UNIVERSITY OF LOUISVILLE ATHLETIC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LOUISVILLE ATHLETIC (EIN 31-1106941)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349310277
- Schema version
- 2016v3.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T19:01:52-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road Suite 400 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402411122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311106941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Louisville Athletic Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office Service Complex | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan I Howarth | PersonNm |
| Person Title | Asst. Treasurer | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregory C Postel | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office Service Complex | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,474,923 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.gocards.com/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | The University of Louisville Athletic Association is organized to support and counsel our student-athletes so they will maximize their potential at U of L and be successful in preparing for their future lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 628 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $839,776 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,619,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,371,652 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,252,580 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,220,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $214,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $283,230 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,862,324 | PYOtherRevenueAmt |
| CY Other Revenue | $28,597,662 | CYOtherRevenueAmt |
| PY Total Revenue | $112,948,887 | PYTotalRevenueAmt |
| CY Total Revenue | $120,473,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,166,601 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,778,467 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,307,046 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,486,929 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,992,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,602,934 | PYOtherExpensesAmt |
| CY Other Expenses | $43,357,649 | CYOtherExpensesAmt |
| PY Total Expenses | $106,076,581 | PYTotalExpensesAmt |
| CY Total Expenses | $107,623,045 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,872,306 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,850,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $280,538,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,254,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $140,564,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,529,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $139,973,788 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $153,725,035 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to support and counsel our student-athletes so they will maximize their potential at U of L and be successful in preparing for their future lives. We will provide leadership for our student-athletes to inspire their achievement of the goals established in this mission statement. U of L's competitive athletics provide an outstanding leadership laboratory, and its high quality classroom instruction provides outstanding educational opportunities. It is our responsibility to assure that our student-athletes benefit from these educational and athletic experiences at U of L. To help accomplish our mission, we provide superior services to our fans and donors, the primary financial resources that support our program. These services result in the best opportunities for our student-athletes to participate in well-supported, competitive programs that bring renewed spirit to our campus, our alumni, and the Louisville community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $98,349,974 | ExpenseAmt |
| Grant | $16,778,467 | GrantAmt |
| Revenue | $47,690,350 | RevenueAmt |
| Desc | The University of Louisville Athletic Association (ULAA) enjoyed multiple accomplishments during 2016-2017 in furtherance of its mission. ULAA continues to support the athletic achievements of students by expanding and improving the facilities. During the fiscal year, construction of the $20 million Thornton Academic Center was opened for student athlete dining and Academic Counseling. The second expansion of Papa John's Cardinal Stadium commenced, with completion expected in the Fall of 2018. ULAA continues to invest in the academic achievement and community involvement of the student-athletes. During the 2016-2017 academic year in the ACC, the Association had 351 student athletes included in the ACC Honor Roll. In addition, seven teams - men's basketball (NABC), women's lacrosse (IWLCA), women's cross country (USTFCCCA), women's track and field (USTFCCCA), field hockey (NFHCA), women's tennis (ITA) and volleyball (AVCA) - were recognized by their national associations for academic achievement. Eighteen sports - 10 men's and eight women's - had teams or individuals participating in NCAA postseason competition. That, coupled with 12 programs ending the year in the top 25 in their respective sports, elevated the Cardinal teams to