Nonprofit · EIN 61-1267284
UNIVERSITY MEDICAL FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $160,524 | $5,959 | $154,565 | $15,363,720 | $0 | $15,363,720 |
| June 30, 2024 | 990 | $61,396 | $510,666 | -$449,270 | $15,209,155 | $0 | $15,209,155 |
| June 30, 2023 | 990 | $1,600,108 | $140,491 | $1,459,617 | $15,658,425 | $0 | $15,658,425 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $76,821
- Investment income
- $83,703
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,159
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $420
- Accounting fees
- $2,165
- Program services (functional)
- $3,159
- Management and general (functional)
- $2,800
Balance sheet and other
- Total assets, start of year
- $15,209,155
- Total assets, end of year
- $15,363,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,363,720
- Gross receipts
- $160,524
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIM WILLIAMS MD | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $842,300 | $52,004 |
| ROSEMARY OUSEPH | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $460,354 | $27,900 |
| JENNIFER KOCH | TRUSTEE Trustee or director | 0.1 | $0 | $320,300 | $57,357 |
| CLAY SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $281,216 | $55,397 |
| IAN SMITH | TREASURER Trustee or director, Officer | 0.1 | $0 | $280,251 | $31,952 |
| SHERRY HERTEL | SECTRETARY Trustee or director, Officer | 0.1 | $0 | $88,909 | $24,027 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIM WILLIAMS MD | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $840,900 | $59,305 |
| ROSEMARY OUSEPH | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $458,871 | $25,561 |
| JENNIFER KOCH | TRUSTEE Trustee or director | 0.1 | $0 | $330,940 | $59,005 |
| CLAY SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $310,605 | $58,768 |
| IAN SMITH START 223 | TREASURER Trustee or director, Officer | 0.1 | $0 | $156,216 | $12,554 |
| SHERRY HERTEL | SECTRETARY Trustee or director, Officer | 0.1 | $0 | $126,026 | $24,015 |
| KEVIN HOLLAND END 223 | TREASURER Trustee or director, Officer | 0.1 | $0 | $91,459 | $7,121 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIM WILLIAMS MD | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $420,000 | $6,800 |
| ROSEMARY OUSEPH | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $398,331 | $24,303 |
| JENNIFER KOCH | TRUSTEE Trustee or director | 0.1 | $0 | $302,640 | $35,621 |
| CLAY SMITH | TRUSTEE Trustee or director | 0.1 | $0 | $296,644 | $32,031 |
| KEVIN HOLLAND THROUGH 22023 | TREASURER Trustee or director, Officer | 0.1 | $0 | $271,797 | $32,328 |
| SHERRY HERTEL | SECTRETARY Trustee or director, Officer | 0.1 | $0 | $135,005 | $22,158 |
Address and contacts
- Address (IRS master file)
- 550 S JACKSON ST 3RD FLOOR ACB, LOUISVILLE, KY 40202-1622
- In care of
- % RICHARD REDINGER
- Principal officer (990 for 2024)
- KIM WILLIAMS MD, 550 S JACKSON ST 3RD FLOOR ACB, LOUISVILLE, KY 40202
- Signed the 990
- KIM WILLIAMS MD, PRESIDENT
- Phone
- (502) 852-1609
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
THE ENTITY'S PRIMARY EXEMPT PURPOSE IS TO COLLECT FINANCIAL SUPPORT FOR THE ACADEMIC AND CLINICAL PROGRAMS OF THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE.
Program accomplishments
- THE ENTITY'S PRIMARY EXEMPT PURPOSE IS TO COLLECT FINANCIAL SUPPORT FOR THE ACADEMIC AND CLINICAL PROGRAMS OF THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE.Expenses $3,159 · grants $3,159 · revenue $76,821
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-1267284
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B54Z)
- Assets (IRS master file)
- $15,363,720
- Income (IRS master file)
- $160,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $160,524 | $5,959 | $15,363,720 | IRS |
| 990 | June 2024 | $61,396 | $510,666 | $15,209,155 | IRS |
| 990 | June 2023 | $1,600,108 | $140,491 | $15,658,425 | XML |
| 990 | June 2022 | $1,862,785 | $89,521 | $14,198,808 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1267284).
Questions about UNIVERSITY MEDICAL FOUNDATION INC
- What is the EIN of UNIVERSITY MEDICAL FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY MEDICAL FOUNDATION INC is 61-1267284.
- Is UNIVERSITY MEDICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to UNIVERSITY MEDICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY MEDICAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY MEDICAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY MEDICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names KIM WILLIAMS MD.
- Who are the officers and directors of UNIVERSITY MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY MEDICAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $160,524, expenses of $5,959 and total assets of $15,363,720 at year end.
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