2022-04-01T08:58:26-05:00 2021-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2020-07-01 610731998 KENTUCKY COUNTRY DAY SCHOOL INC KENT 5024230440 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 ADAM BECKUM CFO 5024230440 2022-03-16 1 ADAM BECKUM 999009999 SARAH K ANTLE P01391676 5024269660 2022-03-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ADAM BECKUM 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 22973813 0 X WWW.KCD.ORG X 1972 KY CHALLENGE STUDENTS TO ACHIEVE ACADEMIC EXCELLENCE AND GAIN CONFIDENCE AND INTEGRITY. 24 24 283 120 2571 0 2111926 2854090 15384627 15400308 293848 1006826 150149 223327 17940550 19484551 0 0 0 0 12963908 12997741 0 0 568951 4093330 4406696 17057238 17404437 883312 2080114 45327857 51663592 9124761 8052358 36203096 43611234 X KENTUCKY COUNTRY DAY SCHOOL CHALLENGES ITS STUDENTS TO ACHIEVE THEIR HIGHEST LEVEL OF ACADEMIC EXCELLENCE AND TO GROW INTO HONORABLE MEN AND WOMEN OF CONFIDENCE AND INTEGRITY. WE INSPIRE PERSONAL GROWTH THROUGH A DIVERSE COMMUNITY AND PARTICIPATION IN ARTS, ATHLETICS AND COMMUNITY SERVICE. BY DOING SO, KENTUCKY COUNTRY DAY SCHOOL PREPARES ITS STUDENTS TO LIVE SUCCESSFUL LIVES AND MAKE MEANINGFUL CONTRIBUTIONS TO SOCIETY. THIS MISSION IS SUMMED UP IN OUR MOTTO: CITIZEN, SCHOLAR, STEWARD. 0 0 13716263 15535238 ACADEMICS: KCD'S APPROXIMATELY 100 TEACHERS FOCUS ON PROVIDING STIMULATION FOR INDIVIDUAL EXPRESSION AND ACHIEVEMENTS FOR THE 850 STUDENTS ENROLLED IN GRADES K-12. TECHNOLOGY IS USED IN INSTRUCTION FROM AN EARLY AGE, AND ALL MIDDLE SCHOOL AND UPPER SCHOOL STUDENTS HAVE LAPTOPS FOR CLASSWORK AND ASSIGNMENTS. THE MAJORITY OF KCD'S UPPER SCHOOL STUDENTS ATTEND COLLEGE, INCLUDING MANY OF THE TOP COLLEGES AND UNIVERSITIES IN THE COUNTRY.ARTS: KCD STUDENTS OF ALL AGE LEVELS DEVELOP THEIR ARTISTIC, THEATRICAL AND MUSICAL TALENTS THROUGH A WIDE RANGE OF PROGRAMS, INCLUDING PERFORMANCE IN A 400 SEAT THEATER.ATHLETICS: KCD STUDENTS DEVELOP THEIR BODIES AND CHARACTERS THROUGH PARTICIPATION IN A VERY WIDE RANGE OF INTERSCHOLASTIC AND INTRAMURAL SPORTS PROGRAMS. 13716263 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 15 0 1 283 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X ADAM BECKUM 5028144307 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 JOHN HANDMAKER CHAIRMAN 3.00 X X 0 0 0 HANK ALFORD VICE CHAIRMAN 2.00 X X 0 0 0 PAM KLINNER TREASURER 1.00 X X 0 0 0 TRACEY JOHNSON SECRETARY 1.00 X X 0 0 0 KATHY COX TRUSTEE 1.00 X 0 0 0 SUSAN DIAMOND TRUSTEE 1.00 X 0 0 0 TAMMALA RIGNEY TRUSTEE 1.00 X 0 0 0 DORIS FLOWERS TRUSTEE 1.00 X 0 0 0 KIMBERLY JACKSON TRUSTEE 1.00 X 0 0 0 SHANE SHAPS TRUSTEE 1.00 X 0 0 0 HUNTER BATES TRUSTEE 1.00 X 0 0 0 ALLAN LATTS TRUSTEE 1.00 X 0 0 0 SEEMA SINGAL TRUSTEE 1.00 X 0 0 0 MEREDITH ALEXANDER TRUSTEE 1.00 X 0 0 0 ADAM ARRINGTON TRUSTEE 1.00 X 0 0 0 GEORGE WAGNER III TRUSTEE 1.00 X 0 0 0 WILLIAM BEAM JR TRUSTEE 1.00 X 0 0 0 RACHEL GREENBERG TRUSTEE 1.00 X 0 0 0 DANIEL MORIARTY TRUSTEE 1.00 X 0 0 0 OMAR AMIN TRUSTEE 1.00 X 0 0 0 BONITA BLACK TRUSTEE 1.00 X 0 0 0 DAN HUNEKE TRUSTEE 1.00 X 0 0 0 WILL WEST TRUSTEE 1.00 X 0 0 0 KASSONDRA HARRIS TRUSTEE 1.00 X 0 0 0 PETER HUESTIS HEAD OF SCHOOL 50.00 X 312090 0 29843 ANNE