2023-05-15T07:21:46-05:00 2022-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2021-07-01 237035648 JEFFERSON COMMUNITY TECHNICAL COLLEGE FOUNDATION INC JEFF 5022132495 109 EAST BROADWAY 302A LOUISVILLE KY 40202 DON SCHIEMAN EXECUTIVE DIRECTOR 5025840181 2023-05-09 1 DON SCHIEMAN 999009999 GREG JACKSON CPA P00077314 5029923500 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DON SCHIEMAN 109 EAST BROADWAY 302A LOUISVILLE KY 40202 657539 0 X N/A X 1968 KY THE MISSION OF THE JEFFERSON COMMUNITY & TECHNICAL COLLEGE FOUNDATION, INC. IS TO DEVELOP STRATEGIC ALLIANCES WITH PRIVATE AND PUBLIC RESOURCES AND TO PURSUE EXTERNAL FUNDING SOURCES THAT BENEFIT JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 27 25 0 0 0 0 1173435 621294 0 0 1919 1104 999 15058 1176353 637456 505737 770133 0 0 0 0 0 0 1262 176686 131961 682423 902094 493930 -264638 6580706 6063573 98524 27520 6482182 6036053 THE MISSION OF THE JEFFERSON COMMUNITY & TECHNICAL COLLEGE FOUNDATION, INC. IS TO DEVELOP STRATEGIC ALLIANCES WITH PRIVATE AND PUBLIC RESOURCES AND TO PURSUE EXTERNAL FUNDING SOURCES THAT BENEFIT JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 0 0 88327 88327 SCHOLARSHIPS PROVIDED FOR STUDENTS TO ATTEND JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 778685 681806 PROJECTS TO SUPPORT STUDENT SUPPORT INITIATIVES, PROGRAMS AND OPERATIONS. 867012 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 0 KY X X DON SCHIEMAN 5022132451 JEFFERSON COMMUNITY AND TECHNICAL LOUISVILLE KY 40202 X CARL J BENSINGER CHAIR EMERITUS 2.00 X 0 0 0 CATHE DYKSTRA MEMBER 2.00 X 0 0 0 MARY MOSELEY CHAIR 2.00 X 0 0 0 CYNDI BENEDICT MEMBER 2.00 X 0 0 0 LYNN FISHER SECRETARY 2.00 X X 0 0 0 BRITTANY MCCONNELL MEMBER 2.00 X 0 0 0 JASON BROWN MEMBER 2.00 X 0 0 0 CARLA DEARING MEMBER 2.00 X 0 0 0 GREG GOFF MEMBER 2.00 X 0 0 0 PAUL PERKINS MEMBER 2.00 X 0 0 0 KEVIN WARDELL MEMBER 2.00 X 0 0 0 BRETT BEARFIELD MEMBER 2.00 X 0 0 0 AMANDA MAIN MEMBER 2.00 X 0 0 0 ANN ELISABETH LARSON PHD MEMBER 2.00 X 0 0 0 TODD SCHMIEDELER PHD MEMBER 2.00 X 0 0 0 ANNE SCHULTZE EDWARDS MEMBER 2.00 X 0 0 0 TIM ERNST MEMBER 2.00 X 0 0 0 DONNIE HUMPHREY MEMBER 2.00 X 0 0 0 KIMBERLY LISA SISNETT MEMBER 2.00 X 0 0 0 YAJAIRA I MORPHONIOS MEMBER 2.00 X 0 0 0 GARY MUDD MEMBER 2.00 X 0 0 0 MARGARET WENDLER MEMBER 2.00 X 0 0 0 MARY GWEN WHEELER MEMBER 2.00 X 0 0 0 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 20.00 20.00 X 0 109732 46812 DR TY HANDY EX OFFICIO - PRESIDENT 2.00 40.00 X 0 238114 88786 RICK FIELDS CPA TREASURER 2.00 X 0 0 0 JEFFREY JASNOFF VICE CHAIR 2.00 X 0 0 0 0 347846 135598 0 0 1 0 0 83140 538154 621294 1104 1104 1270 1270 33871 83140 20083 13788 13788 637456 0 0 16162 681806 681806 88327 88327 8500 8500 6411 6411 OTHER EXPENSES PROGRAM 96879 96879 ADVANCEMENT ACTIVITIES 16531 15736 795 MISCELLANEOUS 2018 2018 OTHER EXPENSES 1172 705 467 450 450 902094 867012 33820 1262 99 99 3537744 3585463 322867 217973 281000 4717 7250 1368270 1180870 1066009 1071918 6580706 6063573 5694 8572 71280 12948 21550 6000 98524 27520 X 2527930 2346282 3954252 3689771 6482182 6036053 6580706 6063573 X -264638 -187400 5909 X 0 1 X 1 0 X 3746419 2006952 1966914 1173435 655165 9548885 3746419 2006952 1966914 1173435 655165 9548885 2863500 6685385 60051 95918 30039 2579 2374 190961 14667 