2012-05-10T17:37:27-07:00 2011-06-30 990 2010-07-01 370661219 MCKENDREE UNIVERSITY MCKE 6185376981 701 College Road Lebanon IL 62254 Sally Mayhew 6185376838 2012-05-10 2010 2016-02-24 21:20:13Z Sally Mayhew 701 College Road Lebanon IL 62254 66122024 0 X www.mckendree.edu X 1828 IL McKendree University is a private, co-educational liberal arts university, preparing students to succeed in their chosen fields. 32 25 1201 344 0 0 1455993 3040605 45368468 49270012 889839 2917915 15731 18349 47730031 55246881 14743361 16026013 0 0 17926632 18799801 77442 73491 1103625 13707123 15410404 46454558 50309709 1275473 4937172 58533272 82279410 28091847 42931536 30441425 39347874 To provide a high quality educational experience to outstanding students. We guide our students in the pursuit of academic excellence which will prepare them for leadership roles in our society. To achieve this end we encourage broader vision, enriched purpose, engagement with community, commitment to responsible citizenship, openness to new ideas and dedication to lifelong learning. In keeping with our history and traditions, we provide our students with a rigorous, broadly based liberal arts curricula joined with specialization in a specific discipline. 0 0 35530093 16026013 44247526 INSTRUCTION AND ACADEMIC SUPPORT: We offer undergraduate, graduate, and professional programs to develop our students' knowledge, analytical abilities, research capabilities, creativity, and sense of identity. We offer an intellectual and technological environment supportive of innovative and effective teaching, research, assessment and communication, excellent writing and oral skills, and decision making. 7048560 0 0 STUDENT SERVICES: To help our students develop an appreciation and understanding of human diversity by providing knowledge of and opportunity for experience with multiple ethnicities, cultures, and societies and to create a culture of campus life that includes experiences beyond the classroom that allow for development of the whole person. 2626979 0 5735181 AUXILIARY SERVICES: To provide room and board for students at the main campus in Lebanon, IL. 0 0 0 45205632 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 4616 0 1201 1 0 0 0 0 0 0 0 0 0 0 X 32 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Sally A Mayhew 6185376838 701 College Road Lebanon IL 622541291 Mr Harold G Belsheim 0 X 0 0 0 Mr Daniel C Dobbins 0 X 0 0 0 Rev Robert H Edwards 0 X 0 0 0 Mr Nicholas I Tropiano 0 X 0 0 0 Jackie Leemon 0 X 0 0 0 Mr Scott J Wilson 0 X 0 0 0 Mr Otis Cowan 0 X 0 0 0 Mr James Eckert 0 X 0 0 0 Mr Michael F Gauble 0 X 0 0 0 Mrs Lucia K S Graham 0 X 0 0 0 Mr Thomas E Holloway 0 X 0 0 0 Mr Jeff C Lanter 0 X 0 0 0 Mr Donald L Metzger 0 X 0 0 0 Rev Miley Palmer 0 X 0 0 0 Rev Sylvester Weatherall 0 X 0 0 0 Mrs Christine Brewer 0 X 0 0 0 Mr Allen Cassens 0 X 0 0 0 Mrs Diana L Binford 0 X 0 0 0 Mr Jamie Auffenberg 0 X 0 0 0 Mr John Bailey 0 X 0 0 0 Rev Ralph A Totten 0 X 0 0 0 Mr Carl E Draper 0 X 0 0 0 Dr Paul S Funkhouser 0 X 0 0 0 Dr Carl W Lee II 0 X 0 0 0 Rev Jack D Travelstead 0 X 0 0 0 Mr Lawrence Meggs 0 X 0 0 0 Dr L Dale Cruse 0 X 0 0 0 Mr George W Obernagle III 0 X 0 0 0 Rev Edward R Weston 0 X 0 0 0 Mr Karl D Dexheimer 0 X 0 0 0 Dr John R Dosier 0 X 0 0 0 Mr Daniel J Lett 0 X 0 0 0 Mr Philip R Schwab 0 X 0 0 0 Mr James Poneta 0 X 0 0 0 Dr Valerie L Thaxton 0 X 0 0 0 Mr John L Gilbert 0 X 0 0 0 Mr Edward R McGlynn 0 X 0 0 0 Mrs Georgia J Costello 0 X 0 0 0 Dr James M Dennis 40 X 318300 0 26472 Mrs Sally A Mayhew 40 X 103574 0 10062 Ms Victoria Dowling 40 X 151832 0 18550 Mr Joseph Cipfl 40 X 122930 0 17085 Mrs Christine Bahr 40 X 115083 0 11128 Mr Francis Spreng 40 X 115629 0 14202 Mr Todd Reynolds 40 X 103746 0 12396 1031094 0 109895 7 0 1 0 Sodexho Inc & Affiliates 4880 Paysphere Circle Chicago IL 60674 Physical Plant and Food Services 2257071 Mackey Mitchell Architects 80 St Louis Union Station Number 200 St Louis MO 63103 Architect services 746829 Locust Hills Village Partnership 1002 E Wesley Drive Suite 100 O Fallon IL 62269 Rental of housing units 740880 College Bookstores of America 11559 Rock Island Ct Maryland Heights MO 63043 Books and supplies 220300 Baer Heating and Cooling P O Box 21 Trenton IL 62293 Maintenance and repair services 213241 11 0 0 0 0 756753 2283852 20234 3040605 Tuition and Fees 611310 43490773 43490773 0 0 Room and Board 611710 5309467 5309467 0 0 469772 469772 0 0 49270012 507293 507293 0 0 8086 8086 0 0 5631 5631 0 0 12718 0 0 0 12718 0 12718 12718 0 0 11350870 1926809 10614303 260840 736567 1665969 2402536 2402536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55246881 52206276 0 0 0 0 16026013 16026013 0 0 0 0 1184439 609221 390044 185174 0 0 0 0 14311887 12972615 1002169 337103 1077615 911608 123900 42107 1156005 977854 124636 53515 1069855 949912 88580 31363 0 0 0 0 23007 0 23007 0 61475 0 61475 0 0 0 0 0 73491 73491 197052 0 197052 0 328890 318500 7082 3308 269022 227447 3737 37838 2021886 1679414 136746 205726 286056 162339 120717 3000 635 635 0 0 4467499 4418850 21746 26903 1052060 1006366 30078 15616 0 0 0 0 342673 252617 33094 56962 1128033 912852 215181 0 0 0 0 0 2246594 1769172 477422 0 659067 135859 513900 9308 Meals - board plan 799276 799276 0 1527179 1075082 429886 22211 50309709 45205632 4000452 1103625 1156140 2025260 0 0 1601379 2240581 1189496 1061888 0 0 0 0 511832 497665 0 225471 345350 69983441 27329652 29496942 42653789 23499771 32501008 0 0 0 0 0 0 852241 953869 58533272 82279410 4022328 6982128 0 0 1826115 1644408 14635000 28055000 0 0 0 0 7608404 6250000 0 0 0 28091847 42931536 X 5759826 10443753 4065228 7645071 20616371 21259050 30441425 39347874 58533272 82279410 X 4937172 3969277 X 1 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23131909 1171025 4587169 153586 512164 0 28224353 20729319 174216 2738986 182450 328162 0 23131909 24214127 338121 -3545184 647136 -369391 0 20729319 0.086 0.74 0.174 1 0 1094498 0 1094498 41510325 0 16037584 25472741 103044 0 0 103044 13318030 0 11292068 2025962 13957544 0 0 13957544 42653789 55246881 50309709 4937172 3772225 0 197052 0 0 3969277 8906449 59019105 3772224 0 0 0 3772224 55246881 0 0 0 55246881 50112657 0 0 0 0 0 50112657 197052 0 197052 50309709 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's endowment consists of donor-restricted endowment funds established for various purposes including scholarships and financial aid, faculty and academic programs development, maintenance and general support. The endowment also includes Board designated endowment funds for various purposes such as long-term investment, special projects and growth of the endowment. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The following statement is periodically published in the newspaper media: LEGAL NOTICE Non-Discriminatory Policy As to STUDENTS - McKendree University admits students of any activity generally accorded or made available to students at the school. It does not discriminate on the basis of race, gender, age, handicap, color, national or ethnic origin in administration of its educational policies, admissions policies, assignment of housing, counseling, scholarship and loan programs, and athletic and other school-administered programs. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University participates in all applicable Federal and State financial aid programs. X X X X X X X 1 Bentz Whaley Flessner 7251 Ohms Lane Minneapolis MN 55439 Campaign Consultant 0 0 73491 -73491 0 73491 -73491 1 Institutional Financial Aid 1468 16026013 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The financial aid office determines eligibility for institutional financial aid based on financial need and/or academic performance X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dr James M Dennis 318300 0 0 0 0 0 26597 0 26472 0 371369 0 0 0 Ms Victoria Dowling 151832 0 0 0 0 0 0 0 18550 0 170382 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a An on-campus residence is provided for the President of the University at which custodial services are provided. Southwestern Illinois Development Authority 371234684 CUSIPNone 2010-12-30 14000000 Residential Facilities Revenue Bonds - Mckendree University 0 0 1 County of St Clair Illinois 376001924 788705AA9 2004-06-15 6470000 Mckendree College Project - Hettenhausen Center for the Arts 0 0 0 County of St Clair Illinois 376001924 788705AW1 2004-06-15 12900000 McKendree College Project - Refunding 0 0 1 0 0 14000000 650000 0 0 0 0 0 9273369 0 4076631 2011 0 0 0 1 2425000 0 6470000 0 0 0 170926 0 0 5751672 0 0 2006 0 0 1 1 2890000 0 12900000 1122510 0 12528965 431948 0 0 0 0 0 2004 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 Tom Holloway Mr. Holloway, Board Member, is President of TheBank of Edwardsville 551579 Interest and bank fees for the line of credit and outstanding long-term debt the University has with TheBank of Edwardsville. 0 Donald Metzger Mr. Metzger, Board Member, is a legal counsel for TheBank of Edwardsville 551579 Interest and bank fees for the line of credit and outstanding long-term debt the University has with TheBank of Edwardsville. 0 Harold Belsheim Mr. Belsheim, Board Member, is a partner in the Locust Hills Village Partnership. 740880 Rental of apartment units for student housing. 1 John Gilbert Mr. Gilbert, Board Member, is a partner with Hinshaw & Culbertson, LLP 54346 Hinshaw & Culbertson, LLP provides legal services to the University. 0 Jamie Auffenberg Mr. Auffenberg, Board Member, is the owner of Auffenberg Auto. 79896 The University purchased vehicles from Auffenberg Auto. Auffenberg Auto also performs maintenance on University vehicles and provides assistance with fundraising activities. 1 George Obernagel Mr. Obernagel, Board Member, owns property the University rented for student housing. 33000 The University leased property from Mr. Obernagel for student housing. 1 John Bailey Mr. Bailey, , Board Member, owns property the University rented for student housing. 14500 The University leased property from Mr. Bailey for student housing. 1 S M Wilson & Company Scott Wilson, Board Member, is President of S.M Wilson & Company. 10541513 S.M. Wilson & Company is a construction firm selected to build two new residence halls on the Lebanon, IL campus. 1 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The completed Form 990 was reviewed by the Finance Committee and then made available to the entire Board for their review prior to being filed. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c At least annually the policy is reviewed by the Board and all Board members are asked to disclose any conflict of interest. At any time, should a governing board decision involve a party where a potential conflict arises the Board member will abstain from voting. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 A review of compensation of management officials and senior officers at similar organizations is conducted using survey data and Form 990 data from selected comparable institutions. The survey data is presented to and reviewed by the Board Executive Committee prior to determination of compensation. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 McKendree University will make hardcopy of its governing documents, conflict of interest policy, and financial statements available to the public upon written request made to the University. F990_P11_S00_L05 Form 990, Part XI, Line 5 This amount represents unrealized investment gains of 3,849,455 and loss in actuarial value of annuities of -77,958 and investment management fees of 197,052.