WESTERN KENTUCKY UNIVERSITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN KENTUCKY UNIVERSITY FOUNDATION (EIN 61-1251555)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201712269349301326
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T11:07:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W JEFFERSON STREET SUITE 1400 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611251555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN KENTUCKY UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 2707456208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 ALUMNI AVENUE NO 305 | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC ARCHAMBAULT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2707456208 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA SEBASTIAN | PreparerPersonNm |
| PTIN | P01251828 | PTIN |
| Phone | 5025896050 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.145.0.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-10 | IPDt |
| IP Tm | 09:10:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67678B9090AC6D3034054AE74C3FA2906CDD5DF5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WKU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC ARCHAMBAULT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 ALUMNI AVENUE NO 305 | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,467,507 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WKUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | PROGRAM SERVICES BENEFITTING WKU FACULTY, STAFF, AND STUDENTS - APPROXIMATELY 23,518 SERVED IN 2016. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,849,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,505,270 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $188,542 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,669,523 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,167,558 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,172 | PYOtherRevenueAmt |
| CY Other Revenue | $229,496 | CYOtherRevenueAmt |
| PY Total Revenue | $17,712,487 | PYTotalRevenueAmt |
| CY Total Revenue | $10,567,208 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,559,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,003,957 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,482,827 | PYOtherExpensesAmt |
| CY Other Expenses | $4,549,447 | CYOtherExpensesAmt |
| PY Total Expenses | $8,042,334 | PYTotalExpensesAmt |
| CY Total Expenses | $18,553,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,670,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,986,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,963,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,463,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,287,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,124,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,676,445 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,338,482 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF WESTERN KENTUCKY UNIVERSITY FOUNDATION (WKUF) IS TO CREATE A CULTURE OF PHILANTHROPY THAT WILL ADVANCE THE GOALS OF WKU THROUGH FUNDRAISING, PRUDENT AND TRUSTED FINANCIAL MANAGEMENT AND INVESTMENT OF RESOURCES GIVEN FOR THE BENEFIT OF WKU AND IN KEEPING WITH THE WISHES OF DONORS. THE WKUF WILL MEET THE HIGHEST STANDARDS OF BEST PRACTICES IN ALL ASPECTS OF ITS OPERATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,201,125 | ExpenseAmt |
| Grant | $3,724,155 | GrantAmt |
| Revenue | $32,320 | RevenueAmt |
| Desc | PROGRAM SERVICES BENEFITTING THE FACULTY AND STUDENTS OF WESTERN KENTUCKY UNIVERSITY - APPROXIMATELY 23,518 PEOPLE WERE SERVED DURING 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $546,311 | ExpenseAmt |
| Grant | $485,323 | GrantAmt |
| Desc | FUNDING FOR PUBLIC SERVICE AREAS OF WESTERN KENTUCKY UNIVERSITY (PUBLIC BROADCASTING, KENTUCKY MUSEUM, CLINICAL EDUCATION COMPLEX) TO BENEFIT RESIDENTS OF SOUTH CENTRAL KENTUCKY, NORTHERN TENNESSEE, AND SOUTHERN INDIANA - APPROXIMATELY 800,000 PEOPLE WERE SERVED DURING 2016. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,969,184 | ExpenseAmt |
| Grant | $9,794,479 | GrantAmt |
