BELLARMINE UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BELLARMINE UNIVERSITY (EIN 61-0482955)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-13
- IRS object ID
- 201731039349301508
- Schema version
- 2015v3.0
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-13T18:06:29-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | 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 | 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 ROAD | 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 ADMIN. & FINANCE | PersonTitleTxt |
| Phone | 5022728261 | PhoneNum |
| Signature | 2017-04-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT L ZIMLICH | PrincipalOfficerNm |
US Address USAddress
| 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) |
|---|---|---|
| Gross Receipts | $136,986,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BELLARMINE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | POST-SECONDARY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1769 | TotalEmployeeCnt |
| Total Volunteers | 543 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$5,494 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,150,622 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,908,034 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,556,612 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $119,721,953 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,596,654 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,752,779 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,222,826 | PYOtherRevenueAmt |
| CY Other Revenue | $1,157,755 | CYOtherRevenueAmt |
| PY Total Revenue | $124,526,714 | PYTotalRevenueAmt |
| CY Total Revenue | $136,540,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $47,001,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,186,314 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,633,168 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,395,268 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,838,998 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,232,315 | PYOtherExpensesAmt |
| CY Other Expenses | $26,924,067 | CYOtherExpensesAmt |
| PY Total Expenses | $119,867,421 | PYTotalExpensesAmt |
| CY Total Expenses | $127,505,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,659,293 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,034,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,745,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,614,439 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,627,328 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,884,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,118,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $126,730,307 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $84,427,726 | ExpenseAmt |
| Grant | $49,194,941 | GrantAmt |
| Revenue | $104,283,943 | RevenueAmt |
| Desc | INSTRUCTION: 2846 STUDENTS IN UNDERGRADUATE CLASSES; 1487 STUDENTS IN GRADUATE CLASSES; 909 STUDENTS GRADUATED IN 2015-2016 ACADEMIC SCHOOL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,154,290 | ExpenseAmt |
| Grant | $1,991,373 | GrantAmt |
| Revenue | $9,532,988 | RevenueAmt |
| Desc | AUXILIARY HOUSING: AUXILIARY ENTERPRISES:STUDENT HOUSING IS THE MAJOR AUXILIARY ENTERPRISE. LIVING QUARTERS WERE PROVIDED TO 1125 STUDENTS IN THE RESIDENCE HALLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,685,118 | ExpenseAmt |
| Revenue | $5,905,022 | RevenueAmt |
| Desc | STUDENT SERVICES, STUDENT AFFAIRS OFFICE, ADMISSIONS AND ENROLLMENT SERVICES,REGISTRARS OFFICE, HEALTH AND COUNSELING SERVICES, ATHLETICS AND RECREATION | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,230,756 | ExpenseAmt |
| Revenue | $879,092 | RevenueAmt |
| Desc | ACADEMIC SUPPORT, LIBRARY AND COMPUTER TECHNOLOGY SERVICES, SUPPORT FOR THE FOUR ACADEMIC DIVISIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,230,756 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $879,092 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $115,497,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 432 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1769 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | 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 | ROBERT L ZIMLICH VP FOR ADMIN & FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5022728261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NEWBURG ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOSEPH J MCGOWAN | ||||||||
| PRESIDENT, DECEASED | 40.00 | Yes (X) | Yes (X) | $677,901 | $0 | $88,013 | ||
