NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC (EIN 23-7116528)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201223209349304942
- Schema version
- 2011v1.2
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:28:58-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273858252 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237116528 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 8595725126 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN ZERHUSEN KRUER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8595725126 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEIGH MCKEE | Name |
| PTIN | P00169845 | PTIN |
| Phone | 8592552341 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN ZERHUSEN KRUER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 10639593 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://FOUNDATION.NKU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT NORTHERN KENTUCKY UNIVERSITY THROUGH PROVISION OF SCHOLARSHIPS, FINANCIAL AID AND OTHER SUPPORT PROGRAMS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 38 | TotalNbrVolunteers |
| Total Gross UBI | 10440 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -11123 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3367195 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4926037 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1469053 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1511843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 250288 | OtherRevenuePriorYear |
| Other Revenue Current Year | 211740 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5086536 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6649620 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7368515 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1105924 | 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 | 25822 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2901739 | OtherExpensePriorYear |
| Other Expenses Current Year | 3763924 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10270254 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4869848 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5183718 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1779772 | RevenuesLessExpensesCY |
| Total Assets BOY | 88275223 | TotalAssetsBOY |
| Total Assets EOY | 87709889 | TotalAssetsEOY |
| Total Liabilities BOY | 14306758 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13193598 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73968465 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 74516291 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1463617 | Expense |
| Revenue | 0 | Revenue |
| Description | STUDENT FINANCIAL AID | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 854826 | Expense |
| Revenue | 4830 | Revenue |
| Description | PUBLIC SERVICE | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 563083 | Expense |
| Revenue | 1401 | Revenue |
| Description | INSTRUCTION | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 363203 | 800 | INSTITUTIONAL SUPPORT |
| 517083 | 0 | ACADEMIC SUPPORT |
| 31110 | 0 | LIBRARIES |
| 339294 | 230 | STUDENT SERVICES |
| 446153 | 58372 | UNIVERSITY FACILITIES & EQUIPMENT ACQUISITION |
| 14726 | 0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1711569 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 59402 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4593095 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BAILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8595726457 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FH 132 NUNN DRIVE | AddressLine1 |
| City | HIGHLAND HEIGHTS | City |
| State | KY | State |
| ZIP Code | 41099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CHARLES ALEXANDER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| J DAVID BENDER | ||||||
| VICE-PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| CHAD A BILZ | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| OLIVIA BIRKENHAUER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RICHARD A BOEHNE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARTIN GERRETY | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| LEE ROSE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JAME P CALLAHAN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CHRIS CARLE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| PAUL W CHELLGREN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| SUSAN K COOK | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| EVA G FARRIS | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JUDITH H GIBBONS | ||||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 | |
| DANIEL R GRONECK | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |
| MARK D GUILFOYLE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JAKKI HAUSSLER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DENNIS R HONABACH | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JASON O JACKMAN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DIANE STICKLEN JORDAN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| BARRY G KIENZLE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BRYSON T LAIR | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JOHN M LUCAS | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| FRED A MACKE JR | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| TERRY L MANN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KAREN D MEYERS | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JAMES R POSTON JR | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| THOMAS R SAELINGER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KEVIN M SHEEHAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GREGORY S SHUMATE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| GERARD A ST AMAND | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER STURM | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM C VERMILLION | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| JAMES C VOTRUBA | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RHONDA WHITAKER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| BRENDA L WILSON | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JOHN WINKLER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DENNIS REPENNING | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KARA WILLIAMS | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KRISTI NELSON | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KAREN A ZERHUSEN KRUER JD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 132548 | FundraisingEvents |
| All Other Contributions | 4793489 | AllOtherContributions |
| Noncash Contributions | 15619 | NoncashContributions |
| Total Contributions | 4926037 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1238223 | TotalRevenueColumn |
| Exclusion | $1,238,223 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72870 | TotalRevenueColumn |
| Exclusion | $72,870 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 117955 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7647 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110308 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110308 | TotalRevenueColumn |
| Exclusion | $110,308 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4087458 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3813838 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 273620 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273620 | TotalRevenueColumn |
| Exclusion | $273,620 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 120725 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 132548 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 168488 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -47763 | TotalRevenueColumn |
| Exclusion | -$47,763 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 252 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 252 | TotalRevenueColumn |
| Exclusion | $252 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMINISTRATIVE FEE | 900099 | 34669 | 34669 |
| MISCELLANEOUS REVENUE | 900099 | 16885 | 16885 |
| EVENT TICKET SALES | 900099 | 14079 | 14079 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10440 | TotalRevenueColumn |
| Unrelated Business Revenue | 10440 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 76073 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6649620 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65633 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10440 | UnrelatedBusinessRevenue |
| Exclusion | $1,647,510 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1105924 | Total |
| Program Services | 1105924 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11426 | Total |
| Program Services | 4357 | ProgramServices |
| Management And General | 7069 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15600 | Total |
| Management And General | 15600 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139159 | Total |
| Management And General | 139159 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300461 | Total |
| Program Services | 283568 | ProgramServices |
| Management And General | 15295 | ManagementAndGeneral |
| Fundraising | 1598 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2064 | Total |
| Program Services | 2064 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787480 | Total |
| Program Services | 763305 | ProgramServices |
| Management And General | 23237 | ManagementAndGeneral |
| Fundraising | 938 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1137 | Total |
| Program Services | 1137 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326023 | Total |
| Program Services | 318028 | ProgramServices |
| Management And General | 7787 | ManagementAndGeneral |
| Fundraising | 208 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106140 | Total |
| Program Services | 106140 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99630 | Total |
| Program Services | 94359 | ProgramServices |
| Management And General | 5271 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6974 | Total |
| Management And General | 6974 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOLARSHIPS FOR NKU | 1074169 | 1074169 | ||
| MEALS AND ENTERTAINMENT | 339522 | 320565 | 5567 | 13390 |
| PRINTING AND PUBLICATIO | 139111 | 134567 | 3013 | 1531 |
| SUPPLIES | 105416 | 100604 | 791 | 4021 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309612 | Total |
| Program Services | 284308 | ProgramServices |
| Management And General | 21168 | ManagementAndGeneral |
| Fundraising | 4136 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4869848 | Total |
| Program Services | 4593095 | ProgramServices |
| Management And General | 250931 | ManagementAndGeneral |
| Fundraising | 25822 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4450363 | BOY |
| EOY | 9127858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10234348 | BOY |
| EOY | 4603490 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51647 | BOY |
| EOY | 36021 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 548151 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 203077 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341671 | BOY |
| EOY | 345074 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60793546 | BOY |
| EOY | 64402384 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11398669 | BOY |
| EOY | 8475947 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004979 | BOY |
| EOY | 719115 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88275223 | BOY |
| EOY | 87709889 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411533 | BOY |
| EOY | 353205 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26141 | BOY |
| EOY | 26141 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3085338 | BOY |
| EOY | 2363082 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10783746 | BOY |
| EOY | 10451170 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14306758 | BOY |
| EOY | 13193598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2736688 | BOY |
| EOY | 2662673 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31949930 | BOY |
| EOY | 31374444 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39281847 | BOY |
| EOY | 40479174 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73968465 | BOY |
| EOY | 74516291 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88275223 | BOY |
| EOY | 87709889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1779772 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1231946 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6468765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22335455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4418390 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3367195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4926037 | CurrentTaxYear |
| Total | 41515842 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6468765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22335455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4418390 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3367195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4926037 | CurrentTaxYear |
| Total | 41515842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 41515842 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 992444 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 846177 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 873128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1469053 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1511843 | CurrentTaxYear |
| Total | 5692645 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 713561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 565939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 608403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250288 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211740 | CurrentTaxYear |
| Total | 2349931 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 49558418 | TotalSupport |
| Public Support Pertcentage170 | 0.83770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85090 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59332000 | BeginningOfYearBalance |
| Contributions | 6306000 | Contributions |
| Investment Earnings Or Losses | -215000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1362000 | GrantsOrScholarships |
| End Of Year Balance | 64061000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47566000 | BeginningOfYearBalance |
| Contributions | 3256000 | Contributions |
| Investment Earnings Or Losses | 9954000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1444000 | GrantsOrScholarships |
| End Of Year Balance | 59332000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41237000 | BeginningOfYearBalance |
| Contributions | 2848000 | Contributions |
| Investment Earnings Or Losses | 5185000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1704000 | GrantsOrScholarships |
| End Of Year Balance | 47566000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41540000 | BeginningOfYearBalance |
| Contributions | 6825000 | Contributions |
| Investment Earnings Or Losses | -5789000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1339000 | GrantsOrScholarships |
| End Of Year Balance | 41237000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12810 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24490 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 340123 | OtherCostOrOtherBasis |
| Book Value | 340123 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208028 | OtherCostOrOtherBasis |
| Depreciation | 203077 | Depreciation |
| Book Value | 4951 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 345074 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS IN LIMITED PARTNERSHIPS | Description |
| Book Value | 8475947 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8475947 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $241,641 |
| FUNDS HELD IN TRUST FOR NORTHERN KENTUCKY UNIVERSITY | $10,209,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10451170 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PRIMARILY TO BE USED FOR STUDENT FINANCIAL AID AND SCHOLARSHIPS |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008 THROUGH 2011) AND DOES NOT BELIEVE THERE ARE ANY UNCERTAIN POSITIONS ON THOSE RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | 5472797 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | INVESTMENTS | 4390592 |
| SOUTH AMERICA- | 0 | 0 | INVESTMENTS | 751187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10614576 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 10614576 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S INVITATIONAL GOLF TOURN | NameOfEvent1 |
| Gross Receipts Event1 | 46489 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 28438 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18051 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 11131 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 14748 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOSTED EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 41700 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 25400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16300 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 17015 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 487 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 165084 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 78710 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 86374 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 26329 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 98778 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 253273 | GrossReceiptsTotal |
| Charitable Contributions Total | 132548 | CharitableContributionsTotal |
| Gross Revenue Total Events | 120725 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 54475 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 114013 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 168488 | DirectExpenseSummaryEvents |
| Net Income Summary | -47763 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN KENTUCKY UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 611010545 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1105924 | AmountOfCashGrant |
| 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. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 APPROVAL 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 IS MADE AVAILABLE UPON REQUEST AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. | |
| FORM 990, PART VII | THE EXECUTIVE DIRECTOR SPENDS 40 HOURS PER WEEK ON THE FOUNDATION, HOWEVER, IS COMPENSATED THROUGH NORTHERN KENTUCKY UNIVERSITY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,559,816. CHANGE IN ANNUITIES -26,291. FINAL LIQUIDATION OF NKU PROPERTIES 354,161. TOTAL TO FORM 990, PART XI, LINE 5: -1,231,946. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | 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 | 60890 | 410734 | 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 | 40738 | 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 | 7176 | 7397 | 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 | 10300 | 104614 | 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 | 16942 | 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 | 370340 | 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 | NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Comments