2011-08-30T06:30:36-05:00 2011-06-30 Marr Miller & Myers PSC PO Box 663 Corbin KY 40702 990 2010-07-01 610470593 University of the Cumberlands Inc Cumberland College Inc UNIV 6065492200 6180 College Station Drive Williamsburg KY 40769 JANA BAILEY 6065394234 2011-08-30 1 REBECCA B MYERS 6065282454 2010 2016-02-24 21:20:13Z Jana Bailey 6180 College Station Drive Williamsburg KY 40769 53970770 0 X www.ucumberlands.edu X 1920 KY Private Baptist University 25 25 1349 1800 0 0 14458651 15324411 27158710 30511421 2355279 2068483 7287753 6003953 51260393 53908268 7042350 7025681 0 0 13511141 15283239 0 0 26036 20606630 20703083 41160121 43012003 10100272 10896265 147015928 157394657 41565202 41047666 105450726 116346991 Providing exceptional educational services in a private Baptist university environment. 0 0 38629490 0 38583857 Program service activity, tuition and fees,contribute importanty to the University's exempt purposes by providing educational services to students at less than the aggregate cost of these services. Such activity is the primary corporate purpose for which the University was formed. Athletics, sales and services and all auxiliary enterprises are essential components of the University's primary exempt purpose of providing educational service. Since these business activities are substantially related and contribute importantly to the accomplishment of the University's exempt purposes, the net income is not required to be reported on Form 990T. 38629490 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 280 0 1349 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Company Officials 6065492200 6180 College Station Drive Williamsburg KY 40769 Dr Paul Estes 10.00 X 0 0 0 Dr Dallas Petrey 10.00 X 0 0 0 Jerry D Winchester 10.00 X 0 0 0 Oliver Keith Gannon 10.00 X 0 0 0 Georgetta Gannon 10.00 X 0 0 0 William David Henard III 10.00 X 0 0 0 Dr Tom Raper 10.00 X 0 0 0 Oscar Hornsby 10.00 X 0 0 0 Roland Mullins 10.00 X 0 0 0 J Hunt Perkins 10.00 X 0 0 0 A Doyle Baker 10.00 X 0 0 0 Dr Charles Roesel 10.00 X 0 0 0 Bill Hacker 10.00 X 0 0 0 Bill Gullett 10.00 X 0 0 0 Richard Knock 10.00 X 0 0 0 Howard Mann 10.00 X 0 0 0 Dr Carolyn Petrey 10.00 X 0 0 0 Dave Huff 10.00 X 0 0 0 Mauren Henson 10.00 X 0 0 0 Paul Steely 10.00 X 0 0 0 Lonnie D Walden 10.00 X 0 0 0 Phillip Armstrong 10.00 X 0 0 0 Charles B Boggs II 10.00 X 0 0 0 Maurice S Byrd 10.00 X 0 0 0 H Ray Hammons Jr 10.00 X 0 0 0 Dr James Taylor 40.00 X X 144934 0 0 Larry Cockrum 40.00 X 161067 0 0 Sue Wake 40.00 X 102374 0 0 Michael Colegrove 40.00 X 122707 0 0 Steve Morris 40.00 X 89742 0 0 Kyle Gilbert 40.00 X 82325 0 0 Jana Bailey 40.00 X 82325 0 0 Steve Allen 40.00 X 82325 0 0 867799 0 0 4 0 1 0 0 7747779 7576632 15324411 Tuition/fees/room and 611710 28288574 28288574 Auxiliary enterprises 611710 1121465 1121465 Departmental sales and 611710 555688 555688 Other revenue 611710 545694 545694 30511421 2066395 2066395 40630 23960 40411 22091 219 1869 2088 2088 Fair value change 611710 5574038 5574038 Actuarial adjustments 611710 429915 429915 6003953 53908268 38583857 0 0 7025681 7025681 867799 867799 11889465 11377117 512348 1688911 1465904 223007 837064 740586 96478 691199 657449 33750 287510 287510 439525 424212 15313 749709 734769 14940 560501 531167 29334 1471242 1471242 2172628 242900 1929728 578158 578158 Athletics 3505954 3505954 Contracted services 3418385 3348816 69569 Operation and maintenan 3329719 2996748 332971 Special events 1073409 1073409 Supplies 669128 626125 43003 1756016 1541743 188237 26036 43012003 38629490 4356477 26036 1814507 2694152 1921083 603190 433189 709576 5088226 4805098 2258 8713 95002094 35207147 56827387 59794947 