UNIVERSITY OF LOUISVILLE ATHLETIC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LOUISVILLE ATHLETIC (EIN 31-1106941)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349304293
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:01:22-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 BROWNSBORO ROAD | AddressLine1 |
| Address Line2 | SUITE 400 | AddressLine2 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311106941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office Service Complex | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RAMSEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES RAMSEY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 South Third Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,450,530 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.GOCARDS.COM/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION IS ORGANIZED TO SUPPORT AND COUNSEL OUR STUDENT-ATHLETES SO THEY WILL MAXIMIZE THEIR POTENTIAL AT U OF L AND BE SUCCESSFUL IN PREPARING FOR THEIR FUTURE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 532 | TotalEmployeeCnt |
| Total Volunteers | 495 | TotalVolunteersCnt |
| Total Gross UBI | $319,168 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,227,142 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,665,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,847,302 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,288,756 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,604,034 | PYInvestmentIncomeAmt |
| CY Investment Income | -$66,585 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,557,974 | PYOtherRevenueAmt |
| CY Other Revenue | $8,925,613 | CYOtherRevenueAmt |
| PY Total Revenue | $89,236,452 | PYTotalRevenueAmt |
| CY Total Revenue | $100,813,098 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,835,109 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,349,268 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,161,022 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,638,840 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,382,689 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,558,942 | PYOtherExpensesAmt |
| CY Other Expenses | $38,941,841 | CYOtherExpensesAmt |
| PY Total Expenses | $86,555,073 | PYTotalExpensesAmt |
| CY Total Expenses | $88,929,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,681,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,883,149 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $259,520,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,274,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $140,672,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,998,897 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,847,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,276,001 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO SUPPORT AND COUNSEL OUR STUDENT-ATHLETES SO THEY WILL MAXIMIZE THEIR POTENTIAL AT U OF L AND BE SUCCESSFUL IN PREPARING FOR THEIR FUTURE LIVES. WE WILL PROVIDE LEADERSHIP FOR OUR STUDENT-ATHLETES TO INSPIRE THEIR ACHIEVEMENT OF THE GOALS ESTABLISHED IN THIS MISSION STATEMENT. U OF L'S COMPETITIVE ATHLETICS PROVIDE AN OUTSTANDING LEADERSHIP LABORATORY, AND ITS HIGH QUALITY CLASSROOM INSTRUCTION PROVIDES OUTSTANDING EDUCATIONAL OPPORTUNITIES. IT IS OUR RESPONSIBILITY TO ASSURE THAT OUR STUDENT-ATHLETES BENEFIT FROM THESE EDUCATIONAL AND ATHLETIC EXPERIENCES AT U OF L. TO HELP ACCOMPLISH OUR MISSION, WE PROVIDE SUPERIOR SERVICES TO OUR FANS AND DONORS, THE PRIMARY FINANCIAL RESOURCES THAT SUPPORT OUR PROGRAM. THESE SERVICES RESULT IN THE BEST OPPORTUNITIES FOR OUR STUDENT-ATHLETES TO PARTICIPATE IN WELL-SUPPORTED, COMPETITIVE PROGRAMS THAT BRING RENEWED SPIRIT TO OUR CAMPUS, OUR ALUMNI, AND THE LOUISVILLE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $81,738,208 | ExpenseAmt |
| Grant | $13,349,268 | GrantAmt |
| Revenue | $43,009,242 | RevenueAmt |
| Desc | THE UNIVERSITY OF LOUISVILLE ATHLETICS ASSOCIATION ACHIEVED MANY ACCOLADES DURING THE 2013-14 SEASON. STUDENT ATHLETES ACHIEVED AN IMPRESSIVE ACADEMIC PERFORMANCE FOR THE 2013 FALL SEMESTER. FOR THE SECOND YEAR IN A ROW THE STUDENT ATHLETES POSTED A CUMULATIVE GPA OF 312 FOR ALL 23 SPORTS. IN ADDITION, SEVEN TEAMS POSTED A PERFECT 1000 SCORE; WHICH IS LISTED ON THE ACADEMIC PROGRESS RATE INSTITUTIONAL REPORT RELEASED BY THE NCAA. THE ORGANIZATION'S FOOTBALL TEAM WON THE RUSSELL ATHLETIC BOWL IN ADDITION TO POSTING A 12-1 REGULAR SEASON RECORD. IN ADDITION, THERE WERE 6 AAC CHAMPIONSHIPS RECORDED FROM MEN'S BASKETBALL, WOMEN'S GOLF, WOMEN'S ROWING, WOMEN'S SOFTBALL, WOMEN'S VOLLEYBALL, AND MEN'S SOCCER. FOUR COACHES WERE NAMED COACH OF THE YEAR; THREE IN THE AAC CONFERENCE AND ONE IN THE BIG EAST CONFERENCE. THE SCHOOL HAD AN IMPRESSIVE 14 TEAMS THAT REACHED OR HAD PARTICIPANTS REACH NCAA POSTSEASON EVENTS. ALSO, THE MEN'S BASEBALL TEAM OBTAINED ANOTHER 50 WIN SEASON. THIS WAS THEIR THIRD OCCURRENCE IN FIVE YEARS. THE TEAM WON THE AAC TITLE OUTRIGHT AND ANOTHER TRIP TO THE COLLEGE WORLD SERIES. THIS WAS THE TEAM'S SECOND STRAIGHT COLLEGE WORLD SERIES APPEARANCE AND THE THIRD APPEARANCE IN 8 YEARS. BOTH THE MEN'S BASKETBALL AND WOMEN'S FIELD HOCKEY TEAMS HAD IMPRESSIVE REGULAR SEASONS WHICH HONORED THEM WITH SHARED AAC REGULAR SEASON TITLES. | Desc |
