BELLARMINE UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BELLARMINE UNIVERSITY (EIN 61-0482955)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-15
- IRS object ID
- 202121059349302042
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-15T21:56:48-04:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bellarmine University | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Newburg Road | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610482955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bellarmine University Incorporated | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 5022728261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Newburg Rd | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert L Zimlich | PersonNm |
| Person Title | VP for Finance and Admin | PersonTitleTxt |
| Phone | 5022728263 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Brown-Cornelius | PreparerPersonNm |
| SSN | XXX-XX-XXXX | SSN |
| Phone | 5022728261 | PhoneNum |
| Preparation | 2021-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bellarmine University | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Zimlich | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Newburg Rd | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $147,074,851 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bellarmine.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Activity Or Mission | Post secondary education | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 1786 | TotalEmployeeCnt |
| Total Volunteers | 287 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$13,677 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,203,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,959,439 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $128,213,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,890,521 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,685,197 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,886,121 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,669,339 | PYOtherRevenueAmt |
| CY Other Revenue | $1,372,532 | CYOtherRevenueAmt |
| PY Total Revenue | $139,771,034 | PYTotalRevenueAmt |
| CY Total Revenue | $143,108,613 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,605,905 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,151,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,767,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,274,294 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,263,211 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,934,916 | PYOtherExpensesAmt |
| CY Other Expenses | $27,227,098 | CYOtherExpensesAmt |
| PY Total Expenses | $137,307,939 | PYTotalExpensesAmt |
| CY Total Expenses | $138,652,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,463,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,455,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,456,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,151,602 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,444,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,733,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $132,012,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,418,401 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Bellarmine University educates students through undergraduate and graduate programs in the liberal arts and professional studies. The university is an independent catholic university serving the region nation and world through post secondary education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $92,770,053 | ExpenseAmt |
| Grant | $60,664,391 | GrantAmt |
| Revenue | $114,765,204 | RevenueAmt |
| Desc | Instruction. 2553 students in undergraduate classes. 722 students in graduate classes. 917 students graduated in 2019 2020 academic school year | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,035,048 | ExpenseAmt |
| Revenue | $6,234,559 | RevenueAmt |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,680,587 | ExpenseAmt |
| Revenue | $5,890,758 | RevenueAmt |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,308,201 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,244,361 | RevenueAmt |
| Desc | Other Program Services including Academic Support, Library and Technology Services | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,308,201 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,244,361 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $120,793,889 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 431 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1786 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Zimlich | PersonNm |
| Phone | 5022728261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Newburg Rd | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Francis Raymond | |||||||
| Interim Dean of School of Business | 40 | Yes (X) | $161,504 | $12,633 | |||
| Daniel Bauer | |||||||
| Professor | 40 | Yes (X) | $170,191 | $15,209 | |||
| Scott Davenport | |||||||
| Head Coach Men's Basketball | 40 | Yes (X) | $245,400 | $16,408 | |||
| Paul Gore | |||||||
| Provost | 40 | $127,349 | $6,737 | Yes (X) | |||
