2021-03-17T15:12:16-05:00 2020-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2019-07-01 610731998 KENTUCKY COUNTRY DAY SCHOOL INC KENT 5024230440 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 ADAM BECKUM CFO 5024230440 2021-03-10 1 SARAH K ANTLE P01391676 5024269660 2019 2022-09-23 18:48:47Z ADAM BECKUM 4100 SPRINGDALE ROAD LOUISVILLE KY 40241 23681905 0 X WWW.KCD.ORG X 1972 KY CHALLENGE STUDENTS TO ACHIEVE ACADEMIC EXCELLENCE AND GAIN CONFIDENCE AND INTEGRITY. 25 25 292 150 15530 0 2424237 2111926 15883235 15384627 594836 293848 158712 150149 19061020 17940550 0 0 0 0 13035111 12963908 0 0 658910 4565842 4093330 17600953 17057238 1460067 883312 42232674 45327857 7469127 9124761 34763547 36203096 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 13373475 15433607 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. 13373475 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 32 0 1 292 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 GEORGE J WAGNER III CHAIRMAN 3.00 X X 0 0 0 JOHN HANDMAKER VICE CHAIRMAN 2.00 X X 0 0 0 PAM KLINNER TREASURER 1.00 X X 0 0 0 HANK ALFORD SECRETARY 1.00 X X 0 0 0 SHELLY BREIER TRUSTEE 1.00 X 0 0 0 BARBIE DICKENS TRUSTEE 1.00 X 0 0 0 RODERICK PURDY TRUSTEE 1.00 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 DR KIMATHI DOSS 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 ELIZABETH POINDEXTER TRUSTEE 1.00 X 0 0 0 SEEMA SHETH 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 WILLIAM BEAM JR TRUSTEE 1.00 X 0 0 0 RACHEL GREENBERG TRUSTEE 1.00 X 0 0 0 TRACEY JOHNSON TRUSTEE 1.00 X 0 0 0 DANIEL MORIARTY TRUSTEE 1.00 X 0 0 0 WILL WEST TRUSTEE 1.00 X 0 0 0 ANNE GLOSKY ASSOC. HEAD OF SCHOOL FOR ACADEMICS 50.00 X 200295 0 15885 DONNA PACCHIONI INTERIM CFO 50.00 X 178900 0 102 PETER HUESTIS HEAD OF SCHOOL 50.00 X 154500 0 16573 JAMES T GREEN ATHLETIC DIRECTOR 50.00 X 146551 0 20925 MARCHE HARRIS DIRECTOR OF ADMISSIONS 50.00 X 129003 0 17580 AMY MENDEL LOWER SCHOOL DIVISION DIRECTOR 50.00 X 126740 0 13269 GENTRY EASLEY DEVELOPMENT DIRECTOR 50.00 X 121200 0 7374 KENT MARTIN UPPER SCHOOL DIVISION DIRECTOR 50.00 X 125335 0 19334 1182524 0 111042 12 0 1 0 GORDON FOOD SERVICE 641 S HURSTBOURNE PKWY LOUISVILLE KY 40222 FOOD SERVICE 159609 SHERMAN-CARTER-BARNHART ARCHITECTS 9300 SHELBYVILLE RD SUITE 502 LOUISVILLE KY 40222 ARCHITECTS 125712 2 119741 1992185 11915 2111926 TUITION AND FEES 611710 14789211 14789211 ARTS ACADEMY 611710 160367 160367 AFTER SCHOOL PROGRAMS 611710 150473 150473 SUMMER PROGRAMS 611710 141268 141268 INSTRUCTIONAL INCOME 611710 84721 84721 58587 58587 15384627 299976 299976 85004 0 85004 85004 15530 69474 5658497 5661786 2839 -3289 -2839 -6128 -6128 5450 119741 45735 -40285 -40285 87445 30995 56450 56450 MISCELLANCE INCOME 900099 48980 48980 48980 17940550 15433607 15530 379487 701832 152509 483327 65996 10066754 8354386 1411693 300675 626281 534673 74634 16974 820437 650963 148458 21016 748604 595901 126998 25705 23982 23982 1750 1750 63452 63452 98531 21676 75930 925 80644 40322 40322 391899 295787 86121 9991 287775 273701 11978 2096 845878 669630 147673 28575 98089 98089 980486 776190 171173 33123 119960 94965 20943 4052 INSTRUCTIONAL ACTIVITIE 583498 583498 OTHER