GLOSKY ASSOC. HEAD OF SCHOOL FOR ACADEMICS 50.00 X 154623 0 13224 ADAM BECKUM CFO 50.00 X 98425 0 9000 JAMES T GREEN ATHLETIC DIRECTOR 50.00 X 148837 0 21455 MARCHE HARRIS DIRECTOR OF ADMISSIONS 50.00 X 130640 0 18098 KENT MARTIN UPPER SCHOOL HEAD 50.00 X 129337 0 19976 AMY MENDEL LOWER SCHOOL HEAD 50.00 X 128870 0 13680 GENTRY EASLEY DEVELOPMENT DIRECTOR 50.00 X 123624 0 7519 1226446 0 132795 11 0 1 0 PARCO CONSTRUCTORS GROUP LLC PO BOX 99339 LOUISVILLE KY 402690339 GENERAL CONTRACTOR 3716369 COMPASS GROUP USA (FLIK DINING SERVICES) PO BOX 91337 CHICAGO IL 606931337 DINING SERVICE 619039 TRANE US INC PO BOX 845053 DALLAS TX 752845053 HVAC VENDOR 357945 SOUTHERN METAL PRODUCTS INC PO BOX 35245 LOUISVILLE KY 402325245 CONSTRUCTION VENDOR 193005 LOUISVILLE MECHANICAL SERVICES 11121 PLANTSIDE DRIVE LOUISVILLE KY 40299 HVAC/MECHANICAL VENDOR 168040 7 103894 2000000 750196 12006 2854090 TUITION AND FEES 611710 14997372 14997372 INSTRUCTIONAL INCOME 611710 167789 167789 ARTS ACADEMY 611710 96101 96101 SUMMER PROGRAMS 611710 73132 73132 AFTER SCHOOL PROGRAMS 611710 44113 44113 21801 21801 15400308 265414 265414 20567 0 20567 20567 2571 17996 4167774 3426362 741412 741412 741412 0 103894 13800 -13800 -13800 130730 49100 81630 81630 MISCELLANCE INCOME 900099 134930 134930 134930 19484551 15535238 2571 1092652 685472 134357 482040 69075 10136458 8418173 1437388 280897 621691 540184 67485 14022 815707 667315 133034 15358 738413 586962 127873 23578 46563 46563 72034 72034 116475 22344 93231 900 97240 48620 48620 534875 421214 101170 12491 327295 313658 12273 1364 1146861 910073 200150 36638 98344 98344 1012441 803406 176691 32344 100288 79582 17502 3204 INSTRUCTIONAL EXPENSES 579725 579725 OTHER OPERATONAL EXPENS 186258 147800 32508 5950 PROFESSIONAL DEVELOPMEN 39213 31117 6843 1253 DEVELOPMENT 23257 23257 25827 11733 14094 17404437 13716263 3119223 568951 167498 11205 7530244 4215619 1693346 749547 64506 29712 150261 359189 36819840 15694022 16302185 21125818 14184542 18371985 26848 5208427 6800517 45327857 51663592 1674541 2045897 3261288 3909982 1940926 1960158 2000000 228774 155553 9124761 8052358 X 12801361 16594507 23401735 27016727 36203096 43611234 45327857 51663592 X 2080114 3688015 1640009 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19011625 144994 6253779 596499 24813899 18328791 139749 738698 595613 19011625 17119454 273275 1520131 584069 18328791 16376902 164715 1192837 554888 60112 17119454 15019455 33116 1946331 590384 31616 16376902 0.05930 0.63010 0.31060 1 0 658970 658970 24953997 10482757 14471240 5951435 4530771 1420664 5255438 680494 4574944 21125818 OTHER RECEIVABLES 333425 BENEFICIAL INTEREST IN CHARTIABLE TRUSTS 6467092 6800517 DEPOSITS HELD FOR OTHERS 112926 CAPITAL LEASE OBLIGATION 42627 155553 X 24801514 3688015 1700982 5388997 19412517 72034 72034 19484551 17393376 60973 60973 17332403 72034 72034 17404437 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO SUPPORT OPERATIONS. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2021 AND 2020, THE SCHOOL DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 1,640,009. COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 60,973. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 60,973. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICIES ARE PUBLICIZED THROUGH ADVERTISEMENT BOTH IN PRINT AND BROADCAST. SCHEDULE E, PART I, LINE 6 THE SCHOOL DOES NOT RECEIVE FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY DURING THE NORMAL COURSE OF THE SCHOOL'S OPERATIONS. HOWEVER, DUE TO THE COVID-19 PANDEMIC, THE SCHOOL RECEIVED A LOAN PURSUANT TO THE PAYCHECK PROTECTION PROGRAM, A PROGRAM IMPLEMENTED BY THE U.S. SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE PRINCIPAL AMOUNT OF THE LOAN IS SUBJECT TO FORGIVENESS PROVIDED THE LOAN PROCEEDS ARE USED TO PAY COVERED EXPENSES. THE SCHOOL INCURRED COVERED EXPESES SUFFICIENT TO MEET THE REQUIREMENTS FOR FULL FORGIVENESS. KCDATE AUCTION 103894 103894 0 11873 103894 103894 11873 11873 -11873 130730 0 49100 0 130730 49100 49100 81630 KY 1 0 1 0 1.00000 WENDY HESKETH 4100 SPRINGDALE ROAD LOUSIVILE KY 40241 0 GENTRY EASLEY 0 OVERSEES DISTRIBUTION AND COLLECTION OF RAFFLE TICKETS, DEPOSITS MONEY FROM SALES OF RAFFLE TICKETS AND FILES CHARITABLE GAMING REPORTS WITH THE STATE. X 0 X X X X 0 0 0 0 0 0 0 1 0 PETER HUESTIS HEAD OF SCHOOL 312090 0 0 0 0 0 19500 0 10343 0 341933 0 0 0 JAMES T GREEN ATHLETIC DIRECTOR 147195 0 0 0 1642 0 11163 0 10292 0 170292 0 0 0 ANNE GLOSKY ASSOC. HEAD OF SCHOOL FOR ACADEMICS 152623 0 0 0 2000 0 11597 0 1627 0 167847 0 0 0 PART I, LINE 7 OFFICERS BONUSES ARE BASED ON PREDETERMINED SCHOOL OBJECTIVES ESTABLISHED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. A CITY OF BROWNSBORO FARM KENTUCKY 610845788 2021-04-29 13500000 EDUCATIONAL FACILITIES REVENUE BONDS AND REFUNDING OF PRIOR BONDS. 0 0 0 A 2205022 255022 1950000 1 0 0 0 A 0 0 0 0 0.00280 0.00280 0 0 1 A 0 0 0 1 1 0 0 0 0 A 0 PETER HUESTIS OFFICER - HEAD OF SCHOOL 22400 DISCOUNTED TUITION JEFF TOPHAM DIRECTOR OF COMMUNICATIONS 79487 SALARYJEFF TOPHAM IS THE SPOUSE OF THE ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS. 0 HEATHER ALFORD FACULTY MEMBER 30900 SALARYHEATHER ALFORD IS THE WIFE OF A TRUSTEE. 0 MARY CLAY EDINGER FACULTY MEMBER 53350 SALARYMARY CLAY EDINGER IS THE DAUGHTER OF A TRUSTEE. 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE INTERIM CFO AND THE FINANCE COMMITTEE. THE 990 IS ONLY APPROVED BY THE FINANCE COMMITTEE. ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KCD CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLECT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE COMPLETED AND SIGNED BY TRUSTEES, CERTAIN OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 A SPECIAL COMPENSATION COMMITTEE CONSISTING OF CURRENT BOARD MEMBERS, REVIEWS COMPARABLE DATA AND INDEPENDENT FINDINGS BEFORE ESTABLISHING THE COMPENSATION OF THE HEAD OF SCHOOL. THE HEAD OF SCHOOL DETERMINES THE OFFICERS' COMPENSATION. THE HEAD OF SCHOOL TAKES INTO CONSIDERATION REPORTS FROM INDEPENDENT SCHOOL DATA EXCHANGE (INDEX), MARKET CONSIDERATIONS (SUCH AS SIMILAR POSITIONS AT OTHER SCHOOLS), PERFORMANCE AND THE OVERALL COMPENSATION POOL FORM 990, PART VI, SECTION C, LINE 19 KENTUCKY COUNTRY DAY SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTERET POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST TRUST 1,640,009.