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Nonprofiteer
← BEYOND BLUE CORPORATION

Form 990 for tax year 2023

Filed by BEYOND BLUE CORPORATION.

Totals

Total revenue
$0
Total expenses
$10,301,506
Contributions and grants received
$0
Grants paid
$723,648
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,702,346
Total liabilities, end of year
$588,209
Net assets or fund balances, end of year
$2,114,137
Program services expenses (Part IX)
$10,301,506
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$10,301,506

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue

    total $0 · unrelated business $0 · excluded $0

  • 2b · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2c · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $723,648 · program services $723,648

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Hospital/Clinic Expenses

    total $9,068,841 · program services $9,068,841 · management and general $0 · fundraising $0

  • 24b · Other expenses: Other Expenses

    total $5,000 · program services $5,000 · management and general $0 · fundraising $0

  • 24c · Other expenses: HOSPITAL/CLINIC SERVICES

    total $504,017 · program services $504,017 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,365,944 · end of year $2,537,299

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $995,646 · end of year $93,853

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $129,414 · end of year $71,194

  • 17 · Accounts payable and accrued expenses

    beginning of year $75,361 · end of year $588,209

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,415,643 · end of year $2,114,137

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Beyond Blue Corporation is organized to coordinate and develop operational activities of the University of Kentucky for it's health care programs that will be conducted outside of the Commonwealth of Kentucky while supporting the University's mission of teaching research and service. No other clinical services were provided in any of the six 6 states in which the Corporation has been authorized to conduct business. The University of Kentucky University continues clinical opportunities with providers in Ohio Tennessee Indiana and West Virginia.

Activities or mission (Part I)

BEYOND BLUE CORPORATION IS ORGANIZED TO COORDINATE AND DEVELOP OPERATIONAL ACTIVITIES OF THE UNIVERSITY OF KENTUCKY FOR ITS HEALTH CARE PROGRAMS THAT WILL BE CONDUCTED OUTSIDE OF THE COMMONWEALTH OF KENTUCKY WHILE SUPPORTING THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH AND SERVICE. NO OTHER CLINICAL SERVICES WERE PROVIDED IN ANY OF THE SIX STATES IN WHICH THE CORPORATION HAS BEEN AUTHORIZED TO CONDUCT BUSINESS. THE UNIVERSITY OF KENTUCKY CONTINUES CLINICAL OPPORTUNITIES WITH PROVIDERS IN OHIO, TENNESSEE, INDIANA, AND WEST VIRGINIA.

  • The Corporation has three professional service agreements with Cincinnati Children's Hospital to 1.) Engage in Cardiac Interventionists from time to time on a per diem basis or hourly basis. 2.) Pediatric Electrophysiology services for four days a month at least eight hours a day at an hourly rate and 3.) Advance Practice Provider which enables Cincinnati Children's Hospital to engage an Advanced Practice Provider from time to time on a per diem or hourly basis. A memorandum of agreement between the School Employees Retirement System of Ohio SERS and the Corporation for the University of Kentucky Know Your Rx Coalition was entered into effective January 1, 2020 to establish an agreement for the provision of Medication Therapy and related services including SERS Medicare Employer Group Waiver Plans and commercial insurance plan. THE UNIVERSITY OF KENTUCKY ENTERED INTO A PARTNERSHIP AGREEMENT WITH KING'S DAUGHTERS HEALTH SYSTEM ON APRIL 1, 2021. THE PARTNERSHIP CREATES NEW OPPORTUNITIES FOR BOTH ORGANIZATIONS TO BETTER SERVE PATIENTS THROUGHOUT KENTUCKY, SOUTHERN OHIO, AND WEST VIRGINIA BY EXPANDING THE DELIVERY OF SPECIALTY HEALTHCARE SERVICES THROUGHOUT THE REGION.

    Expenses $10,301,506 · Grants $723,648 · Revenue $395,983

As filed on the 2023 return.

Listed in Part VII

  • Craig Collins

    TREASURER

    Total calculated
    $834,030
    From this org
    $0
    From related orgs
    $769,450
    Other
    $64,580
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,064 related
    Bonus
    $0 + $142,135 related
    Other
    $0 + $12,251 related
    Deferred
    $0 + $61,918 related
    Nontaxable benefits
    $0 + $2,662 related
    Filer's total
    $0 + $834,030 related

  • Eric Monday

    PRESIDENT

    Total calculated
    $1,451,361
    From this org
    $0
    From related orgs
    $1,095,833
    Other
    $355,528
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $837,615 related
    Bonus
    $0 + $246,430 related
    Other
    $0 + $11,788 related
    Deferred
    $0 + $334,599 related
    Nontaxable benefits
    $0 + $20,929 related
    Filer's total
    $0 + $1,451,361 related

  • William E Thro

    SECRETARY

    Total calculated
    $467,934
    From this org
    $0
    From related orgs
    $406,467
    Other
    $61,467
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,013 related
    Bonus
    $0
    Other
    $0 + $6,454 related
    Deferred
    $0 + $40,720 related
    Nontaxable benefits
    $0 + $20,747 related
    Filer's total
    $0 + $467,934 related

  • Charles H Griffith

    DIRECTOR

    Total calculated
    $677,301
    From this org
    $0
    From related orgs
    $602,230
    Other
    $75,071
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,894 related
    Bonus
    $0
    Other
    $0 + $8,336 related
    Deferred
    $0 + $59,873 related
    Nontaxable benefits
    $0 + $15,198 related
    Filer's total
    $0 + $677,301 related

  • Gina Dugus

    DIRECTOR

    Total calculated
    $395,021
    From this org
    $0
    From related orgs
    $347,899
    Other
    $47,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,362 related
    Bonus
    $0
    Other
    $0 + $2,537 related
    Deferred
    $0 + $34,222 related
    Nontaxable benefits
    $0 + $12,900 related
    Filer's total
    $0 + $395,021 related

  • Mark D Birdwhistell

    DIRECTOR

    Total calculated
    $804,028
    From this org
    $0
    From related orgs
    $703,716
    Other
    $100,312
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,779 related
    Bonus
    $0 + $129,530 related
    Other
    $0 + $10,407 related
    Deferred
    $0 + $84,799 related
    Nontaxable benefits
    $0 + $15,513 related
    Filer's total
    $0 + $804,028 related

  • Robert S Dipaola

    VICE PRESIDENT

    Total calculated
    $1,380,636
    From this org
    $0
    From related orgs
    $1,150,781
    Other
    $229,855
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,607 related
    Bonus
    $0 + $96,000 related
    Other
    $0 + $20,174 related
    Deferred
    $0 + $214,009 related
    Nontaxable benefits
    $0 + $15,846 related
    Filer's total
    $0 + $1,380,636 related

  • Mark Newman

    FORMER VICE PRESIDENT

    Total calculated
    $1,825,423
    From this org
    $0
    From related orgs
    $2,032,785
    Other
    -$207,362
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,268,474 related
    Bonus
    $0 + $745,207 related
    Other
    $0 + $19,104 related
    Deferred
    $0 + -$222,728 related
    Nontaxable benefits
    $0 + $15,366 related
    Filer's total
    $0 + $1,825,423 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
A 415(M) CONTRACT WAS WRITTEN FOR DR. DIPAOLA EFFECTIVE OCTOBER 1, 2022, WITH AN INITIAL RETENTION CONTRIBUTION OF $110,000 ON OCTOBER 1, 2022. AS LONG AS HE HAS CONTINUED EMPLOYMENT AS PROVOST, ANNUAL CONTRIBUTIONS WILL BE MADE ON JUNE 1 EACH YEAR BEGINNING IN 2023 IN THE AMOUNT OF $110,000 AND INCREASE BY $25,000 EACH SUBSEQUENT YEAR THROUGH 2026. A 415(M) CONTRACT WAS WRITTEN FOR DR. MONDAY EFFECTIVE OCTOBER 1, 2020, WITH AN INITIAL RETENTION CONTRIBUTION OF $150,000 ON OCTOBER 31, 2020. AS LONG AS HE HAS CONTINUED EMPLOYMENT, ANNUAL CONTRIBUTIONS OF $250,000 WILL BE MADE ON JULY 1 EACH YEAR BEGINNING IN 2021 THROUGH 2023. A 415(M) CONTRACT WAS WRITTEN FOR MARK NEWMAN EFFECTIVE JULY 1, 2021, WITH PAYMENTS COMMENCING FOR $150,000 IN 2021 AND $200,000 IN 2022. THE CONTRACT TERMS WERE NOT FULFILLED AND THE CUMULATIVE RETENTION CONTRIBUTIONS OF $350,000 WERE RETURNED TO THE UNIVERSITY IN 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • UNIVERSITY OF KENTUCKY

    $723,648

    PROGRAM SUPPORT

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE UNIVERSITY OF KENTUCKY

    HIGHER EDUCATION · KY

    Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INSURE BLUE

    C Corporation · OFFSHORE CAPTIVE MANAGEMENT · CJ · 100% owned · share of income $235,266 · share of assets $38,738,286

    Directly controlled by BEYOND BLUE

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349309035

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