| Desc | FUNDING FOR THE CONSTRUCTION AND EQUIPMENT COSTS ASSOCIATED WITH THE CONSTRUCTION OF SEVERAL BUILDINGS ON WKUS MAIN CAMPUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,716,620 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA JARBOE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2707456421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 ALUMNI AVENUE SUITE 305 | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DR CHARLES ANDERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARK ANTONINI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DALE AUGENSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BRYAN BAYSINGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR CRAIG BROWNING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PAUL CALICO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RANDY CAPPS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JENNIFER GREULICH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR THOMAS HART | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR FREDDIE HIGDON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JULIE HINSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DION HOUCHINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JIM MARTENS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR KIM MENKE | |||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TONY PELASKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TOM PENNINGTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT P RAMSEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAN L RENSHAW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RANDY SCHUMAKER | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR STEVE SHIRLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DONALD SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $128,610 | $37,337 | ||
| MR DAVID TATMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $49,725 | $4,102 | ||
| MR GARRY WATKINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID WISEMAN | |||||||
| FORMER CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BOB YOUNG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA BROWN | |||||||
| SECRETARY | 2.00 | $0 | $52,200 | $33,934 | 35.50 | Yes (X) | |
| PAULA COCKREL JARBOE | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | $0 | $98,214 | $29,556 | Yes (X) | ||
| MARC ARCHAMBAULT | |||||||
| PRESIDENT | 10.00 | $0 | $242,154 | $53,035 | 27.50 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $570,903 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A & K CONSTRUCTION INC | |||||
| 100 CALLOWAY COURT | PADUCAH | KY | 42001 | CONSTRUCTION OF ADDITION TO GATTON ACADE | $6,726,404 |
| SPORTS CONSTRUCTION MANAGEMENT INC | |||||
| 4509 S HWY 150 | LEXINGTON | NC | 27295 | CONSTRUCTION OF NEW BASEBALL FIELD | $407,029 |
| DIMEO SCHNEIDER & ASSOCIATES LLC | |||||
| 500 WEST MADISON ST SUITE 1700 | CHICAGO | IL | 60661 | INVESTMENT CONSULTANTS | $155,553 |
| ASTROTURF CORPORATION | |||||
| 2680 ABUTMENT RD | DALTON | GA | 30721 | TURF FOR BASEBALL FIELD | $109,156 |
| ROSS TARRANT ARCHITECTS | |||||
| 101 OLD LAFAYETTE AVE | LEXINGTON | KY | 40502 | ARCHITECTURAL SERVICES | $108,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,505,270 | AllOtherContributionsAmt |
| Noncash Contributions | $1,216,181 | NoncashContributionsAmt |
| Total Contributions | $13,505,270 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,431,953 | TotalRevenueColumnAmt |
| Exclusion | $2,431,953 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,584 | TotalRevenueColumnAmt |
| Exclusion | $21,584 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,592 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,592 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,592 | TotalRevenueColumnAmt |
| Exclusion | $175,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,300,788 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,900,299 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,599,511 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,599,511 | TotalRevenueColumnAmt |
| Exclusion | -$5,599,511 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,320 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,320 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,567,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,970,382 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,003,957 | TotalAmt |
| Program Services | $14,003,957 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,150 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,965 | TotalAmt |
| Management And General | $31,965 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,543 | TotalAmt |
| Management And General | $49,543 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,839 | TotalAmt |
| Program Services | $162,527 | ProgramServicesAmt |
| Management And General | $181,265 | ManagementAndGeneralAmt |
| Fundraising | $1,047 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,298 | TotalAmt |
| Program Services | $45,298 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,153 | TotalAmt |
| Program Services | $285,805 | ProgramServicesAmt |
| Management And General | $37,791 | ManagementAndGeneralAmt |
| Fundraising | $557 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,712 | TotalAmt |
| Management And General | $23,712 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,587 | TotalAmt |
| Program Services | $23,731 | ProgramServicesAmt |
| Management And General | $2,856 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,126 | TotalAmt |
| Program Services | $682,642 | ProgramServicesAmt |
| Management And General | $28,822 | ManagementAndGeneralAmt |
| Fundraising | $11,662 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,936 | TotalAmt |
| Program Services | $71,552 | ProgramServicesAmt |
| Management And General | $6,384 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,454 | TotalAmt |
| Program Services | $39,454 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,341 | TotalAmt |
| Program Services | $241,341 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,112 | TotalAmt |
| Program Services | $15,129 | ProgramServicesAmt |
| Management And General | $20,983 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMBURSED SALARIES AND | $2,046,682 | $1,630,032 | $399,851 | $16,799 |
| MEMBERSHIP & DUES | $383,306 | $383,306 | ||
| MISCELLANEOUS | $89,296 | $66,899 | $2,858 | $19,539 |
| SPEAKER FEES | $54,947 | $54,947 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,553,404 | TotalAmt |
| Program Services | $17,716,620 | ProgramServicesAmt |
| Management And General | $787,180 | ManagementAndGeneralAmt |
| Fundraising | $49,604 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,607,529 | BOYAmt |
| EOY | $3,971,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,446,401 | BOYAmt |
| EOY | $4,521,306 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,399 | BOYAmt |
| EOY | $3,300 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,048 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,287 | BOYAmt |
| EOY | $90,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,560,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $744,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,058,016 | BOYAmt |
| EOY | $9,816,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,845,950 | BOYAmt |
| EOY | $48,902,462 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,979,519 | BOYAmt |
| EOY | $17,561,035 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,971,776 | BOYAmt |
| EOY | $18,597,052 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,963,925 | BOYAmt |
| EOY | $103,463,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,772 | BOYAmt |
| EOY | $1,480,198 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,971,776 | BOYAmt |
| EOY | $18,597,052 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,896 | BOYAmt |
| EOY | $1,076,896 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,978,036 | BOYAmt |
| EOY | $1,970,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,287,480 | BOYAmt |
| EOY | $23,124,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,466,886 | BOYAmt |
| EOY | $9,884,637 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,236,681 | BOYAmt |
| EOY | $19,690,618 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,972,878 | BOYAmt |
| EOY | $50,763,227 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,676,445 | BOYAmt |
| EOY | $80,338,482 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,963,925 | BOYAmt |
| EOY | $103,463,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,986,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,752,701 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$104,468 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,674,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,500,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,910,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,849,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,505,270 | CurrentTaxYearAmt |
| Total | $53,438,975 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,674,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,500,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,910,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,849,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,505,270 | CurrentTaxYearAmt |
| Total | $53,438,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,436,227 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,002,748 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,117,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,135,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,280,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,243,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,431,953 | CurrentTaxYearAmt |
| Total | $11,207,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,646,820 | TotalSupportAmt |
| Public Support CY170 | 0.72710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,391,113 | BeginningYearBalanceAmt |
| Contributions | $4,830,442 | ContributionsAmt |
| Investment Earnings Or Losses | $4,627,861 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,121,672 | OtherExpendituresAmt |
| End Year Balance | $51,727,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,675,633 | BeginningYearBalanceAmt |
| Contributions | $7,756,960 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,035,350 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,006,130 | OtherExpendituresAmt |
| End Year Balance | $50,391,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,965,375 | BeginningYearBalanceAmt |
| Contributions | $2,439,765 | ContributionsAmt |
| Investment Earnings Or Losses | $1,222,382 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,951,889 | OtherExpendituresAmt |
| End Year Balance | $51,675,633 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,306,492 | BeginningYearBalanceAmt |
| Contributions | $2,489,315 | ContributionsAmt |
| Investment Earnings Or Losses | $6,719,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,550,377 | OtherExpendituresAmt |
| End Year Balance | $50,965,375 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,307,201 | BeginningYearBalanceAmt |
| Contributions | $858,539 | ContributionsAmt |
| Investment Earnings Or Losses | $4,920,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,780,178 | OtherExpendituresAmt |
| End Year Balance | $45,306,492 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,148,500 | OtherCostOrOtherBasisAmt |
| Book Value | $1,148,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,412,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $744,135 | DepreciationAmt |
| Book Value | $8,668,175 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,816,675 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD INSTL INDEX FD SH BEN INT FD #94 | $9,155,895 | C |
| WEATHERLOW OFFSHORE FUND | $5,433,230 | C |
| OTHER SECURITIES | $2,971,910 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,561,035 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD FOR OTHERS | Desc |
| Book Value | $18,597,052 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,597,052 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $817,313 |
| DEFERRED GIFT LIABILITIES | $1,034,126 |
| DUE TO WESTERN KENTUCKY UNIVERSITY | $119,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,970,745 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,260,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,752,701 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$59,148 | OtherRevenueAmt |
| Revenue Not Reported | $8,693,553 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,567,208 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,567,208 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,598,724 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,320 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,320 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,553,404 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,553,404 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ASSETS HELD FOR OTHERS REPRESENT RESOURCES IN THE POSSESSION OF, BUT NOT UNDER THE CONTROL OF, THE FOUNDATION. AT DECEMBER 31, 2016, ASSETS HELD FOR OTHERS CONSIST OF THE FOLLOWING: WKU-REGIONAL UNIVERSITY EXCELLENCE TRUST FUND $13,039,813; WKU-SELF-INSURANCE PROGRAM FUNDS $3,371,577; HILLTOPPER ATHLETIC FOUNDATION $550,385; GREEN RIVER $25,277; WKU $1,610,000; TOTAL ASSETS HELD FOR ANOTHER $18,597,052. ACCORDINGLY, THE BALANCE SHEET REFLECTS A LIABILITY FOR ASSETS HELD FOR OTHERS IN THE AMOUNT OF $18,597,052 AS OF DECEMBER 31, 2016. |
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS FOR SUPPORT OF WESTERN KENTUCKY UNIVERSITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ACTUARIAL LOSS FROM DEFERRED GIFT LIABILITIES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COLLEGE HEIGHTS FOUNDATION | |||||||
| 1906 COLLEGE HEIGHTS BLVD 41016 | BOWLING GREEN | KY | 42101 | 610459494 | 501(C)(3) | $8,560 | TO PROVIDE SUPPORT OF SCHOLARSHIPS |
| HILLTOPPER ATHLETIC FOUNDATION INC | |||||||
| 1605 AVENUE OF CHAMPIONS | BOWLING GREEN | KY | 42101 | 610656420 | 501(C)(3) | $277,964 | TO PROVIDE SUPPORT OF CAMPUS ATHLETIC FACILITIES AND FOR THE MIAMI BEACH BOWL |
| WESTERN KENTUCKY UNIVERSITY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 616055628 | 501(C)(3) | $13,650,463 | TO PROVIDE CULTURAL, ACADEMIC, CONSTRUCTION AND OTHER GENERAL SUPPORT |
| WKU RESEARCH FOUNDATION | |||||||
| 1906 COLLEGE HEIGHTS BLVD 11026 | BOWLING GREEN | KY | 42101 | 611358086 | 501(C)(3) | $5,000 | TO PROVIDE SUPPORT OF RESEARCH ACTIVITIES |
| WKU ALUMNI ASSOCIATION | |||||||
| 292 ALUMNI AVENUE | BOWLING GREEN | KY | 42101 | 611288130 | 501(C)(3) | $45,335 | TO SUPPORT ALUMNI ACTIVITIES ON CAMPUS |
| WKU ALUMNI SQUARE DEVELOPMENT LLC | |||||||
| 292 ALUMNI AVENUE | BOWLING GREEN | KY | 42101 | 472567845 | $16,635 | TO OWN, DEVELOP, AND OPERATE THE ALUMNI GARAGE WRAP, COURTYARD, AND PARKING LOT ACROSS FROM THE ALUMNI GARAGE. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN THE UNITED STATES AND MONITORS THE USE BY REVIEWING REQUESTS FOR HOW THE MONEY WILL BE USED AND FOLLOWING UP WITH THESE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR DONALD SMITH | ||||||||||||||
| TRUSTEE | $0 | $128,610 | $0 | $0 | $0 | $0 | $0 | $20,290 | $0 | $17,047 | $0 | $165,947 | $0 | $0 |
| MARC ARCHAMBAULT | ||||||||||||||
| PRESIDENT | $0 | $242,154 | $0 | $0 | $0 | $0 | $0 | $33,373 | $0 | $19,662 | $0 | $295,189 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. THE RELATED ORGANIZATION USES A WRITTEN EMPLOYMENT CONTRACT AS WELL AS OBTAINING APPROVAL FROM THE BOARD IN ESTABLISHING THE PRESIDENT'S COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,854 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $68,307 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,077,345 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES OR MATERIALS | 45 | $18,370 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 19 | $13,072 | FAIR MARKET VALUE |
| Yes (X) | LIVESTOCK | 1 | $150 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD INCLUDES 4 MEMBERS BECAUSE OF THEIR POSITIONS IN OTHER ORGANIZATIONS (PRESIDENTS OF HAF, COLLEGE HEIGHTS FOUNDATION, WKU ALUMNI ASSOCATION AND CHAIR OF THE WKU BOARD OF REGENTS). |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS HAVE BEEN CHANGED TO INCLUDE CHAIRPERSONS FOR EACH COMMITTEE, TO ASSIGN THE AFOREMENTIONED CHAIRPERSONS TO THE EXECUTIVE COMMITTEE AND TO HAVE THE TERMS OF THE CHAIRPERSONS, COINCIDE WITH THE CHAIRPERSONS OF THE BOARD. ADDITIONAL MINOR CHANGES INCLUDED, REMOVING CEO FROM AN OFFICER'S TITLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED AFTER THE BOARD REVIEWS AND APPROVES THE AUDIT. ONCE THE FORM 990 IS PREPARED, THE CFO AND EXECUTIVE DIRECTOR REVIEW IT BEFORE IT IS PROVIDED TO THE BOARD AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD AND STAFF MEMBER IS REQUIRED TO ANNUALLY UPDATE THEIR INFORMATION IN THE CONFLICT OF INTEREST STATEMENT. THE BOARD SECRETARY REVIEWS EACH FORM SUBMITTED AND BRINGS ANY ITEMS LISTED TO THE PRESIDENT'S ATTENTION. THE PRESIDENT THEN REVIEWS EACH ITEM WITH THE BOARD MEMBER AND BRINGS ANY QUESTIONABLE SITUATIONS TO THE BOARD'S ATTENTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDIT RESULTS, FORM 990, BY-LAWS, ARTICLES OF INCORPORATION, AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION ON THEIR WEBSITE. THE CONFLICT OF INTEREST POLICY IS PROVIDED ON AN "AS NEEDED" BASIS. |
| FORM 990, PART XI, LINE 9: | NET ACTUARIAL LOSS FROM DEFERRED GIFT LIABILITIES -59,148. PROVISION FOR UNCOLLECTIBLE PLEDGES -45,320. |
| FORM 990, PART XII, LINE 2C | A DRAFT OF THE FINANCIAL STATEMENTS IS PRESENTED BY THE INDEPENDENT AUDITORS TO THE FINANCE AND AUDIT COMMITTEE WHO PRESENTS IT TO THE FULL BOARD FOR APPROVAL. A FORMAL REQUEST FOR PROPOSAL PROCESS IS FOLLOWED WHEN SELECTING AN INDEPENDENT ACCOUNTANT. |
| SCHEDULE B, PART II - SECURITIES DONATED BY DONOR 4 | SECURITIES DONATED: MO (400 SH), AMT (240 SH), ABBV (400 SH), T (800 SH), AWK (400 SH), ADP (300 SH), CMCSA (300 SH), CAH (250 SH), CVS (200 SH), COST (180 SH), D (250 SH), DIS (200 SH), FDX (150 SH), HON (200 SH), HD (180 SH), LLY (300 SH), MDLZ (500 SH), NEE (200 SH), PPL (700 SH), TMO (150 SH), VLO (300 SH), VZ (300 SH), V (400 SH), SGENX (561 SH), WATFX (3,883 SH), PPSPX (3,234 SH), EIGMX (3,447 SH), LDLFX (5,955 SH), PONPX (3,603 SH), ABCYX (3,072 SH) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WKU ALUMNI SQUARE DEVELOPMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 ALUMNI AVENUE | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472567845 | EIN |
| Primary Activities | OWN, DEVELOP, AND OPERATE PROPERTY ACROSS FROM THE ALUMNI GARAGE | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Total Income | -$10,775 | TotalIncomeAmt |
| End Of Year Assets | $770,980 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN KENTUCKY UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN KENTUCKY UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1906 COLLEGE HEIGHTS BLVD | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616055628 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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