NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC (EIN 23-7116528)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201413219349305161
- Schema version
- 2013v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T12:19:54-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W VINE STREET SUITE 600 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237116528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8595725126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUCAS ADMINISTRATIVE CENTER NO 221 | AddressLine1 |
| City | HIGHLAND HEIGHTS | City |
| State | KY | State |
| ZIP Code | 41099 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ZERHUSEN KRUER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8595725126 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIGH MCKEE | PreparerPersonNm |
| PTIN | P00169845 | PTIN |
| Phone | 8592552341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN ZERHUSEN KRUER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUCAS ADMINISTRATIVE CENTER NO 221 | AddressLine1 |
| City | HIGHLAND HEIGHTS | City |
| State | KY | State |
| ZIP Code | 41099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,242,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FOUNDATION.NKU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT NORTHERN KENTUCKY UNIVERSITY THROUGH PROVISION OF SCHOLARSHIPS, FINANCIAL AID AND OTHER SUPPORT PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | $16,520 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$26,734 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,731,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,015,228 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,148,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,734,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | $249,691 | PYOtherRevenueAmt |
| CY Other Revenue | $346,311 | CYOtherRevenueAmt |
| PY Total Revenue | $10,129,185 | PYTotalRevenueAmt |
| CY Total Revenue | $8,096,076 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,895,441 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,665,081 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $137,558 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $144,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,873 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,923,338 | PYOtherExpensesAmt |
| CY Other Expenses | $2,802,860 | CYOtherExpensesAmt |
| PY Total Expenses | $4,956,337 | PYTotalExpensesAmt |
| CY Total Expenses | $4,612,067 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,172,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,484,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,678,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,632,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,416,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,083,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,261,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,548,677 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NORTHERN KENTUCKY UNIVERSITY FOUNDATION IS AN INDEPENDENT, NON-PROFIT, TAX-EXEMPT PUBLIC CHARITY INCORPORATED IN KENTUCKY UNDER KENTUCKY REVISED STATUTE 273 AND SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THAT EXISTS SOLELY TO RECEIVE AND MANAGE PRIVATE GIFTS FOR THE ADVANCEMENT AND BENEFIT OF NORTHERN KENTUCKY UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,740,969 | ExpenseAmt |
| Grant | $44,105 | GrantAmt |
| Revenue | $6,570 | RevenueAmt |
| Desc | STUDENT FINANCIAL AID | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $736,025 | ExpenseAmt |
| Grant | $541,493 | GrantAmt |
| Revenue | $6,946 | RevenueAmt |
| Desc | INSTRUCTION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $517,656 | ExpenseAmt |
| Grant | $561,327 | GrantAmt |
| Revenue | $1,492 | RevenueAmt |
| Desc | PUBLIC SERVICE | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $353,771 | $78,502 | $50,059 | INSTITUTIONAL SUPPORT |
| $400,190 | $252,561 | $4,028 | ACADEMIC SUPPORT |
| $188,242 | $101 | $58,829 | STUDENT SERVICES |
| $192,407 | $159,423 | $625 | UNIVERSITY FACILITIES & EQUIPMENT ACQUISITION |
| $24,530 | $27,569 | $0 | RESEARCH |
| $12,329 | $0 | $1,290 | LIBRARIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,171,469 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $518,156 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $114,831 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,166,119 | 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 | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | 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 | JOHN BAILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8595726457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FH 132 NUNN DRIVE | AddressLine1 |
| City | HIGHLAND HEIGHTS | City |
| State | KY | State |
| ZIP Code | 41099 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARBARA M JOHNSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BARRY G KIENZLE | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA L WILSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRYSON P LAIR | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHAD A BILZ | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHARLES ALEXANDER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CARLE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREG COLE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL R GRONECK | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS R HONABACH | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DENNIS REPENNING | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DIANE STICKLEN-JORDAN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| EVA G FARRIS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRED A MACKE JR | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GEOFFREY S MEARNS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIC C GENTRY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREGORY S SHUMATE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| J DAVID BENDER | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JAKKI HAUSSLER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES R POSTON JR | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JASON O JACKMAN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN M LUCAS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN WINKLER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDITH H GIBBONS | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARA WILLIAMS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN D MEYERS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NATHAN SMITH | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KRISTI NELSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LEE ROSE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK D GUILFOYLE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARTIN GERRETY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| OLIVIA BIRKENHAUER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL W CHELLGREN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RHONDA WHITAKER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A BOEHNE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R SAELINGER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM C VERMILLION | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN A ZERHUSEN KRUER JD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $0 | $104,810 | $36,494 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $104,810 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,494 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $151,779 | FundraisingAmt |
| All Other Contributions | $2,863,449 | AllOtherContributionsAmt |
| Noncash Contributions | $4,984 | NoncashContributionsAmt |
| Total Contributions | $3,015,228 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,336,071 | TotalRevenueColumnAmt |
| Exclusion | $1,336,071 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,304 | TotalRevenueColumnAmt |
| Exclusion | $18,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $118,735 | 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 | $118,735 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,735 | TotalRevenueColumnAmt |
| Exclusion | $118,735 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,398,466 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,398,466 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,398,466 | TotalRevenueColumnAmt |
| Exclusion | $3,398,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $93,574 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $151,779 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $146,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,922 | TotalRevenueColumnAmt |
| Exclusion | -$52,922 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEE | 900099 | $146,679 | $146,679 |
| TICKET SALES | 900099 | $58,964 | $58,964 |
| MISCELLANEOUS REVENUE | 900099 | $40,031 | $40,031 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,520 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $16,520 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $262,194 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,096,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $245,674 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $16,520 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,818,654 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,081 | TotalAmt |
| Program Services | $1,665,081 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,126 | TotalAmt |
| Management And General | $144,126 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,837 | TotalAmt |
| Management And General | $8,837 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,250 | TotalAmt |
| Management And General | $15,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,370 | TotalAmt |
| Management And General | $202,370 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,231 | TotalAmt |
| Program Services | $199,885 | ProgramServicesAmt |
| Management And General | $2,696 | ManagementAndGeneralAmt |
| Fundraising | $650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,451 | TotalAmt |
| Program Services | $11,280 | ProgramServicesAmt |
| Management And General | $13,000 | ManagementAndGeneralAmt |
| Fundraising | -$2,829 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,688 | TotalAmt |
| Program Services | $45,393 | ProgramServicesAmt |
| Management And General | $17,167 | ManagementAndGeneralAmt |
| Fundraising | $128 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,749 | TotalAmt |
| Program Services | $4,749 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,779 | TotalAmt |
| Program Services | $187,412 | ProgramServicesAmt |
| Management And General | $7,230 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,769 | TotalAmt |
| Program Services | $38,769 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,721 | TotalAmt |
| Program Services | $43,302 | ProgramServicesAmt |
| Management And General | $1,419 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446 | TotalAmt |
| Management And General | $446 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOLARSHIPS FOR NKU | $1,180,837 | $1,180,837 | ||
| MEALS AND ENTERTAINMENT | $273,487 | $265,702 | $5,348 | $2,437 |
| OTHER EXPENSE | $128,516 | $126,163 | $1,848 | $505 |
| SUPPLIES | $86,398 | $85,928 | $546 | -$76 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,331 | TotalAmt |
| Program Services | $311,618 | ProgramServicesAmt |
| Management And General | $20,792 | ManagementAndGeneralAmt |
| Fundraising | $3,921 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,612,067 | TotalAmt |
| Program Services | $4,166,119 | ProgramServicesAmt |
| Management And General | $441,075 | ManagementAndGeneralAmt |
| Fundraising | $4,873 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,645,962 | BOYAmt |
| EOY | $4,994,118 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833,809 | BOYAmt |
| EOY | $1,264,661 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,783,603 | BOYAmt |
| EOY | $2,946,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,162 | BOYAmt |
| EOY | $49,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $548,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,123 | BOYAmt |
| EOY | $340,123 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,252,719 | BOYAmt |
| EOY | $77,128,623 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,034,576 | BOYAmt |
| EOY | $21,166,463 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,725 | BOYAmt |
| EOY | $742,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,678,679 | BOYAmt |
| EOY | $108,632,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,952 | BOYAmt |
| EOY | $208,377 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,141 | BOYAmt |
| EOY | $26,141 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,220 | BOYAmt |
| EOY | $822,227 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,467,676 | BOYAmt |
| EOY | $13,026,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,416,989 | BOYAmt |
| EOY | $14,083,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,975,722 | BOYAmt |
| EOY | $3,446,828 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,460,420 | BOYAmt |
| EOY | $49,792,114 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,825,548 | BOYAmt |
| EOY | $41,309,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,261,690 | BOYAmt |
| EOY | $94,548,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,678,679 | BOYAmt |
| EOY | $108,632,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,484,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,805,547 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,569 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $4,418,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,367,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,926,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,731,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,015,228 | CurrentTaxYearAmt |
| Total | $20,458,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,418,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,367,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,926,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,731,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,015,228 | CurrentTaxYearAmt |
| Total | $20,458,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $662,511 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,795,489 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $873,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,469,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,511,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,148,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,734,509 | CurrentTaxYearAmt |
| Total | $13,736,877 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $608,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,225 | CurrentTaxYearAmt |
| Total | $1,582,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,777,224 | TotalSupportAmt |
| Public Support CY170 | 0.55330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77220 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,445,000 | BeginningYearBalanceAmt |
| Contributions | $524,000 | ContributionsAmt |
| Investment Earnings Or Losses | $12,287,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,036,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$2,000 | OtherExpendituresAmt |
| End Year Balance | $82,222,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,061,000 | BeginningYearBalanceAmt |
| Contributions | $438,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,510,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,576,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$12,000 | OtherExpendituresAmt |
| End Year Balance | $71,445,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,332,000 | BeginningYearBalanceAmt |
| Contributions | $6,306,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$215,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,362,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $64,061,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,566,000 | BeginningYearBalanceAmt |
| Contributions | $3,256,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,954,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,444,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,332,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,237,000 | BeginningYearBalanceAmt |
| Contributions | $2,848,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,185,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,704,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $47,566,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37620 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12390 | 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 | $340,123 | OtherCostOrOtherBasisAmt |
| Book Value | $340,123 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,028 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $340,123 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN LIMITED PARTNERSHIPS | Desc |
| Book Value | $21,166,463 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,166,463 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $156,031 |
| FUNDS HELD IN TRUST FOR NORTHERN KENTUCKY UNIVERSITY | $12,870,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,026,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PRIMARILY TO BE USED FOR STUDENT FINANCIAL AID AND SCHOLARSHIPS |
| PART X, LINE 2: | THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN ON ALL INCOME TAX RETURNS THAT REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES (THOSE RETURNS FILED FOR THE YEARS 2010 THROUGH 2013) AND DOES NOT BELIEVE THERE ARE ANY UNCERTAIN POSITIONS ON THOSE RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | $1,399,748 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | INVESTMENTS | $512,756 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $992,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,904,746 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,904,746 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S INVITATIONAL | NameOfEvent1Amt |
| Gross Receipts Event1 | $54,512 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,949 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,563 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,441 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,104 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,733 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | ELOC EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $35,811 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,331 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,480 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $7,347 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $28,465 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $155,030 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $97,499 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $57,531 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $975 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $16,672 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $24,342 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $51,417 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $245,353 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $151,779 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $93,574 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $975 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,113 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $38,793 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $81,615 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $146,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$52,922 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN KENTUCKY UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUNN DRIVE | AddressLine1 |
| City | HIGHLAND HEIGHTS | City |
| State | KY | State |
| ZIP Code | 41099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 611010545 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,665,081 | CashGrantAmt |
| Purpose Of Grant | SUBGRANT EXPENSES PAID FOR THE BENEFIT OF NORTHERN KENTUCKY UNIVERSITY (NKU) TO HELP PROVIDE FUNDING FOR NKU FACULTY POSITIONS, CONSTRUCTION PROJECTS AND VARIOUS OTHER OPERATING EXPENDITURES. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MONITORS THE USE OF THE GRANT FUNDS TO NKU THROUGH REVIEW OF INVOICES PAID BY NKU. THE FOUNDATION IS ALSO ABLE TO MONITOR THE PROGRESS OF NKU'S PROJECTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $706 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,452 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPORTING GOOD | 13 | $1,855 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 6 | $590 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 3 | $210 | FAIR MARKET VALUE |
| Yes (X) | TICKETS | 2 | $171 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 DRAFT IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE CHAIRS, AS WELL AS EMAILED TO ALL VOTING BOARD MEMBERS FOR REVIEW BEFORE A FINAL VERSION IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THIS POLICY IS MONITORED BY THE MEMBERSHIP COMMITTEE CHAIRPERSON IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE NKU FOUNDATION EXECUTIVE COMMITTEE DETERMINES EXECUTIVE COMPENSATION UPON RECOMMENDATION OF THE NKU FOUNDATION PERSONNEL COMMITTEE WHICH WORKS IN CONJUNCTION WITH NKU HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS MADE AVAILABLE UPON REQUEST AND ONLINE VIA THE WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ANNUITIES -2,569. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NKUF PROPERTIES 1 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $177,609 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 2 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $40,438 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 3 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $221 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 4 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $104,614 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 5 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $16,942 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 6 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $50,111 | $339,008 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
| NKUF PROPERTIES 7 LLC | |||||||||
| FOUNDERS HALL SUITE 118 | HIGHLAND HEIGHTS | KY | 41099 | 237116528 | REAL ESTATE HOLDING COMPANY FOR EXEMPT ORGANIZATION PROPERTY | KY | $0 | $0 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC |
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