finish 26th in the Learfield Directors' Cup Division I final standing, the highest placement in school history. Baseball set a school record for wins, capping the campaign at 53-12 and the program's fourth College World Series appearance. The Cardinals, who finished the year No. 5 in every major national poll, won their third-straight ACC Atlantic Division Championship. Men's soccer, which finished the year No. 6 in the polls, advanced to the NCAA Championship quarterfinal. Led by All-American and MAC Hermann Trophy semifinalist Tim Kubel, the team went 14-6-2 and placed second in the ACC Atlantic Division. Women's basketball secured a 29-8 overall record, marking the seventh-consecutive season with at least 20 victories. The team earned five victories over AP top-25 opponents and reached the NCAA Sweet 16 for the fifth time in seven years. Football, which won a share of the Atlantic Division regular-season title, rounded out the year ranked in the top 25 for the first time since 2014. The team earned a trip to the Citrus Bowl, the seventh-consecutive season it played in a postseason contest. The men's and women's swimming and diving teams, the women's indoor track and field team, and the men's outdoor track and field team each posted top-25 finishes at their respective NCAA Championships. In terms of individual achievements, it was a historical year. Quarterback Lamar Jackson became the youngest winner of the Heisman Trophy - college football's highest honor. Pitcher/first baseman Brendan McKay, who is the Cardinals' career strikeout leader and a potent cleanup hitter, was named the Golden Spikes Award winner. It is the first time in NCAA history a school has featured both award winners in the same academic year. ACC Swimmer of the Year Mallory Comerford tied for the NCAA Championship in the 200 meter freestyle with Olympic champion Katie Ledecky. The 2016 ACC Scholar-Athlete of the Year for Men's Cross Country, Edwin Kibichiy captured the 3,000m steeplechase title at the NCAA Outdoor Championships. Louisville enjoyed equal success away from the playing surface. Six University of Louisville athletics teams -- men's and women's basketball, football, men's and women's golf and men's tennis - received NCAA Public Recognition Awards for ranking among the top 10 percent nationally in Academic Progress Rate (APR) scores for the most recent four-year period from 2012-16. Finally, UofL student-athletes amassed over 11,000 service hours through its CardsCARE community outreach program during the 2016-17 year, a total which ranked among the top five in the nation in the NCAA Team Works Challenge. | Desc |
| Total Program Service Expenses | $98,349,974 | 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 | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 346 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 628 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walter W Newell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Service Complex-Univ of Louisville | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40292 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Dr James R Ramsey | ||||||||||
| President and Chair (to 7/31/16) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $720,245 | $220,322 | |||
| Neville G Pinto PhD | ||||||||||
| President and Chair (10/26/16 - 1/21/17) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $521,839 | $47,014 | |||
| Gregory C Postel MD | ||||||||||
| President and Chair (from 1/21/17) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $927,925 | $45,723 | |||
| Prof Enid Trucios-Haynes | ||||||||||
| Vice Chair (to 10/20/16) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $178,657 | $32,488 | |||
| Krista B Wallace-Boaz | ||||||||||
| Vice Chair (from 10/21/16) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $76,380 | $20,696 | |||
| Aaron T Vance | ||||||||||
| Secretary | 0.5 | 9.5 | Yes (X) | Yes (X) | $0 | $4,556 | $0 | |||
| Douglas Hall | ||||||||||
| Treasurer (to 10/26/16) / Director (to 1/12/17) | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Joseph W Prather II MD | ||||||||||
| Treasurer (10/20/16 - 1/12/17) | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Harlan M Sands JD | ||||||||||
| Asst. Treasurer (to 1/7/17) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $374,449 | $44,973 | |||
| Susan I Howarth | ||||||||||
| Asst. Treasurer (from 1/20/17) | 0.5 | 49.5 | Yes (X) | Yes (X) | $0 | $227,416 | $34,152 | |||
| Robert E Berson PhD | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $106,653 | $16,971 | ||||
| Dale B Billingsley PhD | ||||||||||
| Director (from 8/15/16) | 0.5 | 49.5 | Yes (X) | $0 | $274,059 | $47,447 | ||||
| Chip Blankenship | ||||||||||
| Director (to 1/19/17) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ulysses L Bridgeman Jr | ||||||||||
| Director | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||||
| Brian A Cromer JD | ||||||||||
| Director (from 4/21/17) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||||
| Prof Carmine Esposito | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $148,468 | $28,368 | ||||
| Dawn Heinecken PhD | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $74,887 | $20,023 | ||||
| Dennis P Heishman | ||||||||||
| Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Mary Hums | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $95,232 | $22,551 | ||||
| A Keith Inman | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $342,667 | $45,595 | ||||
| Steve Jones | ||||||||||
| Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Kimberly Kempf-Leonard | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $264,026 | $32,400 | ||||
| Amanda Nitzken | ||||||||||
| Director (to 1/19/17) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy O'Hern | ||||||||||
| Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sam Rechter | ||||||||||
| Diector | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James M Rogers | ||||||||||
| Director (from 4/21/17) | 0.5 | 0.5 | Yes (X) | $0 | $0 | $0 | ||||
| John H Schnatter | ||||||||||
| Director (from 2/16/17 to 4/21/17) | 0.5 | Yes (X) | $0 | $0 | $0 | |||||
| Prof Lars S Smith | ||||||||||
| Director (from 9/1/16) | 0.5 | 49.5 | Yes (X) | $0 | $158,357 | $34,263 | ||||
| William A Stone | ||||||||||
| Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jessica R Stumbo MD | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $151,573 | $34,420 | ||||
| Vickie Lynn Tencer | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $78,736 | $12,807 | ||||
| Prof Gerald H Tolson | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $111,160 | $22,178 | ||||
| Tirumala Vishnu | ||||||||||
| Director (from 5/15/17) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Prof Elaine O Wise | ||||||||||
| Director | 0.5 | 49.5 | Yes (X) | $0 | $98,785 | $22,823 | ||||
| Thomas M Jurich | ||||||||||
| Athletic Director | 50.0 | 0 | Yes (X) | $5,077,806 | $0 | $143,178 | ||||
| Trisha Wolf Smith | ||||||||||
| Asst. Secretary (from 10/20/16) | 0.5 | 49.5 | Yes (X) | $0 | $117,664 | $30,018 | ||||
| Leslie C Strohm | ||||||||||
| Legal Counsel | 0.5 | 49.5 | Yes (X) | $0 | $370,977 | $35,814 | ||||
| Ronald Kevin Miller | ||||||||||
| Executive Senior Associate Athletic Director | 50.0 | 0 | $264,321 | $0 | $43,003 | Yes (X) | ||||
| Richard Pitino | ||||||||||
| Men's Basketball Coach | 50.0 | 0 | $5,019,454 | $0 | $1,446,275 | Yes (X) | ||||
| Robert P Petrino | ||||||||||
| Men's Football Coach | 50.0 | 0 | $4,380,114 | $0 | $43,805 | Yes (X) | ||||
| Jeff Walz | ||||||||||
| Women's Basketball Coach | 50.0 | 0 | $1,938,050 | $0 | $140,624 | Yes (X) | ||||
| Jeffrey Todd Grantham | ||||||||||
| Asst. Men's Football Coach | 50.0 | 0 | $1,433,020 | $0 | $43,805 | Yes (X) | ||||
| Daniel S McDonnell | ||||||||||
| Men's Baseball Coach | 50.0 | 0 | $962,820 | $0 | $182,711 | Yes (X) | ||||
| Pamela A Feldhoff PhD | ||||||||||
| Former Vice Chair | 50.0 | $0 | $120,197 | $23,878 | Yes (X) | |||||
| Kathleen M Smith | ||||||||||
| Former Asst. Secretary | 50.0 | $0 | $141,440 | $30,555 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,075,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,686,348 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,948,880 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Messer Construction Co | |||||
| 11001 Plantside Dr | Louisville | KY | 40299 | Construction services | $11,752,426 |
| Rosser International Inc | |||||
| 1555 Peachtree St NW | Atlanta | GA | 30309 | Architectural Services | $1,558,672 |
| AEG Management Louisville LLC | |||||
| 1 Arena Plaza | Louisville | KY | 40202 | Event Management | $1,190,434 |
| Definitive Infotech Services | |||||
| 310 Evergreen Rd | Louisville | KY | 40243 | IT services | $1,150,000 |
| Private Jet Services Group LLC | |||||
| 5 Batchelder Rd | Seabrook | NH | 03847 | Travel Services | $1,077,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $45,371,652 | AllOtherContributionsAmt |
| Noncash Contributions | $333,292 | NoncashContributionsAmt |
| Total Contributions | $45,371,652 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Total Sports Revenue | 711210 | $44,160,037 | $43,320,261 | $839,776 |
| Student Athletic Fees and Related | 713940 | $2,060,670 | $2,060,670 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,220,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,902 | TotalRevenueColumnAmt |
| Exclusion | $284,902 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,128,019 | TotalRevenueColumnAmt |
| Exclusion | $27,128,019 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,672 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$1,672 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,672 | TotalRevenueColumnAmt |
| Exclusion | -$1,672 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administrative Support Services | 561990 | $1,051,442 | $1,051,442 |
| Marketing and Development Revenue | 711320 | $380,405 | $380,405 |
| Other Operating Revenues | 900099 | $37,796 | $37,796 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,469,643 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,473,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,850,574 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $839,776 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,411,249 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,954 | TotalAmt |
| Program Services | $1,672,954 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,105,513 | TotalAmt |
| Program Services | $15,105,513 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,793,286 | TotalAmt |
| Management And General | $3,793,286 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,690,587 | TotalAmt |
