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Nonprofiteer
← BEYOND BLUE CORPORATION

Form 990 for tax year 2022

Filed by BEYOND BLUE CORPORATION.

Totals

Total revenue
$7,902,854
Total expenses
$4,004,499
Contributions and grants received
$0
Grants paid
$196,705
Program service revenue
$7,598,650
Investment income
$304,204
Other revenue
$0
Total assets, end of year
$12,491,004
Total liabilities, end of year
$75,361
Net assets or fund balances, end of year
$12,415,643
Program services expenses (Part IX)
$4,004,499
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,004,499

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.

  • 2a · Program service revenue: Hospital/Clinic Services

    total $7,573,083 · related or exempt $7,573,083 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Other Income

    total $25,567 · related or exempt $25,567 · 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 $304,204 · related or exempt $0 · unrelated business $0 · excluded $304,204

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $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 $196,705 · program services $196,705

  • 11g · Fees: other

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

  • 24a · Other expenses: Hospital/Clinic Expenses

    total $3,807,794 · program services $3,807,794 · 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 $25,566 · end of year $11,365,944

  • 4 · Accounts receivable

    beginning of year $2,794,159 · end of year $995,646

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    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

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $129,414

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,794,159 · end of year $75,361

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $25,566 · end of year $12,415,643

Mission and programs · 2022

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 $4,004,499 · Grants $196,705 · Revenue $7,598,650

As filed on the 2022 return.

Listed in Part VII

  • CRAIG COLLINS

    TREASURER

    Total calculated
    $686,225
    From this org
    $0
    From related orgs
    $627,857
    Other
    $58,368
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $551,042 related
    Bonus
    $0 + $66,431 related
    Other
    $0 + $10,384 related
    Deferred
    $0 + $55,530 related
    Nontaxable benefits
    $0 + $2,838 related
    Filer's total
    $0 + $686,225 related

  • ERIC MONDAY

    PRESIDENT

    Total calculated
    $998,225
    From this org
    $0
    From related orgs
    $671,453
    Other
    $326,772
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $557,044 related
    Bonus
    $0 + $110,403 related
    Other
    $0 + $4,006 related
    Deferred
    $0 + $306,533 related
    Nontaxable benefits
    $0 + $20,239 related
    Filer's total
    $0 + $998,225 related

  • WILLIAM E THRO

    SECRETARY

    Total calculated
    $403,720
    From this org
    $0
    From related orgs
    $348,659
    Other
    $55,061
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,375 related
    Bonus
    $0
    Other
    $0 + $4,284 related
    Deferred
    $0 + $35,136 related
    Nontaxable benefits
    $0 + $19,925 related
    Filer's total
    $0 + $403,720 related

  • CHARLES H GRIFFITH

    DIRECTOR

    Total calculated
    $619,161
    From this org
    $0
    From related orgs
    $546,732
    Other
    $72,429
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $538,852 related
    Bonus
    $0
    Other
    $0 + $7,880 related
    Deferred
    $0 + $54,500 related
    Nontaxable benefits
    $0 + $17,929 related
    Filer's total
    $0 + $619,161 related

  • GINA DUGUS

    DIRECTOR

    Total calculated
    $363,240
    From this org
    $0
    From related orgs
    $319,579
    Other
    $43,661
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,745 related
    Bonus
    $0
    Other
    $0 + $2,834 related
    Deferred
    $0 + $31,373 related
    Nontaxable benefits
    $0 + $12,288 related
    Filer's total
    $0 + $363,240 related

  • MARK D BIRDWHISTELL

    DIRECTOR

    Total calculated
    $626,971
    From this org
    $0
    From related orgs
    $542,147
    Other
    $84,824
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,810 related
    Bonus
    $0 + $63,376 related
    Other
    $0 + $8,961 related
    Deferred
    $0 + $70,013 related
    Nontaxable benefits
    $0 + $14,811 related
    Filer's total
    $0 + $626,971 related

  • ROBERT S DIPAOLA

    VICE PRESIDENT

    Total calculated
    $1,088,829
    From this org
    $0
    From related orgs
    $880,572
    Other
    $208,257
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $792,808 related
    Bonus
    $0 + $70,293 related
    Other
    $0 + $17,471 related
    Deferred
    $0 + $189,951 related
    Nontaxable benefits
    $0 + $18,306 related
    Filer's total
    $0 + $1,088,829 related

  • MARK NEWMAN

    FORMER VICE PRESIDENT

    Total calculated
    $2,028,010
    From this org
    $0
    From related orgs
    $1,677,035
    Other
    $350,975
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,358,318 related
    Bonus
    $0 + $299,885 related
    Other
    $0 + $18,832 related
    Deferred
    $0 + $336,311 related
    Nontaxable benefits
    $0 + $14,664 related
    Filer's total
    $0 + $2,028,010 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

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.

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 $287,986 · share of assets $36,024,169

    Directly controlled by BEYOND BLUE

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349314834

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