2026-05-12T06:55:19-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2024-07-01 610444788 UNIVERSITY OF PIKEVILLE UNIV 6062185250 147 SYCAMORE STREET PIKEVILLE KY 41501 BARRY BENTLEY VP FINANCE & BUSINESS AFFAIRS 6062185250 2026-05-11 1 0 BRYAN PAUTSCH P00034913 8592552341 2026-05-11 2024 2025-03-06 01:10:19Z DR BURTON WEBB 147 SYCAMORE STREET PIKEVILLE KY 41501 93154691 0 X WWW.UPIKE.EDU X 1889 KY UNDERGRADUATE AND OSTEOPATHIC MEDICAL EDUCATION OF STUDENTS PRIMARILY FROM APPALACHIA. 23 22 1228 22 0 0 6339015 9812339 76230429 79176710 1442916 2815477 2001510 1350165 86013870 93154691 14422552 15083473 0 0 34758104 38404902 0 0 1430150 34742543 36774776 83923199 90263151 2090671 2891540 199847113 210727414 90844576 96191704 109002537 114535710 X THE UNIVERSITY OF PIKEVILLE IS THE LEADING HIGHER EDUCATION INSTITUTION OF CENTRAL APPALACHIA. FOUNDED IN 1889, UPIKE REMAINS STEADFAST IN OUR COMMITMENT TO PREPARING STUDENTS FOR THE FUTURE WHILE CREATING INTELLECTUAL, CULTURAL, AND ECONOMIC OPPORTUNITIES FOR APPALACHIA. MAINTAINING OUR COMMITMENT TO CHRISTIAN PRINCIPLES, UPIKE RECOGNIZES THE INFINITE WORTH OF EACH PERSON, RESPECTING A VARIETY OF RELIGIOUS EXPRESSIONS. 0 0 51614670 15083473 72308679 INSTRUCTIONAL - INCLUDES ALL ACTIVITIES THAT ARE PART OF THE INSTITUTION'S PRIMARY MISSION.THE UNIVERSITY OF PIKEVILLE IS COMPOSED OF THE COLLEGE OF ARTS AND SCIENCES, THE COLEMAN COLLEGE OF BUSINESS, THE COLLEGE OF NURSING AND HUMAN SERVICES, THE KENTUCKY COLLEGE OF OPTOMETRY, THE KENTUCKY COLLEGE OF OSTEOPATHIC MEDICINE, AND THE TANNER COLLEGE OF DENTAL MEDICINE. SINCE OUR FOUNDING, 16,585 UPIKE ALUMNI HAVE GONE ON TO BECOME LEADERS IN BUSINESS, EDUCATION, LAW, MEDICINE, AND MANY OTHER FIELDS. THE UNIVERSITY OF PIKEVILLE OFFERS AN OUTSTANDING LIBERAL ARTS BASED EDUCATION WITH 30 BACHELOR DEGREE PROGRAMS, FIVE ASSOCIATE DEGREE PROGRAMS, NINE CERTIFICATE PROGRAMS, THREE MASTER'S PROGRAMS, AND TWO PROFESSIONAL PROGRAMS. STUDY ABROAD, EXPERIENTIAL AND SERVICE LEARNING, AND ATHLETIC OPPORTUNITIES ARE CENTRAL TO THE UPIKE EXPERIENCE AND STUDENT SUCCESS. FROM OUR FACULTY AND STAFF - WHO ARE THE HEART OF THE INSTITUTION - TO OUR BOARD OF TRUSTEES, ALUMNI, AND FRIENDS, WE STAND TOGETHER IN CHARTING THE COURSE AS THE LEADING UNIVERSITY OF CENTRAL APPALACHIA. 8983326 5802359 AUXILIARY ENTERPRISES - FOOD SERVICE, STUDENT, AND PUBLIC SERVICE. 15427710 1985377 STUDENT SERVICES AND ACADEMIC SUPPORT - INCLUDES FUNDS FOR OFFICES OF ADMISSIONS AND REGISTRAR WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT ENROLLMENT AND CLASS SCHEDULES. STUDENT SERVICES CONTRIBUTE TO THE EMOTIONAL AND PHYSICAL WELL-BEING OF THE STUDENTS. 