071 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 89447 | TotalRevenueColumn |
| Exclusion | $89,447 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89447 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167721487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159493118 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 723904 | UnrelatedBusinessRevenue |
| Exclusion | $3,747,195 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36056078 | Total |
| Program Services | 36056078 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1882837 | Total |
| Program Services | 863489 | ProgramServices |
| Management And General | 702970 | ManagementAndGeneral |
| Fundraising | 316378 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39154051 | Total |
| Program Services | 36303867 | ProgramServices |
| Management And General | 2599827 | ManagementAndGeneral |
| Fundraising | 250357 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812435 | Total |
| Program Services | 720650 | ProgramServices |
| Management And General | 85485 | ManagementAndGeneral |
| Fundraising | 6300 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2306997 | Total |
| Program Services | 2117216 | ProgramServices |
| Management And General | 168160 | ManagementAndGeneral |
| Fundraising | 21621 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2980750 | Total |
| Program Services | 2694377 | ProgramServices |
| Management And General | 244837 | ManagementAndGeneral |
| Fundraising | 41536 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21264 | Total |
| Management And General | 21264 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252164 | Total |
| Management And General | 252164 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410473 | Total |
| Management And General | 410473 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601862 | Total |
| Program Services | 832968 | ProgramServices |
| Management And General | 768894 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113243 | Total |
| Program Services | 801535 | ProgramServices |
| Management And General | 311708 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3705201 | Total |
| Program Services | 2371329 | ProgramServices |
| Management And General | 1259768 | ManagementAndGeneral |
| Fundraising | 74104 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6783088 | Total |
| Program Services | 5426470 | ProgramServices |
| Management And General | 1356618 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897751 | Total |
| Program Services | 897751 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634612 | Total |
| Program Services | 520382 | ProgramServices |
| Management And General | 101538 | ManagementAndGeneral |
| Fundraising | 12692 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12495325 | Total |
| Program Services | 11620652 | ProgramServices |
| Management And General | 865926 | ManagementAndGeneral |
| Fundraising | 8747 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 765172 | Total |
| Management And General | 765172 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT WORK & LEARN | 13853510 | 12980739 | 872771 | |
| REPAIRS & MAINTENANCE | 8448581 | 5854867 | 2593714 | |
| FOOD SERVICE | 5438991 | 5438991 | ||
| UTILITIES | 4713253 | 4402178 | 309661 | 1414 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10574222 | Total |
| Program Services | 9057575 | ProgramServices |
| Management And General | 1516647 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154901860 | Total |
| Program Services | 138961114 | ProgramServices |
| Management And General | 15207597 | ManagementAndGeneral |
| Fundraising | 733149 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11328747 | BOY |
| EOY | 20515528 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4443095 | BOY |
| EOY | 4130576 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4412201 | BOY |
| EOY | 4451369 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450107 | BOY |
| EOY | 470631 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 843442 | BOY |
| EOY | 1118903 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 368426588 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 85802826 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273400274 | BOY |
| EOY | 282623762 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137087784 | BOY |
| EOY | 125289965 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3331633 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634470 | BOY |
