NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC (EIN 23-7116528)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202311309349304111
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T13:59:42-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237116528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIC C GENTRY | InCareOfNm |
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8595725129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUCAS ADMINISTRATIVE CENTER STE 822 | AddressLine1Txt |
| City | HIGHLAND HEIGHTS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC C GENTRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8595726457 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC C | PersonFirstNm |
| Person Last | GENTRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS WIEDEMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUCAS ADMIN CENTER | AddressLine1Txt |
| City | HIGHLAND HEIGHTS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,976,402 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATION.NKU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT NORTHERN KENTUCKY UNIVERSITY THROUGH PROVISION OF SCHOLARSHIPS, FINANCIAL AID, AND OTHER SUPPORT PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 70 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 70 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $603,827 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,063 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,892,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,174,299 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,310,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,297,467 | CYInvestmentIncomeAmt |
| PY Other Revenue | $493,950 | PYOtherRevenueAmt |
| CY Other Revenue | $1,335,044 | CYOtherRevenueAmt |
| PY Total Revenue | $8,696,843 | PYTotalRevenueAmt |
| CY Total Revenue | $43,806,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,519,092 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,475,353 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $207,886 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,106,303 | PYOtherExpensesAmt |
| CY Other Expenses | $3,260,044 | CYOtherExpensesAmt |
| PY Total Expenses | $7,625,395 | PYTotalExpensesAmt |
| CY Total Expenses | $8,735,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,071,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,071,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,385,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,851,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,806,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,693,869 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,578,656 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,158,067 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NORTHERN KENTUCKY UNIVERSITY FOUNDATION IS TO SECURE, INVEST, STEWARD, AND DISTRIBUTE PRIVATE RESOURCES IN SUPPORT OF NORTHERN KENTUCKY UNIVERSITY, TO ADVOCATE FOR THE UNIVERSITY'S BEST INTERESTS, AND TO BUILD LASTING RELATIONSHIPS WITH ALUMNI AND FRIENDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,019,359 | ExpenseAmt |
| Grant | $3,019,359 | GrantAmt |
| Desc | STUDENT FINANCIAL AID | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $989,874 | ExpenseAmt |
| Grant | $576,215 | GrantAmt |
| Desc | INSTITUTIONAL SUPPORT | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $987,888 | ExpenseAmt |
| Grant | $380,116 | GrantAmt |
| Desc | STUDENT SERVICES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,379,181 | $1,499,663 | $0 | INSTRUCTION, PUBLIC SERVICE, UNIVERSITY |
| FACILITIES AND EQUIPMENT ACQUISITION, | |||
| LIBRARIES, ACADEMIC SUPPORT, RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,379,181 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,499,663 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,376,302 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 70 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 70 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC C GENTRY | PersonNm |
| Phone | 8595725126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AC822 NUNN DRIVE | AddressLine1Txt |
| City | HIGHLAND HEIGHTS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| B CHARLES ALEXANDER | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J DAVID BENDER | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICH BOEHNE | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR HERBERT R BOOTHE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR LEON BOOTHE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EMERSON L BRUMBACK | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARTY BUTLER | |||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL W CHELLGREN | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GARREN COLVIN | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRENT COOPER | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NORM DESMARAIS | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RUTH M SELIGMAN DOERING | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS C DONNELLY | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC A ERNST | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EVA G FARRIS | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KAREN FINAN | |||||||
| AT LARGE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT R FITZPATRICK JR | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES L FLOOD | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC GENTRY | |||||||
| EXECUTIVE DIRECTOR | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN GESSNER | |||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUDITH H GIBBONS | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAUL A GIBSON | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MERWIN GRAYSON | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DANIEL R GRONECK | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL J HAMMONS | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHELE HARGIS | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KENNETH F HARPER | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GARY L HERFEL | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARCIA L HOSEA | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES H HUFF | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JASON JACKMAN | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BARB JOHNSON | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC KEARNEY | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JACK KENKEL | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BARRY KIENZLE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KRIS KNOCHELMANN | |||||||
| EX-OFFICIO | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JACKIE LEVOIR | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN LUCAS | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KENNETH R LUCAS | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRED MACKE | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DARLENE MARTIN | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR ROGER C MEADE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GARY MOORE | |||||||
| EX-OFFICIO | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L MURGATROYD | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| C ANDREW NEAGLE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN PENDERY | |||||||
| EX-OFFICIO | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES R POSTON JR | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMIE M RAMSEY | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR ROGERS REDDING | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MAC RILEY | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JT ROBERTS | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SAELINGER | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TIM SCHIGEL | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROSEMARY SCHLACHTER | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TRACEY SCHWEGMANN | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHAD SCOTT | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KEVIN M SHEEHAN | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GREGORY S SHUMATE | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NATHANIEL SMITH | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HENRY L STEPHENS JR | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DIANE H STICKLEN-JORDAN | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR CAROL J SWARTS | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR ASHISH VAIDYA | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM C VERMILLION | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES C VOTRUBA | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDRA R WARD | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WIEDEMANN | |||||||
| PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KARA WILLIAMS | |||||||
| BOARD MEMBER | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRENDA L WILSON | |||||||
| EMERITUS MEMBER | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY ZALLA | |||||||
| VICE PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRIME BUCCHOLZ LLC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DR | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVEST CONSULTING | ServicesDesc |
| Compensation | $137,221 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $119,940 | FundraisingAmt |
| Government Grants | $22,500 | GovernmentGrantsAmt |
| All Other Contributions | $7,031,859 | AllOtherContributionsAmt |
| Noncash Contributions | $277,199 | NoncashContributionsAmt |
| Total Contributions | $7,174,299 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,609,816 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $603,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,005,989 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,246 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,246 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,246 | TotalRevenueColumnAmt |
| Exclusion | $144,246 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,687,651 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,687,651 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,687,651 | TotalRevenueColumnAmt |
| Exclusion | $29,687,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $153,198 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $119,940 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,592 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,394 | TotalRevenueColumnAmt |
| Exclusion | -$16,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,207,192 | TotalRevenueColumnAmt |
| Exclusion | $1,207,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,207,192 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,806,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $603,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,028,684 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,475,353 | TotalAmt |
| Program Services | $5,475,353 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,404 | TotalAmt |
| Program Services | $16,388 | ProgramServicesAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
| Fundraising | $1,792 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,375 | TotalAmt |
| Program Services | $34,100 | ProgramServicesAmt |
| Management And General | $2,546 | ManagementAndGeneralAmt |
| Fundraising | $3,729 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,288 | TotalAmt |
| Management And General | $1,009,288 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,085 | TotalAmt |
| Program Services | $274,561 | ProgramServicesAmt |
| Management And General | $20,498 | ManagementAndGeneralAmt |
| Fundraising | $30,026 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,749 | TotalAmt |
| Program Services | $74,111 | ProgramServicesAmt |
| Management And General | $5,533 | ManagementAndGeneralAmt |
| Fundraising | $8,105 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,507 | TotalAmt |
| Program Services | $584,879 | ProgramServicesAmt |
| Management And General | $43,666 | ManagementAndGeneralAmt |
| Fundraising | $63,962 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,335 | TotalAmt |
| Program Services | $19,708 | ProgramServicesAmt |
| Management And General | $1,471 | ManagementAndGeneralAmt |
| Fundraising | $2,155 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,318 | TotalAmt |
| Program Services | $45,876 | ProgramServicesAmt |
| Management And General | $3,425 | ManagementAndGeneralAmt |
| Fundraising | $5,017 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,577 | TotalAmt |
| Program Services | $220,079 | ProgramServicesAmt |
| Management And General | $16,431 | ManagementAndGeneralAmt |
| Fundraising | $24,068 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,076 | TotalAmt |
| Program Services | $13,578 | ProgramServicesAmt |
| Management And General | $1,014 | ManagementAndGeneralAmt |
| Fundraising | $1,485 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $731,330 | TotalAmt |
| Program Services | $617,669 | ProgramServicesAmt |
| Management And General | $46,114 | ManagementAndGeneralAmt |
| Fundraising | $67,547 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,735,397 | TotalAmt |
| Program Services | $7,376,302 | ProgramServicesAmt |
| Management And General | $1,151,210 | ManagementAndGeneralAmt |
| Fundraising | $207,886 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,995,695 | BOYAmt |
| EOY | $12,861,083 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,220 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,926,268 | BOYAmt |
| EOY | $6,969,698 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,914 | BOYAmt |
| EOY | $557,632 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,366 | BOYAmt |
| EOY | $72,119 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,733 | BOYAmt |
| EOY | $210,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $531,209 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,181 | BOYAmt |
| EOY | $323,181 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,638,299 | BOYAmt |
| EOY | $78,728,946 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,076,563 | BOYAmt |
| EOY | $46,129,258 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,385,239 | BOYAmt |
| EOY | $145,851,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,406 | BOYAmt |
| EOY | $323,919 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,035 | BOYAmt |
| EOY | $938,600 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,889,142 | BOYAmt |
| EOY | $14,431,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,806,583 | BOYAmt |
| EOY | $15,693,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,649,303 | BOYAmt |
| EOY | $6,509,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,929,353 | BOYAmt |
| EOY | $123,648,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,578,656 | BOYAmt |
| EOY | $130,158,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,385,239 | BOYAmt |
| EOY | $145,851,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $35,071,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$40,492,002 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,100,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,682,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,892,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,174,299 | CurrentTaxYearAmt |
| Total | $32,354,634 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,100,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,682,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,892,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,174,299 | CurrentTaxYearAmt |
| Total | $32,354,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,448,349 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,906,285 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,711,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,066,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,099,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,773,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,754,062 | CurrentTaxYearAmt |
| Total | $18,405,993 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $422,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,190,798 | CurrentTaxYearAmt |
| Total | $3,030,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,791,269 | TotalSupportAmt |
| Public Support CY170 | 0.55597 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63122 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $25,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $12,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,500 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,081,000 | BeginningYearBalanceAmt |
| Contributions | $1,454,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,364,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,955,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $879,000 | AdministrativeExpensesAmt |
| End Year Balance | $105,337,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,010,000 | BeginningYearBalanceAmt |
| Contributions | $2,167,000 | ContributionsAmt |
| Investment Earnings Or Losses | $27,921,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,168,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $849,000 | AdministrativeExpensesAmt |
| End Year Balance | $114,081,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,799,000 | BeginningYearBalanceAmt |
| Contributions | $2,243,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,182,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,022,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $828,000 | AdministrativeExpensesAmt |
| End Year Balance | $88,010,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,841,000 | BeginningYearBalanceAmt |
| Contributions | $1,215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,384,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,850,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $791,000 | AdministrativeExpensesAmt |
| End Year Balance | $92,799,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,251,000 | BeginningYearBalanceAmt |
| Contributions | $1,278,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,594,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,526,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $756,000 | AdministrativeExpensesAmt |
| End Year Balance | $91,841,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,181 | OtherCostOrOtherBasisAmt |
| Book Value | $323,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,028 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $323,181 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REMAIND INT REAL PROP & OTHER | $1,190,000 | F |
| PUBLIC NATURAL RESOURCES MLP | $2,468,509 | F |
| PRIVATE EQUITY | $23,306,619 | F |
| PRIVATE DEBT | $5,785,122 | F |
| NATURAL RESOURCES | $8,771,782 | F |
| PRIVATE REAL ESTATE | $4,607,226 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,129,258 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN TRUST FOR NKU | $14,419,751 |
| AGENCY FUNDS | $11,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,431,350 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | INTENDED USE OF ENDOWMENT ENDOWMENT IS TO BE USED PRIMARILY FOR STUDENT FINANCIAL AID AND SCHOLARSHIPS AT NORTHERN KENTUCKY UNIVERSITY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $179,933 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,730 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,203 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $26,787 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,552 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,953 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,179 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $41,020 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,545 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,475 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,730 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,200 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,998 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $573 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $52,185 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,665 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $49,520 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,622 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $30,554 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,444 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $273,138 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $119,940 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $153,198 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $28,517 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,374 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $82,505 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,196 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,592 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,394 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $535,022 | INSTRUCTION |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $70,338 | RESEARCH |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $12,751 | PUBLIC SERVICE |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $453,332 | ACADEMIC SUPPORT |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $380,116 | STUDENT SERVICES |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $576,215 | INSTITUTIONAL SUPPORT |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $125,331 | FACILITIES & EQUIP ACQUISTION |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $302,889 | GENERAL |
| NORTHERN KENTUCKY UNIVERSITY | |||||||
| NUNN DRIVE | HIGHLAND HEIGHTS | KY | 41099 | 611010545 | GOV'T | $3,019,359 | STUDENT FINANCIAL AID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | PROCEDURES FOR MONITORING GRANTS THE FOUNDATION MONITORS THE USE OF FUNDS GRANTED TO NKU THROUGH REVIEW OF INVOICES PAID BY NKU. THE FOUNDATION IS ALSO ABLE TO MONITOR THE PROGRESS OF NKU PROJECTS SUPPORTED WITH FOUNDATION FUNDS. |
| SCHEDULE I, PART II, LINE 1, COLUMN (H) | PURPOSE OF GRANT OR ASSISTANCE SUBGRANT EXPENSES PAID FOR THE BENEFIT OF NORTHERN KENTUCKY UNIVERSITY (NKU) TO HELP PROVIDE FUNDING FOR NKU FACULTY POSITIONS, CONSTRUCTION PROJECTS AND VARIOUS OTHER OPERATING EXPENDITURES. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $232,448 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE SHARE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS | Desc |
| Contribution | 58 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,751 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN B | NUMBER THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. |
| SCHEDULE M, PART I, LINE 32B | THIRD PARTY ARRANGEMENT A THIRD PARTY PROCESSOR IS USED FOR THE NORSE GALA SILENT AUCTION ITEMS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | MATERIAL DIFFERENCES IN VOTING RIGHTS EXECUTIVE COMMITTEE IS ABLE TO VOTE ON BEHALF OF THE BOARD OF DIRECTORS ON SOME MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED AND REVIEWED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE RETURN IS REVIEWED BY MANAGEMENT AND THE FINANCE AND AUDIT COMMITTEE CHAIR. THE RETURN IS EMAILED TO ALL VOTING BOARD MEMBERS FOR APPROVAL BEFORE A FINAL VERSION IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING COMPLIANCE THE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THIS POLICY IS MONITORED BY THE MEMBERSHIP COMMITTEE CHAIRPERSON IN CONJUNCTION WITH THE BOARD PRESIDENT AND EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW THE FOUNDATION EXECUTIVE COMMITTEE DETERMINES EXECUTIVE COMPENSATION UPON RECOMMENDATION OF THE NKU PERSONNEL COMMITTEE WHICH WORKS IN CONJUNCTION WITH HUMAN RESOURCES. THIS REVIEW WAS CONDUCTED IN JULY, 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT AVAILABILITY THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ONLINE VIA THE FOUNDATION'S WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NKUF PROPERTIES 1 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $126,304 | $188,133 | NKUF |
| NKUF PROPERTIES 2 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $40,738 | NKUF |
| NKUF PROPERTIES 3 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $17,942 | $221 | NKUF |
| NKUF PROPERTIES 4 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $104,614 | NKUF |
| NKUF PROPERTIES 6 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $762,569 | NKUF |
| NKUF PROPERTIES 7 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $0 | NKUF |
| NKUF PROPERTIES 8 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $420,221 | NKUF |
| NKUF PROPERTIES 10 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116578 | RE HOLDINGS | KY | $22,240 | $2,754 | NKUF |
| NKUF PROPERTIES 5 LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $0 | NKUF |
| NKUF VENTURES LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $0 | NKUF |
| TWELVE MILE NATURE PRESERVE | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $0 | NKUF |
| NKUF PROPERTIES-TENNIS LLC | |||||||||
| ADMIN CENTER SUITE 822 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | RE HOLDINGS | KY | $0 | $0 | NKUF |
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