Form 990 for tax year 2022
Filed by UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC.
Totals
- Total revenue
- $631,925,790
- Total expenses
- $589,921,931
- Contributions and grants received
- $219,755,075
- Grants paid
- $63,752,214
- Program services expenses (Part IX)
- $579,455,505
- Management and general expenses
- $10,466,426
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $579,455,505
Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Diane B Medley
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Diane Porter
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
James M Rogers
Chair
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Alfonso Cornish
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian F Lavin
Director from 1/17/23
- Total calculated
- $0
- Hours/week
- 0.5
-
David Schultz
Director to 9/6/22
- Total calculated
- $206,456
- From this org
- $0
- From related orgs
- $169,469
- Other
- $36,987
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $169,074 related
- Bonus
- $0
- Other
- $0 + $395 related
- Deferred
- $0 + $15,155 related
- Nontaxable benefits
- $0 + $21,832 related
- Filer's total
- $0 + $206,456 related
-
Dorain Brown
Director
- Total calculated
- $1,900
- From this org
- $0
- From related orgs
- $1,900
- Other
- $0
- Hours/week
- 0.5 + 10.5 related
-
Dr Raymond Burse
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Eugene G Mueller
Director from 9/7/22
- Total calculated
- $162,543
- From this org
- $0
- From related orgs
- $134,441
- Other
- $28,102
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $133,667 related
- Bonus
- $0
- Other
- $0 + $774 related
- Deferred
- $0 + $12,809 related
- Nontaxable benefits
- $0 + $15,293 related
- Filer's total
- $0 + $162,543 related
-
Jerry Abramson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
John D Smith
Director
- Total calculated
- $95,937
- From this org
- $0
- From related orgs
- $72,874
- Other
- $23,063
- Hours/week
- 0.5 + 49.5 related
-
Laurence Benz
Director
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Mary R Nixon
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott W Brinkman
Director to 1/16/23
- Total calculated
- $0
- Hours/week
- 0.5
-
Sherrill Zimmerman
Director
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Daniel A Durbin
Vice President
- Total calculated
- $486,178
- From this org
- $0
- From related orgs
- $433,919
- Other
- $52,259
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $432,731 related
- Bonus
- $0
- Other
- $0 + $1,188 related
- Deferred
- $0 + $30,500 related
- Nontaxable benefits
- $0 + $21,759 related
- Filer's total
- $0 + $486,178 related
-
Dr Kim Schatzel
President from 2/1/23
- Total calculated
- $0
- Hours/week
- 0.5 + 49.5 related
-
Dr Thomas Gerard Bradley
Vice President
- Total calculated
- $635,834
- From this org
- $0
- From related orgs
- $583,531
- Other
- $52,303
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $582,757 related
- Bonus
- $0
- Other
- $0 + $774 related
- Deferred
- $0 + $29,000 related
- Nontaxable benefits
- $0 + $23,303 related
- Filer's total
- $0 + $635,834 related
-
Kevin H Gardner PhD
Vice President
- Total calculated
- $358,648
- From this org
- $0
- From related orgs
- $313,512
- Other
- $45,136
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $312,738 related
- Bonus
- $0
- Other
- $0 + $774 related
- Deferred
- $0 + $30,500 related
- Nontaxable benefits
- $0 + $14,636 related
- Filer's total
- $0 + $358,648 related
-
Kyle J Beamer
Assistant Secretary
- Total calculated
- $107,084
- From this org
- $0
- From related orgs
- $84,348
- Other
- $22,736
- Hours/week
- 0.5 + 49.5 related
-
Lori Gonzalez PhD
President to 1/31/23
- Total calculated
- $882,800
- From this org
- $0
- From related orgs
- $834,244
- Other
- $48,556
- Hours/week
- 0.5 + 49.5 related
Schedule J breakdown matched by us
- Base
- $0 + $831,958 related
- Bonus
- $0
- Other
- $0 + $2,286 related
- Deferred
- $0 + $30,500 related
- Nontaxable benefits
- $0 + $18,056 related
- Filer's total
- $0 + $882,800 related
-
Dr Beth Boehm
Former Vice President
- Total calculated
- $315,742
- From this org
- $0
- From related orgs
- $272,523
- Other
- $43,219
Schedule J breakdown matched by us
- Base
- $0 + $270,237 related
- Bonus
- $0
- Other
- $0 + $2,286 related
- Deferred
- $0 + $27,326 related
- Nontaxable benefits
- $0 + $15,893 related
- Filer's total
- $0 + $315,742 related
-
Dr Neeli Bendapudi
Former President
- Total calculated
- $338,899
- From this org
- $0
- From related orgs
- $318,001
- Other
- $20,898
Schedule J breakdown matched by us
- Base
- $0 + $311,614 related
- Bonus
- $0
- Other
- $0 + $6,387 related
- Deferred
- $0 + $16,023 related
- Nontaxable benefits
- $0 + $4,875 related
- Filer's total
- $0 + $338,899 related
-
Prof Enid Trucios-Haynes
Former Treasurer
- Total calculated
- $211,336
- From this org
- $0
- From related orgs
- $169,882
- Other
- $41,454
Schedule J breakdown matched by us
- Base
- $0 + $168,694 related
- Bonus
- $0
- Other
- $0 + $1,188 related
- Deferred
- $0 + $16,689 related
- Nontaxable benefits
- $0 + $24,765 related
- Filer's total
- $0 + $211,336 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 — 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
$50,000
RESEARCH 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.
-
EDUCATION · KY
Directly controlled by NA
-
UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION INC
501(c)(3) · EDUCATION · KY
Directly controlled by UNIVERSITY OF LOUISVILLE
-
UNIVERSITY PHYSICIANS GROUP INC
501(c)(3) · MEDICAL CARE · KY
Directly controlled by UNIVERSITY OF LOUISVILLE
-
UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL PRACTICE ASSOC
501(c)(3) · MEDICAL CARE · KY
Directly controlled by UNIVERSITY OF LOUISVILLE
-
501(c)(3) · MEDICAL CARE · KY
Directly controlled by UNIVERSITY OF LOUISVILLE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349304318
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