2014-03-14T07:35:27-05:00 2013-06-30 611191655 Strothman & Company PSC 325 W Main St Suite 1600 Louisville KY 402024251 990 2012-07-01 610444763 Lindsey Wilson College LIND 2703848001 210 Lindsey Wilson Street Columbia KY 427281223 Mark Coleman 2703848001 2014-02-24 1 William G Meyer III P00171030 5025851600 2012 2015-11-30 17:44:51Z William T Luckey Jr 210 Lindsey Wilson Street Columbia KY 427281223 58601438 0 X www.lindsey.edu X 1952 KY The missions of Lindsey Wilson College is to serve the educational needs of students by providing a living-learning environment within an atmosphere of active caring and Christian concern where every student, every day, learns and grows and feels like a real human being. 39 20 1325 15 0 -528699 6696288 3812833 51321862 54068757 99469 57813 644709 662035 58762328 58601438 18192708 20533433 0 0 21449720 22692082 0 0 648904 15905111 16035875 55547539 59261390 3214789 -659952 71839550 73129660 23966323 24081778 47873227 49047882 The mission of Lindsey Wilson College is to serve the educational needs of students by providing a living-learning environment within an atmosphere of active caring and Christian concern where every student, every day, learns and grows and feels like a real human being. 0 0 54096833 20533433 54730792 Higher Education: 2,677 full and part time students enrolled in undergraduate and graduate classes: 541 degrees bestowed in the academic year. 54096833 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 133 0 1325 1 1 1 0 0 0 0 1 1 0 0 0 0 X 39 20 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 1 0 0 KY X X William T Luckey Jr 2703848001 210 Lindsey Wilson Street Columbia KY 42728 Dr John Begley 1.00 X 0 0 0 Dr Truett Beighle 1.00 X 0 0 0 Dr Judge James E Bondurant 1.00 X 0 0 0 Mr B J Burnett 1.00 X 0 0 0 Mr Thomas P Carter 1.00 X 0 0 0 Mr F Thomas Conway 1.00 X 0 0 0 Mr Lindsey Davis 1.00 X 0 0 0 Mr Christopher Estes 1.00 X 0 0 0 Mr Paul Fryman 1.00 X 0 0 0 Mr James R Fugitte 1.00 X 0 0 0 Mr Lewis Garrison 1.00 X 0 0 0 Dr Robert Goodin 1.00 X 0 0 0 Mr John Gorrell 1.00 X 0 0 0 Dr Robert Holloway 1.00 X 0 0 0 Mr S Oden Howell Jr 1.00 X 0 0 0 Mr Jonathon Joseph 1.00 X 0 0 0 Mr John Landrum 1.00 X 0 0 0 Mr Todd Love 1.00 X 0 0 0 Mr Pete Mahurin 1.00 X 0 0 0 Mrs Amanda G Main 1.00 X 0 0 0 Mrs Carol Marra 1.00 X 0 0 0 Mr Cecil Martin 1.00 X 0 0 0 Mr Skipper Martin 1.00 X 0 0 0 Dr Jerry McCandless 1.00 X 0 0 0 Mr Allan Parnell 1.00 X 0 0 0 Mr David Perry 1.00 X 0 0 0 Mr Greg Phelps 1.00 X 0 0 0 Mr James J Pike 1.00 X 0 0 0 Mr Lenn Pruitt 1.00 X 0 0 0 Mr Danny Pyles 1.00 X 0 0 0 Mr Danny Rigney 1.00 X 0 0 0 Mr James L Rogers III 1.00 X 0 0 0 Mr Joseph Sparks 1.00 X 0 0 0 Ms Sue Stivers 1.00 X 0 0 0 Mr James F Sutton 1.00 X 0 0 0 Dr Cal Turner Jr 1.00 X 0 0 0 Mr Mark Weaver 1.00 X 0 0 0 Dr Elizabeth Whitfield 1.00 X 0 0 0 William T Luckey Jr 40.00 X X 430010 0 50953 Roger Drake 40.00 X X 183085 0 14957 Bettie Starr 40.00 X X 136745 0 12601 Denise Fudge 40.00 X X 141537 0 12187 Lendell Dean Adams 40.00 X X 125667 0 7642 Mark Coleman 40.00 X X 0 0 0 Kevin Thompson 40.00 X X 113175 0 10930 Jeffrey Willis 40.00 X 111637 0 8535 Holly Sue Abel 40.00 X 101734 0 10224 Angelia Bryant 40.00 X 69327 0 0 1412917 0 128029 8 1 1 0 Internal Revenue Service PO Box 145566 Cincinnati OH 452509943 Federal Taxes 1810812 Fifth Third Bank PO Box 630337 Cincinnati OH 452630337 Credit Card Payments/Merchant Charge 1792473 Anthem Blue Cross and Blue Shields PO Box 105124 Atlanta GA 303485124 Health Insurance 502206 Siemens Industry Inc 6435 Virginia Manor Road