76025706 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 1 448 0 1 1228 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 6062185250 147 SYCAMORE STREET PIKEVILLE KY 41501 BURTON J WEBB PRESIDENT 40.00 X X 390420 0 75621 TERRY L DOTSON CHAIRMAN 10.00 X 0 0 0 M LYNN PARRISH VICE CHAIRMAN 2.00 X 0 0 0 DANIEL P STRATTON SECRETARY 2.00 X 0 0 0 NANCY HORN BARKER TRUSTEE 2.00 X 0 0 0 MARCIA CASSADY TRUSTEE 2.00 X 0 0 0 HARDING E DAWAHARE TRUSTEE 2.00 X 0 0 0 LARRY FORESTER TRUSTEE 2.00 X 0 0 0 W ALLEN GILLUM TRUSTEE 2.00 X 0 0 0 JEAN R HALE TRUSTEE 2.00 X 0 0 0 DAVID L HARRIS JR TRUSTEE 2.00 X 0 0 0 GREGORY HARRIS DO TRUSTEE 2.00 X 0 0 0 JODY JOHNSON DO TRUSTEE 2.00 X 0 0 0 KANSAS JUSTICE TRUSTEE 2.00 X 0 0 0 MARK LYNN OD TRUSTEE 2.00 X 0 0 0 REED D POTTER JR TRUSTEE 2.00 X 0 0 0 JOHN RASNICK TRUSTEE 2.00 X 0 0 0 LOGAN RITCHHART OD TRUSTEE 2.00 X 0 0 0 RAKESH SACHDEVA MD TRUSTEE 2.00 X 0 0 0 RICHARD A STURGILL TRUSTEE 2.00 X 0 0 0 GREGORY VANCE DMD TRUSTEE 2.00 X 0 0 0 E BRUCE WALTERS II TRUSTEE 2.00 X 0 0 0 JANICE SWORD WAY TRUSTEE 2.00 X 0 0 0 JOE KINGERY DEAN - KYCOM 40.00 X 381439 0 71841 LOREDANA WERTH EXECUTIVE VICE PRESIDENT & CHIEF STRATEGY OFFICER 40.00 X 297230 0 65590 BARRY BENTLEY EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER 40.00 1.00 X 271776 0 59753 JILL KEATON DEAN OF TANNER COLLEGE OF 40.00 X 320770 0 60250 RENEE REEDER DEAN - KYCO 40.00 X 294446 0 61910 LAURA GRIFFIN ASSOCIATE DEAN OF OPP INTE 40.00 X 291504 0 55466 MALESHEA HOPKINS ASSOCIATE DEAN FOR CLINICA 40.00 X 264669 0 62493 MICHAEL CARNES ASSOCIATE PROFESSOR OF OPP 40.00 X 262165 0 65590 ANTOINETTE JUSTICE ASSOCIATE DEAN OF OSTEOPAT 40.00 X 264958 0 62928 DAMIAN COLE ASSISTANT PROFESSOR OF OPP 40.00 X 231335 0 49204 3270712 0 690646 61 0 1 0 ARAMARK MANAGEMENT SERVICES 2300 WARRENVILLE ROAD CHICAGO IL 60515 FOOD AND CLEANING 4894431 CHAMPLIN HAUPT ARCHITECTS 720 E PETE ROSE WAY STE 140 CINCINNATI OH 45202 ARCHITECTURE 3966955 RISING SUN DEVELOPING INC 2555 PALUMBO DR UNIT 110 LEXINGTON KY 40509 CONSTRUCTION 941347 TRANE US INC 360 E VINE ST STE 200 LEXINGTON KY 40507 HVAC 525204 PREMIUM CONTRACTING 369 INDUSTRIAL DR PIKEVILLE KY 41501 CONSTRUCTION 400637 55 3034317 6778022 74142 9812339 TUITION & FEES 611310 72308679 72308679 AUXILIARY SERVICES 611310 5802359 5802359 SALES & SERVICES 611310 713452 713452 FINES & OTHER CHARGES 611310 352220 352220 79176710 2814977 2814977 264210 264210 166250 0 166250 166250 166250 500 0 500 500 500 OTHER REVENUE 611310 919705 919705 919705 93154691 80096415 0 3245937 15083473 15083473 2102888 1734657 320691 47540 24648201 20332119 3758856 557226 1859659 1534019 283598 42042 7652751 6312698 1167046 173007 2141403 1766428 326564 48411 166824 15444 151380 99518 12083 87435 144225 144225 7294894 6836196 425326 33372 306367 52180 232707 21480 107421 57529 16423 33469 2320338 2003582 311520 5236 2339268 2171204 88033 80031 2406204 1915046 486842 4316 1244046 731146 511733 1167 FACILITIES MANAGEMENT 10126555 8331915 1755250 39390 MATERIALS & SUPPLIES 4321437 3668592 615740 37105 MEMBERSHIPS & SUBSCRIPT 1429230 1137804 181304 110122 FEES 1093548 23472 1069460 616 3374901 2306119 873162 195620 90263151 76025706 12807295 1430150 26080174 24616020 1797049 3586788 