2023-05-09T11:07:45-05:00 2022-06-30 363168081 SIKICH LLP 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2021-07-01 610461768 UNION COLLEGE UNIO 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 JESSICA L JUSTICE INTERIM VP OF BUS. & FINANCE 6065461204 2023-05-09 1 JESSICA JUSTICE 999009999 JILL M BOYLE CPA P01246734 2177933363 2023-05-09 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARCIA HAWKINS 310 COLLEGE STREET BARBOURVILLE KY 40906 37078467 0 X UNIONKY.EDU X 1922 KY UNION COLLEGE IS A PRIVATE LIBERAL ARTS COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH 34 34 537 49 0 0 7483985 4239670 27713392 24140055 1828763 2476225 0 0 37026140 30855950 13763962 13816880 0 0 9017453 9050366 0 0 361838 9692462 9838658 32473877 32705904 4552263 -1849954 84429327 74613055 18463699 17289644 65965628 57323411 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 28637911 13816880 24140055 APPROXIMATELY 881 UNDERGRADUATE AND 338 GRADUATE STUDENTS; 315 TOTAL STUDENTS GRADUATED WITH DEGREES IN 2021-2022 28637911 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 58 0 537 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 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 HON DONALD JONES BOARD CHAIR 3.00 X X 0 0 0 TERRI CAHILL VICE CHAIR 3.00 X X 0 0 0 D J WASHINGTON SECRETARY 3.00 X X 0 0 0 TERRY SMALLWOOD TREASURER 3.00 X X 0 0 0 W DAVID ACKLEY BOARD MEMBER 1.00 X 0 0 0 REV DR BARRY BALL BOARD MEMBER 1.00 X 0 0 0 JESSICA TERRY BERGMAN BOARD MEMBER 1.00 X 0 0 0 R CHRISTOPHER BOWLING BOARD MEMBER 1.00 X 0 0 0 DR DONALD CALITRI BOARD MEMBER 1.00 X 0 0 0 DR THOMAS C CLARK BOARD MEMBER 1.00 X 0 0 0 DR MARCETTA Y DARENSBOURG BOARD MEMBER 1.00 X 0 0 0 STEVEN EVANS BOARD MEMBER 1.00 X 0 0 0 BULL FULTZ BOARD MEMBER 1.00 X 0 0 0 MIKE GOSS BOARD MEMBER 1.00 X 0 0 0 JAMES C HALL BOARD MEMBER 1.00 X 0 0 0 SHEILA HALTER BOARD MEMBER 1.00 X 0 0 0 CRAIG HARTMAN BOARD MEMBER 1.00 X 0 0 0 DR BILLY HENSLEY BOARD MEMBER 1.00 X 0 0 0 SHAE HOPKINS BOARD MEMBER 1.00 X 0 0 0 HON PAUL F ISAACS BOARD MEMBER 1.00 X 0 0 0 DR RUTH WOOTON-KEE BOARD MEMBER 1.00 X 0 0 0 DR DONALD LANE BOARD MEMBER 1.00 X 0 0 0 DR EDNA MANN BOARD MEMBER 1.00 X 0 0 0 JOSE MARTINEZ BOARD MEMBER 1.00 X 0 0 0 JAMES C MCDOWELL JR BOARD MEMBER 1.00 X 0 0 0 RICH PREWITT BOARD MEMBER 1.00 X 0 0 0 ROY PULLIAM JR BOARD MEMBER 1.00 X 0 0 0 DR KENNETHY RAMSEY BOARD MEMBER 1.00 X 0 0 0 STEPHEN RHODES BOARD MEMBER 1.00 X 0 0 0 HON BIRG E SERGENT BOARD MEMBER 1.00 X 0 0 0 JANE SKIDMORE BOARD MEMBER 1.00 X 0 0 0 JEFFREY TIPTON BOARD MEMBER 1.00 X 0 0 0 ERNEST TROSPER BOARD MEMBER 1.00 X 0 0 0 CHRIS STUNSON BOARD MEMBER 1.00 X 0 0 0 DR MARCIA HAWKINS PRESIDENT 40.00 X 149737 0 8387 STEVEN M MORRIS VP OF BUSINESS/FINANCE 40.00 X 133000 0 3616 BRIAN STRUNK VP OF ADVANCEMENT 40.00 X 77864 0 6408 TARA COOPER VP LEARNING AND INFORMATION TECHNOLOGY 40.00 X 66137 0 6223 MARISA GREER VP OF ACADEMIC AFFAIRS 40.00 X 73897 0 10577 500635 0 35211 2 0 1 0 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LA GRANGE GA 30241 PHYSICAL PLANT SERVICES 852728 SODEXO 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FOOD SERVICE 549940 MILLS CONSTRUCTION & CONSULTING LLC 194 ANNA LANE LONDON KY 40744 CONSTRUCTION 320476 PIONEER COLLEGE CATERERS 303 GLENROSE AVE NASHVILLE TN 37210 FOOD SERVICE 311636 SYNERGY CAMPUS SECURITY SYSTEMS PO BOX 1224 LA GRANGE GA 30241 SECURITY SERVICE 231401 6 3082825 1156845 407874 4239670 TUITION & FEES 611600 21056271 21056271 AUXILIARY 611710 2368252 2368252 OTHER SOURCES 611710 684385 684385 INTEREST & LATE CHARGES 611710 31147 31147 24140055 701317 701317 7819574 177851 6063821 158696 1755753 19155 1774908 1774908 30855950 24140055 0 2476225 13816880 13816880 571520 480991 70697 19832 7310386 6152054 904140 254192 56855 43378 11068 2409 582405 504010 52457 25938 529200 442840 67087 19273 42060 6677 35383 198073 198073 2553643 1996521 557122 86477 2527 83605 345 7908 1804 6104 869694 810280 59414 582848 574086 3281 5481 789027 789027 1528209 1528209 596411 325773 270638 SUPPLIES 1612947 1252360 327718 32869 BAD DEBT 537862 328465 209397 MISCELLANEOUS 226100 226100 DUES 146552 84109 60944 1499 60847 60847 32705904 28637911 3706155 361838 2500550 1263493 845048 609966 1045640 1152640 1201804 854704 241785 204029 352209 385336 65700452 27654187 37764231 38046265 34574205 29143654 4450876 1452979 2952968 84429327 74613055 1006993 731543 88846 396154 11560000 9826032 4909669 5716301 898191 619614 18463699 17289644 X 22857308 19339057 43108320 37984354 65965628 57323411 84429327 74613055 X -1849954 -7303948 612944 -101259 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 220 220 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO THE ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES OF $3,149 OF WHICH 7% WAS ATTRIBUTABLE TO LOBBYING. 30916100 178878 -4642809 1684346 24767823 23482391 110533 8449456 1142280 30900100 24027138 83749 389578 1018074 23482391 22662332 318049 2142756 1096001 24027136 21523790 351742 1910239 1123439 22662332 0.11660 0.88340 1 0 2030106 2030106 42642846 13126938 29515908 4688770 1304967 3383803 13754036 11136741 2617295 2584694 2085541 499153 38046265 ADVANCES FROM THE FEDERAL GOVERNMENT 359646 STUDENT DEPOSITS 76206 ACCRUED INTEREST PAYABLE 149464 DEPOSITS HELD FOR OTHERS 34298 619614 X 12299575 -7303948 -7303948 19603523 198073 11054354 11252427 30855950 21554736 0 21554736 198073 10953095 11151168 32705904 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 COLLEGE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE COLLEGE IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COLLEGE IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 10,953,095. CHANGE IN BENEFICIAL INTEREST 101,259. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 10,953,095. 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. 1 SCHOLARSHIPS 746 13816880 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 1 1 X 0 0 0 0 0 0 0 0 0 DR MARCIA HAWKINS PRESIDENT 149737 0 0 0 0 0 3067 0 5320 0 158124 0 0 0 PART I, LINE 1A DR. HAWKINS, AS PRESIDENT OF UNION, HAS AGREED AND IS OBLIGED AS A CONDITION OF HER 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. 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 2740000 10295000 201196 2500000 7593804 2011 0 0 1 1 B 1170000 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 X 2 11048 FMV X 2 321000 FMV X 1 75000 FMV 0 0 1 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 XI, LINE 9: CHANGE IN BENEFICIAL INTEREST -101,259. 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