THOMAS MORE UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MORE UNIVERSITY INC (EIN 61-0448560)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-11
- IRS object ID
- 201331019349300033
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-11T19:06:11-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310905417 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VONLEHMAN & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 300 | AddressLine1 |
| City | FT MITCHELL | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610448560 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS MORE COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 8593443513 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1 |
| City | CRESTVIEW HILLS | City |
| State | KY | State |
| ZIP Code | 410173428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET STALLMEYER CDP | Name |
| Title | PRESIDENT | Title |
| Phone | 8593443513 | Phone |
| Date Signed | 2013-04-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM MDAVEY | Name |
| PTIN | P00228237 | PTIN |
| Phone | 8593313300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARGARET STALLMEYER CDP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1 |
| City | CRESTVIEW HILLS | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47048918 | GrossReceipts |
| Group Return For Affiliates | 1 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THOMASMORE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1921 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | TO DEVELOP AND SUSTAIN CHALLENGING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS OF STUDY, MARKED BY SUPERIOR TEACHING AND SCHOLARSHIP WITHIN THE CATHOLIC INTELLECTUAL TRADITION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 723 | TotalNbrEmployees |
| Total Nbr Volunteers | 122 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5168 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3490813 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1238643 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32638264 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32422106 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 760916 | InvestmentIncomePriorYear |
| Investment Income Current Year | 541649 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 288389 | OtherRevenuePriorYear |
| Other Revenue Current Year | 413799 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37178382 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34616197 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10748009 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10778853 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13410683 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13424696 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 826314 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10459051 | OtherExpensePriorYear |
| Other Expenses Current Year | 10263274 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34617743 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34466823 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2560639 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 149374 | RevenuesLessExpensesCY |
| Total Assets BOY | 39881179 | TotalAssetsBOY |
| Total Assets EOY | 38665353 | TotalAssetsEOY |
| Total Liabilities BOY | 13929583 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13732505 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25951596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24932848 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO DEVELOP AND SUSTAIN CHALLENGING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS OF STUDY, MARKED BY SUPERIOR TEACHING AND SCHOLARSHIP WITHIN THE CATHOLIC INTELLECTUAL TRADITION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25942128 | Expense |
| Revenue | 32422106 | Revenue |
| Description | PROGRAM SERVICE DISBURSEMENTS ARE APPLIED TO THE FURTHERANCE OF THE COLLEGE'S EXEMPT PROGRAMS OF HIGHER EDUCATION | Description |
| Total Program Service Expense | 25942128 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 723 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER AAMODT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8593443352 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1 |
| City | CRESTVIEW HILLS | City |
| State | KY | State |
| ZIP Code | 410173428 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARGARET STALLMEYER CDP | |||||||
| PRESIDENT | 37.50 | X | X | 149596 | 0 | 27094 | |
| REV ROGER J FOYS | |||||||
| CHANCELLOR | 0.00 | X | X | 0 | 0 | 0 | |
| MARY BROWN | |||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 | |
| TYLER GREEN | |||||||
| TRUSTEE | 40.00 | X | 52601 | 0 | 3584 | ||
| MARIA GARRIGA | |||||||
| TRUSTEE | 40.00 | X | 59581 | 0 | 16849 | ||
| MELISSA A LUEKE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JOSEPH CARUSO | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| BRENT J MESSMER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| GARREN COLVIN | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JOHN HODGE III | |||||||
| CHAIRPERSON | 0.00 | X | 0 | 0 | 0 | ||
| SISTER MARY ETHEL PARROTT | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| NICO G PERRINO | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MELVIN GRAVELY | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS HOFFMAN | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MARC NELTNER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| LYNN MEYERS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| SARAH GIOLANDO | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS J STIENS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| KENNEY SHIELDS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER WILSON | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| FRANKLIN KLING JR | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JEANNE-MARIE TAPKE | |||||||
