2024-11-14T14:24:21-06:00 2024-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-07-01 610449630 LOUISVILLE COLLEGIATE SCHOOL LOUI 5024790340 2427 GLENMARY AVE LOUISVILLE KY 40204 DOUG JONES CHIEF FINANCIAL OFFICER 5024790349 2024-11-14 1 1 JONATHON D EADE P01254533 5025830248 2023 2024-10-15 13:58:12Z DOUG JONES 2427 GLENMARY AVENUE LOUISVILLE KY 40204 23391448 0 X WWW.LOUCOL.COM X 1915 KY TO OPERATE A JK-12, CO-EDUCATIONAL INDEPENDENT SCHOOL. 26 26 232 421 -1480335 0 7887137 1275681 19561014 21442982 292784 -1154356 -36634 264152 27704301 21828459 0 0 0 0 10521642 11321629 0 0 311281 11224584 11992392 21746226 23314021 5958075 -1485562 49108721 46713966 7876974 5734402 41231747 40979564 LOUISVILLE COLLEGIATE SCHOOL INSPIRES ACADEMIC EXCELLENCE, EXTRAORDINARY CHARACTER AND GLOBAL CITIZENSHIP. 0 0 20140110 21550687 OPERATION OF A JK-12, CO-EDUCATIONAL INDEPENDENT SCHOOL FOR APPROXIMATELY 804 STUDENTS, AND 232 FACULTY, STAFF AND ADMINISTRATORS. 20140110 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 82 0 1 232 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X DOUG JONES 5024790349 2427 GLENMARY AVENUE LOUISVILLE KY 40204 BOWLING MARK ALUMNI ASSOCIATION PRESIDE 3.00 X 0 0 0 FELLON STEPHANIE CHAIR, ADVANCEMENT COMMITT 5.00 X 0 0 0 DONINGER ERIC CHAIR, BUILDINGS & GROUNDS 5.00 X 0 0 0 KIEFER SCOTT CHAIR, COMMITTEE ON TRUSTE 5.00 X 0 0 0 GEOGHEGAN LESLIE DIRECTOR EMERITI 0.00 X 0 0 0 WALL LOUISE DIRECTOR EMERITI 0.00 X 0 0 0 ROBINSON BABS DIRECTOR EMERITI 0.00 X 0 0 0 BICKEL PAUL DIRECTOR EMERITI 0.00 X 0 0 0 BODEN CECI DIRECTOR EMERITI 0.00 X 0 0 0 COOK BRIAN DIRECTOR EMERITI 0.00 X 0 0 0 HILL FRANK IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 THOMPSON JOHN MEMBER 2.00 X 0 0 0 WILLIS MARITA MEMBER 2.00 X 0 0 0 RUST MICHAEL MEMBER 2.00 X 0 0 0 GRISSOM DOUG MEMBER 2.00 X 0 0 0 ROOPRAI KATIE MEMBER 2.00 X 0 0 0 ROBBINS DIANA MEMBER 2.00 X 0 0 0 LAYFIELD ANTHONY MEMBER 2.00 X 0 0 0 GRANT BLAINE MEMBER 2.00 X 0 0 0 GOLDSTEIN CAREY MEMBER 2.00 X 0 0 0 BROWN CAMPBELL MEMBER 2.00 X 0 0 0 SALAMON BETH MEMBER 2.00 X 0 0 0 BREHM ALISON MEMBER 2.00 X 0 0 0 FAUREST MAGGIE MEMBER 2.00 X 0 0 0 VIETH LAURIE MEMBER 2.00 X 0 0 0 BARR-PULLIAM DERECK MEMBER 2.00 X 0 0 0 DING ALEXANDER MEMEBER 2.00 X 0 0 0 HOLZER LUCY PA PRESIDENT 5.00 X 0 0 0 HOLLAND AUGUSTA PRESIDENT 5.00 X 0 0 0 ADAMS TOMARRA SECRETARY 5.00 X 0 0 0 FITZGERALD BRIAN TREASURER 5.00 X 0 0 0 MELDRUM NORA VICE PRESIDENT 5.00 X 0 0 0 DEANA PARADIS CHIEF FINANCIAL OFFICER 40.00 X 87252 0 4450 ROBERT MACRAE HEAD OF SCHOOL, EX-OFFICIO 40.00 X 322533 0 25912 JAMES V MCGUIRE ASSISTANT HEAD AND DIRECTO 40.00 X 123834 0 12951 CLAYTON M GAHAN DEAN OF FACULTY 40.00 X 100725 0 11678 TIFFANY BRIDGEWATER HEAD OF LOWER