BELLARMINE UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELLARMINE UNIVERSITY (EIN 61-0482955)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-02-24
- IRS object ID
- 202510559349301531
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-24T16:16:30-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 N WHITTINGTON PKWY STE 400 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610482955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLARMINE UNIVERSITY INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 5022728263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NEWBURG ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE BROWN-CORNELIUS | PersonNm |
| Person Title | VP FOR FINANCE AND FACILITIES | PersonTitleTxt |
| Phone | 5022728261 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA SEBASTIAN | PreparerPersonNm |
| PTIN | P01251828 | PTIN |
| Phone | 5025896050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLARMINE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE BROWN-CORNELIUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NEWBURG ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $155,568,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BELLARMINE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | BELLARMINE UNIVERSITY EDUCATES STUDENTS THROUGH UNDERGRADUATE AND GRADUATE PROGRAMS IN THE LIBERAL ARTS AND PROFESSIONAL STUDIES. THE UNIVERSITY IS AN INDEPENDENT CATHOLIC UNIVERSITY SERVING THE REGION, NATION, AND WORLD THROUGH POST-SECONDARY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 1550 | TotalEmployeeCnt |
| Total Volunteers | 482 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,526,976 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,786,226 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,326,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,342,781 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,240,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,024,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,824,092 | PYOtherRevenueAmt |
| CY Other Revenue | $2,743,751 | CYOtherRevenueAmt |
| PY Total Revenue | $135,917,745 | PYTotalRevenueAmt |
| CY Total Revenue | $147,897,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,709,674 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $66,848,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,585,224 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,329,962 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $14,424 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,238,527 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,707,455 | PYOtherExpensesAmt |
| CY Other Expenses | $31,007,041 | CYOtherExpensesAmt |
| PY Total Expenses | $147,016,777 | PYTotalExpensesAmt |
| CY Total Expenses | $147,185,353 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,099,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $711,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $201,723,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,108,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,402,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,247,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,321,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,860,541 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BELLARMINE UNIVERSITY EDUCATES STUDENTS THROUGH UNDERGRADUATE AND GRADUATE PROGRAMS IN THE LIBERAL ARTS AND PROFESSIONAL STUDIES. THE UNIVERSITY IS AN INDEPENDENT CATHOLIC UNIVERSITY SERVING THE REGION, NATION, AND WORLD THROUGH POST-SECONDARY EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $98,600,738 | ExpenseAmt |
| Grant | $66,689,965 | GrantAmt |
| Revenue | $112,188,548 | RevenueAmt |
| Desc | INSTRUCTION: 2,351 STUDENTS IN UNDERGRADUATE CLASSES; 642 STUDENTS IN GRADUATE CLASSES; 855 STUDENTS GRADUATED IN 2023-2024 ACADEMIC SCHOOL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,776,860 | ExpenseAmt |
| Grant | $158,385 | GrantAmt |
| Revenue | $7,100,923 | RevenueAmt |
| Desc | AUXILIARY HOUSING: AUXILIARY STUDENT HOUSING IS THE MAJOR AUXILIARY ENTERPRISE. LIVING QUARTERS WERE PROVIDED TO 1,039 STUDENTS IN THE RESIDENCE HALLS. THE ON-CAMPUS FOOD SERVICE PROGRAM AND CAMPUS STORE ARE INCLUDED IN TOTAL AUXILIARY ENTERPRISE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,637,478 | ExpenseAmt |
| Revenue | $6,042,417 | RevenueAmt |
| Desc | STUDENT SERVICES: THE FOLLOWING DEPARTMENTS ENCOMPASS THE MAJOR AREAS OF THE UNIVERSITY STUDENT SERVICES DIVISION: STUDENT AFFAIRS, ADMISSIONS AND ENROLLMENT SERVICES, OFFICE OF FINANCIAL AID, REGISTRAR'S OFFICE, HEALTH AND COUNSELING SERVICES, RECREATION, AND INTRAMURAL OFFICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,710,790 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,438,950 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: ATHLETIC SUPPORT, LIBRARY AND COMPUTER TECHNOLOGY SERVICES, AND SUPPORT FOR THE ACADEMIC DIVISIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,710,790 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,438,950 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $130,725,866 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 520 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1550 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE BROWN-CORNELIUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5022728263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NEWBURG ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DONALD J KELLY | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R ALLEN CFA | ||||||||
