The Quality and Charity Care Trust Inc: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Quality and Charity Care Trust Inc (EIN 61-1024497)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349307710
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:01:53-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611024497 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE QUALITY AND CHARITY CARE TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUAL | NameControl |
| Phone | 5028527072 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office | AddressLine1 |
| Address Line2 | University of Louisville | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID DUNN | Name |
| Title | VICE CHAIR | Title |
| Date Signed | 2013-10-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rachel Spurlock | Name |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR STEPHANIE MAYFIELD GIBSON | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29594199 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE ORGANIZATION IS TO MANAGE GOVERNMENT FUNDS RECEIVED AND TO DISBURSE SUCH FUNDS TO UNIVERSITY MEDICAL CENTER, INC. FOR PROVIDING HOSPITAL CARE SERVICES TO ECONOMICALLY DISADVANTAGED PATIENTS THROUGH THE UNIVERSITY OF LOUISVILLE HOSPITAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33862004 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29588427 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29320 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5772 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33891324 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29594199 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 33878700 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29588427 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19732 | OtherExpensePriorYear |
| Other Expenses Current Year | 20847 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33898432 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29609274 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7108 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15075 | RevenuesLessExpensesCY |
| Total Assets BOY | 34588 | TotalAssetsBOY |
| Total Assets EOY | 19513 | TotalAssetsEOY |
| Total Liabilities BOY | 34588 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19513 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SOLE PURPOSE OF THE TRUST IS TO MANAGE GOVERNMENT FUNDS RECEIVED AND TO DISBURSE SUCH FUNDS TO UNIVERSITY MEDICAL CENTER, INC. FOR PROVIDING HOSPITAL CARE SERVICES TO ECONOMICALLY DISADVANTAGED PATIENTS THROUGH THE UNIVERSITY OF LOUISVILLE HOSPITAL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 29588427 | Expense |
| Grants | 29588427 | Grants |
| Revenue | 0 | Revenue |
| Description | THE ORGANIZATION WAS ORGANIZED IN CONNECTION WITH A TRUST AGREEMENT. THE SOLE PURPOSE OF THE TRUST IS TO MANAGE FUNDS RECEIVED FROM THE COMMONWEALTH OF KENTUCKY AND LOUISVILLE METRO GOVERNMENT AND TO DISBURSE SUCH FUNDS TO UNIVERSITY MEDICAL CENTER, INC., FOR THE PURPOSE OF PROVIDING HOSPITAL CARE SERVICES TO ECONOMICALLY DISADVANTAGED PATIENTS THROUGH THE UNIVERSITY OF LOUISVILLE HOSPITAL. DURING FISCAL YEAR ENDED JUNE 30, 2013, THE TRUST DISBURSED $29.6 MILLION TO UNIVERSITY MEDICAL CENTER, INC., FOR THE PURPOSE OF PROVIDING HOSPITAL SERVICES TO INDIGENT AND OTHER MEDICALLY NEEDY INDIVIDUALS. | Description |
| Total Program Service Expense | 29588427 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry Zink | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5028527072 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | University of Louisville | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| DR DAVID DUNN | |||||||
| Chair (thru 4/30/13) / Vice Chair (eff 5/1/13) | 0.50 | 49.00 | X | X | 0 | 944481 | 45010 |
| DR STEPHANIE MAYFIELD GIBSON | |||||||
| Chair (eff 5/1/13) | 0.50 | 0 | X | X | 0 | 0 | 0 |