| JOSEPH P CLAYTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSS COX | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R ALLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LANSING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MACKIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST W MARSHALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LIBBYE MONTOMERY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JOSEPH E KURTZ DD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WPATRICK MULLOY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE TRAGER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE REAGAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| T W SAMUELS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD M SPALDING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SR JANET MARIE PETERWORTH OSU | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG WHYTE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA MASON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD BERG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MCCALLISTER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA GERWING HAMPTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| G JESSE FLYNN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE HAGAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E MUDD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY DAWLEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG GRANT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD RAY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HEINTZMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA SCHMIDT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT THORNTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY ULMER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS TEGART | ||||||||
| EXECUTIVE VP, INTERIM PRESIDENT | 40.00 | Yes (X) | $246,901 | $0 | $34,277 | |||
| ROBERT L ZIMLICH | ||||||||
| VP ADMINISTRATION & FINANC | 40.00 | Yes (X) | $235,196 | $0 | $55,141 | |||
| GLENN KOSSE | ||||||||
| VP DEVELOPMENT & ALUMNI RE | 40.00 | Yes (X) | $214,318 | $0 | $36,482 | |||
| HUNT HELM | ||||||||
| VP COMMUNICATIONS & PUBLIC | 40.00 | Yes (X) | $186,063 | $0 | $19,527 | |||
| SEAN RYAN | ||||||||
| VP ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $212,023 | $0 | $40,570 | |||
| CAROLE PFEFFER | ||||||||
| VP ACADEMIC AFFAIRS | 40.00 | Yes (X) | $211,267 | $0 | $25,999 | |||
| HELEN GRACE RYAN | ||||||||
| VP STUDENT AFFAIRS | 40.00 | Yes (X) | $140,143 | $0 | $15,044 | |||
| DANIEL BAUER | ||||||||
| DEAN OF SCH. OF BUS. | 40.00 | $175,608 | $0 | $31,871 | Yes (X) | |||
| ROBERT COOTER | ||||||||
| DEAN OF SCH. OF EDUCATION | 40.00 | $174,044 | $0 | $23,480 | Yes (X) | |||
| SCOTT DAVENPORT | ||||||||
| HEAD COACH - MEN'S BASKETB | 40.00 | $242,864 | $0 | $27,042 | Yes (X) | |||
| ZAIN KHANDWALA | ||||||||
| EXECUTIVE DIRECTOR - ADVAN | 40.00 | $206,198 | $0 | $5,872 | Yes (X) | |||
| MICHAEL MATTEI | ||||||||
| PROFESSOR SCHOOL OF BUSINE | 40.00 | $166,135 | $0 | $27,125 | Yes (X) | |||
| FRED RHODES | ||||||||
| FORMER VP STUDENT AFFAIRS | 40.00 | $203,850 | $0 | $30,366 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,292,511 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $460,809 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MESSER CONSTRUCTION COMPANY | |||||
| 5158 FISHWICK DR | CINCINNATI | OH | 45216 | CONSTRUCTION | $7,595,276 |
| SODEXO | |||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40203 | FOOD SERVICE | $4,140,856 |
| DOE-ANDERSON INC | |||||
| 620 W MAIN ST | LOUISVILLE | KY | 40202 | ADVERTISING | $1,174,729 |
| FACILITIES MANAGEMENT SERVICES | |||||
| 4400 BISHOP LANE | LOUISVILLE | KY | 40218 | CLEANING SERVICES | $944,733 |
| ROYALL AND COMPANY | |||||
| 1920 EAST PARHAM ROAD | RICHMOND | VA | 23228 | RECRUITING CONSULTANTS | $812,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $138,085 | FundraisingAmt |
| Government Grants | $543,656 | GovernmentGrantsAmt |
| All Other Contributions | $12,226,293 | AllOtherContributionsAmt |
| Noncash Contributions | $5,092,663 | NoncashContributionsAmt |
| Total Contributions | $12,908,034 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $104,283,943 | $104,283,943 |
| AUXLIARY ENTERPRISES-HOUSING | 900099 | $7,592,643 | $7,592,643 |
| FOOD REVENUE | 900099 | $1,765,927 | $1,765,927 |
| CAMPUS STORE | 900099 | $157,272 | $157,272 |
| MEMBERSHIP DUES | 900099 | $17,146 | $17,146 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,905,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,905,022 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $119,721,953 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,955,863 | TotalRevenueColumnAmt |
| Exclusion | $1,955,863 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,416 | TotalRevenueColumnAmt |
| Exclusion | $15,416 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $203,075 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,396 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,679 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,679 | TotalRevenueColumnAmt |
| Exclusion | $168,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $999,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $217,500 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $781,500 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,500 | TotalRevenueColumnAmt |
| Exclusion | $781,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $286,734 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $138,085 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $178,199 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,535 | TotalRevenueColumnAmt |
| Exclusion | $108,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $3,175 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,726 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,449 | TotalRevenueColumnAmt |
| Exclusion | $1,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $38,597 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,358 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,239 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 531390 | $447,383 | $447,383 |
| SPORTS CAMP REVENUE | 713990 | $313,790 | $313,790 |
| ACADEMIC RELATED PARKING | 812930 | $93,680 | $93,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $854,853 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,540,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,601,045 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,031,442 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,186,314 | TotalAmt |
| Program Services | $51,186,314 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,457,339 | TotalAmt |
| Program Services | $710,275 | ProgramServicesAmt |
| Management And General | $1,472,184 | ManagementAndGeneralAmt |
| Fundraising | $274,880 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,725,296 | TotalAmt |
| Program Services | $31,019,510 | ProgramServicesAmt |
| Management And General | $3,696,428 | ManagementAndGeneralAmt |
| Fundraising | $1,009,358 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,444,634 | TotalAmt |
| Program Services | $2,048,965 | ProgramServicesAmt |
| Management And General | $312,746 | ManagementAndGeneralAmt |
| Fundraising | $82,923 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,334,259 | TotalAmt |
| Program Services | $4,994,300 | ProgramServicesAmt |
| Management And General | $1,164,670 | ManagementAndGeneralAmt |
| Fundraising | $175,289 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,433,740 | TotalAmt |
| Program Services | $2,099,756 | ProgramServicesAmt |
| Management And General | $270,493 | ManagementAndGeneralAmt |
| Fundraising | $63,491 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,154 | TotalAmt |
| Program Services | $14,859 | ProgramServicesAmt |
| Management And General | $95,545 | ManagementAndGeneralAmt |
| Fundraising | $1,750 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,761 | TotalAmt |
| Management And General | $68,761 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,027,682 | TotalAmt |
| Program Services | $1,620,033 | ProgramServicesAmt |
| Management And General | $158,455 | ManagementAndGeneralAmt |
| Fundraising | $249,194 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,059 | TotalAmt |
| Program Services | $606,750 | ProgramServicesAmt |
| Management And General | $24,634 | ManagementAndGeneralAmt |
| Fundraising | $403,675 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,594,813 | TotalAmt |
| Program Services | $2,412,901 | ProgramServicesAmt |
| Management And General | $114,834 | ManagementAndGeneralAmt |
| Fundraising | $67,078 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,397,976 | TotalAmt |
| Program Services | $656,578 | ProgramServicesAmt |
| Management And General | $706,732 | ManagementAndGeneralAmt |
| Fundraising | $34,666 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675,782 | TotalAmt |
| Program Services | $1,663,290 | ProgramServicesAmt |
| Management And General | $12,492 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,861 | TotalAmt |
| Program Services | $1,401,784 | ProgramServicesAmt |
| Management And General | $74,455 | ManagementAndGeneralAmt |
| Fundraising | $46,622 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,168 | TotalAmt |
| Program Services | $148,284 | ProgramServicesAmt |
| Management And General | $54,434 | ManagementAndGeneralAmt |
| Fundraising | $21,450 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,352,417 | TotalAmt |
| Program Services | $2,545,094 | ProgramServicesAmt |
| Management And General | $807,323 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,657,272 | TotalAmt |
| Program Services | $4,657,272 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,011 | TotalAmt |
| Program Services | $361,039 | ProgramServicesAmt |
| Management And General | $63,773 | ManagementAndGeneralAmt |
| Fundraising | $8,199 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | $521 | $521 | ||
| OTHER EXPENSES | $3,407,195 | -$426,994 | $3,615,999 | $218,190 |
| MEALS | $1,372,249 | $214,918 | $1,055,979 | $101,352 |
| OTHER EXPENSES-PLANT | $1,192,863 | $67,934 | $1,119,303 | $5,626 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,283 | TotalAmt |
| Program Services | $1,559,605 | ProgramServicesAmt |
| Management And General | $214,423 | ManagementAndGeneralAmt |
| Fundraising | $75,255 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,505,649 | TotalAmt |
| Program Services | $115,497,890 | ProgramServicesAmt |
| Management And General | $9,168,761 | ManagementAndGeneralAmt |
| Fundraising | $2,838,998 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,190 | BOYAmt |
| EOY | $5,235 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,620,888 | BOYAmt |
| EOY | $12,854,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,763,948 | BOYAmt |
| EOY | $8,276,462 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,357,406 | BOYAmt |
| EOY | $2,859,115 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,779 | BOYAmt |
| EOY | $73,431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447,735 | BOYAmt |
| EOY | $1,226,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,076,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,496,093 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,212,282 | BOYAmt |
| EOY | $130,580,368 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,167,766 | BOYAmt |
| EOY | $42,300,267 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,628,966 | BOYAmt |
| EOY | $13,818,886 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,455,775 | BOYAmt |
| EOY | $3,620,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,745,735 | BOYAmt |
| EOY | $215,614,439 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,879,378 | BOYAmt |
| EOY | $5,234,558 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,672,059 | BOYAmt |
| EOY | $2,736,936 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,222,400 | BOYAmt |
| EOY | $76,284,450 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,853,491 | BOYAmt |
| EOY | $4,628,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,627,328 | BOYAmt |
| EOY | $88,884,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,847,380 | BOYAmt |
| EOY | $78,637,382 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,806,308 | BOYAmt |
| EOY | $14,178,307 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,464,719 | BOYAmt |
| EOY | $33,914,618 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,118,407 | BOYAmt |
| EOY | $126,730,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,745,735 | BOYAmt |
| EOY | $215,614,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,034,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,422,972 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,931,015 | BeginningYearBalanceAmt |
| Contributions | $2,117,336 | ContributionsAmt |
| Investment Earnings Or Losses | $1,432,278 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,151,734 | GrantsOrScholarshipsAmt |
| Other Expenditures | $683,373 | OtherExpendituresAmt |
| Administrative Expenses | $385,974 | AdministrativeExpensesAmt |
| End Year Balance | $52,259,548 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,752,880 | BeginningYearBalanceAmt |
| Contributions | $4,266,540 | ContributionsAmt |
| Investment Earnings Or Losses | $4,970,915 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,144,067 | GrantsOrScholarshipsAmt |
| Other Expenditures | $538,057 | OtherExpendituresAmt |
| Administrative Expenses | $377,196 | AdministrativeExpensesAmt |
| End Year Balance | $50,931,015 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,574,903 | BeginningYearBalanceAmt |
| Contributions | $1,140,935 | ContributionsAmt |
| Investment Earnings Or Losses | $5,913,542 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,028,552 | GrantsOrScholarshipsAmt |
| Other Expenditures | $509,501 | OtherExpendituresAmt |
| Administrative Expenses | $338,447 | AdministrativeExpensesAmt |
| End Year Balance | $43,752,880 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,225,490 | BeginningYearBalanceAmt |
| Contributions | $1,062,421 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,009,908 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $935,819 | GrantsOrScholarshipsAmt |
| Other Expenditures | $444,787 | OtherExpendituresAmt |
| Administrative Expenses | $322,494 | AdministrativeExpensesAmt |
| End Year Balance | $38,574,903 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75490 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,111,118 | OtherCostOrOtherBasisAmt |
| Book Value | $5,111,118 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,420,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,024,649 | DepreciationAmt |
| Book Value | $83,395,693 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,213,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,539,423 | DepreciationAmt |
| Book Value | $5,674,532 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,331,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,932,021 | DepreciationAmt |
| Book Value | $36,399,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $130,580,368 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $460,966 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER ENDOWMENT SECURITIES | $4,495,903 | F |
| GLOBAL HEDGED EQUITY | $4,408,579 | F |
| ABSOLUTE RETURN HEDGE FUND | $1,432,660 | F |
| DISTRESSED DEBT | $566,382 | F |
| PRIVATE EQUITY | $2,454,396 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,818,886 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $1,497,772 |
| U.S. ADVANCES FOR STUDENT LOANS | $722,443 |
| LONG TERM CAPITAL LEASE OBLIGATIONS | $2,407,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,628,188 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,169,414 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,422,972 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $238,179 | OtherRevenueAmt |
| Revenue Not Reported | -$3,184,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $85,354,207 | RevenueSubtotalAmt |
| Other Revenues Not Included | $51,186,314 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $51,186,314 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $136,540,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,557,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $238,179 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $238,179 | ExpensesNotReportedAmt |
| Expenses Subtotal | $76,319,335 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $51,186,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $51,186,314 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $127,505,649 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE HISTORICAL TREASURES OF THE UNIVERSITY CONSIST OF OVER 50,000 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 CENTURY 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 UNIVERSITY'S 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, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES, SPECIAL EVENTS, AND COST OF GOODS SOLD 59,980. ATHLETIC TEAM FUND RAISING 178,199. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND DISCOUNTS 51,186,314. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES, SPECIAL EVENTS, AND COST OF GOODS SOLD 59,980. ATHLETIC TEAM FUND RAISING NETTED AGAINST EXPENSE 178,199. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND DISCOUNTS 51,186,314. |
| SCHEDULE D, PART XI & XII | SCHEDULE D, PAGE 4, PART XI, LINE 2D-RENTAL EXPENSES, SPECIAL EVENTS EXPENSE AND COST OF GOODS SOLD WHICH WERE NETTED AGAINST THE REVENUE ACCOUNTS FOR PRESENTATION ON THE 990, BUT INCLUDED AS EXPENSE ON THE AUDITED STATEMENTS.(SEE EXPLANATION SCHEDULE D, PAGE 4, PART XII, LINE 2D BELOW.) SCHEDULE D, PAGE 4, PART XI, LINE 4B-ATHLETIC TEAM FUND RAISING ARE NETTED AGAINST EXPENSES IN THE AUDITED STATEMENTS BUT SHOWN AS INCOME ON THE 990. SCHOLARSHIPS AND DISCOUNTS ARE NETTED AGAINST THE REVENUE IN THE AUDITED FINANCIAL STATEMENTS BUT SHOWN AS EXPENSE ON THE 990. SCHEDULE D, PAGE 4, PART XII, LINE 2D-RENTAL EXPENSES, SPECIAL EVENTS EXPENSE AND COST OF GOODS SOLD WHICH WERE NETTED AGAINST THE REVENUE ACCOUNTS FOR PRESENTATION ON THE 990, BUT INCLUDED AS EXPENSE ON THE AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XII, LINE 4B, REPRESENTS SPORTS CAMP REVENUE AND ATHLETIC TEAM FUND RAISING NETTED AGAINST EXPENSE IN THE AUDITED STATEMENTS, AND SHOWN AS REVENUE ON THE 990. SCHOLARSHIPS AND DISCOUNTS ARE NETTED AGAINST THE REVENUE IN THE AUDITED FINANCIAL STATEMENTS BUT SHOWN AS EXPENSE ON THE 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS WRITTEN IN ALL OF THE PUBLICATIONS OF THE UNIVERSITY. ALSO THE POLICY IS BROADCAST THROUGHOUT THE YEAR IN NUMEROUS PUBLIC PUBLICATIONS INCLUDING LOCAL NEWSPAPERS, PROMOTIONAL MATERIALS AND OTHER STUDENT BROCHURES. |
| SCHEDULE E, PART I, LINE 6 | BELLARMINE UNIVERSITY PARTICIPATES IN THE FOLLOWING FINANCIAL AID PROGRAMS: FEDERAL PELL GRANT PROGRAM, FEDERAL WORK-STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL DIRECT LOAN PROGRAM, FEDERAL DIRECT PLUS LOAN PROGRAM AND TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS PROGRAM. THE UNIVERSITY COMPLIES WITH THE ANNUAL SINGLE AUDIT REQUIREMENTS, FILINGS WITH THE FEDERAL AUDITING CLEARINGHOUSE AND THE DEPARTMENT OF EDUCATION FILINGS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | 92 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | 27 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| EUROPE | PROGRAM SERVICES | 116 STUDENTS PARTICPATED IN STUDY ABROAD PROGRAMS |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | 14 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| SOUTH ASIA | PROGRAM SERVICES | 7 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| AFRICA | PROGRAM SERVICES | 2 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| NORTH AMERICA | PROGRAM SERVICES | 8 STUDENTS PARTICIPATED IN STUDY ABROAD PROGRAMS |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KNIGHT OF KNIGHTS | Event1Nm |
