SOUTHWEST BAPTIST UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST BAPTIST UNIVERSITY (EIN 44-0567385)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-05
- IRS object ID
- 201340959349300804
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-05T12:20:51-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MO | State |
| ZIP Code | 658062523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440567385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST BAPTIST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TARA PARSON | InCareOfName |
| Name Control | SOUT | NameControl |
| Phone | 4173265281 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 UNIVERSITY AVENUE | AddressLine1 |
| City | BOLIVAR | City |
| State | MO | State |
| ZIP Code | 65613 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RON H MAUPIN | Name |
| Title | VP OF UNIVERSITY ADMIN (CFO) | Title |
| Date Signed | 2013-01-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Todd | Name |
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR C PAT TAYLOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 UNIVERSITY AVENUE | AddressLine1 |
| City | BOLIVAR | City |
| State | MO | State |
| ZIP Code | 65613 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47593947 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SBUNIV.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | SBU PROVIDES UNDERGRADUATE AND GRADUATE DEGREES & OFFERS A VARIETY OF ACTIVITIES, SERVICES, AMENITIES & SCHOLARSHIPS TO STUDENTS TO PREPARE SERVANT LEADERS IN A GLOBAL SOCIETY IN A CHRIST-CENTERED ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1427 | TotalNbrEmployees |
| Total Nbr Volunteers | 51 | TotalNbrVolunteers |
| Total Gross UBI | 16984 | TotalGrossUBI |
| Contributions Grants Prior Year | 6321460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4471172 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31391528 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32685858 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 695684 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1683287 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 119043 | OtherRevenuePriorYear |
| Other Revenue Current Year | -148702 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38527715 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38691615 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 760074 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1076466 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21364188 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22050582 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 118321 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 123088 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 884265 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14058782 | OtherExpensePriorYear |
| Other Expenses Current Year | 14117899 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36301365 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37368035 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2226350 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1323580 | RevenuesLessExpensesCY |
| Total Assets BOY | 72744588 | TotalAssetsBOY |
| Total Assets EOY | 70739772 | TotalAssetsEOY |
| Total Liabilities BOY | 31101870 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30062157 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41642718 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40677615 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHRIST-CENTERED, CARING ACADEMIC COMMUNITY PREPARING STUDENTS TO BE SERVANT LEADERS IN A GLOBAL SOCIETY; A HIGHER EDUCATION INSTITUTION OFFERING COURSES THAT LEAD TO BOTH UNDERGRADUATE AND GRADUATE DEGREES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17358463 | Expense |
| Revenue | 23632313 | Revenue |
| Description | THE ORGANIZATION PROVIDES UNDERGRADUATE AND GRADUATE DEGREES IN MANY PROGRAMS OF STUDY. SEE SCHEDULE O FOR MORE INFORMATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7708511 | Expense |
| Revenue | 637737 | Revenue |
| Description | THE ORGANIZATION OFFERS A VARIETY OF ACTIVITIES AND SERVICES. SEE SCHEDULE O FOR MORE INFORMATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6031809 | Expense |
| Revenue | 6690574 | Revenue |
| Description | THE ORGANIZATION PROVIDES AMENITIES FOR STUDENTS THROUGH ITS AUXILIARY ENTERPRISES, INCLUDING DINING, DORMITORIES, A CONFERENCE CENTER, AND A SPORTS CENTER. SEE SCHEDULE O FOR MORE INFORMATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1532533 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1076466 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1671340 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 32631316 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 146 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1427 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TARA PARSON | NamePerson |