| Program Services | $34,167,196 | ProgramServicesAmt |
| Management And General | $1,170,366 | ManagementAndGeneralAmt |
| Fundraising | $1,353,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,182,762 | TotalAmt |
| Program Services | $4,673,616 | ProgramServicesAmt |
| Management And General | $351,643 | ManagementAndGeneralAmt |
| Fundraising | $157,503 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,294 | TotalAmt |
| Program Services | $1,600,549 | ProgramServicesAmt |
| Management And General | $175,562 | ManagementAndGeneralAmt |
| Fundraising | $44,183 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,109 | TotalAmt |
| Program Services | $55,796 | ProgramServicesAmt |
| Management And General | $85,687 | ManagementAndGeneralAmt |
| Fundraising | $34,626 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,340 | TotalAmt |
| Management And General | $38,000 | ManagementAndGeneralAmt |
| Fundraising | $10,340 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,497,800 | TotalAmt |
| Program Services | $5,800,042 | ProgramServicesAmt |
| Management And General | $408,260 | ManagementAndGeneralAmt |
| Fundraising | $289,498 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,869 | TotalAmt |
| Program Services | $1,128,683 | ProgramServicesAmt |
| Management And General | $24,378 | ManagementAndGeneralAmt |
| Fundraising | $101,808 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,970 | TotalAmt |
| Program Services | $276,555 | ProgramServicesAmt |
| Management And General | $32,531 | ManagementAndGeneralAmt |
| Fundraising | $39,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,959 | TotalAmt |
| Program Services | $1,312,324 | ProgramServicesAmt |
| Management And General | $19,837 | ManagementAndGeneralAmt |
| Fundraising | $37,798 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,653,815 | TotalAmt |
| Program Services | $2,653,815 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,385,619 | TotalAmt |
| Program Services | $10,029,874 | ProgramServicesAmt |
| Management And General | $43,992 | ManagementAndGeneralAmt |
| Fundraising | $311,753 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,264 | TotalAmt |
| Program Services | $14,264 | ProgramServicesAmt |
| Fundraising | $10,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,933 | TotalAmt |
| Program Services | $919,933 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,596,511 | TotalAmt |
| Program Services | $5,596,511 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,115 | TotalAmt |
| Program Services | $1,403,493 | ProgramServicesAmt |
| Management And General | $36,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Athletic event fees and expenses | $3,509,630 | $3,436,678 | $12,253 | $60,699 |
| Repairs and maintenance | $2,852,747 | $2,705,917 | $3,247 | $143,583 |
| Small equipment purchases and rentals | $2,960,295 | $2,757,245 | $1,193 | $201,857 |
| Other licenses and fees | $1,033,355 | $1,032,724 | $378 | $253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,318 | TotalAmt |
| Program Services | $2,006,292 | ProgramServicesAmt |
| Management And General | $83,520 | ManagementAndGeneralAmt |
| Fundraising | $195,506 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,623,045 | TotalAmt |
| Program Services | $98,349,974 | ProgramServicesAmt |
| Management And General | $6,280,755 | ManagementAndGeneralAmt |
| Fundraising | $2,992,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,500 | BOYAmt |
| EOY | $52,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,599,594 | BOYAmt |
| EOY | $85,026,888 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,060,555 | BOYAmt |
| EOY | $10,572,948 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,355,183 | BOYAmt |
| EOY | $27,430,165 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $233,349,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,673,577 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,384,073 | BOYAmt |
| EOY | $176,675,653 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,391,416 | BOYAmt |
| EOY | $27,521,838 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,675,381 | BOYAmt |
| EOY | $1,974,646 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,538,702 | BOYAmt |
| EOY | $329,254,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,693,664 | BOYAmt |
| EOY | $18,057,919 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,319,056 | BOYAmt |
| EOY | $37,915,292 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,363,428 | BOYAmt |
| EOY | $10,737,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,188,766 | BOYAmt |
| EOY | $108,819,392 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,564,914 | BOYAmt |
| EOY | $175,529,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,973,788 | BOYAmt |
| EOY | $153,725,035 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,973,788 | BOYAmt |
| EOY | $153,725,035 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,538,702 | BOYAmt |
| EOY | $329,254,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,850,206 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $901,041 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611014882 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $1,672,954 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,672,954 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,227,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,665,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,664,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,619,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,371,652 | CurrentTaxYearAmt |
| Total | $204,547,469 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,227,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,665,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,664,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,619,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,371,652 | CurrentTaxYearAmt |
| Total | $204,547,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $204,547,469 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,606,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,690,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,039,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,519,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,412,921 | CurrentTaxYearAmt |
| Total | $88,268,206 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $292,815,675 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $233,861,778 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6986 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7416 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2) | FormAndLineReferenceDesc |
| Explanation | The University of Louisville Athletics Association supports the University of Louisville, a State university exempt under IRC Sec 115. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,521,401 | BeginningYearBalanceAmt |
| Contributions | -$438,004 | ContributionsAmt |
| Investment Earnings Or Losses | $961,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $204,137 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,320,153 | OtherExpendituresAmt |
| Administrative Expenses | $286,817 | AdministrativeExpensesAmt |
| End Year Balance | $22,233,854 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,425,519 | BeginningYearBalanceAmt |
| Contributions | $273,323 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,441,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $432,550 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $303,670 | AdministrativeExpensesAmt |
| End Year Balance | $23,521,401 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,247,622 | BeginningYearBalanceAmt |
| Contributions | $1,392,416 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,409,266 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $310,986 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,153,104 | OtherExpendituresAmt |
| Administrative Expenses | $341,163 | AdministrativeExpensesAmt |
| End Year Balance | $26,425,519 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,506,150 | BeginningYearBalanceAmt |
| Contributions | $226,407 | ContributionsAmt |
| Investment Earnings Or Losses | $1,583,825 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,252 | GrantsOrScholarshipsAmt |
| Other Expenditures | $607,075 | OtherExpendituresAmt |
| Administrative Expenses | $325,433 | AdministrativeExpensesAmt |
| End Year Balance | $29,247,622 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,181,351 | BeginningYearBalanceAmt |
| Contributions | $980,365 | ContributionsAmt |
| Investment Earnings Or Losses | $2,279,829 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,567,305 | OtherExpendituresAmt |
| Administrative Expenses | $368,090 | AdministrativeExpensesAmt |
| End Year Balance | $28,506,150 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9478 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0522 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,150,911 | OtherCostOrOtherBasisAmt |
| Book Value | $5,150,911 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $204,876,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,170,599 | DepreciationAmt |
| Book Value | $151,705,507 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,299,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $840,561 | DepreciationAmt |
| Book Value | $458,740 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,290,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,029,099 | DepreciationAmt |
| Book Value | $1,261,829 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,731,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $633,318 | DepreciationAmt |
| Book Value | $18,098,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $176,675,653 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to University of Louisville Foundation, Inc. | $315,539 |
| Note Payable to University of Louisville Foundation, Inc. | $1,000,000 |
| Due to University of Louisville | $93,967,466 |
| Note Payable to University of Louisville | $13,536,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,819,392 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $118,850,882 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $901,041 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,523,410 | OtherRevenueAmt |
| Revenue Not Reported | -$1,622,369 | RevenueNotReportedAmt |
