2013-02-15T12:57:17-07:00 2012-06-30 990 2011-07-01 370661228 MONMOUTH COLLEGE MONM 3094572124 700 East Broadway Monmouth IL 61462 Donald Gladfelter 3094572124 2013-02-15 2011 2016-03-07 17:11:31Z Mauri Ditzler 700 East Broadway Monmouth IL 61462 69925617 0 X www.monmouthcollege.edu X 1853 IL Private Liberal Arts College that strives to create and sustain an environment that is value-centered, intellectually challenging, aesthetically inspiring, and culturally diverse; and we hold as central to our commitment to liberal arts education and to one another. 40 40 1144 15 0 0 10794175 5285496 44323362 45410891 1250300 5816643 360750 377144 56728587 56890174 18612485 19146372 0 0 16454601 16800966 48339 160247 1488329 14421524 14297721 49536949 50405306 7191638 6484868 191026611 204361853 28619763 40670786 162406848 163691067 As an undergraduate liberal arts college we recognize the close relationship of faculty and students to be fundamental to our learning environment. As a community of learners we strive to create and sustain an environment that is value-centered, intellectually challenging, aesthetically inspiring, and culturally diverse; and we hold as central our commitment to liberal arts education and to one another. 0 0 37973520 0 35867457 Higher Education: Instructional programs-Humanities, Sciences, Social Sciences and other liberal arts programs, Business and Education. Serve approximately 1255 students. Programs include academic departments as well as academic support areas such as library, academic computing, faculty development, etc. This represents tuition and fees. 7712032 0 9543434 Auxiliary services including housing and dining services (1255 students) 0 0 0 45685552 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1515 0 1 1144 1 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Donald Gladfelter 3094572124 700 E Broadway Monmouth IL 61462 Karen Chism 0 X 0 0 0 Nancy Engquist 0 X 0 0 0 Mark Kopinski 0 X 0 0 0 Stanley Pepper 0 X 0 0 0 Douglas Carlson 0 X 0 0 0 Robert Dahl 0 X 0 0 0 Robert McConnell 0 X 0 0 0 William J Goldsborough 0 X 0 0 0 Dan Palmer 0 X 0 0 0 John Scotillo 0 X 0 0 0 Mark Taylor 0 X 0 0 0 William Irelan 0 X 0 0 0 Christine Farr 0 X 0 0 0 Carlos Smith 0 X 0 0 0 Jean Peters Witty 0 X 0 0 0 Dr William M Simpson 0 X 0 0 0 Sandra E Wolf 0 X 0 0 0 Gail Owen 0 X 0 0 0 Nancy Snowden 0 X 0 0 0 Robert Ardell 0 X 0 0 0 Richard Yahnke 0 X 0 0 0 Bradley Nahrstadt 0 X 0 0 0 Frederick Wackerle 0 X 0 0 0 Augustin Hart 0 X 0 0 0 Ralph Velazquez 0 X 0 0 0 Robert Tucker 0 X 0 0 0 Anthony Perzigian 0 X 0 0 0 Daniel Cotter 0 X 0 0 0 Jack Schultz 0 X 0 0 0 William Trubeck 0 X X 0 0 0 David J Byrnes 0 X X 0 0 0 Deborah Davis 40 X 36235 0 7775 Leah McLaren 40 X 25379 0 8863 Gerald Marxman 0 X 0 0 0 Don Capener 0 X 112831 0 15601 Molly Ball 50 X 133346 0 19565 Jacquelyn Heerwagen 50 X 117076 0 14512 Donald Gladfelter 50 X 249422 0 35745 Mauri Ditzler 50 X 222707 0 106951 Omar Correa 50 X 158416 0 19847 David Timmerman 50 X 148626 0 19565 1204038 0 248424 7 0 1 0 Pepper Construction 643 North Orleans Chicago IL 60654 Contractor 13812971 Aramark Campus Dining Service 700 E Broadway Monmouth IL 61462 Dining services 2796579 Stantec Architecture Inc 13980 Collections Ctr Dr Chicago IL 60693 Architect 479383 RuffaloCODY PO Box 3018 Cedar Rapids IA 524063018 Consulting 288497 Per Mar Security Services PO Box 1101 Davenport IA 52805 Security 113462 5 0 0 0 0 162702 5122794 4462591 5285496 Tuition and Fees 611310 35867457 35867457 0 0 Room and Board 611310 9543434 0 0 9543434 0 0 0 0 45410891 1215737 0 0 1215737 0 0 0 0 0 0 0 0 237826 0 0 0 237826 0 237826 0 0 237826 17636349 0 13035443 0 4600906 0 4600906 0 0 4600906 0 139318 0 0 139318 139318 56890174 35867457 0 15737221 19146372 19146372 1258690 285316 826987 146387 12002174 10682186 704583 615405 770771 627633 99851 43287 1875851 1292034 503463 80354 893480 745891 95765 51824 52841 11119 31526 10196 57910 57910 160247 160247 64565 64565 26153 4790 21363 49370 38194 7621 3555 246246 229647 1219 15380 1029967 761683 222815 45469 824713 650245 72352 102116 413226 413226 4715391 4611653 75446 28292 343185 295182 37955 10048 Student Meal Plan Expense 2416409 2416409 0 0 Repairs/Maintenance 686521 662328 24193 0 Printing 372613 241754 73952 56907 Outside Consulting 205269 175122 12575 17572 2793342 2394768 297284 101290 50405306 45685552 3231425 1488329 17181499 20740001 5801968 2237501 1726046 606980 2597541 2527292 230210 200223 494248 328647 156286597 51676422 88699439 104610175 70337645 68996837 250000 438000 3708015 3676197 191026611 204361853 3278039 6185515 2542455 2567137 4439369 4346001 18359900 27572133 0 0 28619763 40670786 X 70413429 85834533 51412276 35668644 40581143 42187890 162406848 163691067 191026611 204361853 X 6484868 -5200649 X 1 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X 0 78623684 1727682 815649 1025162 2374206 0 77767647 66173604 542253 15270379 1057999 2304553 0 78623684 58560042 4144069 6520245 964425 2086327 0 66173604 69543828 1168679 -9098956 920708 2132801 0 58560042 0.05 0.95 0 1 0 10601270 5202513 15803783 0 96251787 35624069 60627718 0 0 0 0 0 16723653 11712095 5011558 0 27507374 4340258 23167116 104610175 56890174 50405306 6484868 -5200649 0 0 0 0 -5200649 1284219 32661682 -5200649 0 0 -19027843 -24228492 56890174 0 0 0 56890174 31377463 0 0 0 0 0 31377463 0 19027843 19027843 50405306 SchD_P03_S00_L01 Schedule D, Part III, Line 1 The College has a permanent art collection displayed within the facilities of the campus and it is insured for approximately $1,710,000. The collection is not reflected in the financial statements. SchD_P03_S00_L04 Schedule D, Part III, Line 4 Various pieces of art and artifacts have been donated to the College and are used to enhance the scholarly research within the institution. This will enhance the College's ability to further our mission of a liberal arts education. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The College uses endowment funds to support a variety of scholarships, prizes, professorships, faculty development, academic departments, plant maintenance and other programs at the College. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Student Assistance SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Student Assistance 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 College recruits nationally and internationally. Admissions and recruiting documents are the best way to make this information known since the general community is very broad. Our policy is on the College's website and in the catalog. Monmouth College is committed to providing equal opportunity to students, prospective students, employees and applicants for employment, and, as such does not discriminate on the basis of race, religion, color, sex, national origin, ancestory, disability, age, marital status, or other factors as prohibited by law in its policies regarding admissions, financial assistance, educational programs, activities and employment. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The College received federal funds which were used for student program entitlements such as Federal Supplemental Educational Opportunity Grants, Pell Grants, Perkins Loans, Federal Work Study, Direct Loans and Illinois State Monetary Awards for students. Europe (including Iceland and Greenland) 0 0 Program Services Academic Program 251085 East Asia and the Pacific 0 1 Program Services Recruitment 11094 0 1 262179 0 0 0 0 0 0 X X X X X X 1 Bentz Wahley Flessner 7251 Ohms Lane Minneapolis MN 55439 Consulting Services 0 0 88247 -88247 Ruffalo Cody PO Box 3018 Cedar Rapids IA 52406 Fundraising 0 0 72000 -72000 0 160247 -160247 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WI WV WY 1 MC Grants to various students 1255 19146372 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The College follows federal and state guidelines and internal non-discriminatory guidelines for institutional funding. Institutional funding is based on need, academic qualifications and institutional program needs and is monitored by the financial aid office. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mauri Ditzler 222707 0 0 0 0 0 76114 0 30837 0 329658 0 0 0 Molly Ball 133346 0 0 0 0 0 10247 0 9318 0 152911 0 0 0 Donald Gladfelter 249422 0 0 0 0 0 30572 0 5173 0 285167 0 100000 0 David Timmerman 148626 0 0 0 0 0 10247 0 9318 0 168191 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Mauri Ditzler (President of the College) is required to live on campus as a condition of his employment. Monmouth Country Club dues are paid by the college and custodial care is provided at his residence. City of Monmouth 376002276 609612AQ9 2005-01-20 6500000 Residence Hall Construction 0 0 0 City of Monmouth 376002276 2011-08-09 10000000 Design, construction & equipping new three-story integrated learning center 0 0 0 0 0 6500000 0 0 0 128922 0 0 6371078 0 0 2005 0 0 1 1 0 0 10000000 10907 0 0 0 10000000 0 2013 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 Dan Palmer College Trustee w/ ownership interest 89557 Tri-City Electric contracts 0 Robert Tucker College Trustee 16056 Consults w/ Sports Camp 1 Mauri Ditzler College President 0 Board Member of Midwest Bank used for College business 0 Augustin Hart College Trustee 0 Board member of Midwest Bank which is used for College business 0 Stanley Pepper Family members of his have ownership interest in Pepper Construction 11559215 Construction contract 0 X 24 4462591 FMV 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The College uses licensed brokers to sell and process stock contributions. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Mauri Ditzler (President of College) and Augustin Hart (Trustee) have a business relationship...both are on the Board of Directors at a local bank which the college utilizes. Dan Palmer (a College Trustee) serves as a sub-contractor for Pepper Construction which the college uses in construction of college property. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Controller prepares the Form 990 and the VP for Finance reviews it. Once it is completed, the 990 is sent to the audit committee for review and approval. Once this review and approval is done, it is sent to all other voting members of the board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All officers and trustees are required to submit a conflict of interest statement to the College on an annual basis. An annual conflict of interest survey is conducted by the corporate secretary. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation for key employees is determined by the compensation committee of the Board of Trustees in conjunction with the College President. Key employees provide annual written self-evaluations to the compensation committee. The VP for Finance provides various survey information for comparable institutions directly to the compensation committee. The compensation committee reviews information with the President and determines compensation levels. Compensation decisions are then provided to the VP for Finance who in turn passes that information to the HR department. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The College makes its governing documents, conflict of interest policy and financial statements available upon request and they are on the College website. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized Gains/Losses on Investments