2024-01-16T07:42:30-06:00 2023-06-30 580692043 MAULDIN & JENKINS LLC 200 W MLK BLVD STE 1100 CHATTANOOGA TN 374021239 990 2022-07-01 620476521 UNIVERSITY OF CHATTANOOGA FOUNDATION INC UNIV 4234254393 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 KIM WHITE EXECUTIVE DIRECTOR 4234254232 2023-11-15 1 KIM WHITE 999009999 1 CHRISTIAN BENNETT P01902272 4237566133 2023-12-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUG BROWN 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 66701627 0 X N/A X 1969 TN SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS 38 38 4 100 -126332 0 9959144 9375230 0 0 2994416 2303895 0 0 12953560 11679125 7147157 8983358 0 0 184034 8000 0 0 2915402 2830375 4797528 10161566 13788886 2791994 -2109761 205885270 238636483 16175008 43477430 189710262 195159053 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 8983358 8983358 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 8983358 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X HARRIET NEELY CHAMBERS 4234254787 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 X MIKE COSTELLO IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 DOUGLAS BROWN CHAIR 0.50 X X 0 0 0 STEVE L FROST TREASURER 0.50 X X 0 0 0 KELLY ALLING TRUSTEE 0.50 X 0 0 0 BILL KILBRIDE SECRETARY 0.50 X X 0 0 0 KEN JONES TRUSTEE 0.50 X 0 0 0 ASHLEE PATTEN VICE CHAIR 0.50 X X 0 0 0 NANCY COLLUM TRUSTEE 0.50 X 0 0 0 BETSY BROWN TRUSTEE 0.50 X 0 0 0 GREG EAVES TRUSTEE 0.50 X 0 0 0 BRETT ROUSCH TRUSTEE 0.50 X 0 0 0 DAVID BELITZ TRUSTEE 0.50 X 0 0 0 VICKY GREGG TRUSTEE 0.50 X 0 0 0 ROGER SMITH TRUSTEE 0.50 X 0 0 0 FRANK WILLIAMSON TRUSTEE 0.50 X 0 0 0 CLINT WOLFORD TRUSTEE 0.50 X 0 0 0 BENJAMIN BROWN TRUSTEE 0.50 X 0 0 0 ALAN CATES TRUSTEE 0.50 X 0 0 0 SCOTT LEROY TRUSTEE 0.50 X 0 0 0 LADELL MCCULLOUGH TRUSTEE 0.50 X 0 0 0 SUZANNE FORLIDAS TRUSTEE 0.50 X 0 0 0 ROY VAUGHN TRUSTEE 0.50 X 0 0 0 MILLER WELBORN TRUSTEE 0.50 X 0 0 0 RICHARD JOHNSON TRUSTEE 0.50 X 0 0 0 JAY DALE TRUSTEE 0.50 X 0 0 0 DAVID DEVANEY TRUSTEE 0.50 X 0 0 0 KEITH HELTON TRUSTEE 0.50 X 0 0 0 BEN MILLER TRUSTEE 0.50 X 0 0 0 ASHLEY NICHOLS TRUSTEE 0.50 X 0 0 0 BETTYELYNN SMTIH TRUSTEE 0.50 X 0 0 0 EDNA VARNER TRUSTEE 0.50 X 0 0 0 MARIE WEBB TRUSTEE 0.50 X 0 0 0 TODD WOMACK TRUSTEE 0.50 X 0 0 0 DAVID KRAMER TRUSTEE 0.50 X 0 0 0 KATHY O'BRIEN TRUSTEE 0.50 X 0 0 0 DONNA WILLIAMS TRUSTEE 0.50 X 0 0 0 KERRY WITCHER TRUSTEE 0.50 X 0 0 0 ALBERT WOODARD TRUSTEE 0.50 X 0 0 0 KIM WHITE EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 9375230 17080 9375230 2778352 -126332 2904684 54548045 55022502 -474457 -474457 -474457 11679125 0 -126332 2430227 8983358 8983358 8000 8000 17319 17319 641711 373181 268530 78030 78030 110000 110000 317544 317544 29440 29440 DEVELOPMENT OPERATING 2638872 2638872 BAD DEBT EXPENSE 876593 876593 OTHER TAXES 88019 88019 13788886 8983358 1890126 2915402 816168 32461393 14949883 7034521 21680135 26403484 4547 26100 56972957 71577111 111412429 93933218 49151 7200656 205885270 238636483 67459 404270 721602 705364 13028356 40000000 2357591 2367796 16175008 43477430 X 56310921 56413020 133399341 138746033 189710262 195159053 205885270 238636483 -2109761 7558552 0 X X 0 1 X 1 0 X 8649940 8453154 9729955 9959144 9375230 46167423 8649940 8453154 9729955 9959144 9375230 46167423 343375 45824048 3219182 2785765 1170897 1288360 2904684 11368888 -491500 -512298 -54433 792922 -126332 -391641 57144670 0.80190 0.83100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 171154290 5001428 8358801 11760947 172753572 193156758 9842231 -18737525 13107174 171154290 149205545 10448901 39673063 6170751 193156758 158037113 2959601 1211353 13002522 149205545 153398834 4114565 6004756 5481042 158037113 0.35781 0.64219 0 0 0 LIMITED PARTNERSHIPS & OTHER 93933218 F 93933218 DUE TO UTC 2367796 2367796 X 17159896 7558552 7558552 9601344 2077781 2077781 11679125 13264040 0 13264040 524846 524846 13788886 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE VARIOUS PROGAMS SUPPORTED BY THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR ITS INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S NON-TAXABLE STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN REDUCED BY AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 2,077,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: NONOPERATING CONTRIBUTION TO CAMPUS DEVELOPMENT FOUNDATION, INC. 524,846. 1 UNIVERSITY OF TN AT CHATTANOOGA 615 MCCALLIE AVE CHATTANOOGA TN 37403 626001636 170(B)(1)(A)(II) 8441432 17080 FMV EQUIPMENT,SUPPLIES AND HISTORICAL ARTIFACTS TO SUPPORT EXCELLENCE IN HIGHER EDUCATION THROUGH SPECIAL PROJECTS FOR THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. PART I, LINE 2: THE UNIVERSITY OF CHATTANOOGA FOUNDATION, INC. ADOPTS A BUDGET BY CATEGORY, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, AUTHORIZING EXPENDITURES OF FUNDS IN EACH APPROVED CATEGORY AND IN THE GROSS AMOUNT AS SO APPROVED. THE DECISION AS TO INDIVIDUALS TO RECEIVE SCHOLARSHIPS, RESEARCH GRANTS, SABBATICAL LEAVE ETC., ARE MADE BY PERSONNEL UNDER SUPERVISION OF THE CHANCELLOR OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA, WHICH IS A PART OF THE UNIVERSITY OF TENNESSEE SYSTEM, AND AS SUCH NOT UNDER THE CONTROL OF UCFI. THE FUNDS ARE PROVIDED FOR A QUALIFIED CHARITABLE PURPOSE AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 170(C). WE ARE CONFIDENT THAT THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA DISBURSES THESE FUNDS TO QUALIFIED RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 2 KATHY O'BRIEN (TRUSTEE) AND ASHLEY NICHOLS (TRUSTEE) HAVE A BUSINESS RELATIONSHIP. KEN JONES (TRUSTEE) AND MARIE WEBB (TRUSTEE) HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FULL BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BY ANNUAL REVIEW OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS PROVIDED BY UT SYSTEM AND HIRING CONSULTANTS ARE REVIEWED. UC FOUNDATION BOARD CHAIR ALONG WITH UT FOUNDATION PRESIDENT AND UTC CHANCELLOR RECOMMEND SALARY. VOTE FROM THE UC FOUNDATION EXECUITVE COMMITTEE IS NEEDED FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC MIKE COSTELLO - 1215A FORT STEPHENSON OVAL, LOOKOUT MOUNTAIN, TN 37350. DOUGLAS BROWN - 1116 LONGHOLM COURT, CHATTANOOGA, TN 37405. STEVE L. FROST - 300 S. PALISADES DRIVE, SIGNAL MOUNTAIN, TN 37377. KELLY ALLING - 117 FORT STEPHENSON PLACE, LOOKOUT MOUNTAIN, TN 37350. BILL KILBRIDE - 1602 RIVERVIEW ROAD, CHATTANOOGA, TN 37405. KEN JONES - 5347 ROSE GLEN COURT, OOLTEWAH, TN 37363. ASHLEE PATTEN - 832 GEORGIA AVE., SUITE 360, CHATTANOOGA, TN 37402. NANCY COLLUM - 900 VINE STREET, APARTMENT 1, CHATTANOOGA, TN 37403. BETSY BROWN - 832 GEORGIA AVE., SUITE 210, CHATTANOOGA, TN 37402. GREG EAVES - 7835 OOLTEWAH GEORGETOWN RD., OOLTEWAH, TN 37363. BRETT ROUSCH - 800 MARKET STREET, SUITE 318, CHATTANOOGA, TN 37402. DAVID BELITZ - 136 HOLLY LANE, KINGSTON, TN 37763. VICKY GREGG - 1516 EDGEWOOD CIRCLE, CHATTANOOGA, TN 37405. ROGER SMITH - 245 MARRCREST LANE, SIGNAL MOUNTAIN, TN 37377. FRANK WILLIAMSON - 731 MISSISSIPPI AVE., CHATTANOOGA, TN 37405. CLINT WOLFORD - 412 GEORGIA, SUITE 200, CHATTANOOGA, TN 37403. BENJAMIN BROWN - 112 SOUTH HERMITAGE AVE, LOOKOUT MOUNTAIN, TN 37350. ALAN CATES - 4 ROCK CREST LANE, SIGNAL MOUNTAIN, TN 37377. SCOTT LEROY - 4722 BUCKINGHAM DR., CHATTANOOGA, TN 37421. LADELL MCCULLOUGH - 6516 WACONDA POINT ROAD, HARRISON, TN 37341. SUZANNE FORLIDAS - 11 MINNEKAHDA TRAIL, CHATTANOOGA, TN 37405. ROY VAUGHN - 1 CAMERON HILL CIRCLE, CHATTANOOGA, TN 37402. MILLER WELBORN - 103 ROBIN HOOD TRAIL, LOOKOUT MOUNTAIN, TN 37350. RICHARD JOHNSON - 17 S. SWEETBRIAR AVENUE, CHATTANOOGA, TN 37411. JAY DALE - 701 MARKET STREET, CHATTANOOGA, TN 37402. DAVID DEVANEY - 61 GNOME TRAIL, LOOKOUT MOUNTAIN, GA 30750. KEITH HELTON - 3738 JASON DRIVE, CHATTANOOGA, TN 37412. BEN MILLER - 9017 BROW LAKE ROAD, SODDY DAISY, TN 37379. ASHLEY NICHOLS - 902 JAMES BLVD., SIGNAL MOUNTAIN, TN 37377. BETTYELYNN SMTIH - 1718 VINE STREET, CHATTANOOGA, TN 37404. EDNA VARNER - 3601 LAKE VISTA DRIVE, CHATTANOOGA, TN 37416. MARIE WEBB - 7019 ARBURY WAY, OOLTEWAH, TN 37363. TODD WOMACK - P.O. BOX 171, CHATTANOOGA, TN 37401. DAVID KRAMER - 1 UNION SQUARE, SUITE 600, CHATTANOOGA, TN 37402. KATHY O'BRIEN - 630 WHITEHALL ROAD, CHATTANOOGA, TN 37405. DONNA WILLIAMS - 819 E MARTIN LUTHER KING BLVD., CHATTANOOGA, TN 37403. KERRY WITCHER - 1525 UNIVERSITY AVENUE, KNOXVILLE, TN 37921. ALBERT WOODARD - 1092 ARBOR TRACE NE, BROOKHAVEN, GA 30319. KIM WHITE - 800 MARKET STREET, SUITE 314, CHATTANOOGA, TN 37402. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMPUS DEVELOPMENT FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE D CHATTANOOGA TN 37403 621819831 PROVIDES HOUSING TO STUDENTS AT THE UNIVERSITY OF TENNESSEE CHATTANOOGA. TN 501(C)(3) 11A UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0