| Revenue Subtotal | $120,473,251 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $120,473,251 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $105,099,635 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,099,635 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,523,410 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,523,410 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $107,623,045 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The University of Louisville Athletic Association's main endowment investment is the Hickman Camp program, which is unrestricted and undesignated. This program represents approximately 74% of the organization's total endowment investment. In recent years the funds have been used for scholarships. The balance of the endowment investments are intended for athletic scholarships, administrative compensation, and stadium maintenance. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Reclassify expenses netted with revenues on financial statements - -2523410 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Reclassify expenses netted with revenues on financial statements - 2523410 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDENT ATHLETE RECRUITING | $28,459 |
| Central America and the Caribbean | 0 | 0 | Program Services | Team Travel | $8,115 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Student athlete recruiting | $1,524 |
| South America | 0 | 0 | Program Services | Student athlete recruiting | $1,777 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student athlete recruiting | $1,473 |
| Europe (Including Iceland and Greenland) | 0 | 0 | ,Training | $2,292 | |
| Sub-Saharan Africa | 0 | 0 | ,Training | $944 | |
| Russia and Neighboring States | 0 | 0 | Program Services | STUDENT ATHLETE RECRUITING | $605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $45,189 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $45,189 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SERVICE COMPLEX | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 611014882 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $1,672,954 | CashGrantAmt |
| Purpose Of Grant | SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 825 | RecipientCnt |
| Cash Grant | $15,105,513 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Students are selected and continue to receive assistance based on their ability to contribute to the athletic program of the University of Louisville. All financial aid both athletic and non-athletic is under the control of the university Office of Financial Aid. The Office of Athletic Compliance employs a full-time Compliance Coordinator who works as a liaison with the University Financial Aid Office to monitor all athletic and non-athletic financial aid provided to our student-athletes. This includes monitoring all individual and team NCAA limits, renewals, non-renewal and cancellation of athletic scholarships, the awarding of summer financial aid, and oversees the disbursement of the Student-Assistance fund for eligible student-athletes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamela A Feldhoff PhD | ||||||||||||||
| Former Vice Chair | $0 | $117,911 | $0 | $0 | $0 | $2,286 | $0 | $11,201 | $0 | $12,677 | $0 | $144,075 | $0 | $0 |
| Dr James R Ramsey | ||||||||||||||
| President and Chair (to 7/31/16) | $0 | $205,514 | $0 | $0 | $0 | $514,731 | $0 | $209,501 | $0 | $10,821 | $0 | $940,567 | $0 | $0 |
| Neville G Pinto PhD | ||||||||||||||
| President and Chair (10/26/16 - 1/21/17) | $0 | $504,222 | $0 | $0 | $0 | $17,617 | $0 | $26,125 | $0 | $20,889 | $0 | $568,853 | $0 | $0 |
| Gregory C Postel MD | ||||||||||||||
| President and Chair (from 1/21/17) | $0 | $927,342 | $0 | $0 | $0 | $583 | $0 | $29,000 | $0 | $16,723 | $0 | $973,648 | $0 | $0 |
| Prof Enid Trucios-Haynes | ||||||||||||||
| Vice Chair (to 10/20/16) | $0 | $177,883 | $0 | $0 | $0 | $774 | $0 | $16,549 | $0 | $15,939 | $0 | $211,145 | $0 | $0 |
| Harlan M Sands JD | ||||||||||||||
| Asst. Treasurer (to 1/7/17) | $0 | $352,604 | $0 | $0 | $0 | $21,845 | $0 | $26,500 | $0 | $18,473 | $0 | $419,422 | $0 | $0 |
| Susan I Howarth | ||||||||||||||
| Asst. Treasurer (from 1/20/17) | $0 | $214,377 | $0 | $0 | $0 | $13,039 | $0 | $21,632 | $0 | $12,520 | $0 | $261,568 | $0 | $0 |
| Dale B Billingsley PhD | ||||||||||||||
| Director (from 8/15/16) | $0 | $271,773 | $0 | $0 | $0 | $2,286 | $0 | $28,031 | $0 | $19,416 | $0 | $321,506 | $0 | $0 |
| Prof Carmine Esposito | ||||||||||||||
| Director | $0 | $147,280 | $0 | $0 | $0 | $1,188 | $0 | $13,152 | $0 | $15,216 | $0 | $176,836 | $0 | $0 |
| A Keith Inman | ||||||||||||||
| Director | $0 | $323,579 | $0 | $0 | $0 | $19,088 | $0 | $26,500 | $0 | $19,095 | $0 | $388,262 | $0 | $0 |
| Dr Kimberly Kempf-Leonard | ||||||||||||||
| Director | $0 | $263,252 | $0 | $0 | $0 | $774 | $0 | $19,875 | $0 | $12,525 | $0 | $296,426 | $0 | $0 |
| Prof Lars S Smith | ||||||||||||||
| Director (from 9/1/16) | $0 | $157,895 | $0 | $0 | $0 | $462 | $0 | $16,007 | $0 | $18,256 | $0 | $192,620 | $0 | $0 |
| Jessica R Stumbo MD | ||||||||||||||
| Director | $0 | $151,393 | $0 | $0 | $0 | $180 | $0 | $15,931 | $0 | $18,489 | $0 | $185,993 | $0 | $0 |
| Kathleen M Smith | ||||||||||||||
| Former Asst. Secretary | $0 | $139,916 | $0 | $0 | $0 | $1,524 | $0 | $16,716 | $0 | $13,839 | $0 | $171,995 | $0 | $0 |
| Thomas M Jurich | ||||||||||||||
| Athletic Director | $1,036,038 | $0 | $0 | $0 | $4,041,768 | $0 | $123,723 | $0 | $19,455 | $0 | $5,220,984 | $0 | $674,366 | $0 |
| Leslie C Strohm | ||||||||||||||
| Legal Counsel | $0 | $357,789 | $0 | $12,000 | $0 | $1,188 | $0 | $19,875 | $0 | $15,939 | $0 | $406,791 | $0 | $0 |