| EOY | 473827 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4307860 | BOY |
| EOY | 909922 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436907980 | BOY |
| EOY | 443316116 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9235003 | BOY |
| EOY | 8601668 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5570806 | BOY |
| EOY | 5499107 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1974370 | BOY |
| EOY | 1887233 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16780179 | BOY |
| EOY | 15988008 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403426416 | BOY |
| EOY | 412463363 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5715944 | BOY |
| EOY | 3876778 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10985441 | BOY |
| EOY | 10987967 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420127801 | BOY |
| EOY | 427328108 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436907980 | BOY |
| EOY | 443316116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12819627 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5619320 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 267926 | RevenuesIncluded |
| Assets In Part X | 4335571 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113331832 | BeginningOfYearBalance |
| Contributions | 1123484 | Contributions |
| Investment Earnings Or Losses | -5099281 | InvestmentEarningsOrLosses |
| Administrative Expenses | 410473 | AdministrativeExpenses |
| End Of Year Balance | 108945562 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86486542 | BeginningOfYearBalance |
| Contributions | 5800042 | Contributions |
| Investment Earnings Or Losses | 21368184 | InvestmentEarningsOrLosses |
| Administrative Expenses | 322936 | AdministrativeExpenses |
| End Of Year Balance | 113331832 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68591943 | BeginningOfYearBalance |
| Contributions | 11725373 | Contributions |
| Investment Earnings Or Losses | 6654442 | InvestmentEarningsOrLosses |
| Administrative Expenses | 485216 | AdministrativeExpenses |
| End Of Year Balance | 86486542 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71753943 | BeginningOfYearBalance |
| Contributions | 13486682 | Contributions |
| Investment Earnings Or Losses | -16418576 | InvestmentEarningsOrLosses |
| Administrative Expenses | 230106 | AdministrativeExpenses |
| End Of Year Balance | 68591943 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.89270 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.10080 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00650 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52071947 | OtherCostOrOtherBasis |
| Book Value | 52071947 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4268865 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 258310519 | OtherCostOrOtherBasis |
| Depreciation | 64018185 | Depreciation |
| Book Value | 198561199 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10142080 | OtherCostOrOtherBasis |
| Depreciation | 3414297 | Depreciation |
| Book Value | 6727783 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29960678 | OtherCostOrOtherBasis |
| Depreciation | 18370344 | Depreciation |
| Book Value | 11590334 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13672499 | OtherCostOrOtherBasis |
| Book Value | 13672499 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 282623762 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $673,153 |
| OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | $27,310 |
| REFUNDABLE U.S. GOVERNMENT STUDENT LOANS | $620,425 |
| PAYABLE TO LIFE ESTATE ANNUITANTS | $566,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1887233 | TotalOfAmounts |
| Total Revenue | 167721487 | TotalRevenue |
| Total Expenses | 154901860 | TotalExpenses |
| Excess Or Deficit For Year | 12819627 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5675325 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 230700 | DonatedServicesAndFacilities |
| Other | -$174,695 | OtherAmount |
| Total Adjustments | -5619320 | TotalAdjustments |
| Excess Or Deficit Per FS | 7200307 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 126046089 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5675325 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 230700 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -5444625 | RevenueNotRptdF990 |
| Revenue Subtotal | 131490714 | RevenueSubtotal |
| Other Revenues Not Included | 36230773 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 36230773 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 167721487 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 118845782 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 118845782 | ExpensesSubtotal |
