2024-05-15T16:58:53+00:00 2023-06-30 440160260 FORVIS LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2022-07-01 371730253 Beyond Blue Corporation BEYO 8592573368 301 Main Building Lexington KY 40506 Craig Collins 8592573368 2024-05-15 true CRAIG COLLINS 999009999 true Aaron Hershberger P00961884 5136218300 2024-05-14 2022 2023-04-26 12:10:37Z Craig Collins 900 S Limestone Wethington 317 Lexington KY 40536 7902854 false X N/A X 2013 KY 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. 7 0 0 0 0 0 11278597 0 7598650 304204 0 11278597 7902854 196705 0 0 0 0 11278879 3807794 11278879 4004499 -282 3898355 2819725 12491004 2794159 75361 25566 12415643 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. false false 4004499 196705 7598650 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. 4004499 true false false false false false false false false false false false false false false false true false false true false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false false X 7 0 true false false false true false false true true false false true true true true true true true true false KY X Craig Collins 8592574758 900 S Limestone Wethington 317 LEXINGTON KY 40536 X CRAIG COLLINS TREASURER 1.0 39.0 X X 0 627857 58368 ERIC MONDAY PRESIDENT 1.0 39.0 X X 0 671453 326772 WILLIAM E THRO SECRETARY 1.0 39.0 X X 0 348659 55061 CHARLES H GRIFFITH DIRECTOR 1.0 39.0 X 0 546732 72429 GINA DUGUS DIRECTOR 1.0 39.0 X 0 319579 43661 MARK D BIRDWHISTELL DIRECTOR 1.0 39.0 X 0 542147 84824 ROBERT S DIPAOLA VICE PRESIDENT 1.0 39.0 X 0 880572 208257 MARK NEWMAN FORMER VICE PRESIDENT 0.0 40.0 X 0 1677035 350975 0 5614034 1200347 0 true true false 0 0 Hospital/Clinic Services 621990 7573083 7573083 0 0 Other Income 900099 25567 25567 0 0 0 0 0 0 7598650 304204 0 0 304204 0 0 0 0 0 0 0 0 0 7902854 7598650 0 304204 196705 196705 0 0 0 0 Hospital/Clinic Expenses 3807794 3807794 0 0 0 0 0 0 4004499 4004499 0 0 25566 11365944 2794159 995646 0 0 0 0 0 0 0 0 129414 2819725 12491004 2794159 75361 0 0 0 2794159 75361 X 25566 12415643 25566 12415643 2819725 12491004 3898355 8491722 0 X false true X true false X X X 1 UNIVERSITY OF KENTUCKY 616001218 6 true 196705 0 1 196705 0 true false false false false false false false false false false false false false false true false Central America and the Caribbean 0 1 Program Services OFFSHORE CAPTIVE MANAGEMENT 287986 0 1 0 0 0 1 287986 0 287986 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual false UNIVERSITY OF KENTUCKY 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616001218 GOV'T 196705 PROGRAM SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE BOARD OF THE ORGANIZATION ARE EMPLOYEES OF THE UNIVERSITY OF KENTUCKY, THE RECIPIENT OF THE GRANTED FUNDS. THEY OVERSEE THE USE OF THE FUNDS AT THE UNIVERSITY OFKENTUCKY. X X false true false false false false false false false ERIC MONDAY PRESIDENT 0 557044 0 110403 0 4006 0 306533 0 20239 0 998225 0 0 CRAIG COLLINS TREASURER 0 551042 0 66431 0 10384 0 55530 0 2838 0 686225 0 0 WILLIAM E THRO SECRETARY 0 344375 0 0 0 4284 0 35136 0 19925 0 403720 0 0 MARK D BIRDWHISTELL DIRECTOR 0 469810 0 63376 0 8961 0 70013 0 14811 0 626971 0 0 ROBERT S DIPAOLA VICE PRESIDENT 0 792808 0 70293 0 17471 0 189951 0 18306 0 1088829 0 0 CHARLES H GRIFFITH DIRECTOR 0 538852 0 0 0 7880 0 54500 0 17929 0 619161 0 0 GINA DUGUS DIRECTOR 0 316745 0 0 0 2834 0 31373 0 12288 0 363240 0 0 MARK NEWMAN FORMER VICE PRESIDENT 0 1358318 0 299885 0 18832 0 336311 0 14664 0 2028010 0 0 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. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Eric Monday - Business relationship, Mark Newman - Business relationship, Craig Collins - Business relationship, William E Thro - Business relationship, Mark D Birdwhistell - Business relationship, Robert S DiPaola - Business relationship, Gina Dugus - Business relationship, Chipper Griffith - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of the organization is the University of Kentucky. Form 990, Part VI, Line 11b Review of form 990 by governing body UNIVERSITY OF KENTUCKY FINANCE PERSONNEL PREPARE AND REVIEW THE FORM 990. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE RETURN IS PROVIDED TO BOARD OFFICERS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. THE RETURN IS PROVIDED TO ALL BOARD MEMBERS AFTER THE RETURN IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION IS ADMINISTERED IN ACCORDANCE WITH POLICIES AND PROCEDURES THAT GOVERN THE UNIVERSITY OF KENTUCKY. THE UNIVERSITY'S ETHICAL PRINCIPLES AND CODE OF CONDUCT DEFINES THE UNIVERSITY'S CORE VALUE AND ESTABLISHES GUIDELINES FOR PROFESSIONAL CONDUCT INCLUDING CONFLICT OF INTEREST. ALL UNIVERSITY MEMBERS SHALL AVOID CONDUCT THAT MIGHT IN ANY WAY LEAD MEMBERS OF THE GENERAL PUBLIC TO CONCLUDE THAT HE OR SHE IS USING AN OFFICIAL POSITION TO FURTHER PROFESSIONAL OR PRIVATE INTERESTS OR THE INTERESTS OF ANY MEMBERS OF HIS OR HER FAMILY. IN CONDUCTING OR PARTICIPATING IN ANY TRANSACTION, FULL DISCLOSURE OF ANY REAL OR PERCEIVED CONFLICT WITH PERSONAL INTERESTS AND REMOVAL FROM FURTHER PARTICIPATION IN SUCH MATTERS IS REQUIRED. ADMINISTRATIVE REGULATION 7:2 FINANCIAL CONFLICTS OF INTEREST IN RESEARCH AND ADMINISTRATIVE REGULATION 7:9 INSTITUTIONAL CONFLICTS OF INTEREST INVOLVING RESEARCH - SETS FORTH SPECIFIC RELATIONSHIPS AND ACTIVITIES THAT POSE A POTENTIAL CONFLICT OF INTEREST FOR FACULTY, STAFF, AND STUDENTS INVOLVED IN RESEARCH AND RELATED ACTIVITIES, AFTER DISCLOSURE, THE UNIVERSITY CAN MAKE AN INFORMED JUDGEMENT ABOUT A PARTICULAR ACTIVITYAND REQUIRE APPROPRIATE OVERSIGHT, LIMITATIONS, OR PROHIBITIONS IN ACCORD WITH THIS POLICY. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY PRESIDENT'S COMPENSATION IS ESTABLISHED AND APPROVED BY THE BOARD OF TRUSTEES OF THE UNIVERSITY OF KENTUCKY. THE PRESIDENT IS OFFERED A MULTI-YEAR CONTRACT WHICH OUTLINES BASE SALARY, VARIABLE PAY, BENEFITS AND OTHER PERQUISITES. THIS TOTAL COMPENSATION PACKAGE IS BENCHMARKED WITH OTHER LAND GRANT INSTITUTIONS WITH ACADEMIC MEDICAL CENTERS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE UNIVERSITY EMPLOYS EXECUTIVES AND ATHLETIC COACHES IN NON-GRADED EXEMPT POSITIONS. OTHER THAN THE PRESIDENT, THESE EXECUTIVES/COACHES ARE PRESENTED WITH AN OFFER LETTER THAT OUTLINES THEIR BASE SALARY, VARIABLE PAY (IF APPLICABLE) AND PERQUISITES. EMPLOYEE BENEFITS OTHER THAN RETIREMENT CONTRIBUTIONS ARE OFFERED AT THE SAME LEVEL AS STAFF EMPLOYEES. RETIREMENT CONTRIBUTIONS BY THE INSTITUTION FOR SENIOR EXECUTIVES MAY BE AT A HIGHER (E.G. 15% EMPLOYER CONTRIBUTION) FOR SOME EXECUTIVES. BASE SALARIES AND VARIABLE PAY ARE BENCHMARKED WITH THE UNIVERSITIES' BENCHMARK INSTITUTIONS, IN ADDITION TO REGIONAL AND NATIONAL HEALTH CARE AND BUSINESS ENTITIES. TOTAL COMPENSATION OFFERED TO THESE EXECUTIVE INDIVIDUALS AND COACHES IS APPROVED BY THE PRESIDENT OF THE UNIVERSITY OR HIS DESIGNEE, ATHLETICS DIRECTOR IF COACH COMPENSATION IS LESS THAN $75,000. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE DISCLOSED ON THE UNIVERSITY OF KENTUCKY'S WEBSITE. THE ORGANIZATION IS ADMINISTERED IN ACCORDANCE WITH POLICIES AND PROCEDURES THAT GOVERN THE UNIVERSITY OF KENTUCKY. THE UNIVERSITY'S ADMINISTRATIVE REGULATIONS AND POLICIES ARE PUBLISHED ON THE UNIVERSITY'S WEBSITE AT WWW.UKY.EDU. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.UKY.EDU/UFS/FINANCIAL-STATEMENTS. THE UNIVERSITY OF KENTUCKY 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616001218 HIGHER EDUCATION KY 501(c)(1) NA false INSURE BLUE 301 MAIN BUILDING LEXINGTON KY 40506 OFFSHORE CAPTIVE MANAGEMENT CJ BEYOND BLUE C Corporation 287986 36024169 1 false false true false false false false false false false false false false false true false false false false false