| Gross Receipts Event1 | $121,252 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $105,852 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,261 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $38,041 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,550 | OtherDirectExpensesEvent1Amt |
| Event2 | DESIGNER SHOW HOUSE | Event2Nm |
| Gross Receipts Event2 | $94,395 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $63,444 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,951 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,623 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,717 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $13,611 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $209,172 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $59,241 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $149,931 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $24,922 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,798 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $700 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,976 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $424,819 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $138,085 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $286,734 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,806 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,556 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,137 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $178,199 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $108,535 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND DISCOUNTS | GrantTypeTxt |
| Recipient | 2558 | RecipientCnt |
| Cash Grant | $51,186,314 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH J MCGOWAN | ||||||||||||||
| PRESIDENT, DECEASED | $421,858 | $0 | $175,970 | $0 | $80,073 | $0 | $26,500 | $0 | $61,513 | $0 | $765,914 | $0 | $0 | $0 |
| DORIS TEGART | ||||||||||||||
| EXECUTIVE VP, INTERIM PRESIDENT | $232,610 | $0 | $0 | $0 | $14,291 | $0 | $25,305 | $0 | $8,972 | $0 | $281,178 | $0 | $0 | $0 |
| ROBERT L ZIMLICH | ||||||||||||||
| VP ADMINISTRATION & FINANC | $200,085 | $0 | $0 | $0 | $35,111 | $0 | $22,295 | $0 | $32,846 | $0 | $290,337 | $0 | $0 | $0 |
| GLENN KOSSE | ||||||||||||||
| VP DEVELOPMENT & ALUMNI RE | $193,214 | $0 | $0 | $0 | $21,104 | $0 | $22,295 | $0 | $14,187 | $0 | $250,800 | $0 | $0 | $0 |
| HUNT HELM | ||||||||||||||
| VP COMMUNICATIONS & PUBLIC | $175,651 | $0 | $0 | $0 | $10,412 | $0 | $18,592 | $0 | $935 | $0 | $205,590 | $0 | $0 | $0 |
| SEAN RYAN | ||||||||||||||
| VP ENROLLMENT MANAGEMENT | $192,979 | $0 | $0 | $0 | $19,044 | $0 | $21,174 | $0 | $19,396 | $0 | $252,593 | $0 | $0 | $0 |
| CAROLE PFEFFER | ||||||||||||||
| VP ACADEMIC AFFAIRS | $199,877 | $0 | $0 | $0 | $11,390 | $0 | $20,141 | $0 | $5,858 | $0 | $237,266 | $0 | $0 | $0 |
| HELEN GRACE RYAN | ||||||||||||||
| VP STUDENT AFFAIRS | $132,787 | $0 | $0 | $0 | $7,356 | $0 | $14,504 | $0 | $540 | $0 | $155,187 | $0 | $0 | $0 |
| DANIEL BAUER | ||||||||||||||
| DEAN OF SCH. OF BUS. | $166,348 | $0 | $0 | $0 | $9,260 | $0 | $17,771 | $0 | $14,100 | $0 | $207,479 | $0 | $0 | $0 |
| ROBERT COOTER | ||||||||||||||
| DEAN OF SCH. OF EDUCATION | $157,666 | $0 | $0 | $0 | $16,378 | $0 | $17,301 | $0 | $6,179 | $0 | $197,524 | $0 | $0 | $0 |
| SCOTT DAVENPORT | ||||||||||||||
| HEAD COACH - MEN'S BASKETB | $181,636 | $0 | $51,345 | $0 | $9,883 | $0 | $18,333 | $0 | $8,709 | $0 | $269,906 | $0 | $0 | $0 |
| ZAIN KHANDWALA | ||||||||||||||
| EXECUTIVE DIRECTOR - ADVAN | $188,042 | $0 | $0 | $0 | $18,156 | $0 | $0 | $0 | $5,872 | $0 | $212,070 | $0 | $0 | $0 |
| MICHAEL MATTEI | ||||||||||||||
| PROFESSOR SCHOOL OF BUSINE | $140,391 | $0 | $0 | $0 | $25,744 | $0 | $16,807 | $0 | $10,318 | $0 | $193,260 | $0 | $0 | $0 |
| FRED RHODES | ||||||||||||||
| FORMER VP STUDENT AFFAIRS | $184,412 | $0 | $0 | $0 | $19,438 | $0 | $20,763 | $0 | $9,603 | $0 | $234,216 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | THE BONUS CALCULATION USES THE FOLLOWING CRITERIA: BALANCED BUDGET CLEAN AUDIT OPINION (REGULAR AUDIT AND FEDERAL A133 AUDIT) FUNDRAISING ENROLLMENT, AND OTHER GOALS. |
| PART I, LINE 7 | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES CRITERIA TO BE USED DURING THE NEXT FISCAL YEAR TO ESTABLISH THE GOALS THE PRESIDENT MUST MEET OR EXCEED IN ORDER TO QUALIFY FOR ANY BONUS. THE GOALS ARE ESTABLISHED BASED UPON THE VISION AND THE MISSION OF THE UNIVERSITY. |
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 |
|---|---|---|---|---|---|---|---|---|
| LOUJEFFCOMETRO GOVERNMENT | ||||||||
| A | 616001862 | NONEAVAIL | 2008-07-10 | $27,230,000 | REFUNDING & CAP IMPROVE | 0 | 0 | 0 |
| LOUJEFFCOMETRO GOVERNMENT | ||||||||
| B | 616001862 | NONEAVAIL | 2009-12-16 | $18,500,000 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 |
| CITY OF SHIVELY KY COLLEGE IMPROVEMENT BONDS | ||||||||
| C | 616001912 | NONEAVAIL | 2011-04-20 | $7,100,000 | CAPITAL IMPROVEMENTS | Yes (1) | 0 | 0 |
| CITY OF AUDUBON PARK KY COLLEGE IMPROVEMENT BONDS | ||||||||
| D | 616001777 | NONEAVAIL | 2011-05-11 | $6,000,000 | CAPITAL IMPROVEMENTS | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,900,000 | $28,132,896 | $2,661,576 | $363,752 | $61,106 | $13,726,216 | $11,305,415 | $14,831 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $1,955,000 | $18,268,653 | $1,338,081 | $251,401 | $22,363 | $16,648,927 | $7,881 | 2011 | 0 | 0 | Yes (1) | Yes (1) | ||
| C | $514,000 | $7,100,000 | $149,050 | $6,950,950 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $6,586,000 | ||||
| D | $436,000 | $6,000,000 | $71,700 | $5,928,300 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $5,564,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K BONDS ALL BONDS | BONDS ISSUED JULY 10, 2008: DECEMBER 16, 2009 AND SEPTEMBER 2015 - UNDER THE 2015, 2009, AND 2008 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, 2016, WAS $2,277,477, $1,338,081 AND $2,661,576 FOR THE SERIES 2015, 2009, AND 2008 BONDS RESPECTIVELY, AND ARE REFLECTED AS PLANT FUNDS ON THE STATEMENTS OF FINANCIAL POSITION. BOND ISSUED JULY 10, 2008 - ADDITIONAL INFORMATION: IN JULY 2008, THE UNIVERSITY ISSUED $41,290,000 OF LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 2008 A & B (BELLARMINE UNIVERSITY PROJECTS) OF WHICH $23,884,969 WAS USED FOR THE PURPOSE OF DEFEASING THE COUNTY OF JEFFERSON, KENTUCKY, COLLEGE REVENUE BONDS, SERIES 2006, AND THE REMAINDER WAS USED TO PROVIDE FUNDS TO BUILD A 146 BED RESIDENCE HALL, TO BUILD AN ADDITION TO A CLASSROOM BUILDING, AND TO RENOVATE AN OFFICE BUILDING. 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. BONDS ISSUED IN 2011: CITY OF SHIVELY, KY AND CITY OF AUDUBON PARK, KY: IN APRIL 2011, THE UNIVERSITY ISSUED $7,100,000 OF CITY OF SHIVELY, KENTUCKY COLLEGE IMPROVEMENT REVENUE BONDS, SERIES 2011 (SHIVELY BONDS) AND IN MAY 2011, THE UNIVERSITY ISSUED $6,000,000 OF CITY OF AUDUBON PARK, KENTUCKY, COLLEGE IMPROVEMENT REVENUE BONDS, SERIES 2011 (AUDUBON PARK BONDS) TOGETHER REFERRED TO AS THE BELLARMINE UNIVERSITY INCORPORATED PROJECT OF WHICH THE MAJORITY WAS USED TO PROVIDE FUNDS TO BUILD A 129 BED RESIDENCE HALL, TO BUILD AN ARBORETA IN THE CENTER OF THE RESIDENCE HALL COMPLEX, AND TO MAKE SUBSTANTIAL REPAIRS TO THE SPORTS RECREATION AND FITNESS CENTER. THESE BONDS WERE DEFEASED IN SEPTEMBER 2015. BONDS ISSUED IN 2012: CITY OF SHIVELY, KY AND CITY OF AUDUBON PARK, KY: IN NOVEMBER 2012,THE UNIVERSITY ISSUED $5,160,000 OF CITY OF SHIVELY, KENTUCKY, COLLEGE REVENUE REFUNDING BONDS, SERIES 2012 (SHIVELY 2012 BONDS) AND $7,190,000 OF CITY OF AUDUBON PARK, KENTUCKY, COLLEGE REVENUE REFUNDING BONDS, SERIES 2012 (AUDUBON PARK 2012 BONDS) TOGETHER REFERRED TO AS THE BELLARMINE UNIVERSITY INCORPORATED PROJECT OF WHICH THE MAJORITY WAS USED TO REFUND LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE REFUNDING AND IMPROVEMENT REVENUE BOND SERIES 2008 B AND THE REMAINDER WAS USED TO COVER BOND ISSUANCE COSTS. THESE BONDS WERE DEFEASED IN SEPTEMBER 2015. 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. THE DEFEASANCE OF THE 2012 AND 2011 BONDS RESULTED IN A LOSS OF $50,154 AND $172,482 RESPECTIVELY DUE TO THE UNAMORTIZED BOND ISSUANCE COSTS. IN ADDITION, THE DEFEASANCE OF THE SWAP ON THE AUDUBON PARK BONDS AND THE SHIVELY BONDS RESULTED IN A SWAP TERMINATION FEE OF $124,000 AND $125,000 RESPECTIVELY. SERIES 2015 BONDS ARE FIXED RATE, TAX EXEMPT BONDS, WITH A TERM OF THIRTY YEARS. |
| 990, SCHEDULE K, PART II, PROCEEDS | LINE 3A: ISSUE PRICE (27,230,000) LESS NET OID (538,862) PLUS INVESTMENT EARNINGS (1,441,758) EQUALS TOTAL PROCEEDS OF ISSUE (28,132,896). LINE 3B: ISSUE PRICE (18,500,000) LESS NET OID (258,902) PLUS INVESTMENT EARNINGS (27,555) EQUALS TOTAL PROCEEDS OF ISSUE (18,268,653). LINE 3C ENTITY 2: ISSUE PRICE (35,405,000) PLUS NET OIP (1,024,171) PLUS INVESTMENT EARNINGS (1,087) EQUALS TOTAL PROCEEDS OF ISSUE (36,430,258). LINE 3A LINE 3B LINE 3C (ENTITY 2) 27,230,000 18,500,000 35,405,000 - 538,862 - 258,902 + 1,024,171 + 1,441,758 + 27,555 + 1,087 =28,132,896 =18,268,653 =36,430,258 SCHEDULE K, PART III, PRIVATE BUSINESS USE #9: WE ARE IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. |