| Other Expenses Not Included | 36056078 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 36056078 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 154901860 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | PURPOSE FOR LINDENWOOD UNIVERSITY'S COLLECTIONS THE UNIVERSITY HAS OBTAINED OVER THE YEARS BY PURCHASE OR DONATION VARIOUS COLLECTIONS FOR THE HISTORIC DANIEL BOONE HOME AND BOONFIELD VILLAGE. THE MISSION OF THIS HISTORIC SITE IS TO PRESERVE AND PROTECT THE HISTORIC STRUCTURES, COLLECTIONS AND NATURAL RESOURCES THAT COMPRISE THE FACILITY; TO INTERPRET THE EARLY AMERICAN FRONTIER EXPERIENCE IN MISSOURI AS EXEMPLIFIED BY THE BOONE FAMILY AND THEIR CONTEMPORARIES; AND TO PROVIDE A CENTER FOR FULLY INTEGRATED LEARNING ON ALL EDUCATIONAL LEVELS FROM ELEMENTARY THROUGH THE UNIVERSITY LEVEL. THE COLLECTIONS OF THE BOONE HOME EXIST TO PRESERVE THE STORY OF THE BOONE FAMILY AND ITS PLACE IN AMERICAN HISTORY (SPECIFICALLY WITH REGARD TO WESTWARD EXPANSION) AND TO EDUCATE THE PUBLIC AND UNIVERSITY STUDENTS ABOUT THE BOONE FAMILY'S STORY AND THE CHARACTER TRAITS OF THE "AMERICAN PIONEER". THE SECONDARY GOAL OF THE COLLECTIONS IS TO PRESERVE AND EDUCATE THE PUBLIC AND UNIVERSITY STUDENTS ABOUT THE CRAFTS AND TRADES EMPLOYED BY THE PEOPLE OF MISSOURI IN THE 1800S. THE SITE HAS TWO DISTINCT COLLECTIONS: THE BOONE COLLECTION AND THE STUDY AND EDUCATION COLLECTION. | |
| PART V, LINE 4: | THE PERMANENT ENDOWMENT CONSISTS OF DONOR PRINCIPAL RESTRICTED GIFTS THAT THE ANNUAL INCOME MUST BE USED FOR THE FOLLOWING UNIVERSITY EXPENSES. TYPE OF RESTRICTION % PURPOSE GENERAL 2.79 GENERAL OPERATING EXPENSES SCHOLARSHIPS 5.26 DESERVING LINDENWOOD STUDENTS BUILDING AND MAINTENANCE 1.04 BUILDING AND MAINTENANCE EXPENSES OTHER 1.38 DESIGNATED OPERATING EXPENSES (1) QUASI ENDOWMENTS 89.53 TOTAL 100.00 (1) THE QUASI ENDOWMENTS ARE EXTRA FUNDS THAT THE UNIVERSITY HAS SET ASIDE OVER THE LAST 183 YEARS TO PROTECT THE PRINCIPAL AND INCOME DISTRIBUTIONS OF THE PERMANENTLY RESTRICTED ENDOWMENT FUND. ANY REMAINING INCOME IS USED FOR FUNDING INSTITUTIONAL STUDENT AID. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN SPLIT-INTEREST AGREEMENT -174,695. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| RECONCILIATIONS OF REVENUE SCHEDULE D, PART XII LINE 4B SCHOLARSHIPS - 36,056,078 CHANGE IN SPLIT INTEREST AGREEMENT - 174,695 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII LINE 4B SCHOLARSHIPS - 36,056,078 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | ALL ADVERTISEMENTS (I.E. CATALOGS) INCLUDE STATEMENTS RECOMMENDED FOR IRS EXEMPT ORGANIZATIONS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | GOVERNMENTAL AID HAS BEEN RECEIVED THIS YEAR AS FOLLOWS: STUDENT FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION, FEDERAL WORK-STUDY AND FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT PROGRAMS, A TAX INCREMENTAL FINANCE PAYMENT FROM THE CITY OF BELLEVILLE, ILLINOIS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | 0 | 2 | PROGRAM SERVICES | RECRUITING | 44260 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD TUITION | 53522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 97782 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 97782 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: LINDENWOOD HAS CONTRACTED WITH TWO ALUMNI IN PANAMA TO BE PART-TIME INDEPENDENT CONTRACTORS TO HELP THE UNIVERSITY RECRUIT STUDENTS IN THE CENTRAL AMERICA REGION. TOTAL FEES AND ALLOTMENT FOR OFFICE EXPENSES FOR 2011-2012 FISCAL YEAR WAS: ALUMNI ONE: $28,880 ALUMNI TWO: $15,380 TOTAL: $44,260 LINDENWOOD PAID THE UNIVERSITY OF CAEN (LOCATED IN FRANCE) $44,856 IN FOREIGN STUDIES TUITION FOR NINE STUDENTS THAT STUDIED ABROAD DURING THE YEAR. LINDENWOOD PAID THE YORK ST. JOHN UNIVERSITY (LOCATED IN THE UNITED KINGDOM) $8,666 IN FOREIGN STUDIES TUITION FOR ONE STUDENT THAT STUDIED ABROAD DURING THE YEAR. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 102950 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 80300 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22650 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 9296 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15380 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17984 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4061 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 102950 | GrossReceiptsTotal |