| Total Program Service Expenses | $81,738,208 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 454 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 532 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry Zink | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Service Complex-Univ of Louisville | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE HENDERSON | ||||||||||
| Secretary | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES R RAMSEY | ||||||||||
| President and Chair | 0.50 | 45.50 | Yes (X) | Yes (X) | $0 | $328,352 | $43,399 | |||
| DR PAMELA FELDHOFF | ||||||||||
| Vice Chair | 0.50 | 49.50 | Yes (X) | Yes (X) | $0 | $109,291 | $22,758 | |||
| RON BUTT | ||||||||||
| Treasurer | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| A KEITH INMAN | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $324,715 | $45,204 | ||||
| ANGELIKA UREMOVICH | ||||||||||
| Director (To 4/30/2014) | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CARRIE MATTINGLY | ||||||||||
| Director (To 4/30/2014) | 0.50 | 49.50 | Yes (X) | $0 | $4,320 | $0 | ||||
| CHIP BLANKENSHIP | ||||||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA MCCLELLEN | ||||||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| D HARRY JONES | ||||||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| DR CAROLYN M CALLAHAN | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $135,939 | $15,606 | ||||
| DR CHRISTOPHER PETERS | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $151,820 | $33,186 | ||||
| DR KENNETH SCHIKLER | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $190,059 | $35,699 | ||||
| DR MARY HUMS | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $100,945 | $22,082 | ||||
| DR ROBERT STAAT | ||||||||||
| Director | 0.50 | 49.00 | Yes (X) | $0 | $116,059 | $29,508 | ||||
| DR SHIRLEY WILLIHNGANZ | ||||||||||
| Director | 0.50 | 39.00 | Yes (X) | $0 | $332,886 | $54,071 | ||||
| ED GLASSCOCK | ||||||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JIM KING | ||||||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MONALI HALDANKAR | ||||||||||
| Director (From 5/1/2014) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| PROF BRENDA HART | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $117,709 | $22,711 | ||||
| PROF BRUCE KEMELGOR | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $105,186 | $26,624 | ||||
| PROF CARMINE ESPOSITO | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $140,265 | $26,987 | ||||
| PROF ELAINE O WISE | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $91,941 | $23,038 | ||||
| PROF KAREN TURNER | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $65,539 | $10,876 | ||||
| REBECCA MADDOCK | ||||||||||
| Director (from 5/1/2014) | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT P BENSON JR | ||||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| SAM RECHTER | ||||||||||
| Diector | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ULYSSES L BRIDGEMAN JR | ||||||||||
| Director | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM W ARMSTRONG | ||||||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $49,653 | $22,641 | ||||
| ANGELA D KOSHEWA | ||||||||||
| Legal Counsel (to 5/31/2014) | 0.50 | 49.50 | Yes (X) | $0 | $168,901 | $29,530 | ||||
| KATHLEEN M SMITH | ||||||||||
| Assistant Secretary | 0.50 | 28.50 | Yes (X) | $0 | $110,180 | $19,924 | ||||
| MICHAEL J CURTIN | ||||||||||
| Assistant Treasurer (to 8/31/2013) | 0.50 | 38.50 | Yes (X) | $0 | $221,935 | $30,645 | ||||
| SUSAN I HOWARTH | ||||||||||
| Assistant Treasurer (From 9/1/2013) | 0.50 | 49.50 | Yes (X) | $0 | $156,179 | $27,548 | ||||
| THOMAS M JURICH | ||||||||||
| Athletic Director | 40.00 | 0 | Yes (X) | $2,220,782 | $0 | $1,103,621 | ||||
| RONALD KEVIN MILLER | ||||||||||
| Executive Senior Associate Athletic Director | 50.00 | 0 | $217,920 | $0 | $38,478 | Yes (X) | ||||
| CHARLES STRONG | ||||||||||
| Men's Football Coach (to 1/24/2014) | 50.00 | 0 | $4,325,897 | $0 | $663,493 | Yes (X) | ||||
| DANIEL MCDONNELL | ||||||||||
