2022-05-11T14:49:28-05:00 2021-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2020-07-01 610461768 UNION COLLEGE UNIO 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 MARCIA HAWKINS PRESIDENT 6065461204 2022-05-10 1 MARCIA HAWKINS 999009999 ALLISON C CARTER P01242412 8592552341 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARCIA HAWKINS 310 COLLEGE STREET BARBOURVILLE KY 40906 42908314 0 X WWW.UNIONKY.EDU X 1922 KY UNION COLLEGE IS A PRIVATE LIBERAL ARTS COLLEGE, AFFILIATED WITH THE UNITED METHODIST CHURCH, LOCATED IN THE APPALACHIAN REGION, WITH A FOCUS ON SERVICE TO OTHERS AND THE COMMUNITY. 32 32 572 49 0 0 3865596 7483985 26553151 27713392 1396143 1828763 0 0 31814890 37026140 12477367 13763962 0 0 9765916 9017453 0 0 436321 9808468 9692462 32051751 32473877 -236861 4552263 74283949 84429327 20646224 18463699 53637725 65965628 X UNION IS GROUNDED BY FOUR PILLARS THAT DEFINE OUR FOCUS AS AN ACADEMIC INSTITUTION: SERVICE TO EACH OTHER AND OUR COMMUNITIES; OUR APPALACHIAN CULTURE AND HERITAGE; OUR CORE AFFILIATION WITH METHODISM AND THE LIBERAL ARTS ACADEMIC EXPERIENCE. UNION SERVES EACH OF ITS STUDENTS WITH A SINCERE COMMITMENT TO STRENGTHEN THOSE PILLARS, TO SPARK PASSION AND INSPIRE LIFELONG LEARNING IN ALL THEY DO. 0 0 28387359 13763962 27713392 APPROXIMATELY 1,036 UNDERGRADUATE AND 332 GRADUATE STUDENTS; 292 TOTAL STUDENTS GRADUATED WITH DEGREES IN 2020-2021 28387359 1 1 0 1 0 1 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 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 46 0 1 572 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 KY X THE COLLEGE 6065461204 310 COLLEGE STREET BARBOURVILLE KY 40906 HON DONALD L JONES BOARD CHAIR 3.00 X 0 0 0 DR DONALD G LANE VICE CHAIR 3.00 X 0 0 0 MS KAY DIXON TREASURER 3.00 X 0 0 0 MRS SHEILA HALTER SECRETARY 3.00 X 0 0 0 MR W DAVID ACKLEY BOARD MEMBER 1.00 X 0 0 0 MS JESSICA TERRY BERGMAN BOARD MEMBER 1.00 X 0 0 0 MR R CHRISTOPHER BOWLING BOARD MEMBER 1.00 X 0 0 0 MS TERRI CAHILL BOARD MEMBER 1.00 X 0 0 0 MR DONALD CALITRI BOARD MEMBER 1.00 X 0 0 0 DR THOMAS C CLARK BOARD MEMBER 1.00 X 0 0 0 MR STEVEN EVANS BOARD MEMBER 1.00 X 0 0 0 MR MIKE GOSS BOARD MEMBER 1.00 X 0 0 0 MR JAMES C HALL BOARD MEMBER 1.00 X 0 0 0 MR CRAIG HARTMAN BOARD MEMBER 1.00 X 0 0 0 MR GUS HAUSER BOARD MEMBER 1.00 X 0 0 0 MS SHAE HOPKINS BOARD MEMBER 1.00 X 0 0 0 HON PAUL F ISAACS BOARD MEMBER 1.00 X 0 0 0 MR CHARLES LOVELL JR BOARD MEMBER 1.00 X 0 0 0 DR EDNA MANN BOARD MEMBER 1.00 X 0 0 0 MR JOSE MARTINEZ BOARD MEMBER 1.00 X 0 0 0 MR JAMES C MCDOWELL JR BOARD MEMBER 1.00 X 0 0 0 MR RICH PREWITT BOARD MEMBER 1.00 X 0 0 0 MR ROY PULLIAM JR BOARD MEMBER 1.00 X 0 0 0 DR KENNETH L RAMSEY BOARD MEMBER 1.00 X 0 0 0 MR STEPHEN RHODES BOARD MEMBER 1.00 X 0 0 0 HON BIRG E SERGENT BOARD MEMBER 1.00 X 0 0 0 MRS JANE SKIDMORE BOARD MEMBER 1.00 X 0 0 0 MR TERRY SMALLWOOD BOARD MEMBER 1.00 X 0 0 0 MR JEFFERY TIPTON BOARD MEMBER 1.00 X 0 0 0 MR ERNEST TROSPER BOARD MEMBER 1.00 X 0 