2026-02-16T08:51:23-06:00 2025-06-30 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2024-07-01 610444763 LINDSEY WILSON UNIVERSITY INC LIND 2703848100 210 LINDSEY WILSON STREET COLUMBIA KY 42728 MARK COLEMAN VP OF ADMIN AND FINANCE 2703848100 2026-02-16 1 1 ABIGAIL CAMPBELL P01296738 5025851600 2024 2025-03-06 01:10:19Z WILLIAM T LUCKEY JR 210 LINDSEY WILSON STREET COLUMBIA KY 42728 98588836 0 X WWW.LINDSEY.EDU X 1952 KY SERVE THE EDUCATIONAL NEEDS OF STUDENTS WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN 34 31 1044 6 878586 0 3218279 3319621 78875545 75388845 2410815 4354766 833960 822679 85338599 83885911 27272339 26959507 0 0 29122763 32483170 0 0 620671 19556249 20939199 75951351 80381876 9387248 3504035 129319282 134313545 27000782 23887712 102318500 110425833 THE MISSION OF LINDSEY WILSON UNIVERSITY IS TO SERVE THE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A LIVING-LEARNING ENVIRONMENT WITHIN AN ATMOSPHERE OF ACTIVE CARING AND CHRISTIAN CONCERN WHERE EVERY STUDENT, EVERY DAY, LEARNS AND GROWS AND FEELS LIKE A REAL HUMAN BEING. 0 0 69120230 26959507 75332938 HIGHER EDUCATION: 4,147 FULL AND PART TIME STUDENTS ENROLLED IN UNDERGRADUATE AND GRADUATE CLASSES: 1,752 DEGREES BESTOWED IN THE ACADEMIC YEAR. 69120230 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 1 1 0 0 0 1 108 0 1 1044 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 31 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 1 0 0 KY X MARK COLEMAN 2703848040 210 LINDSEY WILSON STREET COLUMBIA KY 42728 DR WILLIAM T LUCKEY JR PRESIDENT 40.00 X X 831168 0 61421 PHILIP YOHO VP FOR SPECIAL PROGRAMS 40.00 X 242088 0 20567 LENDELL DEAN ADAMS VP FOR STUDENT SERVICES 40.00 X 215000 0 10489 MARK COLEMAN VP FOR ADMINISTRATION & FINANCE 40.00 X 208965 0 20546 GABRIEL DE FREITAS FORERO ASST. VP FOR SPECIAL PROGRAMS 40.00 X 173722 0 7382 RAY LUTGRING VP FOR ACADEMIC AFFAIRS 40.00 X 169027 0 14351 KEVIN THOMPSON VP FOR DEVELOPMENT 40.00 X 160195 0 18476 HELEN MACLENNAN DEAN-SCHOOL OF GRAD. BUS. & TECH 40.00 X 150140 0 15023 HERMANO DE QUEIROZ ASSOC. PROF. OF TECH. MGMT 40.00 X 142021 0 10554 JEFFREY WILLIS DIRECTOR OF AUXILIARY SERVICES 40.00 X 141576 0 18094 DR ALLISON SMITH FACULTY REPRESENTATIVE 1.00 X 62518 0 13927 S ODEN HOWELL JR CHAIRMAN 1.00 X X 0 0 0 DANNY PYLES SECRETARY 1.00 X X 0 0 0 CARRIE L FARRIS TRUSTEE 1.00 X 0 0 0 JAMES R FUGITTE TRUSTEE 1.00 X 0 0 0 DR JOHN HATTON TRUSTEE 1.00 X 0 0 0 LINDA U KING TRUSTEE 1.00 X 0 0 0 AMANDA G MAIN TRUSTEE 1.00 X 0 0 0 CECIL MARTIN TRUSTEE 1.00 X 0 0 0 CLARENDA M PHILLIPS TRUSTEE 1.00 X 0 0 0 RAYMOND SMITH TRUSTEE 1.00 X 0 0 0 LANE THOMPSON TRUSTEE 1.00 X 0 0 0 DANIEL BURLACU TRUSTEE 1.00 X 0 0 0 DAN ANTLE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER ESTES TRUSTEE 