2019-01-14T15:44:41-06:00 2018-05-31 272616366 EBELHAR WHITEHEAD PLLC 100 WEST THIRD STREET SUITE 200 OWENSBORO KY 42303 990 2017-06-01 610660795 BRESCIA UNIVERSITY INC BRES 2706864239 717 FREDERICA STREET OWENSBORO KY 423013023 DALE R CECIL SECRETARY/TREASURER 2706864239 2019-01-19 1 JOSHUA D MEYER CPA P01229485 2709262922 162.155.52.22 2019-01-14 15:44:39 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6E7519E56F8373720869A7273EF058B7DC380585 2017 2019-02-21 02:37:17Z FR LARRY HOSTETTER 2521 SR 657 LEWISPORT KY 42351 28421227 0 0928 X WWW.BRESCIA.EDU X 1950 KY CATHOLIC INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE EDUCATION IN THE URSULINE TRADITION, EMPHASIZING THE LIBERAL ARTS TO PREPARE ITS STUDENTS FOR SUCCESSFUL CAREERS AND FOR SERVICE TO OTHERS. 41 37 414 37 0 0 3411192 3104707 15920376 16524565 398813 938598 306548 81479 20036929 20649349 4571997 5091600 0 0 7805413 8081826 0 0 320335 5542507 5829532 17919917 19002958 2117012 1646391 36382903 37086287 5652024 4517589 30730879 32568698 CATHOLIC INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE EDUCATION IN THE URSULINE TRADITION, EMPHASIZING THE LIBERAL ARTS TO PREPARE ITS STUDENTS FOR SUCCESSFUL CAREERS AND FOR SERVICE TO OTHERS. 0 0 17434108 5091600 17141558 UNDERGRADUATE AND GRADUATE EDUCATION 17434108 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1317 0 1 414 1 0 0 0 0 0 0 0 0 0 0 X 41 37 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 KY X DALE R CECIL 2706864239 717 FREDERICA STREET OWENSBORO KY 42301 J EDWARD BRADLEY TRUSTEE 1.00 X 0 0 0 LARK BUCKMAN TRUSTEE 1.00 X 0 0 0 KEVIN CARRICO TRUSTEE 1.00 X 0 0 0 PATRICK CASON TRUSTEE 1.00 X 0 0 0 LARRY CONDER TRUSTEE 1.00 X 0 0 0 CARL GREENWELL TRUSTEE 1.00 X 0 0 0 SUSIE HARRIS TRUSTEE 1.00 X 0 0 0 DIANE HATCHETT TRUSTEE 1.00 X 0 0 0 RICHARD BROWN TRUSTEE 1.00 X 0 0 0 RICK HIGDON TRUSTEE 1.00 X 0 0 0 DARRELL HIGGINBOTHAM TRUSTEE 1.00 X 0 0 0 LARRY HOSTETTER PRESIDENT 37.50 X X 91446 0 14035 DEAN JONES TRUSTEE 1.00 X 0 0 0 CHARLES KAMUF TRUSTEE 1.00 X 0 0 0 WILLIAM MEDLEY TRUSTEE 1.00 X 0 0 0 JOSEPH MOORE TRUSTEE 1.00 X 0 0 0 LARRY O'BRYAN TRUSTEE 1.00 X 0 0 0 KATHRYN RAYMER TRUSTEE 1.00 X 0 0 0 MICHAEL REYNOLDS TRUSTEE 1.00 X 0 0 0 ROY ROBERTS TRUSTEE 1.00 X 0 0 0 ROD KUEGEL TRUSTEE 1.00 X 0 0 0 KEVIN SCHWARTZ TRUSTEE 1.00 X 0 0 0 CAROL SHIVELY TRUSTEE 1.00 X 0 0 0 SUZANNE CECIL WHITE TRUSTEE 1.00 X 0 0 0 ALEXANDRIA WINK SGA REP 1.00 X 0 0 0 ERNIE TALIAFERRO TRUSTEE 1.00 X 0 0 0 JIM WEAFER TRUSTEE 1.00 X 0 0 0 ROBERT BEST TRUSTEE EMERITUS 1.00 X 0 0 0 JOSEPH ANGELA BOONE TRUSTEE EMERITUS 1.00 X 0 0 0 SAM DUNLANY TRUSTEE EMERITUS 1.00 X 0 0 0 DONALD RINEY TRUSTEE EMERITUS 1.00 X 0 0 0 WAITMAN TAYLOR TRUSTEE EMERITUS 1.00 X 0 0 0 THOMAS THOMPSON TRUSTEE EMERITUS 1.00 X 0 0 0 RONALD TISCH TRUSTEE EMERITUS 1.00 X 0 0 0 WILLIAM YOUNG III TRUSTEE EMERITUS 1.00 X 0 0 0 PAT LYNCH TRUSTEE 1.00 X 0 0 0 JIM DEMAIO ALUMNI REP 1.00 X 0 0 0 JOHN MOORE TRUSTEE 1.00 X 0 0 0 AMELIA STENGER TRUSTEE 1.00 X 0 0 0 JAKE DAVIS STAFF REPRESENTATIVE 37.50 X 40598 0 8872 CONRAD TOEPHER PROFESSER, FACULTY REP 37.50 X 50698 0 11559 CHRIS HOUK VP OF ENROLLMENT 37.50 X 91389 0 13748 TRACY NAYLOR VP OF INSTITUTIONAL ADVANC 37.50 X 66190 0 12473 JOSH CLARY VP OF STUDENT DEVELOPMENT 37.50 X 53416 0 16262 DALE CECIL SECRETARY/TREASURER 37.50 X 78815 0 24708 CHERYL CLEMONS VP OF ACADEMIC AFFAIRS 37.50 X 0 0 0 472552 0 101657 0 0 0 0 HARTZ CONTRACTING 1855 OLD CALHOUN RD OWENSBORO KY 42301 CONSTRUCTION 791766 FRESH IDEAS MANAGEMENT LLC 1000 N NIFONG BLVD COLUMBIA MO 65203 STUDENT DINING 612636 LEARNING HOUSE INC 427 SOUTH FOURTH STREET LOUISVILLE KY 40202 ONLINE COURSES 575000 ROYALL & COMPANY 1920 E PARHAM RD RICHMOND VA 23228 MARKETING SERVICES 132563 EOA ARCHITECTS 515 MAIN ST NASHVILLE TN 37206 ARCHITECTS 122494 5 555064 2549643 1279650 3104707 TUITION & FEES 611600 14075194 14075194 AUXILIARY INCOME 611600 2267892 2267892 MISC STUDENT SERVICES 611600 162246 162246 STUDENT LOAN INTEREST 611600 19233 19233 16524565 334573 334573 103735 35224 68511 68511 68511 7864206 100000 7312059 48122 552147 51878 604025 604025 389441 376473 12968 12968 20649349 17141558 0 403084 5091600 5091600 757027 614800 142227 5925639 5341328 486976 97335 216370 188806 22697 4867 781000 732328 37329 11343 401790 360534 34491 6765 858 858 51364 51364 83891 83891 908698 908698 280692 248517 32175 730133 730133 89252 89252 776912 776912 533469 507846 25623 4321 4321 128435 128435 969222 969222 202361 202361 STUDENT MEALS 566357 566357 REPAIRS & MAINTENANCE 279391 279391 BAD DEBTS 154856 154856 PERKINS CLOSEOUT 69320 69320 19002958 17434108 1248515 320335 4363873 5594570 3280819 1138071 154360 154527 391567 449374 19546 20042 7651 0 33074666 17360695 15045457 15713971 13103650 13999404 15980 16328 36382903 37086287 1619782 1045370 708033 545580 450607 249265 2707800 2580978 165802 96396 5652024 4517589 X 14300955 15382029 6029251 6653072 10400673 10533597 30730879 32568698 36382903 37086287 1646391 191428 0 X 0 1 X 1 1 1 X 12948728 118432 1008577 440340 11818 110085 13513494 11560918 448032 1481835 431159 3108 107790 12948728 12522932 54839 -422503 594350 11560918 12242206 62191 788159 569624 12522932 10988183 58730 1587829 392536 12242206 0.02870 0.75810 0.21320 1 0 45861 22082051 10743717 11384195 4892321 3833956 1058365 6054433 2783022 3271411 15713971 DEPOSITS HELD IN CUSTODY FOR OTHERS 250 ASSET RETIREMENT OBLIGATION 96146 96396 X 15960903 24200 411697 435897 15525006 84177 5040166 5124343 20649349 14470686 24200 411697 435897 14034789 84177 4883992 4968169 19002958 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS, CAMPUS MAINTENANCE, AND ACADEMIC CHAIRS. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE UNIVERSITY IS CLASSIFIED AS A PUBLIC CHARITY QUALIFIED FOR CHARITABLE CONTRIBUTIONS UNDER IRC SECTION 170. THE UNIVERSITY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE UNVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 35,224. COGS 376,473. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION/SCHOLARSHIP 4,753,141. NON-OPERATING INVESTMENT INCOME/LOSS 235,147. GAIN ON DISPOSAL OF ASSETS 51,878. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 35,224. COGS 376,473. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION/SCHOLARSHIP 4,753,141. CHANGE IN STUDENT LOAN RESERVE 9,653. GAIN ON DISPOSAL OF ASSETS 51,878. PERKINS LIQUIDATION 69,320. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 CATALOG AND SOLICITATION MATERIAL HAVE STATEMENTS REGARDING NONDISCRIMINATION. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES ASSISTANCE FROM TITLE IV FINANCIAL AID AND TRIO GRANT. 1 EDUCATIONAL SCHOLARSHIPS/GRANTS 1074 5091600 PART I, LINE 2: THE UNIVERSITY FINANCIAL AID OFFICE AWARDS GRANTS BASED ON DOE TITLE IV REGULATIONS AND UNIVERSITY APPROVED POLICIES. X 6 1267066 STOCK QUOTE X PRINTING 4 5305 DONOR PROVIDED X ADVERTISING 1 3750 DONOR PROVIDED X FURNITURE 1 2279 DONOR PROVIDED X SANDWICH VOUCHERS/COUPONS 1 1250 DONOR PROVIDED 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL DISTRIBUTE A DRAFT OF THE FORM 990 VIA E-MAIL TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH REPRESENTS THE CHAIR OF EACH OF THE BOARD COMMITTEES, PREVIOUS BOARD CHAIR, BISHOP OF DIOCESE OF OWENSBORO, AND THE CONGREGATIONAL LEADER OF ST. JOSEPH FEMALE URSULINE ACADEMY. FORM 990, PART VI, SECTION B, LINE 12C ANY TRANSACTIONS/DECISIONS THAT COULD HAVE POTENTIAL CONFLICT ARE MONITORED BY THE PRESIDENT, CABINET AND BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS AND OTHER KEY EMPLOYEES RECEIVED A COMPENSATION REVIEW IN 2018 BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.