2025-11-17T13:56:32-06:00 2025-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2024-07-01 610449630 LOUISVILLE COLLEGIATE SCHOOL LOUI 5024790340 2427 GLENMARY AVE LOUISVILLE KY 40204 DOUG JONES CHIEF FINANCIAL OFFICER 5024790349 2025-11-17 1 0 JONATHON D EADE P01254533 5025830248 2024 2025-03-06 01:10:19Z DOUG JONES 2427 GLENMARY AVENUE LOUISVILLE KY 40204 36279074 0 X WWW.LOUCOL.COM X 1915 KY TO OPERATE A JK-12, CO-EDUCATIONAL INDEPENDENT SCHOOL. 26 26 253 415 132848 0 1275681 13321291 21442982 22283025 -1154356 359957 264152 314801 21828459 36279074 0 0 0 0 11321629 12175245 0 0 326572 11992392 12555504 23314021 24730749 -1485562 11548325 46713966 60698891 5734402 6919514 40979564 53779377 LOUISVILLE COLLEGIATE SCHOOL INSPIRES ACADEMIC EXCELLENCE, EXTRAORDINARY CHARACTER AND GLOBAL CITIZENSHIP. 0 0 21053591 22465978 OPERATION OF A JK-12, CO-EDUCATIONAL INDEPENDENT SCHOOL FOR APPROXIMATELY 800 STUDENTS, AND 145 FACULTY, STAFF AND ADMINISTRATORS. 21053591 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 97 0 253 1 1 1 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 4.00 X 0 0 0 FELLON STEPHANIE CHAIR, ADVANCEMENT COMMITT 5.00 X 0 0 0 KIEFER SCOTT CHAIR, COMMITTEE ON TRUSTE 5.00 X 0 0 0 PARADIS DEANA MEMBER 2.00 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 III 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 VAUGHN KENNY 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 BROWN CAMPBELL MEMBER 2.00 X 0 0 0 SALAMON BETH MEMBER 2.00 X 0 0 0 FAUREST MAGGIE MEMBER 2.00 X 0 0 0 VIETH LAURIE STRATEGIC PLANNING COMMITTEE CO-CHAIR 5.00 X 0 0 0 BARR-PULLIAM DERECK STRATEGIC PLANNING COMMITTEE CO-CHAIR 5.00 X 0 0 0 DING ALEXANDER MEMBER 2.00 X 0 0 0 AUGUSTA BROWN HOLLAND IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 NORA FITZGERALD MELDRUM PRESIDENT 10.00 X 0 0 0 TOMARRA ADAMS VICE PRESIDENT 5.00 X 0 0 0 FRANK HILL TREASURER 5.00 X 0 0 0 ALISON CHMIEL BREHM SECRETARY 5.00 X 0 0 0 KAREN TROWBRIDGE SAVITZ MEMBER 2.00 X 0 0 0 ERICA LEE WILLIAMS MEMBER 2.00 X 0 0 0 LAUREN HURAY MEMBER 2.00 X 0 0 0 LAURENCE NIBUR MEMBER 2.00 X 0 0 0 DOUG JONES CHIEF FINANCIAL OFFICER 40.00 X 95603 0 4995 MCGUIRE JAMES V ASSISTANT HEAD AND DIRECTO 40.00 X 153845 0 7891 GAHAN CLAYTON M DEAN OF FACULTY 40.00 X 117916 0 6000 BRIDGEWATER TIFFANY HEAD OF LOWER SCHOOL 40.00 X 126200 0 6662 RIKER LISA HEAD OF MIDDLE SCHOOL 40.00 X 120961 0 6584 MACRAE ROBERT HEAD OF SCHOOL, EX-OFFICIO 40.00 X 341889 0 42617 956414 0 74749 5 0 1 0 0 13321291 150 13321291 TUITION AND FEES 611600 22283025 22283025 22283025 358957 358957 1000 0 1000 1000 1000 MISCELLANEOUS 611710 314801 181953 132848 314801 36279074 22465978 132848 358957 437492 365727 71765 9765748 7201815 2237361 326572 397882 397882 878536 878536 695587 695587 15123 15123 61475 61475 15539 15539 197627 96109 101518 401884 280536 121348 1340835 1273793 67042 18021 18021 24818 24818 1472699 1399064 73635 171621 171621 FINANCIAL AID 5470402 5470402 INSTRUCTIONAL 1458866 1458866 CAFETERIA 885789 841500 44289 BAD DEBT 618243 618243 402562 75531 327031 24730749 21053591 3350586 326572 3753539 5562929 213313 8713561 146097 141833 151461 274422 53833137 21902423 31475783 31930714 10491968 13531116 481805 544316 46713966 60698891 1068717 1676846 3742684 5086612 841681 0 81320 156056 5734402 6919514 X 35583674 37874642 5395890 15904735 40979564 53779377 46713966 60698891 11548325 1251488 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10491968 2115074 1535681 611607 13531116 9101659 307477 1437471 354639 10491968 8744753 37808 781754 462656 9101659 10376066 165434 -915664 881083 8744753 8437658 19674 2330476 411742 10376066 0 0 11154536 11154536 34139427 16808729 17330698 1958489 1723780 234709 5212964 3369914 1843050 1367721 1367721 31930714 MUTUAL FUND - BOND 2773528 F MUTUAL FUND - EQUITY 9377851 F COMMONFUND CAPITAL PARTNERS V, VI, VII, VIII, AND IX FUND LTD PARTNERSHIP 1379737 F 13531116 OPERATING LEASE LIABILITY 156056 156056 X 37530562 1251488 1251488 36279074 0 36279074 24730749 0 24730749 0 24730749 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. 1 X X 0 1 0 0 0 0 0 0 0 MACRAE ROBERT HEAD OF SCHOOL, EX-OFFICIO 341889 0 0 0 0 0 0 0 42617 0 384506 0 0 0 MCGUIRE JAMES V ASSISTANT HEAD AND DIRECTO 153845 0 0 0 0 0 0 0 7891 0 161736 0 0 0 PART I, LINE 4B ROBERT MACRAE $30,000 X 4 31151 FAIR MARKET VALUE X GIFT CARD 1 150 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 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 388260 LOUISVILLE COLLEGIATE SCHOOL