2022-04-28T07:24:52-05:00 2021-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2020-07-01 237035648 JEFFERSON COMMUNITY TECHNICAL COLLEGE FOUNDATION INC JEFF 5022132495 109 EAST BROADWAY NO 302A LOUISVILLE KY 40202 DON SCHIEMAN EXECUTIVE DIRECTOR 5025840181 2022-04-11 1 DON SCHIEMAN 999009999 GREG JACKSON CPA P00077314 5029923500 2022-04-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DON SCHIEMAN 109 EAST BROADWAY NO 302A LOUISVILLE KY 40202 1177015 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. 29 27 0 50 0 0 1966914 1173435 0 0 30039 1919 -19398 999 1977555 1176353 881938 505737 0 0 -10000 0 10000 0 10945 125430 176686 1007368 682423 970187 493930 6301309 6580706 402897 98524 5898412 6482182 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 111093 111093 SCHOLARSHIPS PROVIDED FOR STUDENTS TO ATTEND JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 541641 394644 PROJECTS TO SUPPORT STUDENT SUPPORT INITIATIVES, PROGRAMS AND OPERATIONS. 652734 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 1 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 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 NEVILLE BLAKEMORE MEMBER 2.00 X 0 0 0 CATHE DYKSTRA MEMBER 2.00 X 0 0 0 CHIP HANCOCK MEMBER 2.00 X 0 0 0 MARY MOSELEY MEMBER 2.00 X 0 0 0 CYNDI BENEDICT MEMBER 2.00 X 0 0 0 DOUGLAS JONES MEMBER 2.00 X 0 0 0 ANNE SCHULTZE EDWARDS MEMBER 2.00 X 0 0 0 LYNN FISHER SECRETARY 2.00 X 0 0 0 BRITTANY MCCONNELL MEMBER 2.00 X 0 0 0 JASON BROWN MEMBER 2.00 X 0 0 0 GREG GOFF MEMBER 2.00 X 0 0 0 TRACY JANSEN 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 DAVID DAFOE MEMBER 2.00 X 0 0 0 BRETT BEARFIELD MEMBER 2.00 X 0 0 0 LEIGH COOPER MEMBER 2.00 X 0 0 0 JOHN CROCKETT III MEMBER 2.00 X 0 0 0 VIC TOPPER MEMBER 2.00 X 0 0 0 JEFFREY JASNOFF 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 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 20.00 20.00 X 0 107090 46584 DR TY HANDY EX OFFICIO - PRESIDENT 2.00 40.00 X 0 233700 100260 RICK FIELDS CPA TREASURER 2.00 X 0 0 0 CARLA DEARING VICE CHAIR 2.00 X 0 0 0 CHRISTY RALSTON CHAIR 2.00 X 0 0 0 0 340790 146844 0 0 1 0 0 62734 1110701 55000 1173435 1919 1919 660 660 0 62734 662 -662 -662 MISCELLEANOUS 900099 1001 1001 1001 1176353 1001 0 1917 394644 394644 111093 111093 8900 8900 3975 3975 OTHER EXPENSES PROGRAM 146997 146997 CAMPAIGN EXPENSE 9279 9279 ADVANCEMENT ACTIVITIES 4655 4596 59 OTHER EXPENSES 2147 540 1607 733 733 682423 652734 18744 10945 99 99 4192559 3537744 480672 322867 281000 281000 2217 4717 285516 1368270 1059246 1066009 6301309 6580706 2897 5694 400000 71280 21550 402897 98524 X 2117715 2527930 3780697 3954252 5898412 6482182 6301309 6580706 X 493930 83077 6763 X 0 1 X 0 0 X 237643 3746419 2006952 1966914 1173435 9131363 237643 3746419 2006952 1966914 1173435 9131363 2975474 6155889 14477 60051 95918 30039 2579 203064 14667 1001 15668 9350095 176173 0.65840 0.65790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 186234 0 186234 152688 33546 186234 151901 787 152688 150991 910 151901 150847 144 150991 1.00000 0 0 0 MUTUAL FUNDS 1368270 F 1368270 INVESTMENT IN JOINT VENTURE 1066009 1066009 X 1266855 89840 662 90502 1176353 0 1176353 683085 662 662 682423 0 682423 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, 2021 AND 2020, 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 662. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 662. X 1 ASHLEY ROUNDTREE & ASSOCIATES 2525 NELSON MILLER PARKWAY LOUISVILLE KY 40223 CAMPAIGN CONSULTING 0 0 0 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY JUBILEE 61997 61997 662 OTHER 737 737 62734 62734 662 662 -662 0 JEFFERSON COMMUNITY & TECHNICAL COLLEGE 109 EAST BROADWAY LOUISVILLE KY 40202 611320380 501 (C) )3) 345072 GRANTS PROVIDED TO SUPPORT COLLEGE INITIATIVES JEFFERSON COUNTY PUBLIC SCHOOLS 3332 NEWBURG ROAD LOUISVILLE KY 40218 49572 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE SCHOLARSHIPS 126 111093 0 0 0 0 0 0 0 0 0 DR TY HANDY EX OFFICIO - PRESIDENT 0 209700 0 24000 0 0 0 21970 0 78290 0 333960 0 0 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 0 107090 0 0 0 0 0 10709 0 35875 0 153674 0 0 NEVILLE BLAKEMORE BOARD MEMBER 9120 NEVILLE BLAKEMORE IS A CONSULTANT WITH ASHLEY/ROUNTREE & ASSOC WHICH PROVIDES CAMPAIGN CONSULTING 0 X EQUIPMENT 1 55000 FMV 0 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 6,763. 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 345072 CASH PAYMENTS