2012-04-25T10:42:18-05:00 2011-06-30 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2010-07-01 430654876 WILLIAM WOODS UNIVERSITY WILL 5735924260 ONE UNIVERSITY AVENUE FULTON MO 65251 CALE FESSLER 5735924260 2012-04-23 1 STEPHEN C SMITH 5734426171 2010 2016-02-24 21:20:13Z JAHNAE BARNETT ONE UNIVERSITY AVENUE FULTON MO 65251 40887973 0 X WWW.WILLIAMWOODS.EDU X 1890 MO AN INDEPENDENT VOICE IN HIGHER EDUCATION, WILLIAM WOODS UNIVERSITY DISTINGUISHES ITSELF AS A STUDENT-CENTERED AND PROFESSIONS-ORIENTED UNIVERSITY COMMITTED TO THE VALUES OF ETHICS, SELF-LIBERATION, AND LIFELONG EDUCATION OF STUDENTS IN THE WORLD COMMUNITY. 28 28 1371 0 292653 -69251 3292714 2413986 31275033 31544780 162844 799898 123913 128421 34854504 34887085 8125950 8589670 0 0 14166879 14084904 0 0 1020798 10377745 10591170 32670574 33265744 2183930 1621341 46111673 49267994 9821929 9786006 36289744 39481988 AN INDEPENDENT VOICE IN HIGHER EDUCATION, WILLIAM WOODS UNIVERSITY DISTINGUISHES ITSELF AS A STUDENT-CENTERED AND PROFESSIONS-ORIENTED UNIVERSITY COMMITTED TO THE VALUES OF ETHICS, SELF-LIBERATION, AND LIFELONG EDUCATION OF STUDENTS IN THE WORLD COMMUNITY. 0 0 19075981 22719122 INSTRUCTIONAL AND RELATED EDUCATIONAL AND GENERAL EXPENSES SERVING 1315 UNDERGRADUATES AND 2648 GRADUATE STUDENTS. 8589670 8589670 8589670 SCHOLARSHIPS-FINANCIAL AID PROVIDED TO STUDENTS. 27665651 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 121 0 1 1371 0 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARIE BEAVER 5735924260 ONE UNIVERSITY AVENUE FULTON MO 65251 JOHN EDWARDS 0.80 X X 0 0 0 DAN WESTHUES 0.80 X X 0 0 0 NANCY THOMAS 0.80 X X 0 0 0 CYNDI BUTLER 0.80 X X 0 0 0 BEN WELLS 0.80 X X 0 0 0 SUE ANDERSON 0.80 X 0 0 0 DALE LARUE 0.80 X 0 0 0 DEBORAH HUTCHISON 0.80 X 0 0 0 AMABLE CURZ AGULIUZIX 0.50 X 0 0 0 NEAL BARRENTINE CLAPPER 0.50 X 0 0 0 JUDITH CHAPMAN 0.50 X 0 0 0 MARY L COLDIRON 0.50 X 0 0 0 ELIZABETH FARRIS 0.50 X 0 0 0 JOAN FIRLEY 0.50 X 0 0 0 BRANDON GROSSMAN 0.50 X 0 0 0 MELINDA HALL-PATTERSON 0.50 X 0 0 0 VICTORIA GUNN 0.50 X 0 0 0 CHARLES W JAMES 0.50 X 0 0 0 MARTHA LEBO 0.50 X 0 0 0 CARLOS ORTEGA 0.50 X 0 0 0 DILIP PARULEKAR 0.50 X 0 0 0 LUANN RIDGEWAY 0.50 X 0 0 0 JANET SCHMUCK 0.50 X 0 0 0 ROMAINE SEGUIN 0.50 X 0 0 0 DIANA PETROVICH-TAO 0.50 X 0 0 0 THERESA VONDERSCHMITT 0.50 X 0 0 0 BERNARD WEITZMAN 0.50 X 0 0 0 JAHNAE BARNETT 40.00 X 233160 0 112099 CALE FESSLER 40.00 X 77273 0 10622 SCOTT GALLAGHER 40.00 X 101741 0 10622 412174 0 133343 2 0 1 0 HOSPITALITY SERVICES ONE UNIVERSITY AVENUE FULTON MO 65251 FOOD SERVICE 1303476 BUCKET MEDIA INC 1123 WILKES BLVD COLUMBIA MO 65201 ADVERTISING 460105 CORNERSTONE INSURANCE 3100 FALLING LEAF COURT COLUMBIA MO 65201 FACILITY RENT 263346 CAPITAL THREE INC 1076 INDUSTRIAL OSAGE BEACH MO 65065 FACILITY RENT 183655 ALLIED BARTON SECURITY PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 177811 6 279076 2134910 1141821 2413986 TUITION AND FEES 900099 25566944 25566944 RESIDENCE HALLS AND FO 900099 5685183 5685183 CONFERENCE 531190 219879 219879 BOOKSTORE 451211 72774 72774 31544780 403805 