2012-05-14T17:34:04-04:00 2011-06-30 KPMG LLP 191 West Nationwide Blvd Ste 500 Columbus OH 432152568 990 2010-07-01 430652649 LINDENWOOD COLLEGE LIND 6369494970 209 SOUTH KINGSHIGHWAY ST CHARLES MO 633011693 James D Evans 2012-05-14 true KPMG LLP 6142492300 2010 2016-02-24 21:20:13Z LINDENWOOD UNIVERSITY JAMES D EVANS PRESIDENT 209 SOUTH KINGSHIGHWAY ST CHARLES MO 633011693 162594681 false X http://www.lindenwood.edu X 1853 MO ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1918, LINDENWOOD UNIVERSITY IS A DISTINCTIVE, INDEPENDENT MIDWESTERN UNIVERSITY THAT PRODUCES INFORMED, EFFECTIVE, PRINCIPLED LEADERS FOR A GLOBAL SOCIETY. 37 33 2405 209 618960 -368541 4674027 3950659 142124516 154606242 3453276 3933432 112591 104348 150364410 162594681 32196753 35467091 0 0 36789284 42998998 0 0 702415 52612903 61113094 121598940 139579183 28765470 23015498 391311069 436907980 16581301 16780179 374729768 420127801 X LINDENWOOD UNIVERSITY OFFERS VALUES-CENTERED PROGRAMS LEADING TO THE DEVELOPMENT OF THE WHOLE PERSON-AN EDUCATED, RESPONSIBLE CITIZEN OF A GLOBAL COMMUNITY. LINDENWOOD IS COMMITTED TO: 1 PROVIDING AN INTEGRATIVE LIBERAL ARTS CURRICULUM, 2 OFFERING PROFESSIONAL AND PRE-PROFESSIONAL DEGREE PROGRAMS, 3 FOCUSING ON THE TALENTS, INTERESTS, AND FUTURE OF THE STUDENT, 4 SUPPORTING ACADEMIC FREEDOM AND THE UNRESTRICTED SEARCH FOR TRUTH, 5 AFFORDING CULTURAL ENRICHMENT TO THE SURROUNDING COMMUNITY, 6 PROMOTING ETHICAL LIFESTYLES, 7 DEVELOPING ADAPTIVE THINKING AND PROBLEM-SOLVING SKILLS, 8 FURTHERING LIFELONG LEARNING. LINDENWOOD IS AN INDEPENDENT, PUBLIC-SERVING, LIBERAL ARTS UNIVERSITY THAT HAS A HISTORICAL RELATIONSHIP WITH THE PRESBYTERIAN CHURCH AND IS FIRMLY ROOTED IN JUDEO-CHRISTIAN VALUES. THESE VALUES INCLUDE BELIEF IN AN ORDERED, PURPOSEFUL UNIVERSE, THE DIGNITY OF WORK, THE WORTH AND INTEGRITY OF THE INDIVIDUAL, THE OBLIGATIONS AND PRIVILEGES OF CITIZENSHIP, AND THE PRIMACY OF THE TR false false 43356218 35467091 121659190 INSTRUCTIONAL AND LIBRARY - FACULTY, LIBRARY AND CURRICULUM EXPENSE FOR STUDENTS EARNING AN UNDERGRADUATE, GRADUATE, EDUCATION SPECIALISTS AND DOCTORAL DEGREES AND AS OF FISCAL YEAR ENDING 6/30/2011, APPROXIMATELY 10,919 FULL-TIME EQUIVALENT STUDENTS. APPROXIMATELY 17,309 STUDENTS WERE SERVED. 25710770 208991 STUDENT SERVICES - ALONG WITH ADMISSIONS, ACADEMIC SERVICES, AND FINANCIAL AID DEPARTMENTS, LINDENWOOD HAS A STUDENT ACTIVITIES OFFICE THAT SERVES AS A COORDINATING CENTER ON CAMPUS AND WORKS WITH APPROXIMATELY 74 STUDENT CLUBS AND ORGANIZATIONS TO FACILITATE THEIR ACTIVITIES AND PROJECTS. THE ATHLETIC DEPARTMENT HAS 21 NAIA SPORTS FOR MEN AND WOMEN, AS WELL AS, 30 OTHER NATIONALLY AFFLIATED SPORTS. 16295158 29807149 AUXILIARY - STUDENT ROOM AND BOARD AND AS OF FISCAL YEAR 6/30/2011, APPROXIMATELY 4,507 STUDENTS WERE SERVED. 39865985 2311952 OTHER REVENUE 39865985 2311952 125228131 true true false false false false true false true true false false false true false true false true true true false false false true false false false true true false false false false false true false true true true false false false false false false false false true 17356 0 2405 true true true false false false false true true false false false false X 37 33 false false false false false false false true true false false true true true true true true true false false X DAVID KANDEL 6369494970 209 SOUTH KINGSHIGHWAY ST CHARLES MO 633011693 JAMES D EVANS 40.0 X X 336983 0 22698 THOMAS R HUGHES 1.0 X 0 0 0 BEN F BLANTON 1.0 X X 0 0 0 JIM J SHOEMAKE 1.0 X X 0 0 0 RUAMJERD PONGCHAROENKIAT 1.0 X 0 0 0 JANE CALVERT ROGERS 1.0 X 0 0 0 PATRICK S SULLIVAN 1.0 X 0 0 0 NANCY CALVERT 1.0 X 0 0 0 JOSEPH G MATTHEWS 1.0 X 0 0 0 RANDALL SIMONS 1.0 X 0 0 0 DUANE FLOWERS 1.0 X 0 0 0 ROBERT LOWERY SR 1.0 X 0 0 0 JACKIE BROCK 1.0 X 0 0 0 J MICHAEL CONOYER 1.0 X 0 0 0 DAVID G COSBY 1.0 X 0 0 0 JOHN W HAMMOND 1.0 X X 0 0 0 KEVIN BRAY 1.0 X 0 0 0 ELIZABETH HUSS 1.0 X 0 0 0 MARK KERN 1.0 X 0 0 0 DOUG MUELLER 1.0 X 0 0 0 RONALD W OHMES 1.0 X 0 0 0 DONALD PAULE 1.0 X 0 0 0 HERB ROACH 1.0 X 0 0 0 DALE ROLLINGS 1.0 X 0 0 0 JERRY SCHEIDEGGER 1.0 X 0 0 0 GARY N SHAW 1.0 X 0 0 0 RICK SULLIVAN 1.0 X 0 0 0 JONATHAN FORD 1.0 X 0 0 0 GRACE HARMON 1.0 X X 0 0 0 MAURICE D NEWBERRY 1.0 X 0 0 0 RONNIE D OSBORN 1.0 X 0 0 0 GASPARE CALVARUSO 1.0 X 0 0 0 JAMES E ISSLER 1.0 X 0 0 0 PATRICIA AHRENS 1.0 X 0 0 0 TOM DUNNE JR 1.0 X 0 0 0 JAN LEWIEN 1.0 X 0 0 0 LUCY D RAUCH 1.0 X 0 0 0 HENRY J ELMENDORF 1.0 X 0 0 0 LARRY G KELLEY 1.0 X 0 0 0 RICHARD BOYLE 40.0 X 198345 0 14946 LUCY S MORROS 40.0 X 119004 0 11032 JULIE M MUELLER 40.0 X 251539 0 17202 JOHN R OLDANI 40.0 X 176781 0 8810 JANN WEITZEL 40.0 X 136532 0 17448 DAVID KANDEL 40.0 X 124893 0 16866 JERRY M BLADDICK 40.0 X 141320 0 9202 ERIC O STUHLER 40.0 X 111365 0 16251 PETER BEZEMES 40.0 X 153965 0 12690 EMILIE JOHNSON 40.0 X 125490 0 19860 BRADLEY SODERBERG 40.0 X 122406 0 17007 MARILYN ABBOTT 40.0 X 117899 0 15476 DANIEL KEMPER 40.0 X 117555 0 16499 2234077 0 215987 32 false true false PFOODMAN HOLDINGS LLC 15480 CLAYTON ROAD STE 301 BALLWIN MO 63011 FOOD SERVICE 3773164 COVENTRY HEALTH CARE OF MO INC PO BOX 6473 CAROL STREAM IL 601976473 HEALTH INSURANCE 1989610 BLANTON CONSTRUCTION INC 550 TURNER BOULEVARD ST PETERS MO 63376 CONSTRUCTION LABOR 1836009 BIRKEL ELECTRIC 652 TRADE CENTER BOULEVARD CHESTERFIELD MO 63005 ELECTRICAL SERVICES 1552582 QUALITY HEATING AIR CONDITIONING PO BOX 11968 ST LOUIS MO 63112 HVAC SUPPLIER 1590240 108 957025 2993634 122981 3950659 TUITION AND FEES 900099 121659190 121659190 AUXILIARY - ROOM AND BOARD 900099 29807149 29807149 SPIRIT SHOPPE 900099 863685 863685 ICE ARENA 713990 525773 525773 ATHLETICS 900099 302178 208991 93187 1448267 1448267 154606242 3599533 3599533 0 0 999848 665949 333899 333899 333899 113602 46721 66881 66881 0 0 OTHER REVENUE 900099 37467 37467 37467 162594681 154024749 618960 4000313 0 35467091 35467091 0 0 1592096 757475 549550 285071 0 35612272 32871710 2499834 240728 779964 667516 99169 13279 2270237 2060531 183942 25764 2744429 2478944 225261 40224 0 76125 76125 124483 124483 0 0 0 1173514 609089 564425 839787 602535 237252 4128588 2574316 1476601 77671 3805310 3115044 690266 0 691333 691333 663816 543485 108781 11550 0 0 0 0 9350684 8598200 744969 7515 829328 829328 FOOD SERVICE 3844758 3844758 REPAIRS & MAINTENANCE 8697779 6024908 2672871 UTILITIES 3684427 3441491 242323 613 ATHLETICS 4075185 4075185 STUDENT WORK & LEARN 13175459 12343704 831755 5952518 4460816 1491702 139579183 125228131 13648637 702415 13405051 11328747 3846174 4443095 3823167 4412201 690269 634470 395252 450107 620354 843442 348195172 74794898 253668732 273400274 111082697 137087784 3779373 4307860 391311069 436907980 9800429 9235003 5171597 5570806 1609275 1974370 16581301 16780179 X 360829218 403426416 3678185 5715944 10222365 10985441 374729768 420127801 391311069 436907980 X 23015498 22382535 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 279794 4227119 X X X false 86486542 5800042 21368184 322936 113331832 68591943 11725373 6654442 485216 86486542 71753943 13486682 -16418576 230106 68591943 0.88730 0.09690 0.01580 true false 50709125 50709125 4268865 213538772 56809445 160998192 7943320 408888 7534432 21712043 17576565 4135478 50023051 50023047 273400274 0 FUNDS HELD IN CUSTODY FOR OTHERS 635269 OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS 60982 REFUNDABLE U.S. GOVERNMENT STUDENT LOANS 697767 PAYABLE TO LIFE ESTATE ANNUITANTS 580352 1974370 162594681 139579183 23015498 22289595 92940 22382535 45398033 149510125 22289595 -35374151 -13084556 162594681 162594681 104112092 104112092 35467091 35467091 139579183 RECONCILIATION OF NET ASSETS SCHEDULE D, PART XI Line 8 CHANGE IN SPLIT-INTEREST AGREEMENT - 92,940 RECONCILIATION OF REVENUE SCHEDULE D, PART XII LINE 2D SCHOLARSHIPS - (35,467,091) CHANGE IN SPLIT INTEREST AGREEMENT - 92,940 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII LINE 4B SCHOLARSHIPS - 35,467,091 PURPOSE FOR LINDENWOOD UNIVERSITY'S COLLECTIONS PART III, LINE 4 THE UNIVERSITY HAS OBTAINED OVER THE YEARS BY PURCHASE OR DONATION VARIOUS COLLECTIONS FOR THE HISTORIC DANIEL BOONE HOME AND BOONEFIELD VILLAGE. THE MISSION OF THIS HISTORIC SITE IS TO PRESERVE AND PROTECT THE HISTORIC STRUCTURES, COLLECTIONS AND NATURAL RESOURCES THAT COMPRISE THE FACILITY; TO INTERPRET THE EARLY AMERICAN FRONTIER EXPERIENCE IN MISSOURI AS EXEMPLIFIED BY THE BOONE FAMILY AND THEIR CONTEMPORARIES; AND TO PROVIDE A CENTER FOR FULLY INTEGRATED LEARNING ON ALL EDUCATIONAL LEVELS FROM ELEMENTARY THROUGH THE UNIVERSITY LEVEL. THE COLLECTIONS OF THE BOONE HOME EXIST TO PRESERVE THE STORY OF THE BOONE FAMILY AND ITS PLACE IN AMERICAN HISTORY (SPECIFICALLY WITH REGARD TO WESTWARD EXPANSION) AND TO EDUCATE THE PUBLIC AND UNIVERSITY STUDENTS ABOUT THE BOONE FAMILY'S STORY AND THE CHARACTER TRAITS OF THE "AMERICAN PIONEER". THE SECONDARY GOAL OF THE COLLECTIONS IS TO PRESERVE AND EDUCATE PUBLIC AND UNIVERSITY STUDENTS ABOUT THE CRAFTS AND TRADES EMPLOYED BY THE PEOPLE OF MISSOURI IN THE 1800S. THE SITE HAS TWO DISTINCT COLLECTIONS, THE BOONE COLLECTION AND THE STUDY AND EDUCATION COLLECTION. PURPOSE FOR LINDENWOOD UNIVERSITY'S ENDOWMENT FUND PART V, LINE 4 THE PERMANENT ENDOWMENT CONSISTS OF DONOR PRINCIPAL RESTRICTED GIFTS THAT THE ANNUAL INCOME MUST BE USED FOR THE FOLLOWING UNIVERSITY EXPENSES. TYPE OF RESTRICTION % PURPOSE GENERAL 2.71 GENERAL OPERATING EXPENSES SCHOLARSHIPS 4.81 DESERVING LINDENWOOD STUDENTS BUILDING AND MAINTENANCE 0.90 BUILDING AND MAINTENANCE EXPENSES OTHER 2.85 DESIGNATED OPERATING EXPENSES (1) QUASI ENDOWMENTS 88.73 TOTAL 100.00 (1) THE QUASI ENDOWMENTS ARE EXTRA FUNDS THAT THE UNIVERSITY HAS SET A SIDE OVER THE LAST 183 YEARS TO PROTECT THE PRINCIPAL AND INCOME DISTRIBUTIONS OF THE PERMANENTLY RESTRICTED ENDOWMENT FUND. ANY REMAINING INCOME IS USED FOR FUNDING INSTITUTIONAL STUDENT AID. true true true true true true true false false false false false false false false true false true PUBLICIZED POLICIES SCHEDULE E - LINE 3 ALL ADVERTISEMENTS (I.E. CATALOGS) INCLUDE STATEMENTS RECOMMENDED FOR IRS EXEMPT ORGANIZATIONS. FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY SCHEDLE E - LINE 6A GOVERNMENTAL AID HAS BEEN RECEIVED THIS YEAR AS FOLLOWS: STUDENT FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION, FEDERAL WORK-STUDY AND FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT PROGRAMS, A TAX INCREMENTAL FINANCE PAYMENT FROM THE CITY OF BELLEVILLE, ILLINOIS. Europe (Including Iceland and Greenland) Program Services STUDY ABROAD TUITION 29375 Central America and the Caribbean 2 Program Services RECRUITING 48864 2 2 78239 78239 false false false false false false STATEMENT OF ACTIVITIES OUTSIDE UNITED STATES SCHEDULE F, PART I, LINE 3 LINDENWOOD PAID THE UNIVERSITY OF CAEN (LOCATED IN FRANCE) $29,375 IN FOREIGN STUDIES TUITION FOR SIX STUDENTS THAT STUDIED ABROAD DURING THE YEAR. LINDENWOOD HAS CONTRACTED WITH TWO ALUMNI IN PANAMA TO BE PART-TIME INDEPENDENT CONTRACTORS TO HELP THE UNIVERSITY RECRUIT STUDENTS IN THE CENTRAL AMERICA REGION. TOTAL FEES AND ALLOTMENT FOR OFFICE EXPENSES FOR THE 2010-2011 FISCAL YEAR WAS: ALUMNI ONE: $28,000 ALUMNI TWO: $20,864 TOTAL: $48,864 GOLF OUTING 113602 113602 9296 15380 17984 4061 0 113602 113602 9296 15380 17984 4061 46721 66881 true SCHOLARSHIPS 7868 35467091 MONITORING POLICY FOR GRANTS AWARDED PART III ALL STUDENT AID AWARD LETTERS ARE PREPARED BY LINDENWOOD COLLEGE'S FINANCIAL AID OFFICE. EACH AWARD LETTER HAS A STATEMENT OF CONDITIONS AND IS SIGNED BY THE STUDENT. THE BUSINESS OFFICE POSTS ALL AID TO THE STUDENT'S ACCOUNT FOR ACADEMIC USAGE. BOTH THE BUSINESS OFFICE AND THE FINANCIAL AID OFFICE MONITOR THESE FUNDS. X true true X X X X false false false false false false false false false RICHARD BOYLE 198345 0 0 0 0 0 9994 0 5490 0 213829 0 0 0 JAMES D EVANS 336983 0 0 0 0 0 12250 0 19100 0 368333 0 0 0 JULIE M MUELLER 251539 0 0 0 0 0 12250 0 5655 0 269444 0 0 0 JOHN R OLDANI 176781 0 0 0 0 0 8810 0 491 0 186082 0 0 0 JANN WEITZEL 136532 0 0 0 0 0 7000 0 10837 0 154369 0 0 0 PETER BEZEMES 153965 0 0 0 0 0 7738 0 5367 0 167070 0 0 0 JERRY M BLADDICK 141320 0 0 0 0 0 4250 0 5332 0 150902 0 0 0 BLANTON CONSTRUCTION OWNER IS A DIRECTOR 1836009 CONSTRUCTION LABOR false KIRCHNER BLOCK BRICK OWNER IS A DIRECTOR 239566 MASONERY/LANDSCAPING SUPPLIES false HUGHES CUSTOM HOME LLC OWNER IS A DIRECTOR 111534 CONSTRUCTION CONTRACTOR false X 1 7500 FAIR MARKET VALUE X 1 40000 FAIR MARKET VALUE X LOUNGE FURNITURE 1 10800 FAIR MARKET VALUE 0 false true false CONFLICT OF INTEREST POLICY PART VI, QUESTION 12c LINDENWOOD UNIVERSITY'S CONFLICT OF INTEREST PROCEDURES ARE AS FOLLOWS: PRIOR TO A BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11b INFORMATION NEEDED TO COMPLETE THE FORM 990 IS COMPILED BY THE ACCOUNTING DEPARTMENT AND THE RETURN IS PREPARED AND SIGNED BY KPMG LLP. THE COMPLETED 990, INCLUDING REQUIRED SCHEDULES IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. COMPENSATION PROCESS FORM 990, PART VI, LINE 15A Compensation for the President is fixed by a three year written contract containing an annual percentage increase over the three year term. No additional bonuses, incentive payments, or other compensation is paid in additional to the contractual sum. The amount of compensation is determined by a Compensation Committee, appointed by the Chairman of the Board. This committee consisted of board members with various professional, legal, and business backgrounds. The Compensation Committee determines the salary parameters based on an extensive review of salaries and compensation paid presidents of other similarly sized universities, including data from the Carnegie Classifications published in the Chronicle of Higher Education. Negotiations between the committee and the President lead to a draft contract that is submitted to the Lindenwood University Board of Directors Executive Committee for review, comment, and oversight instruction. Changes, modifications, and recommendations from the Executive Committee lead to further negotiations with the President in order to implement their recommendations. The final contract draft is then submitted to the full Lindenwood University Board of Directors for approval. ORGANIZATION POLICIES FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC AT THIS TIME. OTHER CHANGES IN NET ASSETS PART XI - LINE 5 UNREALIZED GAIN ON INVESTMENTS: $22,289,595 CHANGE IN SPLIT-INTEREST AGREEMENT: 92,940 OTHER CHANGES IN NET ASSETS 22,382,535