2016-02-12T04:56:44-06:00 2015-06-30 611191655 STROTHMAN & COMPANY PSC 325 W MAIN ST SUITE 1600 LOUISVILLE KY 402024251 990 2014-07-01 610444763 LINDSEY WILSON COLLEGE LIND 2703848100 210 LINDSEY WILSON STREET COLUMBIA KY 42728 MARK COLEMAN VP OF ADMIN AND FINANCE 2703848100 2016-02-10 1 WILLIAM G MEYER III P00171030 5025851600 2014 2016-08-17 19:52:53Z WILLIAM T LUCKEY JR 210 LINDSEY WILSON STREET COLUMBIA KY 42728 62901974 0 X WWW.LINDSEY.EDU X 1952 KY THE MISSION OF LINDSEY WILSON COLLEGE IS TO SERVE THE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A LIVING-LEARNING ENVIRONMENT WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN WHERE EVERY STUDENT, EVERY DAY, LEARNS AND GROWS AND FEELS LIKE A REAL HUMAN BEING. 40 25 1288 11 0 -491631 4216671 3809297 55769757 55870230 1759821 2598455 597044 623992 62343293 62901974 22326837 22760130 0 0 21930183 21739297 0 0 617034 15048190 16067605 59305210 60567032 3038083 2334942 75879092 74394447 21797725 18974445 54081367 55420002 THE MISSION OF LINDSEY WILSON COLLEGE IS TO SERVE THE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A LIVING-LEARNING ENVIRONMENT WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN WHERE EVERY STUDENT, EVERY DAY, LEARNS AND GROWS AND FEELS LIKE A REAL HUMAN BEING. 0 0 55956015 22760130 56494222 HIGHER EDUCATION: 2,641 FULL AND PART TIME STUDENTS ENROLLED IN UNDERGRADUATE AND GRADUATE CLASSES: 614 DEGREES BESTOWED IN THE ACADEMIC YEAR. 55956015 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 103 0 1288 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 25 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 0 0 0 KY X X WILLIAM T LUCKEY JR 2703848001 210 LINDSEY WILSON STREET COLUMBIA KY 42728 DR ALLAN PARNELL BOARD MEMBER 1.00 X 0 0 0 DR CAL TURNER JR BOARD MEMBER 1.00 X 0 0 0 DR JAMES L ROGERS III BOARD MEMBER 1.00 X 0 0 0 DR JERRY MCCANDLESS BOARD MEMBER 1.00 X 0 0 0 DR JOHN BEGLEY BOARD MEMBER 1.00 X 0 0 0 DR PAUL A FRYMAN BOARD MEMBER 1.00 X 0 0 0 DR ROBERT GOODIN BOARD MEMBER 1.00 X 0 0 0 DR ROBERT HOLLOWAY BOARD MEMBER 1.00 X 0 0 0 MR BJ BURNETT BOARD MEMBER 1.00 X 0 0 0 MR CECIL MARTIN BOARD MEMBER 1.00 X 0 0 0 MR CHRISTOPHER ESTES BOARD MEMBER 1.00 X 0 0 0 MR DAN ANTLE BOARD MEMBER 1.00 X 0 0 0 MR DANNY PYLES BOARD MEMBER 1.00 X 0 0 0 MR DANNY RIGNEY BOARD MEMBER 1.00 X 0 0 0 MR DAVID PERRY BOARD MEMBER 1.00 X 0 0 0 MR JAMES J PIKE BOARD MEMBER 1.00 X 0 0 0 MR JAMES R FUGITTE BOARD MEMBER 1.00 X 0 0 0 MR JOHN GORRELL BOARD MEMBER 1.00 X 0 0 0 MR JOHN LANDRUM BOARD MEMBER 1.00 X 0 0 0 MR JOSEPH SPARKS BOARD MEMBER 1.00 X 0 0 0 MR LEWIS GARRISON BOARD MEMBER 1.00 X 0 0 0 MR LINDSEY DAVIS BOARD MEMBER 1.00 X 0 0 0 MR MARK WEAVER BOARD MEMBER 1.00 X 0 0 0 MR S ODEN HOWELL JR BOARD MEMBER 1.00 X 0 0 0 MR THOMAS P CARTER BOARD MEMBER 1.00 X 0 0 0 MRS AMANDA G MAIN BOARD MEMBER 1.00 X 0 0 0 MRS CARRIE L FARRIS BOARD MEMBER 1.00 X 0 0 0 MS CLARENDA PHILLIPS BOARD MEMBER 1.00 X 0 0 0 DR WILLIAM T LUCKEY JR TRUSTEE AND PRESIDENT 40.00 X X 313783 0 44892 MS LINDA KING BOARD MEMBER 1.00 X 0 0 0 DR LENN PRUITT BOARD MEMBER 1.00 X 0 0 0 DR JAMES SUTTON BOARD MEMBER 1.00 X 0 0 0 MR THOMAS F