SCHOOL 40.00 X 123966 0 13087 LISA RIKER HEAD OF MIDDLE SCHOOL 40.00 X 109635 0 12723 867945 0 80801 5 0 1 0 0 96361 1179320 10000 1275681 TUITION AND FEES 611600 21442982 21442982 21442982 301440 301440 24539 0 1480335 24539 -1480335 -1455796 -1480335 24539 239101 96361 82654 156447 156447 MISCELLANEOUS 611710 107705 107705 107705 21828459 21550687 -1480335 482426 445584 372955 72629 9002673 6937781 1753611 311281 386063 386063 823304 823304 664005 664005 11528 11528 41700 41700 20914 20914 182551 85990 96561 384813 265527 119286 1028164 959180 68984 19176 19176 39746 39746 1458878 1385934 72944 149538 149538 FINANCIAL AID 5717093 5717093 INSTRUCTIONAL 1689199 1689199 CAFETERIA 823104 781949 41155 GENERAL AND AMINISTRATI 354858 354858 71130 71130 23314021 20140110 2862630 311281 6385634 3753539 1066947 213313 162977 146097 145851 151461 51917733 20441950 31832941 31475783 9101659 10491968 412712 481805 49108721 46713966 1636945 1068717 4152561 3742684 2063216 841681 12500 0 11752 0 81320 7876974 5734402 X 36511697 35583674 4720050 5395890 41231747 40979564 49108721 46713966 -1485562 1233379 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9101659 307477 1437471 354639 10491968 8744753 37808 781754 462656 9101659 10376066 165434 -915664 881083 8744753 8437658 19674 2330476 411742 10376066 8565647 70218 197408 395615 8437658 0 0 7778788 7778788 34117081 15889045 18228036 5006474 1417494 3588980 4809692 3135411 1674281 205698 205698 31475783 MUTUAL FUND - BOND 2370020 F MUTUAL FUND - EQUITY 6896366 F COMMONFUND CAPITAL PARTNERS V, VI, VII, VIII, AND IX FUND LTD PARTNERSHIP 1225582 F 10491968 OPERATING LEASE LIABILITY 81320 81320 X 23061838 1233379 1233379 21828459 0 21828459 23314021 0 23314021 0 23314021 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS TO SUPPORT OPERATIONAL EXPENSES. PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALTHOUGH THE SCHOOL IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE SCHOOL'S RENTAL INCOME FROM THE OPERATION OF THE YORKTOWN APARTMENTS QUALIFIED AS UNRELATED BUSINESS INCOME AND IS SUBJECT TO TAX AT THE CORPORATE RATE. THE SCHOOL'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATIONS PROCESSES, BASED ON THE TECHNICAL MERITS. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF A TAX EXPENSE OR BENEFIT. THE SCHOOL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THE RETURN, WHICH IS GENERALLY THREE YEARS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PER THE SCHOOL'S WEBSITE - FOR EMPLOYEES: COLLEGIATE IS AN EQUAL OPPORTUNITY EMPLOYER. COLLEGIATE COMPLIES WITH AND ADHERES TO ALL STATE AND FEDERAL ANTI-DISCRIMINATION LAWS CONCERNING ITS EMPLOYMENT PRACTICES. COLLEGIATE DOES NOT DISCRIMINATE AGAINST ANY EMPLOYEE OR APPLICANT FOR EMPLOYMENT ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, NATIONAL ORIGIN OR ANCESTRY, AGE, DISABILITY OR ANY OTHER CATEGORY PROTECTED UNDER STATE OR FEDERAL LAW. THIS POLICY EXTENDS TO RECRUITING, HIRING, COMPENSATION, BENEFITS, ASSIGNMENT, WORKING CONDITIONS, PROMOTIONS, TRANSFERS, TERMINATION, RE-EMPLOYMENT, EDUCATION, TUITION ASSISTANCE, EMPLOYEE TREATMENT AND ALL OTHER TERMS, CONDITIONS AND PRIVILEGES OF EMPLOYMENT. ALL EMPLOYMENT-RELATED DECISIONS ARE MADE ON A NONDISCRIMINATORY BASIS SO AS TO FURTHER THE PRINCIPLE OF EQUAL EMPLOYMENT OPPORTUNITY. GALA 335462 96361 239101 14750 1518 8269 16087 1290 40740 335462 96361 239101 14750 1518 8269 16087 1290 40740 82654 156447 KY 1 0 0 0 1.00000 DOUG JONES 2427 GLENMARY AVENUE LOUISVILLE KY 40204 0 0 1 X X 0 1 0 0 0 0 0 0 0 ROBERT MACRAE HEAD OF SCHOOL, EX-OFFICIO 322533 0 0 0 0 0 17119 0 8793 0 348445 0 0 0 PART I, LINE 4B ROBERT MACRAE $30,000 X 4 278008 FAIR MARKET VALUE X 1992 EMPACHER DOUBLE ROWING SCULL 1 10000 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE SCHOOL'S CHIEF FINANCIAL OFFICER AND HEAD OF SCHOOL WITH INPUT FROM THE ADVANCEMENT OFFICE. THE DRAFT RETURN IS SENT TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE HEAD OF SCHOOL AND THE EXECUTIVE COMMITTEE OF THE BOARD DISCUSS ANY POTENTIAL CONFLICT OF INTERESTS ISSUES ON AN 'AS NEEDED' BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS BASED ON AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF TRUSTEES THAT IS PRESENTED BY THE BOARD PRESIDENT. COMPENSATION ADJUSTMENTS ARE MADE BASED ON THE LOCAL ECONOMIC MARKET INDICATIONS. OTHER OFFICERS AND KEY EMPLOYEES RECEIVE AN ANNUAL REVIEW FROM THE HEAD OF SCHOOL AND COMPENSATION IS ADJUSTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE SCHOOL'S CONFLICT OF INTEREST POLICY ARE AVAILABLE IN THE CENTRAL OFFICE UPON REQUEST. ADDITIONALLY, GOVERNING DOCUMENTS AND ALL SCHOOL POLICIES ARE SHARED WITH THE SCHOOL'S ACCREDITING BODY, THE INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES (ISACS), THROUGH AN ONGOING CYCLE OF RE-ACCREDITATION. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH AN ANNUAL REPORT PRODUCED BY THE SCHOOL EACH FALL. FORM 990 PART XII LINE 2C EXPLANATION NO CHANGES FROM PRIOR YEAR. LCSRE LLC 2427 GLENMARY AVENUE LOUISVILLE KY 40204 PURCHASE PROPERTY ADJACENT TO SCHOOL KY LOUISVILLE COLLEGIATE SCHOOL LCS YORKTOWN LLC 2427 GLENMARY AVENUE LOUISVILLE KY 40204 PURCHASE YORKTOWN APARTMENTS WHICH IS PROPERTY ADJACENT TO SCHOOL KY 0 LOUISVILLE COLLEGIATE SCHOOL LOUISVILLE COLLEGIATE SCHOOL ENDOWMENT FUND LLC 2421 GLENMARY AVENEUE LOUISVILLE KY 40204 PURCHASE REAL ESTATE WHICH IS PROPERTY ADJACENT TO THE SCHOOL KY 429014 LOUISVILLE COLLEGIATE SCHOOL