| Men's Baseball Coach | 50.00 | 0 | $589,427 | $0 | $86,422 | Yes (X) | ||||
| DENNY CRUM | ||||||||||
| Assistant to the President | 50.00 | 0 | $823,004 | $0 | $50,153 | Yes (X) | ||||
| JEFF WALZ | ||||||||||
| Women's Basketball Coach | 50.00 | 0 | $978,175 | $0 | $344,703 | Yes (X) | ||||
| RICHARD PITINO | ||||||||||
| Men's Basketball Coach | 50.00 | 0 | $7,443,316 | $0 | $789,507 | Yes (X) | ||||
| JULIE HERMANN | ||||||||||
| Former Exec. Sr. Assoc. Athletic Director | 50.00 | 0 | $138,190 | $0 | $18,983 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,736,711 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,021,874 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,637,397 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABEL CONSTRUCTION COMPANY INC | |||||
| 3401 BASHFORD AVENUE COURT | LOUISVILLE | KY | 40218 | CONSTRUCTION SERVICES | $7,417,438 |
| FIELDTURF USA INC | |||||
| 175 N INDUSTRIAL BLVD NE | CALHOUN | GA | 30701 | TURF INSTALLATION | $1,445,515 |
| AEG MANAGEMENT LOUISVILLE LLC | |||||
| 1 ARENA PLZ | LOUISVILLE | KY | 40202 | EVENT MANAGEMENT | $1,103,175 |
| KOETTER CONSTRUCTION & DEVELOPMENT | |||||
| 7393 PETE ANDRES RD | FLOYDS KNOBS | IN | 47119 | CONSTRUCTION SERVICES | $1,032,314 |
| MARRIOTT HOTEL SERVICES INC | |||||
| 2000 CENTURY BOULEVARD NE | ATLANTA | GA | 30345 | HOTEL AND EVENT SERVICES | $917,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 47 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,481,144 | RelatedOrganizationsAmt |
| All Other Contributions | $45,184,170 | AllOtherContributionsAmt |
| Noncash Contributions | $945,293 | NoncashContributionsAmt |
| Total Contributions | $46,665,314 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TOTAL SPORTS REVENUE | 711210 | $43,328,410 | $43,009,242 | $319,168 |
| STUDENT ATHLETIC FEES AND RELATED | 713940 | $1,960,346 | $1,960,346 | |
| $0 | ||||
| $0 | ||||
| $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,288,756 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,541 | TotalRevenueColumnAmt |
| Exclusion | $449,541 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,757,094 | TotalRevenueColumnAmt |
| Exclusion | $7,757,094 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,121,306 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,089,193 | SecuritiesAmt |
| Other | $548,239 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,113 | SecuritiesAmt |
| Other | -$548,239 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$516,126 | TotalRevenueColumnAmt |
| Exclusion | -$516,126 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE SUPPORT SERVICES | 561990 | $349,640 | $349,640 |
| MARKETING AND DEVELOPMENT REVENUE | 711320 | $730,216 | $730,216 |
| OTHER OPERATING REVENUES | 900099 | $88,663 | $88,663 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,168,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,813,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,138,107 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $319,168 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,690,509 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,349,268 | TotalAmt |
| Program Services | $13,349,268 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,724 | TotalAmt |
| Management And General | $2,974,724 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,935,060 | TotalAmt |
| Program Services | $26,752,927 | ProgramServicesAmt |
| Management And General | $737,650 | ManagementAndGeneralAmt |
| Fundraising | $444,483 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,231,164 | TotalAmt |
| Program Services | $3,852,536 | ProgramServicesAmt |
| Management And General | $262,853 | ManagementAndGeneralAmt |
| Fundraising | $115,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,892 | TotalAmt |
| Program Services | $1,341,088 | ProgramServicesAmt |
| Management And General | $113,066 | ManagementAndGeneralAmt |
| Fundraising | $43,738 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,612 | TotalAmt |
| Program Services | $10,315 | ProgramServicesAmt |
| Management And General | $140,297 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,744 | TotalAmt |
| Management And General | $33,844 | ManagementAndGeneralAmt |
| Fundraising | $1,900 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028,527 | TotalAmt |
| Program Services | $5,392,996 | ProgramServicesAmt |
| Management And General | $314,681 | ManagementAndGeneralAmt |
| Fundraising | $320,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,722 | TotalAmt |
| Program Services | $327,328 | ProgramServicesAmt |
| Management And General | $10,892 | ManagementAndGeneralAmt |