OPERATONAL 314274 248791 54866 10617 DEVELOPMENT 96269 96269 PROFESSIONAL DEVELOPMEN 76184 60310 13300 2574 30659 20173 10486 17057238 13373475 3024853 658910 301491 167498 3396312 7530244 2054248 1693346 71662 64506 455837 150261 31060611 14758426 16771807 16302185 14293784 14184542 2204 26848 4885329 5208427 42232674 45327857 1591836 1674541 3676717 3261288 1960466 1960158 2000000 240108 228774 7469127 9124761 X 13096727 12801361 21666820 23401735 34763547 36203096 42232674 45327857 X 883312 24036 532201 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18328791 139749 738698 595613 19011625 17119454 273275 1520131 584069 18328791 16376902 164715 1192837 554888 60112 17119454 15019455 33116 1946331 590384 31616 16376902 16190610 162192 58293 1355448 36192 15019455 0.05550 0.73440 0.21010 1 0 658970 658970 22819368 9900619 12918749 5608428 4232100 1376328 1973845 625707 1348138 16302185 OTHER RECEIVABLES 381344 BENEFICIAL INTEREST IN CHARTIABLE TRUSTS 4827083 5208427 DEPOSITS HELD FOR OTHERS 228774 228774 X 18510065 24036 608931 632967 17877098 63452 63452 17940550 17070516 76730 76730 16993786 63452 63452 17057238 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, 2020 AND 2019, 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 519,267. CHANGE IN VALUE OF DERIVATIVE FINANCIAL STATEMENT 12,934. COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 76,730. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF FUNDRAISERS SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS 76,730. 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 BELIEVES IT HAS INCURRED COVERED EXPESES SUFFICIENT TO MEET THE REQUIREMENTS FOR FULL FORGIVENESS. X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DR SUITE 2100 CHICAGO IL 60601 CONSULT OF FUNDRAISING TECHNIQUES 0 0 40650 -40650 40650 -40650 KY KCDATE AUCTION 125191 119741 5450 11848 33867 125191 119741 5450 11848 33867 45715 -40265 87445 30000 995 0 87445 30000 995 30995 56450 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 1 X X X X 0 0 0 0 0 0 0 1 0 ANNE GLOSKY ASSOC. HEAD OF SCHOOL FOR ACADEMICS 176656 0 20220 0 3419 0 14258 0 1627 0 216180 0 0 0 DONNA PACCHIONI INTERIM CFO 178900 0 0 0 0 0 0 0 102 0 179002 0 0 0 PETER HUESTIS HEAD OF SCHOOL 154500 0 0 0 0 0 10639 0 5934 0 171073 0 0 0 JAMES T GREEN ATHLETIC DIRECTOR 144309 0 0 0 2242 0 10991 0 9934 0 167476 0 0 0 PART I, LINE 7 OFFICER BONUSES ARE BASED ON PREDETERMINED SCHOOL OBJECTIVES ESTABLISHED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. ANNE GLOSKY OFFICER - ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS 11622 DISCOUNTED TUITION PETER HUESTIS OFFICER - HEAD OF SCHOOL 21742 DISCOUNTED TUITION JEFF TOPHAM DIRECTOR OF COMMUNICATIONS 59449 SALARYJEFF TOPHAM IS THE HUSBAND OF ANNE GLOSKY, THE ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS. 0 HEATHER ALFORD FACULTY MEMBER 30294 SALARYHEATHER ALFORD IS THE WIFE OF A TRUSTEE. 0 MARY CLAY EDINGER FACULTY MEMBER 77928 SALARYMARY CLAY EDINGER IS THE DAUGHTER OF A TRUSTEE. 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE 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 519,267. CHANGE IN VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 12,934.