2024-05-08T13:57:04-05:00 2023-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2022-07-01 237035648 JEFFERSON COMMUNITY TECHNICAL COLLEGE FOUNDATION INC JEFF 5022132495 109 EAST BROADWAY 302A LOUISVILLE KY 40202 DON SCHIEMAN EXECUTIVE DIRECTOR 5025840181 2024-05-08 1 DON SCHIEMAN 999009999 0 GREG JACKSON CPA P00077314 5029923500 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DON SCHIEMAN 109 EAST BROADWAY 302A LOUISVILLE KY 40202 1483350 0 X N/A X 1968 KY THE MISSION OF THE JEFFERSON COMMUNITY & TECHNICAL COLLEGE FOUNDATION, INC. IS TO DEVELOP STRATEGIC ALLIANCES WITH PRIVATE AND PUBLIC RESOURCES AND TO PURSUE EXTERNAL FUNDING SOURCES THAT BENEFIT JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 27 25 0 0 0 0 621294 1360267 0 0 1104 33374 15058 10525 637456 1404166 770133 756156 0 0 0 0 0 0 5534 131961 162672 902094 918828 -264638 485338 6063573 6686287 27520 2876 6036053 6683411 THE MISSION OF THE JEFFERSON COMMUNITY & TECHNICAL COLLEGE FOUNDATION, INC. IS TO DEVELOP STRATEGIC ALLIANCES WITH PRIVATE AND PUBLIC RESOURCES AND TO PURSUE EXTERNAL FUNDING SOURCES THAT BENEFIT JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 0 0 106084 106084 SCHOLARSHIPS PROVIDED FOR STUDENTS TO ATTEND JEFFERSON COMMUNITY & TECHNICAL COLLEGE. 766908 650072 PROJECTS TO SUPPORT STUDENT SUPPORT INITIATIVES, PROGRAMS AND OPERATIONS. 872992 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 KY X X DON SCHIEMAN 5022132451 JEFFERSON COMMUNITY AND TECHNICAL LOUISVILLE KY 40202 X CARL J BENSINGER CHAIR EMERITUS 2.00 X 0 0 0 CATHE DYKSTRA MEMBER 2.00 X 0 0 0 MARY MOSELEY IMMEDIATE PAST CHAIR 2.00 X 0 0 0 CYNDI BENEDICT MEMBER 2.00 X 0 0 0 LYNN FISHER SECRETARY 2.00 X X 0 0 0 SARAH ANTLE TREASURER 2.00 X X 0 0 0 JASON BROWN VICE CHAIR 2.00 X X 0 0 0 GREG GOFF MEMBER 2.00 X 0 0 0 PAUL PERKINS MEMBER 2.00 X 0 0 0 KEVIN WARDELL MEMBER 2.00 X 0 0 0 BRETT BEARFIELD MEMBER 2.00 X 0 0 0 AMANDA MAIN MEMBER 2.00 X 0 0 0 TODD SCHMIEDELER PHD MEMBER 2.00 X 0 0 0 ANNE SCHULTZE EDWARDS MEMBER 2.00 X 0 0 0 JEFFREY JASNOFF CHAIR 2.00 X X 0 0 0 TIM ERNST MEMBER 2.00 X 0 0 0 DONNIE HUMPHREY MEMBER 2.00 X 0 0 0 YAJAIRA I MORPHONIOS MEMBER 2.00 X 0 0 0 GARY MUDD MEMBER 2.00 X 0 0 0 MARGARET WENDLER MEMBER 2.00 X 0 0 0 MARY GWEN WHEELER MEMBER 2.00 X 0 0 0 KEITH INMAN MEMBER 2.00 X 0 0 0 DR AMY LINGO MEMBER 2.00 X 0 0 0 EVE MCLAIN MEMBER 2.00 X 0 0 0 MICHELLE SHIELDS MEMBER 2.00 X 0 0 0 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 20.00 20.00 X 0 114586 49845 DR TY HANDY EX OFFICIO - PRESIDENT 2.00 40.00 X 0 247399 94364 0 361985 144209 0 0 1 0 0 166585 1193682 1360267 33374 33374 420 420 72977 166585 79184 -6207 -6207 16200 0 16200 16200 MISCELLANEOUS 900099 112 112 112 1404166 112 0 43787 650072 650072 106084 106084 7500 7500 4237 4237 OTHER EXPENSES PROGRAM 116836 116836 ADVANCEMENT ACTIVITIES 25827 25827 OTHER EXPENSES 6207 1191 5016 DUES 1352 1352 713 195 518 918828 872992 40302 5534 99 199 3585463 3661592 217973 615835 7250 9429 1180870 1326682 1071918 1072550 6063573 6686287 8572 2876 12948 0 6000 0 27520 2876 X 2346282 2512088 3689771 4171323 6036053 6683411 6063573 6686287 X 485338 161388 632 X 0 1 X 1 0 X 2006952 1966914 1173435 655165 1430344 7232810 2006952 1966914 1173435 655165 1430344 7232810 1547558 5685252 95918 30039 2579 2374 33794 164704 14667 1001 112 15780 7413294 176173 0.76690 0.68530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 186234 186234 186234 186234 186234 186234 152688 33546 186234 151901 787 152688 1.00000 0 0 0 MUTUAL FUNDS 1326682 F 1326682 INVESTMENT IN JOINT VENTURE 1072550 1072550 X 1626270 162020 60084 222104 1404166 0 1404166 978912 60084 60084 918828 0 918828 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE FOUNDATION CONSIST OD DONOR-RESTRICTED ENDOWMENTS WHOSE EARNINGS ARE TO BE USED FOR SCHOLARSHIPS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ADDITIONALLY, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WERE NO INCOME TAXES IMPOSED RELATED TO UNRELATED BUSINESS INCOME AS OF JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 60,084. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 60,084. JUBILEE 204785 166585 38200 4300 41829 33055 OTHER 34777 34777 239562 166585 72977 4300 41829 33055 79184 -6207 16200 1 16200 16200 KY 1 0 0 0 0.00000 1.00000 SHERRY WYLETA 109 E BROADWAY LOUISVILLE KY 40202 0 DON SCHIEMAN 0 OVERSEES GAMING PROCESS X 0 1 JEFFERSON COMMUNITY & TECHNICAL COLLEGE 109 EAST BROADWAY LOUISVILLE KY 40202 611320380 501 (C) )3) 476440 0 GRANTS PROVIDED TO SUPPORT COLLEGE INITIATIVES BOUND TREE MEDICAL LLC 2237 N PLAZA DR VISALIA CA 93291 6600 0 GRANTS PROVIDED TO SUPPORT CARROLLTON PARAMEDIC PROGRAM IU SOUTHEAST 4201 GRANT LINE ROAD NEW ALBANY IN 47150 21132 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE BARNES & NOBLE 801 SOUTH HURSTBOURNE PKY LOUISVILLE KY 40222 52730 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE STATWAX LLC 11313 USA PARKWAY FISHERS IN 46037 20000 0 GRANTS PROVIDED TO SUPPORT FUTURE 42 MARKETING CAMPAIGN PROGRAM CLUB COLORS 29355 NETWORK PLACE CHICAGO IL 60673 43115 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE BEST BUY 5085 SHELBYVILLE ROAD LOUISVILLE KY 40207 25000 0 GRANTS PROVIDED TO SUPPORT INITIATIVE TO PREPARE STUDENTS FOR COLLEGE CAPE ELECTRICAL 140 FLEX PARK LANE BOWLING GREEN KY 42101 5055 0 GRANTS PROVIDED TO SUPPORT LINEMAN PROGRAM 1 5 SCHOLARSHIPS 110 106084 PART I, LINE 2: GRANT DISTRIBUTIONS ARE REVIEWED AND APPROVED BASED ON ADHERENCE TO THE RESTRICTIONS AND CRITERIA PROVIDED BY THE SOURCE OF FUNDING OR DETERMINED BY THE JCTC FOUNDATION BOARD. 0 0 0 0 0 0 0 0 0 DR TY HANDY EX OFFICIO - PRESIDENT 0 247399 0 0 0 0 0 20940 0 73424 0 341763 0 0 DON SCHIEMAN EX OFFICIO - EXECUTIVE DIR 0 114586 0 0 0 0 0 11459 0 38386 0 164431 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE JCTC FOUNDATION, WHICH IS CHAIRED BY THE TREASURER, REVIEWS THE 990 PRIOR TO AUTHORIZING THE EXECUTIVE DIRECTOR TO SIGN AND FILE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE FULL GOVERNING BOARD. EACH MEMBER IS ASKED TO SIGN THE POLICY TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE TO THE PUBLIC UPON REQUEST. PART XII LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE WHICH HAS THE RESPONSIBILITY OF PROVIDING OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDIT FIRM. FORM 990, PART XI, LINE 9: GAIN IN JOINT VENTURE 632. JEFFERSON COMMUNITY & TECHNICAL COLLEGE 109 EAST BROADWAY LOUISVILLE KY 40202 611320380 TO PREPARE STUDENTS FOR A FOUR YEAR DEGREE OR ENTER A CAREER KY 501(C)(3) 170(B)(1)A(IV) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0