2026-05-06T10:42:04-05:00 2025-06-30 363168081 SIKICH LLC 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2024-07-01 610461768 UNION COMMONWEALTH UNIVERSITY UNIO 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 JESSICA L JUSTICE VP OF BUSINESS & FINANCE 6065461204 2026-05-05 1 1 KURT N WALCUTT P00650229 2177933363 2026-05-05 2024 2025-03-06 01:10:19Z DR DONALD WASHINGTON 310 COLLEGE STREET BARBOURVILLE KY 40906 48977872 0 X UNIONKY.EDU X 1922 KY UNION COMMONWEALTH UNIVERSITY IS A PRIVATE LIBERAL ARTS COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH 24 24 568 49 0 0 2597645 3373884 26911760 29419563 4887414 1201721 0 0 34396819 33995168 13111135 14347815 0 0 10424074 11235865 0 0 345783 11706969 12462854 35242178 38046534 -845359 -4051366 71691443 68655986 18500841 17842611 53190602 50813375 X UNION IS GROUNDED BY FOUR PILLARS THAT DEFINE OUR FOCUS AS AN ACADEMIC INSTITUTION: SERVICE TO EACH OTHER AND OUR COMMUNITIES; OUR APPALACHIAN CULTURE AND HERITAGE; OUR CORE AFFILIATION WITH METHODISM AND THE LIBERAL ARTS ACADEMIC EXPERIENCE. UNION SERVES EACH OF ITS STUDENTS WITH A SINCERE COMMITMENT TO STRENGTHEN THOSE PILLARS, TO SPARK PASSION AND INSPIRE LIFELONG LEARNING IN ALL THEY DO. 0 0 33135439 14347815 29419563 1644 TOTAL STUDENTS, UG STUDENTS 859, GR STUDENTS 796, 378 STUDENTS GRADUATED DURING FY 2025, 155 UG AND 223 GR STUDENTS. 33135439 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 99 0 568 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 KY X THE ORGANIZATION 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 MIKE GOSS BOARD CHAIR 3.00 X X 0 0 0 DR THOMAS CLARK BOARD VICE CHAIR 3.00 X X 0 0 0 TERRY SMALLWOOD BOARD TREASURER 3.00 X X 0 0 0 JESSICA BEGMAN BAORD SECRETARY 3.00 X X 0 0 0 REV DR BARRY BALL TRUSTEE 1.00 X 0 0 0 DR DON CALITRI TRUSTEE 1.00 X 0 0 0 DR BILLY HENSLEY TRUSTEE 1.00 X 0 0 0 HON PAUL ISAACS TRUSTEE 1.00 X 0 0 0 HON DON JONES TRUSTEE 1.00 X 0 0 0 DR RUTH WOOTON-KEE TRUSTEE 1.00 X 0 0 0 DR DON LANE TRUSTEE 1.00 X 0 0 0 DR EDNA MANN TRUSTEE 1.00 X 0 0 0 JOSE MARTINEZ TRUSTEE 1.00 X 0 0 0 HALEY MCCOY TRUSTEE 1.00 X 0 0 0 BOB MITCHELL TRUSTEE 1.00 X 0 0 0 ROY PULLIAM TRUSTEE 1.00 X 0 0 0 STEVE RHODES TRUSTEE 1.00 X 0 0 0 JANE SKIDMORE-SHORT TRUSTEE 1.00 X 0 0 0 JEFF TIPTON TRUSTEE 1.00 X 0 0 0 DR MARCETTA DARENSBOURG TRUSTEE 1.00 X 0 0 0 BILL FULTZ TRUSTEE 1.00 X 0 0 0 SHEILA HALTER TRUSTEE 1.00 X 0 0 0 RICH PREWITT TRUSTEE 1.00 X 0 0 0 CHRIS STUNSON TRUSTEE 1.00 X 0 0 0 DR DONALD WASHINGTON PRESIDENT 40.00 X 144294 0 7654 DAVID WILLIAMS VP OF ENROLLMENT 40.00 X 126560 0 8810 JESSICA L JUSTICE VP OF BUSINESS/FINANCE 40.00 X 81827 0 5371 DAVID POWELL PROVOST (THRU 06/30/25) 40.00 X 83029 0 222 LYNN SMITH VP OF HUMAN RESOURCES 40.00 X 81721 0 8364 JAMES BECKNELL DEAN OF STUDENTS 40.00 X 79796 0 6165 ERIC EVANS EXECUTIVE DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 72802 0 7278 MAISIE NELSON INTERIM VP OF DEVELOPMENT/COMMUNICATIONS 40.00 X 63751 0 6451 CLAY BUTLER VICE PRESIDENT: ATHLETICS 40.00 X 74869 0 6344 STEPHANIE SMITH VICE PRESIDENT: STUDENT ENGAGEMENT & DEAN OF STUDE 40.00 X 59138 0 4556 DAVID MILLER UNIVERSITY CHAPLAIN (THRU 06/30/25) 40.00 X 41357 0 6458 MEGHANN