2019-11-15T08:51:14-06:00 2019-06-30 580692043 MAULDIN & JENKINS 537 MARKET STREET SUITE 300 CHATTANOOGA TN 374021239 990 2018-07-01 620476521 UNIVERSITY OF CHATTANOOGA FOUNDATION INC UNIV 4234254393 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 BRYAN K ROWLAND EXECUTIVE DIRECTOR 4234254393 2019-11-09 1 CHRISTIAN BENNETT P01902272 4237566133 2019-11-09 50.192.51.169 2019-11-09 23:03:08 ES P 8913D8BD5D231FCD1F257E4712DB6CF30E22D6DA AF64AC28F8A5520E687C6254FB0E29EA0FCC5472 2018 2020-03-31 21:24:44Z X KIM WHITE 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 52076060 0 X N/A X 1969 TN SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS 37 37 0 37 -491500 0 44193752 8649940 0 0 11875332 2384913 0 0 56069084 11034853 6572285 5813978 0 0 0 0 0 0 2812194 3297615 3681024 9869900 9495002 46199184 1539851 188148215 188099577 10321842 4658927 177826373 183440650 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 5813978 5813978 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 5813978 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 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 4234251768 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 X KIM H WHITE CHAIR 0.50 X X 0 0 0 MIKE COSTELLO VICE-CHAIR 0.50 X X 0 0 0 MIKE KRAMER TRUSTEE 0.50 X 0 0 0 ANDY WALKER III SECRETARY 0.50 X X 0 0 0 FRED DECOSIMO IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 CORINNE ALLEN TRUSTEE 0.50 X 0 0 0 MELANIE BLAKE TRUSTEE 0.50 X 0 0 0 ALEXIS BOGO TRUSTEE 0.50 X 0 0 0 DOUGLAS BROWN TREASURER 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 DANIEL DAY 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 ZAN GUERRY TRUSTEE 0.50 X 0 0 0 JOHN GUTHRIE 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 SCOTT MACLELLAN TRUSTEE 0.50 X 0 0 0 LADELL MCCULLOUGH TRUSTEE 0.50 X 0 0 0 MITCH PATEL 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 CHRIS RAMSEY 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 0 0 0 0 0 0 0 0 428210 8221730 17005 8649940 2727682 -491500 3219182 40698438 41041207 -342769 -342769 -342769 11034853 0 -491500 2876413 5813978 5813978 13841 13841 510022 369224 140798 58621 58621 85000 85000 68311 68311 17138 17138 DEVELOPMENT OPERATING 2671396 2671396 BAD DEBT EXPENSE 253755 253755 OTHER TAXES 2940 2940 9495002 5813978 868830 2812194 26299374 14333402 38799100 33721113 54548737 57255017 68449250 82762616 51754 27429 188148215 188099577 89527 404795 574417 762884 7250000 0 2407898 3491248 10321842 4658927 X 60532247 60156986 25508870 26721632 91785256 96562032 177826373 183440650 188148215 188099577 1539851 4074426 0 X X 0 1 X 1 0 X 7356978 7365623 5170055 12193752 8649940 40736348 7356978 7365623 5170055 12193752 8649940 40736348 508022 40228326 1501690 1367277 1672679 1436197 3219182 9197025 86324 155186 94707 35699 -491500 -119584 49813789 0.80760 0.80460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153398834 4114565 6004756 5481042 158037113 123308572 24840726 9322657 4073121 153398834 113073537 1637480 14777222 6179667 123308572 120606694 2524162 -4707799 5349520 113073537 116511374 2577920 6364163 4846763 120606694 0.37610 0.62390 0 0 0 LIMITED PARTNERSHIPS & OTHER 82762616 F 82762616 DUE TO UTC 3491248 3491248 X 14462678 4074426 15775 4090201 10372477 662376 662376 11034853 9510777 15775 15775 9495002 0 9495002 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 662,376. 1 UNIVERSITY OF TN AT CHATTANOOGA MCCALLIE AVE CHATTANOOGA TN 37403 626001636 170(B)(1)(A)(II) 5796963 17015 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. X FURNITURE AND EQUIPMENT 3 32790 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ZAN GUERRY (TRUSTEE) AND ALEXIS BOGO (TRUSTEE) HAVE A FAMILY RELATIONSHIP. MIKE COSTELLO (TRUSTEE) AND R. FREDERICK DECOSIMO (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 - 1110 MARKET ST., SUITE 300, 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. MELANIE BLAKE - 979 EAST 3RD ST, STE B-601, CHATTANOOGA, TN 37403. 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. DANIEL DAY - 7848 MAGNOLIA LAKE DRIVE, CHATTANOOGA, TN 37421. BETSY BROWN - 832 GEORGIA AVE., SUITE 210, CHATTANOOGA, TN 37402. GREGORY EAVES - 7835 OOLTEWAH GEORGETOWN ROAD, OOLTEWAH, TN 37363. BRETT ROUSCH - 728 MARKET STREET, SUITE 1020, CHATTANOOGA, TN 37402. JOHN FOY - P.O. BOX 48, CHATTANOOGA, TN 37401. VICKY B. GREGG - 191 CHESTNUT ST., #602, CHATTANOOGA, TN 37402. STEVE L. FROST - 300 SOUTH PALISADES DRIVE, SIGNAL MOUNTAIN, TN 37377. ROGER SMITH - 245 MARRCREST LANE, SIGNAL MOUNTAIN, TN 37377. ZAN GUERRY - 1110 MARKET ST., SUITE 317B, CHATTANOOGA, TN 37402. JOHN GUTHRIE - 2554 CRESTWOOD DR., CHATTANOOGA, TN 37415. 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 - 6052 LEE HIGHWAY, CHATTANOOGA, TN 37421. SCOTT MACLELLAN - 820 BROAD ST., SUITE 300, CHATTANOOGA, TN 37402. LADELL MCCULLOUGH - 1200 MARKET STREET, CHATTANOOGA, TN 37402. MITCH PATEL - 411 BROAD STREET, SUITE 401, CHATTANOOGA, TN 37402. ASHLEE PATTEN - 832 GEORGIA AVE., SUITE 360, CHATTANOOGA, TN 37402. SCOTT L. PROBASCO, III - 1 UNION SQUARE, SUITE 300, CHATTANOOGA, TN 37402. CHRIS RAMSEY - 2953 OLD BRITAIN CIRCLE, CHATTANOOGA, TN 37421. GREG A. VITAL - P.O. BOX 249, 8325 HIGHWAY 60, 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 - 17S SWEETBRIAR AVENUE, CHATTANOOGA, TN 37411. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAMPUS DEVELOPMENT FOUNDATION C 428210 U.S. CURRENCY