| JON MEYER | |||||||
| Vice Chair (thru 4/30/13) | 0.50 | 0 | X | X | 0 | 0 | 0 |
| MARIE ABRAMS | |||||||
| Secretary | 0.50 | 0.50 | X | X | 0 | 0 | 0 |
| MICHAEL J CURTIN | |||||||
| Treasurer | 0.50 | 39.00 | X | X | 0 | 225146 | 30158 |
| AUDREY HAYNES | |||||||
| Director (eff 5/1/13) | 0.50 | 0 | X | 0 | 0 | 0 | |
| DR LAQUANDRA SHERESE NESBITT | |||||||
| Director | 0.50 | 49.50 | X | 0 | 181389 | 28607 | |
| DR WILLIAM SELVIDGE | |||||||
| Director (thru 4/30/13) | 0.50 | 0.50 | X | 0 | 0 | 0 | |
| ELLEN HESEN | |||||||
| Director (eff 5/1/13) | 0.50 | 0 | X | 0 | 0 | 0 | |
| JANIE MILLER | |||||||
| Director (thru 4/30/13) | 0.50 | 0 | X | 0 | 0 | 0 | |
| LARRY L OWSLEY | |||||||
| Director (thru 4/30/13) | 0.50 | 49.50 | X | 0 | 249353 | 41297 | |
| SHANNON TIVITT | |||||||
| Director (eff 5/1/13) | 0.50 | 0 | X | 0 | 0 | 0 | |
| STEVE ROWLAND | |||||||
| Director | 0.50 | 0 | X | 0 | 0 | 0 | |
| KATHLEEN M SMITH | |||||||
| Assistant Secretary | 0.50 | 28.50 | X | 0 | 131045 | 17756 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1731414 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 162828 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 29588427 | GovernmentGrants |
| Total Contributions | 29588427 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| Total Revenue ColumnTotalRevenueColumn |
|---|
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5772 | TotalRevenueColumn |
| Exclusion | $5,772 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| Total Revenue ColumnTotalRevenueColumn |
|---|
| 0 |
| 0 |
| 0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29594199 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,772 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29588427 | Total |
| Program Services | 29588427 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20847 | Total |
| Management And General | 20847 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29609274 | Total |
| Program Services | 29588427 | ProgramServices |
| Management And General | 20847 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34588 | BOY |
| EOY | 19513 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34588 | BOY |
| EOY | 19513 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34588 | BOY |
| EOY | 19513 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34588 | BOY |
| EOY | 19513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34588 | BOY |
| EOY | 19513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -15075 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15075 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34276929 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34864515 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34561204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33862004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29588427 | CurrentTaxYear |
| Total | 167153079 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34276929 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34864515 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34561204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33862004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29588427 | CurrentTaxYear |
| Total | 167153079 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 167153079 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10746 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29320 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5772 | CurrentTaxYear |
| Total | 148841 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 167301920 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO UNIVERSITY MEDICAL CENTER, INC. | Description |
| Amount | $19,513 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19513 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 29594199 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 29594199 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29594199 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29609274 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29609274 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29609274 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY MEDICAL CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 S JACKSON | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 611293786 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 29588427 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | NA | MethodOfValuation |
| Description Of Non Cash Assistance | NA | DescriptionOfNonCashAssistance |
| Purpose Of Grant | INDIGENT CARE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | ONLY A SMALL PORTION OF FUNDS ARE RETAINED WITHIN THE FILING ORGANIZATION TO PAY FOR ADMINISTRATIVE EXPENSES. THE REMAINING FUNDS ARE TRANSFERRED TO THE UNIVERSITY MEDICAL CENTER, INC. ONCE TRANSFERRED, THE USE OF THE FUNDS IS AT THE DISCRETION OF UNIVERSITY MEDICAL CENTER, INC. AND GOVERNED BY ITS POLICIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR DAVID DUNN | ||||||||||||||
| CHAIR (THRU 4/30/13) / VICE CHAIR (EFF 5/1/13) | 0 | 705743 | 0 | 237500 | 0 | 1238 | 0 | 28719 | 0 | 16291 | 0 | 989491 | 0 | 0 |
| DR LAQUANDRA SHERESE NESBITT | ||||||||||||||
| DIRECTOR | 0 | 180027 | 0 | 0 | 0 | 1362 | 0 | 18100 | 0 | 10507 | 0 | 209996 | 0 | 0 |
| LARRY L OWSLEY | ||||||||||||||
| DIRECTOR (THRU 4/30/13) | 0 | 241317 | 0 | 0 | 0 | 8036 | 0 | 24825 | 0 | 16472 | 0 | 290650 | 0 | 0 |
| MICHAEL J CURTIN | ||||||||||||||
| TREASURER | 0 | 213894 | 0 | 0 | 0 | 11252 | 0 | 21450 | 0 | 8708 | 0 | 255304 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BOX 3, FORM 1096 | FORM 990, PART V, LINE 1A | THE UNIVERSITY OF LOUISVILLE, THE ORGANIZATION'S DIRECT CONTROLLING ENTITY, FILES ALL 1099'S ON THE ORGANIZATION'S BEHALF. |
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | ARTICLE II, SECTION 2.2 EXECUTIVE COMMITTEE: THERE SHALL BE AN EXECUTIVE COMMITTEE WHICH SHALL CONSIST OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE BOARD OF DIRECTORS SHALL SERVE AS THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, AND IT SHALL NOT BE REQUIRED THAT ACTIONS OF THE EXECUTIVE COMMITTEE BE RATIFIED BY THE BOARD. THE DELEGATION OF POWER AND AUTHORITY FROM THE BOARD OF DIRECTORS TO THE EXECUTIVE COMMITTEE SHALL BE COMPLETE, SUBJECT ONLY TO THE LIMITATIONS IMPOSED BY THE KENTUCKY REVISED STATUTES. |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS WERE CHANGED WITH RESPECT TO HOW THE ORGANIZATION'S BOARD OF DIRECTORS IS APPOINTED. THE PROCESS WAS REVISED AS FOLLOWS: THREE BOARD MEMBERS ARE APPOINTED BY THE UNIVERSITY OF LOUISVILLE BOARD OF TRUSTEES, THREE PERSONS ARE APPOINTED BY THE GOVERNOR OF KENTUCKY, TWO PERSONS ARE APPOINTED BY THE MAYOR OF LOUISVILLE METRO, AND ONE PERSON IS APPOINTED BY THE LOUISVILLE METRO BOARD OF HEALTH. THE ORGANIZATION'S BYLAWS WERE CHANGED AS FOLLOWS: - SEC. 3.2 - THE CHAIRMAN OF THE BOARD OF DIRECTORS SHALL BE SELECTED FROM AMONG THE BOARD MEMBERS WHO WERE NOT APPOINTED TO THE BOARD OF DIRECTORS BY THE BOARD OF TRUSTEES OF THE UNIVERSITY OF LOUISVILLE. - SEC. 3.7 - THE BOARD OF DIRECTORS SHALL HAVE THE POWER TO APPOINT AN EXTERNAL FIRM TO CONDUCT AN ANNUAL AUDIT OF THE ORGANIZATION, WHICH SHALL INCLUDE A REQUIREMENT THAT THE AUDITOR REPORT DIRECTLY TO THE BOARD OF DIRECTORS. - SEC. 4.1 - DURING THE ANNUAL NOVEMBER MEETING, THE BOARD SHALL REVIEW AND APPROVE THE CALCULATION OF THE FUNDING AS REQUIRED UNDER THE TERMS OF THE QUALITY AND CHARITY CARE TRUST AGREEMENT. - SEC. 4.2 - AT EACH QUARTERLY MEETING OF THE BOARD OF DIRECTORS, THE BOARD SHALL OBTAIN DISBURSEMENT DETAILS TO MONITOR PAYMENTS OF FUNDS DISBURSED UNDER THE TRUST AGREEMENT, OBTAIN SPECIFIC REPORTS ON THE USE OF FUNDS IN THE TREATMENT OF INDIGENT OF MEDICALLY NEEDY INDIVIDUALS (AS DEFINED IN THE TRUST AGREEMENT), REVIEW INVESTMENT POLICIES AND STRATEGIES OF THE ORGANIZATION, AND OBTAIN REPORTS ON INVESTMENT EARNINGS. - SEC. 5.1 - THE BOARD SHALL HAVE THE RESPONSIBILITY TO ADOPT A MISSION STATEMENT FOR THE ORGANIZATION. IN ADDITION, THE BOARD SHALL ADOPT POLICIES AND PROCEDURES COVERING AT LEAST THE FOLLOWING MATTERS: (1) ROLES AND RESPONSIBILITIES OF BOARD MEMBERS, (2) ETHICS, (3) CONFLICTS OF INTEREST, (4) FINANCIAL DISCLOSURES, (5) PROCUREMENT POLICIES, (6) ALLEGATIONS CONCERNING BOARD MEMBERS, OR THE USE OF ANY FUNDS RECEIVED UNDER THE TRUST AGREEMENT, (7) PROTECTION FROM LOSS OR THEFT OF FINANCIAL INFORMATION, AND CONTROLS OVER ACCESS TO INFORMATION TECHNOLOGY, AND (8) EFFECTIVE BOARD OVERSIGHT AND ADMINISTRATION OF FUNDS UNDER THE TRUST AGREEMENT. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | UNIVERSITY OF LOUISVILLE FINANCE PERSONNEL AND AN OUTSIDE FIRM PREPARED THE RETURN. A COPY OF THE RETURN WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| QUESTIONS 12A, 13 AND 14 | FORM 990, PART VI, LINE 12A | THE ORGANIZATION HAS NOT FORMALLY ADOPTED THE UNIVERSITY OF LOUISVILLE'S CONFLICT OF INTEREST, WHISTLEBLOWER, NOR DOCUMENT RETENTION & DESTRUCTION POLICIES, NOR HAS IT DRAFTED ITS OWN SUCH POLICIES AT THIS TIME. HOWEVER, THE ORGANIZATION FOLLOWS THE UNIVERSITY'S POLICIES AS A MATTER OF PRACTICE, AS ALL BOARD MEMBERS AND OFFICERS ARE UNIVERSITY OF LOUISVILLE EMPLOYEES AND ARE REQUIRED TO ADHERE TO THE STANDARDS SET FORTH IN THESE POLICIES. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 | THE ORGANIZATION HAS NO EMPLOYEES, THUS LINES 15(A) AND 15(B) OF PART VI, SECTION B, HAVE BEEN MARKED "NO" ACCORDINGLY. |
| TAX RETURN DISCLOSURE | FORM 990, PART VI, LINE 18 | A COPY OF THE ORGANIZATION'S MOST RECENT FORM 990 IS AVAILABLE AT WWW.LOUISVILLE.EDU OR AVAILABLE UPON REQUEST. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, AND BYLAWS ARE AVAILABLE AT WWW.LOUISVILLE.EDU AND MADE AVAILABLE UPON REQUEST. |
| REPORTABLE COMPENSATION | FORM 990, PART VII, SECTION A | AMOUNTS REPORTED ON PART VII AND ON SCHEDULE J INCLUDE ONLY COMPENSATION PAID BY ITS CONTROLLING PARENT, THE UNIVERSITY OF LOUISVILLE. THE REPORTED AMOUNTS DO NOT INCLUDE COMPENSATION PAID BY THE UNIVERSITY OF LOUISVILLE FOUNDATION, WHICH IS UNRELATED TO THE FILING ORGANIZATION FOR FORM 990 REPORTING PURPOSES. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | DECREASE IN AMOUNT DUE TO UNIVERSITY MEDICAL CENTER, INC. - 15075; |
| Change of oversight process or selection process | Form 990, Part XII, Line 2c | THE ORGANIZATION'S BYLAWS WERE CHANGED DURING THE YEAR TO EMPOWER THE BOARD OF DIRECTORS WITH THE ABILITY TO APPOINT AN EXTERNAL FIRM TO CONDUCT AN ANNUAL AUDIT OF THE ORGANIZATION AND TO REQUIRE THE AUDITOR TO REPORT DIRECTLY TO THE BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Exempt Code SectionExemptCodeSection |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE | |||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | EDUCATION | KY | N/A | NA | false | |
| UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION INC | |||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | EDUCATION | KY | 11 - Type I | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC | |||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | RESEARCH | KY | 5 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL FUND INC | |||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | EDUCATION | KY | 11 - Type I | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY PHYSICIANS GROUP INC | |||||||||
| 323 EAST CHESTNUT STREET | LOUISVILLE | KY | 402021823 | MEDICAL CARE | KY | 3 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL PRACTICE ASSOC | |||||||||
| 550 SOUTH JACKSON STREET | LOUISVILLE | KY | 40202 | MEDICAL CARE | KY | 7 | UNIVERSITY OF LOUISVILLE | false | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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