| Telephone Number | 4173281520 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 UNIVERSITY AVENUE | AddressLine1 |
| City | BOLIVAR | City |
| State | MO | State |
| ZIP Code | 65613 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 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 |
|---|---|---|---|---|---|---|---|
| MARK RAINS | |||||||
| CHAIR | 1.0 | X | X | 0 | 0 | 0 | |
| PHIL FRANZ | |||||||
| VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | |
| SYNDEE CHASE | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| BERNIECE HAMILTON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BILL BOLERJACK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| CARY SUMMERS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| CLYDE ELDER | |||||||
| TRUSTEE, BEGINNING 01/12 | 1.0 | X | 0 | 0 | 0 | ||
| DAVID BENNETT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID MASON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DON FAHRNI | |||||||
| TRUSTEE, ENDING 12/11 | 1.0 | X | 0 | 0 | 0 | ||
| DON JUMP | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ED HAMILTON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GARY BROWN | |||||||
| TRUSTEE, ENDING 12/11 | 1.0 | X | 0 | 0 | 0 | ||
| GARY URICH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JERRY DUDLEY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JERRY WILLIAMS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JIM EVANS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LARRY PAYTON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MARCY CARTER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| NEIL FRANKS | |||||||
| TRUSTEE, ENDING 12/11 | 1.0 | X | 0 | 0 | 0 | ||
| RANDY JOHNSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| REBECCA RANDLES | |||||||
| TRUSTEE, BEGINNING 01/12 | 1.0 | X | 0 | 0 | 0 | ||
| RICK MOORE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RONDA MILLER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RYAN PALMER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WAYNE GOTT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WAYNE HUTCHINS | |||||||
| TRUSTEE, BEGINNING 01/12 | 1.0 | X | 0 | 0 | 0 | ||
| BILLY RUSSELL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| C PAT TAYLOR | |||||||
| PRESIDENT (CEO) | 40.0 | X | 188123 | 0 | 70721 | ||
| RONALD MAUPIN | |||||||
| VP OF UNIVERSITY ADMIN (CFO) | 40.0 | X | 123471 | 0 | 17102 | ||
| WILLIAM P BROWN | |||||||
| PROVOST | 40.0 | X | 119276 | 0 | 16450 | ||
| STEPHANIE A MILLER | |||||||
| VP OF ENROLLMENT MGMT | 40.0 | 115557 | 0 | 16041 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 546427 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 120314 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| FRESH IDEAS MGMT LLC | |
| FOOD SERVICE | 1415660 |
| KILLIAN CONSTRUCTION CO | |
| CONSTRUCTION | 1001084 |
| SOUTHWEST AUDIO-VISUAL SYSTEMS | |
| TECHNOLOGY | 215882 |
| CITIZENS MEMORIAL HOSPITAL | |
| MEDICAL SERVICES | 204292 |
| DATATEL INC | |
| SOFTWARE SERVICES | 184248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Membership Dues | 11500 | MembershipDues |
| Related Organizations | 1263796 | RelatedOrganizations |
| Government Grants | 595929 | GovernmentGrants |
| All Other Contributions | 2599947 | AllOtherContributions |
| Noncash Contributions | 57397 | NoncashContributions |
| Total Contributions | 4471172 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 25040018 | 25040018 | |
| FOOD SERVICE | 722320 | 2857335 | 2857335 | |
| STUDENT HOUSING | 721310 | 3076122 | 3076122 | |
| FITNESS CENTER | 713940 | 463589 | 409695 | 53894 |
| OTHER PROGRAM SERVICE REVENUE | 611600 | 1248794 | 1248794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32685858 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 630387 | TotalRevenueColumn |
| Exclusion | $630,387 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43992 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 80902 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -36910 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -36910 | TotalRevenueColumn |
| Unrelated Business Revenue | -36910 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9874330 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8813535 | Securities |
| Other | 7895 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1060795 | Securities |
| Other | -7895 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1052900 | TotalRevenueColumn |
| Exclusion | $1,052,900 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GAIN (LOSS) ON FUNDS HELD IN TRUST | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -111792 | TotalRevenueColumn |
| Exclusion | -$111,792 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -111792 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38691615 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32631964 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16984 | UnrelatedBusinessRevenue |
| Exclusion | $1,571,495 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076466 | Total |
| Program Services | 1076466 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501993 | Total |
| Program Services | 137528 | ProgramServices |
| Management And General | 276874 | ManagementAndGeneral |
| Fundraising | 87591 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16618907 | Total |
| Program Services | 14988765 | ProgramServices |
| Management And General | 1232684 | ManagementAndGeneral |
| Fundraising | 397458 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1308878 | Total |
| Program Services | 1130341 | ProgramServices |
| Management And General | 146994 | ManagementAndGeneral |
| Fundraising | 31543 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2505382 | Total |
| Program Services | 2246845 | ProgramServices |
| Management And General | 195469 | ManagementAndGeneral |
| Fundraising | 63068 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115422 | Total |
| Program Services | 957212 | ProgramServices |
| Management And General | 126797 | ManagementAndGeneral |
| Fundraising | 31413 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30456 | Total |
| Management And General | 30456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64720 | Total |
| Management And General | 64720 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123088 | Total |
| Fundraising | 123088 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Management And General | 8000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1982090 | Total |
| Program Services | 1955398 | ProgramServices |
| Management And General | 26568 | ManagementAndGeneral |
| Fundraising | 124 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290183 | Total |
| Program Services | 225955 | ProgramServices |
| Management And General | 57657 | ManagementAndGeneral |
| Fundraising | 6571 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2319549 | Total |
| Program Services | 1910767 | ProgramServices |
| Management And General | 321426 | ManagementAndGeneral |
| Fundraising | 87356 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831919 | Total |
| Program Services | 582796 | ProgramServices |
| Management And General | 249022 | ManagementAndGeneral |
| Fundraising | 101 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2576637 | Total |
| Program Services | 2463684 | ProgramServices |
| Management And General | 110209 | ManagementAndGeneral |
| Fundraising | 2744 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1315858 | Total |
| Program Services | 1269685 | ProgramServices |
| Management And General | 32025 | ManagementAndGeneral |
| Fundraising | 14148 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275196 | Total |
| Program Services | 241981 | ProgramServices |
| Management And General | 19022 | ManagementAndGeneral |
| Fundraising | 14193 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402350 | Total |
| Management And General | 402350 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2616092 | Total |
| Program Services | 2364917 | ProgramServices |
| Management And General | 227534 | ManagementAndGeneral |
| Fundraising | 23641 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341808 | Total |
| Program Services | 265761 | ProgramServices |
| Management And General | 75735 | ManagementAndGeneral |
| Fundraising | 312 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 526213 | 526213 | ||
| STUDENT ATHLETIC MED CARE | 190349 | 190349 | ||
| BOND ISSUANCE AMORTIZATION | 186775 | 186775 | ||
| DUES AND MEMBERSHIPS | 159704 | 96653 | 62137 | 914 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37368035 | Total |
| Program Services | 32631316 | ProgramServices |
| Management And General | 3852454 | ManagementAndGeneral |
| Fundraising | 884265 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881641 | BOY |
| EOY | 530285 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150523 | BOY |
| EOY | 184 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1268959 | BOY |
| EOY | 1227407 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1497930 | BOY |
| EOY | 1397100 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5827280 | BOY |
| EOY | 5728935 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189971 | BOY |
| EOY | 150641 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827682 | BOY |
| EOY | 849074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71727716 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32398995 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40223151 | BOY |
| EOY | 39328721 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19865894 | BOY |
| EOY | 19652237 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2011557 | BOY |
| EOY | 1875188 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72744588 | BOY |
| EOY | 70739772 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775882 | BOY |
| EOY | 9690112 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2613863 | BOY |
| EOY | 2607474 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370350 | BOY |
| EOY | 675690 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12188018 | BOY |
| EOY | 11197846 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4542353 | BOY |
| EOY | 4502291 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611404 | BOY |
| EOY | 1388744 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31101870 | BOY |
| EOY | 30062157 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25476494 | BOY |
| EOY | 24821836 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4985494 | BOY |
| EOY | 4337609 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11180730 | BOY |
| EOY | 11518170 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41642718 | BOY |
| EOY | 40677615 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72744588 | BOY |
| EOY | 70739772 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1323580 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2288683 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,101 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,106 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 3207 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DIRECT CONTACT ACTIVITIES | FORM 990, SCHEDULE C, PART II-B, LINE 1G | THE ORGANIZATION ADVOCATED FOR MISSOURI ACCESS FUNDING, WHICH IS A GRANT THAT PROVIDES NEED-BASED AID FOR STUDENTS GRADUATING FROM MISSOURI HIGH SCHOOLS THAT ATTEND COLLEGES AND UNIVERSITIES IN THE STATE OF MISSOURI. |
| OTHER ACTIVITIES | FORM 990, SCHEDULE C, PART II-B, LINE 1I | THE UNIVERSITY PAYS MEMBERSHIP DUES TO TWO SEPARATE ORGANIZATIONS THAT HAVE A PORTION OF THOSE DUES WHICH MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. ONE SUCH ORGANIZATION IS THE INDEPENDENT COLLEGES AND UNIVERSITIES OF MISSOURI (ICUM) FOR WHICH ANNUAL DUES OF $9,000 WERE PAID. OF THOSE DUES, THE ORGANIZATION REPORTS THAT 20%, OR $1,800, WERE USED IN LOBBYING-RELATED ACTIVITIES. THE SECOND ORGANIZATION IS THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU). THE ANNUAL DUES PAID WERE $5,102 OF WHICH 6%, OR $306, WERE USED IN LOBBYING-RELATED ACTIVITIES. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 0 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 0 | AggregateDAFValue |
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17917793 | BeginningOfYearBalance |
| Contributions | 512286 | Contributions |
| Investment Earnings Or Losses | -147091 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 465401 | GrantsOrScholarships |
| Other Expenditures | 155507 | OtherExpenditures |
| End Of Year Balance | 17662080 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13270225 | BeginningOfYearBalance |
| Contributions | 2158852 | Contributions |
| Investment Earnings Or Losses | 2997299 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 321784 | GrantsOrScholarships |
| Other Expenditures | 186799 | OtherExpenditures |
| End Of Year Balance | 17917793 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10969949 | BeginningOfYearBalance |
| Contributions | 882573 | Contributions |
| Investment Earnings Or Losses | 1855634 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 362073 | GrantsOrScholarships |
| Other Expenditures | 75858 | OtherExpenditures |
| End Of Year Balance | 13270225 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14198318 | BeginningOfYearBalance |
| Contributions | 449549 | Contributions |
| Investment Earnings Or Losses | -3152821 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 403035 | GrantsOrScholarships |
| Other Expenditures | 122062 | OtherExpenditures |
| End Of Year Balance | 10969949 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32970 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.58870 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08160 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1047339 | OtherCostOrOtherBasis |
| Book Value | 1047339 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 100000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 53397095 | OtherCostOrOtherBasis |
| Depreciation | 20946368 | Depreciation |
| Book Value | 32550727 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9893384 | OtherCostOrOtherBasis |
| Depreciation | 6786024 | Depreciation |
| Book Value | 3107360 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7289898 | OtherCostOrOtherBasis |
| Depreciation | 4666603 | Depreciation |
| Book Value | 2623295 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39328721 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Asset Retirement Obligation | $48,030 |
| Annuity & Trust Obligations | $1,084,084 |
| Funds Held for Others | $256,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1388744 | TotalOfAmounts |
| Total Revenue | 38691615 | TotalRevenue |
| Total Expenses | 37368035 | TotalExpenses |
| Excess Or Deficit For Year | 1323580 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1722543 | NetUnrealizedGLOnInvestments |
| Other | -$566,140 | OtherAmount |
| Total Adjustments | -2288683 | TotalAdjustments |
| Excess Or Deficit Per FS | -965103 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35940273 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1722543 | NetUnrealizedGainsInvestments |
| Other Revenues | -1117596 | OtherRevenues |
| Revenue Not Rptd F990 | -2840139 | RevenueNotRptdF990 |
| Revenue Subtotal | 38780412 | RevenueSubtotal |
| Other Revenues Not Included | -88797 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -88797 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38691615 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 36409499 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 117930 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 117930 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36291569 | ExpensesSubtotal |
| Other Expenses Not Included | 1076466 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1076466 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37368035 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DONOR ADVISED FUNDS | FORM 990, SCHEDULE D, PART I, LINES 5 & 6 | THE ONLY DONOR ADVISED FUND STILL BEING REPORTED AT THE BEGINNING OF THE FISCAL YEAR WAS UNDER THE DIRECTION OF THE DONOR FAMILY, BUT THE FAMILY WAS ADVISED THAT NO DONOR DISTRIBUTIONS WOULD OCCUR TO STUDENTS UNTIL TOTAL CONTROL OF THE INVESTED AMOUNTS WAS GIVEN TO THE INVESTMENT COMMITTEE. THIS DONOR ADVISED FUND WAS TRANSFERRED INTO THE ENDOWMENT DURING THE YEAR AND THE ORGANIZATION HAD NO DONOR ADVISED FUNDS AS OF 5/31/12. |
| INTENDED USE OF ENDOWMENT FUNDS | FORM 990, SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT CONSISTS OF APPROXIMATELY 350 INDIVIDUAL FUNDS AND IS INTENDED TO GENERATE INVESTMENT RETURNS TO BE USED TO SUPPORT PROGRAM SERVICES, FACILITIES, AND STUDENT AID. RETURNS IN EXCESS OF THE 5% UNIVERSITY SPENDING POLICY ARE TO BE USED TO GROW THE ENDOWMENT. |
| UNCERTAIN TAX POSITIONS | FORM 990, SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER RECONCILING CHANGE IN NET ASSETS | FORM 990, SCHEDULE D, PART XI, LINE 8 | $( 29,133) ACTUARIAL LOSS ON ANNUITY AGREEMENTS ( 495,877) NET LOSS ON OTHER POSTRETIREMENT PLANS ( 41,130) ACTUARIAL LOSS ON TRUST OBLIGATIONS -------------- $( 566,140) NET ADJUSTMENT |
| OTHER REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 | FORM 990, SCHEDULE D, PART XII, LINE 2D | $( 1,076,466) SCHOLARSHIPS ( 41,130) ACTUARIAL LOSS ON TRUST OBLIGATIONS -------------- $( 1,117,596) NET ADJUSTMENT |
| OTHER REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 | FORM 990, SCHEDULE D, PART XII, LINE 4B | $( 7,895) LOSS ON DISPOSAL OF FIXED ASSETS ( 80,902) RENTAL EXPENSES RECLASSED -------------- $( 88,797) NET ADJUSTMENT |
| OTHER EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | FORM 990, SCHEDULE D, PART XIII, LINE 2D | $ 7,895 LOSS ON DISPOSAL OF FIXED ASSETS 80,902 RENTAL EXPENSES RECLASSED 29,133 ACTUARIAL LOSS ON ANNUITY AGREEMENTS -------------- $ 117,930 NET ADJUSTMENT |
| OTHER EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1 | FORM 990, SCHEDULE D, PART XIII, LINE 4B | $ 1,076,466 SCHOLARSHIPS |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PUBLICIZED NONDISCRIMINATORY POLICY | Identifier |
| Return Reference | FORM 990, SCHEDULE E, LINE 3 | ReturnReference |
| Explanation | STATED IN SCHOOL'S CATALOG AND IN SBU LIFE (ALUMNI PUBLICATION) | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|
| JACK HAYES | SEE PART IV | true | 39757 |
| CARL W SINGER | SEE PART IV | true | 36000 |
| GRANVILLE H WATSON JR | SEE PART IV | true | 35331 |
| STEPHEN M WHISLER | SEE PART IV | true | 12000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 123088 | TotalRetainedByContractors |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INDIVIDUAL FUNDRAISERS' TYPE OF ACTIVITY | SCHEDULE G, PART I, LINE 2B, COLUMN II | THESE FUNDRAISERS PERFORM TRADITIONAL FUNDRAISING ACTIVITIES INCLUDING BUILDING RELATIONSHIPS WITH POTENTIAL DONORS AND ENCOURAGING THEM TO SUPPORT THE UNIVERSITY FINANCIALLY. |
| FUNDRAISERS | SCHEDULE G, PART I, LINE 2B, COLUMN III | WHILE PERFORMING DONOR VISITS, ON AN INFREQUENT BASIS, THE DONORS WILL GIVE CHECKS DIRECTLY TO THE FUNDRAISERS UNTIL THE FUNDRAISER RETURNS TO THE UNIVERSITY. THESE FUNDRAISERS HAVE NO AUTHORITY TO DEPOSIT, DIRECT THE USE OF, OR USE THE FUNDS, AND HAVE ONLY TEMPORARY POSSESSION OF THESE FUNDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 676 | NumberOfRecipients |
| Amount Of Cash Grant | 1076466 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING OF GRANT USE | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS ARE APPLIED TO STUDENT ACCOUNTS AFTER VERIFYING ENROLLMENT STATUS ON AN INDIVIDUAL BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | C PAT TAYLOR | NamePerson |
| Base Compensation Filing Org | 172123 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 16000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 17166 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 53555 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 258844 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE BENEFITS | FORM 990, SCHEDULE J, PART I, LINE 1A | THE ORGANIZATION PROVIDES TRAVEL FOR COMPANIONS, USE OF A UNIVERSITY HOUSE AND PERSONAL SERVICES TO THE PRESIDENT. NONE ARE INCLUDED IN TAXABLE COMPENSATION. SOCIAL CLUB DUES ARE ALSO PROVIDED TO THE PRESIDENT AND ARE INCLUDED IN TAXABLE COMPENSATION. |
| REIMBURSEMENT POLICIES | FORM 990, SCHEDULE J, PART I, LINE 1B | THERE ARE NO WRITTEN POLICIES FOR THE BENEFITS PROVIDED IN LINE 1A BECAUSE THEY ARE PROVIDED FOR THE PRESIDENT ONLY AND ARE NONTAXABLE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 431178966 | IssuerEIN |
| CUSIP Number | 606901P34 | CUSIPNumber |
| Date Issued | 2003-07-16 | DateIssued |
| Issue Price | 8000000 | IssuePrice |
| Description Of Purpose | RENOV & CONSTR/REFUND LOAN-2/27/02 | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 8018747 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 139400 | IssuanceCostsFromProceeds |
| Credit Enhancement | 72061 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 5422035 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BOND ISSUES | SCHEDULE K, PART I, SUBPART A | HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI, VARIABLE RATE DEMAND EDUCATIONAL FACILITIES REVENUE BONDS (SOUTHWEST BAPTIST UNIVERSITY PROJECT), SERIES 2003. |
| TOTAL PROCEEDS | SCHEDULE K, PART II, LINE 3 | TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS WITH ISSUE PRICE OF $8,000,000 REPORTED ON SCHEDULE K, PART 1, LINE A, COLUMN (E). |
| REFUNDING PROCEEDS | SCHEDULE K, PART II, LINE 6 | $2,365,251 OF BOND PROCEEDS WERE USED ON THE ISSUE DATE OF THE BONDS (07/16/03) TO REFUND, IN FULL, A COMMERCIAL BANK LOAN PREVIOUSLY INCURRED FOR THE PROJECT. THEREFORE, ALL BOND PROCEEDS ATTRIBUTABLE TO THE CURRENT REFUNDING WERE DISBURSED ON THE ISSUE DATE AND NO REFUNDING OR DEFEASANCE ESCROW WAS ESTABLISHED WITH RESPECT TO THE BONDS. |
| PROCEDURES TO UNDERTAKE CORRECTIVE ACTION | SCHEDULE K, PART V | THE UNIVERSITY RECOGNIZED THAT SUCH A STATEMENT/PROCEDURE NEEDED TO BE IN PLACE, SO THAT WHEN THE EXISTING TAX EXEMPT BONDS WERE REFINANCED BY A NEW ISSUE SUBSEQUENT TO MAY 31, 2012, SUCH WRITTEN PROCEDURES WERE ADOPTED BY THE BOARD OF TRUSTEES AND ARE NOW IN PLACE WITH THE NEW TAX EXEMPT BOND ISSUE. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 349 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2405 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PRICING GUIDE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 43810 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1265 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUDIO CD'S | 2 | 9000 | FMV |
| X | TEAM PHOTOS | 1 | 260 | FMV |
| X | CONCRETE | 1 | 108 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS LISTED IS DETERMINED BY NUMBER OF INDIVIDUAL CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINES 4A, 4B, 4C & 4D | 4A) SOUTHWEST BAPTIST UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION OFFERING COURSES THAT LEAD TO BOTH UNDERGRADUATE AND GRADUATE DEGREES. STUDENTS MAY CHOOSE FROM 46 PROGRAMS OF STUDY AS THEY PURSUE A LIBERAL ARTS BASED, CAREER-ORIENTED EDUCATION. STUDENTS ARE ELIGIBLE TO GRADUATE WITH A B.A., B.S., B.S.N, B.M., B.A.S, A.A., A.A.S., A.S.N., AND A.S. DEGREE. GRADUATE DEGREES INCLUDE M.B.A, M.S. (IN EDUCATION), M.S. (IN EDUCATIONAL ADMINISTRATION), M.S. (IN NURSING), ED.S., AND THE D.P.T. THE UNIVERSITY IS COMPRISED OF SIX COLLEGES: COLLEGE OF BUSINESS AND COMPUTER SCIENCE, COLLEGE OF SCIENCE AND MATHEMATICS, THE COLLEGE OF EDUCATION AND SOCIAL SCIENCE, THE COURTS REDFORD COLLEGE OF THEOLOGY AND MINISTRY, THE GENEVA CASEBOLT COLLEGE OF MUSIC, ARTS AND LETTERS, AND THE ST. JOHN'S COLLEGE OF NURSING AND HEALTH SCIENCES. SBU IS A THRIVING HIGHER EDUCATION INSTITUTION WITH MORE THAN 3,600 UNDERGRADUATE AND GRADUATE STUDENTS. THE MAIN CAMPUS OF THE UNIVERSITY IS LOCATED IN BOLIVAR, MO, AND CENTERS IN MOUNTAIN VIEW, SALEM, AND SPRINGFIELD, MO ARE ALSO OPERATED. THE UNIVERSITY REPORTS A 14:1 STUDENT TO TEACHER RATIO FOR THE UNDERGRADUATE PROGRAM. ADDITIONALLY, THE PERCENTAGE OF FACULTY WITH AN EARNED DOCTORATE DEGREE IS OVER 70%. DURING THE 11-12 ACADEMIC YEAR, APPROXIMATELY 774 STUDENTS RECEIVED A DEGREE FROM THE UNIVERSITY. SBU WAS NAMED ONE OF AMERICA'S 100 BEST COLLEGE BUYS FOR THE 15TH CONSECUTIVE YEAR AND ONE OF AMERICA'S BEST CHRISTIAN COLLEGES FOR THE 14TH CONSECUTIVE YEAR. IN ADDITION, FOR THE 4TH YEAR IN A ROW, SBU WAS NAMED AMONG THE SCHOOLS WITH AMERICA'S BEST COLLEGE SCHOLARSHIPS. 4B) SOUTHWEST BAPTIST UNIVERSITY OFFERS A VARIETY OF ORGANIZED ACTIVITIES AND STUDENT SERVICES THAT CONTRIBUTES TO THE MISSION OF THE UNIVERSITY. THIS SECTION WILL HIGHLIGHT SOME OF THE ACTIVITIES AND SERVICES BUT WILL NOT PROVIDE A DETAILED LISTING OF ALL OPPORTUNITIES. THE UNIVERSITY PROVIDES A COMPREHENSIVE TRANSITION/ORIENTATION PROGRAM FOR NEW STUDENTS. TWO OUTSTANDING COMPONENTS OF THE TRANSITION PROGRAM INCLUDE WELCOME WEEK AND THE UNIVERSITY SUCCESS CENTER (USC). WELCOME WEEK IS AN ORIENTATION PROGRAM FOR ALL NEW STUDENTS HELD ANNUALLY ON THE CAMPUS THE WEEK PRIOR TO THE BEGINNING THE FALL SEMESTER. EACH NEW STUDENT IS PROVIDED A SMALL-GROUP EXPERIENCE DESIGNED TO BUILD INTERPERSONAL RELATIONSHIPS AND ACCLIMATE THEM TO THE HIGHER EDUCATION CULTURE. THE PRIMARY GOAL OF THE UNIVERSITY SUCCESS CENTER IS TO PROMOTE STUDENT SUCCESS THROUGH DEVELOPMENTAL ADVISING, AND RELATIONSHIP BUILDING WITH STUDENTS. THE USC PROVIDES WEEKLY CONTACT WITH NEW STUDENTS THAT FOCUSES ON ACADEMIC GOALS, OPPORTUNITIES FOR ENGAGEMENT WITH ALL AREAS OF UNIVERSITY LIFE, THE USE OF CRITICAL THINKING SKILLS, GOAL-SETTING, AND PRACTICE IN DECISION-MAKING. STUDENTS HAVE AVAILABLE TO THEM PROFESSIONALLY TRAINED COUNSELORS TO ASSIST WITH PERSONAL AND EMOTIONAL ISSUES. THIS SERVICE IS OFFERED WITHOUT DIRECT COST TO STUDENTS. THE UNIVERSITY ALSO EMPLOYS A REGISTERED NURSE WHO PROVIDES MINOR ROUTINE HEALTH CARE. THE CAREER SERVICES OFFICE IS AVAILABLE TO ASSIST STUDENTS AND ALUMNI WITH CAREER COUNSELING, CAREER ASSESSMENTS, JOB SEARCHES, PLACEMENT FILES, RESUMES, COVER LETTERS, AND MOCK INTERVIEWS. THE UNIVERSITY ALSO SUPPORTS SEVERAL ACTIVITIES FOR STUDENT PARTICIPATION. SBU PROVIDES A COMPREHENSIVE PROGRAM OF INTERCOLLEGIATE ATHLETICS WITH THE SPORTS OF BASEBALL, MEN'S AND WOMEN'S BASKETBALL, VOLLEYBALL, MEN'S GOLF, FOOTBALL, MEN'S AND WOMEN'S CROSS COUNTRY, WOMEN'S SOCCER, MEN'S AND WOMEN'S TRACK AND FIELD, SOFTBALL, AND MEN'S AND WOMEN'S TENNIS. ADDITIONALLY, THERE IS AN ACTIVE INTRAMURAL PROGRAM IN WHICH ALL STUDENTS MAY PARTICIPATE. STUDENTS HAVE THE OPPORTUNITY TO PARTICIPATE IN DEBATE AND FORENSICS, DRAMA AND THEATER PRESENTATIONS, AND SEVERAL MUSIC ENSEMBLES. THE SBU FORENSICS (SPEECH AND DEBATE TEAM) HAS EARNED 11 NATIONAL TITLES AT THE PI KAPPA DELTA NATIONAL FORENSICS CHAMPIONSHIP. THE SBU STUDENTS IN FREE ENTERPRISE TEAM WON ITS 28TH FIRST-PLACE REGIONAL CHAMPIONSHIP AT THE 2012 SIFE REGIONAL COMPETITION. 4C) AUXILIARY ENTERPRISES CONSISTS, FOR THE MOST PART, OF THE UNIVERSITY DINING COMMONS (CAFETERIA), THE DORMITORIES, CONFERENCE CENTER, AND THE JANE AND KEN MEYER WELLNESS AND SPORTS CENTER. THE DINING COMMONS IS THE MAIN FACILITY FOR PROVIDING MEALS FOR STUDENTS. THE CAFETERIA SERVES BREAKFAST, LUNCH AND DINNER. THE SERVICE PROVIDES A VARIETY OF DINING OPPORTUNITIES, INCLUDING A GRILL STATION, A SALAD BAR, WORLD BEAT, HOME ZONE, PIZZA STATION, AND A DESSERT BAR. THE DINING COMMONS ALSO PROVIDES MEALS FOR SPECIAL EVENTS SUCH AS THE MOZARKIAN BANQUET, HOMECOMING EVENTS, AND THE STUDENTS STUDY BREAKFAST. CAMPUS HOUSING IS AVAILABLE FOR FULL-TIME STUDENTS. THE UNIVERSITY HAS SEVERAL DIFFERENT HOUSING FACILITIES, INCLUDING DORMS, HOUSES, AND APARTMENTS. RESIDENCE FACILITIES ARE SUPERVISED BY FULL-TIME UNIVERSITY EMPLOYEES CALLED RESIDENT DIRECTORS. ADDITIONALLY, THE UNIVERSITY EMPLOYS STUDENTS TO SERVE AS RESIDENT ASSISTANTS (RAS). THE RAS ARE RESPONSIBLE FOR PROVIDING ACTIVITIES, HOSTING BIBLE STUDIES, AND INFORMING RESIDENTS OF DORM POLICIES. THE CONFERENCE CENTER PROVIDES GENERAL SUMMER OPPORTUNITIES FOR YOUTH AND CHILDREN'S CAMPS FOR SUMMER PROGRAMS. THESE PROGRAMS GENERALLY FOCUS IN TWO AREAS DEPENDING ON THE CAMP: EITHER CHRISTIAN GROWTH EMPHASES OR ATHLETIC/ACADEMIC GROWTH OPPORTUNITIES, OR BOTH. THE CAMPS ARE RUN BY OUTSIDE ENTITIES, IN COOPERATION WITH THE UNIVERSITY CONFERENCE CENTER STAFF. THE JANE AND KEN MEYER WELLNESS AND SPORTS CENTER IS A FACILITY THAT PROVIDES A HEALTHY AND MOTIVATING ENVIRONMENT WHERE STUDENTS, FACULTY AND STAFF, AND OTHERS CAN PARTICIPATE IN WELLNESS AND SPORTS ACTIVITIES. THE CENTER INCLUDES A FITNESS AREA WITH STRENGTH TRAINING AND CARDIO MACHINES, RACQUETBALL COURTS, SWIMMING POOL, GYMNASIUM WITH THREE COLLEGIATE BASKETBALL COURTS, A RUNNING/WALKING TRACK, CLIMBING WALL, AND SPORTS CAF. 4D) OTHER PROGRAM SERVICES INCLUDE STUDENT AID AND ALLOCATIONS OF GENERAL INSTITUTIONAL EXPENSES. |
| SIGNIFICANT CHANGES TO ORGANIZING DOCUMENTS | FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED THEIR BYLAWS ON FEBRUARY 21, 2012 TO MAKE THE FOLLOWING SIGNIFICANT CHANGES: - THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WAS ADDED TO THE BYLAWS. - THE AUTHORITY TO LET AND LEASE PROPERTY BY THE BOARD OF TRUSTEES UPON APPROVAL OF THE MISSOURI BAPTIST CONVENTION WAS REPLACED IN THE BYLAWS WITH THE AUTHORITY TO SELL OR LEASE SPECIFICALLY ONLY THE SHOFFNER AND STUFFLEBAUM CAMPUSES IN BOLIVAR WITH APPROVAL OF THE MISSOURI BAPTIST CONVENTION. - THE POSITION OF CHANCELLOR WAS REMOVED FROM THE BYLAWS AND THE POSITION'S DUTIES WERE TRANSFERRED TO THE POSITION OF THE PRESIDENT. - THE POSITION OF PROVOST WAS ADDED AS AN OFFICER POSITION IN THE BYLAWS. ELECTION OF BOARD MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ARE ELECTED BY THE MISSOURI BAPTIST CONVENTION. GOVERNANCE DECISIONS FORM 990, PART VI, SECTION A, LINE 7B GOVERNING DOCUMENTS MAY ONLY BE AMENDED AND CHANGED AFTER SUCH PROPOSED CHANGE HAS BEEN SUBMITTED IN WRITING TO AND APPROVED BY THE MISSOURI BAPTIST CONVENTION. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, A COPY OF THE 990 WAS SENT TO EACH MEMBER OF THE GOVERNING BODY (BOARD OF TRUSTEES) AND WAS ALSO PRESENTED AT A MEETING OF THE GOVERNING BODY. QUESTION 11A WAS ANSWERED "NO" BECAUSE THE PUBLIC DISCLOSURE COPY WAS PROVIDED, WHICH HAS THE NAMES AND ADDRESSES OF CONTRIBUTORS REDACTED. ALL MEMBERS OF THE UNIVERSITY'S KEY MANAGEMENT TEAM, THE CABINET, ALSO REVIEWED AND APPROVED THE 990 BEFORE ITS FILING. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | DONORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE IN THE SPRING OF EACH YEAR. IT IS THE AFFIRMATIVE DUTY OF EACH TRUSTEE TO NOTIFY THE BOARD OF TRUSTEES SHOULD ANY ACTUAL OR PERCEIVED CONFLICT ARISE DURING HIS OR HER TERM AS TRUSTEE. UPON BEING MADE AWARE, FROM ANY SOURCE, OF A CONFLICT OR PERCEIVED CONFLICT, THE BOARD SHALL, IN EXECUTIVE SESSION, DETERMINE THE APPROPRIATE ACTION TO ADDRESS ANY SUCH CONFLICT INCLUDING, BUT NOT LIMITED TO, POSSIBLE REMOVAL AS A TRUSTEE. A TWO-THIRDS MAJORITY VOTE OF THE ENTIRE BOARD OF TRUSTEES IS REQUIRED FOR REMOVAL, SUCH VOTE TO OCCUR BY SECRET BALLOT. ADDITIONALLY, THE UNIVERSITY'S LEGAL COUNSEL IS PRESENT TO ADDRESS THE ISSUE IN NEW TRUSTEE ORIENTATION MEETINGS. THE EXECUTIVE CABINET OF THE UNIVERSITY IS CONTINUALLY ON GUARD TO IDENTIFY ANY CONFLICT OF INTEREST. THE ACCOUNTING SERVICES OFFICE THOROUGHLY REVIEWS ALL OUTGOING PAYMENTS FOR APPROPRIATE SUPPORT AND FOR ANY CONFLICT OF INTEREST. |
| CEO COMPENSATION DETERMINATION | FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT OF THE UNIVERSITY IS CURRENTLY EMPLOYED UNDER CONTRACT FOR A PERIOD OF FIVE YEARS BEGINNING IN JANUARY 2007 THAT IS CURRENTLY EXTENDED TO MAY 2014. PRIOR TO THE 2007 CONTRACT DATE, A COMMITTEE OF 3 INDIVIDUALS, 2 OFFICERS OF THE BOARD OF TRUSTEES AND UNIVERSITY COUNSEL, PERFORMED A REVIEW OF HIS SALARY. THEIR RECOMMENDATION FOR COMPENSATION WAS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD AND LATER TO THE ENTIRE BOARD. BOTH GROUPS APPROVED THE COMPENSATION AND TERMS OF THE CONTRACT WHICH INCLUDES AN ANNUAL INCREASE OF 5% IN PAY EFFECTIVE EACH JUNE 1. ADDITIONAL ADJUSTMENTS TO PAY CAN BE MADE AT THE ANNIVERSARY OF THE CONTRACT OR WHEN DEEMED APPROPRIATE. DURING THE EXECUTIVE SESSION OF THE OCTOBER 2011 BOARD MEETING, THE BOARD REVIEWED THE PRESIDENT'S COMPENSATION IN COMPARISON WITH THE PRESIDENTS OF A PEER GROUP OF 20 UNIVERSITIES/COLLEGES. NO ADJUSTMENTS WERE CONSIDERED NECESSARY AS A RESULT OF THIS REVIEW. |
| OTHER OFFICER COMPENSATION DETERMINATION | FORM 990, PART VI, SECTION B, LINE 15B | THE COMPENSATION OF THE CFO IS ANNUALLY REVIEWED BY THE PRESIDENT OF THE UNIVERSITY. IN ADDITION, DURING THE EXECUTIVE SESSION OF THE OCTOBER 2011 BOARD MEETING, THE BOARD REVIEWED THE CFO'S COMPENSATION IN COMPARISON WITH THE CFOS OF A PEER GROUP OF 20 UNIVERSITIES/COLLEGES. THE BOARD THEN RECOMMENDED TO THE PRESIDENT THAT AN INCREASE BE MADE AND THE PRESIDENT FOLLOWED THE RECOMMENDATION. INCREASES IN PAY TO ALL EMPLOYEES ARE REVIEWED BY THE EDUCATIONAL POLICIES AND PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. |
| GOVERNING DOCUMENT AVAILABILITY | FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE BY VERBAL REQUEST MADE TO THE HUMAN RESOURCES OFFICE OR THE OFFICE OF ADMINISTRATION. COPIES OF THE UNIVERSITY CONSTITUTION AND BYLAWS ARE AVAILABLE BY REQUEST IN WRITING TO THE ATTENTION OF THE OFFICE OF ADMINISTRATION. COPIES OF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE MAILED UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE 990 AND THE BUDGET IS AVAILABLE IN A UNIVERSITY PUBLICATION. THE CONFLICT OF INTEREST STATEMENT IS REVIEWED WITH BOTH FACULTY AND STAFF EACH FALL AS PART OF A JOINT FACULTY/STAFF WORKSHOP. |
| GOVERNMENT GRANTS | FORM 990, PART VIII, LINE 1E | GOVERNMENT GRANTS INCLUDED ON PART VIII, LINE 1E, ARE GRANTS AWARDED TO STUDENTS FOR THE GOVERNMENT'S SHARE OF COLLEGE WORKSTUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (SEOG), AND OTHER RELATED ITEMS. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | $( 1,722,543) UNREALIZED GAINS/LOSSES ( 29,133) ACTUARIAL LOSS ON ANNUITY AGREEMENTS ( 495,877) NET LOSS ON OTHER POSTRETIREMENT PLANS ( 41,130) ACTUARIAL LOSS ON TRUST OBLIGATIONS -------------- $( 2,288,683) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSOURI BAPTIST CONVENTION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E HIGH STREET | AddressLine1 |
| City | JEFFERSON CITY | City |
| State | MO | State |
| ZIP Code | 65101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440559931 | EIN |
| Primary Activities | CHURCHES CONV | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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