2011-02-14T16:58:17-06:00 2010-06-30 Williams-Keepers LLC 2005 West Broadway Suite 100 Columbia MO 65203 990 2009-07-01 430652617 Westminster College WEST 5735925225 7th and Westminster Avenue Fulton MO 65251 Terry Bowmaster 5735925225 2011-02-14 1 Heidi A Chick 5734426171 2009 2016-02-24 21:20:13Z GEORGE B FORSYTHE 501 Westminster Avenue Fulton MO 65251 43431561 0 X www.westminster-mo.edu X 1853 MO Four-year, undergraduate liberal arts college. 40 38 828 70 0 0 5255555 4183167 17032313 19870230 2318957 417095 4489587 4637707 29096412 29108199 9524469 11004486 0 10755464 12103486 0 722878 11147483 11108524 31427416 34216496 -2331004 -5108297 99854370 97723099 18924995 18281128 80929375 79441971 It shall be the mission of Westminster College to educate and inspire all its students through a distinctive liberal arts curriculum and a dynamic developmental experience; to challenge them to be critically aware, life-long learners and leaders of character, committed to the values of integrity, fairness, respect, and responsibility; and to prepare them for lives of success, significance and service. 0 0 6450056 8865744 INSTRUCTIONAL - ACADEMIC DEPARTMENTS FOR CLASSROOM INSTRUCTION. NUMBER BENEFITED - 1079 11004486 11004486 11004486 SCHOLARSHIPS - FINANCIAL AID PROVIDED TO STUDENTS ON BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. Number benefited - 1110. 5426301 STUDENT SERVICES - EXPENSES RELATING TO DEAN OF STUDENT LIFE, ADMISSIONS, GUIDANCE, PLACEMENT, CHAPLIN, FINANCIAL AID, AND INTERCOLLEGIATE ATHLETICS. NUMBER BENEFITED - 1079 4171670 4062571 AUXILiARY OPERATIONS- RESIDENCE HALLS, BOOK STORE, DINing Hall. 2281344 ACADEMIC SUPPORT - Number benefited - 1079 6453014 4062571 29333857 1 1 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 828 1 0 1 CJ BD NL 0 0 0 0 0 0 0 40 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X TERRY BOWMASTER 5735925225 501 WESTMINSTER AVE Fulton MO 65251 Brock E Ayers 0.50 X 0 0 0 Jane Bell 0.50 X 0 0 0 William A Bennett 0.50 X 0 0 0 Heather AT Biehl 0.50 X 0 0 0 Scott S Boswell 0.50 X 0 0 0 Bruce K Brookby 0.50 X X 0 0 0 Peter A Childs 0.50 X 0 0 0 Kim K Daniel 0.50 X 0 0 0 William D Daniels 0.50 X 0 0 0 Paul J Davis 0.50 X 0 0 0 John R Elrod 0.50 X 0 0 0 Overton Harris 0.50 X 0 0 0 James W Harrod 0.50 X 0 0 0 Douglas E Hazel 0.50 X 0 0 0 Wallace L Head 0.50 X 0 0 0 Alan C Henderson 0.50 X 0 0 0 Johnson C Ho 0.50 X 0 0 0 Paul F Kavanuagh 0.50 X 0 0 0 Ron J Kostich 0.50 X 0 0 0 Robert O Lesley 0.50 X 0 0 0 D Michael Linhan 0.50 X 0 0 0 Thomas L Mangan 0.50 X 0 0 0 Kenneth E Meyer 0.50 X 0 0 0 Jerry N Middleton 0.50 X 0 0 0 C Robert Monroe 0.50 X 0 0 0 G Robert Muehlhauser 0.50 X 0 0 0 Kent C Mueller 0.50 X 0 0 0 Harold B Oakley 0.50 X 0 0 0 John M Panettiere 0.50 X 0 0 0 Gregory A Richard 0.50 X 0 0 0 Suzanne Richardson 0.50 X 0 0 0 James M Schmuck 0.50 X 0 0 0 Anne E Schneider 0.50 X 0 0 0 R Thomas Sparks 0.50 X 0 0 0 Linda Gill Taylor 0.50 X 0 0 0 Lloyd B Taylor 0.50 X 0 0 0 Franklin P Turner 0.50 X 0 0 0 William H Tyler 0.50 X 0 0 0 Scott J Wilson 0.50 X 0 0 0 Ronald D Winney 0.50 X 0 0 0 George B Forsythe 40.00 X 200000 0 33100 Terry Bowmaster 40.00 X 130692 0 13568 John Comerford 40.00 X 77501 0 11439 408193 0 58107 2 0 1 0 Fresh Ideas 100 W Nifrong Blvd Columbia MO 65203 Food Service 1047351 Missouri Book Services PO Box 502335 St Louis MO 62335 textbook sales 175577 Allied Barton Security Services PO Box 828854 Philadelphia PA 19182 Security Services 146733 Air Systems LLC 1208 Jefferson Street Columbia MO 65203 heat & air conditioning 142126 4 237644 3945523 233674 4183167 TUITION, FEES, RELATED 900099 19870230 19870230 19870230 1128450 1128450 41985 41985 41985 41985 13083337 13794692 -711355 -711355 -711355 677904 528670 149234 149234 AUXILIARY SERVICES 900099 4062571 4062571 OTHER INCOME 900099 383917 383917 4446488 29108199 23932801 0 992231 11004486 11004486 463993 432661 31332 9234156 7129774 1670360 434022 2386011 1701524 563365 121122 19326 19326 19138 19138 49793 49793 125170 125170 2238115 1473461 745670 18984 135477 118647 16830 1605452 1211630 356364 37458 447421 25769 421652 1337441 375606 961835 671748 558789 80318 32641 166434 21078 123273 22083 703322 703322 2663953 2456748 207205 141511 70036 69346 2129 OTHER 334056 163101 156800 14155 SPECIAL PROJECTS 211115 106517 104598 DUES AND SUBSCRIPTIONS 81795 30925 41918 8952 BAD DEBT 36409 -18 36427 ALLOCATION OF PLANT 0 2182462 -2182462 140174 140174 34216496 29333857 4159761 722878 8262 15686 3597975 659258 2224948 1322952 436811 420653 304949 124103 81509 626505 365816 82477852 33565692 50905314 48912160 26182627 29282028 11608693 12090925 670600 704900 3468532 3562263 99854370 97723099 1633393 1713828 13451414 11540000 2112167 3270916 1728021 1756384 18924995 18281128 X 26683494 25968783 11830514 10585826 42415367 42887362 80929375 79441971 99854370 97723099 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 0 1 0 61650 0 48549313 334726 4098343 873579 2922416 207572 48978815 61313180 676464 -8573795 1029802 3672582 164152 48549313 0.00000 1.00000 0.00000 0 0 3320000 1789181 5109181 66443991 22743149 43700842 10924680 10822543 102137 48912160 REAL ESTATE MORTGAGE NOTES 235607 F Limited Partnership 2506853 F Limited Partnership - REIT 210020 F Privated Equity Limited Partnership 1627325 F Life Insurance Policy 10700 F Hammonds Associates Access Hedge FUnd 3329513 F Aurora Offshore Fund Ltd 4170907 F 12090925 STUDENT DEPOSITS 299650 DEPOSITS HELD FOR OTHERS 124061 ANNUITIES PAYABLE 561099 REUNDABLE GOVERNMENT ADVANCES FOR PERKINS LOAN 498399 Conditional asset retirement obligations 273175 1756384 29108199 34216496 -5108297 3519361 101532 3620893 -1487404 22128106 3519361 630202 4149563 17978543 11129656 11129656 29108199 23615510 528670 528670 23086840 11129656 11129656 34216496 Part II, Line 9: Description of How Organization Reports Conservation Easements: The Winston Churchhill Memorial located at Westminster College is a certified historic structure. Gifts received from donors to support the memorial are reported as contribution revenue. Expenses relating to the memorial are reported as program expenses (academic support). Part V, Line 4: Description of Intended Use of Endowment Funds: General support of the College, support of academic departments, award scholarships, support of facility chairs, support the Churchill Memorial, maintenance of the college facilities, support the library, research programs, loan funds and lectures. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 101532. Part XII, Line 2d - Other Adjustments: AMOUNT REPORTED AS COST OF GOODS SOLD: 528670. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 101532. Part XII, Line 4b - Other Adjustments: FINANCIAL AID/GRANTS: 11004486. Management Fees: 125170. Part XIII, Line 2d - Other Adjustments: AMOUNT REPORTED AS COST OF GOODS SOLD: 528670. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID/GRANTS: 11004486. Management fees: 125170. 1 1 1 ALL PUBLICATIONS AND LOCAL BROADCASTS MADE DURING THE REGISTRATION PERIOD INDICATE THE SOCIALLY NONDISCRIMINATORY POLICY OF THE INSTITUTION. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART V, LINE 34A - WESTMINSTER COLLEGE RECEIVES FEDERAL ASSISTANCE FROM THE DEPARTMENT OF EDUCATION FOR STUDENT FINANCIAL AID UNDER THE PELL GRANT, SUPPLEMENTARY EDUCATIONAL OPPORTUNITY GRANTS, COLLEGE WORK-STUDY, AND PERKINS LOAN PROGRAMS. 1 1 Undergraduate Scholarship Awards 1110 11004486 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Financial aid verifies eligibility and awards appropriately. Funds are transferred to student accounts to cover fees. No over-awarding is permitted. X X 1 0 X 0 0 0 0 0 0 0 0 0 George B Forsythe 200000 0 0 0 0 0 16000 0 17100 0 233100 0 0 0 Part I, Line 1a The President's residence is used for the business purposes of the University and to further the mission of Westminster College. The President is required to reside in the residence and host many events for faculty, staff, alumni, board members, and others. Supplemental Information Part III Amounts in Column D for george forsythe include the value of college-provided housing and personal services related to the President's House. The Industrial Development Authority of Callaway County Missouri 431327288 13116PAV0 2005-05-11 245000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PAW8 2005-05-11 250000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PAX6 2005-05-11 260000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PAY4 2005-05-11 270000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PAZ1 2005-05-11 280000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 245000 18375 4900 245000 1999 1 0 1 1 250000 18750 5000 250000 1999 1 0 1 1 260000 19500 5200 260000 1999 1 0 1 1 270000 20250 5400 270000 1999 1 0 1 1 280000 21000 5600 280000 1999 1 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBA5 2005-05-11 290000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBB3 2005-05-11 305000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBC1 2005-05-11 315000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBD9 2005-05-11 330000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBE7 2005-05-11 345000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 290000 21750 5800 290000 1999 1 0 1 1 305000 22875 6100 305000 1999 1 0 1 1 315000 23625 6300 315000 1999 1 0 1 1 330000 24750 6600 330000 1999 1 0 1 1 345000 25875 6900 345000 1999 1 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBF4 2005-05-11 360000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBG2 2005-05-11 380000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBH0 2005-05-11 395000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBJ6 2005-05-11 410000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBK3 2005-05-11 435000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 360000 27000 7200 360000 1999 1 0 1 1 380000 28500 7600 380000 1999 1 0 1 1 395000 29625 7900 395000 1999 1 0 1 1 410000 30750 8200 410000 1999 1 0 1 1 435000 32625 8700 435000 1999 1 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBL1 2005-05-11 455000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBM9 2005-05-11 1490000 REFUNDING OF ORIGINAL 1998 RESIDENTIAL FACILITIES REVENUE BONDS 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBQ0 2007-08-28 20000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBR8 2007-08-28 20000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBS6 2007-08-28 25000 Residential Facilities Revenue Bonds, Series 2007A 0 0 455000 34125 9100 455000 1999 1 0 1 1 1490000 111750 29800 1490000 1999 1 0 1 1 20000 2000 400 20000 2008 0 0 1 1 20000 2000 400 20000 2008 0 0 1 1 25000 2500 500 25000 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBT4 2007-08-28 20000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBU1 2007-08-28 25000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBV9 2007-08-28 25000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBW7 2007-08-28 25000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBX5 2007-08-28 30000 Residential Facilities Revenue Bonds, Series 2007A 0 0 20000 2000 400 20000 2008 0 0 1 1 25000 2500 500 25000 2008 0 0 1 1 25000 2500 500 25000 2008 0 0 1 1 25000 2500 500 25000 2008 0 0 1 1 30000 3000 600 30000 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBY3 2007-08-28 25000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PBZ0 2007-08-28 30000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PCA4 2007-08-28 30000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PCB2 2007-08-28 30000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PCC0 2007-08-28 30000 Residential Facilities Revenue Bonds, Series 2007A 0 0 25000 2500 500 25000 2008 0 0 1 1 30000 3000 600 30000 2008 0 0 1 1 30000 3000 600 30000 2008 0 0 1 1 30000 3000 600 30000 2008 0 0 1 1 30000 3000 600 30000 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PCD8 2007-08-28 185000 Residential Facilities Revenue Bonds, Series 2007A 0 0 The Industrial Development Authority of Callaway County Missouri 431327288 13116PCE6 2007-08-28 4205000 Residential Facilities Revenue Bonds, Series 2007A 0 0 185000 18500 3700 185000 2008 0 0 1 1 4205000 420500 84100 197000 4205000 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 COMMERCE BANK Board member Scott S Boswell is an officer of commerce bank 1000000 Lease and purchasing card program 0 SM Wilson Company Board Member Scott J Wilson is an Officer/Owner of S.M. Wilson Company 215425 Construction 0 X 20 233674 Median value date recvd 0 0 0 0 Method for Determining Number of Contributors: Part I, Column (b): Westminster College is reporting the number of contributors on Schedule M. Form 990, Part VI, Section A, line 2 Scott S Boswell and Kim Daniel: Family Relationship Form 990, Part VI, Section B, line 11 Form 990 is reviewed by the Controller and CFO. A copy of the Form 990 is made available to board members electronically. Board members are notified and asked to review with a stated deadline. Form 990, Part VI, Section B, line 12c Members are required to disclose any conflicts of interest annually. Any activity of significance goes before the board and members are required to abstain after disclosing a personal relationship. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. The financial affairs committee manages issues relating to selection of the independent auditor. This process has not changed from the prior year.