| VICE CHAIR & TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON E DES JARLAIS | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J MCCAULEY BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN BYRD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL F COX | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE FLYNN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| C EDWARD GLASSCOCK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JA HILLEBRAND | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HOBBS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM HOURIGAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOBY KING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARK LYNN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MACKIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E MUDD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN G MULLINS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CAROLE PFEFFER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADFORD T RAY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE REEVES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL SAMUELS JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARIAN A SWOPE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN TANDY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM L THOMAS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN E TRAGER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG WHYTE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M DONOVAN | ||||||||
| PRESIDENT | 40.00 | $461,501 | $0 | $26,469 | Yes (X) | |||
| SEAN RYAN | ||||||||
| SR. VP ADMIN, STRATGETIC I | 40.00 | $243,424 | $0 | $29,682 | Yes (X) | |||
| MICHAEL JOHN MARSHALL | ||||||||
| VP ENROLLMENT, MARKETING, | 40.00 | $190,241 | $0 | $18,787 | Yes (X) | |||
| HELEN-GRACE RYAN | ||||||||
| VP STUDENT AFFAIRS | 40.00 | $200,003 | $0 | $8,512 | Yes (X) | |||
| DAVID SCOTT SELF | ||||||||
| VP INSTITUTIONAL ADVANCEME | 40.00 | $237,802 | $0 | $28,567 | Yes (X) | |||
| MARY DENISE BROWN-CORNELIUS | ||||||||
| VP FOR FINANCE AND FACILIT | 40.00 | $189,487 | $0 | $15,111 | Yes (X) | |||
| MARK R WIEGAND | ||||||||
| ASSOCIATE PROVOST | 40.00 | $182,327 | $0 | $14,677 | Yes (X) | |||
| SCOTT DAVENPORT | ||||||||
| HEAD COACH MEN'S BASKETBAL | 40.00 | $381,775 | $0 | $22,652 | Yes (X) | |||
| DANIEL L BAUER | ||||||||
| PROFESSOR OF BUSINESS | 40.00 | $170,526 | $0 | $18,817 | Yes (X) | |||
| PATRICK SCOTT WIEGANDT | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | $158,938 | $0 | $18,099 | Yes (X) | |||
| CARLY JAYNE MITCHELL | ||||||||
| ASSISTANT PROFESSOR OF NURSING & NURSE ANESHESIA | 40.00 | $180,240 | $0 | $387 | Yes (X) | |||
| BRADLEY A STEVENSON | ||||||||
| PROFESSOR OF FINANCE | 40.00 | $158,632 | $0 | $13,066 | Yes (X) | |||
| PAUL ANTHONY GORE | ||||||||
| FORMER PROVOST AND PROFESSOR | 40.00 | $247,719 | $0 | $17,251 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,002,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,077 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO | |||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | FOOD SERVICES | $3,964,763 |
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | CAMPUS STORE | $1,973,795 |
| FACILITIES MANAGEMENT SERVICES | |||||
| 1500 LYTLE STREET | LOUISVILLE | KY | 40203 | CLEANING SERVICES | $1,424,764 |
| VARSITY BRANDS HOLDINGS CO | |||||
| 3131 APPLING ROAD | BARTLETT | TN | 381333910 | ATHLETIC UNIFORMS | $827,700 |
| MILLER TRANSPORTION INC | |||||
| 111 OUTER LOOP | LOUISVILLE | KY | 40214 | TRANSPORTATION | $422,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $128,064 | FundraisingAmt |
| Government Grants | $1,506,535 | GovernmentGrantsAmt |
| All Other Contributions | $12,151,627 | AllOtherContributionsAmt |
| Noncash Contributions | $3,470,801 | NoncashContributionsAmt |
| Total Contributions | $13,786,226 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $112,188,548 | $112,188,548 |
| HOUSING | 611710 | $5,095,352 | $5,095,352 |
| FOOD SERVICE | 611710 | $1,792,748 | $1,792,748 |
| CAMPUS STORE | 611710 | $212,822 | $212,822 |
| MEMBERSHIP DUES | 611710 | $10,894 | $10,894 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,042,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,042,417 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,342,781 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,024,230 | TotalRevenueColumnAmt |
| Exclusion | $2,024,230 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,884 | TotalRevenueColumnAmt |
| Exclusion | $303,884 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,384 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $110,616 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,616 | TotalRevenueColumnAmt |
| Exclusion | $110,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,208,070 | SecuritiesAmt |
| Other | $3,779,670 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,607,455 | SecuritiesAmt |
| Other | $2,683,817 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,600,615 | SecuritiesAmt |
| Other | $1,095,853 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,696,468 | TotalRevenueColumnAmt |
