2022-03-03T08:27:48-06:00 2021-06-30 580692043 MAULDIN & JENKINS LLC 200 W MLK BLVD STE 1100 CHATTANOOGA TN 374021239 990 2020-07-01 620476521 UNIVERSITY OF CHATTANOOGA FOUNDATION INC UNIV 4234254393 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 KIM WHITE EXECUTIVE DIRECTOR 4234254232 2022-02-15 1 KIM WHITE 999009999 CHRISTIAN BENNETT P01902272 4237566133 2022-01-24 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MIKE COSTELLO 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 86417207 0 X N/A X 1969 TN SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS 39 39 8 100 -54433 0 8453154 9729955 0 0 467762 9494860 0 0 8920916 19224815 13026238 14309333 0 0 244919 294511 0 0 2220252 4130121 3269006 17401278 17872850 -8480362 1351965 191453503 223646141 15459262 14375891 175994241 209270250 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 14309333 14309333 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 14309333 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 8 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X X HARRIET NEELY CHAMBERS 4234254787 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 KIM H WHITE IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 MIKE COSTELLO CHAIR 0.50 X X 0 0 0 MIKE KRAMER TREASURER 0.50 X X 0 0 0 ANDY WALKER III TRUSTEE 0.50 X 0 0 0 FRED DECOSIMO SECRETARY 0.50 X X 0 0 0 CORINNE ALLEN TRUSTEE 0.50 X 0 0 0 ALEXIS BOGO TRUSTEE 0.50 X 0 0 0 DOUGLAS BROWN VICE CHAIR 0.50 X X 0 0 0 CHARLES COFIELD TRUSTEE 0.50 X 0 0 0 NANCY J COLLUM TRUSTEE 0.50 X 0 0 0 BETSY BROWN TRUSTEE 0.50 X 0 0 0 GREGORY EAVES TRUSTEE 0.50 X 0 0 0 BRETT ROUSCH TRUSTEE 0.50 X 0 0 0 JOHN FOY TRUSTEE 0.50 X 0 0 0 VICKY B GREGG TRUSTEE 0.50 X 0 0 0 STEVE L FROST TRUSTEE 0.50 X 0 0 0 ROGER SMITH TRUSTEE 0.50 X 0 0 0 FRANK WILLIAMSON TRUSTEE 0.50 X 0 0 0 CLINT WOLFORD TRUSTEE 0.50 X 0 0 0 BILL KILBRIDE TRUSTEE 0.50 X 0 0 0 DONNA LAWRENCE TRUSTEE 0.50 X 0 0 0 F SCOTT LEROY TRUSTEE 0.50 X 0 0 0 LADELL MCCULLOUGH TRUSTEE 0.50 X 0 0 0 ASHLEE PATTEN TRUSTEE 0.50 X 0 0 0 SCOTT L PROBASCO III TRUSTEE 0.50 X 0 0 0 GREG A VITAL TRUSTEE 0.50 X 0 0 0 ROY VAUGHN TRUSTEE 0.50 X 0 0 0 MILLER WELBORN TRUSTEE 0.50 X 0 0 0 JOANN YATES TRUSTEE 0.50 X 0 0 0 RICHARD A JOHNSON TRUSTEE 0.50 X 0 0 0 JAY DALE TRUSTEE 0.50 X 0 0 0 DAVID DEVANEY TRUSTEE 0.50 X 0 0 0 KEITH HELTON TRUSTEE 0.50 X 0 0 0 BEN MILLER TRUSTEE 0.50 X 0 0 0 ASHLEY NICHOLS TRUSTEE 0.50 X 0 0 0 BETTY LYNN SMTIH TRUSTEE 0.50 X 0 0 0 EDNA VARNER TRUSTEE 0.50 X 0 0 0 MARIE WEBB TRUSTEE 0.50 X 0 0 0 TODD WOMACK TRUSTEE 0.50 X 0 0 0 LOFTON STUART INTERIM EXECUTIVE DIRECTOR 40.00 X 242000 0 0 BRYAN ROWLAND FORMER EXECUTIVE DIRECTOR 40.00 X 117436 0 0 359436 0 0 2 1 1 0 0 9729955 2334 9729955 1116464 -54433 1170897 75570788 67192392 8378396 8378396 8378396 19224815 0 -54433 9549293 14309333 14309333 294511 294511 23824 23824 598886 402718 196168 67156 67156 100000 100000 64239 64239 22953 22953 DEVELOPMENT OPERATING 1729573 1729573 BAD DEBT EXPENSE 659922 659922 OTHER TAXES 2453 2453 17872850 14309333 1343265 2220252 10734674 6566157 27550744 20040194 8198222 13023078 4668 50597885 65476788 94347169 118496546 24809 38710 191453503 223646141 263286 57221 720919 287991 12113000 11668000 2362057 2362679 15459262 14375891 X 50843733 64430908 125150508 144839342 175994241 209270250 191453503 223646141 1351965 31924044 0 X X 0 1 X 1 0 X 5170055 12193752 8649940 8453154 9729955 44196856 5170055 12193752 8649940 8453154 9729955 44196856 381998 43814858 1672679 1436197 3219182 2785765 1170897 10284720 94707 35699 -491500 -512298 -54433 -927825 53553751 0.81810 0.81080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149205545 10448901 39673063 6170751 193156758 158037113 2959601 1211353 13002522 149205545 153398834 4114565 6004756 5481042 158037113 123308572 24840726 9322657 4073121 153398834 113073537 1637480 14777222 6179667 123308572 0.36360 0.63640 0 0 0 LIMITED PARTNERSHIPS & OTHER 118496546 F 118496546 DUE TO UTC 2362679 2362679 X 16757235 31924044 31924044 -15166809 34391624 34391624 19224815 17872850 0 17872850 0 17872850 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE VARIOUS PROGAMS SUPPORTED BY THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR ITS INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S NON-TAXABLE STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN REDUCED BY AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 34,391,624. 1 UNIVERSITY OF TN AT CHATTANOOGA MCCALLIE AVE CHATTANOOGA TN 37403 626001636 170(B)(1)(A)(II) 14306999 2334 FMV EQUIPMENT,SUPPLIES AND HISTORICAL ARTIFACTS TO SUPPORT EXCELLENCE IN HIGHER EDUCATION THROUGH SPECIAL PROJECTS FOR THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. PART I, LINE 2: THE UNIVERSITY OF CHATTANOOGA FOUNDATION, INC. ADOPTS A BUDGET BY CATEGORY, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, AUTHORIZING EXPENDITURES OF FUNDS IN EACH APPROVED CATEGORY AND IN THE GROSS AMOUNT AS SO APPROVED. THE DECISION AS TO INDIVIDUALS TO RECEIVE SCHOLARSHIPS, RESEARCH GRANTS, SABBATICAL LEAVE ETC., ARE MADE BY PERSONNEL UNDER SUPERVISION OF THE CHANCELLOR OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA, WHICH IS A PART OF THE UNIVERSITY OF TENNESSEE SYSTEM, AND AS SUCH NOT UNDER THE CONTROL OF UCFI. THE FUNDS ARE PROVIDED FOR A QUALIFIED CHARITABLE PURPOSE AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 170(C). WE ARE CONFIDENT THAT THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA DISBURSES THESE FUNDS TO QUALIFIED RECIPIENTS. 0 0 0 0 0 0 0 0 0 LOFTON STUART INTERIM EXECUTIVE DIRECTOR 242000 0 0 0 0 0 0 0 0 0 242000 0 0 0 BRYAN ROWLAND FORMER EXECUTIVE DIRECTOR 117436 0 0 0 0 0 0 0 0 0 117436 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MIKE COSTELLO (CHAIRMAN) AND R. FREDERICK DECOSIMO (SECRETARY) HAVE A BUSINESS RELATIONSHIP. BEN MILLER (TRUSTEE) AND ASHLEY NICHOLS (TRUSTEE) HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FULL BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BY ANNUAL REVIEW OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC KIM H. WHITE - 800 MARKET STREET, SUITE 314, CHATTANOOGA, TN 37402. MIKE COSTELLO - 629 MARKET STREET, SUITE 100, CHATTANOOGA, TN 37402. MIKE KRAMER - 1 UNION SQUARE, SUITE 600, CHATTANOOGA, TN 37402. ANDY WALKER, III - 2905 BLUE TEAL LANE, SIGNAL MOUNTAIN, TN 37377. FRED DECOSIMO - 629 MARKET STREET, SUITE 100, CHATTANOOGA, TN 37402. CORINNE ALLEN - 113 CRANDALL AVE, LOOKOUT MOUNTAIN, TN 37350. ALEXIS BOGO - 1110 MARKET ST., SUITE 317B, CHATTANOOGA, TN 37402. DOUGLAS BROWN - 1 UNION SQUARE, SUITE 100, CHATTANOOGA, TN 37402. CHARLES COFIELD - P. O. BOX 2686, DALTON, GA 30722-2686. NANCY J. COLLUM - 900 VINE STREET, UNIT 1, CHATTANOOGA, TN 37403. BETSY BROWN - 832 GEORGIA AVE., SUITE 210, CHATTANOOGA, TN 37402. GREGORY EAVES - 7835 OOLTEWAH GEORGETOWN ROAD, OOLTEWAH, TN 37363. BRETT ROUSCH - 800 MARKET STREET, SUITE 318, CHATTANOOGA, TN 37402. JOHN FOY - 234 WEST BROW RD, LOOKOUT MOUNTAIN, TN 37350. VICKY B. GREGG - 1516 EDGEWOOD CIRCLE, CHATTANOOGA, TN 37405. STEVE L. FROST - 300 SOUTH PALISADES DRIVE, SIGNAL MOUNTAIN, TN 37377. ROGER SMITH - 245 MARRCREST LANE, SIGNAL MOUNTAIN, TN 37377. FRANK WILLIAMSON - 731 MISSISSIPPI AVE, CHATTANOOGA, TN 37405. CLINT WOLFORD - 412 GEORGIA AVE, SUITE 200, CHATTANOOGA, TN 37403. BILL KILBRIDE - 1602 RIVERVIEW ROAD, CHATTANOOGA, TN 37405. DONNA LAWRENCE - 9064 GULL LANE, OOLTEWAH, TN 37363. F. SCOTT LEROY - 4722 BUCKINGHAM DR, CHATTANOOGA, TN 37421. LADELL MCCULLOUGH - 1200 MARKET STREET, CHATTANOOGA, TN 37402. ASHLEE PATTEN - 832 GEORGIA AVE., SUITE 360, CHATTANOOGA, TN 37402. SCOTT L. PROBASCO, III - 100 WEST MLK BLVD., SUITE 300, CHATTANOOGA, TN 37402. GREG A. VITAL - P. O. BOX 249, GEORGETOWN, TN 37336. ROY VAUGHN - 1 CAMERON HILL CIRCLE, CHATTANOOGA, TN 37402. MILLER WELBORN - 835 GEORGIA AVENUE, CHATTANOOGA, TN 37402. JOANN YATES - P.O. BOX 408, LOOKOUT MOUNTAIN, TN 37350. RICHARD A. JOHNSON - 17 S. SWEETBRIAR AVENUE, CHATTANOOGA, TN 37411. JAY DALE - 9316 ANCIENT OAKS DR, OOLTEWAH, TN 37363. DAVID DEVANEY - 61 GNOME TRAIL, LOOKOUT MOUNTAIN, GA 30750. KEITH HELTON - 3738 JASON DRIVE, CHATTANOOGA, TN 37412. BEN MILLER - 9017 BROW LAKE ROAD, SODDY DAISY, TN 37379. ASHLEY NICHOLS - 1507 MISSISSIPPI AVE, CHATTANOOGA, TN 37405. BETTY LYNN SMTIH - 1718 VINE STREET, CHATTANOOGA, TN 37404. EDNA VARNER - 3601 LAKE VISTA DR, CHATTANOOGA, TN 37416. MARIE WEBB - 2902 POP DRIVE, CHATTANOOGA, TN 37404. TODD WOMACK - 604 N. CREST ROAD, CHATTANOOGA, TN 37404. BRYAN ROWLAND - 201 ALUMNI HOUSE, 615 MCCALLIE AVE, CHATTANOOGA, TN 37403. LOFTON STUART - 201 ALUMNI HOUSE, 615 MCCALLIE AVE, CHATTANOOGA, TN 37403. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMPUS DEVELOPMENT FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE D CHATTANOOGA TN 37403 621819831 PROVIDES HOUSING TO STUDENTS AT THE UNIVERSITY OF TENNESSEE CHATTANOOGA. TN 501(C)(3) 11A UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0