0 0 MR DJ WASHINGTON BOARD MEMBER 1.00 X 0 0 0 BISHOP LEONARD FAIRLEY BOARD MEMBER 1.00 X 0 0 0 REV KAREN STIGALL BOARD MEMBER 1.00 X 0 0 0 DR CAROLYN PAYNE BOARD MEMBER 1.00 X 0 0 0 MR DAVID MILLER BOARD MEMBER 1.00 X 0 0 0 DR MARCIA HAWKINS PRESIDENT 40.00 X 155518 0 9068 STEVEN MORRIS VICE PRESIDENT OF BUSINESS & FINANCIAL SERVICES 40.00 X 95000 0 2445 MARISA GREER VICE PRESIDENT FOR ACADEMIC AFFAIRS; DEAN OF FACUL 40.00 X 88060 0 7976 BRIAN STRUNK VICE PRESIDENT OF ADVANCEMENT 40.00 X 74400 0 6829 TARA COOPER VICE PRESIDENT LEARNING & INFORMATION RESOURCES 40.00 X 70000 0 6358 TARA HART VICE PRESIDENT OF ENROLLMENT AND STUDENT DEVELOPME 40.00 X 57500 0 3656 540478 0 36332 1 0 1 0 NATIONAL MANAGEMENT RESOURCES CORP PO BOX 1224 LA GRANGE GA 30241 PHYSICAL PLANT 969654 PIONEER COLLEGE CATERERS 303 GLENROSE AVE NASHVILLE TN 37210 FOOD SERVICE 862131 SYNERGY CAMPUS SECURITY SYSTEMS PO BOX 1224 LA GRANGE GA 30241 SECURITY SERVICE 269430 MILLS CONSTRUCTION & CONSULTING LLC 194 ANNA LANE LONDON KY 40744 CONSTRUCTION SERVICES 102979 4 6697884 786101 43360 7483985 TUITION & FEES 611600 24481427 24481427 AUXILIARY INCOME 611710 2253976 2253976 OTHER SOURCES 611710 971561 971561 INTEREST AND LATE CHARGES 611710 6428 6428 27713392 473641 473641 7237296 5882174 1355122 1355122 1355122 37026140 27713392 0 1828763 13763962 13763962 628397 287165 256277 84955 7166502 6199151 760643 206708 57300 49776 6152 1372 632555 545366 59480 27709 532699 442334 70213 20152 83165 83165 85583 85583 185336 40416 144920 2662872 2130749 490790 41333 80430 2704 77726 533850 447361 84716 1773 560418 560418 870934 837420 33184 330 375767 375767 41200 40111 1089 838312 838312 1488613 1488613 470796 289621 181175 SUPPLIES 807464 465291 300568 41605 BAD DEBT 260330 255042 5288 SUBSCRIPTION & DUES 138870 80880 47651 10339 ANNUITY 122119 122119 86403 85212 1146 45 32473877 28387359 3650197 436321 124615 2500550 1033503 845048 30952 0 985727 1045640 1278980 1201804 252492 241785 265151 352209 63982942 26218711 37911007 37764231 31024342 34574205 4450876 1377180 1452979 74283949 84429327 1195574 1006993 101538 88846 12045000 11560000 6039301 4909669 1264811 898191 20646224 18463699 X 17224817 22857308 36412908 43108320 53637725 65965628 74283949 84429327 4552263 7775640 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 220 220 0 PART II-B, LINE 1: THE ORGANIZATION PAID DUES TO THE ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES OF $3,149, OF WHICH 7% WAS ATTRIBUTABLE TO LOBBYING. 196 3 7667159 892830 872532 27661798 3238302 0 1 23482391 110533 8449456 1142280 30900100 24027138 83749 389578 1018074 23482391 22662332 318049 2142756 1096001 24027136 21523790 351742 1910239 1123439 22662332 20236623 249059 2193097 1154989 21523790 0.10480 0.54270 0.35250 1 0 2030106 2030106 42009663 12376268 29633395 74475 29944 44531 13073372 10705804 2367568 6795326 3106695 3688631 37764231 GLENMEDE CORE FIXED INCOME 4450876 F 4450876 ADVANCES FROM FEDERAL GOVERNMENT 500777 STUDENT DEPOSITS 203025 ACCRUED INTEREST PAYABLE 152447 DEPOSITS HELD FOR OTHERS 41942 898191 32020587 7775640 7775640 24244947 12781193 12781193 37026140 19692684 0 19692684 12781193 12781193 32473877 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,781,193. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 12,781,193. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE DISCRIMINATION POLICY IS IN THE STUDENT HANDBOOKS AND POSTED AT VARIOUS PLACES ACROSS CAMPUS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL TITLE IV FUNDS FOR STUDENT FINANCIAL AID TO AWARD TO STUDENTS. IT ALSO RECEIVES FUNDS FOR THE SUPPORT OF THESE STUDENTS AS WELL AS FUNDING FOR EARLY START HIGH SCHOOL STUDENT PROGRAM. 0 SCHOLARSHIPS 714 13763962 X 1 1 X 0 0 0 0 0 0 0 0 0 DR MARCIA HAWKINS PRESIDENT 155518 0 0 0 0 0 2966 0 6102 0 164586 0 0 0 PART I, LINE 1A DR. HAWKINS, AS PRESIDENT OF UNION, HAS AGREED AND IS OBLIGED AS A CONDITION OF HER EMPLOYMENT, AND AS A BENEFIT TO UNION, TO RESIDE DURING THE TERM OF THIS AGREEMENT AT BALDWIN PLACE ON THE CAMPUS OF UNION COLLEGE. UNION SHALL PAY ALL UTILITIES, TAXES, INSURANCE AND EXPENSE OF MAINTENANCE AND UPKEEP FOR BALDWIN PLACE, INCLUDING BUT NOT LIMITED TO REPAIRING AND REMODELING BALDWIN PLACE IN ORDER TO KEEP IT AS A RESIDENCE BEFITTING A COLLEGE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL APPROVE ALL REPAIRS AND RENOVATIONS. PART I, LINE 3 THE BOARD OF TRUSTEES APPROVES THE COMPENSATION FOR THE PRESIDENT AND ISSUES A CONTRACT. THE ADMINISTRATION APPROVES COMPENSATION FOR THE OTHER POSITIONS WHERE FACULTY RECEIVE A CONTRACT AND THE OTHERS RECEIVE AN EMPLOYMENT LETTER. A EDUCATIONAL BUILDING REFUNDING 616001779 2011-10-11 10295000 CAPITAL PROJECT 1 0 0 B EDUCATIONAL REFUNDING BONDS 616001779 2015-03-27 4665000 CAPITAL PROJECT 1 0 0 A 2415000 10295000 201196 2500000 7593804 2011 0 0 1 1 B 985000 4665000 169061 1500000 2995939 2015 0 0 1 1 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 A 0 B 0 X 579 FAIR MARKET VALUE X 3 42781 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THERE IS AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THAT HAS THE PROXY TO ACT ON BEHALF OF THE BOARD, INCLUDING TO MAKE AMENDMENTS TO BOARD VOTED DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VP OF FINANCE, AVP OF FINANCE AND CONTROLLER PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR. THIS POLICY IS REVIEWED AT LEAST ANNUALLY. TRUSTEES WITH CONFLICTS ARE RECUSED FROM THE DISCUSSION AND VOTE IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SET AND APPROVED BY THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. COMPENSATION IS REVIEWED, APPROVED, AND DOCUMENTED PRIOR TO PROVIDING THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UC REAL PROPERTIES LLC 310 COLLEGE STREET BARBOURVILLE KY 40906 453682688 REAL ESTATE KY N/A RELATED 0 0 0.90000 CHARITABLE REMAINDER UNITRUST BENEFICIAL TRUST KY N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0