| Charitable Contributions Total | 80300 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22650 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 9296 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15380 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17984 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 4061 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46721 | DirectExpenseSummaryEvents |
| Net Income Summary | -24071 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 8129 | NumberOfRecipients |
| Amount Of Cash Grant | 36056078 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART III | Identifier |
| Return Reference | MONITORING POLICY FOR GRANTS AWARDED | ReturnReference |
| Explanation | ALL STUDENT AID AWARD LETTERS ARE PREPARED BY LINDENWOOD COLLEGE'S FINANCIAL AID OFFICE. EACH AWARD LETTER HAS A STATEMENT OF CONDITIONS AND IS SIGNED BY THE STUDENT. THE BUSINESS OFFICE POSTS ALL AID TO THE STUDENT'S ACCOUNT FOR ACADEMIC USAGE. BOTH THE BUSINESS OFFICE AND THE FINANCIAL AID OFFICE MONITOR THESE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES D EVANS | |||||||||||||
| 349145 | 0 | 0 | 0 | 19644 | 0 | 12250 | 0 | 0 | 0 | 381039 | 0 | 0 | 0 |
| JERRY M BLADDICK | |||||||||||||
| 146458 | 0 | 0 | 0 | 4242 | 0 | 7323 | 0 | 1715 | 0 | 159738 | 0 | 0 | 0 |
| RICHARD BOYLE | |||||||||||||
| 205273 | 0 | 0 | 0 | 4406 | 0 | 10264 | 0 | 2020 | 0 | 221963 | 0 | 0 | 0 |
| JULIE M MUELLER | |||||||||||||
| 261287 | 0 | 0 | 0 | 4561 | 0 | 12250 | 0 | 1715 | 0 | 279813 | 0 | 0 | 0 |
| JOHN R OLDANI | |||||||||||||
| 183852 | 0 | 0 | 0 | 511 | 0 | 9193 | 0 | 0 | 0 | 193556 | 0 | 0 | 0 |
| JANN WEITZEL | |||||||||||||
| 144545 | 0 | 0 | 0 | 7938 | 0 | 7227 | 0 | 4108 | 0 | 163818 | 0 | 0 | 0 |
| PETER BEZEMES | |||||||||||||
| 161606 | 0 | 0 | 0 | 4284 | 0 | 8165 | 0 | 1715 | 0 | 175770 | 0 | 0 | 0 |
| EMILIE JOHNSON | |||||||||||||
| 137683 | 0 | 0 | 0 | 9533 | 0 | 7171 | 0 | 7383 | 0 | 161770 | 0 | 0 | 0 |
| BRADLEY SODERBERG | |||||||||||||
| 137233 | 0 | 0 | 0 | 9511 | 0 | 2400 | 0 | 7383 | 0 | 156527 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BLANTON CONSTRUCTION | |||
| OWNER IS A DIRECTOR | 1852159 | CONSTRUCTION LABOR | 0 |
| MIDWEST SERVICE GROUP | |||
| OWNER'S FATHER IS A DIRECTOR | 194674 | ASBESTOS REMOVAL | 0 |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1048800 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8598 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | BUILD. MATERIALS | 4 | 67464 | FAIR MARKET VALUE |
| X | FURN. & FIXTURES | 2 | 176250 | FAIR MARKET VALUE |
| X | EQUIPMENT | 1 | 20628 | FAIR MARKET VALUE |
| X | VARIOUS | 22 | 28098 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | INFORMATION NEEDED TO COMPLETE THE FORM 990 IS COMPILED BY THE ACCOUNTING DEPARTMENT AND THE RETURN IS PREPARED AND SIGNED BY RUBINBROWN LLP. THE COMPLETED 990, INCLUDING REQUIRED SCHEDULES IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | LINDENWOOD UNIVERSITY'S CONFLICT OF INTEREST PROCEDURES ARE AS FOLLOWS: PRIOR TO A BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE PRESIDENT IS FIXED BY A THREE YEAR WRITTEN CONTRACT CONTAINING AN ANNUAL PERCENTAGE INCREASE OVER THE THREE YEAR TERM. NO ADDITIONAL BONUSES, INCENTIVE PAYMENTS, OR OTHER COMPENSATION IS PAID IN ADDITIONAL TO THE CONTRACTUAL SUM. THE AMOUNT OF COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, APPOINTED BY THE CHAIRMAN OF THE BOARD. THIS COMMITTEE CONSISTED OF BOARD MEMBERS WITH VARIOUS PROFESSIONAL, LEGAL, AND BUSINESS BACKGROUNDS. THE COMPENSATION COMMITTEE DETERMINES THE SALARY PARAMETERS BASED ON AN EXTENSIVE REVIEW OF SALARIES AND COMPENSATION PAID PRESIDENTS OF OTHER SIMILARLY SIZED UNIVERSITIES, INCLUDING DATA FROM THE CARNEGIE CLASSIFICATIONS PUBLISHED IN THE CHRONICLE OF HIGHER EDUCATION. NEGOTIATIONS BETWEEN THE COMMITTEE AND THE PRESIDENT LEAD TO A DRAFT CONTRACT THAT IS SUBMITTED TO THE LINDERWOOD UNIVERSITY BOARD OF DIRECTORS EXECUTIVE COMMITTEE FOR REVIEW, COMMENT, AND OVERSIGHT INSTRUCTION. CHANGES, MODIFICATIONS, AND RECOMMENDATIONS FROM THE EXECUTIVE COMMITTEE LEAD TO FURTHER NEGOTIATIONS WITH THE PRESIDENT IN ORDER TO IMPLEMENT THEIR RECOMMENDATIONS. THE FINAL CONTRACT DRAFT IS THEN SUBMITTED TO THE FULL LINDENWOOD UNIVERSITY BOARD OF DIRECTORS FOR APPROVAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC AT THIS TIME. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,675,325. DONATED SERVICES AND USE OF FACILITIES: 230,700. CHANGE IN SPLIT-INTEREST AGREEMENT -174,695. TOTAL TO FORM 990, PART XI, LINE 5: -5,619,320. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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