CHESNUT SPECIAL ADVISOR TO THE PRESIDENT 40.00 X 28394 0 2505 JOSHUA WILKEY PROVOST & VICE PRESIDENT OF ACADEMIC AFFAIRS 40.00 X 0 0 0 DR MARCIA HAWKINS FORMER PRESIDENT (THRU 06/30/24) 40.00 X 155961 0 6249 1093499 0 76427 3 1 1 0 SODEXO 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FOOD SERVICE 1941168 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LA GRANGE GA 30241 PHYSICAL PLANT, GROUNDS AND HOUSEKEPPING 694169 VESTA TECHNOLOFY SOLUTIONS PO BOX 11362 ZEPHYR COVE NV 89448 GRADUATE INTERNATIONAL PROGRAM RECRUITIN 407680 SERVICE MASTER CLEANRESTORE SPE LLC 414 W FRONTIER LANE OLATHE KS 66061 CLEANUP OF LIBRARY AFTER WATER LEAK, INC 349450 SYNERGY CAMPUS SECURITY SYSTEMS PO BOX 1224 LA GRANGE GA 30241 SECURITY SERVICE 222806 5 1002058 2371826 21880 3373884 TUITION & FEES 611600 25423743 25423743 AUXILIARY 611710 3454261 3454261 OTHER SOURCES 611710 521965 521965 INTEREST & LATE CHARGES 611710 19594 19594 29419563 697454 697454 15486971 14540969 441735 946002 -441735 504267 504267 33995168 29419563 0 1201721 X 14347815 14347815 1202958 1012204 161368 29386 8683905 7302113 1170759 211033 67138 53198 12900 1040 634514 550107 68174 16233 647350 536565 94006 16779 130033 9471 120562 188889 188889 4291812 3590749 701063 75519 1740 73779 14119 14119 976793 938389 38404 783417 760201 21275 1941 901551 901551 1383584 1383584 839980 479873 360107 SUPPLIES 2093339 1688649 340166 64524 MISCELLANEOUS 341183 337548 3635 BAD DEBT 207712 207712 DUES 181017 107494 73523 53906 35739 13320 4847 38046534 33135439 4565312 345783 332692 430546 701235 82620 1084306 737073 909049 320703 228222 201734 189215 415642 544508 62656714 31066687 36933100 31590027 29388963 26771833 2660301 6825660 71691443 68655986 1601266 1957761 242769 118077 8884245 8370851 4887798 4466221 2884763 2929701 18500841 17842611 X 19288601 14839212 33902001 35974163 53190602 50813375 71691443 68655986 X -4051366 1615894 58245 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31483619 286798 3122896 6014073 28879240 31796460 269165 3695764 4277770 31483619 30236161 244780 3088145 1772626 31796460 30916100 178878 -4642809 1684346 24767823 23482391 110533 8449456 1142280 30900100 0.10450 0.39880 0.49670 1 0 624000 1821963 2445963 38395839 15082848 23312991 5545132 1531871 4013261 13980589 12247649 1732940 2289191 2204319 84872 31590027 BENEFICIAL INTEREST IN PERPETUAL TRUST 2659730 CASH SURRENDER VALUE OF LIFE INSURANCE 165930 ASSETS HELD FOR SALE 4000000 6825660 ADVANCES FROM THE FEDERAL GOVERNMENT 95465 STUDENT DEPOSITS 190595 ACCRUED INTEREST PAYABLE 124507 DEPOSITS HELD FOR OTHERS 19134 LINE OF CREDIT 2500000 2929701 X 21221823 1615894 1615894 19605929 188889 14200350 14389239 33995168 23599050 0 23599050 188889 14258595 14447484 38046534 PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 200 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE UNIVERSITY FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. THE UNIVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 14,258,595. CHANGE IN BENEFICIAL INTEREST -58,245. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 14,258,595. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE DISCRIMINATION POLICY IS IN THE STUDENT HANDBOOKS AND POSTED AT VARIOUS PLACES ACROSS CAMPUS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL TITLE IV FUNDS FOR STUDENT FINANCIAL AID TO AWARD TO STUDENTS. IT ALSO RECEIVES FUNDS FOR THE SUPPORT OF THESE STUDENTS AS WELL AS FUNDING FOR EARLY START HIGH SCHOOL STUDENT PROGRAM. X X X 1 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 TELEMARKETING 0 0 72111 -72111 72111 -72111 1 SCHOLARSHIPS 723 14347815 PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS UNION COLLEGE AWARDS FEDERAL, STATE, ENDOWED AND INSTITUTIONAL AWARDS TO ELIGIBLE STUDENTS ANNUALLY AS DETERMINED BY THE SPECIFIC REQUIREMENTS OF THE VARIOUS GRANTS AND AWARDS. THE FINANCIAL AID OFFICE MAINTAINS ALL DETAILS OF STUDENTS AWARDED, ELIGIBILITY CRITERIA AND AMOUNTS AWARDED. X X 1 1 X 0 0 0 0 0 0 0 0 0 DR MARCIA HAWKINS FORMER PRESIDENT (THRU 06/30/24) 151191 0 0 0 4770 0 1577 0 4672 0 162210 0 0 0 DR DONALD WASHINGTON PRESIDENT 118343 0 0 0 25951 0 2155 0 5499 0 151948 0 0 0 PART I, LINE 1A DR. WASHINGTON, AS PRESIDENT OF UNION, HAS AGREED AND IS OBLIGED AS A CONDITION OF HIS EMPLOYMENT, AND AS A BENEFIT TO UNION, TO RESIDE DURING THE TERM OF THIS AGREEMENT AT BALDWIN PLACE ON THE CAMPUS OF UNION COLLEGE.UNION SHALL PAY ALL UTILITIES, TAXES, INSURANCE AND EXPENSE OF MAINTENANCE AND UPKEEP FOR BALDWIN PLACE, INCLUDING BUT NOT LIMITED TO REPAIRING AND REMODELING BALDWIN PLACE IN ORDER TO KEEP IT AS A RESIDENCE BEFITTING A COLLEGE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL APPROVE ALL REPAIRS AND RENOVATIONS. THE UNIVERSITY COVERS TRAVEL EXPENSES FOR DR. WASHINGTON'S WIFE TO EVENTS WHERE HER PRESENCE, AS FIRST-LADY OF THE UNIVERSITY, IS EXPECTED OR REQUIRED. PART I, LINE 3 THE BOARD OF TRUSTEES APPROVES THE COMPENSATION FOR THE PRESIDENT AND ISSUES A CONTRACT. THE ADMINISTRATION APPROVES COMPENSATION FOR THE OTHER POSITIONS WHERE FACULTY RECEIVE A CONTRACT AND THE OTHERS RECEIVE AN EMPLOYMENT LETTER. A EDUCATIONAL BUILDING REFUNDING 616001779 2011-10-11 10295000 CAPITAL PROJECT 1 0 0 B EDUCATIONAL BUILDING BONDS 616001779 2015-03-27 4665000 CAPITAL PROJECT 1 0 0 A 3820000 10295000 201196 2500000 7593804 2011 0 0 1 1 B 1775000 4665000 169061 1500000 2995939 2015 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 1A THERE IS AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THAT HAS THE PROXY TO ACT ON BEHALF OF THE BOARD, INCLUDING TO MAKE AMENDMENTS TO BOARD VOTED DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VP OF FINANCE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR. THIS POLICY IS REVIEWED AT LEAST ANNUALLY. TRUSTEES WITH CONFLICTS ARE RECUSED FROM THE DISCUSSION AND VOTE IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SET AND APPROVED BY THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. COMPENSATION IS REVIEWED, APPROVED, AND DOCUMENTED PRIOR TO PROVIDING THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,590,749. MANAGEMENT AND GENERAL EXPENSES 701,063. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,291,812. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 58,245. CHARITABLE REMAINDER UNITRUST BENEFICIAL TRUST KY T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0