1.00 X 0 0 0 C CLEVELAND GAMBILL TRUSTEE 1.00 X 0 0 0 DR ROBERT GOODIN TRUSTEE 1.00 X 0 0 0 DR JENEAN HAMPTON TRUSTEE 1.00 X 0 0 0 DR BRUCE HARRIS TRUSTEE 1.00 X 0 0 0 DR CAROL MARRA TRUSTEE 1.00 X 0 0 0 ANDREW SKIPPER MARTIN TRUSTEE 1.00 X 0 0 0 DR JERRY MCCANDLESS TRUSTEE 1.00 X 0 0 0 DR KENDRICK MCCANDLESS TRUSTEE 1.00 X 0 0 0 DR ALLAN PARNELL TRUSTEE 1.00 X 0 0 0 DAVID R PERRY TRUSTEE 1.00 X 0 0 0 DR JAMES J PIKE TRUSTEE 1.00 X 0 0 0 DANNY RIGNEY TRUSTEE 1.00 X 0 0 0 J BRIAN SHIRLEY TRUSTEE 1.00 X 0 0 0 DR CAL TURNER JR TRUSTEE 1.00 X 0 0 0 ZACH LAWSON SGA REPRESENTATIVE 1.00 X 0 0 0 REV JAY SMITH TRUSTEE 1.00 X 0 0 0 DAVID GRAVES TRUSTEE 1.00 X 0 0 0 DR JOHN B BEGLEY TRUSTEE 1.00 X 0 0 0 2496420 0 210830 25 0 1 0 SYAM S MANTHENA DBA ABHAYA GROUP LLC 110 BUCKSHOT WAY CEDAR PARK TX 78613 RECRUITING 2003315 AKK CONSULTING LLP 20 59/1/3 PLOT NO 492STREET NO 2 MALKAJGIRI TELANGANA IN RECRUITING 651902 COMFORT & PROCESS SOLUTIONS LLC LOCKBOX 880653 PO BOX 29650 PHOENIX AZ 850389650 HVAC SERVICES 589345 TAURUS SQUARE CONSULTING PRIVATE LIMITED 1-5-537 PLOT NO 9 SURYA HAGAR AL HYDERABAD MUMBAI CITY DISTR IN RECRUITING 476830 5253 DESIGN GROUP PSC 527 MAIN STREET SHELBYVILLE KY 40065 ARCHITECT SERVICES 262463 8 881915 2437706 28614 3319621 TUITION AND FEES 611310 64292106 64292106 FOOD AND HOUSING 611310 8844870 8844870 BOOK STORE AND ANCILLARY SERVICES 611310 2251869 1373283 878586 75388845 2128771 2128771 16664970 263950 14429927 272998 2235043 -9048 2225995 2225995 OTHER REVENUE 611310 552873 552873 RECOVERY OF BAD DEBT 900099 269806 269806 822679 83885911 75332938 878586 4354766 26959507 26959507 1870068 1545910 297526 26632 24262380 20056734 3860119 345527 733297 606187 116667 10443 3860288 3191145 614168 54975 1757137 1452554 279559 25024 7608 7608 74465 74465 245109 245109 3322911 2711207 608917 2787 594580 545658 32979 15943 642227 589384 35622 17221 973036 892974 53971 26091 3402880 1726042 1676838 1437573 1328687 102582 6304 504679 463154 27993 13532 660634 432171 228463 3567000 3451166 110860 4974 890923 774241 110108 6574 ALL OTHER EXPENSES 1745122 662683 1023670 58769 FOOD SERVICE 1529750 1529750 BAD DEBT 1121598 1121598 PROFESSIONAL DEVELOPMEN 219104 201076 12153 5875 80381876 69120230 10640975 620671 23512040 18142800 5964347 3331768 860849 949951 313727 340243 220030 312158 104106812 56054893 49787383 48051919 44311307 59683004 2554454 2667879 1795145 833823 129319282 134313545 3419256 3148987 5173664 4411023 15445000 14175000 134020 112386 2828842 2040316 27000782 23887712 X 63473585 65596713 38844915 44829120 102318500 110425833 129319282 134313545 X 3504035 5580701 -1160646 183243 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42800724 643999 7897255 1470272 49871706 36940462 915015 6368044 1422797 42800724 32761864 801932 4744742 1368076 36940462 37179682 1529090 -4723223 1223685 32761864 27982018 610824 9840565 1253725 37179682 0.19403 0.35140 0.45457 1 0 6170950 6170950 76507345 38000892 38506453 17359852 15024089 2335763 4068665 3029912 1038753 48051919 ANNUITIES PAYABLE 55222 OTHER LIABILITIES 599253 LEASE LIABILITY - OPERATING 707470 BOND PREMIUM NET OF AMORTIZATION 678371 2040316 X 62475607 5580701 30368 183243 5794312 56681295 245109 26959507 27204616 83885911 53207628 30368 30368 53177260 245109 26959507 27204616 80381876 PART X, LINE 2: THE UNIVERSITY IS A NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY HAS HAD UNRELATED BUSINESS REVENUES, BUT NO NET PROFIT WAS DERIVED FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE UNIVERSITY RECOGNIZES THE TAX BENEFIT ASSOCIATED WITH A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE UNIVERSITY DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST IN BENEFICIAL TRUST HELD BY OTHERS 183,243. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH REVENUE 26,959,507. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED WITH REVENUE 26,959,507. SCHEDULE D, PART V, LINE 4 FUNDS PROVIDED BY THE UNIVERSITY FOR STUDENT ACADEMIC AND ATHLETIC SCHOLARSHIPS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS REFERENCED IN PRINT MATERIALS FROM ADMISSIONS AND IN THE UNIVERSITY CATALOG WHICH IS AVAILABLE ON THE UNIVERSITY WEBSITE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: LINDSEY WILSON UNIVERSITY RECEIVES FEDERAL STUDENT AID FUNDS FROM THE TITLE IV PROGRAM (PELL GRANTS, SEOG, DIRECT LOANS, AND FEDERAL WORK STUDY GRANTS), THE DEPARTMENT OF VETERAN AFFAIRS (VOC REHAB, POST 9/11), AMERICORPS, DEPARTMENT OF LABOR (WIA DISLOCATED WORKERS), STATE VOC REHAB, THE TITLE III GRANT AND THE NSF STEM EDUCATION GRANT. 1 TUITION ASSISTANCE 1552 26959507 CASH VALUE TUITION REDUCTION PART I, LINE 2: THE UNIVERSITY RECONCILES GRANTS AWARDED AND DRAWDOWNS OF FUNDS. GRANT PROGRAMS ARE AUDITED BY INDEPENDENT AUDITORS DURING THE ANNUAL INDEPENDENT AUDIT. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR WILLIAM T LUCKEY JR PRESIDENT 630918 0 200250 0 0 0 40250 0 21171 0 892589 0 0 0 PHILIP YOHO VP FOR SPECIAL PROGRAMS 191838 0 50250 0 0 0 9891 0 10676 0 262655 0 0 0 LENDELL DEAN ADAMS VP FOR STUDENT SERVICES 204750 0 10250 0 0 0 10238 0 251 0 225489 0 0 0 MARK COLEMAN VP FOR ADMINISTRATION & FINANCE 183715 0 25250 0 0 0 9870 0 10676 0 229511 0 0 0 GABRIEL DE FREITAS FORERO ASST. VP FOR SPECIAL PROGRAMS 168972 0 4750 0 0 0 425 0 6957 0 181104 0 0 0 RAY LUTGRING VP FOR ACADEMIC AFFAIRS 166507 0 2520 0 0 0 3675 0 10676 0 183378 0 0 0 KEVIN THOMPSON VP FOR DEVELOPMENT 154945 0 5250 0 0 0 7800 0 10676 0 178671 0 0 0 HELEN MACLENNAN DEAN-SCHOOL OF GRAD. BUS. & TECH 144390 0 5750 0 0 0 4428 0 10595 0 165163 0 0 0 HERMANO DE QUEIROZ ASSOC. PROF. OF TECH. MGMT 141771 0 250 0 0 0 0 0 10554 0 152575 0 0 0 JEFFREY WILLIS DIRECTOR OF AUXILIARY SERVICES 136326 0 5250 0 0 0 7423 0 10671 0 159670 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS AND THEREFORE RESIDES IN A HOME PROVIDED FOR HIM. THE HOUSE IS MAINTAINED BY UNIVERSITY STAFF. A CITY OF COLUMBIA SERIES 2021 197763000 2021-09-07 5170000 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 B CITY OF COLUMBIA SERIES 2019 197763000 2019-06-27 14875000 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 1340000 5170000 151855 5018145 1 0 1 1 B 4530000 14875000 124000 14751000 1 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 WILLIAM T LUCKEY JR PRESIDENT SUPPLEMENTAL BENEFIT PLAN X 749032 949951 0 1 1 JOHN BEGLEY CHANCELLOR PURCHASE OF PROPERTY X 177385 112386 0 1 1 1062337 VARIOUS OFFICERS AND BOARD MEMBERS 68485 DISCOUNTED TUITION TUITION ASSISTANCE ELISE LUCKEY FAMILY MEMBER OF UNIVERSITY PRESIDENT 71730 UNIVERSITY EMPLOYEE 0 TRACI POOLER FAMILY MEMBER OF UNIVERSITY PRESIDENT 140532 UNIVERSITY EMPLOYEE 0 WILLIS POOLER FAMILY MEMBER OF UNIVERSITY PRESIDENT 128453 UNIVERSITY EMPLOYEE 0 DAVID BEGLEY FAMILY MEMBER OF UNIVERSITY TRUSTEE 50761 UNIVERSITY EMPLOYEE 0 LORENA ANDUEZA FAMILY MEMBER VP FOR ACADEMIC AFFAIRS 30684 UNIVERSITY EMPLOYEE 0 X 5025 X EQUIPMENT 1 16435 X FURNITURE 1 5850 X MISCELLANEOUS 1 863 X FOOD 1 441 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DR. JERRY MCCANDLESS AND DR. KENDRICK MCCANDLESS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT FOR ADMINISTRATION AND FINANCE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD BYLAWS REQUIRE THAT TRUSTEES DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST AND THAT SUCH TRUSTEE SHALL NOT VOTE ON ANY MATTER WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST. IF UNCERTAINTY EXISTS ABOUT WHETHER A TRUSTEE HAS A POTENTIAL CONFLICT, THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY A MAJORITY VOTE. UNIVERSITY POLICY REQUIRES EMPLOYEES TO DISCLOSE CONFLICTS OF INTEREST TO THE PRESIDENT OR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE AND AS NEEDED WILL BE REPORTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD REVIEWED DATA REGARDING COMPENSATION FOR PRESIDENTS AND INSTITUTIONAL INFORMATION AT OTHER KENTUCKY UNIVERSITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY 183,243. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TURNER FOUNDATION FOR LINDSEY WILSON UNIVERSITY INC 210 LINDSEY WILSON STREET COLUMBIA KY 42728 621495937 FINANCIAL SUPPORT FOR LINDSEY WILSON UNIVERSITY KY 501(C)(3) LINE 12A, I LINDSEY WILSON UNIVERSITY INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0