| Ronald Kevin Miller | ||||||||||||||
| Executive Senior Associate Athletic Director | $256,035 | $0 | $0 | $0 | $8,286 | $0 | $26,224 | $0 | $16,779 | $0 | $307,324 | $0 | $0 | $0 |
| Richard Pitino | ||||||||||||||
| Men's Basketball Coach | $4,177,502 | $0 | $790,000 | $0 | $51,952 | $0 | $1,428,380 | $0 | $17,895 | $0 | $6,465,729 | $0 | $600,000 | $0 |
| Robert P Petrino | ||||||||||||||
| Men's Football Coach | $3,430,773 | $0 | $917,583 | $0 | $31,758 | $0 | $26,500 | $0 | $17,305 | $0 | $4,423,919 | $0 | $0 | $0 |
| Jeff Walz | ||||||||||||||
| Women's Basketball Coach | $1,041,122 | $0 | $890,000 | $0 | $6,928 | $0 | $121,169 | $0 | $19,455 | $0 | $2,078,674 | $0 | $875,000 | $0 |
| Jeffrey Todd Grantham | ||||||||||||||
| Asst. Men's Football Coach | $1,316,189 | $0 | $110,417 | $0 | $6,414 | $0 | $26,500 | $0 | $17,305 | $0 | $1,476,825 | $0 | $0 | $0 |
| Daniel S McDonnell | ||||||||||||||
| Men's Baseball Coach | $831,354 | $0 | $120,000 | $0 | $11,466 | $0 | $165,988 | $0 | $16,723 | $0 | $1,145,531 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Both the men's football and men's basketball teams travel to away competitions on charter planes. Charter service is submitted for competitive bids for both teams to obtain the price/service. This process is per industry standard for the majority of Division 1 schools. Per the organization's policies, first class airfare cannot be expensed back to the organization. |
| Schedule J, Part I, Line 1a Travel for companions | The organization obtains approval from the President's Office for all travel of athletic staff family members to special events such as post-season competitions, holiday tournaments, and other events where spouses are expected to attend for bona fide business purposes. Expenses are covered from unrestricted monies and not part of the Athletic Association's operating budget. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Thomas Jurich - $1,846,351 tax gross ups on additional insurance premiums and deferred compensation benefits per employment contract. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The organization is authorized to provide country club memberships for the athletic director and some of its coaching staff as part of their respective employment contracts. These benefits are taxed accordingly based on personal vs. business usage. Monthly dues are paid directly by the organization and employees are reimbursed for any business related expenses under the organization's accountable plan on a monthly basis. |
| Schedule J, Part I, Line 1a Personal services | Financial planning services are allowed for the Director of Athletics and are capped at a set amount per calendar year. The expenses are paid by the organization and the employee is taxed on the amount of the services provided each year. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | James Ramsey - $507,542 settlement payments from the University of Louisville |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Jeffrey Walz - $94,669 deferred retention bonuses accrued on Section 457(f) nonqualified deferred compensation arrangements per employment contract. $875,000 retention bonuses vested and paid during 2016. Daniel McDonnell - $139,488 deferred retention bonuses accrued on Section 457(f) nonqualified deferred compensation arrangements per employment contract. No amounts were paid during 2016. Richard Pitino - $1,401,880 deferred retention bonuses accrued on Section 457(f) nonqualified deferred compensation arrangements per employment contract. $600,000 retention bonus vested and paid during 2016. Thomas Jurich - $97,223 reportable deferred retention bonuses accrued during 2016 on Section 457(f) nonqualified deferred compensation arrangements per employment contract. Additionally, the employee vested in a 10-year retirement benefit payable at $160,000 per year beginning at age 60. Other contributions to Section 457(f) deferred compensation plans totaling $235,000 vested and were paid by the organization during 2016 as per the employment contract. James Ramsey - $183,000 deferred compensation payable in 2017 per settlement agreement with University of Louisville. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Louisville | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 611014882 | BondIssuerEIN |
| CUSIP | 914391R41 | CUSIPNum |
| Bond Issued | 2016-12-27 | BondIssuedDt |
| Issue Price | $81,099,955 | IssuePriceAmt |
| Purpose | Retire 2008 Bonds for finance of football stadium expansion | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,185,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $81,384,332 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $30,980,902 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $511,804 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $9,890,590 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $40,001,036 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.097 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.097 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 Total Proceeds of Issue | TOTAL PROCEEDS OF $88,532,941 LESS INTEREST EARNINGS OF $4,412,153 RECONCILES TO THE ISSUE PRICE OF $84,120,788. |
| Schedule K, Part III, Line 6 Private Business Use | Pertains to various naming rights contracts. The average annual yearly private business use percent over the measurement period is 3.06 percent. |