1086859 2211321 6410547 6410547 2322690 2071439 205176894 73240298 126146638 131936596 27281485 29708297 836082 836082 217946 227462 7667643 9122862 199847113 210727414 6915821 7513194 2285109 4651515 80723499 82606906 920147 1420089 90844576 96191704 X 54858024 57746553 54144513 56789157 109002537 114535710 199847113 210727414 X 2891540 2349580 292053 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34039524 1010579 4423005 1874900 177128 37421080 30539068 95946 4727053 1170576 151967 34039524 26197113 2246600 3330286 1101672 133259 30539068 29173184 1221919 -2900471 1161029 136490 26197113 23599634 542216 6241402 1081947 128121 29173184 0.08616 0.46310 0.45074 1 0 26230067 26230067 150566826 62049974 88516852 26385183 10481324 15903859 1994818 709000 1285818 131936596 ANNUITY LIABILITIES 10008 OPERATING LEASES PAYABLE 1410081 1420089 PART V, LINE 4: THE ENDOWMENT IS A POOL OF ASSETS THAT, AS DIRECTED BY RESTRICTIONS OF DONORS (PERMANENT ENDOWMENT) OR DECISIONS OF THE BOARD OF TRUSTEES (QUASI ENDOWMENT), IS TO BE HELD IN PERPETUITY FOR THE BENEFIT OF THE UNIVERSITY AND ITS ONGOING PROGRAMS. A KEY PART OF THE UNIVERSITY'S LONG-TERM FINANCIAL STRATEGY IS TO DEVELOP AND MAINTAIN A COMPETITIVE ADVANTAGE IN ITS CAPITAL BASE, IN PARTICULAR THE ENDOWMENT. THE BOARD STRIVES TO MEET THE CURRENT FINANCIAL NEEDS OF THE UNIVERSITY AND TO SUPPORT CURRENT OPERATIONS WITH THE LONG TERM GOAL OF DEVELOPING AND MAINTAINING A STRATEGIC ADVANTAGE COMPARED TO INSTITUTIONS WITH WHICH THE UNIVERSITY COMPETES FOR STUDENTS AND FACULTY. IN PARTICULAR, THE CONTINUED GROWTH OF THE ENDOWMENT IS THE UNIVERSITY'S STRONGEST COMPETITIVE ADVANTAGE TO FUND SCHOLARSHIPS AND FINANCIAL AID ESSENTIAL TO ATTRACT THE MOST TALENTED PROSPECTIVE STUDENTS. 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 NONDISCRIMINATORY POLICY IS PRINTED IN THE UNIVERSITY HANDBOOK. EVERY STUDENT RECEIVES A COPY DURING REGISTRATION. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES NO DIRECT ASSISTANCE OR FINANCIAL AID FROM THE GOVERNMENT, HOWEVER THE UNIVERSITY DOES ACT AS A FIDUCIARY BETWEEN GOVERNMENT AGENCIES AND THE STUDENTS IT SERVES. ALL FINANCIAL AID RECEIVED BY THE UNIVERSITY IS ON BEHALF OF INDIVIDUAL STUDENTS. 1 INSTITUTIONAL SCHOLARSHIPS 3075 15083473 PART I, LINE 2: UNIVERSITY OF PIKEVILLE MONITORS THE USE OF GRANT FUNDS BY ENTERING EACH STUDENT AND THEIR INSTITUTIONAL SCHOLARSHIP ON THE UNIVERSITY'S ACCOUNTING SOFTWARE, ELLUCIAN COLLEAGUE. SCHOLARSHIPS ARE GRANTED BASED ON CRITERIA SET FORTH BY THE UNIVERSITY ADMINISTRATION AND FINANCIAL AID OFFICE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 BURTON J WEBB PRESIDENT 390420 0 0 0 0 0 27600 0 48021 0 466041 0 0 0 JOE KINGERY DEAN - KYCOM 381439 0 0 0 0 0 20924 0 50917 0 453280 0 0 0 JILL KEATON DEAN OF TANNER COLLEGE OF 320770 0 0 0 0 0 25544 0 34706 0 381020 0 0 0 LOREDANA WERTH EXECUTIVE VICE PRESIDENT & CHIEF STR 297230 0 0 0 0 0 20979 0 44611 0 362820 0 0 0 RENEE REEDER DEAN - KYCO 294446 0 0 0 0 0 23556 0 38354 0 356356 0 0 0 LAURA GRIFFIN ASSOCIATE DEAN OF OPP INTE 291504 0 0 0 0 0 23223 0 32243 0 346970 0 0 0 BARRY BENTLEY EXECUTIVE VICE PRESIDENT & CHIEF FIN 271776 0 0 0 0 0 19685 0 40068 0 331529 0 0 0 ANTOINETTE JUSTICE ASSOCIATE DEAN OF OSTEOPAT 264958 0 0 0 0 0 21184 0 41744 0 327886 0 0 0 MICHAEL CARNES ASSOCIATE PROFESSOR OF OPP 262165 0 0 0 0 0 20973 0 44617 0 327755 0 0 0 MALESHEA HOPKINS ASSOCIATE DEAN FOR CLINICA 264669 0 0 0 0 0 20749 0 41744 0 327162 0 0 0 DAMIAN COLE ASSISTANT PROFESSOR OF OPP 231335 0 0 0 0 0 14894 0 34310 0 280539 0 0 0 PART I, LINE 1A ON CAMPUS HOUSING IS PROVIDED FOR THE PRESIDENT AND CHANCELLOR OF THE UNIVERSITY FOR THE CONVENIENCE OF THE UNIVERSITY AND IS REQUIRED AS A CONDITION OF THE PRESIDENT'S EMPLOYMENT. RAKESH SACHDEVA TRUSTEE 189141 INTEREST EXPENSE PAID ON DEBT ASSOCIATED WITH PROPERTY PURCHASE 0 JOHN RASNICK TRUSTEE 281050 ARCHITECTURAL SERVICES 0 X 924 FAIR MARKET VALUE X 2 31521 FAIR MARKET VALUE X 1128 41147 FAIR MARKET VALUE X SUPPLIES 21 550 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THIS SCHEDULE REFLECTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 LOCATED IN THE HEART OF CENTRAL APPALACHIA, THE UNIVERSITY OF PIKEVILLE WAS FOUNDED BY MISSIONARIES TO EDUCATE THE "YOUTH OF THE MOUNTAINS." WITH CONSECUTIVE RECORD ENROLLMENTS, THE UNIVERSITY, OR UPIKE, IS ONE OF THE FASTEST GROWING FOUR-YEAR INSTITUTIONS IN THE SOUTH. THE COLLEGE OF ARTS AND SCIENCES, THE COLEMAN COLLEGE OF BUSINESS, THE KENTUCKY COLLEGE OF OSTEOPATHIC MEDICINE, AND THE COLLEGE OF OPTOMETRY PROVIDE EDUCATIONAL OPPORTUNITIES TO ALMOST 2,600 STUDENTS FROM 47 STATES AND 33 COUNTRIES INCLUDING APPROXIMATELY 1,600 UNDERGRADUATES, 200 MASTER'S STUDENTS, AND 800 PROFESSIONAL DOCTORAL STUDENTS. FORTY-SIX PERCENT OF OUR UNDERGRADUATE STUDENTS ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. ALMOST ALL RECEIVE SOME FORM OF FINANCIAL AID. OUR 137-YEAR HISTORY IS BUILT ON FAITH, A COMMITMENT TO STUDENT LEARNING AND SERVICE TO THE REGION. WE ARE AN OPPORTUNITY SCHOOL, PROVIDING A QUALITY, AFFORDABLE EDUCATION, MENTORING AND SUPPORT TO A DIVERSE COMMUNITY OF LEARNERS. AS A CAMPUS FAMILY, OUR MISSION HAS A SPECIAL SIGNIFICANCE. WE BELIEVE IN IT. WE LIVE IT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED IN THE BYLAWS TO EXERCISE ALL THE POWERS OF THE BOARD IN ANY MATTERS OF AN EMERGENCY NATURE NOT INCONSISTENT WITH THE ACTS AND RESOLUTIONS OF THE FULL BOARD AND INSOFAR AS THEY DO NOT CONFLICT WITH THE FIXED DUTIES AND RESPONSIBILITIES OF THE OTHER STANDING COMMITTEES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ONCE COMPLETED, THE FORM 990 IS REVIEWED BY THE BUSINESS AFFAIRS COMMITTEE WHICH THEN RECOMMENDS APPROVAL BY THE FULL BOARD. IF APPROVAL IS REQUIRED BETWEEN REGULARLY SCHEDULED BOARD MEETINGS, THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE BUSINESS AFFAIRS COMMITTEE WHO THEN ACKNOWLEDGE ACCEPTANCE BY RETURN EMAIL. THE ORGANIZATION PLANS TO HOLD BOARD MEETINGS IN FUTURE YEARS IN WHICH THE ENTIRE BOARD WILL REVIEW FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO CONSUMMATING A TRANSACTION OR ACTING UPON A MATTER INVOLVING THE POSSIBLE EXISTENCE OF A DUALITY OR CONFLICT OF INTEREST, THE INDIVIDUAL INVOLVED SHALL MAKE A FULL DISCLOSURE OF ALL RELEVANT FACTS. IN THE CASE OF THE PRESIDENT OF THE UNIVERSITY, SUCH DISCLOSURE WILL BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. DISCLOSURE SHALL BE MADE TO THE HUMAN RESOURCES DEPARTMENT BY OTHER EMPLOYEES WITH EXECUTIVE OR ADMINISTRATIVE RESPONSIBILITIES. IN ADDITION, SUCH INDIVIDUALS SHALL PERIODICALLY REPORT IN A SIMILAR MANNER ALL AFFILIATIONS, WHETHER AS AN OWNER, DIRECTOR, OFFICER, PARTNER, MANAGEMENT EMPLOYEE, CONSULTANT OR OTHER SIGNIFICANT RELATIONSHIP INVOLVING OWNERSHIP OR GOVERNANCE, WITH ANY OTHER FOR-PROFIT OR NON-PROFIT ENTITY, (I) FROM WHICH THE UNIVERSITY OBTAINS OR MAY BE EXPECTED TO OBTAIN GOODS OR SERVICES; (II) TO WHICH THE UNIVERSITY PROVIDES OR MAY BE EXPECTED TO PROVIDE GOODS OR SERVICES; OR (III) WHICH COMPETES OR MAY BE EXPECTED TO COMPETE IN ANY RESPECT WITH THE UNIVERSITY. ANY SUCH EXISTING OR POTENTIAL RELATIONSHIP WITH A SUBSIDIARY, JOINT VENTURE OR THE LIKE SHOULD BE DISCLOSED AS WELL. THE TERM "GOODS OR SERVICES" INCLUDES COMMERCIAL, INDUSTRIAL, BANKING AND PROFESSIONAL SERVICES OR GOODS. INDIVIDUALS WITH A CONFLICT OF INTEREST DO NOT VOTE ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PERFORMANCE OF THE PRESIDENT ANNUALLY AND RECOMMENDS ANY CHANGES IN HIS COMPENSATION. TYPICALLY THEY REVIEW EXECUTIVE COMPENSATION STUDIES FROM SOURCES LIKE THE KENTUCKY COUNCIL ON POST-SECONDARY EDUCATION (CPE), CUPA-HR AND YAFFE. THE BOARD ACTS ON THE RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE BY RESOLUTION. KEY EMPLOYEES COMPENSATION IS SET UPON REVIEW OF SIMILAR STUDIES AND APPROVED BY THE BOARD AS A PART OF THE PRESIDENT'S RECOMMENDED ANNUAL BUDGET. IN ADDITION TO THE ABOVE MENTIONED STUDIES, THE COLLEGE OF OSTEOPATHIC MEDICINE REVIEWS SPECIFIC SALARY STUDIES RELATED TO MEDICAL EDUCATION IN SETTING PROFESSIONAL COMPENSATION. THESE COMPENSATION LEVELS ARE ALSO APPROVED BY THE BOARD IN APPROVING THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ANNUITY LIABILITY ADJUSTMENT -1,968. CHANGE IN INTEREST IN ASSETS HELD BY OTHERS 294,021. FORM 990, PART XII, LINE 2C: THE PROCESSES FOR SELECTING AN INDEPENDENT AUDITOR AND OVERSEEING THE AUDIT HAVE NOT CHANGED DURING THE TAX YEAR. UPIKE REAL PROPERTIES LLC 147 SYCAMORE STREET PIKEVILLE KY 41501 HOLDING OF REAL ESTATE IN SUPPORT OF UNIVERSITY KY 0 4550000 UNIVERSITY OF PIKEVILLE UP REAL ESTATE INC 849 HAMBLEY BOULEVARD PIKEVILLE KY 41501 882414624 REAL ESTATE KY 501(C)(3) LINE 12B, II UNIVERSITY OF PIKEVILLE 1 CHARITABLE REMAINDER TRUST(1) BENEFICIAL TRUST KY N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 UP REAL ESTATE INC K 129225 FMV