2024-05-15T09:26:01-05:00 2023-06-30 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2022-07-01 610444763 LINDSEY WILSON COLLEGE LIND 2703848100 210 LINDSEY WILSON STREET COLUMBIA KY 42728 MARK COLEMAN VP OF ADMIN AND FINANCE 2703848100 2024-05-14 1 MARK COLEMAN 999009999 0 WILLIAM G MEYER III P00171030 5025851600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM T LUCKEY JR 210 LINDSEY WILSON STREET COLUMBIA KY 42728 80478408 0 X WWW.LINDSEY.EDU X 1952 KY THE MISSION OF LINDSEY WILSON COLLEGE IS TO SERVE THE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A LIVING-LEARNING ENVIRONMENT WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN WHERE EVERY STUDENT, EVERY DAY, LEARNS AND GROWS AND FEELS LIKE A REAL HUMAN BEING. 34 18 1051 5 579083 0 11608917 4550300 58719478 66754788 2136355 2612012 488730 1014318 72953480 74931418 30122087 27456670 0 0 23740593 21343982 0 0 450427 14991820 18279351 68854500 67080003 4098980 7851415 101981952 115555996 26147037 28444434 75834915 87111562 THE MISSION OF LINDSEY WILSON COLLEGE IS TO SERVE THE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A LIVING-LEARNING ENVIRONMENT WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN WHERE EVERY STUDENT, EVERY DAY, LEARNS AND GROWS AND FEELS LIKE A REAL HUMAN BEING. 0 0 60630557 27456670 67190023 HIGHER EDUCATION: 3,097 FULL AND PART TIME STUDENTS ENROLLED IN UNDERGRADUATE AND GRADUATE CLASSES: 757 DEGREES BESTOWED IN THE ACADEMIC YEAR. 60630557 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 70 0 1 1051 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 18 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 1 0 0 KY X MARK COLEMAN 2703848040 210 LINDSEY WILSON STREET COLUMBIA KY 42728 DR WILLIAM T LUCKEY JR PRESIDENT 40.00 X X 421387 0 56908 DR GREG PHELPS FACULTY REPRESENTATIVE 40.00 X 46728 0 12441 DR ALLAN PARNELL CHAIRMAN 1.00 X X 0 0 0 MR S ODEN HOWELL JR VICE-CHAIRMAN 1.00 X X 0 0 0 MR DANNY PYLES SECRETARY 1.00 X X 0 0 0 MR BJ BURNETT BOARD MEMBER 1.00 X 0 0 0 MRS CARRIE L FARRIS BOARD MEMBER 1.00 X 0 0 0 MR JAMES R FUGITTE BOARD MEMBER 1.00 X 0 0 0 DR JOHN HATTON BOARD MEMBER 1.00 X 0 0 0 MS LINDA KING BOARD MEMBER 1.00 X 0 0 0 MRS AMANDA G MAIN BOARD MEMBER 1.00 X 0 0 0 MR CECIL MARTIN BOARD MEMBER 1.00 X 0 0 0 DR CLARENDA PHILLIPS BOARD MEMBER 1.00 X 0 0 0 MR RAYMOND SMITH BOARD MEMBER 1.00 X 0 0 0 MR DAN ANTLE BOARD MEMBER 1.00 X 0 0 0 MR CHRISTOPHER ESTES BOARD MEMBER 1.00 X 0 0 0 MR C CLEVELAND GAMBILL BOARD MEMBER 1.00 X 0 0 0 DR ROBERT GOODIN BOARD MEMBER 1.00 X 0 0 0 DR JENEAN HAMPTON BOARD MEMBER 1.00 X 0 0 0 DR BRUCE HARRIS BOARD MEMBER 1.00 X 0 0 0 DR CAROL MARRA BOARD MEMBER 1.00 X 0 0 0 MR ANDREW SKIPPER MARTIN BOARD MEMBER 1.00 X 0 0 0 DR KENDRICK MCCANDLESS BOARD MEMBER 1.00 X 0 0 0 DR JERRY MCCANDLESS BOARD MEMBER 1.00 X 0 0 0 MR TROY MIZELL BOARD MEMBER 1.00 X 0 0 0 MR DAVID PERRY BOARD MEMBER 1.00 X 0 0 0 DR JAMES J PIKE BOARD MEMBER 1.00 X 0 0 0 MR DANNY RIGNEY BOARD MEMBER 1.00 X 0 0 0 MR J BRIAN SHIRLEY BOARD MEMBER 1.00 X 0 0 0 DR CAL TURNER JR BOARD MEMBER 1.00 X 0 0 0 MR LEONARD FAIRLEY BOARD MEMBER 1.00 X 0 0 0 DR JOHN BEGLEY BOARD MEMBER 1.00 X 0 0 0 MS CHARLOTTE ARCHERY SGA REPRESENTATIVE 1.00 X 0 0 0 REV JAY SMITH BOARD MEMBER 1.00 X 0 0 0 DR PATRICE CALLERY FACULTY REPRESENTATIVE 1.00 X 0 0 0 DR PATRICIA PARRISH VP FOR ACADEMIC AFFAIRS 40.00 X 158148 0 18532 MR MARK COLEMAN VP FOR ADMINISTRATION AND 40.00 X 168364 0 18457 DR LENDELL DEAN ADAMS VP FOR STUDENTS SERVICES 40.00 X 156700 0 9272 MR KEVIN THOMPSON VP FOR DEVELOPMENT 40.00 X 125245 0 16677 DR PHILIP YOHO VP FOR SPECIAL PROGRAMS 40.00 X 173434 0 17977 1250006 0 150264 6 0 1 0 MALACHI GLOBAL PATHWAY GROUP INC 632 LOOKOUT ROAD 11362 ZEPHYR COVER NV 89448 RECRUITING 1237950 SYSCOLOUISVILLE FOOD SERVICE PO BOX 32470 LOUISVILLE KY 40232 FOOD SERVICES 961283 VITALSOURCE TECHNOLOGIES LLC DBA VERBA S 701 SUTTER ST FLOOR 6 SAN FRANCISCO CA 94109 BOOKS 261623 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DR CHICAGO IL 60693 TECHNOLOGY 250620 THE MOTZ GROUP INC 3607 CHURCH ST CINCINNATI OH 45244 FIELD TURF 213162 5 1070654 3479646 12340 4550300 TUITION AND FEES 611310 55542568 55542568 ROOM AND BOARD 611310 8933921 8933921 BOOK STORE AND ANCILLARY SERVICES 611310 2278299 1699216 579083 66754788 1419338 1419338 6739364 300 5546990 0 1192374 300 1192674 1192674 OTHER REVENUE 611310 934139 934139 RECOVERY OF BAD DEBT 900099 80179 80179 1014318 74931418 67190023 579083 2612012 27456670 27456670 1400269 593231 665116 141922 14460246 13235024 1123521 101701 600697 576387 20810 3500 3404659 3095656 274464 34539 1478111 1355272 105014 17825 4902 4902 88150 88150 150562 150562 260867 205919 5745 49203 495606 462526 30521 2559 572598 201052 371497 49 2984457 2840971 143486 1580164 1509771 61179 9214 9434 9309 125 859810 617471 242339 1941930 1885437 51769 4724 727263 672405 50933 3925 ALL OTHER EXPENSES 5900277 3700096 2118915 81266 FOOD SERVICE 1162543 1162543 SUPPLIES 961133 961133 BAD DEBT 467353 467353 112302 89684 22618 67080003 60630557 5999019 450427 12196850 15623285 997162 3598432 2305026 3743125 719570 782683 275270 271732 179703 179402 99222890 50168930 49730441 49053960 32183956 38241676 2019304 2451098 1374670 1610603 101981952 115555996 2327558 3877262 2901701 4320555 17860000 16675000 175694 155118 2882084 3416499 26147037 28444434 X 46134429 52811692 29700486 34299870 75834915 87111562 101981952 115555996 X 7851415 3300887 124345 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32761864 801932 4744742 1368076 36940462 37179682 1529090 -4723223 1223685 32761864 27982018 610824 9840565 1253725 37179682 27613291 499423 1012537 1143233 27982018 25849431 412957 2528883 1177980 27613291 0.18476 0.43390 0.38134 1 0 6071134 6071134 73917503 34257098 39660405 15998450 13271808 2726642 3235803 2640024 595779 49053960 ANNUITIES PAYABLE 167353 OTHER LIABILITIES 764637 ADVANCES FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 201742 LEASE LIABILITY - OPERATING 1587769 BOND PREMIUM NET OF AMORTIZATION 694998 3416499 X 56658773 3300887 5630992 8931879 47726894 150562 27053962 27204524 74931418 45382126 5506647 5506647 39875479 150562 27053962 27204524 67080003 PART X, LINE 2: THE COLLEGE IS A NONPROFIT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE COLLEGE HAS HAD UNRELATED BUSINESS REVENUES, BUT NO NET PROFIT WAS DERIVED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST IN BENEFICIAL TRUST HELD BY OTHERS 124,345. ERC REFUND 5,506,647. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 27,053,962. PART XII, LINE 2D - OTHER ADJUSTMENTS: ERC REFUND 5,506,647. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS GRANTED 27,053,962. SCHEDULE D, PART V, LINE 4 FUNDS PROVIDED BY THE COLLEGE FOR STUDENT ACADEMIC AND ATHLETIC SCHOLARSHIPS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS REFERENCED IN PRINT MATERIALS FROM ADMISSIONS AND IN THE COLLEGE CATALOG WHICH IS AVAILABLE ON THE COLLEGE WEBSITE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: LINDSEY WILSON COLLEGE RECEIVES FEDERAL STUDENT AID FUNDS FROM THE TITLE IV PROGRAM (PELL GRANTS, SEOG, DIRECT LOANS, FEDERAL WORK STUDY AND TEACH GRANTS), THE DEPARTMENT OF VETERAN AFFAIRS (VOC REHAB, POST 9/11), AMERICORPS, DEPARTMENT OF LABOR (WIA DISLOCATED WORKERS), AND STATE VOC REHAB. IN FISCAL YEAR 2023, FOR RELIEF FROM THE EFFECTS OF COVID-19, LINDSEY WILSON COLLEGE RECEIVED EDUCATION STABILIZATION FUNDS UNDER THE ARP ACT. 1 TUITION ASSISTANCE 1592 27053962 CASH VALUE AID TO STUDENTS UNDER THE CARES ACT 1612 402708 CASH VALUE PART I, LINE 2: THE COLLEGE RECONCILES GRANTS AWARDED AND DRAWDOWNS OF FUNDS. GRANT PROGRAMS ARE AUDITED BY INDEPENDENT AUDITORS DURING THE ANNUAL INDEPENDENT AUDIT. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR WILLIAM T LUCKEY JR PRESIDENT 378400 0 42987 0 0 0 35750 0 21158 0 478295 0 0 0 DR PHILIP YOHO VP FOR SPECIAL PROGRAMS 153234 0 20200 0 0 0 8117 0 9860 0 191411 0 0 0 MR MARK COLEMAN VP FOR ADMINISTRATION AND 148164 0 20200 0 0 0 8500 0 9957 0 186821 0 0 0 DR PATRICIA PARRISH VP FOR ACADEMIC AFFAIRS 152948 0 5200 0 0 0 8575 0 9957 0 176680 0 0 0 DR LENDELL DEAN ADAMS VP FOR STUDENTS SERVICES 153500 0 3200 0 0 0 9025 0 247 0 165972 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS AND THEREFORE RESIDES IN A HOME PROVIDED FOR HIM. THE HOUSE IS MAINTAINED BY COLLEGE STAFF. A CITY OF COLUMBIA SERIES 2021 197763000 2021-09-07 5170000 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 B CITY OF COLUMBIA SERIES 2019 197763000 2019-06-27 14875000 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 425000 5170000 151855 5018145 1 0 1 1 B 2945000 14875000 124000 14751000 1 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 WILLIAM T LUCKEY JR PRESIDENT SUPPLEMENTAL BENEFIT PLAN X 608687 782683 0 1 1 782683 FORM 990, PART VI, SECTION A, LINE 2 DR. JERRY MCCANDLESS AND DR. KENDRICK MCCANDLESS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT FOR ADMINISTRATION AND FINANCE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD BYLAWS REQUIRE THAT TRUSTEES DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST AND THAT SUCH TRUSTEE SHALL NOT VOTE ON ANY MATTER WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST. IF UNCERTAINTY EXISTS ABOUT WHETHER A TRUSTEE HAS A POTENTIAL CONFLICT, THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY A MAJORITY VOTE. COLLEGE POLICY REQUIRES EMPLOYEES TO DISCLOSE CONFLICTS OF INTEREST TO THE PRESIDENT OR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE AND AS NEEDED WILL BE REPORTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD REVIEWED DATA REGARDING COMPENSATION FOR PRESIDENTS AND INSTITUTIONAL INFORMATION AT OTHER KENTUCKY COLLEGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY 124,345. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TURNER FOUNDATION FOR LINDSEY WILSON COLLEGE INC 210 LINDSEY WILSON STREET COLUMBIA KY 42728 621495937 FINANCIAL SUPPORT FOR LINDSEY WILSON COLLEGE KY 501(C)(3) LINE 12A, I LINDSEY WILSON COLLEGE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0