| CHAIRPERSON-ELECT | 0.00 | X | 0 | 0 | 0 | ||
| GREGORY STOFKO | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| SHARON ELLISTON | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MARNA ZALLA | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| GEORGE THELEN | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ANTHONY R ZEMBRODT | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| CHARLENE BARLOW | |||||||
| SECRETARY | 37.50 | X | 43428 | 0 | 7579 | ||
| PETER AAMODT | |||||||
| FINANCE DIRECTOR | 37.50 | X | 97343 | 0 | 14441 | ||
| BRADLEY A BIELSKI | |||||||
| VP ACADEMIC | 37.50 | 104616 | 0 | 20552 | X | ||
| CATHY SILVERS | |||||||
| VP INSTITUTIONAL ADVANCEMENT | 37.50 | 101156 | 0 | 14690 | X | ||
| LAWRENCE BYERLY | |||||||
| FACULTY | 37.50 | 100749 | 0 | 12536 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 709070 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 117325 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KLENCO CONSTRUCTION | |||||
| 5347 OLD TAYLOR MILL RD | TAYLOR MILL | KY | 41015 | CONSTRUCTION | 837025 |
| HEMMER INDUSTRIES | |||||
| 6800 POWERLINE DRIVE PO BOX 757 | FLORENCE | KY | 41022 | CONSTRUCTION | 466928 |
| JENZABAR INC | |||||
| PO BOX 845939 | BOSTON | MA | 02284 | COMPUTER SERVICES | 279004 |
| RICHARD HARRISON BAILEY INC | |||||
| 121 SOUTH NILES AVENUE | SOUTH BEND | IN | 46617 | MARKETING AND MEDIA PLANNING | 182349 |
| CENTURY CONSTRUCTION | |||||
| PO BOX 18670 | ERLANGER | KY | 41018 | CONSTRUCTION | 166726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 1275 | FundraisingEvents |
| All Other Contributions | 1237368 | AllOtherContributions |
| Noncash Contributions | 175076 | NoncashContributions |
| Total Contributions | 1238643 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION | 611710 | 29622739 | 29622739 |
| AUXILIARY | 611710 | 2351328 | 2351328 |
| OTHER | 611710 | 448039 | 448039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32422106 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 346366 | TotalRevenueColumn |
| Exclusion | $346,366 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 431653 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 431653 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431653 | TotalRevenueColumn |
| Exclusion | $431,653 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12508000 | Securities |
| Other | 2273 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12314962 | Securities |
| Other | 28 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 193038 | Securities |
| Other | 2245 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 195283 | TotalRevenueColumn |
| Exclusion | $195,283 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 99877 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1275 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 117731 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -17854 | TotalRevenueColumn |
| Exclusion | -$17,854 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34616197 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32422106 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $955,448 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10778853 | Total |
| Program Services | 10778853 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472096 | Total |
| Program Services | 339481 | ProgramServices |
| Management And General | 132615 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12952600 | Total |
| Program Services | 8798706 | ProgramServices |
| Management And General | 3656487 | ManagementAndGeneral |
| Fundraising | 497407 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155388 | Total |
| Program Services | 2239 | ProgramServices |
| Management And General | 153099 | ManagementAndGeneral |
| Fundraising | 50 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632057 | Total |
| Program Services | 453329 | ProgramServices |
| Management And General | 111519 | ManagementAndGeneral |
| Fundraising | 67209 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435948 | Total |
| Program Services | 329213 | ProgramServices |
| Management And General | 96392 | ManagementAndGeneral |
| Fundraising | 10343 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1271384 | Total |
| Program Services | 960107 | ProgramServices |
| Management And General | 281113 | ManagementAndGeneral |
| Fundraising | 30164 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226767 | Total |
| Program Services | 92407 | ProgramServices |
| Management And General | 126322 | ManagementAndGeneral |
| Fundraising | 8038 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SERVICES | 2116628 | 1117864 | 963716 | 35048 |
| IPD SERVICE FEE | 2103715 | 1226465 | 877250 | 0 |
| BOOKS AND PERIODICALS | 768185 | 587691 | 179974 | 520 |
| SUPPLIES | 615239 | 352507 | 244021 | 18711 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1937963 | Total |
| Program Services | 903266 | ProgramServices |
| Management And General | 875873 | ManagementAndGeneral |
| Fundraising | 158824 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34466823 | Total |
| Program Services | 25942128 | ProgramServices |
| Management And General | 7698381 | ManagementAndGeneral |
| Fundraising | 826314 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1640854 | BOY |
| EOY | 1436935 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4137274 | BOY |
| EOY | 2128962 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459760 | BOY |
| EOY | 489575 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400321 | BOY |
| EOY | 2362152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560078 | BOY |