CONWAY BOARD MEMBER 1.00 X 0 0 0 MR C CLEVELAND GAMBILL BOARD MEMBER 1.00 X 0 0 0 DR PETE MAHURIN BOARD MEMBER 1.00 X 0 0 0 DR CARROL MARRA BOARD MEMBER 1.00 X 0 0 0 MR ANDREW SKIPPER MARTIN BOARD MEMBER 1.00 X 0 0 0 MR BRIAN J SHIRELY BOARD MEMBER 1.00 X 0 0 0 DR SUE CRAVENS STIVERS BOARD MEMBER 1.00 X 0 0 0 MR TIMOTHY SMITH BOARD MEMBER 1.00 X 0 0 0 MR JACOB SAYLOR BOARD MEMBER 1.00 X 0 0 0 DR TODD B LOVE BOARD MEMBER 1.00 X 0 0 0 MS BETTIE C STARR VP FOR ACADEMIC AFFAIRS 40.00 X 139231 0 12462 MR DENISE G FUDGE VP FOR EDUCATIONAL OUTREACH 40.00 X 135266 0 11860 MR LENDELL DEAN ADAMS VP FOR STUDENT SERVICES 40.00 X 120919 0 7609 MR KEVIN THOMPSON VP FOR DEVELOPMENT 40.00 X 105355 0 10561 MR MARK COLEMAN VP FOR ADMINISTRATION AND FINANCE 40.00 X 113968 0 7908 928522 0 95292 6 0 1 0 SYSCO 7705 NATIONAL TURNPIKE LOUISVILLE KY 40214 FOOD 1082090 PEARSON EDUCATION 550 W T4TH STREET INDIANAPOLIS IN 46268 EDUCATIONAL SERVICES 198861 TCD CENGAGE LEARNING 10650 TOEBBEN DR INDEPENDENCE KY 41051 EDUCATIONAL SERVICES 195063 MBS TEXTBOOK EXCHANGE INC 2711 W ASH ST COLUMBIA MO 65203 EDUCATIONAL SUPPLIES 152525 ELLUCIAN SUPORT 4375 FAIR LAKES CT FAIRFAX VA 22033 TECHNOLOGY 147235 6 684772 3124525 741256 3809297 TUITION AND FEES 611310 44613678 44613678 ROOM AND BOARD 611310 8843075 8843075 BOOK STORE AND ANCILLARY SERVICES 611310 2413477 2413477 55870230 596097 596097 2002358 0 2002358 2002358 2002358 OTHER REVENUE 611310 623992 623992 623992 62901974 56494222 0 2598455 22760130 22760130 358676 358676 18216872 16615749 1249288 351835 604751 563288 28983 12480 1299450 1199285 76744 23421 1259548 1157755 76544 25249 15540 15540 63284 63284 393577 307357 6280 79940 558374 423741 131769 2864 439670 136193 303477 2248131 2225977 22154 1577776 1480014 78181 19581 2739 1789 950 935419 935419 2482711 2482711 732897 504064 228833 OTHER EXPENSES 2727689 1866660 760315 100714 FOOD SERVICE 1318815 1318815 SUPPLIES 1219428 1172486 46942 BAD DEBT 1189811 690459 499352 161744 114123 47621 60567032 55956015 3993983 617034 5991111 5259239 1219498 112217 1348573 1054492 359926 408167 508827 1074990 367210 382291 170377 124026 73015699 30192447 44554023 42823252 15470606 16858749 4672623 5273845 602916 602916 613402 420263 75879092 74394447 653707 20497987 17296365 1299738 1024373 21797725 18974445 X 30342942 31274326 12672302 12331681 11066123 11813995 54081367 55420002 75879092 74394447 X 2334942 -1430452 619020 -184875 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19829401 894808 972572 556344 21140437 17006968 232088 2697200 106855 19829401 14297224 995986 1713758 17006968 11723475 1844238 719619 -9892 14297224 9185544 502113 2071482 35664 11723475 0.22000 0.56000 0.22000 0 0 4684736 4684736 53728599 23248184 30480415 14602364 6944263 7658101 42823252 INVESTMENTS - OTHER 5273845 F 5273845 ANNUITIES PAYABLE 45850 OTHER LIABILITIES 250 ADVANCES FROM FEDERAL GOVERMENT FOR STUDENT LOANS 978273 1024373 38961392 -1430452 250000 -1180452 40141844 22760130 22760130 62901974 38241777 434875 434875 37806902 22760130 22760130 60567032 PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE INCOME 250,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 22,760,130. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES 434,875. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 22,760,130. SCHEDULE D, PART V, LINE 4 FUNDS PROVIDED BY THE COLLEGE FOR STUDENT ACADEMIC AND ATHLETIC SCHOLARSHIPS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS REFERENCED IN PRINT MATERIALS FROM ADMISSIONS AND IN THE COLLEGE CATALOG WHICH IS AVAILABLE ON THE COLLEGE WEBSITE. SCHEDULE E, PART I, LINE 6 LINDSEY WILSON COLLEGE RECEIVES FEDERAL STUDENT AID FUNDS FROM THE TITLE IV (PELL GRANTS, SEOG, PERKINS LOANS AND FEDERAL WORK STUDY) AND FEDERAL FUNDS FROM U.S. DEPT OF EDUCATION - TRIO CLUSTER. 1 TUITION ASSISTANCE 1745 22760130 CASH VALUE PART I, LINE 2: THE COLLEGE RECONCILES GRANTS AWARDED AND DRAWDOWNS OF FUNDS. GRANT PROGRAMS ARE AUDITED BY INDEPENDENT AUDITORS DURING THE ANNUAL INDEPENDENT AUDIT. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR WILLIAM T LUCKEY JR TRUSTEE AND PRESIDENT 313516 0 267 0 0 0 28216 0 16676 0 358675 0 0 0 MS BETTIE C STARR VP FOR ACADEMIC AFFAIRS 138949 0 282 0 0 0 7764 0 4698 0 151693 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS AND THEREFORE RESIDES IN A HOME PROVIDED FOR HIM. THE HOUSE IS MAINTAINED BY COLLEGE STAFF. A CITY OF COLUMBIA SERIES 2006B 2006-12-29 1250000 ACQUISITION OF LAND AND PROPERTY 0 0 0 B CITY OF COLUMBIA SERIES 2011 2011-12-20 9600000 ACQUISITION OF LAND AND PROPERTY 0 0 0 C COUNTY OF ADAIR SERIES 2011 2011-12-01 9680000 ACQUISITION OF LAND AND PROPERTY 0 0 0 D CITY OF COLUMBIA SERIES 2013A 2013-06-04 2000000 IMPROVEMENT ON ENERGY EFFICIENCY FOR EXISTING BUILDINGS 0 0 0 A 1250000 1219018 2007 0 0 1 1 B 9600000 113200 9486800 2007 0 0 1 1 C 9680000 68000 9612000 0 0 1 1 D 2000000 1855502 144498 2013 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A CITY OF COLUMBIA SERIES 2013B 2013-12-20 6000000 CROSSOVER REFUNDING BOND 0 0 0 A 6000000 2013 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 WILLIAM T LUCKEY JR PRESIDENT SUPPLEMENTAL BENEFIT PLAN X 321419 408167 0 1 1 408167 X 12 641983 FAIR MARKET VALUE X MISCELLANEOUS 468 91473 FAIR MARKET VALUE X TRAVEL 5 7800 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD BYLAWS REQUIRE THAT TRUSTEES DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST AND THAT SUCH TRUSTEE SHALL NOT VOTE ON ANY MATTER WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST. IF UNCERTAINTY EXISTS ABOUT WHETHER A TRUSTEE HAS A POTENTIAL CONFLICT, THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY A MAJORITY VOTE. COLLEGE POLICY REQUIRES EMPLOYEES TO DISCLOSE CONFLICTS OF INTEREST TO THE PRESIDENT OR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE AND AS NEEDED WILL BE REPORTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: AFFILIATE NET ASSETS -184,875. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TURNER FOUNDATION FOR LINDSEY WILSON COLLEGE INC 210 LINDSEY WILSON STREET COLUMBIA KY 42728 621495937 FINANCIAL SUPPORT FOR LINDSEY WILSON COLLEGE KY 501(C)(3) LINE 11A, I 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 TURNER FOUNDATION FOR LINDSEY WILSON COLLEGE INC K 250000