1001 15668 9755514 176173 0.68530 0.65840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 186234 186234 186234 186234 152688 33546 186234 151901 787 152688 150991 910 151901 0 0 0 MUTUAL FUNDS 1180870 F 1180870 INVESTMENT IN JOINT VENTURE 1071918 1071918 X 476048 -181491 20083 -161408 637456 0 637456 922177 20083 20083 902094 0 902094 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ADDITIONALLY, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WERE NO INCOME TAXES IMPOSED RELATED TO UNRELATED BUSINESS INCOME AS OF JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 20,083. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 20,083. JUBILEE 92403 83140 9263 20083 OTHER 24608 24608 117011 83140 33871 20083 20083 13788 0 JEFFERSON COMMUNITY & TECHNICAL COLLEGE 109 EAST BROADWAY LOUISVILLE KY 40202 611320380 501 (C) )3) 469022 0 GRANTS PROVIDED TO SUPPORT COLLEGE INITIATIVES JEFFERSON COUNTY PUBLIC SCHOOLS 3332 NEWBURG ROAD LOUISVILLE KY 40218 24194 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE OLDHAM COUNTY BOARD OF EDUCATION 6165 W HIGHWAY 146 CRESTWOOD KY 40014 14175 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE BOUND TREE MEDICAL LLC 2237 N PLAZA DR VISALIA CA 93291 22159 0 GRANTS PROVIDED TO SUPPORT CARROLLTON PARAMEDIC PROGRAM IU SOUTHEAST 4201 GRANT LINE ROAD NEW ALBANY IN 47150 46588 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE BARNES & NOBLE 801 SOUTH HURSTBOURNE PKY LOUISVILLE KY 40222 5667 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE CENTER FOR STRATEGIC DIVERSITY & CHANGE LLC 4780 ASHFORD DUNWOODY ROAD ATLANTA GA 30338 50000 0 GRANTS PROVIDED TO SUPPORT INCLUSIVE EXCELLENCE LEARNING FORUM FLUID CHILLERS INC 3005 ALPHA ACCESS ST LANSING MI 48910 6212 0 GRANTS PROVIDED TO SUPPORT CARROLLTON TRAINING SKID PROJECT NEW READERS PRESS 308 MALTBIE ST SYRACUSE NY 13204 9224 0 GRANTS PROVIDED TO SUPPORT CARROLLTON ADULT ED PROGRAM ROSEMOUNT INC 1796 TODDS POINT ROAD SIMPSONVILLE KY 40067 11135 0 GRANTS PROVIDED TO SUPPORT CARROLLTON TRAINING SKID PROJECT STATWAX LLC 11313 USA PARKWAY FISHERS IN 46037 23429 0 GRANTS PROVIDED TO SUPPORT FUTURE 42 MARKETING CAMPAIGN PROGRAM SCHOLARSHIPS 90 88327 0 0 0 0 0 0 0 0 0 DR TY HANDY EX OFFICIO - PRESIDENT 0 233700 0 4414 0 0 0 19570 0 69216 0 326900 0 0 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 0 107090 0 2642 0 0 0 10709 0 36103 0 156544 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE JCTC FOUNDATION, WHICH IS CHAIRED BY THE TREASURER, REVIEWS THE 990 PRIOR TO AUTHORIZING THE EXECUTIVE DIRECTOR TO SIGN AND FILE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE FULL GOVERNING BOARD. EACH MEMBER IS ASKED TO SIGN THE POLICY TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE TO THE PUBLIC UPON REQUEST. PART XII LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE WHICH HAS THE RESPONSIBILITY OF PROVIDING OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDIT FIRM. FORM 990, PART XI, LINE 9: GAIN IN JOINT VENTURE 5,909. JEFFERSON COMMUNITY & TECHNICAL COLLEGE 109 EAST BROADWAY LOUISVILLE KY 40202 611320380 TO PREPARE STUDENTS FOR A FOUR YEAR DEGREE OR ENTER A CAREER KY 501(C)(3) 170(B)(1)A(IV) N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 JEFFERSON COMMUNITY & TECHNICAL COLLEGE R 469022 CASH PAYMENTS