| EOY | 570379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44297703 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25145824 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17105239 | BOY |
| EOY | 19151879 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13577653 | BOY |
| EOY | 12525471 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39881179 | BOY |
| EOY | 38665353 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3252616 | BOY |
| EOY | 3815240 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6260000 | BOY |
| EOY | 5925000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3293593 | BOY |
| EOY | 2870096 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1123374 | BOY |
| EOY | 1122169 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13929583 | BOY |
| EOY | 13732505 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7203802 | BOY |
| EOY | 10027459 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6711945 | BOY |
| EOY | 2735047 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12035849 | BOY |
| EOY | 12170342 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25951596 | BOY |
| EOY | 24932848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39881179 | BOY |
| EOY | 38665353 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 149374 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1168122 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 97050 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13888870 | BeginningOfYearBalance |
| Contributions | 134493 | Contributions |
| Investment Earnings Or Losses | -660534 | InvestmentEarningsOrLosses |
| Other Expenditures | 693932 | OtherExpenditures |
| End Of Year Balance | 12668897 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12083077 | BeginningOfYearBalance |
| Contributions | 139816 | Contributions |
| Investment Earnings Or Losses | 2377479 | InvestmentEarningsOrLosses |
| Other Expenditures | 711502 | OtherExpenditures |
| End Of Year Balance | 13888870 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11687910 | BeginningOfYearBalance |
| Contributions | 208123 | Contributions |
| Investment Earnings Or Losses | 928650 | InvestmentEarningsOrLosses |
| Other Expenditures | 741606 | OtherExpenditures |
| End Of Year Balance | 12083077 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11375890 | BeginningOfYearBalance |
| Contributions | 312020 | Contributions |
| End Of Year Balance | 11687910 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96060 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3964868 | OtherCostOrOtherBasis |
| Book Value | 3964868 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29033131 | OtherCostOrOtherBasis |
| Depreciation | 17428296 | Depreciation |
| Book Value | 11604835 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5330805 | OtherCostOrOtherBasis |
| Depreciation | 4843764 | Depreciation |
| Book Value | 487041 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5968899 | OtherCostOrOtherBasis |
| Depreciation | 2873764 | Depreciation |
| Book Value | 3095135 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19151879 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES AND OTHER INVESTMENTS | Description |
| Book Value | 12525471 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12525471 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $1,122,169 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1122169 | TotalOfAmounts |
| Total Revenue | 34616197 | TotalRevenue |
| Total Expenses | 34466823 | TotalExpenses |
| Excess Or Deficit For Year | 149374 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1107348 | NetUnrealizedGLOnInvestments |
| Other | -$60,774 | OtherAmount |
| Total Adjustments | -1168122 | TotalAdjustments |
| Excess Or Deficit Per FS | -1018748 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22331645 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1107348 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 243889 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 117731 | OtherRevenues |
| Revenue Not Rptd F990 | -745728 | RevenueNotRptdF990 |
| Revenue Subtotal | 23077373 | RevenueSubtotal |
| Other Revenues Not Included | 11538824 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11538824 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34616197 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23289619 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 243889 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 117731 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 361620 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22927999 | ExpensesSubtotal |
| Other Expenses Not Included | 11538824 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11538824 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34466823 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE COLLEGE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE COLLEGE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990T) FOR 2010, 2009, AND 2008 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN FMV OF INTEREST RATE SWAP -60,774. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 117,731. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 11,538,824. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 117,731. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 11,538,824. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 1 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | NEWSPAPER ADVERTISEMENTS |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE AID IN SUPPORT OF THE BACCALAUREATE NURSING PROGRAM WAS SUSPENDED FOR ONE YEAR ON JULY 1, 1998 AND REINSTATED ON JUNE 30, 1999 BY THE DEPARTMENT OF HUMAN HEALTH AND SERVICES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 26995 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 26995 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5208 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8394 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 11412 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BISHOP HUGHES | NameOfEvent2 |