| Fundraising | $87,502 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,886 | TotalAmt |
| Program Services | $218,713 | ProgramServicesAmt |
| Management And General | $16,854 | ManagementAndGeneralAmt |
| Fundraising | $38,319 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,043 | TotalAmt |
| Program Services | $977,254 | ProgramServicesAmt |
| Management And General | $15,950 | ManagementAndGeneralAmt |
| Fundraising | $110,839 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031,723 | TotalAmt |
| Program Services | $2,986,723 | ProgramServicesAmt |
| Fundraising | $45,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,804,777 | TotalAmt |
| Program Services | $8,241,330 | ProgramServicesAmt |
| Management And General | $31,866 | ManagementAndGeneralAmt |
| Fundraising | $531,581 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,440 | TotalAmt |
| Program Services | $13,351 | ProgramServicesAmt |
| Fundraising | $89 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,664,458 | TotalAmt |
| Program Services | $2,664,458 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,352,584 | TotalAmt |
| Program Services | $4,352,584 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,641 | TotalAmt |
| Program Services | $1,134,879 | ProgramServicesAmt |
| Management And General | $35,762 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ATHLETIC EVENT FEES AND EXPENSES | $3,666,955 | $3,586,491 | $6,206 | $74,258 |
| REPAIRS AND MAINTENANCE | $1,398,761 | $1,241,204 | $3,945 | $153,612 |
| SMALL EQUIPMENT PURCHASES AND RENTALS | $1,807,947 | $1,705,136 | $12,450 | $90,361 |
| OTHER LICENSES AND FEES | $421,769 | $417,932 | $207 | $3,630 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,590,252 | TotalAmt |
| Program Services | $3,171,695 | ProgramServicesAmt |
| Management And General | $97,805 | ManagementAndGeneralAmt |
| Fundraising | $320,752 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,929,949 | TotalAmt |
| Program Services | $81,738,208 | ProgramServicesAmt |
| Management And General | $4,809,052 | ManagementAndGeneralAmt |
| Fundraising | $2,382,689 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,400 | BOYAmt |
| EOY | $52,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,303,676 | BOYAmt |
| EOY | $43,262,839 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,662,638 | BOYAmt |
| EOY | $5,209,669 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,240,924 | BOYAmt |
| EOY | $21,798,999 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,167,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,020,624 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,598,942 | BOYAmt |
| EOY | $154,146,928 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,196,393 | BOYAmt |
| EOY | $34,641,852 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,465,625 | BOYAmt |
| EOY | $7,162,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,520,598 | BOYAmt |
| EOY | $266,274,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,907,491 | BOYAmt |
| EOY | $15,408,551 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,938,119 | BOYAmt |
| EOY | $38,612,485 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,670,000 | BOYAmt |
| EOY | $53,360,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,468,689 | BOYAmt |
| EOY | $16,129,320 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,688,380 | BOYAmt |
| EOY | $10,488,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,672,679 | BOYAmt |
| EOY | $133,998,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,847,919 | BOYAmt |
| EOY | $132,276,001 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,847,919 | BOYAmt |
| EOY | $132,276,001 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,520,598 | BOYAmt |
| EOY | $266,274,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,883,149 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,198,971 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$654,038 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611014882 | EIN |
| Organization Type | 6 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,506,150 | BeginningYearBalanceAmt |
| Contributions | $226,407 | ContributionsAmt |
| Investment Earnings Or Losses | $1,583,825 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,252 | GrantsOrScholarshipsAmt |
| Other Expenditures | $607,075 | OtherExpendituresAmt |
| Administrative Expenses | $325,433 | AdministrativeExpensesAmt |
| End Year Balance | $29,247,622 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,181,351 | BeginningYearBalanceAmt |
| Contributions | $980,365 | ContributionsAmt |
| Investment Earnings Or Losses | $2,279,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,567,305 | OtherExpendituresAmt |
| Administrative Expenses | $368,090 | AdministrativeExpensesAmt |
| End Year Balance | $28,506,150 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,931,199 | BeginningYearBalanceAmt |
| Contributions | $44,694 | ContributionsAmt |
| Investment Earnings Or Losses | $694,095 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,139,100 | OtherExpendituresAmt |
| Administrative Expenses | $349,537 | AdministrativeExpensesAmt |
| End Year Balance | $32,181,351 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,798,345 | BeginningYearBalanceAmt |
| Contributions | $148,400 | ContributionsAmt |
| Investment Earnings Or Losses | $4,300,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $112,368 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,025,082 | OtherExpendituresAmt |
| Administrative Expenses | $228,570 | AdministrativeExpensesAmt |
| End Year Balance | $32,931,199 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,616,103 | BeginningYearBalanceAmt |
| Contributions | $290,640 | ContributionsAmt |
| Investment Earnings Or Losses | $1,923,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$304,122 | OtherExpendituresAmt |
| Administrative Expenses | $309,958 | AdministrativeExpensesAmt |
| End Year Balance | $27,798,345 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96620 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,150,911 | OtherCostOrOtherBasisAmt |
| Book Value | $5,150,911 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,828,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,790,868 | DepreciationAmt |
| Book Value | $127,037,342 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,299,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $666,375 | DepreciationAmt |
| Book Value | $632,926 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,846,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,249,907 | DepreciationAmt |
| Book Value | $597,040 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,042,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $313,474 | DepreciationAmt |
| Book Value | $20,728,709 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,146,928 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UNIVERSITY OF LOUISVILLE FOUNDATION, INC. | $315,539 |
| NOTE PAYABLE TO UNIVERSITY OF LOUISVILLE FOUNDATION, INC. | $1,000,000 |
| DUE TO UNIVERSITY OF LOUISVILLE | $9,173,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,488,541 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $100,550,014 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,198,971 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $2,198,971 | RevenueNotReportedAmt |
| Revenue Subtotal | $98,351,043 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,462,055 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,462,055 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,813,098 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,467,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$2,462,055 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$2,462,055 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,929,949 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $88,929,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4, Intended uses of endowment funds | THE UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION'S MAIN ENDOWMENT INVESTMENT IS THE HICKMAN CAMP PROGRAM, WHICH IS UNRESTRICTED AND UNDESIGNATED. THIS PROGRAM REPRESENTS APPROXIMATELY 66% OF THE ORGANIZATION'S TOTAL ENDOWMENT INVESTMENT. IN RECENT YEARS THE FUNDS HAVE BEEN USED FOR CONSTRUCTION AND SCHOLARSHIPS. THE BALANCE OF THE ENDOWMENT INVESTMENTS ARE INTENDED FOR ATHLETIC SCHOLARSHIPS, ADMINISTRATIVE COMPENSATION, AND STADIUM MAINTENANCE. |
| Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statements | LOSS ON EQUIPMENT DISPOSALS - -548239; OPERATING REVENUES NETTED WITH EXPENSES ON AUDITED FIN. STMTS. - 3010294; |
| Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990 | OPERATING REVENUES NETTED WITH EXPENSES ON AUDITED FIN. STMTS. - -3010294; LOSS ON EQUIPMENT DISPOSAL - 548239; |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | PROGRAM SERVICES | STUDENT ATHLETE RECRUITING | $6,715 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT ATHLETE RECRUITING | $10,787 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDENT ATHLETE RECRUITING | $789 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDENT ATHLETE RECRUITING | $5,572 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT ATHLETE RECRUITING | $1,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $25,190 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements | EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL |
| Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements | EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2201 | RecipientCnt |
| Cash Grant | $13,349,268 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | STUDENTS ARE SELECTED AND CONTINUE TO RECEIVE ASSISTANCE BASED ON THEIR ABILITY TO CONTRIBUTE TO THE ATHLETIC PROGRAM OF THE UNIVERSITY OF LOUISVILLE. ALL FINANCIAL AID BOTH ATHLETIC AND NON-ATHLETIC IS UNDER THE CONTROL OF THE UNIVERSITY OFFICE OF FINANCIAL AID. THE OFFICE OF ATHLETIC COMPLIANCE EMPLOYS A FULL-TIME COMPLIANCE COORDINATOR WHO WORKS AS A LIAISON WITH THE UNIVERSITY FINANCIAL AID OFFICE TO MONITOR ALL ATHLETIC AND NON-ATHLETIC FINANCIAL AID PROVIDED TO OUR STUDENT-ATHLETES. THIS INCLUDES MONITORING ALL INDIVIDUAL AND TEAM NCAA LIMITS, RENEWALS, NON-RENEWAL AND CANCELLATION OF ATHLETIC SCHOLARSHIPS, THE AWARDING OF SUMMER FINANCIAL AID, AND OVERSEES THE DISBURSEMENT OF THE STUDENT-ASSISTANCE FUND FOR ELIGIBLE STUDENT-ATHLETES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JAMES R RAMSEY | ||||||||||||||
| PRESIDENT AND CHAIR | $0 | $325,466 | $0 | $0 | $0 | $2,886 | $0 | $25,375 | $0 | $18,024 | $0 | $371,751 | $0 | $0 |
| DR CAROLYN M CALLAHAN | ||||||||||||||
| DIRECTOR | $0 | $130,297 | $0 | $0 | $0 | $5,642 | $0 | $9,943 | $0 | $5,663 | $0 | $151,545 | $0 | $0 |
| PROF CARMINE ESPOSITO | ||||||||||||||
| DIRECTOR | $0 | $116,877 | $0 | $0 | $0 | $23,388 | $0 | $12,156 | $0 | $14,831 | $0 | $167,252 | $0 | $0 |
| A KEITH INMAN | ||||||||||||||
| DIRECTOR | $0 | $293,084 | $0 | $14,763 | $0 | $16,868 | $0 | $25,500 | $0 | $19,704 | $0 | $369,919 | $0 | $0 |
| DR CHRISTOPHER PETERS | ||||||||||||||
| DIRECTOR | $0 | $151,550 | $0 | $0 | $0 | $270 | $0 | $15,872 | $0 | $17,314 | $0 | $185,006 | $0 | $0 |
| DR KENNETH SCHIKLER | ||||||||||||||
| DIRECTOR | $0 | $187,773 | $0 | $0 | $0 | $2,286 | $0 | $19,393 | $0 | $16,306 | $0 | $225,758 | $0 | $0 |
| DR SHIRLEY WILLIHNGANZ | ||||||||||||||
| DIRECTOR | $0 | $319,698 | $0 | $0 | $0 | $13,188 | $0 | $37,206 | $0 | $16,865 | $0 | $386,957 | $0 | $0 |
| THOMAS M JURICH | ||||||||||||||
| ATHLETIC DIRECTOR | $485,917 | $0 | $712,333 | $0 | $1,022,532 | $0 | $1,084,697 | $0 | $18,924 | $0 | $3,324,403 | $0 | $0 | $0 |
| MICHAEL J CURTIN | ||||||||||||||
| ASSISTANT TREASURER (TO 8/31/2013) | $0 | $213,840 | $0 | $0 | $0 | $8,095 | $0 | $21,450 | $0 | $9,195 | $0 | $252,580 | $0 | $0 |
| SUSAN I HOWARTH | ||||||||||||||
| ASSISTANT TREASURER (FROM 9/1/2013) | $0 | $151,765 | $0 | $0 | $0 | $4,414 | $0 | $15,379 | $0 | $12,169 | $0 | $183,727 | $0 | $0 |
| ANGELA D KOSHEWA | ||||||||||||||
| LEGAL COUNSEL (TO 5/31/2014) | $0 | $167,713 | $0 | $0 | $0 | $1,188 | $0 | $17,009 | $0 | $12,521 | $0 | $198,431 | $0 | $0 |
| JULIE HERMANN | ||||||||||||||
| FORMER EXEC. SR. ASSOC. ATHLETIC DIRECTOR | $100,147 | $0 | $0 | $0 | $38,043 | $0 | $10,371 | $0 | $8,612 | $0 | $157,173 | $0 | $0 | $0 |
| RONALD KEVIN MILLER | ||||||||||||||
| EXECUTIVE SENIOR ASSOCIATE ATHLETIC DIRECTOR | $210,432 | $0 | $0 | $0 | $7,488 | $0 | $21,706 | $0 | $16,772 | $0 | $256,398 | $0 | $0 | $0 |
| RICHARD PITINO | ||||||||||||||
| MEN'S BASKETBALL COACH | $3,442,302 | $0 | $540,000 | $0 | $3,461,014 | $0 | $771,662 | $0 | $17,845 | $0 | $8,232,823 | $0 | $2,700,000 | $0 |
| CHARLES STRONG | ||||||||||||||
| MEN'S FOOTBALL COACH (TO 1/24/2014) | $3,692,833 | $0 | $540,000 | $0 | $93,064 | $0 | $646,179 | $0 | $17,314 | $0 | $4,989,390 | $0 | $0 | $0 |
| JEFF WALZ | ||||||||||||||
| WOMEN'S BASKETBALL COACH | $903,723 | $0 | $65,000 | $0 | $9,452 | $0 | $324,779 | $0 | $19,924 | $0 | $1,322,878 | $0 | $0 | $0 |
| DENNY CRUM | ||||||||||||||
| ASSISTANT TO THE PRESIDENT | $331,684 | $0 | $0 | $0 | $491,320 | $0 | $33,800 | $0 | $16,353 | $0 | $873,157 | $0 | $0 | $0 |
| DANIEL MCDONNELL | ||||||||||||||
| MEN'S BASEBALL COACH | $459,275 | $0 | $115,000 | $0 | $15,152 | $0 | $69,250 | $0 | $17,172 | $0 | $675,849 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a, First-class or charter travel | BOTH THE MEN'S FOOTBALL AND MEN'S BASKETBALL TEAMS TRAVEL TO AWAY COMPETITIONS ON CHARTER PLANES. CHARTER SERVICE IS SUBMITTED FOR COMPETITIVE BIDS FOR BOTH TEAMS TO OBTAIN THE PRICE/SERVICE. THIS PROCESS IS PER INDUSTRY STANDARD FOR THE MAJORITY OF DIVISION 1 SCHOOLS. PER THE ORGANIZATION'S POLICIES, FIRST CLASS AIRFARE CANNOT BE EXPENSED BACK TO THE ORGANIZATION. |
