2026-05-14T12:04:58-05:00 2025-06-30 620647474 BLACKBURN CHILDERS & STEAGALL PLC 541 SID MARTIN ROAD SUITE C JOHNSON CITY TN 37615 990 2024-07-01 610470593 UNIVERSITY OF THE CUMBERLANDS INC UNIV 6065492200 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 CHRIS SHOTWELL CFO 6065492200 2026-05-14 1 1 SARAH PRESNELL P01269151 4232824511 2026-05-14 2024 2025-03-06 01:10:19Z CHRIS SHOTWELL 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 229487179 0 X WWW.UCUMBERLANDS.EDU X 1889 KY TO PROVIDE A QUALITY, AFFORDABLE EDUCATION TO STUDENTS FROM ALL BACKGROUNDS THROUGH BROAD-BASED ACADEMICS. THE INSTITUTION IS GROUNDED IN CHRISTIAN PRINCIPLES AND LEADERSHIP THROUGH SERVICE. 24 22 2457 2390 0 0 19104436 5573273 192852711 208403979 27131587 14878672 492834 631255 239581568 229487179 9332894 16899878 0 0 75572757 84111999 0 0 1868769 68738404 78637840 153644055 179649717 85937513 49837462 644884952 729526178 34835387 39042364 610049565 690483814 OUR MISSION IS TO PROVIDE A QUALITY, AFFORDABLE EDUCATION TO STUDENTS FROM ALL BACKGROUNDS THROUGH BROAD-BASED ACADEMICS. THE INSTITUTION IS GROUNDED IN CHRISTIAN PRINCIPLES AND LEADERSHIP THROUGH SERVICE. 0 0 168598374 16899878 208689208 THE UNIVERSITY PROVIDES EXCEPTIONAL EDUCATIONAL SERVICES IN A PRIVATE BAPTIST UNIVERSITY ENVIRONMENT TO STUDENTS AT LESS THAN THE AGGREGATE COST OF THESE SERVICES. SUCH ACTIVITY IS THE PRIMARY PURPOSE FOR WHICH THE UNIVERSITY WAS FORMED. ATHLETICS, SALES, AND AUXILIARY INCOME IS ALSO AN ESSENTIAL COMPONENT OF THE UNIVERSITY'S PRIMARY EXEMPT PURPOSE OF PROVIDING QUALITY EDUCATIONAL SERVICE. 168598374 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 849 0 1 2457 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X CHRIS SHOTWELL 6065492200 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 MR DAVID LEWIS TRUSTEE 1.00 X 0 0 0 DR JOHN MARK TOBY TRUSTEE 1.00 X 0 0 0 MR BILL GULLETT TRUSTEE 1.00 X 0 0 0 MRS LORI LEWIS SECRETARY 1.00 X X 0 0 0 MRS COOKIE HENSON TRUSTEE 1.00 X 0 0 0 MR MICHAEL MOUNTJOY TRUSTEE 1.00 X 0 0 0 MR PHILLIP ARMSTRONG TRUSTEE 1.00 X 0 0 0 DR TONY HANCOCK TRUSTEE 1.00 X 0 0 0 DR JOSEPH JOE ELLISON VICE CHAIR 1.00 X X 0 0 0 DR FRENCH HARMON TRUSTEE 1.00 X 0 0 0 MS AMANDA WALTON TRUSTEE 1.00 X 0 0 0 DR CONNIE HAUSER TRUSTEE 1.00 X 0 0 0 DR CHARLES DYE TRUSTEE 1.00 X 0 0 0 DR MARION FORCHT TRUSTEE 1.00 X 0 0 0 MR RUFUS FRIDAY TRUSTEE 1.00 X 0 0 0 MR DAVID KNOCK TRUSTEE 1.00 X 0 0 0 MR LEE BRYANT TRUSTEE 1.00 X 0 0 0 MR LARRY BRANDSTETTER TRUSTEE 1.00 X 0 0 0 MR DONNIE PATRICK TRUSTEE 1.00 X 0 0 0 MR SCOTT THOMPSON CHAIR 5.00 X X 0 0 0 MR WINSTON GRIFFIN TRUSTEE 1.00 X 0 0 0 MR JOHN STEWART TRUSTEE 1.00 X 0 0 0 DR QUENTIN YOUNG EXECUTIVE VP FINANCE/CFO 40.00 X 250204 0 35717 DR LARRY COCKRUM PRESIDENT/CHIEF EXECUTIVE 40.00 X 1920978 0 53845 DR JERRY JACKSON CHANCELLOR 40.00 X 273378 0 20172 DR DONNIE GRIMES EXECUTIVE VP WORKFORCE DEV 40.00 X 223742 0 22949 DR JONATHAN SHORES JR EXECUTIVE VP ENROLLMENT 40.00 X 239789 0 25922 DR CHRIS LESKIW ASSOC PROVOST ACADEMIC AFFAIRS 40.00 X 222364 0 31483 3130455 0 190088 6 0 1 0 EDUCATION DYNAMICS LLC PO BOX 780276 PHILADELPHIA PA 19178 ADVERTISING 7383202 ARAMARK RECEIVABLES LLC PO BOX 978839 DALLAS TX 75397 MAINTENANCE AND GROUNDS 4993792 PEACE PLUMBING PO BOX 836 BARBOURVILLE KY 40906 PLUMBING 272792 RICHARDSON'S EXCAVATING 270 RICHARDSON RD WILLIAMSBURG KY 40729 CONSTRUCTION 258700 LIAISON HOLDINGS LLC 311 ARSENAL ST WATERTOWN MA 02472 TECHNOLOGY 245020 25 5573273 57230 5573273 TUITION/FEES 611710 192539892 192539892 AUXILIARY SERVICES 611710 14846058 14846058 DEPARTMENTAL SALES/SERVICES 611710 1018029 1018029 208403979 10879281 10879281 346026 0 346026 346026 346026 3999391 0 3999391 3999391 3999391 OTHER REVENUE 611710 285229 285229 285229 229487179 208689208 0 15224698 16899878 16899878 3474563 3474563 66601508 64502351 966793 1132364 14035928 13160048 645012 230868 1887285 1887285 7449453 7436360 13093 1119814 786135 232803 100876 2757412 2712583 40526 4303 3404959 3201130 135147 68682 8001990 7750237 227589 24164 2931688 657759 2273929 SERVICES 37266093 36413362 787225 65506 BAD DEBT 3390206 3390206 WORK STUDY 1810280 1794304 9026 6950 EQUIPMENT 1137891 1137891 7480769 6868845 389961 221963 179649717 168598374 9182574 1868769 58376722 62183235 505258 978977 28978783 31021658 -314723 -442535 1541335 1921300 228775796 85151630 142009536 143624166 371540040 447158523 42248001 43080854 644884952 729526178 8976302 9894553 24419924 28039771 1439161 1108040 34835387 39042364 X 499319771 569363064 110729794 121120750 610049565 690483814 644884952 729526178 X 49837462 30571824 24963 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 648781 X 0 313612764 34722102 35011361 2041214 381305013 222441780 67656283 27494459 3979758 313612764 164485925 43945988 13909360 -100507 222441780 120888737 39604821 -22316212 -26308579 164485925 81374115 20856884 19092039 434301 120888737 0.70854 0.21178 0.07968 1 0 21871966 21871966 131239004 55362504 75876500 39536029 11739773 27796256 23856399 13403370 10453029 12272398 4645983 7626415 143624166 INVESTMENTS 447158523 F 447158523 ASSETS HELD IN TRUST BY OTHERS 15916241 OTHER ASSETS 1665819 ASSETS LIMITED TO USE 287860 REAL ESTATE 24013627 BENEFICIAL INTERESTS IN TRUSTS 1197307 43080854 DEFERRED COMPENSATION AGREEMENT 287860 ACTUARIAL LIABILITIES FOR ANNUITIES 951315 DUE TO/FROM RELATED ORGANIZATIONS -131135 1108040 PART III, LINE 4: THE MUSEUM COLLECTIONS ARE DISPLAYED THROUGHOUT THE WILLAIMSBURG CAMPUS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS PUBLISHED IN THE STUDENT HANDBOOK DISTRIBUTED TO STUDENTS AT THE BEGINNING OF EACH SCHOOL YEAR. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM GOVERNMENTAL AGENCIES THAT IT PASSES ON TO ITS STUDENTS IN THE FORM OF SCHOLARSHIPS AND GRANTS. THE UNIVERSITY IS REIMBURSED FOR A PORTION OF FEDERAL WORKSTUDY. 1 SCHOLARSHIPS 3171 16899878 PART I, LINE 2: THE UNIVERSITY HAS POLICIES AND PROCEDURES TO DETERMINE ELIGIBILITY FOR STUDENT FINANCIAL ASSISTANCE AND COMPLIES WITH THE FEDERAL REQUIREMENTS FOR AWARDING STUDENT AID. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DR LARRY COCKRUM PRESIDENT/CHIEF EXECUTIVE 1920978 0 0 0 0 0 30500 0 23345 0 1974823 0 0 0 DR JERRY JACKSON CHANCELLOR 273378 0 0 0 0 0 12434 0 7738 0 293550 0 0 0 DR QUENTIN YOUNG EXECUTIVE VP FINANCE/CFO 250204 0 0 0 0 0 13834 0 21883 0 285921 0 0 0 DR JONATHAN SHORES JR EXECUTIVE VP ENROLLMENT 239789 0 0 0 0 0 10569 0 15353 0 265711 0 0 0 DR CHRIS LESKIW ASSOC PROVOST ACADEMIC AFFAIRS 222364 0 0 0 0 0 9583 0 21900 0 253847 0 0 0 DR DONNIE GRIMES EXECUTIVE VP WORKFORCE DEV 223742 0 0 0 0 0 11185 0 11764 0 246691 0 0 0 LEE BRYANT MEMBER OF THE BOARD OF TRUSTEES 386197 MR. LEE BRYANT, OWNER OF W D BRYANT & SONS, INC., IS A MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES. THE UNIVERSITY PURCHASES HARDWARE SUPPLIES FROM THE COMPANY AS IT IS CLOSER THAN SIMILIAR STORES SUCH AS LOWE'S OR 84 LUMBER. 0 CONNIE D HAUSER MEMBER OF THE BOARD OF TRUSTEES 81669 CONNIE D. HAUSER, CEO OF PT PROS, INC IS A MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES. THE UNIVERSITY UTILIZES THE SERVICES OF PT PROS, INC FOR PHYSICAL THERAPY FOR ITS ATHLETES AS IT IS CLOSER THAN SIMILAR FACILITIES AND HAS COMPETITIVE PRICING. 0 X 4 57230 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF ITEMS CONTRIBUTED REPRESENTS THE NUMBER OF INSTANCES THAT NONCASH CONTRIBUTIONS WERE RECEIVED DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 2 LORI LEWIS AND DAVID LEWIS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO ALL BOARD OF DIRECTORS AND MANAGEMENT. PRIOR YEARS MAY ALSO BE VIEWED THROUGH GUIDESTAR'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO THE BOARD OF TRUSTEES AND TO FACULTY AND STAFF. THESE DISCLOSURES ARE REVIEWED ANNUALLY FOR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE UNIVERSITY IS REVIEWED ANNUALLY BY THE PERSONAL COMMITTEE OF THE BOARD OF TRUSTEES, WHICH RECOMMENDS THE COMPENSATION AND BENEFIT LEVELS TO THE FULL BOARD. ALL MANAGEMENT PERSONNEL ARE REVIEWD BY THE PRESIDENT OF THE UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. FORM 990, PART XI, LINE 9: ACTUARIAL LIABILITY ADJUSTMENT -152,774. UNREALIZED GAIN ON ASSETS HELD IN TRUST 132,065. CHANGE IN VALUE OF LONG TERM RECEIVABLES 70,853. LITIGATION SETTLEMENT -33,500. TRANSFER FROM CUMBERLAND WELLNESS PROPERTIES 8,319. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CUMBERLAND WELLNESS PROPERTIES 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 261289884 LEASES EDUCATIONAL PROPERTY TO UNIVERSITY OF THE CUMBERLANDS, INC. KY 501(C)(3) LINE 12C, III-FI UNIVERSITY OF THE CUMBERLANDS INC 1 MOUNTAIN OUTREACH PROGRAM INC 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 611278580 CONSTRUCT HOUSING FOR NEEDY FAMILIES KY 501(C)(3) LINE 7 UNIVERSITY OF THE CUMBERLANDS INC 1 APPALACHIAN INSTITUTE AT THE CUMBERLANDS INC 6180 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 874641167 EDUCATION KY 501(C)(3) LINE 7 UNIVERSITY OF THE CUMBERLANDS INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 CUMBERLAND WELLNESS PROPERTY S 8319 FAIR MARKET VALUE