Beltsville MD 20705 Energy Efficient Upgrades 380348 TIAA-CREF PO Box 65380 Charlotte NC 282650380 Retirement 371121 12 704898 3107935 807577 3812833 Tuition and Fees 611310 42724557 42724557 Room and Board 611310 8450895 8450895 Book Store 611310 2893305 2893305 54068757 52403 52403 5410 0 5410 5410 5410 Other Revenue 611310 662035 662035 662035 58601438 54730792 0 57813 20533433 20533433 679006 679006 18867996 17098869 1406882 362245 631801 582861 32604 16336 1199370 1113660 64758 20952 1313909 1207566 80621 25722 36284 36284 78808 15048 63760 372229 286275 5265 80689 656887 509402 144376 3109 431980 154511 277469 2096684 2067852 28832 1694015 1585786 89230 18999 6002 2790 1397 1815 1262752 1262752 2565439 2565439 736024 484338 251686 Other Expenses 2558391 1709750 729604 119037 Supplies 1474964 1402871 72093 Food Service 1432985 1432985 Bad Debt 482168 482168 150263 80645 69618 59261390 54096833 4515653 648904 7653241 5690097 994453 1332043 1281286 1245374 174304 1048041 1462653 362716 345285 56243 30979 70907725 26593471 44242846 44314254 10728687 13242817 3993642 3981953 602916 602916 875479 706985 71839550 73129660 21647 0 142857 22183967 22887082 400018 1217834 1194696 23966323 24081778 X 30198284 28818677 7613488 9559905 10061455 10669300 47873227 49047882 71839550 73129660 X -659952 1867757 -33150 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14297224 607845 1713758 0 16618827 11723475 1844238 719619 -9892 14297224 9185544 502113 2071482 35664 11723475 15746337 433935 1712054 6307175 2399607 9185544 16641163 920353 -1815179 15746337 0.65000 0.15000 0.20000 0 0 4484244 4484244 52529986 21008842 31521144 13882477 5584629 8297848 11018 11018 44314254 Investments - Other 3981953 F 3981953 Annuities Payable 53385 Other Liabilities 163038 Advances from Federal Government 978273 1194696 40060763 1867757 124998 1992755 38068008 20533430 20533430 58601438 38819712 91752 91752 38727960 20533430 20533430 59261390 Part XI, Line 2d - Other Adjustments: Affiliate Income 124,998. Part XI, Line 4b - Other Adjustments: Scholarships Granted 20,533,430. Part XII, Line 2d - Other Adjustments: Affiliate Expenses 91,752. Part XII, Line 4b - Other Adjustments: Scholarships Granted 20,533,430. Unrestricted Endowment; Earnings are unrestricted. GP Wilson Endowment; Earnings are unrestricted. Endowed Restricted Scholarships; Earnings to be used for scholarships. Quasi-Endowment; Funds committed to endowment by Trustees without restrictions or covenants by donor. Endowment Challenge Grants; Debt retirement Begley Scholars Endowment; Provides full tuition, room and board for academically prepared students. Woodcock Scholarship Endowment; Earnings are restricted to scholarships. Geo Bagby Endowment; Scholarship and loan dollars for deserving students. Athletic Endowment; To enhance soccer and cycling programs. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 The non-discrimination policy is referenced in print materials from admissions and in the college catalog which is available on the college website. Explanation of Government Financial Assistance Schedule E, Part I, Line 6 Lindsey Wilson College receives federal student aid funds from the Title IV (Pell Grants, SEOG, Perkins Loans and Federal Work Study) and federal funds from U.S. Dept of Education - Trio Cluster. 1 Tuition Assistance 1854 20533433 Cash Value Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The College reconciles grants awarded and drawdowns of funds. Grant programs are audited by independent auditors during the annual independent audit. X X 1 1 X X X X 1 0 0 0 0 0 0 0 0 William T Luckey Jr 365943 0 64067 0 0 0 35481 0 15472 0 480963 0 0 0 Roger Drake 173085 0 10000 0 0 0 9981 0 4976 0 198042 0 0 0 Denise Fudge 136537 0 5000 0 0 0 7246 0 4941 0 153724 0 0 0 Angelia Bryant 69327 0 0 0 0 0 0 0 0 0 69327 0 0 0 Part I, Line 1a The President is required to live on campus and therefore resides in a home provided for him. The house is maintained by College staff. Part I, Line 4a Angelia Bryant received $69,327 for non-compete agreement upon her severance. Supplemental Information Part III Part I, Line 3: The Vice President for Administration and Finance completes a compensation survey including the review of Form 990 of other organizations. This survey is then brought to the compensation committee and final approval is made by the Board of Trustees. A City of Columbia Series 2009 2009-11-30 10800000 Acquisition of Land and Property 0 0 0 B City of Columbia Series 2006B 2006-12-29 1250000 Acquisition of Land and Property 0 0 0 C City of Columbia Series 2006A 2006-12-29 6000000 Crossover Refunding Bond 0 0 0 D City of Columbia Series 2011 2011-12-20 9600000 Acquisition of Land and Property 0 0 0 A 2009 0 0 0 0 B 2007 0 0 0 0 C 2007 0 0 0 0 D 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 1 0 0 0 0 A County of Adair Series 2011 2011-12-01 9680000 Acquisition of Land and Property 0 0 0 B City of Columbia Series 2013A 2013-06-04 2000000 Improvement on Energy Efficiency for existing buildings 0 0 0 A 0 0 0 0 B 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 William T Luckey Jr President Supplemental benefit plan X 194956 174304 0 1 1 174304 John Begley Voting, Ex Offico Member of Board 24000 Leases apartments to Lindsey Wilson College 0 Danny Pyles Danny Pyles is a voting member of the Board of Trustees 124567 $117,772 paid to Pyles Excavating for work completed on the athletic complex and baseball and softball fields.$800 paid to Demolition Recycling for dumpster rental.$5,995 paid to Professional Concrete Services for work completed on the athletic complex. 0 X 21 572787 Fair Market Value X Miscellaneous 671 182763 Fair Market Value X Travel 15 3673 Fair Market Value X Furniture 1 48355 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11 The 990 is reviewed by the Vice President for Administration and Finance before it is filed. Form 990, Part VI, Section B, line 12c Board Bylaws require that trustees disclose any possible conflict of interest and that such trustee shall not vote on any matter where there is a potential conflict of interest. If uncertainty exists about whether a trustee has a potential conflict, the Board or committee shall resolve the question by a majority vote. College policy requires employees to disclose conflicts of interest to the President or Vice President for Administration and Finance and as needed will be reported to the audit committee of the Board of Trustees. Form 990, Part VI, Section B, line 15a Comparability data is used for the President of the College. It is reviewed and approved by The Compensation Committee. Form 990, Part VI, Section C, line 19 The organizations governing documents, conflict of interest policy and financial statement are available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Affiliate Net Assets -33,150. Form 990, Part XII, Line 2c: The process has not changed from the prior year. Fugitte Science Center LLC 210 Lindsey Wilson Street Columbia KY 42728 Landlord of Fugitte Science Center building KY 0 6685244 Lindsey Wilson College Inc