| Schedule J, Part I, Line 1a, Travel for companions | THE ORGANIZATION OBTAINS APPROVAL FROM THE PRESIDENT'S OFFICE FOR ALL TRAVEL OF ATHLETIC STAFF FAMILY MEMBERS TO SPECIAL EVENTS SUCH AS POST-SEASON COMPETITIONS, HOLIDAY TOURNAMENTS, AND OTHER EVENTS WHERE SPOUSES ARE EXPECTED TO ATTEND FOR BONA FIDE BUSINESS PURPOSES. EXPENSES ARE COVERED FROM UNRESTRICTED MONIES AND NOT PART OF THE ATHLETIC ASSOCIATION'S OPERATING BUDGET. |
| Schedule J, Part I, Line 1a, Tax indemnification and gross-up payments | THOMAS JURICH - $468,264 TAX GROSS UPS ON ADDITIONAL INSURANCE AND DEFERRED COMPENSATION BENEFITS PER EMPLOYMENT CONTRACT. RICHARD PITINO - $7,167 TAX GROSS UP ON ADDITIONAL INSURANCE BENEFIT PER EMPLOYMENT CONTRACT. |
| Schedule J, Part I, Line 1a, Health or social club dues or initiation fees | THE ORGANIZATION IS AUTHORIZED TO PROVIDE COUNTRY CLUB MEMBERSHIPS FOR THE ATHLETIC DIRECTOR AND SOME COACHES AS PART OF THEIR RESPECTIVE EMPLOYMENT CONTRACTS. THESE BENEFITS ARE TAXED ACCORDINGLY BASED ON PERSONAL VS. BUSINESS USAGE. MONTHLY DUES ARE PAID DIRECTLY BY THE ORGANIZATION AND EMPLOYEES ARE REIMBURSED FOR ANY BUSINESS RELATED EXPENSES UNDER THE ORGANIZATION'S ACCOUNTABLE PLAN ON A MONTHLY BASIS. |
| Schedule J, Part I, Line 1a, Personal services | FINANCIAL PLANNING SERVICES ARE ALLOWED FOR THE DIRECTOR OF ATHLETICS AND ARE CAPPED AT A SET AMOUNT PER CALENDAR YEAR. THE EXPENSES ARE PAID BY THE ORGANIZATION AND THE EMPLOYEE IS TAXED ON THE AMOUNT OF THE SERVICES PROVIDED EACH YEAR. |
| Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan | DANIEL MCDONNELL - $43,750 DEFERRED RETENTION BONUSES ON SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENTS PER EMPLOYMENT CONTRACT. NO AMOUNTS PAID DURING 2013. JEFFREY WALZ - $299,252 DEFERRED RETENTION BONUSES ON SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENTS PER EMPLOYMENT CONTRACT. NO AMOUNTS PAID DURING 2013. CHARLES STRONG - $625,429 DEFERRED RETENTION BONUSES ON SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENTS PER EMPLOYMENT CONTRACT. NO AMOUNTS PAID DURING 2013. RICHARD PITINO - $746,162 REPORTABLE DEFERRED RETENTION BONUSES ON SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENTS PER EMPLOYMENT CONTRACT. $2.7 MILLION REPORTED AND PAID IN 2013, INCLUDING $419,382 EARNINGS ON AMOUNT. THOMAS JURICH - $392,531 REPORTABLE DEFERRED RETENTION BONUSES ON SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENTS PER EMPLOYMENT CONTRACT. $235,000 IN NONQUALIFIED DEFERRED COMPENSATION PAID DURING THE YEAR. ALSO, A PERFORMANCE BONUS OF $333,334 WAS PAID DURING 2013 AND $666,667 ADDITIONAL DEFERRED COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 320049006 | BondIssuerEIN |
| CUSIP | 54675PBN4 | CUSIPNum |
| Bond Issued | 2008-08-05 | BondIssuedDt |
| Issue Price | $84,120,788 | IssuePriceAmt |
| Purpose | RETIRE 1997 BONDS AND FINANCE FOOTBALL STADIUM EXPANSION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $29,920,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $88,188,358 | TotalProceedsAmt |
| In Reserve Fund | $6,345,781 | InReserveFundAmt |
| Capitalized Interest | $2,455,696 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $984,671 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $26,343 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $69,529,380 | CapitalExpendituresAmt |
| Other Spent Proceeds | $11,863,455 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.13500 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.13500 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0.0 | TermOfHedgePct |
| Gross Proceeds Invested In GIC | Yes (true) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | Yes (true) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3, TOTAL PROCEEDS OF ISSUE | TOTAL PROCEEDS OF $88,188,358 LESS INTEREST EARNINGS OF $4,067,570 RECONCILES TO THE ISSUE PRICE OF $84,120,788. |
| SCHEDULE K, PART II, LINE 4, GROSS PROCEEDS IN RESERVE FUNDS | AMOUNT INCLUDES $3,016,968 OF TRANSFERRED PROCEEDS. |
| SCHEDULE K, PART III, LINE 6, PRIVATE BUSINESS USE | PERTAINS TO VARIOUS NAMING RIGHTS CONTRACTS. THE AVERAGE ANNUAL YEARLY PRIVATE BUSINESS USE PERCENT OVER THE MEASUREMENT PERIOD IS 9.23 PERCENT. |
| Sch K, Part IV, Line 2c, ISSUER NAME: Louisville/Jefferson County Metro Government: No Rebate Due. | THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON JUNE 30, 2013 RESULTING IN NEGATIVE LIABILITY TOTALING -$1,123,153. |
| SCHEDULE K, PART IV, LINE 5B, PROVIDER AND TERM | PART IV LINES 5B AND 5C - GIC #1 PROVIDER = NATIXIS TERM = 17 YEARS; GIC #2 = WEST LB TERM = 10 YEARS |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $945,293 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Explanations of reporting method for number of contributions | SECURITIES - PUBLICLY TRADED: SINGLE CONTRIBUTION OF MULTIPLE SHARES OF STOCK. |
| Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. | SINGLE CONTRIBUTION OF MULTIPLE SHARES OF STOCK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body | UNIVERSITY OF LOUISVILLE FINANCE PERSONNEL AND AN OUTSIDE FIRM PREPARED THE RETURN AND A COPY OF THE RETURN WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy | IF AN ITEM IS PRESENTED TO THE BOARD OF DIRECTORS (OR ANY OTHER POLICY BOARD) FOR ACTION, E.G., PURCHASE OF PROPERTY, MERGING WITH ANOTHER ENTITY, BUYING SERVICES, ETC., THE BOARD MEMBER WILL DISCLOSE HIS OR HER POSSIBLE CONFLICT OF INTEREST AND MUST RECUSE HIMSELF OR HERSELF FROM VOTING. THE BOARD MEMBER ALSO AVOIDS PARTICIPATING IN ANY DECISION OR ADVOCATING FOR ANY DECISION OF THE BOARD. IN SOME CIRCUMSTANCES, E.G., WHEN THE CONFLICT OF THE BOARD MEMBER PLACES THE BOARD MEMBER IN COMPETITION WITH THE UNIVERSITY, THE BOARD MEMBER WILL LEAVE THE BOARD MEETING DURING DISCUSSION OR UPDATE ON THE ACTION. BEFORE ANY MEETING OF THE VARIOUS BOARDS, AN AGENDA IS CIRCULATED TO EACH MEMBER OR DIRECTOR WITH DESCRIPTIONS OF THE ACTION ITEMS. THIS ALLOWS SUFFICIENT TIME FOR ANY BOARD MEMBER OR DIRECTOR TO ALERT THE BOARD ABOUT A POTENTIAL CONFLICT OF INTEREST. PAST PRACTICE INCLUDES WRITTEN DISCLOSURE BY THE BOARD MEMBER OUTLINING: (1) THAT A CONFLICT OF INTEREST MAY EXIST; (2) THE NATURE AND EXTENT OF THE CONFLICT; AND (3) THE DESCRIPTION AND POTENTIAL BENEFIT, DIRECT OR INDIRECT, TO THE MEMBER OF THE BOARD. THIS INFORMATION WILL BE SUPPLIED TO LEGAL COUNSEL AND THE ENTIRE BOARD AHEAD OF THE MEETING, AND A COPY OF THE INFORMATION WILL BE MAINTAINED IN THE BOARD MEMBER'S FILE. |
| Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S ATHLETIC DIRECTOR INVOLVED ALL OF THE FOLLOWING ELEMENTS: - DATA GATHERING AND ANALYSIS OF COMPENSATION AT COMPARABLY SIZED ORGANIZATIONS ALONG WITH BENCHMARKING AGAINST OTHER QUALIFIED OFFICIALS IN SIMILARLY SITUATED POSITIONS; - REVIEW AND APPROVAL BY AN INDEPENDENT PERSONNEL COMMITTEE; - REVIEW AND APPROVAL BY THE INDEPENDENT BOARD OF DIRECTORS OF THE ORGANIZATION PURSUANT TO FEEDBACK FROM THE PERSONNEL COMMITTEE; AND - CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DETERMINATION PROCESS BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS IN EACH BODY'S RESPECTIVE MINUTES. |
| FORM 990, PART VI, LINE 15B, OTHER EMPLOYEE COMPENSATION DETERMINATION PROCESS | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND OTHER KEY EMPLOYEES INVOLVED ALL OF THE FOLLOWING ELEMENTS: - DATA GATHERING AND ANALYSIS OF COMPENSATION AT COMPARABLY SIZED ORGANIZATIONS ALONG WITH BENCHMARKING AGAINST OTHER QUALIFIED OFFICIALS IN SIMILARLY SITUATED POSITIONS; - REVIEW AND APPROVAL BY THE ORGANIZATION'S ATHLETIC DIRECTOR AND EXECUTIVE SENIOR ASSOCIATE ATHLETIC DIRECTOR; AND - CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DETERMINATION PROCESS. |
| FORM 990, PART VI, LINE 18, TAX RETURN DISCLOSURE | COPIES OF THE ORGANIZATION'S MOST RECENT FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Sec C, Line 19, Required documents available to the public | COPIES OF THE ORGANIZATION'S FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT WWW.LOUISVILLE.EDU OR UPON REQUEST. |
| FORM 990, PART VII, SECTION A, REPORTABLE COMPENSATION | AMOUNTS REPORTED ON PART VII AND ON SCHEDULE J INCLUDE ONLY COMPENSATION PAID BY THE FILING ENTITY AND ITS CONTROLLING PARENT, THE UNIVERSITY OF LOUISVILLE. THE REPORTED AMOUNTS DO NOT INCLUDE COMPENSATION PAID BY THE UNIVERSITY OF LOUISVILLE FOUNDATION, WHICH IS UNRELATED TO THE FILING ORGANIZATION FOR FORM 990 REPORTING PURPOSES. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENT | NET CHANGE TO PRIOR PERIOD NET ASSETS RESULTING FROM ADOPTION OF GASB NO. 65 "ITEMS PREVIOUSLY REPORTED AS ASSETS AND LIABILITIES" DURING THE FISCAL YEAR. THESE CHANGES RESULTED FROM THE REQUIREMENT IN GASB 65 THAT DEBT ISSUANCE COSTS BE RECOGNIZED AS AN EXPENSE IN THE PERIOD INCURRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611014882 | EDUCATION | KY | N/A | NA | false | |
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611029626 | RESEARCH | KY | 5 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL FUND INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 610888729 | EDUCATION | KY | 11 - Type I | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY PHYSICIANS GROUP INC | ||||||||||
| 323 EAST CHESTNUT STREET | LOUISVILLE | KY | 402021823 | 611346817 | MEDICAL CARE | KY | 3 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL PRACTICE ASSOC | ||||||||||
| 555 SOUTH JACKSON STREET | LOUISVILLE | KY | 40202 | 611250153 | MEDICAL CARE | KY | 7 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |