2011-05-16T13:02:46-05:00 2010-06-30 KPMG LLP 191 West Nationwide Blvd Ste 500 Columbus OH 432152568 990 2009-07-01 430652649 LINDENWOOD COLLEGE LIND 6369494970 209 SOUTH KINGSHIGHWAY ST CHARLES MO 633011693 JAMES D EVANS 2011-05-13 6142492300 2009 2016-02-24 21:20:13Z LINDENWOOD UNIVERSITY James D Evans PRESIDENT 209 SOUTH KINGSHIGHWAY ST CHARLES MO 633011693 150364410 false X http://wwww.lindenwood.edu X 1853 MO ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1918, LINDENWOOD UNIVERSITY IS A DISTINCTIVE, INDEPENDENT MIDWESTERN UNIVERSTIY THAT PRODUCES INFORMED, EFFECTIVE, PRINCIPLED LEADERS FOR A GLOBAL SOCIETY. 36 34 1802 209 541003 -415006 5139277 4674027 129557658 142124516 1757808 3453276 110321 112591 136565064 150364410 28365954 32196753 0 0 33703431 36789284 0 0 540768 45653216 52612903 107722601 121598940 28842463 28765470 356663918 391311069 16690372 16581301 339973546 374729768 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 39112109 32196753 111956511 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 6/30/2010, APPROXIMATELY 9,790 FULL-TIME EQUIVALENT STUDENTS. APPROXIMATELY 17,351 STUDENTS WERE SERVED. 21606435 329557 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 71 STUDENT CLUBS AND ORGANIZATIONS TO FACILITATE THEIR ACTIVITIES AND PROJECTS. THE ATHLETIC DEPARTMENT HAS 21 NAIA SPORTS FOR MEN AND WOMEN, AS WELL AS, 25 OTHER NATIONALLY AFFLIATED SPORTS. 14603614 27305806 AUXILIARY - STUDENT ROOM AND BOARD AND AS OF FISCAL YEAR 6/30/2010, APPROXIMATELY 4,235 STUDENTS WERE SERVED. 37549885 1991639 OTHER REVENUE 37549885 1991639 112872043 true true false false false false true false true true true false true true true false false false false false false false true true false false false false false true false true true true false false false false false false false true 14994 0 1802 true true true false false false false false false false false 36 34 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 328355 0 22988 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 CORTNEY LENK 1.0 X 0 0 0 NANCY CALVERT 1.0 X 0 0 0 ELIZABETH M RAUCH 1.0 X X 0 0 0 JOSEPH G MATTHEWS 1.0 X 0 0 0 RANDALL SIMONS 1.0 X 0 0 0 HENRY J ELMENDORF 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 JAMES E ISSLER 1.0 X 0 0 0 LARRY G KELLEY 1.0 X 0 0 0 MAURICE D NEWBERRY 1.0 X 0 0 0 RONNIE D OSBORN 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 RICHARD BOYLE 40.0 X 190730 0 12946 LUCY S MORROS 40.0 X 110780 0 12809 JULIE M MUELLER 40.0 X 239429 0 15680 JOHN R OLDANI 40.0 X 169312 0 8466 JANN WEITZEL 40.0 X 126818 0 13611 JERRY M BLADDICK 40.0 X 69360 0 7027 PETER BEZEMES 40.0 X 146963 0 10757 DAVID KANDEL 40.0 X 120242 0 13441 MARSHA M PARKER 40.0 X 115901 0 13065 EMILIE JOHNSON 40.0 X 116045 0 13372 MARILYN ABBOTT 40.0 X 113086 0 11856 1847021 0 156018 24 false true false HOSPITALITY SERVICE 411 WEST ORCHARD AVE BALLWIN MO 63011 FOOD SERVICE 3645770 THOELE INC PO BOX 460 ST CHARLES MO 63302 CONSTRUCTION CONTRAC 1354429 ATLAS IRON WORKS 4020 GERALDINE AVE ST LOUIS MO 63115 CONSTRUCTION STEEL 2124334 MATHENY HEATING COOLING 6317 OLIVE BLVD ST LOUIS MO 63130 HVAC SUPPLIER 1710417 QUALITY HEATING AIR CONDITIONING 6141 ETZEL AVENUE ST LOUIS MO 63133 HVAC SUPPLIER 2004009 88 1118726 3555301 265117 4674027 TUITION AND FEES 900099 111956511 111956511 AUXILIARY - ROOM AND BOARD 900099 27305806 27305806 SPIRIT SHOPPE 900099 756022 756022 ICE ARENA 713990 541003 541003 ATHLETICS 900099 329557 329557 1235617 1235617 142124516 3143867 3143867 0 0 309409 309409 309409 309409 0 0 0 OTHER REVENUE 900099 112591 112591 112591 150364410 141696104 541003 3453276 0 32196753 32196753 0 0 1317979 552326 542989 222664 0 29813107 27377065 2250282 185760 683280 583250 90840 9190 2620132 2341424 258683 20025 2354786 2136598 186944 31244 0 114996 114996 97400 97400 0 0 0 630316 348502 281814 643843 527068 116775 3556339 2389778 1108265 58296 3548669 3371236 177433 0 409227 409227 942808 843241 92860 6707 0 0 0 0 9205632 8575267 624068 6297 679366 679366 FOOD SERVICE 3437342 3437342 REPAIRS & MAINTENANCE 6296526 5859742 436784 UTILITIES 3249704 3035431 213688 585 ATHLETICS 3327865 3327865 STUDENT WORK & LEARN 10958119 10848538 109581 5514751 4711390 803361 121598940 112872043 8186129 540768 8504787 13405051 4111989 3846174 4961261 3823167 723302 690269 288426 395252 413223 620354 319112947 65444215 235923086 253668732 97695416 111082697 4042428 3779373 356663918 391311069 10362356 9800429 4574146 5171597 1753870 1609275 16690372 16581301 X 328206861 360829218 1894858 3678185 9871827 10222365 339973546 374729768 356663918 391311069 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 255792 4148731 X X X false 68591943 11725373 6654442 485216 86486542 71753943 13486682 -16418576 230106 68591943 0.86820 0.11820 0.01360 true false 48914954 48914954 4268865 208045596 49224796 163089665 7840131 2553917 5286214 20471149 13665502 6805647 29572252 29572252 253668732 0 FUNDS HELD IN CUSTODY FOR OTHERS 251351 OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS 63825 REFUNDABLE U.S. GOVERNMENT STUDENT LOANS 700270 PAYABLE TO LIFE ESTATE ANNUITANTS 593829 1609275 150364410 121598940 28765470 6180945 -190195 5990750 34756220 124158409 6180945 -32386946 -26206001 150364410 150364410 89402187 89402187 32196753 32196753 121598940 RECONCILIATION OF NET ASSETS SCHEDULE D, PART XI Line 8 CHANGE IN SPLIT-INTEREST AGREEMENT - (190,195) RECONCILIATION OF REVENUE SCHEDULE D, PART XII LINE 2D SCHOLARSHIPS - (32,196,753) CHANGE IN SPLIT INTEREST AGREEMENT - (190,195) ROUNDING - 2 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII LINE 4B SCHOLARSHIPS - 32,196,753 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 IT'S 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 3.17 GENERAL OPERATING EXPENSES SCHOLARSHIPS 6.11 DESERVING LINDENWOOD STUDENTS BUILDING AND MAINTENANCE 1.18 BUILDING AND MAINTENANCE EXPENSES OTHER 2.72 DESIGNATED OPERATING EXPENSES (1) QUASI ENDOWMENTS 86.82 TOTAL 100.0 (1) THE QUASI ENDOWMENTS ARE EXTRA FUNDS THAT THE UNIVERSITY HAS SET A SIDE OVER THE LAST 182 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 ALL ADVERTISEMENTS (I.E. CATALOGS) INCLUDE STATEMENTS RECOMMENDED FOR IRS EXEMPT ORGANIZATIONS. true true true true false false false false false false false false true false 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. true Central America and the Caribbean 2 Program Services RECRUITING 47392 2 47392 STATEMENT OF ACTIVITIES OUTSIDE UNITED STATES - SCHEDULE F, PART I, LINE 2 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 2009-2010 FISCAL YEAR WAS: ALUMNI ONE: $27,104 ALUMNI TWO: $20,288 TOTAL: $47,392 true SCHOLARSHIPS 11220 32196753 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 FINACIAL AID OFFICE MONITOR THESE FUNDS. X true true X X X X false false false false false false false false false RICHARD BOYLE 184730 0 0 0 6000 0 9237 0 3709 0 203676 0 0 0 JAMES D EVANS 313765 0 0 0 14590 0 12250 0 10738 0 351343 0 0 0 JULIE M MUELLER 239429 0 0 0 0 0 11971 0 3709 0 255109 0 0 0 JOHN R OLDANI 169312 0 0 0 0 0 8466 0 0 0 177778 0 0 0 PETER BEZEMES 140963 0 0 0 6000 0 7048 0 3709 0 157720 0 0 0 BLANTON CONTRUCTION OWNER IS DIRECTOR 1668462 CONSTRUCTION false X 1 18000 FAIR MARKET VALUE X 1 28000 FAIR MARKET VALUE X Office Furniture 1 9971 FAIR MARKET VALUE X Labor & Material - sign foundation 1 7480 FAIR MARKET VALUE X Construction Management Services 1 57752 FAIR MARKET VALUE X HVAC Services 1 72250 FAIR MARKET VALUE X Professional Communications Counsel 1 5150 FAIR MARKET VALUE X Labor & Material - wiring of marquee sign 1 15900 FAIR MARKET VALUE X Professional Alumni Survey design and processing 1 9000 FAIR MARKET VALUE X New building ground exculvation 1 22074 FAIR MARKET VALUE X Labor for sign monument construction 1 19540 FAIR MARKET VALUE 0 false true false FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11a 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. CONFLICT OF INTEREST POLICY PART VI, QUESTION 12 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. 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.