| Gross Receipts Event2 | 60775 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1275 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59500 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1500 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 32780 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 8811 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 15 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13382 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 13382 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 8698 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 20804 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 20124 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 101152 | GrossReceiptsTotal |
| Charitable Contributions Total | 1275 | CharitableContributionsTotal |
| Gross Revenue Total Events | 99877 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 15406 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 61978 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 40347 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117731 | DirectExpenseSummaryEvents |
| Net Income Summary | -17854 | NetIncomeSummary |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER AAMODT | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1 |
| City | CRESTVIEW HILLS | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT AID AND SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 977 | NumberOfRecipients |
| Amount Of Cash Grant | 10772383 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL STUDENT AID AND SCHOLARSHIPS ARE USED FOR TUITION AND RELATED EXPENSES AT THE COLLEGE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET STALLMEYER CDP | |||||||||||||
| 124596 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 27094 | 0 | 176690 | 0 | 0 | 0 |
| PETER AAMODT | |||||||||||||
| 97343 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14441 | 0 | 111784 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE ORGANIZATION AWARDED A BONUS TO ONE KEY EMPLOYEE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF CRESTVIEW HILLS KY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 611018215 | IssuerEIN |
| Date Issued | 2008-12-17 | DateIssued |
| Issue Price | 7180000 | IssuePrice |
| Description Of Purpose | CURRENT REFUNDING OF SERIES 1998 AND SERIES 2001 BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 7180000 | TotalProceeds |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | JACOB POWERS | NameOfInterestedPerson |
| Relationship With Organization | BOARD MEMBER | RelationshipWithOrganization |
| Type Of Assistance | ROOM GRANT AND TUITION GRANT | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN HODGE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OWNER OF CENTURY CONSTRUCTION WHO PERFORMED HVAC WORK FOR TMC | Relationship |
| Amount Of Transaction | 166726 | AmountOfTransaction |
| Description Of Transaction | CONSTRUCTION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 158528 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SPORT MEDICAL SUPPLIES | 1 | 5500 | FAIR MARKET VALUE |
| X | MISCELLANEOUS | 9 | 11048 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | ALL DONATED SECURITIES ARE TRANSFERRED DIRECTLY TO THE BANK, WHO THEN SELLS THE SECURITIES FOR THE COLLEGE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS MARC NELTNER AND MARNA ZALLA ARE FAMILY MEMBERS. BOARD MEMBER GARREN COLVIN IS THE VP & COO OF ST. ELIZABETH'S HOSPITAL WHICH PROVIDES SERVICES TO THE TMC NURSING SCHOOL. BOARD MEMBER MARIA GARRIGA HAS A DAUGHTER WHO RECIEVES A TUITION SCHOLARSHIP FROM TMC AND HER HUSBAND WORKS FOR DRESSMAN, BENZINGER, LAVELLE WHO DOES WORK FOR TMC. THE HUSBAND OF BOARD MEMBER JEANNE-MARIE TAPKE IS AN OFFICER AT THE BANK OF KENTUCKY WHICH DOES BUSINESS WITH TMC. | |
| FORM 990, PART VI, SECTION A, LINE 3 | 4TH STREET SERVES AS THE INVESTMENT ADVISOR FOR THOMAS MORE FOR THEIR ENDOWMENT. | |
| FORM 990, PART VI, SECTION A, LINE 7A | NEW TRUSTEES ARE ELECTED BY THE BOARD OF TRUSTEES, AND THEN APPROVED BY THE BISHOP, REV. ROGER J. FOYS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | NEW TRUSTEES ARE ELECTED BY THE BOARD OF TRUSTEES, AND THEN APPROVED BY THE BISHOP, REV. ROGER J. FOYS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BY VONLEHMAN AND COMPANY WHO ADDRESSES ANY QUESTIONS OR CONCERNS BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THOMAS MORE COLLEGE RECEIVES AN UPDATED CONFLICT OF INTEREST FORM FROM THE ENTIRE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE VICE PRESIDENTS EACH PREPARE AN ASSESSMENT OF THEIR PERFORMANCE BASED ON GOALS SET THE PRIOR YEAR. THIS ASSESSMENT IS PROVIDED TO THE PRESIDENT. THE PRESIDENT PREPARES HER ASSESSMENT. THESE ASSESSMENTS ARE DISCUSSED WITH THE BOARD COMMITTEE CHAIRS WITH WHOM EACH VICE PRESIDENT INTERACTS AS WELL AS THE BOARD CHAIR. COMPENSATION IS THEN DETERMINED. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD AFTER A SIMILAR PROCESS. THE COLLEGE ROUTINELY MONITORS HOW THOMAS MORE COLLEGE SALARIES COMPARE TO PEER INSTITUTIONS. THIS INFORMATION IS KEPT AS A TARGET TO INSURE THAT TMC SALARIES REMAIN COMPETITIVE WITH PEER INSTITUTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,107,348. CHANGE IN FMV OF INTEREST RATE SWAP -60,774. TOTAL TO FORM 990, PART XI, LINE 5: -1,168,122. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XII LINE 2C: | THE COLLEGE'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS |