2025-04-15T15:18:26-07:00 2024-05-31 990 2023-06-01 620475691 MARYVILLE COLLEGE MARY 8659818138 502 E Lamar Alexander Parkway Maryville TN 37804 Kelly Leonard VP For Finance 8659818139 2025-04-14 1 2023 2025-03-06 01:10:19Z Kelly Leonard 502 E Lamar Alexander Parkway Maryville TN 37804 66068691 0 X www.maryvillecollege.edu X 1819 TN Maryville College is an undergraduate, liberal arts, residential community of faith and learning, serving students of all ages and backgrounds. We prepare students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice and dedicate a life of creativity and service to the peoples of the world. In fiscal year 2024, the College served a full-time equivalent total of 1138 students. The College has 70 programs of study and 19 Division III sports teams. 30 29 685 257 556930 0 8611112 8877173 46947623 50732617 4188688 4341395 452718 373017 60200141 64324202 22168334 24525866 0 0 19569546 20711921 28241 17500 1112875 17682024 17484898 59448145 62740185 751996 1584017 195858155 207747216 35356790 34592457 160501365 173154759 Maryville College prepares students for lives of citizenship and leadership as we challenge each one to search for truth, grow in wisdom, work for justice, and dedicate a life of creativity and service to the peoples of the world. 0 0 47110489 24525866 41433773 Higher Education: Maryville College is a four year liberal arts college. The institution provides four year degree granting programs. In fiscal year 2024 there were 1138 total undergraduates with approximately 75% living on campus. 2189494 0 49120 The Clayton Center for the Arts is a two building complex and plaza located on a part of the Maryville College campus. The buildings are owned by the Industrial Development Board of Blount County and are leased to the City of Maryville and the City of Alcoa. The cities in turn have an operating agreement with the College to manage and operate the facility. The Center is a place to present outstanding artists, produce worthy art, develop both local artists and their audiences and provide space for the presentation of artistic and cultural events by outside entities. It is also where the College's fine arts division is located. 0 0 0 49299983 1 1 0 0 0 0 0 1 0 1 1 0 1 0 1 1 1 0 1 0 1 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 285 0 1 685 1 1 1 1 CJ 0 0 0 1 1 0 0 0 1 1 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Tessa Cortes 8659818168 502 E Lamar Alexander Parkway Maryville TN 37804 Dr Bryan Coker President 40 0 X X 375337 0 61151 Dr Dan Klingensmith Vice President 40 0 X 156020 0 25565 Melinda S Booker Vice President 40 0 X 145787 0 29591 Kelly Leonard Vice President 40 0 X 142802 0 19161 John Berry Chief Operations Officer 40 0 X 130072 0 15875 Alayne Bowman Vice President 40 0 X 112362 0 19887 Dr Kathie Shiba Faculty 40 0 X 103420 0 18570 Blake Smith General Manager 40 0 X 105849 0 14066 Dr Jawanda Grant Vice President 40 0 X 103728 0 14353 Traci Haydu Faculty 40 0 X 103467 0 9583 Jeffery S Ingle Vice President 40 0 X 63493 0 11366 Dr William Bell Board Member 2 0 X 0 0 0 Dr James Kulich Board Member 2 0 X 0 0 0 Mr Adriel McCord Board Member 2 0 X 0 0 0 Ms Erin Palmer Polly Board Member 2 0 X 0 0 0 Dr Jennifer McCafferty-Fernandez Board Member 2 0 X 0 0 0 Mr Charles Wright Board Member 2 0 X 0 0 0 Mr Alvin Nance Board Member 2 0 X 0 0 0 Judge W Neal McBrayer Board Member 2 0 X 0 0 0 Mr Timothy A Topham Board Member 2 0 X 0 0 0 Mr Jason Brooks Board Member 2 0 X 0 0 0 Mr Steven Diggs Board Member 2 0 X 0 0 0 Mr Adam Ray Board Member 2 0 X 0 0 0 Ms Cate Biggs Board Member 2 0 X 0 0 0 Ms Jane Alexander Carl Board Member 2 0 X 0 0 0 Mr Greg Gheen Board Member 0 0 X 0 0 0 Mr Don Hickman Board Member 2 0 X 0 0 0 Rev Gradye Parsons Board Member 2 0 X 0 0 0 Mr Charles West Board Member 2 0 X 0 0 0 Dr Margaret Cowan Board Member 2 0 X 0 0 0 Mr Kyle Duke Board Member 2 0 X 0 0 0 Mr Joe Emert Board Member 2 0 X 0 0 0 Mr Wayne Kramer Board Member 2 0 X 0 0 0 Ms Marcia Kilby-Rethwilm Board Member 2 0 X 0 0 0 Ms Mary Crawford Board Member 2 0 X 0 0 0 Mr Michael Davis Jr Board Member 2 0 X 0 0 0 Ms Claudia Caballero Board Member 2 0 X 0 0 0 Ms Karla Hiedelberg Board Member 2 0 X 0 0 0 Ms Marissa McInnis Board Member 2 0 X 0 0 0 Ms Wendy Neff Board Member 2 0 X 0 0 0 1542337 0 239168 10 0 1 0 Encoura LLC 1108 Lacava St Suite 110-390 Austin TX 78701 higher education consulting 110274 1 0 0 0 0 1713699 7163474 1226434 8877173 Tuition and Instruction 611310 39376030 39376030 0 0 Residence Hall and Student Meals 611310 10749389 0 0 10749389 Sales of Education Activities 611310 22275 22275 0 0 Clayton Center for the Arts 711310 584923 49120 535803 0 0 0 0 0 50732617 2509402 0 0 2509402 0 0 0 0 0 0 0 0 148415 0 0 0 148415 0 148415 0 0 148415 3568530 0 1730141 6396 1838389 -6396 1831993 1831993 0 0 0 29079 7952 21127 0 21127 0 campus vending and other education income 611310 203475 203475 0 0 0 0 0 0 203475 64324202 41482893 556930 13407206 0 0 24525866 24525866 0 0 0 0 1248248 441331 577258 229659 0 0 0 0 15375017 12110375 2733411 531231 495686 396946 83027 15713 2417477 1935915 404927 76635 1175493 941334 196895 37264 0 0 0 0 114298 0 114298 0 70475 0 70475 0 0 0 0 0 17500 17500 0 0 0 0 976798 719531 223355 33912 87694 49056 38638 0 166641 54162 51353 61126 895686 430508 465178 0 0 0 0 0 2439806 267695 2172111 0 1982998 1880689 20103 82206 0 0 0 0 235507 133278 102128 101 714955 0 714955 0 0 0 0 0 2972418 113909 2858509 0 59269 0 59269 0 Library 202601 202601 0 0 Student Food Service 2701112 2701112 0 0 Supplies 1524116 989588 507000 27528 Repairs and maintenance 1382332 545848 836484 0 958192 860239 97953 0 62740185 49299983 12327327 1112875 678759 1790186 63185 27521 2480207 1729424 650119 1066204 0 0 0 0 268 0 5240 2512 13709004 13180141 128409017 57634972 70046785 70774045 0 0 0 0 104302635 113649556 0 0 3921953 5527627 195858155 207747216 2450323 2784427 0 0 262314 127125 24913426 22691383 0 0 0 0 6812734 8008416 0 0 917993 981106 35356790 34592457 X 53080285 52521141 107421080 120633618 160501365 173154759 195858155 207747216 1584017 11069377 0 0 0 0 X 0 1 X 1 1 1 X 5291059 6758660 10236673 7336096 7634828 37257316 0 0 0 0 5291059 6758660 10236673 7336096 7634828 37257316 1663613 35593703 2373154 2777357 2076914 2063562 2509402 11800389 424456 82546 326962 598421 556930 1989315 0 0 0 0 0 0 51047020 230716041 0.69727 0.69773 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 20193 0 0 X X 0 102150862 1037403 15931685 4081357 3700985 98875 111238733 109333104 1695733 -321856 4502482 3983703 69934 102150862 123094709 1756588 -8797712 3535391 3070922 114168 109333104 98036427 4270820 25407296 4518550 0 101284 123094709 92970408 3518146 5916932 4282325 0 86734 98036427 0.01 0.78 0.21 1 0 0 368850 368850 0 104959103 41997883 62961220 0 7575765 2210348 5365417 0 15125645 13167195 1958450 0 379654 259546 120108 70774045 Private Equities 101588 F US Equities 51157563 F International Equities 19863416 F Fixed Income 31184366 F Cash and Other Equivalents 3118051 F Other Investments 13536 F Beneficiatl Interest in Perpetual Trust 8211036 F 113649556 0 Annuity Obligations 476337 Student and other deposits 504769 981106 X 75393579 11069377 0 0 0 11069377 64324202 0 0 0 64324202 62740185 0 0 0 0 0 62740185 0 0 0 62740185 Schedule D, Part III, Line 4 The fine arts collection held as assets on the College's balance sheet consist of two sculptures and one painting, and are held for public exhibition and/or education. Schedule D, Part V, Line 4 The endowment funds of the College are used for students scholarships and awards, building and grounds maintenance, and other various program support. Schedule D, Part X, Line 2 The College is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the College's exempt purpose is subject to taxation as unrelated business income. No provision for income taxes has been made in the accompanying financial statements. The College accounts for the effect of any uncertain tax positions based on a more likely than not threshold to the recognition of the tax positions being sustained based on the technical merits of the position under examination by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a cumulative probability assessment that aggregates the estimated tax liability for all uncertain tax positions. Tax positions for the College include, but are not limited to, the tax-exempt status and determination of whether income is subject to unrelated business income tax; however, the College has determined that such tax positions do not result in an uncertainty requiring recognition. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Maryville College has a statement of Non-discriminatory policy located in its student handbook which all students have access to. Additionally, it is published on the College website as well as in its admissions materials. Schedule E, Part I, Line 6 The College is the recipient of annual federal and state grants, loans, federal work study, and other supplemental education opportunity grants. 1 Central America and the Caribbean 0 0 Program Services Student Study Abroad Program 43258 Europe (including Iceland and Greenland) 0 0 Program Services Student Study Abroad Program 226521 0 0 269779 Educational Scholarship Central America and the Caribbean 1 37618 Other 0 N/A N/A Educational Scholarship East Asia and the Pacific 5 148746 Other 0 N/A N/A Educational Scholarship Europe (including Iceland and Greenland) 5 134846 Other 0 N/A N/A Educational Scholarship Middle East and North Africa 1 37618 Other 0 N/A N/A Educational Scholarship Russia and Neighboring States 4 101236 Other 0 N/A N/A Educational Scholarship South Asia 2 26000 Other 0 N/A N/A Educational Scholarship Sub-Saharan Africa 6 114500 Other 0 N/A N/A 0 0 0 1 0 0 Schedule F, Part I, Line 2 The Financial Aid Office of the College maintains a database of all students, their eligibility for grant funds determined through various procedures, the amount awarded and accepted by each student, and documentation of verifying data. The College also has an audit performed in accordance with the requirement of Title 2 U.S. Code of Federal Regulations Part 200 as part of the financial statement audit. X X X X X X X 1 Alexander Haas Martin & Partners 3520 Piedmont Road NE Suite 30 Atlanta GA 30305 Professional consulting on fundraising campaign for the College. 0 821400 17500 803900 821400 17500 803900 1 Maryville College grants and awards to students attending college 1138 16376417 0 N/A N/A Maryville College direct funded endowed scholarships and awards 72 115941 0 N/A N/A Maryville College indirect funded endowed scholarships 182 3924224 0 N/A N/A Maryville College Bonner Scholarship 59 285689 0 N/A N/A Maryville College Tuition for Faculty/Staff dependents 28 748794 0 N/A N/A Maryville College Presidential Scholarships 86 1998000 0 N/A N/A Maryville College Tuition Exchange 12 394989 0 N/A N/A MC Scotts Annual Fund Scholarships 13 285497 0 N/A N/A Federal Work Study 112 168072 0 N/A N/A Maryville College Bradford Scholarships 6 22000 0 N/A N/A S-Stem Scholarships 24 151300 0 N/A N/A Trio Grant Scholarships 32 54943 0 N/A N/A Schedule I, Part I, Line 2 The Financial Aid Office of the College maintains a database of all students, their eligibility for grant funds determined through FAFSA and other analytical procedures, the amount awarded and accepted by each student, and documentation of verifying the data. The College also has a federal awards audit performed each year in addition to the financial statement audit. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dr Bryan Coker President 375337 0 0 0 0 0 42900 0 18251 0 436488 0 0 0 Dr Dan Klingensmith Vice President 156020 0 0 0 0 0 16702 0 8864 0 181586 0 0 0 Kelly Leonard Vice President 142802 0 0 0 0 0 19161 0 0 0 161963 0 0 0 Melinda S Booker Vice President 145787 0 0 0 0 0 22950 0 6641 0 175378 0 0 0 Schedule J, Part I, Line 1a The spouse of the President sometimes accompanies him to conferences and meetings during the year. The College pays for her travel expenses. Also, the President receives an annual housing allowance and an auto allowance. The annual values of these allowances are added to his taxable compensation. A Health & Educational Facilities Board of Blount County Tennessee Series 2009 621192419 2009-12-01 30000000 Revenue refunding bonds 0 0 0 B Health & Educational Facilities Board of Blount County Tennessee Series 2010 621192419 2010-03-12 6650000 Revenue refunding bonds 0 0 0 C Health & Educational Facilities Board of Blount County Tennessee Series 2014 621192419 2014-12-01 7068500 Campus construction improvement projects 0 0 0 A 14459161 0 30000000 0 0 0 6552 0 0 30000000 0 0 2009 1 0 1 1 B 3210420 0 6650000 0 0 0 1438 0 0 6650000 0 0 2009 1 0 1 1 C 3357537 0 7068500 0 0 0 17010 0 0 7068500 0 0 2015 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 X 20 1151434 Fair Market Value X Horse 1 75000 Appraisal 1 0 1 0 Form 990, Part VI, Section B, Line 11b The 990 is uploaded to the board portal and is available for all board members to see. Maryville College's Finance Committee reviews the annual form before it is filed. Committee members are encouraged to ask questions regarding the entries on the form. The forms is not signed and submitted to the IRS until the members have had a chance to review and approve it. Form 990, Part VI, Section B, Line 12c Board members are required to complete a conflict of interest form each year. When a possible conflict is noted, the Administrative Assistant to the President informs the Vice President for Finance and the Business Office. A potential conflict of interest schedule is created. The schedule is referred to by the Business Office throughout the year. The College's purchasing policy prohibits transactions that may create a conflict of interest. All faculty and staff are reminded of the purchasing policy annually. All new employees are required to complete a conflict of interest form with the Human Resources Department. The conflict of interest policy is also in the staff and faculty handbook and is posted on the institution's portal for reference and review. Form 990, Part VI, Section B, Line 15 Annual wage increases are approved by the Board of Directors after discussion and review and analysis of local, regional, and national wage increases, and other economic issues. Once approved, the entire budget is brought to the full Board of Directors for review and approval. These meetings are documented in the minutes. Salary increases for the President follow the same process with an additional step of having the Executive Committee of the Board finalize any increase which is documented in the President's contract. Form 990, Part VI, Section C, Line 19 Maryville College makes its governing documents, conflict of interest policy, and financial statements available to the public either on its website and/or upon request.