| Helen Grace Ryan | |||||||
| VP Student Affairs | 40 | $171,833 | $5,645 | Yes (X) | |||
| Sean Ryan | |||||||
| Senior VP | 40 | $234,438 | $24,074 | Yes (X) | |||
| Mike Marshall | |||||||
| VP Enrollment, marketing, and Communications | 40 | $121,695 | $8,588 | Yes (X) | |||
| Glenn Kosse | |||||||
| VP Development and Alumni Relations | 40 | $212,675 | $35,841 | Yes (X) | |||
| Robert Zimlich | |||||||
| VP Administration and Finance | 40 | $227,209 | $43,443 | Yes (X) | |||
| Susan Donovan | |||||||
| President | 40 | $588,935 | $25,654 | Yes (X) | |||
| Elizabeth Payne | |||||||
| Professor | 40 | Yes (X) | $166,662 | $10,903 | |||
| Mark Wiegand | |||||||
| Vice Provost | 40 | Yes (X) | $163,329 | $11,292 | $0 | ||
| James Allen | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Marian Swope | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Leonard Spalding | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Frank Schmidt | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| T William Samuels | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Brad Ray | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Janet Peterworth | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Patrick Mulloy | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Stephen Mullins | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| William Mudd | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Libbye Montgomery | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Ernest Marshall | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Michael Mackin | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Donald Kelly | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Michael Hobbs | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| David Heintzman | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Craig Grant | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| C Edward Glasscock | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Jesse Flynn | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Barry Fields | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Sharon Des Jarlais | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Russell Cox | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| J D Whyte | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Steve Trager | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Matt Thornton | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Tom Thomas | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Larry Benz | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Donald Berg | |||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,591,220 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $216,427 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO | |||||
| 2001 NEWBURG RD | Louisville | KY | 40205 | FOOD SERVICES | $4,388,292 |
| FACILITIES MANAGEMENT SERVICES | |||||
| 4400 BISHOP LN | Louisville | KY | 40218 | CLEANING SERVICE | $1,297,963 |
| CLARK AND RIGGS PRINTING | |||||
| 1705 W JEFFERSON ST | Louisville | KY | 40203 | PRINTING SERVICES | $535,842 |
| COLLEGIS LLC | |||||
| 1415 22ND ST STE 220 | Louisville | KY | 40218 | HIGHER ED CONSULTANT | $432,200 |
| GOOGLE INC | |||||
| 1800 AMPHITHEATRE PARKWAY | Mountain View | CA | 94040 | ADVERTISING SERVICES | $391,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $161,729 | FundraisingAmt |
| Government Grants | $2,673,465 | GovernmentGrantsAmt |
| All Other Contributions | $9,124,245 | AllOtherContributionsAmt |
| Total Contributions | $11,959,439 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $114,765,204 | $114,765,204 |
| HOUSING | 900099 | $4,578,310 | $4,578,310 |
| FOOD SERVICE | 900099 | $1,521,556 | $1,521,556 |
| CAMPUS STORE | 900099 | $121,249 | $121,249 |
| MEMBERSHIP DUES | 900099 | $13,444 | $13,444 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,890,758 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,890,758 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,890,521 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,264,214 | TotalRevenueColumnAmt |
| Exclusion | $2,264,214 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,729 | TotalRevenueColumnAmt |
| Exclusion | $134,729 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,485 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,225 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $125,260 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,260 | TotalRevenueColumnAmt |
| Exclusion | $125,260 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,147,307 | SecuritiesAmt |
| Other | $10,812 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,670,941 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $476,366 | SecuritiesAmt |
| Other | $10,812 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,178 | TotalRevenueColumnAmt |
| Exclusion | $487,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $205,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $205,160 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $205,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,823 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,912 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,911 | TotalRevenueColumnAmt |
| Exclusion | $2,911 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ATHLETIC REVENUE | 711210 | $363,214 | $363,214 |
| SPORTS CAMP | 713990 | $343,362 | $343,362 |
| OTHER | 531390 | $458,134 | $458,134 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,651 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,244,361 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,108,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,134,882 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,014,292 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,151,569 | TotalAmt |
| Program Services | $62,151,569 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,654 | TotalAmt |
| Program Services | $725,987 | ProgramServicesAmt |
| Management And General | $944,448 | ManagementAndGeneralAmt |
| Fundraising | $528,219 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,574,355 | TotalAmt |
| Program Services | $30,269,349 | ProgramServicesAmt |
| Management And General | $6,276,604 | ManagementAndGeneralAmt |
| Fundraising | $1,028,402 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,336 | TotalAmt |
| Program Services | $720,548 | ProgramServicesAmt |
| Management And General | $158,448 | ManagementAndGeneralAmt |
| Fundraising | $26,340 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,903,498 | TotalAmt |
| Program Services | $4,449,254 | ProgramServicesAmt |
| Management And General | $1,298,775 | ManagementAndGeneralAmt |
| Fundraising | $155,469 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,692,451 | TotalAmt |
| Program Services | $2,128,785 | ProgramServicesAmt |
| Management And General | $481,051 | ManagementAndGeneralAmt |
| Fundraising | $82,615 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,092 | TotalAmt |
| Program Services | $27,952 | ProgramServicesAmt |
| Management And General | $117,390 | ManagementAndGeneralAmt |
| Fundraising | $1,750 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,770 | TotalAmt |
| Management And General | $54,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,431 | TotalAmt |
| Program Services | $1,147,027 | ProgramServicesAmt |
| Management And General | $1,167,554 | ManagementAndGeneralAmt |
| Fundraising | $49,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,344 | TotalAmt |
| Program Services | $1,164,441 | ProgramServicesAmt |
| Management And General | $525,558 | ManagementAndGeneralAmt |
| Fundraising | $4,345 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,190,095 | TotalAmt |
| Program Services | $2,586,627 | ProgramServicesAmt |
| Management And General | $472,119 | ManagementAndGeneralAmt |
| Fundraising | $131,349 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,758,450 | TotalAmt |
| Program Services | $773,302 | ProgramServicesAmt |
| Management And General | $938,412 | ManagementAndGeneralAmt |
| Fundraising | $46,736 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,339 | TotalAmt |
| Program Services | $902,349 | ProgramServicesAmt |
| Management And General | $1,116,990 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,326 | TotalAmt |
| Program Services | $1,408,103 | ProgramServicesAmt |
| Management And General | $133,796 | ManagementAndGeneralAmt |
| Fundraising | $35,427 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,741 | TotalAmt |
| Program Services | $107,905 | ProgramServicesAmt |
| Management And General | $53,210 | ManagementAndGeneralAmt |
| Fundraising | $11,626 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,219,420 | TotalAmt |
| Program Services | $3,124,450 | ProgramServicesAmt |
| Management And General | $94,970 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,156,867 | TotalAmt |
| Program Services | $4,861,135 | ProgramServicesAmt |
| Management And General | $295,732 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,866 | TotalAmt |
| Program Services | $270,824 | ProgramServicesAmt |
| Management And General | $253,042 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $942,707 | $723,969 | $188,411 | $30,327 |
| PLANT | $829,339 | $231,669 | $597,670 | |
| CLASSROOM SUPPLIES | $650,872 | $650,137 | $735 | |
| MEMBERSHIP AND DUES | $754,289 | $482,974 | $258,952 | $12,363 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,171,150 | TotalAmt |
| Program Services | $1,885,533 | ProgramServicesAmt |
| Management And General | $167,224 | ManagementAndGeneralAmt |
| Fundraising | $118,393 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,652,961 | TotalAmt |
| Program Services | $120,793,889 | ProgramServicesAmt |
| Management And General | $15,595,861 | ManagementAndGeneralAmt |
| Fundraising | $2,263,211 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,470 | BOYAmt |
| EOY | $6,368 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,670,054 | BOYAmt |
| EOY | $16,578,748 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,196,086 | BOYAmt |
| EOY | $6,142,601 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,038,436 | BOYAmt |
| EOY | $5,457,381 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,019 | BOYAmt |
| EOY | $89,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,535 | BOYAmt |
| EOY | $1,320,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $197,762,826 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,552,940 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,957,176 | BOYAmt |
| EOY | $119,209,886 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,252,350 | BOYAmt |
| EOY | $49,031,723 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,535,570 | BOYAmt |
| EOY | $10,871,600 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,443,015 | BOYAmt |
| EOY | $15,443,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,456,711 | BOYAmt |
| EOY | $224,151,602 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,633,117 | BOYAmt |
| EOY | $2,909,067 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,999,506 | BOYAmt |
| EOY | $7,451,659 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,266,640 | BOYAmt |
| EOY | $73,140,339 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,544,830 | BOYAmt |
| EOY | $4,232,136 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,444,093 | BOYAmt |
| EOY | $87,733,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,012,618 | BOYAmt |
| EOY | $136,418,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,456,711 | BOYAmt |
| EOY | $224,151,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,455,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$49,869 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Support Sum | $0 | SupportSumAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $0 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $0 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $0 | CYDistriAppDistributableAmt |
| Excess Distribution | $0 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Ending Balance | $0 | EndingBalanceAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,335,063 | BeginningYearBalanceAmt |
| Contributions | $527,838 | ContributionsAmt |
| Investment Earnings Or Losses | $1,819,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,378,212 | GrantsOrScholarshipsAmt |
| Other Expenditures | $953,960 | OtherExpendituresAmt |
| Administrative Expenses | $741,988 | AdministrativeExpensesAmt |
| End Year Balance | $63,607,779 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,779,006 | BeginningYearBalanceAmt |
| Contributions | $2,500,020 | ContributionsAmt |
| Investment Earnings Or Losses | -$131,283 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,261,044 | GrantsOrScholarshipsAmt |
| Other Expenditures | $877,361 | OtherExpendituresAmt |
| Administrative Expenses | $674,275 | AdministrativeExpensesAmt |
| End Year Balance | $64,335,063 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,332,947 | BeginningYearBalanceAmt |
| Contributions | $6,877,145 | ContributionsAmt |
| Investment Earnings Or Losses | $5,042,714 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,179,178 | GrantsOrScholarshipsAmt |
| Other Expenditures | $845,546 | OtherExpendituresAmt |
| Administrative Expenses | $449,076 | AdministrativeExpensesAmt |
| End Year Balance | $64,779,006 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,648,794 | BeginningYearBalanceAmt |
| Contributions | $3,368,677 | ContributionsAmt |
| Investment Earnings Or Losses | $5,846,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,253,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $863,546 | OtherExpendituresAmt |
| Administrative Expenses | $413,550 | AdministrativeExpensesAmt |
| End Year Balance | $55,332,947 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,259,548 | BeginningYearBalanceAmt |
| Contributions | $1,322,729 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,484,343 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,301,537 | GrantsOrScholarshipsAmt |
| Other Expenditures | $741,284 | OtherExpendituresAmt |
| Administrative Expenses | $406,319 | AdministrativeExpensesAmt |
| End Year Balance | $48,648,794 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,204,537 | OtherCostOrOtherBasisAmt |
| Book Value | $5,204,537 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,810,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,733,101 | DepreciationAmt |
| Book Value | $88,076,995 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,308,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,192,768 | DepreciationAmt |
| Book Value | $19,115,550 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,439,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,627,071 | DepreciationAmt |
| Book Value | $6,812,804 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,209,886 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL HEDGED EQUITY | $4,208,047 | F |
| ABSOLUTE RETURN HEDGE | $2,211,542 | F |
| DISTRESSED DEBT | $236,570 | F |
| PRIVATE EQUITY | $2,857,450 | F |
| OTHER ASSETS | $1,274,856 | F |
| CLOSELY HELD EQUITY INTERESTS | $83,135 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,871,600 | TotalBookValueSecuritiesAmt |
| Total Book Value Program Rltd | $0 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT - REAL ESTATE | Desc |
| Book Value | $15,443,015 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,443,015 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM CAPITAL LEASE | $1,946,863 |
| US ADVANCES FOR STUDENT LOANS | $450,535 |
| ANNUITY OBLIGATION | $1,834,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,232,136 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $81,202,472 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$49,869 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $295,297 | OtherRevenueAmt |
| Revenue Not Reported | $245,428 | RevenueNotReportedAmt |
| Revenue Subtotal | $80,957,044 | RevenueSubtotalAmt |
| Other Revenues Not Included | $62,151,569 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $62,151,569 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $143,108,613 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,796,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $295,297 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $295,297 | ExpensesNotReportedAmt |
| Expenses Subtotal | $76,501,392 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $62,151,569 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $62,151,569 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,652,961 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III LINE 4 | THE HISTORICAL TREASURES OF THE UNIVERSITY CONSIST OF OVER 50000 ITEMS OF THOMAS MERTON INCLUDING WRITINGS DRAWINGS PHOTOGRAPHS PERSONAL POSSESSIONS AND OTHER MERTON ARTIFACTS. THEY ARE KEPT IN THE THOMAS MERTON CENTER LOCATED IN THE UNIVERSITY LIBRARY BUILDING. THE MERTON CENTER IS USED FOR SCHOLARLY RESEARCH ON THOMAS MERTON A WORLD CONTEMPLATIVE AND WRITER. IN ADDITION TO THE MERTON TREASURES THE UNIVERSITY HAS NUMEROUS DOROTHY DAY TREASURES. DOROTHY DAY WAS A NOTED TWENTIETH CATHOLIC SOCIAL ACTIVIST AND THINKER. AMONG THE TREASURES OF THE UNIVERSITY ARE 136 ORIGINAL LETTERS FROM DOROTHY DAY FOUR SIGNED BOOKS BY DOROTHY DAY HUNDREDS OF EARLY CATHOLIC WORKER PHOTOS AND 523 CATHOLIC WORKER NEWSPAPERS, MOSTLY COMPLETE FROM THE FIRST ISSUE 1933 THROUGH 1990. THESE MATERIALS ARE NOW AVAILABLE FOR CONSULTATION BY RESEARCHERS VISITING THE THOMAS MERTON CENTER AT BELLARMINE UNIVERSITY WHO ARE INTERESTED IN THE LIFE AND WORK OF DOROTHY DAY. |
| PART V LINE 4 | THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES APPROVED BY THE BOARD OF TRUSTEES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT CURRENT AND FUTURE UNIVERSITY NEEDS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG TERM AND TO BUILD CAPITAL FOR FUTURE USE. THE UNIVERSITYS SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. |
| PART X LINE 2 | PURSUANT TO A DETERMINATION BY THE INTERNAL REVENUE SERVICE THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GAAP REQUIRES THE UNIVERSITY TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE UNIVERSITY HAS TAKEN ANY UNCERTAIN TAX POSITIONS. THE UNIVERSITY HAS ANALYZED THE TAX POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET ON ALL INCOME TAX RETURNS THAT REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES. THE UNIVERSITY DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS ON THOSE RETURNS THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET THAT SHOULD BE REFLECTED IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE UNIVERSITY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO MAY 31 2017. |
| PART XI LINE 2D | RENTAL EXPENSES SPECIAL EVENTS AND COST OF GOOD SOLD equal 90137 and FUNDRAISING EXPENSE equal 205160 |
| PART XI LINE 4B | SCHOLARSHIPS AND DISCOUNTS equal 62151569 |
| PART XII LINE 2D | RENTAL EXPENSE SPECIAL EVENTS AND COST OF GOODS SOLD equal 90137 FUNDRAISING EXPENSE NETTED AGAINST REVENUE equals 205160 |
| PART XII LINE 4B | SCHOLARSHIPS AND DISCOUNTS NETTED AGAINST REVENUE equals 62151569 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BELLARMINE UNIVERSITY PARTICIPATES IN THE FOLLOWING FINANCIAL AID PROGRAMS: | LINE 6- EXPLANATION OF GOVERNMENT FINANCIAL AID: |
| FEDERAL PELL GRANT PROGRAM, FEDERAL WORK-STUDY PROGRAM, FEDERAL SUPPLEMENTAL | LINE 6- EXPLANATION CONTINUED: |
| EDUCATIONAL OPPORTUNITY GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL | LINE 6- EXPLANATION CONTINUED: |
| DIRECT LOAN PROGRAM, FEDERAL DIRECT PLUS LOAN PROGRAM AND TEACHER EDUCATION | LINE 6- EXPLANATION CONTINUED: |
| ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS PROGRAM. THE UNIVERSITY | LINE 6- EXPLANATION CONTINUED: |
| COMPLIES WITH THE ANNUAL SINGLE AUDIT REQUIREMENTS, FILINGS WITH THE FEDERAL | LINE 6- EXPLANATION CONTINUED: |
| AUDITING CLEARINGHOUSE AND THE DEPARTMENT OF EDUCATION FILINGS. | LINE 6- EXPLANATION CONTINUED: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $0 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT OF KNIGHTS | Event1Nm |
| Gross Receipts Event1 | $204,575 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $72,521 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $132,054 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $46,660 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $72,591 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,977 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,826 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUM TRIVIA | Event2Nm |
| Gross Receipts Event2 | $42,987 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,828 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,159 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $800 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,800 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,266 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $293 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $119,327 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $54,380 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $64,947 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $11,880 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $12,413 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $14,945 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $25,709 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $366,889 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $161,729 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $205,160 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $800 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,340 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $90,270 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $19,922 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,828 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $205,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND DISCOUNTS | GrantTypeTxt |
| Recipient | 2509 | RecipientCnt |
| Cash Grant | $62,151,569 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART 1 LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND DISCOUNTS AWARDED TO STUDENTS ARE POSTED DIRECTLY TO EACH STUDENTS ACCOUNTS RECEIVABLE SUBSIDIARY ACCOUNT | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|
| SUSAN DONOVAN | |||||||
| PRESIDENT | $414,782 | $106,750 | $67,403 | $8,400 | $17,254 | $614,589 | $0 |
| SEAN RYAN | |||||||
| SENIOR VP | $224,438 | $10,000 | $7,254 | $16,820 | $258,512 | $0 | |
| ROBERT ZIMLICH | |||||||
| VP ADMIN AND FINANCE | $227,209 | $7,140 | $36,303 | $270,652 | $0 | ||
| GLENN KOSSE | |||||||
| VP DEVELOPMENT | $212,675 | $6,649 | $29,192 | $248,516 | $0 | ||
| HELEN-GRACE RYAN | |||||||
| VP STUDENT AFFAIRS | $171,833 | $5,229 | $416 | $177,478 | $0 | ||
| PAUL GORE | |||||||
| PROVOST | $124,646 | $2,703 | $3,750 | $2,987 | $134,086 | $0 | |
| MICHAEL MARSHALL | |||||||
| VP ENROLLMENT & COMMUNICATION | $106,866 | $14,829 | $3,325 | $5,263 | $130,283 | $0 | |
| SCOTT DAVENPORT | |||||||
| BASKETBALL COACH | $207,032 | $38,368 | $6,505 | $9,903 | $261,808 | $0 | |
| DANIEL BAUER | |||||||
| PROFESSOR | $169,831 | $360 | $5,380 | $9,829 | $185,400 | $0 | |
| ELIZABETH PAYNE | |||||||
| PROFESSOR | $166,662 | $5,100 | $5,803 | $177,565 | $0 | ||
| MARK WIEGAND | |||||||
| VICE PROVOST | $162,744 | $585 | $4,950 | $6,342 | $174,621 | $0 | |
| FRANCIS RAYMOND | |||||||
| INTERIM DEAN BUSINESS SCHOOL | $161,504 | $4,909 | $7,724 | $174,137 | $0 | ||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENTS PERFORMANCE ON AN ANNUAL BASIS AND ESTABLISHES CRITERIA DURING THE NEXT FISCAL YEAR TO ESTABLISH GOALS THE PRESIDENT MUST MEET OR EXCEED IN ORDER TO QUALIFY FOR BONUS COMPENSATION | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Lou Jeff Co Metro Government | ||||||||
| A | 616001862 | NoneAvail | 2009-12-16 | $18,500,000 | Capital Improvements | Yes (true) | false | false |
| Lou Jeff Co Metro Government | ||||||||
| A | 616001862 | NoneAvail | 2015-09-01 | $35,405,000 | Refunding & Cap Improvement | false | false | false |
| Lou Jeff Co Metro Government | ||||||||
| A | 616001862 | NoneAvail | 2017-11-29 | $41,290,000 | Refunding | false | false | false |
| (no name) | ||||||||
| A | false | false | false | |||||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,555,000 | $14,945,000 | $18,310,626 | $251,401 | $92,452 | $16,648,927 | $1,317,846 | 2011 | false | false | Yes (true) | Yes (true) | ||
| B | $4,590,000 | $36,651,770 | $455,648 | $129,667 | $10,000,145 | $23,682,400 | 2016 | false | Yes (true) | false | Yes (true) | $2,383,860 | $50 | |
| C | $250,000 | $42,827,391 | $242,481 | $137,929 | $38,270,960 | false | Yes (true) | false | Yes (true) | $4,161,280 | $14,741 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.00000 | Yes (true) | false | false | false |
| B | false | false | false | false | false | false | 0.00000 | Yes (true) | false | false | false |
| C | false | false | false | false | false | false | 0.00000 | Yes (true) | false | false | false |
| false | false | false | false | false | false | 0.00000 | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | false | false | false | false |
| B | false | false | false | Yes (true) | false | false | false | false | false | false | false | false |
| C | false | false | false | Yes (true) | false | false | false | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K All Bonds | Bonds issued December 16,2009, September 2015 and November 29, 2017 - under the 2015 and 2009 indentures. A debt service reserve fund has been established for the bonds and is required to be maintained in an amount equal to the least of: (I) 10% of the net proceeds of the bonds; (II) the maximum annual debt service requirements; or (III) 125% of the average annual debt service requirements. Amounts in the debt service reserve fund may be invested by the university only in investment securities. The market value of those securities at May 31, 2020 was $4,161,280 and $2,383,860 for the series 2017 and 2015 bonds respectively, and are reflected as plant funds on the statements of financial position. |
| (A) Bond issued December 16, 2009: Louisville Jefferson County Metro Government | In December 2009, the university issued $18,500,000 of Louisville/Jefferson County Metro Government, College Improvement Revenue Bonds, Series 2009 (Bellarmine University Incorporated Project) of which the majority was used to provide funds to build a 119 bed residence hall, to build a substantial addition to the main dining hall, renovate and expand the Cafe', and add 276 surface parking spaces on campus. The term of the bond issue is thirty years. |
| (B) Bond issued in 2015 | In September 2015, the university issued $35,405,000 of Louisville/Jefferson County Metro Government, College Improvement Revenue and Revenue Refunding Bonds, Series 2015 (Bellarmine University Projects) of which $12,474,245 was used for the purpose of defeasing the city of Shively, Kentucky, College Revenue Refunding Bonds, Series 2012 (Shively 2012 Bonds) and the City of Audubon Park, Kentucky, College Revenue Refunding Bonds, Series 2012 (Audubon Park 2012 Bonds) together referred to as the Bellarmine University Incorporated Project and $13,138,788 was used to defease the City of Shively, Kentucky, College Improvement Revenue Bonds, Series 2011 (Shively 2011 Bonds) and the City of Audubon Park, Kentucky College Improvement Revenue Bonds, Series 2011 (Audubon Park 2011 Bonds) together referred to as the Bellarmine University Incorporated Project. $10,816,138 was used to provide new money to renovate the first floor of the library into a state of the art student learning space "Lansing Learning Commons", for the construction of the new "Centro" Building a 46,000 square foot classroom and office building, and renovation of existing Horrigan Hall. |
| (C) Bond Issued in 2017 | In November 2017, the university issued $30,280,000 of Louisville/Jefferson County Metro Government, College Improvement Revenue Refunding Bonds, Series 2017A (Bellarmine University Projects) and issued $11,010,000 of Louisville/Jefferson County Metro Government, College Improvement Revenue Refunding Bonds, taxable series 2017B (Bellarmine University Projects), which was used for the purpose of defeasing the Louisville/Jefferson County Metro Government, College Refunding and Improvement Revenue Bonds, Series 2008A $25,005,000 (Bellarmine University Project) which were issued for the purpose of constructing a 146 bed residence hall, to construct an addition to a classroom building, and to renovate an office building and to defease $14,945,000 of bonds from the Louisville Jefferson/County Metro Government, College Improvement Revenue Bonds, Series 2009 $16,175,000 (Bellarmine University Incorporated Project) of which the majority was used to provide new money to construct a 119 bed residence hall, to construct a substantial addition to the main dining hall, renovate and expand the cafe', and add 276 surface parking spaces on campus. |
| (A) Line 3A: | Issue price (18,500,000) less net OID (258,902) plus investment earnings (69,528) equals total proceeds of issue (18,310,626). |
| (B) Line 3B: | Issue price (35,405,000) plus OIP (1,024,171) plus investment earnings (222,599) equals total proceeds of issue (36,651,770). |
| (C) Line 3C: | Issue price (41,290,000) plus OIP (1,157,105) plus investment earnings (380,286) equals total proceeds of issue (42,827,391). |
| Schedule K, Part III, Private Business Use #9: | The university is in the process of developing policies and procedures. |
| Schedule K, Part IV, Arbitrage, Line 2C: | The rebate computation was performed by Frost Brown Todd, PLLC Attorneys at Law. |
| Schedule K, Part V, Procedures: | The university is in the process of developing policies and procedures. |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| EDWARD GLASSCOCK | |||
| CURRENT UNIVERSITY TRUSTEE | $20,861 | LEGAL SERVICES | false |
| JESSE FLYNN | |||
| CURRENT UNIVERSITY TRUSTEE | $251,898 | OPERATING LEASE | false |
| SODEXO | |||
| CONTRIBUTOR TO THE UNIVERSITY | $355,000 | CAMPUS FOOD SERVICE | false |
| STEVE TRAGER | |||
| CURRENT UNIVERSITY TRUSTEE | $347,215 | CAPITAL LEASE | false |
| RUSSELL COX | |||
| CURRENT UNIVERSITY TRUSTEE | $241,655 | PROMOTIONAL ITEMS | false |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $295,164 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,719 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M LINE 32B | THE UNIVERSITY HAS A WRITTEN GIFT ACCEPTANCE POLICY FOR THE REVIEW OF ANY NON-STANDARD CONTRIBUTIONS. THE POLICY REQUIRES THAT PRIOR TO ACCEPTING NON-STANDARD GIFTS THAT THE DEVELOPMENT OFFICERS REVIEW THE NEED OF THE UNIVERSITY FOR SUCH GIFT AND DISCUSS |
| SCHEDULE M LINE 32B cont | THE GIFT WITH THE AREA VICE-PRESIDENT OR DEAN OF THE DEPARTMENT TO DETERMINE THAT THE GIFT FALLS WITHIN THE UNIVERSITY'S MISSION AND VISION. FINAL APPROVAL OF THE GIFT IS MADE BY THE VICE-PRESIDENT FOR ADMINISTRATION AND FINANCE OR VICE-PRESIDENT FOR DEVELOPMENT AND ALUMNI RELATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART III LINE 4D | OTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, LIBRARY AND COMPUTER TECHNOLOGY SERVICES, AND SUPPORT FOR THE ACADEMIC DIVISIONS EXPENSES OF $1,308,201 INCLUDING GRANTS OF $0 AND REVENUE OF $0. |
| FORM 990 PART VI SECTION A LINE 2 | MR. STEVE TRAGER , CURRENT TRUSTEE, IS THE CEO OF REPUBLIC BANK AND TRUST CO. MR W PATRICK MULLOY, CURRENT TRUSTEE, IS A DIRECTOR AT REPUBLIC BANK AND TRUST. MR RUSS COX, CURRENT TRUSTEE, IS THE PRESIDENT AND CEO OF NORTON HEALTHCARE. MR CRAIG GRANT, CURRENT TRUSTEE, IS A MEMBER OF THE BOARD OF NORTON HEALTHCARE. |
| FORM 990 PART VI SECTION B LINE 11B | THE 990 IS PREPARED BY INTERNAL STAFF AND REVIEWED IN DETAIL BY THE ASSOCIATE VICE-PRESIDENT FOR BUSINESS AFFAIRS. THE AVP IS AN ATTORNEY AND CPA WITH 20+ YEARS OF TAX EXPERIENCE. THE REVIEW IS COMPLETED IN SEVERAL STAGES IN ORDER TO PROCESS ALL THE INFORMATION THOROUGHLY. CONTINUING EDUCATION ON TAX REQUIREMENTS IS PROVIDED TO THOSE INVOLVED WITH THE PREPARATION AND REVIEW OF THE 990. THE RETURN IS GIVEN TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. THE AUDIT COMMITTEE REPORTS INFORMATION REGARDING THE 990 TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990 PART VI SECTION B LINE 12C | THE ORGANIZATION SENDS ITS CONFLICT OF INTEREST POLICY TO ALL BOARD MEMBERS ANNUALLY. THE VP FOR ADMINISTRATION AND FINANCE MONITORS THAT ALL MEMBERS RETURN A SIGNED COPY INDICATING THEY HAVE REVIEWED THE POLICY AND LISTED ANY POTENTIAL CONFLICTS. ADDITIONALLY, ALL EMPLOYEES RECEIVE A UNIVERSITY HANDBOOK AND SIGN ACKNOWLEDGMENT INDICATING SUCH RECEIPT. THE CONFLICT OF INTEREST POLICY IS LOCATED WITHIN THE STAFF HANDBOOK. LASTLY, THE ORGANIZATION MAINTAINS AN ETHICS AND COMPLIANCE HOTLINE ALONGSIDE A SYSTEM NAMED "RED FLAG REPORTING". THIS SYSTEM, OPERATED BY A LOCAL PUBLIC ACCOUNTING FIRM, ALLOWS STUDENTS AND STAFF TO REPORT ANY CONCERNS REGARDING IMPROPER ACTIVITY WITHIN THE UNIVERSITY WITH THE OPTION TO REMAIN ANONYMOUS. INTERESTED PARTIES MAY REPORT IMPROPER ACTIVITY BY CALLING 1-877-647-3335 OR VISITING REDFLAGREPORTING.COM |
| FORM 990 PART VI SECTION B LINE 15 | THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON A YEARLY BASIS; INCLUDING BASE COMPENSATION, BONUS AND FRINGE BENEFITS. THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE EVALUATES THE COMPENSATION OF THE PRESIDENT BASED ON ESTABLISHED GOALS AND DISCUSSES AND APPROVES THE NEW SALARY ON AN ANNUAL BASIS. THE UNIVERSITY AND THE PRESIDENT ARE BOUND BY A CONTRACT. THE CONTRACT IS NEGOTITATED AND/OR EXTENDED BY THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD WITH APPROVAL OF THE FULL BOARD OF TRUSTEES. |
| FORM 990 PART VI SECTION B LINE 15 CONT | AS PART OF THE EVALUATION PROCESS USED BY THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD, MARKET DATA, SALARY SURVEYS OF SIMILAR INSTITUTIONS AND OTHER RELEVANT INFORMATION ARE REVIEWED IN CONJUNCTION WITH THE PRESIDENT'S REPORT ON ACCOMPLISHMENTS. |
| FORM 990 PART VI SECTION B LINE 15 CONT | ALL EMPLOYEES, OTHER THAN THE PRESIDENT, ARE EVALUATED BY THEIR IMMEDIATE SUPERVISOR ON AN ANNUAL BASIS. THE VICE-PRESIDENTS OF THE UNIVERSITY ARE EVALUATED BY THE PRESIDENT. THE UNIVERSITY USES CUPA DATA TO COMPARE SALARIES FOR OTHER LIKE INSTITUTIONS TO OUR COMPENSATION. |
| FORM 990 PART VI SECTION C LINE 18 | THE UNIVERSITY MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST DURING THE REGULAR BUSINESS HOURS OF THE UNIVERSITY. THE 990 IS ALSO AVAILABLE ON GUIDESTAR FOR PUBLIC INSPECTION. |
| FORM 990 PART XII LINE 2C | THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDANT CERTIFIED PUBLIC ACCOUNTANT HAS NOT CHANGED SINCE THE LAST FISCAL YEAR. |
| FORM 990 PART III LINE 3 | DURING THE 2020 FISCAL YEAR, THE WORLD HEALTH ORGANIZATION DECLARED THE CORONAVIRUS (COVID-19) OUTBREAK TO BE A PANDEMIC. COVID-19 SPREAD ACROSS THE GLOBE AND IMPACTED WORLDWIDE ECONOMIC ACTIVITY AND FINANCIAL MARKETS. DUE TO THE PANDEMIC AND GOVERNMENT WORK FROM HOME ORDERS, THE UNIVERSITY HAD TO SHIFT OPERATIONS FROM CAMPUS. |
| FORM 990 PART III LINE 3 CONT | THIS LED TO A FAR HIGHER PREVALENCE OF REMOTE WORK AND LEARNING, AND CAUSED THE UNIVERSITY TO CLOSE RESIDENCE HALLS. DUE TO THE CLOSURE, THE UNIVERSITY ISSUED CREDITS FOR A PORTION OF THE ROOM AND BOARD CHARGES TO STUDENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Primary ActivitiesPrimaryActivitiesTxt |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST | ||||||||
| 2001 NEWBURG RD | Louisville | KY | 40205 | 911825410 | KY | N/A | false | |
| HIGHLANDS COURT | ||||||||
| 1720 RICHMOND DR | Louisville | KY | 40205 | 310955903 | KY | N/A | false | SENIOR HOUSING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |