2025-03-21T13:12:48-05:00 2024-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-07-01 610731998 KENTUCKY COUNTRY DAY SCHOOL INC KENT 5024230440 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 ADAM BECKUM CFO 5024230440 2025-03-17 1 0 SARAH K ANTLE P01391676 5024269660 2025-03-13 2023 2025-03-06 01:10:19Z ADAM BECKUM 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 30128666 0 X WWW.KCD.ORG X 1972 KY CHALLENGE STUDENTS TO ACHIEVE ACADEMIC EXCELLENCE AND GAIN CONFIDENCE AND INTEGRITY. 24 24 302 200 172998 0 1695036 1421631 17183497 18601454 648391 1330779 470900 340606 19997824 21694470 0 0 0 0 13678827 14587144 0 0 708297 5727246 6225990 19406073 20813134 591751 881336 59727741 66040354 17710228 20715767 42017513 45324587 X KENTUCKY COUNTRY DAY SCHOOL CHALLENGES ITS STUDENTS TO ACHIEVE THEIR HIGHEST LEVEL OF ACADEMIC EXCELLENCE AND TO GROW INTO HONORABLE MEN AND WOMEN OF CONFIDENCE AND INTEGRITY. WE INSPIRE PERSONAL GROWTH THROUGH A DIVERSE COMMUNITY AND PARTICIPATION IN ARTS, ATHLETICS AND COMMUNITY SERVICE. BY DOING SO, KENTUCKY COUNTRY DAY SCHOOL PREPARES ITS STUDENTS TO LIVE SUCCESSFUL LIVES AND MAKE MEANINGFUL CONTRIBUTIONS TO SOCIETY. THIS MISSION IS SUMMED UP IN OUR MOTTO: CITIZEN, SCHOLAR, STEWARD. 0 0 16092016 18649256 ACADEMICS: KCD'S APPROXIMATELY 100 TEACHERS FOCUS ON PROVIDING STIMULATION FOR INDIVIDUAL EXPRESSION AND ACHIEVEMENTS FOR THE 800 STUDENTS ENROLLED IN GRADES K-12. TECHNOLOGY IS USED IN INSTRUCTION FROM AN EARLY AGE, AND ALL MIDDLE SCHOOL AND UPPER SCHOOL STUDENTS HAVE LAPTOPS FOR CLASSWORK AND ASSIGNMENTS. THE MAJORITY OF KCD'S UPPER SCHOOL STUDENTS ATTEND COLLEGE, INCLUDING MANY OF THE TOP COLLEGES AND UNIVERSITIES IN THE COUNTRY.ARTS: KCD STUDENTS OF ALL AGE LEVELS DEVELOP THEIR ARTISTIC, THEATRICAL AND MUSICAL TALENTS THROUGH A WIDE RANGE OF PROGRAMS, INCLUDING PERFORMANCE IN A 400 SEAT THEATER.ATHLETICS: KCD STUDENTS DEVELOP THEIR BODIES AND CHARACTERS THROUGH PARTICIPATION IN A VERY WIDE RANGE OF INTERSCHOLASTIC AND INTRAMURAL SPORTS PROGRAMS. 16092016 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 302 1 1 1 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 1 1 1 1 1 1 1 1 0 KY X ADAM BECKUM 5028144307 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 HANK ALFORD CHAIRMAN 3.00 X X 0 0 0 STUART WHITE VICE CHAIRMAN 1.00 X X 0 0 0 TRACEY JOHNSON TREASURER & SECRETARY 1.00 X X 0 0 0 RACHEL CAUDILL TRUSTEE 1.00 X 0 0 0 DR SWAPNA CHANDRAN TRUSTEE 1.00 X 0 0 0 NICOLE S COFFEY TRUSTEE 1.00 X 0 0 0 FRANCES MOORE SCHOLTZ TRUSTEE 1.00 X 0 0 0 ROSS COHEN TRUSTEE 1.00 X 0 0 0 SEEMA SINGAL TRUSTEE 1.00 X 0 0 0 RAMA TAMIMI TRUSTEE 1.00 X 0 0 0 WILLIAM BEAM JR TRUSTEE 1.00 X 0 0 0 PRESTON COPLEY TRUSTEE 1.00 X 0 0 0 LORENA HAITH TRUSTEE 1.00 X 0 0 0 BONITA BLACK TRUSTEE 1.00 X 0 0 0 DANIEL A HUNEKE TRUSTEE 1.00 X 0 0 0 DAVID MONACO TRUSTEE 1.00 X 0 0 0 ADAM ARRINGTON TRUSTEE 1.00 X 0 0 0 ASHLEY BACHELOR TRUSTEE 1.00 X 0 0 0 KAREN CRAIN TRUSTEE 1.00 X 0 0 0 TOM CROCKETT TRUSTEE 1.00 X 0 0 0 SYLVIA QUAYE TRUSTEE 1.00 X 0 0 0 ADAM STEMLE TRUSTEE 1.00 X 0 0 0 DR GURU PATTAR TRUSTEE 1.00 X 0 0 0 DR SHIRAAZ RAHMAN TRUSTEE 1.00 X 0 0 0 PETER HUESTIS HEAD OF SCHOOL 40.00 X 353993 0 33151 ADAM BECKUM CFO 40.00 X 185937 0 19655 AMY MENDEL ASSISTANT HEAD OF SCHOOL FOR ACADEMICS 40.00 X 140606 0 19741 GERALD LOEWEN MIDDLE SCHOOL DIVISION DIRECTOR 40.00 X 120665 0 25841 MARCHE HARRIS DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 132075 0 28537 KENT MARTIN UPPER SCHOOL DIVISION DIRECTOR 40.00 X 131888 0 27663 GENTRY EASLEY DEVELOPMENT DIRECTOR 40.00 X 134389 0 8165 MARY CHARLES COLLETT LOWER SCHOOL DIVISION DIRECTOR 40.00 X 111961 0 20614 1311514 0 183367 12 0 1 0 PARCO CONSTRUCTORS GROUP LLC PO BOX 99339 LOUISVILLE KY 40269 GENERAL CONTRACTOR 1338555 COMPASS GROUP USA (FLIK DINING SERVICES) PO BOX 91337 CHICAGO IL 60693 DINING SERVICES 995133 STITES & HARBISON 400 WEST MARKET STREET STE 180 LOUISVILLE KY 40202 LEGAL SERVICES 262093 NGT CORP - COVERALL SERVICE COMPANY PO BOX 641579 PITTSBURGH PA 15264 COMMERCIAL CLEANING SERVICES 193733 POTTER ARCHITECTS 333 EAST MAIN ST STE 500 LOUISVILLE KY 40202 ARCHITECTURAL SERVICES 169504 5 152242 1269389 11492 1421631 TUITION AND FEES 611710 17582603 17582603 AFTER SCHOOL PROGRAMS 611710 423337 423337 SUMMER PROGRAMS 611710 238015 238015 ARTS ACADEMY 611710 212991 212991 OTHER PROGRAMS 611710 85949 85949 58559 58559 18601454 755843 755843 172998 0 172998 172998 172998 8867688 8131608 161144 736080 -161144 574936 574936 18270 152242 49377 -31107 -31107 242980 92067 150913 150913 MISCELLANEOUS INCOME 900099 47802 47802 47802 21694470 18649256 172998 1450585 908441 138165 682462 87814 11426328 9573839 1511896 340593 637010 543412 71236 22362 781272 642593 130889 7790 834093 661064 144138 28891 268667 268667 36100 36100 81342 81342 37882 25947 10808 1127 83518 41759 41759 794436 656086 127934 10416 256325 245665 9668 992 1326160 1048865 231737 45558 266382 266382 1476847 1168044 258069 50734 140146 110841 24490 4815 INSTRUCTIONAL EXPENSES 753930 753930 OTHER OPERATONAL EXPENS 410754 324867 71776 14111 PROFESSIONAL DEVELOPMEN 137673 108886 24057 4730 BAD DEBTS 61170 61170 94658 48053 46605 20813134 16092016 4012821 708297 38111 47063 4728756 7428081 235332 578409 32485 13812 463299 633272 48533806 17975655 30076268 30558151 17319542 19381128 6833948 7400438 59727741 66040354 1666156 2207926 5261444 5062635 10557085 13288889 225543 156317 17710228 20715767 X 19404096 20295878 22613417 25028709 42017513 45324587 59727741 66040354 X 881336 1650815 774923 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23421101 91487 3479847 734825 26257610 21502812 598104 2026341 706156 23421101 24813899 100967 -2757462 654592 21502812 19011625 144994 6253779 596499 24813899 18328791 139749 738698 595613 19011625 0.06850 0.63050 0.30100 1 0 658970 658970 39511107 13131338 26379769 6031140 4057713 1973427 2332589 786604 1545985 30558151 OTHER RECEIVABLES 480860 BENEFICIAL INTEREST IN CHARTIABLE TRUSTS 6876482 OPERATING LEASE RIGHT-OF-USE ASSETS 43096 7400438 DEPOSITS HELD FOR OTHERS 102564 OPERATING LEASE LIABILITIES 43096 FINANCE LEASE LIABILITY 10657 156317 X 24180310 1650815 916367 2567182 21613128 81342 81342 21694470 20873236 141444 141444 20731792 81342 81342 20813134 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO SUPPORT OPERATIONS. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2024 AND 2023, THE SCHOOL DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 774,923. COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 141,444. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 141,444. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICIES ARE PUBLICIZED THROUGH ADVERTISEMENT BOTH IN PRINT AND BROADCAST. KCDATE AUCTION 170512 152242 18270 18767 2824 9300 18486 170512 152242 18270 18767 2824 9300 18486 49377 -31107 242980 92067 0 242980 92067 92067 150913 KY 1 0 1 0 1.00000 SHERI NILSSON 4100 SPRINGDALE ROAD LOUSIVILE KY 40241 0 GENTRY EASLEY OVERSEES DISTRIBUTION AND COLLECTION OF RAFFLE TICKETS, DEPOSITS MONEY FROM SALES OF RAFFLE TICKETS AND FILES CHARITABLE GAMING REPORTS WITH THE STATE. X 0 1 X X X X 0 0 0 0 0 0 0 1 0 PETER HUESTIS HEAD OF SCHOOL 333993 0 20000 0 0 0 22500 0 10651 0 387144 0 0 0 ADAM BECKUM CFO 185937 0 0 0 0 0 11376 0 8279 0 205592 0 0 0 MARCHE HARRIS DIRECTOR OF ENROLLMENT MANAGEMENT 132075 0 0 0 0 0 10590 0 17947 0 160612 0 0 0 AMY MENDEL ASSISTANT HEAD OF SCHOOL FOR ACADEMI 140606 0 0 0 0 0 10908 0 8833 0 160347 0 0 0 KENT MARTIN UPPER SCHOOL DIVISION DIRECTOR 131888 0 0 0 0 0 10616 0 17047 0 159551 0 0 0 PART I, LINE 7 THE HEAD OF SCHOOL'S ANNUAL BONUS IS BASED ON PREDETERMINED SCHOOL OBJECTIVES ESTABLISHED AN DAPPROVED ANNUALLY BY THE BOARD OF TRUSTEES. A CITY OF BROWNSBORO FARM KENTUCKY 610845788 2021-04-29 13500000 EDUCATIONAL FACILITIES REVENUE BONDS AND REFUNDING OF PRIOR BONDS. 0 0 0 A 13499573 270091 255022 11023650 1950000 1 0 0 1 A 0 0 0 0 0.03160 0.03160 0 0 1 A 0 0 0 1 1 0 0 0 0 A 0 PART II, LINE 3: DRAW PERIOD ENDED IN MAY 2024 PETER HUESTIS OFFICER - HEAD OF SCHOOL 27467 DISCOUNTED TUITION FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND THE FINANCE COMMITTEE. THE 990 IS ONLY APPROVED BY THE FINANCE COMMITTEE. ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KCD CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLECT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE COMPLETED AND SIGNED BY TRUSTEES, CERTAIN OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 A SPECIAL COMPENSATION COMMITTEE (TYPICALLY CONSISTING OF THE EXECUTIVE COMMITTEE OF THE BOARD UNDER GUIDANCE OF THE CHAIRMAN) REVIEWS COMPARABLE DATA AND INDEPENDENT FINDINGS BEFORE ESTABLISHING THE COMPENSATION OF THE HEAD OF SCHOOL. THE HEAD OF SCHOOL DETERMINES THE OFFICERS' COMPENSATION. THE HEAD OF SCHOOL TAKES INTO CONSIDERATION REPORTS FROM INDEPENDENT SCHOOL DATA EXCHANGE (INDEX), NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), MARKET CONSIDERATIONS (SUCH AS SIMILAR POSITIONS AT OTHER SCHOOLS), PERFORMANCE AND THE OVERALL COMPENSATION POOL. FORM 990, PART VI, SECTION C, LINE 19 KENTUCKY COUNTRY DAY SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTERET POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUST 774,923. FORM 990, PART XII, LINE 2C: THE ORGANIZATION FORMED AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.