| Schedule K, Part II, Line 4 Gross Proceeds in Reserve Funds | Amount includes $3,016,968 of transferred proceeds. |
| Schedule K, Part IV, Line 5b Provider and Term | Part IV Lines 5b and 5c - GIC #1 Provider = Natixis Term = 17 Years; GIC #2 = West LB Term = 10 Years |
| Schedule K, Part IV, Line 2c Rebate computation | Rebate computation performed as of June 30, 2016, resulting in negative liability totaling <$1,692,787>. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $333,292 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - CONTRIBUTIONS OF MULTIPLE SHARES OF STOCK | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 18 TAX RETURN DISCLOSURE | COPIES OF THE ORGANIZATION'S MOST RECENT FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Line 15b OTHER EMPLOYEE COMPENSATION DETERMINATION PROCESS | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND OTHER KEY EMPLOYEES INVOLVED ALL OF THE FOLLOWING ELEMENTS: - DATA GATHERING AND ANALYSIS OF COMPENSATION AT COMPARABLY SIZED ORGANIZATIONS ALONG WITH BENCHMARKING AGAINST OTHER QUALIFIED OFFICIALS IN SIMILARLY SITUATED POSITIONS; - REVIEW AND APPROVAL BY THE ORGANIZATION'S ATHLETIC DIRECTOR AND EXECUTIVE SENIOR ASSOCIATE ATHLETIC DIRECTOR; AND - CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DETERMINATION PROCESS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | University of Louisville finance personnel and an outside firm prepared the return and a copy of the return was provided to all board members for review prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | If an item is presented to the Board of Directors (or any other policy board) for action, e.g., purchase of property, merging with another entity, buying services, etc., the Board member will disclose his or her possible conflict of interest and must recuse himself or herself from voting. The Board member also avoids participating in any decision or advocating for any decision of the Board. In some circumstances, e.g., when the conflict of the Board member places the Board member in competition with the University, the Board member will leave the board meeting during discussion or update on the action. Before any meeting of the various boards, an agenda is circulated to each member or director with descriptions of the action items. This allows sufficient time for any board member or director to alert the board about a potential conflict of interest. Past practice includes written disclosure by the board member outlining: (1) that a conflict of interest may exist; (2) the nature and extent of the conflict; and (3) the description and potential benefit, direct or indirect, to the member of the board. This information will be supplied to legal counsel and the entire board ahead of the meeting, and a copy of the information will be maintained in the board member's file. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The process for determining compensation of the organization's Athletic Director involved all of the following elements: - Data gathering and analysis of compensation at comparably sized organizations along with benchmarking against other qualified officials in similarly situated positions; - Review and approval by an independent Personnel Committee; - Review and approval by the independent Board of Directors of the organization pursuant to feedback from the Personnel Committee; and - Contemporaneous documentation of the compensation determination process by the Personnel Committee and the Board of Directors in each body's respective minutes. |
| Form 990, Part VI, Line 19 Required documents available to the public | Copies of the organization's financial statements, articles of incorporation, and conflict of interest policy are available at www.louisville.edu or upon request. |
| Schedule K, Part II, Line 3 Total Proceeds of Issue | Total proceeds of $81,384,332 less interest earnings of $284,377 reconciles to the issue price of $81,099,955. |
| Schedule K, Part III, Line 6 Private Business Use | Pertains to various naming rights contracts. The average yearly private business use percent over the measurement period is 6.7 percent. |
| Schedule K, Part IV, Line 2c Rebate Computation | As of the most recent calculation dated June 30, 2017, the bond has negative rebatable arbitrage totaling ($829,434). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611014882 | EDUCATION | KY | NA | false | ||
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611029626 | RESEARCH | KY | UNIVERSITY OF LOUISVILLE | false | 501(c)(3) | 5 |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL FUND INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 610888729 | EDUCATION | KY | UNIVERSITY OF LOUISVILLE | false | 501(c)(3) | 11 |
| UNIVERSITY PHYSICIANS GROUP INC | ||||||||||
| 323 EAST CHESTNUT STREET | LOUISVILLE | KY | 402021823 | 611346817 | MEDICAL CARE | KY | UNIVERSITY OF LOUISVILLE | false | 501(c)(3) | 3 |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL PRACTICE ASSOC | ||||||||||
| 555 SOUTH JACKSON STREET | LOUISVILLE | KY | 40202 | 611250153 | MEDICAL CARE | KY | UNIVERSITY OF LOUISVILLE | false | 501(c)(3) | 7 |
| 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 | Yes (true) | 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 |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |