2026-05-04T13:53:56-05:00 2025-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2024-07-01 430654854 CENTRAL METHODIST UNIVERSITY CENT 6602486203 411 CENTRAL SQUARE FAYETTE MO 652481104 JULEE SHERMAN VP FINANCE AND ADMINISTRATION 6602486203 2026-05-04 1 1 RYAN HENRY P01749573 5734426171 2026-03-28 2024 2025-03-06 01:10:19Z JULEE SHERMAN 411 CENTRAL SQUARE FAYETTE MO 65248 77338181 0 X WWW.CENTRALMETHODIST.EDU X 1902 MO CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 41 40 894 70 136591 0 5926917 7691083 48662731 52669790 1248712 1290767 421347 412882 56259707 62064522 18497152 19454540 0 0 25785472 26798954 0 0 1079987 13956942 15459668 58239566 61713162 -1979859 351360 164860867 169855977 10742017 9803649 154118850 160052328 X CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD. 0 0 19454540 19454540 SCHOLARSHIP PROGRAMS AND STUDENT FINANCIAL ASSISTANCE - SCHOLARSHIPS ARE AWARDED TO OVER 90% OF FULL-TIME STUDENTS 7842030 HIGHER EDUCATION STUDENT SERVICES FOR ACTIVITIES THAT CONTRIBUTE TO THE STUDENT EXPERIENCE 22924999 46069588 HIGHER EDUCATION INSTRUCTION AND RESEARCH EXPENDITURES TO OPERATE INSTITUTION FOR OVER 3,800 STUDENTS 4749216 6876493 HIGHER EDUCATION AUXILIARY EXPENSES - EXPENSES FOR ROOM AND BOARD FOR OVER 600 STUDENTS LIVING ON CAMPUS EDUCATIONAL DELIVERY, GENERAL/OTHER ACADEMIC SUPPORT - MISCELLANEOUS OTHER SUPPORT FOR EDUCATIONAL PROGRAMS 4749216 6876493 54970785 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 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 0 1 1 0 0 0 0 0 0 0 1 26 0 1 894 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULEE SHERMAN 6602486203 411 CENTRAL SQUARE FAYETTE MO 65248 JACQUE RICHMOND TRUSTEE 1.00 X 0 0 0 DAVID ATKINS TRUSTEE 1.00 X 0 0 0 ROBERT ANDERSON TRUSTEE 1.00 X 0 0 0 ROBERT BLANTON TRUSTEE 1.00 X 0 0 0 MARILYN CAUL TRUSTEE 1.00 X 0 0 0 MARK DEMPSEY TRUSTEE 1.00 X 0 0 0 DAVID LEMKE TRUSTEE 1.00 X 0 0 0 JIM MARCHBANK TRUSTEE 1.00 X 0 0 0 BISHOP ROBERT FARR TRUSTEE 1.00 X 0 0 0 TED HOUSE TRUSTEE 1.00 X 0 0 0 JULIE PARRISH TRUSTEE 1.00 X 0 0 0 CLAYTON SMITH TRUSTEE 1.00 X 0 0 0 JANET JACOBS TRUSTEE 1.00 X 0 0 0 RON KNIGGE TRUSTEE 1.00 X 0 0 0 KIRK MEYER TRUSTEE 1.00 X 0 0 0 TERRY HENDERSON VICE CHAIRMAN 1.00 X X 0 0 0 NANCY PEACOCK CHAIRMAN 1.00 X X 0 0 0 CHRISTINA SHUTT TRUSTEE 1.00 X 0 0 0 JIM MATHER TRUSTEE 1.00 X 0 0 0 SHARON RUBEY TRUSTEE 1.00 X 0 0 0 BRUCE ADDISON TRUSTEE 1.00 X 0 0 0 LYNN MINER TRUSTEE 1.00 X 0 0 0 FRANK WALLIS TRUSTEE 1.00 X 0 0 0 WILLIAM WASHBURN TRUSTEE 1.00 X 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 40.00 X X 342170 0 44086 LARRY TUCKER SECRETARY 1.00 X X 0 0 0 TERRI SWAN TRUSTEE 1.00 X 0 0 0 JAY SHELTON TRUSTEE 1.00 X 0 0 0 JW ARNOLD TRUSTEE 1.00 X 0 0 0 DEBORAH DODGE TRUSTEE 1.00 X 0 0 0 IVAN JAMES III TRUSTEE 1.00 X 0 0 0 PAULA JUST TRUSTEE 1.00 X 0 0 0 TAD PERRY TRUSTEE 1.00 X 0 0 0 ERIC TRELZ TRUSTEE 1.00 X 0 0 0 SHELBY ALEXANDER TRUSTEE 1.00 X 0 0 0 MELISSA DODD TRUSTEE 1.00 X 0 0 0 HADLEY EDWARDS TRUSTEE 1.00 X 0 0 0 MARK HARBISON TRUSTEE 1.00 X 0 0 0 JAY JACOBS TRUSTEE 1.00 X 0 0 0 JOHN ORSCHELN TRUSTEE 1.00 X 0 0 0 KELLIE PLATZ TRUSTEE 1.00 X 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 40.00 X 202367 0 24437 CHAD GAINES VP FOR TECHNOLOGY AND PLANNING 40.00 X 188869 0 23420 RITA GULSTAD VICE PRESIDENT/PROVOST 40.00 X 300032 0 25353 WILLIAM SHEEHAN VP FOR ADVANCEMENT AND ALUMNI RELATIONS 40.00 X 232624 0 27376 MELISSA MACE VP FOR ENROLLMENT 40.00 X 171700 0 14347 STEPHANIE BRINK DEAN OF HEALTH PROFESSIONS 40.00 X 215000 0 18726 SALLY HACKMAN ADMINISTRATOR 40.00 X 139340 0 16462 CARLENA KLUSMEYER ADMINISTRATOR 40.00 X 151922 0 12847 DORI WAGGONER ADMINISTRATOR 40.00 X 132356 0 17923 DAVID GORTON ADMINISTRATOR 40.00 X 169707 0 15083 BRAD DIXON VP OF STUDENT LIFE 40.00 X 107033 0 17794 2353120 0 257854 12 0 1 0 FRESH IDEAS 411 CMU SQUARE FAYETTE MO 65248 FOOD SERVICE 1838996 JENZABAR PO BOX 845588 BOSTON MA 02284 SOFTWARE 475906 WATERMARK PO BOX 736632 DALLAS TX 75373 SOFTWARE 331650 LITTLE DIXIE CONSTRUCTION 1431 CINNAMON HILL LANE 209 COLUMBIA MO 65201 CONSTRUCTION 308160 HAGER CONSTRUCTION 240 BRADFORD LN LOOSE CREEK MO 65054 CONSTRUCTION 177716 6 643008 7048075 209889 7691083 TUITION AND FEES 900099 46069588 46069588 RESIDENCE HALLS 900099 3412334 3412334 DINING HALL 900099 2996830 2996830 BOOKSTORE 459210 191038 54447 136591 52669790 1293037 1293037 67324 0 67324 67324 67324 15271389 15273659 -2270 -2270 -2270 MISCELLANEOUS 900099 345558 345558 345558 62064522 52946081 136591 1290767 19454540 19454540 1619593 1036647 421126 161820 20260833 18367084 1422531 471218 991247 722779 238565 29903 2559037 2331103 157581 70353 1368244 1257367 78493 32384 9063 9063 110761 110761 40430 40430 189086 50939 20021 118126 290432 105304 161323 23805 1217650 992838 160244 64568 1605606 1427689 177917 1765999 1447434 243730 74835 80276 80276 3305990 2878489 427501 830113 830113 OTHER EXPENSE 1951725 1387645 563235 845 FOOD SERVICE 1646704 1617472 27458 1774 REPAIRS AND MAINTENANCE 1172949 783118 389831 0 DUES AND MEMBERSHIP 1017342 891288 97894 28160 225542 138773 84573 2196 61713162 54970785 5662390 1079987 28727092 28079062 4165842 4661825 984831 1119887 226206 190891 104018829 54914727 50663003 49104102 57836629 63760338 18877107 19593124 3380157 3346748 164860867 169855977 2914942 2185926 3326571 3750226 3615000 3135000 885504 732497 10742017 9803649 X 90911653 90985858 63207197 69066470 154118850 160052328 164860867 169855977 X 351360 5388967 193151 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 67710220 3575991 5482314 3020000 73748525 64408659 817721 5403840 2920000 67710220 61176030 1162580 4870049 2800000 64408659 66883504 966970 -4484444 2190000 61176030 51519787 3568710 15493117 1989400 1708710 66883504 0.19068 0.54564 0.26368 1 0 105368 1768033 1873401 91904799 45702531 46202268 10240629 9212196 1028433 49104102 HEDGE FUNDS 6734066 F PRIVATE EQUITY FUNDS 12859058 F 19593124 ANNUITIES PAYABLE 27827 CONDITIONAL ASSET RETIREMENT OBLIGATIONS 292426 ACCRUED INTEREST PAYABLE 23619 OPERATING LEASE RIGHT OF USE LIABILITY 388625 732497 48326669 5388967 368151 5757118 42569551 40430 19454541 19494971 62064522 42393191 175000 175000 42218191 40430 19454541 19494971 61713162 PART III, LINE 1A: THE ASHBY HODGE GALLERY OF AMERICAN ART MAINTAINS A COLLECTION OF OIL PAINTINGS, LITHOGRAPHS, DRAWINGS AND ACRYLICS, MAINLY REPRESENTING THE WORK OF AMERICAN REGIONALIST ARTISTS. SPECIAL EXHIBITS ARE SCHEDULED THROUGHOUT THE YEAR. ADJOINING THE GALLERY IS A READING ROOM FEATURING ART CATALOGUES, EXHIBITION BOOKS AND FINE ARTS PERIODICALS. THE GALLERY PROVIDES STUDENTS, EMPLOYEES, AND VISITORS AN EXPOSURE TO A VARIETY OF ART MEDIUMS AND ENHANCES THE LIBERAL ARTS HIGHER EDUCATION EXPERIENCE ON CAMPUS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR SCHOLARSHIPS AND OTHER GENERAL EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST 368,151. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 19,454,540. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE ACCOUNTS 175,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 19,454,540. ROUNDING 1. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN PRINT AND ON THE SCHOOL'S WEBSITE. IT IS ALSO OUTLINED IN THE EMPLOYEE HANDBOOK. SCHEDULE E, PART I, LINE 6 FEDERAL PELL, SEOG AND ACG GRANT FUNDS ARE RECEIVED FROM THE DOE FOR QUALIFIED STUDENTS. X X 0 MCALLISTER & QUINN 1625 EYE STREET NW SUITE 750 WASHINGTON DC 20006 GRANT WRITING 0 0 111000 -111000 111000 -111000 1 FINANCIAL AID 1480 19454540 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH THE FINANCIAL AID AND ADMISSION OFFICES. ANNUAL REVIEW OF QUALIFICATIONS FOR EACH LEVEL OF SCHOLARSHIPS IS DONE AFTER THE SPRING TERM. SATISFACTORY PROGRESS GUIDELINES FROM THE DEPARTMENT OF EDUCATION ARE FOLLOWED FOR ALL STUDENTS RECEIVING ANY TYPE OF SCHOLARSHIP AID. OUR ADVANCEMENT OFFICE ASSIGNS ENDOWED SCHOLARSHIPS. ENDOWED SCHOLARSHIPS (FUNDED INSTITUTIONAL AID) REPRESENTS LESS THAN 20% OF OUR AWARDED SCHOLARSHIPS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ROGER DRAKE PRESIDENT/TRUSTEE 341879 0 0 0 291 0 22890 0 21196 0 386256 0 0 0 RITA GULSTAD VICE PRESIDENT/PROVOST 300032 0 0 0 0 0 16157 0 9196 0 325385 0 0 0 WILLIAM SHEEHAN VP FOR ADVANCEMENT AND ALUMNI RELATI 232624 0 0 0 0 0 18180 0 9196 0 260000 0 0 0 STEPHANIE BRINK DEAN OF HEALTH PROFESSIONS 215000 0 0 0 0 0 9563 0 9163 0 233726 0 0 0 JULEE SHERMAN VP FOR FINANCE & ADMINISTR 202367 0 0 0 0 0 15268 0 9169 0 226804 0 0 0 CHAD GAINES VP FOR TECHNOLOGY AND PLANNING 188869 0 0 0 0 0 14224 0 9196 0 212289 0 0 0 MELISSA MACE VP FOR ENROLLMENT 171700 0 0 0 0 0 5151 0 9196 0 186047 0 0 0 DAVID GORTON ADMINISTRATOR 169707 0 0 0 0 0 5947 0 9136 0 184790 0 0 0 CARLENA KLUSMEYER ADMINISTRATOR 151922 0 0 0 0 0 3795 0 9052 0 164769 0 0 0 SALLY HACKMAN ADMINISTRATOR 139340 0 0 0 0 0 7275 0 9187 0 155802 0 0 0 DORI WAGGONER ADMINISTRATOR 132356 0 0 0 0 0 9402 0 8521 0 150279 0 0 0 PART I, LINE 1A THE PRESIDENT'S RESIDENCE IS USED FOR BUSINESS PURPOSES AND TO FURTHER THE MISSION OF CENTRAL METHODIST UNIVERSITY. THE PRESIDENT IS REQUIRED TO RESIDE IN THE RESIDENCE AND HOST MANY EVENTS FOR FACULTY, STAFF, ALUMNI, BOARD MEMBERS, AND OTHERS. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF FAYETTE MO 431327288 2016-08-17 7358386 REFUND A PRIOR ISSUE - FUNDING NEW AND OLD CAPITAL PROJECTS 0 0 0 A 4163386 7358386 144000 7214386 2014 0 1 1 1 A 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 A 0 ROGER DRAKE TRUSTEE/PRESIDENT 386257 VOTING OFFICER/TRUSTEE ALSO EMPLOYED FULL-TIME BY THE ORGANIZATION 0 X 1 10000 APPRAISAL X 12 154730 AVG. OF FMV X ATHLETICS EQUIPMENT AND SUPPLIES 3 31783 COST X ATHLETIC AUCTION ITEMS 8 7998 COST X MISCELLANEOUS ITEMS 7 5378 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND FINANCE CHAIR REVIEW THE RETURN BEFORE IT IS SUBMITTED. THE RETURN IS THEN MADE AVAILABLE TO THE ENTIRE BOARD ON A SECURE INTERNET PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS ARE DISTRIBUTED TO TRUSTEES AND SENIOR STAFF. THESE ARE REVIEWED BY THE AUDIT COMMITTEE, DISCUSSED AS NEEDED AND REPORTED BACK AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWED COMPARABLE DATA FROM PEER INSTITUTION'S FORM 990'S, SURVEY DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES FOR ALL SENIOR OFFICERS. THE DISCUSSION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 368,151. CUMULATIVE ADJUSTMENT FOR THE ADOPTION OF ASC 606 0. UNCOLLECTIBLE ACCOUNTS -175,000. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.