67789096 75983994 13140182 12794987 147015928 157394657 4134958 4351494 373091 817283 23940000 26440000 246228 133526 12870925 9305363 41565202 41047666 X 49322114 56706284 4066526 4273534 52062086 55367173 105450726 116346991 147015928 157394657 10896265 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1151355 X 0 67789096 1076275 7118623 75983994 59218096 1573343 6997657 67789096 70180116 929168 -7938574 3952614 59218096 0 0 7724116 7724116 66734346 22828345 43906001 15488564 12372536 3116028 5055068 6266 5048802 59794947 Other Investments 75983994 F 75983994 Other Receivables 298939 Debt Issuance Costs, Net 388904 Note receivable-Cumberland Wellness Investment Fund, LLC 10955789 Museum collections 1151355 12794987 Actuarial Liability for Annuities Payable 2155767 Federal Student Loan Funds 3574596 Taxable bonds 3575000 9305363 53908268 43012003 10896265 0 10896265 53908272 4 4 53908268 0 53908268 43338925 326922 326922 43012003 0 43012003 Part III, Line 4: The museum collections are on display at the Cumberland Inn and are there for educational purposes. Part XII, Line 2d - Other Adjustments: Investment income-Cumberland Wellness Properties, Inc. 4. Part XIII, Line 2d - Other Adjustments: Depreciation-Cumberland Wellness Properties, Inc. 326922. 1 1 1 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 University's nondiscriminatory policy is published in the student handbook, distributed to students at the beginning of each school year. Explanation of Government Financial Assistance Schedule E, Part I, Line 6 The University receives financial assistance from governmental agencies that it passes on to its students in the form of scholarships. 1 Student financial aid 1800 7025681 0 Other Information: Part IV: THE UNIVERSITY HAS POLICIES AND PROCEDURES TO DETERMINE ELIGIBILITY FOR STUDENT FINANCIAL ASSISTANCE. THEY ALSO COMPLY WITH THE FEDERAL REQUIREMENTS FOR AWARDING STUDENT AID. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Larry Cockrum 161067 0 0 0 0 0 0 0 0 0 161067 0 0 0 Part I, Line 1a Housing allowance for the President of the University of $4,500 is included in his taxable compensation. University of the Cumberlands Inc 610470593 23041QAA3 2003-01-31 3500000 Capital projects 0 0 0 University of the Cumberlands Inc 610470593 969579AA9 2002-12-20 26500000 Capital projects 0 0 0 University of the Cumberlands Inc 610470593 23041QAB1 2003-10-02 5200000 Capital projects 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 FMV at date of gift X 1 Appraisal X Building materials, etc. 1 Value at date of gift 0 0 0 Form 990, Part VI, Section B, line 11 The 990 is reviewed by the audit and finance committee before filing. Form 990, Part VI, Section B, line 12c Disclosure forms are distributed annually to all Board of Trustees and to all faculty and staff. Form 990, Part VI, Section B, line 15 The President of the University is reviewed annually by the personnel committee of the Board of Trustees which recommend the compensation and benefit levels to the full Board. All management personnel are reviewed by the President of the University. Form 990, Part VI, Section C, line 19 The University would provide its governing documents, conflict of interest policy and their financial statements available to anyone who requested the documents. The University has an audit and finance committee which reviews and approves the audit of the financial statements prior to public distribution. Cumberland Wellness Properties Inc 6180 College Station Drive Williamsburg KY 40769 261289884 Leases educational property to University of the Cumberlands, Inc. KY 501 (c) (3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0