| Exclusion | $3,696,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $463,359 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $128,064 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $305,541 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,818 | TotalRevenueColumnAmt |
| Exclusion | $157,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $58,115 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $10,855 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,260 | TotalRevenueColumnAmt |
| Exclusion | $47,260 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ATHLETIC REVENUE | 711210 | $1,445,779 | $1,445,779 |
| OTHER | 531390 | $503,418 | $503,418 |
| SPORTS CAMP | 713990 | $408,450 | $408,450 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,428,057 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,897,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,770,838 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,340,276 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,848,350 | TotalAmt |
| Program Services | $66,848,350 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,187 | TotalAmt |
| Program Services | $704,546 | ProgramServicesAmt |
| Management And General | $976,740 | ManagementAndGeneralAmt |
| Fundraising | $359,901 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,852,633 | TotalAmt |
| Program Services | $31,477,713 | ProgramServicesAmt |
| Management And General | $5,239,217 | ManagementAndGeneralAmt |
| Fundraising | $1,135,703 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,325 | TotalAmt |
| Program Services | $747,542 | ProgramServicesAmt |
| Management And General | $159,607 | ManagementAndGeneralAmt |
| Fundraising | $28,176 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,787,830 | TotalAmt |
| Program Services | $4,736,460 | ProgramServicesAmt |
| Management And General | $899,816 | ManagementAndGeneralAmt |
| Fundraising | $151,554 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,712,987 | TotalAmt |
| Program Services | $2,192,020 | ProgramServicesAmt |
| Management And General | $438,530 | ManagementAndGeneralAmt |
| Fundraising | $82,437 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,868 | TotalAmt |
| Management And General | $115,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,900 | TotalAmt |
| Management And General | $73,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,823,416 | TotalAmt |
| Program Services | $1,543,741 | ProgramServicesAmt |
| Management And General | $1,192,588 | ManagementAndGeneralAmt |
| Fundraising | $87,087 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,935 | TotalAmt |
| Program Services | $809,363 | ProgramServicesAmt |
| Management And General | $178,867 | ManagementAndGeneralAmt |
| Fundraising | $21,705 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,310,121 | TotalAmt |
| Program Services | $2,644,802 | ProgramServicesAmt |
| Management And General | $539,548 | ManagementAndGeneralAmt |
| Fundraising | $125,771 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,904,374 | TotalAmt |
| Program Services | $1,102,726 | ProgramServicesAmt |
| Management And General | $766,508 | ManagementAndGeneralAmt |
| Fundraising | $35,140 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,396,528 | TotalAmt |
| Program Services | $1,316,909 | ProgramServicesAmt |
| Management And General | $1,079,619 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,960 | TotalAmt |
| Program Services | $2,623,486 | ProgramServicesAmt |
| Management And General | $106,338 | ManagementAndGeneralAmt |
| Fundraising | $20,136 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,258 | TotalAmt |
| Program Services | $139,161 | ProgramServicesAmt |
| Management And General | $32,583 | ManagementAndGeneralAmt |
| Fundraising | $1,514 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,753,710 | TotalAmt |
| Program Services | $2,676,384 | ProgramServicesAmt |
| Management And General | $61,340 | ManagementAndGeneralAmt |
| Fundraising | $15,986 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,023,633 | TotalAmt |
| Program Services | $4,789,889 | ProgramServicesAmt |
| Management And General | $172,603 | ManagementAndGeneralAmt |
| Fundraising | $61,141 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,678 | TotalAmt |
| Program Services | $584,327 | ProgramServicesAmt |
| Management And General | $566,351 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLASSROOM SUPPLIES | $2,471,836 | $2,471,836 | ||
| MEALS | $1,484,066 | $1,254,428 | $177,481 | $52,157 |
| PLANT | $1,157,888 | $317,361 | $838,629 | $1,898 |
| MEMBERSHIP AND DUES | $847,507 | $547,156 | $294,923 | $5,428 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,363 | TotalAmt |
| Program Services | $1,197,666 | ProgramServicesAmt |
| Management And General | $285,904 | ManagementAndGeneralAmt |
| Fundraising | $52,793 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,185,353 | TotalAmt |
| Program Services | $130,725,866 | ProgramServicesAmt |
| Management And General | $14,220,960 | ManagementAndGeneralAmt |
| Fundraising | $2,238,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370 | BOYAmt |
| EOY | $8,370 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,219,861 | BOYAmt |
| EOY | $7,725,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,998,963 | BOYAmt |
| EOY | $6,232,949 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,098,171 | BOYAmt |
| EOY | $5,474,613 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,665 | BOYAmt |
| EOY | $235,496 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,933 | BOYAmt |
| EOY | $95,388 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,593,060 | BOYAmt |
| EOY | $3,682,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $199,635,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,192,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,037,995 | BOYAmt |
| EOY | $101,442,768 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,343,504 | BOYAmt |
| EOY | $46,547,332 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,346,780 | BOYAmt |
| EOY | $11,175,838 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,685,326 | BOYAmt |
| EOY | $18,488,479 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,723,628 | BOYAmt |
| EOY | $201,108,500 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,368,558 | BOYAmt |
| EOY | $4,245,845 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,961,443 | BOYAmt |
| EOY | $5,644,476 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,869,732 | BOYAmt |
| EOY | $57,182,863 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,202,297 | BOYAmt |
| EOY | $5,174,775 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,402,030 | BOYAmt |
| EOY | $72,247,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,251,390 | BOYAmt |
| EOY | $67,485,638 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,070,208 | BOYAmt |
| EOY | $61,374,903 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,321,598 | BOYAmt |
| EOY | $128,860,541 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,723,628 | BOYAmt |
| EOY | $201,108,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $711,987 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,826,956 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $24,000 | PoliticalExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BELLARMINE HAS A CONTRACT WITH A GOVERNMENT AFFAIRS CONSULTANT TO PERFORM GENERAL REPRESENTATION BEFORE THE STATE GOVERNMENT IN THE COMMONWEALTH OF KENTUCKY AT THE STATE'S EXECUTIVE AND LEGISLATIVE BRANCHES AS WELL AS THE CITY OF LOUISVILLE. THE UNIVERSITY AND ITS CONSULTANT ADVOCATE GENERALLY FOR ISSUES THAT IMPACT HIGHER EDUCATION STUDENTS AND REGIONAL WORKFORCE TO PROMOTE AND STRENGTHEN THE UNIVERSITY'S CAPABILITIES AND RESOURCES. THE UNIVERSITY DOES NOT PARTICIPATE IN, OR INTERVENE IN, ANY POLITICAL CAMPAIGN ON BEHALF OF, OR IN OPPOSITION TO, ANY CANDIDATE FOR PUBLIC OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,885,483 | BeginningYearBalanceAmt |
| Contributions | $1,416,991 | ContributionsAmt |
| Investment Earnings Or Losses | $5,746,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,920,344 | GrantsOrScholarshipsAmt |
| Other Expenditures | $975,737 | OtherExpendituresAmt |
| Administrative Expenses | $521,579 | AdministrativeExpensesAmt |
| End Year Balance | $61,631,710 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,416,840 | BeginningYearBalanceAmt |
| Contributions | $892,639 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,910,996 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,690,742 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,106,661 | OtherExpendituresAmt |
| Administrative Expenses | $715,597 | AdministrativeExpensesAmt |
| End Year Balance | $57,885,483 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,758,768 | BeginningYearBalanceAmt |
| Contributions | $923,703 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,837,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,578,297 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,055,288 | OtherExpendituresAmt |
| Administrative Expenses | $794,815 | AdministrativeExpensesAmt |
| End Year Balance | $69,416,840 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,607,779 | BeginningYearBalanceAmt |
| Contributions | $887,526 | ContributionsAmt |
| Investment Earnings Or Losses | $16,475,563 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,458,029 | GrantsOrScholarshipsAmt |
| Other Expenditures | $996,399 | OtherExpendituresAmt |
| Administrative Expenses | $757,672 | AdministrativeExpensesAmt |
| End Year Balance | $77,758,768 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,335,063 | BeginningYearBalanceAmt |
| Contributions | $527,838 | ContributionsAmt |
| Investment Earnings Or Losses | $1,819,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,378,212 | GrantsOrScholarshipsAmt |
| Other Expenditures | $953,960 | OtherExpendituresAmt |
| Administrative Expenses | $741,988 | AdministrativeExpensesAmt |
| End Year Balance | $63,607,779 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,952,693 | OtherCostOrOtherBasisAmt |
| Book Value | $3,952,693 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,737,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,309,828 | DepreciationAmt |
| Book Value | $75,427,852 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,696,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,525,755 | DepreciationAmt |
| Book Value | $11,170,691 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,248,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,357,218 | DepreciationAmt |