403805 40175 16490 40175 16490 56665 56665 6362900 15100 5952411 29496 410489 -14396 396093 396093 90737 18981 71756 71756 34887085 31308792 292653 871654 8589670 8589670 572300 117322 430942 24036 11246266 8243899 2439498 562869 473008 299384 139311 34313 974950 524990 403752 46208 818380 579590 196435 42355 22954 22954 80594 80594 41737 41737 878172 406902 442000 29270 611440 15633 528601 67206 1647204 907537 566163 173504 1907893 1124596 783297 333706 233102 81279 19325 589259 66940 515434 6885 1283042 1283042 300658 138544 162114 FOOD SERVICE 1140144 1140144 EQUIPMENT REPAIRS AND M 481478 186788 293353 1337 INSTITUTIONAL SUPPORT 372206 372206 PROGRAM SUPPORT 282306 282306 BAD DEBT EXPENSE 205192 205192 413185 4808304 -4408609 13490 33265744 27665651 4579295 1020798 3421342 3517888 3781068 3772252 976907 1333794 216959 272560 39844 39949 26942 19237 46799624 24263284 22470937 22536340 12746141 15310583 95167 107540 1220249 1218250 1116117 1139601 46111673 49267994 2003152 2114959 231036 413943 6400000 6095000 1187741 1162104 9821929 9786006 X 18931223 19262430 7680256 10499779 9678265 9719779 36289744 39481988 46111673 49267994 X 1621341 1570903 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12863064 23414 2342401 80265 309062 14839552 11433342 389326 1441963 376457 25110 12863064 13088989 173676 -1536851 284950 7522 11433342 0.05240 0.65240 0.29520 0 0 614288 614288 33846205 14702357 19143848 11400232 9560927 1839305 938899 938899 22536340 REFUNDABLE GOVERNMENT ADVANCES 1162104 1162104 34887085 33265744 1621341 1570903 1570903 3192244 27845562 1570903 -8631407 -7060504 34906066 -18981 -18981 34887085 24653318 18981 18981 24634337 8631407 8631407 33265744 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USE IS FOR SCHOLARSHIPS AND ANNUITIES DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME WHICH IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AT STATUTORY RATES. THE UNIVERSITY'S FORM 990 AND TAXABLE STATUS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR OPEN TAX YEARS, WHICH AS OF THE DATE OF THIS REPORT ARE THE YEARS ENDED JUNE 30, 2008 THROUGH 2011. INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO ANNUAL FORM 990 OR UNRELATED BUSINESS INCOME TAX FILINGS ARE REPORTED WITHIN INSTITUTIONAL SUPPORT EXPENSES IN THE STATEMENT OF ACTIVITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -8,589,670. INVESTMENT MANAGEMENT FEES -41,737. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAMING EXPENSES -18,981. PART XIII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 18,981. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 8,589,670. INVESTMENT MANAGEMENT FEES 41,737. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL ADS FOR EMPLOYMENT STATE THE UNIVERSITY IS AN EQUAL OPPORTUNITY EMPLOYER. ALL UNDERGRADUATE AND GRADUATE APPLICATIONS INCLUDE THE NONDISCRIMINATION POLICY AND THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK AS WELL. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FEDERAL ASSISTANCE FROM THE US DEPT OF EDUCATION FOR STUDENT FINANCIAL AID UNDER THE PELL GRANT, FEDERAL WORK STUDY, PERKINS LOAN PROGRAM, SEOG, NATIONAL SMART GRANT, AND ACADEMIC COMPETITIVE GRANT 90737 18473 508 1 1.00000 90737 18473 508 18981 71756 MO 0 NOT REQUIRED TO BE LICENSED 0 1 0 1.00000 JASON VITTONE DIRECTOR OF INTERCOL ONE UNIVERISTY AVENUE FULTON MO 65251 0 JASON VITTONE DIRECTOR OF INTERCOL ATHLETIC DIRECTOR DISTRIBUTES THE GAMING CARDS TO STUDENTS AND COACHES THAT SELL THEM. HE ALSO INITIALLY COLLECTS THE MONEY AND TRACKS THE STATISTICS TO DETERMINE THE WINNERS EACH WEEK. X 0 1 CAMPUS EMPLOYMENT 95 5901 COLLEGE WORK STUDY 215 19924 LEAD AWARD 898 3470495 A+ AWARDS 141 135675 SEOG AWARD 129 116193 GRANT IN AID 123 188866 SCHOLARSHIPS 705 4001566 ACADEMIC COMPETITIVE GRANT 35 32650 GRADUATE ATHLETIC AWARDS 34 159315 NATIONAL SMART GRANT 5 18000 OTHER FINANCIAL AID 151 441085 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNIVERSITY MONITORS THE USE OF GRANT FUNDS BY AWARDING THOSE FUNDS ONLY TO ENROLLED STUDENTS TO BE USED FOR STUDENTS' TUITION AND FEES. FEDERAL AWARDS ARE SUBJECT TO AN AUDIT BY AN INDEPENDENT AUDITOR ON AN ANNUAL BASIS PURSUANT TO OMB CIRCULAR A-133. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 JAHNAE BARNETT 233160 0 0 0 0 0 16800 0 95299 0 345259 0 0 0 PART I, LINE 1A THERE IS A CONTRACTUAL PROVISION THAT STATES, WHEN REQUESTED TO ATTEND BUSINESS FUNCTIONS, THE PRESIDENT'S SPOUSE TRAVELS AT THE UNIVERSITY'S EXPENSE. THE PRESIDENT'S HOUSE IS USED FOR UNIVERSITY FUNCTIONS. UNIVERSITY EXPENSES FOR THESE PURPOSES ALSO INCLUDE PERSONAL SERVICES. PART I, LINE 4B THE UNIVERSITY HAS A LIFE INSURANCE POLICY ON THE PRESIDENT. THE PREMIUM WAS $60,000 FOR THE CALENDAR YEAR 2010. THE PRESIDENT WILL BE ABLE TO MAKE WITHDRAWALS FROM THE POLICY UPON RETIREMENT. THE REMAINING BALANCE OF THE POLICY WILL BE PAID OUT TO THE UNIVERSITY UPON THE PRESIDENT'S DEATH. THE INDUSTRIAL DEVELOPMENT AUTHORITY OF CALLAWAY COUNTY MISSOURI 431327288 2008-04-29 6945000 REFUND A PRIOR ISSUE - SERIES 1999 0 0 0 850000 6945000 138900 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 JAHNAE BARNETT PREMIUMS PAID ON SPLIT-DOLLAR LIFE INSURANCE POLICY X 272560 0 1 1 272560 X 2 334571 FAIR MARKET VALUE X 2 790000 APPRAISAL VALUE X HORSES 69 17250 $250 EACH - ORGANIZATION DOES NOT SELL HORSES 51 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED INTERNALLY BY BOTH THE CONTROLLER AND CFO DURING THE COMPLETION PROCESS AND AGAIN UPON COMPLETION OF THE FORM. PRIOR TO FILING, THE 990 IS THEN REVIEWED BY BOTH THE RESOURCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. A FINAL COPY IS ALSO PROVIDED PRIOR TO FILING THE 990 TO ALL BOARD OF TRUSTEES MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL UPDATES ARE REQUIRED THROUGH HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15A EVERY SPRING THE PRESIDENT'S COMPENSATION IS REVIEWED AND COMPARATIVE COMPENSATION DATA IS USED. THIS PROCESS WAS COMPLETED MOST RECENTLY IN APRIL 2009. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,570,903. THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS HAS NOT CHANGED FROM THE PRIOR YEAR.