| SCHEDULE K, PART IV, ARBITRAGE | LINE 2C, BOND COLUMN A: THE REBATE COMPUTATION WAS PERFORMED ON 8/8/2013 BY FROST BROWN TODD, PLLC ATTORNEYS AT LAW LINE 7: WE ARE IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. SCHEDULE K, PART V, PROCEDURES: WE ARE IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF SHIVELY KY COLLEGE REFUNDING BONDS | ||||||||
| A | 616001912 | NONEAVAIL | 2012-11-27 | $5,161,000 | REFUNDING | Yes (1) | 0 | 0 |
| CITY OF AUDUBON PARK KY COLLEGE REFUNDING BONDS | ||||||||
| B | 616001777 | NONEAVAIL | 2012-11-08 | $7,910,000 | REFUNDING | Yes (1) | 0 | 0 |
| LOUJEFFCOMETRO GOVERNMENT COLLEGE IMPROVEMENT & REFUNDING | ||||||||
| C | 616001862 | NONEAVAIL | 2015-09-01 | $35,405,000 | REFUNDING & CAP IMPROVE | 0 | 0 | 0 |
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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $615,040 | $4,544,960 | $5,160,000 | $29,252 | $14,353 | $12,828 | $5,103,567 | 0 | Yes (1) | Yes (1) | Yes (1) | |||
| B | $922,560 | $6,987,440 | $7,910,000 | $23,567 | $7,886,433 | 0 | Yes (1) | Yes (1) | Yes (1) | |||||
| C | $665,000 | $36,430,258 | $421,321 | $11,789 | $10,000,145 | $23,682,400 | 0 | Yes (1) | Yes (1) | Yes (1) | $2,277,477 | $37,126 | 2016 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Sharing Of RevenuesSharingOfRevenuesInd | Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc |
|---|---|---|
| (no name) | ||
| 0 | ||
| C EDWARD GLASSCOCK | ||
| 0 | FORMER UNIVERSITY TRUSTEE | LEGAL SERVICES: C. EDWARD GLASSCOCK IS CHAIRMAN EMERITUS AND A MEMBER OF FROST BROWN TODD ATTORNEYS. FROST BROWN TODD IS PAID FOR PERFORMING LEGAL SERVICES FOR BELLARMINE UNIVERSITY. FROST BROWN TODD IS NOT THE ONLY LAW FIRM UTILIZED BY THE UNIVERSITY. MR. GLASSCOCK WAS NOT THE ATTORNEY WHO PERFORMED THE SERVICES FOR WHICH FROST BROWN TODD WAS PAID DURING THE FISCAL YEAR. THE LAW FIRM WAS PAID $45,628 FOR THE PERIOD COVERED BY THIS RETURN. |
| G JESSE FLYNN | ||
| 0 | CURRENT UNIVERSITY TRUSTEE | THE UNIVERSITY HAS FIVE YEAR LEASE WITH TAYLOR AVENUE LLC FOR A PROPERTY LOCATED AT 1961 BISHOPS LANE, LOUISVILLE, KY. MR. FLYNN IS A MEMBER OF TAYLOR AVENUE LLC. THE UNIVERSITY MADE LEASE PAYMENTS ON THIS PROPERTY FOR THE FISCAL YEAR IN THE AMOUNT OF $243,315. |
| SODEXO | ||
| 0 | CONTRIBUTOR TO THE UNIVERSITY | SODEXO PROVIDES FOOD SERVICE TO THE UNIVERSITY. DURING THE FISCAL YEAR THE UNIVERSITY MADE PAYMENTS TO SODEXO IN THE AMOUNT OF $4,452,236. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $390 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,066 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $610,729 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,466,571 | 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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,907 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | 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 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MR. STEVE TRAGER, CURRENT TRUSTEE, IS THE CEO OF REPUBLIC BANK & TRUST CO.; AND MR. W. PATRICK MULLOY, II, CURRENT TRUSTEE, IS A DIRECTOR AT REPUBLIC BANK & TRUST CO. MR. RUSS COX, CURRENT TRUSTEE, IS THE EXECUTIVE VICE-PRESIDENT AND COO OF NORTON HEALTHCARE. MR. CRAIG GRANT, CURRENT TRUSTEE, IS A MEMBER OF THE BOARD OF NORTON HEALTHCARE AND MS. MARIA HAMPTON, CURRENT TRUSTEE, IS THE CURRENT VICE-CHAIR OF THE NORTON HEALTHCARE BOARD. MR. GARY ULMER, CURRENT TRUSTEE IS THE BROTHER-IN-LAW OF MR. RUSS COX, CURRENT TRUSTEE. MR. STEVE MULLINS, CURRENT TRUSTEE AND FAMILY MEMBERS INVESTED IN COMFY COW ICE CREAM WHEN MR. DON BERG, CURRENT TRUSTEE WAS THE CEO OF COMFY COW. MR. STEVE TRAGER,CURRENT TRUSTEE AND MR. GARY ULMER, CURRENT TRUSTEE ARE CO-OWNERS OF THE LOUISVILLE BATS, A MINOR LEAGUE BASEBALL CLUB. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY INTERNAL STAFF AND REVIEWED IN DETAIL BY THE ASSISTANT 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 A TELEPHONE LINE IN WHICH EMPLOYEES CAN CONFIDENTIALLY REPORT ANYTHING THAT THEY DEEM AS INAPPROPRIATE WITHIN THE ORGANIZATION; INCLUDING BUT NOT LIMITED TO FRAUD, HARASSEMENT, DISCRIMINATION, CONFLICT OF INTEREST OR MISAPPROPRIATION OF UNIVERSITY FUNDS OR ASSETS. THE CONFIDENTIAL LINE IS (502)272-7535. |
| 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 REVIEWED BY THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD. 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 AND PROPOSED GOALS. 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 FORM 990 IS AVAILABLE ON GUIDESTAR FOR PUBLIC INSPECTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION 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 FORM 990 IS AVAILABLE ON GUIDESTAR FOR PUBLIC INSPECTION. |
| PART XII, LINE 2C | THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT HAS NOT CHANGED SINCE THE LAST FISCAL YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | KY | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |