2025-05-08T15:25:21-05:00 2024-06-30 363168081 SIKICH LLC 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2023-07-01 610461768 UNION COMMONWEALTH UNIVERSITY UNIO 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 JESSICA L JUSTICE VP OF BUSINESS & FINANCE 6065461204 2025-05-07 1 0 JILL M BOYLE CPA P01246734 2177933363 2025-05-07 2023 2025-03-06 01:10:19Z X DR DONALD WASHINGTON 310 COLLEGE STREET BARBOURVILLE KY 40906 50430585 0 X UNIONKY.EDU X 1922 KY UNION COMMONWEALTH UNIVERSITY IS A PRIVATE LIBERAL ARTS COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH 31 31 549 49 0 0 1975540 2597645 24986985 26911760 680610 4887414 0 0 27643135 34396819 12166648 13111135 0 0 9724237 10424074 0 0 342458 10983609 11706969 32874494 35242178 -5231359 -845359 73266181 71691443 18291273 18500841 54974908 53190602 X UNION IS GROUNDED BY FOUR PILLARS THAT DEFINE OUR FOCUS AS AN ACADEMIC INSTITUTION: SERVICE TO EACH OTHER AND OUR COMMUNITIES; OUR APPALACHIAN CULTURE AND HERITAGE; OUR CORE AFFILIATION WITH METHODISM AND THE LIBERAL ARTS ACADEMIC EXPERIENCE. UNION SERVES EACH OF ITS STUDENTS WITH A SINCERE COMMITMENT TO STRENGTHEN THOSE PILLARS, TO SPARK PASSION AND INSPIRE LIFELONG LEARNING IN ALL THEY DO. 0 0 30706618 13111135 26911760 1364 TOTAL STUDENTS; UG STUDENTS 785, GR STUDENTS 590; TOTAL 346 STUDENTS GRADUATED; 186 UNDERGRADAUTE STUDENTS, 161 GRADUATE STUDENTS 30706618 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 82 0 549 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 KY X THE ORGANIZATION 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 MIKE GOSS BOARD CHAIR 3.00 X X 0 0 0 DJ WASHINGTON SECRETARY (THRU 02/24) 3.00 X X 0 0 0 TERRY SMALLWOOD TREASURER 3.00 X X 0 0 0 JESSICA TERRY BERGMAN SECRETARY (START 02/24) 3.00 X X 0 0 0 THOMAS CLARK VICE CHAIR 3.00 X X 0 0 0 JANE SKIDMORE BOARD MEMBER 1.00 X 0 0 0 BARRY BALL BOARD MEMBER 1.00 X 0 0 0 R CHRISTOPHER BOWLING BOARD MEMBER 1.00 X 0 0 0 DONALD CAILITRI BOARD MEMBER 1.00 X 0 0 0 MARCETTA Y DARENSBOURG BOARD MEMBER 1.00 X 0 0 0 KAY DIXON BOARD MEMBER 1.00 X 0 0 0 STEVE EVANS BOARD MEMBER 1.00 X 0 0 0 BILL FULTZ BOARD MEMBER 1.00 X 0 0 0 DON JONES BOARD MEMBER 1.00 X 0 0 0 JAMES C HALL BOARD MEMBER 1.00 X 0 0 0 SHEILA HALTER BOARD MEMBER 1.00 X 0 0 0 CRAIG HARTMAN BOARD MEMBER 1.00 X 0 0 0 BILLY HENSLEY BOARD MEMBER 1.00 X 0 0 0 SHAE HOPKINS BOARD MEMBER 1.00 X 0 0 0 PAUL ISAACS BOARD MEMBER 1.00 X 0 0 0 RUTH WOOTON-KEE BOARD MEMBER 1.00 X 0 0 0 DONAL G LANE BOARD MEMBER 1.00 X 0 0 0 EDNA MANN BOARD MEMBER 1.00 X 0 0 0 JOSE MARTINEZ BOARD MEMBER 1.00 X 0 0 0 JAMES MCDOWELL JR BOARD MEMBER 1.00 X 0 0 0 RICH PREWITT BOARD MEMBER 1.00 X 0 0 0 KENNETH RAMSEY BOARD MEMBER 1.00 X 0 0 0 STEPHEN RHODES BOARD MEMBER 1.00 X 0 0 0 BIRG E SERGENT BOARD MEMBER 1.00 X 0 0 0 CHRIS STUNSON BOARD MEMBER 1.00 X 0 0 0 JEFFREY TIPTON BOARD MEMBER 1.00 X 0 0 0 DR MARCIA HAWKINS PRESIDENT (THRU 06/30/24) 40.00 X 165912 0 10207 DR DONALD WASHINGTON PRESIDENT (START 06/01/24) 40.00 X 0 0 0 JESSICA L JUSTICE VP OF BUSINESS/FINANCE 40.00 X 81851 0 7860 DAVID WILLIAMS VP OF ENROLLMENT 40.00 X 117379 0 10300 LYNN SMITH VP OF HUMAN RESOURCES 40.00 X 69321 0 6750 MARISA GREER EXECUTIVE VP/PROVOST (THRU 06/14/24) 40.00 X 92949 0 9708 DAVID POWELL PROVOST (START 06/01/24) 40.00 X 46946 0 386 MAISIE NELSON INTERIM VP OF DEVELOPMENT/COMMUNICATIONS 40.00 X 60972 0 7758 ERIC EVANS EXECUTIVE DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 69845 0 7565 TIM CURRY EXECUTIVE DIRECTOR OF ATHLETICS (THRU 06/27/24) 40.00 X 65077 0 7014 JAMES BECKNELL DEAN OF STUDENTS 40.00 X 56670 0 8228 KATEENA HAYNES ASSISTANT VICE PRESIDENT FOR EXTERNAL PROGRAMS 40.00 X 53355 0 2431 DAVID MILLER UNIVERSITY CHAPLAIN 40.00 X 32735 0 555 913012 0 78762 2 0 1 0 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LA GRANGE GA 30241 PHYSICAL PLANT SERVICES 785178 SODEXO 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FOOD SERVICE 614135 VESTA TECHNOLOFY SOLUTIONS PO BOX 11362 ZEPHYR COVE NV 89448 GRADUATE INTERNATIONAL PROGRAM RECRUITIN 269440 SYNERGY CAMPUS SECURITY SYSTEMS PO BOX 1224 LA GRANGE GA 30241 SECURITY SERVICE 218572 J & J ENTERPRISES PO BOX 184 RICHMOND KY 40476 ROOF REPAIRS 143979 6 1324709 1272936 2597645 TUITION & FEES 611600 23077609 23077609 AUXILIARY 611710 3062179 3062179 OTHER SOURCES 611710 745899 745899 INTEREST & LATE CHARGES 611710 26073 26073 26911760 749799 749799 19900634 270747 15787623 246143 4113011 24604 4137615 4137615 34396819 26911760 0 4887414 X 13111135 13111135 653527 571327 65136 17064 8484566 7416894 845847 221825 60527 51359 8372 796 634257 562066 55939 16252 591197 511302 63660 16235 94791 94791 181170 181170 3535121 2733390 801731 96561 5202 91359 10548 10548 810313 802591 7722 822430 810104 12326 884506 884506 1521837 1521837 749663 380243 369420 SUPPLIES 2213854 1768792 379927 65135 MISCELLANEOUS 238090 235206 2884 BAD DEBT 229274 229274 HOSPITALITY 167635 140327 22157 5151 151176 84843 66333 35242178 30706618 4193102 342458 534244 332692 2076705 701235 741925 737073 398221 320703 199257 201734 427983 415642 67394204 30461104 37655431 36933100 28678381 29388963 2554034 2660301 73266181 71691443 1052844 1601266 303462 242769 9367639 8884245 5353688 4887798 2213640 2884763 18291273 18500841 X 23108629 19288601 31866279 33902001 54974908 53190602 73266181 71691443 X -845359 -996593 57646 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 242 242 0 PART II-B, LINE 1: NATIONAL ASSOC OF INEDEPNDENT COLLEGES & UNIVERSITIES DUES OF $3,463 OF WHICH 7% IS USED FOR LOBBYING 31796460 269165 3695764 4277770 31483619 30236161 244780 3088145 1772626 31796460 30916100 178878 -4642809 1684346 24767823 23482391 110533 8449456 1142280 30900100 24027138 83749 389578 1018074 23482391 0.23820 0.42980 0.33200 1 0 396000 1821963 2217963 43385052 14943722 28441330 5545132 1441355 4103777 13681884 11909650 1772234 2564173 2166377 397796 36933100 ADVANCES FROM THE FEDERAL GOVERNMENT 121725 STUDENT DEPOSITS 106093 ACCRUED INTEREST PAYABLE 133992 DEPOSITS HELD FOR OTHERS 22953 LINE OF CREDIT 2500000 2884763 X 20262649 -996593 -996593 21259242 181170 12956407 13137577 34396819 22046955 0 22046955 181170 13014053 13195223 35242178 PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 200 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE COLLEGE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE COLLEGE IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COLLEGE IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE COLLEGE FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,014,053. CHANGE IN BENEFICIAL INTEREST -57,646. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,014,053. 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 DISCRIMINATION POLICY IS IN THE STUDENT HANDBOOKS AND POSTED AT VARIOUS PLACES ACROSS CAMPUS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL TITLE IV FUNDS FOR STUDENT FINANCIAL AID TO AWARD TO STUDENTS. IT ALSO RECEIVES FUNDS FOR THE SUPPORT OF THESE STUDENTS AS WELL AS FUNDING FOR EARLY START HIGH SCHOOL STUDENT PROGRAM. X X X 1 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 TELEMARKETING 0 0 225645 -225645 225645 -225645 1 SCHOLARSHIPS 582 13111135 PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS UNION COLLEGE AWARDS FEDERAL, STATE, ENDOWED AND INSTITUTIONAL AWARDS TO ELIGIBLE STUDENTS ANNUALLY AS DETERMINED BY THE SPECIFIC REQUIREMENTS OF THE VARIOUS GRANTS AND AWARDS. THE FINANCIAL AID OFFICE MAINTAINS ALL DETAILS OF STUDENTS AWARDED, ELIGIBILITY CRITERIA AND AMOUNTS AWARDED. X 1 1 X 0 0 0 0 0 0 0 0 0 DR MARCIA HAWKINS PRESIDENT (THRU 06/30/24) 154841 0 0 0 11071 0 3909 0 6298 0 176119 0 0 0 PART I, LINE 1A DR. HAWKINS, AS PRESIDENT OF UNION, HAS AGREED AND IS OBLIGED AS A CONDITION OF HER EMPLOYMENT, AND AS A BENEFIT TO UNION, TO RESIDE DURING THE TERM OF THIS AGREEMENT AT BALDWIN PLACE ON THE CAMPUS OF UNION COLLEGE.UNION SHALL PAY ALL UTILITIES, TAXES, INSURANCE AND EXPENSE OF MAINTENANCE AND UPKEEP FOR BALDWIN PLACE, INCLUDING BUT NOT LIMITED TO REPAIRING AND REMODELING BALDWIN PLACE IN ORDER TO KEEP IT AS A RESIDENCE BEFITTING A COLLEGE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL APPROVE ALL REPAIRS AND RENOVATIONS. PART I, LINE 3 THE BOARD OF TRUSTEES APPROVES THE COMPENSATION FOR THE PRESIDENT AND ISSUES A CONTRACT. THE ADMINISTRATION APPROVES COMPENSATION FOR THE OTHER POSITIONS WHERE FACULTY RECEIVE A CONTRACT AND THE OTHERS RECEIVE AN EMPLOYMENT LETTER. A EDUCATIONAL BUILDING REFUNDING 616001779 2011-10-11 10295000 CAPITAL PROJECT 1 0 0 B EDUCATIONAL BUILDING BONDS 616001779 2015-03-27 4665000 CAPITAL PROJECT 1 0 0 A 3440000 10295000 201196 2500000 7593804 2011 0 0 1 1 B 1565000 4665000 169061 1500000 2995939 2015 0 0 1 1 A 0 0 0 0 0 0 0 B 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 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 1A THERE IS AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THAT HAS THE PROXY TO ACT ON BEHALF OF THE BOARD, INCLUDING TO MAKE AMENDMENTS TO BOARD VOTED DECISIONS. FORM 990, PART VI, SECTION A, LINE 4 ORGANIZATION UPDATED BYLAWS APRIL 26, 2024 FOR NAME CHANGE FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VP OF FINANCE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR. THIS POLICY IS REVIEWED AT LEAST ANNUALLY. TRUSTEES WITH CONFLICTS ARE RECUSED FROM THE DISCUSSION AND VOTE IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SET AND APPROVED BY THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. COMPENSATION IS REVIEWED, APPROVED, AND DOCUMENTED PRIOR TO PROVIDING THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,733,390. MANAGEMENT AND GENERAL EXPENSES 801,731. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,535,121. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 57,646. CHARITABLE REMAINDER UNITRUST BENEFICIAL TRUST KY T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0