| Book Value | $10,891,532 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101,442,768 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL HEDGED EQUITY | $1,133,858 | F |
| ABSOLUTE RETURN HEDGE | $3,674,541 | F |
| PRIVATE EQUITY | $1,238,755 | F |
| OTHER ASSETS | $5,087,765 | F |
| CLOSELY HELD EQUITY INTERESTS | $40,919 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,175,838 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ENDOWMENT - REAL ESTATE | $15,069,317 |
| RIGHT-OF-USE OPERATING LEASES | $2,358,178 |
| PROPERTY HELD FOR SALE | $1,060,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,488,479 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM CAPITAL LEASE | $2,467,233 |
| ADVANCES FOR STUDENT LOANS | $60,239 |
| ANNUITY OBLIGATIONS | $2,140,834 |
| LONG-TERM NOTE PAYABLE | $506,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,174,775 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $85,255,726 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,826,956 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $379,780 | OtherRevenueAmt |
| Revenue Not Reported | $4,206,736 | RevenueNotReportedAmt |
| Revenue Subtotal | $81,048,990 | RevenueSubtotalAmt |
| Other Revenues Not Included | $66,848,350 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $66,848,350 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $147,897,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,716,783 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $379,780 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $379,780 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,337,003 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $66,848,350 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $66,848,350 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $147,185,353 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE HISTORICAL TREASURES OF THE UNIVERSITY CONSIST OF OVER 50,000 ITEMS OF THOMAS MERTON INCLUDING WRITINGS, DRAWINGS, PHOTOGRAPHS, PERSONAL POSSESSIONS, AND OTHER MERTON ARTIFACTS. THEY ARE KEPT IN THE THOMAS MERTON CENTER LOCATED IN THE UNIVERSITY LIBRARY BUILDING. THE MERTON CENTER IS USED FOR SCHOLARLY RESEARCH ON THOMAS MERTON, A WORLD CONTEMPLATIVE AND WRITER. IN ADDITION TO THE MERTON TREASURES, THE UNIVERSITY HAS NUMEROUS DOROTHY DAY TREASURES. DOROTHY DAY WAS A NOTED TWENTIETH-CENTURY CATHOLIC SOCIAL ACTIVIST AND THINKER. AMONG THE TREASURES OF THE UNIVERSITY ARE 136 ORIGINAL LETTERS FROM DOROTHY DAY, FOUR SIGNED BOOKS BY DOROTHY DAY, HUNDREDS OF EARLY CATHOLIC WORKER PHOTOS AND 523 CATHOLIC WORKER NEWSPAPERS, MOSTLY COMPLETE FROM THE FIRST ISSUE, 1933 THROUGH 1990. THESE MATERIALS ARE NOW AVAILABLE FOR CONSULTATION BY RESEARCHERS VISITING THE THOMAS MERTON CENTER AT BELLARMINE UNIVERSITY WHO ARE INTERESTED IN THE LIFE AND WORK OF DOROTHY DAY. |
| PART V, LINE 4: | THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES APPROVED BY THE BOARD OF TRUSTEES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT CURRENT AND FUTURE UNIVERSITY NEEDS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG-TERM AND TO BUILD CAPITAL FOR FUTURE USE. THE UNIVERSITY'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. |
| PART X, LINE 2: | PURSUANT TO A DETERMINATION BY THE INTERNAL REVENUE SERVICE, THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 316,396. RENTAL EXPENSE 63,384. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 66,848,350. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 316,396. RENTAL EXPENSE 63,384. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 66,848,350. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS WRITTEN IN ALL OF THE PUBLICATIONS OF THE UNIVERSITY. ALSO, THE POLICY IS BROADCAST THROUGHOUT THE YEAR IN NUMEROUS PUBLIC PUBLICATIONS INCLUDING LOCAL NEWSPAPERS, PROMOTIONAL MATERIALS AND OTHER STUDENT BROCHURES. |
| SCHEDULE E, PART I, LINE 6 | BELLARMINE UNIVERSITY PARTICIPATES IN THE FOLLOWING FINANCIAL AID PROGRAMS: FEDERAL PELL GRANT PROGRAM, FEDERAL WORK-STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL GRANT OPPORTUNITY GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL DIRECT LOAN PROGRAM, FEDERAL DIRECT PLUS LOAN PROGRAM, AND TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS PROGRAM. THE UNIVERSITY COMPLIES WITH THE ANNUAL SINGLE AUDIT REQUIREMENTS, FILINGS WITH THE FEDERAL AUDITING CLEARINGHOUSE, AND THE DEPARTMENT OF EDUCATION FILINGS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KNIGHT OF KNIGHTS | Event1Nm |
| Gross Receipts Event1 | $218,988 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,296 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,692 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $33,196 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,089 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,907 | OtherDirectExpensesEvent1Amt |
| Event2 | DAVENPORT DERBY DASH | Event2Nm |
| Gross Receipts Event2 | $209,998 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,438 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $206,560 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,438 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,249 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $81,770 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $162,437 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,330 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $138,107 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,040 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $35,669 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $23,978 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $786 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,319 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $591,423 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,064 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $463,359 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,040 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $73,303 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $107,316 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,886 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $118,996 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $305,541 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $157,818 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $58,115 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $3,695 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $4,484 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $2,676 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $58,115 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $3,695 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,484 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $2,676 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $10,855 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $47,260 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | KY | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.50000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.50000 | GamingOtherFacilityPct |
| Individual With Books | TRACEY COX | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 NEWBURG ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | MATT REAL AND BETHANY PADGETT | GamingManagerPersonNm |
| Gaming Manager Compensation | $4,900 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MATT REAL IS THE MANAGER OF DERBY DASH. HE RECEIVED COMPENSATION OF $2,650. BETHANY PADGETT IS THE MANAGER OF TRIVA KNIGHT. SHE RECEIVED COMPENSATION OF $2,250. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $46,260 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND DISCOUNTS | GrantTypeTxt |
| Recipient | 2384 | RecipientCnt |
| Cash Grant | $66,848,350 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND DISCOUNT AMOUNTS AWARDED TO STUDENTS ARE POSTED DIRECTLY TO EACH STUDENTS' ACCOUNTS RECEIVABLE SUBSIDIARY ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN M DONOVAN | ||||||||||||||
| PRESIDENT | $425,043 | $0 | $0 | $0 | $36,458 | $0 | $13,200 | $0 | $13,269 | $0 | $487,970 | $0 | $0 | $0 |
| SCOTT DAVENPORT | ||||||||||||||
| HEAD COACH MEN'S BASKETBAL | $263,357 | $0 | $115,418 | $0 | $3,000 | $0 | $10,875 | $0 | $11,777 | $0 | $404,427 | $0 | $0 | $0 |
| SEAN RYAN | ||||||||||||||
| SR. VP ADMIN, STRATGETIC I | $233,424 | $0 | $10,000 | $0 | $0 | $0 | $9,788 | $0 | $19,894 | $0 | $273,106 | $0 | $0 | $0 |
| DAVID SCOTT SELF | ||||||||||||||
| VP INSTITUTIONAL ADVANCEME | $232,802 | $0 | $0 | $0 | $5,000 | $0 | $9,600 | $0 | $18,967 | $0 | $266,369 | $0 | $0 | $0 |
| PAUL ANTHONY GORE | ||||||||||||||
| FORMER PROVOST AND PROFESSOR | $247,719 | $0 | $0 | $0 | $0 | $0 | $9,857 | $0 | $7,394 | $0 | $264,970 | $0 | $0 | $0 |
| MICHAEL JOHN MARSHALL | ||||||||||||||
| VP ENROLLMENT, MARKETING, | $190,241 | $0 | $0 | $0 | $0 | $0 | $7,909 | $0 | $10,878 | $0 | $209,028 | $0 | $0 | $0 |
| HELEN-GRACE RYAN | ||||||||||||||
| VP STUDENT AFFAIRS | $200,003 | $0 | $0 | $0 | $0 | $0 | $8,102 | $0 | $410 | $0 | $208,515 | $0 | $0 | $0 |
| MARY DENISE BROWN-CORNELIUS | ||||||||||||||
| VP FOR FINANCE AND FACILIT | $189,487 | $0 | $0 | $0 | $0 | $0 | $7,891 | $0 | $7,220 | $0 | $204,598 | $0 | $0 | $0 |
| MARK R WIEGAND | ||||||||||||||
| ASSOCIATE PROVOST | $182,327 | $0 | $0 | $0 | $0 | $0 | $7,444 | $0 | $7,233 | $0 | $197,004 | $0 | $0 | $0 |
| DANIEL L BAUER | ||||||||||||||
| PROFESSOR OF BUSINESS | $170,526 | $0 | $0 | $0 | $0 | $0 | $7,246 | $0 | $11,571 | $0 | $189,343 | $0 | $0 | $0 |
| CARLY JAYNE MITCHELL | ||||||||||||||
| ASSISTANT PROFESSOR OF NURSING & NUR | $180,240 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $387 | $0 | $180,627 | $0 | $0 | $0 |
| PATRICK SCOTT WIEGANDT | ||||||||||||||
| DIRECTOR OF ATHLETICS | $158,083 | $0 | $0 | $0 | $855 | $0 | $6,550 | $0 | $11,549 | $0 | $177,037 | $0 | $0 | $0 |
| BRADLEY A STEVENSON | ||||||||||||||
| PROFESSOR OF FINANCE | $158,632 | $0 | $0 | $0 | $0 | $0 | $6,382 | $0 | $6,684 | $0 | $171,698 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS PROVIDED ONLY IN CERTAIN LIMITED SITUATIONS. THE PRESIDENT'S SPOUSE SOMETIMES ACCOMPANIES THE PRESIDENT ON OFFICIAL BUSINESS FOR THE UNIVERSITY. THE PRESIDENT RECEIVES A HOUSING ALLOWANCE BUT DOES NOT RESIDE IN A RESIDENCE OWNED BY THE UNIVERSITY. |
| PART I, LINE 7 | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS AND ESTABLISHES CRITERIA DURING THE NEXT FISCAL YEAR TO ESTABLISH GOALS THE PRESIDENT MUST MEET OR EXCEED IN ORDER TO QUALIFY FOR BONUS COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| LOU JEFF CO METRO GOVERNMENT IMPROVEMENT | |||||||
| A | 616001862 | 2015-09-01 | $35,405,000 | REFUNDING & CAP IMPROVEMENT | 0 | 0 | 0 |
| LOU JEFF CO METRO GOVERNMENT IMPROVEMENT | |||||||
| B | 616001862 | 2017-11-29 | $41,290,000 | REFUNDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,545,000 | $36,860,415 | $2,254,263 | $455,648 | $413,664 | $10,000,145 | $23,682,400 | $54,294 | 2016 | 0 | Yes (1) | 0 | Yes (1) |
| B | $4,380,000 | $43,052,275 | $4,078,154 | $242,481 | $426,463 | $38,270,960 | $34,217 | 0 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K - ALL BONDS: | BONDS ISSUED SEPTEMBER 2015 AND NOVEMBER 2017. A DEBT SERVICE RESERVE FUND HAS BEEN ESTABLISHED FOR THE BONDS AND IS REQUIRED TO BE MAINTAINED IN AN AMOUNT EQUAL TO THE LEAST OF: (I) 10% OF THE NET PROCEEDS OF THE BONDS; (II) THE MAXIMUM ANNUAL DEBT SERVICE REQUIREMENTS; OR (III) 125% OF THE AVERAGE ANNUAL DEBT SERVICE REQUIREMENTS. AMOUNTS IN THE DEBT SERVICE RESERVE FUND MAY BE INVESTED BY THE UNIVERSITY ONLY IN INVESTMENT SECURITIES. THE MARKET VALUE OF THOSE SECURITIES AT MAY 31, 2024 WAS $4,078,153 AND $2,254,263 FOR THE SERIES 2017 AND 2015 BONDS RESPECTIVELY, AND ARE REFLECTED AS PLANT FUNDS ON THE STATEMENTS OF FINANCIAL POSITION. |
| (A) BOND ISSUED IN 2015: | IN SEPTEMBER 2015, THE UNIVERSITY ISSUED $35,405,000 OF LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE IMPROVEMENT REVENUE AND REVENUE REFUNDING BONDS, SERIES 2015 (BELLARMINE UNIVERSITY PROJECTS) OF WHICH $12,474,245 WAS USED FOR THE PURPOSE OF DEFEASING THE CITY OF SHIVELY, KENTUCKY, COLLEGE REVENUE REFUNDING BONDS, SERIES 2012 (SHIVELY 2012 BONDS) AND THE CITY OF AUDUBON PARK, KENTUCKY, COLLEGE REVENUE REFUNDING BONDS, SERIES 2012 (AUDUBON PARK 2012 BONDS) TOGETHER REFERRED TO AS THE BELLARMINE UNIVERSITY INCORPORATED PROJECT AND $13,138,788 WAS USED TO DEFEASE THE CITY OF SHIVELY, KENTUCKY, COLLEGE IMPROVEMENT REVENUE BONDS, SERIES 2011 (SHIVELY 2011 BONDS) AND THE CITY OF AUDUBON PARK, KENTUCKY COLLEGE IMPROVEMENT REVENUE BONDS, SERIES 2011 (AUDUBON PARK 2011 BONDS) TOGETHER REFERRED TO AS THE BELLARMINE UNIVERSITY INCORPORATED PROJECT. $10,816,138 WAS USED TO PROVIDE NEW MONEY TO RENOVATE THE FIRST FLOOR OF THE LIBRARY INTO A STATE-OF-THE-ART STUDENT LEARNING SPACE "LANSING LEARNING COMMONS", FOR THE CONSTRUCTION OF THE NEW "CENTRO" BUILDING A 46,000 SQUARE FOOT CLASSROOM AND OFFICE BUILDING, AND RENOVATION OF EXISTING HORRIGAN HALL. |
| (B) BOND ISSUED IN 2017: | IN NOVEMBER 2017, THE UNIVERSITY ISSUED $30,280,000 OF LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE IMPROVEMENT REVENUE REFUNDING BONDS, SERIES 2017A (BELLARMINE UNIVERSITY PROJECTS) AND ISSUED $11,010,000 OF LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE IMPROVEMENT REVENUE REFUNDING BONDS, TAXABLE SERIES 2017B (BELLARMINE UNIVERSITY PROJECTS), WHICH WAS USED FOR THE PURPOSE OF DEFEASING THE LOUISVILLE/JEFFERSON COUNTY METRO GOVERNMENT, COLLEGE REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 2008A $25,005,000 (BELLARMINE UNIVERSITY PROJECT) WHICH WERE ISSUED FOR THE PURPOSE OF CONSTRUCTING A 146 BED RESIDENCE HALL, TO CONSTRUCT AN ADDITION TO A CLASSROOM BUILDING, AND TO RENOVATE AN OFFICE BUILDING AND TO DEFEASE $14,945,000 OF BONDS FROM THE LOUISVILLE JEFFERSON/COUNTY METRO GOVERNMENT, COLLEGE IMPROVEMENT REVENUE BONDS, SERIES 2009 $16,175,000 (BELLARMINE UNIVERSITY INCORPORATED PROJECT) OF WHICH THE MAJORITY WAS USED TO PROVIDE NEW MONEY TO CONSTRUCT A 119 BED RESIDENCE HALL, TO CONSTRUCT A SUBSTANTIAL ADDITION TO THE MAIN DINING HALL, RENOVATE AND EXPAND THE CAFE', AND ADD 276 SURFACE PARKING SPACES ON CAMPUS. |
| SCHEDULE K, PART II, PROCEEDS, LINE 3 TOTAL PROCEEDS, COLUMN A: | ISSUE PRICE (35,405,000) PLUS OIP (1,024,171) PLUS INVESTMENT EARNINGS (431,244) EQUALS TOTAL PROCEEDS OF ISSUE (36,860,415) |
| SCHEDULE K, PART II, PROCEEDS, LINE 3 TOTAL PROCEEDS, COLUMN B: | ISSUE PRICE (41,290,000) PLUS OIP (1,157,105) PLUS INVESTMENT EARNINGS (605,170) EQUALS TOTAL PROCEEDS OF ISSUE (43,052,275) |
| SCHEDULE K, PART III, PRIVATE BUSINESS USE, LINE 9: | THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. |
| SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: | REBATE COMPUTATIONS ARE PERFORMED BY FROST BROWN TODD, PLLC ATTORNEYS AT LAW. |
| SCHEDULE K, PART IV, ARBITRAGE, LINE 7: | THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. |
| SCHEDULE K, PART V, PROCEDURES: | THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING POLICIES AND PROCEDURES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STEVEN E TRAGER | |||
| CURRENT UNIVERSITY TRUSTEE | $347,215 | CAPITAL LEASE | 0 |
| WILLIAM E MUDD | |||
| CURRENT UNIVERSITY TRUSTEE | $36,836 | SERVICES | 0 |
| JESSE FLYNN | |||
| CURRENT UNIVERSITY TRUSTEE | $149,614 | CAPITAL LEASE | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF INTERESTED PERSON: STEVEN E. TRAGER(B) RELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATION: CURRENT UNIVERSITY TRUSTEE(C) AMOUNT OF TRANSACTION: $347,215(D) DESCRIPTION OF SERVICES: CAPITAL LEASE. THE UNIVERSITY HAS A 10-YEAR CAPITAL LEASE WITH THE REPUBLIC BANK AND TRUST. MR. TRAGER IS CHIEF EXECUTIVE OFFICER OF REPUBLIC BANK AND TRUST. THE LEASE WAS AWARDED THROUGH A COMPETITIVE PROCESS. THE UNIVERSITY PAID $347,215 DURING THE PERIOD COVERED BY THIS RETURN. (A) NAME OF INTERESTED PERSON: WILLIAM E. MUDD(B) RELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATION: CURRENT UNIVERSITY TRUSTEE(C) AMOUNT OF TRANSACTION: $36,836(D) DESCRIPTION OF SERVICES: SERVICES. MR. MUDD, TRUSTEE, IS PRESIDENT AND CHIEF OPERATING OFFICER OF CHURCHILL DOWNS INCORPORATED. THE UNIVERSITY HOSTS EVENTS AT CHURCHILL DOWNS INCORPORATED. THE UNIVERSITY RECEIVES GROUP PRICING RATES FOR THE EVENTS HOSTED SIMILAR TO OTHER ORGANIZATIONS NOT RELATED TO CHURCHILL DOWNS INCORPORATED. THE UNIVERSITY SPENT $36,836 DURING THE PERIOD COVERED BY THIS RETURN. (A) NAME OF INTERESTED PERSON: JESSE FLYNN(B) RELATIONSHIP BETWEEN INTERESTED PERSONS AND THE ORGANIZATION: CURRENT UNIVERSITY TRUSTEE(C) AMOUNT OF TRANSACTION: $149,614(D) DESCRIPTION OF SERVICES: CAPITAL LEASE. JESSE FLYNN, TRUSTEE, IS AN OWNER IN TAYLOR AVENUE LLC AND FLYNN HOLDINGS MANAGEMENT CO. THE UNIVERSITY LEASES THE FLYNN BUILDING THAT HOUSES OUR DNP - NURSE ANESTHESIA PROGRAM FROM TAYLOR AVENUE LLC. THE UNIVERSITY PAID TAYLOR AVENUE $149,614 DURING THE PERIOD COVERED BY THIS RETURN. OUTSTANDING PLEDGES OF $587,476 WITH A NPV OF $550,332 ARE DUE FROM FLYNN HOLDINGS AS OF MAY 31,2024. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,403,673 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,128 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY HAS A WRITTEN GIFT ACCEPTANCE POLICY FOR THE REVIEW OF ANY NON-STANDARD CONTRIBUTIONS. THE POLICY REQUIRES THAT PRIOR TO ACCEPTING NON-STANDARD GIFTS THAT THE DEVELOPMENT OFFICERS REVIEW THE NEED OF THE UNIVERSITY FOR SUCH GIFT AND DISCUSS THE GIFT WITH THE AREA VICE-PRESIDENT OR DEAN OF THE DEPARTMENT TO DETERMINE THAT THE GIFT FALLS WITHIN THE UNIVERSITY'S MISSION AND VISION. FINAL APPROVAL OF THE GIFT IS MADE BY THE VICE-PRESIDENT FOR ADMINISTRATION AND FINANCE OR VICE-PRESIDENT FOR DEVELOPMENT AND ALUMNI RELATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MR. STEVE TRAGER, MR. W. PATRICK MULLOY, AND MR. ERNEST MARSHALL, CURRENT TRUSTEES, HAVE A BUSINESS RELATIONSHIP. MR. RUSS COX, CURRENT TRUSTEE, IS THE PRESIDENT AND CEO OF NORTON HEALTHCARE AND MR. CRAIG GRANT, CURRENT TRUSTEE, IS A MEMBER OF THE BOARD OF NORTON HEALTHCARE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY DEAN DORTON WITH INFORMATION GATHERED FROM THE UNIVERSITY. THE FINAL RETURN IS REVIEWED IN DETAIL BY STAFF MEMBERS OF THE BUSINESS AFFAIRS DEPARTMENT. CONTINUING EDUCATION ON TAX REQUIREMENTS IS PROVIDED TO THOSE INVOLVED WITH THE PREPARATION AND REVIEW OF THE 990. THE RETURN IS GIVEN TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. THE AUDIT COMMITTEE REPORTS INFORMATION REGARDING THE 990 TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION SENDS ITS CONFLICT OF INTEREST POLICY TO ALL BOARD MEMBERS ANNUALLY. THE VP FOR FINANCE MONITORS THAT ALL MEMBERS RETURN A SIGNED COPY INDICATING THEY HAVE REVIEWED THE POLICY AND LISTED ANY POTENTIAL CONFLICTS. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST ON ITEMS THAT ARE VOTED ON AT THE TRUSTEE LEVEL RECUSE THEMSELVES FROM THE VOTE. CONFLICTS IN THE NORMAL COURSE OF BUSINESS THAT DO NOT REQUIRE A BOARD VOTE ARE NOTED AND THE UNIVERSITY FOLLOWS NORMAL PURCHASING AND BID PROCEDURES. ADDITIONALLY, ALL EMPLOYEES RECEIVE A UNIVERSITY HANDBOOK AND SIGN AN ACKNOWLEDGMENT INDICATING SUCH RECEIPT. THE CONFLICT OF INTEREST POLICY IS LOCATED WITHIN THE STAFF HANDBOOK. LASTLY, THE ORGANIZATION MAINTAINS AN ETHICS AND COMPLIANCE HOTLINE ALONGSIDE A SYSTEM NAMED "RED FLAG REPORTING". THIS SYSTEM, OPERATED BY A LOCAL PUBLIC ACCOUNTING FIRM, ALLOWS STUDENTS AND STAFF TO REPORT ANY CONCERNS REGARDING IMPROPER ACTIVITY WITHIN THE UNIVERSITY WITH THE OPTION TO REMAIN ANONYMOUS. INTERESTED PARTIES MAY REPORT IMPROPER ACTIVITY BY CALLING 1-877-647-3335 OR VISITING REDFLAGREPORTING.COM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON A YEARLY BASIS; INCLUDING BASE COMPENSATION, BONUS AND FRINGE BENEFITS. THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE EVALUATES THE COMPENSATION OF THE PRESIDENT BASED ON ESTABLISHED GOALS AND DISCUSSES AND APPROVES THE NEW SALARY ON AN ANNUAL BASIS. THE UNIVERSITY AND PRESIDENT ARE BOUND BY A CONTRACT. THE CONTRACT IS NEGOTIATED AND/OR EXTENDED BY THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD WITH APPROVAL OF THE FULL BOARD OF TRUSTEES. AS PART OF THE EVALUATION PROCESS USED BY THE PRESIDENTIAL CONTRACT AND COMPENSATION COMMITTEE OF THE BOARD, MARKET DATA, SALARY SURVEYS OF SIMILAR INSTITUTIONS, AND OTHER RELEVANT INFORMATION ARE REVIEWED IN CONJUNCTION WITH THE PRESIDENT'S REPORT ON ACCOMPLISHMENTS. ALL EMPLOYEES, OTHER THAN THE PRESIDENT, ARE EVALUATED BY THEIR IMMEDIATE SUPERVISOR ON AN ANNUAL BASIS. THE VICE-PRESIDENTS OF THE UNIVERSITY ARE EVALUATED BY THE PRESIDENT. THE UNIVERSITY USES CUPA DATA TO COMPARE SALARIES FOR OTHER LIKE INSTITUTIONS TO OUR COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST DURING THE REGULAR BUSINESS HOURS OF THE UNIVERSITY. THE 990 IS ALSO AVAILABLE ON GUIDESTAR FOR PUBLIC INSPECTION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDS COURT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 RICHMOND DRIVE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310955903 | EIN |
| Primary Activities | SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| PLAMP CHARITABLE REMAINDER UNITRUST | |||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 911825400 | KY | T | 0 |
| GORMAN CHARITABLE REMAINDER UNITRUST | |||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 911910556 | KY | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |