2013-05-13T14:45:40-07:00 2012-06-30 990 2011-07-01 370661219 MCKENDREE UNIVERSITY MCKE 6185376981 701 College Road Lebanon IL 62254 Sally Mayhew 6185376838 2013-05-13 2011 2016-02-24 21:20:13Z Sally Mayhew 701 College Road Lebanon IL 62254 68006004 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. 32 26 1214 356 0 0 3040605 5087766 49270012 51209350 2917915 871251 18349 10829 55246881 57179196 16026013 16376551 0 0 18799801 19931647 73491 81979 1286157 15410404 16733200 50309709 53123377 4937172 4055819 82279410 81432449 42931536 38672460 39347874 42759989 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 36643009 16376551 45532087 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. 7874457 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. 3115223 6719514 AUXILIARY SERVICES: To provide room and board for students at the Lebanon, IL campus. 0 0 0 47632689 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 0 0 0 0 0 0 0 0 0 0 1 4637 0 1214 1 0 0 0 0 0 1 1 0 0 0 0 X 32 26 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 Nicholas I Tropiano 0 X 0 0 0 Jackie Leemon 0 X 0 0 0 Mr Harold G Belsheim 0 X 0 0 0 Mr Daniel C Dobbins 0 X 0 0 0 Rev Robert H Edwards 0 X 0 0 0 Mr Scott J Wilson 0 X 0 0 0 Mr James Eckert 0 X 0 0 0 Mr Michael F Gauble 0 X 0 0 0 Mrs Lucia K S Graham 0 X 0 0 0 Mr Thomas E Holloway 0 X 0 0 0 Mr Jeff C Lanter 0 X 0 0 0 Mr Donald L Metzger 0 X 0 0 0 Rev Miley Palmer 0 X 0 0 0 Rev Sylvester Weatherall 0 X 0 0 0 Mr Allen Cassens 0 X 0 0 0 Mr Jamie Auffenberg 0 X 0 0 0 Mr John Bailey 0 X 0 0 0 Rev Ralph A Totten 0 X 0 0 0 Mr Carl E Draper 0 X 0 0 0 Dr Paul S Funkhouser 0 X 0 0 0 Dr Carl W Lee II 0 X 0 0 0 Mr Lawrence Meggs 0 X 0 0 0 Dr L Dale Cruse 0 X 0 0 0 Mr George W Obernagle III 0 X 0 0 0 Rev Edward R Weston 0 X 0 0 0 Dr John R Dosier 0 X 0 0 0 Mr Daniel J Lett 0 X 0 0 0 Mr Philip R Schwab 0 X 0 0 0 Mr James Poneta 0 X 0 0 0 Dr Valerie L Thaxton 0 X 0 0 0 Mr Edward R McGlynn 0 X 0 0 0 Mrs Georgia J Costello 0 X 0 0 0 Dr James M Dennis 40 X 335092 0 26304 Mrs Sally A Mayhew 40 X 108736 0 10602 Ms Victoria Dowling 40 X 152286 0 19629 Mr Joseph Cipfl 40 X 127454 0 18150 Mrs Christine Bahr 40 X 119494 0 11595 Mr Francis Spreng 40 X 109100 0 15157 Mr Darrel Hardt 40 X 108712 0 7873 1060874 0 109310 9 0 1 0 S M WIlson and Co 2185 Hampton Ave St Louis MO 63139 Construction 15759369 Sodexho Inc & Affiliates 4880 Paysphere Circle Chicago IL 60674 Physical Plant and Food Services 2753263 Locust Hills Village Partnership 1002 E Wesley Drive Suite 100 O Fallon IL 62269 Rental of housing units 740880 Mackey Mitchell Architects 80 St Louis Union Station Number 200 St Louis MO 63103 Architect services 532422 Egyption Stationers Inc 129 West Main St Belleville IL 62220 Furnishings and fixtures 322333 10 0 0 0 0 1289295 3798471 53780 5087766 Tuition and Fees 611310 44242792 44242792 0 0 Room and Board 611710 6195207 6195207 0 0 771351 771351 0 0 51209350 703943 703943 0 0 0 0 0 0 7552 7552 0 0 3277 0 0 0 3277 0 3277 3277 0 0 10991091 3025 10826808 0 164283 3025 167308 167308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57179196 52091430 0 0 0 0 16376551 16376551 0 0 0 0 1215597 617046 410319 188232 0 0 0 0 15260330 13749251 1046333 464746 1147399 971147 121534 54718 1172463 905173 202843 64447 1135858 1001247 95000 39611 0 0 0 0 34869 0 34869 0 70910 0 70910 0 0 0 0 0 81979 81979 197059 0 197059 0 299344 283069 7336 8939 367404 290076 29523 47805 2168570 1872027 120837 175706 230029 187379 41196 1454 1465 1465 0 0 4442738 4385482 23897 33359 1034386 969355 41717 23314 0 0 0 0 369435 253445 53077 62913 1410986 1147271 263715 0 0 0 0 0 2709151 2202808 506343 0 682302 149445 524157 8700 Meals - board plan 1250325 1250325 0 0 1464227 1020127 413866 30234 53123377 47632689 4204531 1286157 2025260 802065 0 0 2240581 2352843 1061888 2541547 0 0 0 0 497665 477947 0 345350 225179 76016499 30038804 42653789 45977695 32501008 28167656 0 0 0 0 0 0 953869 887517 82279410 81432449 6982128 4791959 0 0 1644408 2801187 28055000 26477782 0 0 0 0 6250000 4601532 0 0 42931536 38672460 X 10443753 14675047 7645071 6754489 21259050 21330453 39347874 42759989 82279410 81432449 X 4055819 -643704 X 1 1 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.74 0.17 1 0 1145498 0 1145498 60026713 0 18039247 41987466 116498 0 0 116498 14633216 0 11999557 2633659 94574 0 0 94574 45977695 57179196 53123377 4055819 3849455 0 197059 0 0 4046514 8102333 56338433 -641921 0 0 0 -641921 56980354 197059 1783 198842 57179196 52926318 0 0 0 0 0 52926318 197059 0 197059 53123377 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_P12_S00_L04b Schedule D, Part XII, Line 4b This amount represents loss in actuarial value of -199,568, investment management fees of 197,059, and change in permanently restricted pledge receivable discount of 726. 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 occorded 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 Bantz Whaley Flessner 7251 Ohms Lane Minneapolis MN 55439 Campaign and Development Consultant 0 0 81979 -81979 0 81979 -81979 1 Institutional Financial Aid 906 16376551 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 perfoemance. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Dr James M Dennis 335092 0 0 0 0 0 41517 0 26304 0 402913 0 0 0 Ms Victoria Dowling 152286 0 0 0 0 0 0 0 19629 0 171915 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. Southwestern Illinois Development Authority 371234684 CUSIPNone 2010-12-30 14000000 Residential Facilities Revenue Bonds - Mckendree University 0 0 0 County of St Clair Illinois 376001924 788705AA9 2004-06-15 6470000 McKendree College Project - Hettenhausen Center for the Arts 0 0 0 County of St Clair Illinois 376001924 788705AW1 2004-06-15 12900000 McKendree College Project - Refunding 0 0 0 977218 0 14000000 650000 0 0 0 0 0 13350000 0 0 2011 0 0 0 1 2510000 0 6470000 0 0 0 129400 41256 0 5751672 0 0 2006 0 0 1 1 3405000 0 0 1122510 0 11470613 258000 0 0 0 488770 0 2000 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X Mr Harold Belsheim Mr. Belsheim, Board Member, is a partner in the Locust Hills Village Partnership. 744240 The University rents apartment units for student housing. 1 Mr Jamie Auffenberg Mr. Auffenberg, Board Member is the owner of Auffenberg Auto. 23895 The University purchased a vehicle from Auffenberg Auto. Auffenberg Aust also performs maintenance on some University vehicles and provides assistance with fundraising activities. 1 S M Wilson & Company Mr. Wilson, Board Member, is CEO of S.M. Wilson and Company. 2872588 S.M. Wilson and Company is a construction firm contracted to do construction and renovation work for the University. 1 Gateway Financial Resources Inc Mr. Funkhouser, Board Member, is an Investor and Financial Planner at Gateway Financial Resources, I 100000 Mr. Funkhouser facilitated a $100,000 investment for the University but did not receive any fees paid from the University. 0 Mr Tom Holloway Mr. Holloway, Board Member, is the President of TheBANK of Edwardsville. 565629 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. 565629 Interest and bank fees for the line-of credit and outstanding long-term debt the University has with TheBank of Edwardsville. 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The completed Form 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 institutions. 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, conflictof interest policy, and financial statemewnts available to the public upon written request made to the University. F990_P11_S00_L05 Form 990, Part XI, Line 5 This amount represents unrealized investment loss of -641,921, loss in actuarial value of -199,568, investment management fees of 197,059, and change in permanently restricted pledge receivable discount of 726.