STETSON UNIVERSITY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STETSON UNIVERSITY INC (EIN 59-0624416)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202641339349304504
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:33:25-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STETSON UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STET | BusinessNameControlTxt |
| Phone | 3868227015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N WOODLAND BLVD | AddressLine1Txt |
| City | DELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327238417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY DIGORIO | PersonNm |
| Person Title | VP AND CFO | PersonTitleTxt |
| Phone | 3868227015 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEREMY DIGORIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N WOODLAND BLVD | AddressLine1Txt |
| City | DELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327238417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $335,998,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STETSON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION AT STETSON UNIVERSITY IS TO PROVIDE AN EXCELLENT EDUCATION IN A CREATIVE COMMUNITY WHERE LEARNING AND VALUES MEET, AND TO FOSTER IN STUDENTS THE QUALITIES OF MIND AND HEART THAT WILL PREPARE THEM TO REACH THEIR FULL POTENTIAL AS INFORMED CITIZENS OF LOCAL COMMUNITIES AND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2537 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $166,076 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $85,734 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,873,888 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,561,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $203,140,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,481,275 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,766,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,230,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,655,529 | PYOtherRevenueAmt |
| CY Other Revenue | $2,547,319 | CYOtherRevenueAmt |
| PY Total Revenue | $250,437,317 | PYTotalRevenueAmt |
| CY Total Revenue | $263,820,744 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $108,331,094 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,655,984 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $89,264,563 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,912,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,775,952 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,359,984 | PYOtherExpensesAmt |
| CY Other Expenses | $71,281,420 | CYOtherExpensesAmt |
| PY Total Expenses | $265,955,641 | PYTotalExpensesAmt |
| CY Total Expenses | $281,850,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,518,324 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,029,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $741,017,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,170,553 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $242,308,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $243,451,635 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $498,709,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $515,718,918 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION AT STETSON UNIVERSITY IS TO PROVIDE AN EXCELLENT EDUCATION IN A CREATIVE COMMUNITY WHERE LEARNING AND VALUES MEET, AND TO FOSTER IN STUDENTS THE QUALITIES OF MIND AND HEART THAT WILL PREPARE THEM TO REACH THEIR FULL POTENTIAL AS INFORMED CITIZENS OF LOCAL COMMUNITIES AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $230,652,259 | ExpenseAmt |
| Grant | $115,655,984 | GrantAmt |
| Revenue | $192,400,472 | RevenueAmt |
| Desc | EDUCATIONAL: THE UNIVERSITY PROVIDES HIGH QUALITY EDUCATIONAL SERVICES TO STUDENTS ON THREE DIFFERENT CAMPUSES, SERVING MORE THAN 2,450 UNDERGRADUATE STUDENTS AND APPROXIMATELY 1,630 GRADUATE AND POST-BACCALAUREATE STUDENTS. THE UNIVERSITY IS COMMITTED TO ITS STRONG LIBERAL ARTS HERITAGE, OFFERING OVER 80 MAJOR AND MINOR PROGRAMS IN VARIOUS FIELDS OF STUDY. THE UNIVERSITY OFFERS NUMEROUS GRADUATE DEGREE PROGRAMS, ALONG WITH JURIS DOCTOR, MASTER OF LAWS, AND MASTER OF JURISPRUDENCE DEGREES. THE UNDERGRADUATE STUDENT TO FACULTY RATIO IS 10:1; THE DELAND CAMPUS HAS 218 FULL-TIME FACULTY MEMBERS, 90 PERCENT OF WHOM HOLD A PH.D. OR OTHER TERMINAL DEGREES. THE COLLEGE OF LAW CAMPUS HAS 48 FULL-TIME PROFESSORS AND IS SUPPLEMENTED BY OVER 67 EXPERIENCED PRACTITIONERS IN SPECIALIZED AREAS. GRANTS AND SCHOLARSHIPS WERE PROVIDED TO STUDENTS BASED ON TALENT, ACADEMIC, AND ATHLETIC ACHIEVEMENT AND FINANCIAL NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,876,008 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $25,902,107 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: THE UNIVERSITY AUXILIARY ENTERPRISES ARE FOR THE CONVENIENCE AND BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. THESE SERVICES INCLUDE A WIDE VARIETY OF STUDENT HOUSING OPTIONS, INCLUDING DORMITORIES AND APARTMENT-STYLE ACCOMMODATIONS. IN ADDITION, THE UNIVERSITY OFFERS FULL ARRAY OF DINING SERVICES, STUDENT CONVENIENCE STORE, AND CAMPUS BOOKSTORE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $257,528,267 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5824 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2537 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY DIGORIO | PersonNm |
| Phone | 3868227015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N WOODLAND BLVD | AddressLine1Txt |
| City | DELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327238417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER F ROELLKE | ||||||||||
| PRESIDENT/TRUSTEE | 70.00 | Yes (X) | Yes (X) | $540,548 | $0 | $137,115 | ||||
| STEVEN ALEXANDER | ||||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN P BROCKWAY | ||||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL T DAVIS | ||||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SCOTT MARCELLO | ||||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SCOTT E BOORE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MAUREEN BREAKIRON-EVANS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CYNTHIA R BROWN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| J HYATT BROWN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| YVONNE CHANG | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHERINE COBB | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| GREGORY COLEMAN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOE R COOPER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRUCE DAHLGREN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICHARD C GEORGE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| B DIANE HAYES | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| R DEAN HOLLIS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS M HORTON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LILA A JABER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JILL K JINKS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LAUREL KENT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| GAYLE LITTLETON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRENDA H LOPEZ | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHRISTINE E LYNN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOSHUA MAGIDSON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LUIS PRATS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| AMY P QUINN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| AMY P RIGDON | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID B RINKER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ORESTES SANTOS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFRERY A SMITH | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| LINDA SWAYNE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JASON TURNER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| WILLIAM VOGES | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MEGAN WEINBERGER | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MICHELE ZAHN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MILTON DOUGLAS | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN DOWNEY | ||||||||||
| VP, CAMPUS LIFE AND STUDENT SUCCESS | 50.00 | Yes (X) | $249,940 | $0 | $32,548 | |||||
| JEFFREY ALTIER | ||||||||||
| FORMER ATHLETIC DIRECTOR | 50.00 | Yes (X) | $141,928 | $0 | $44,368 | |||||
| ELIZABETH SKOMP | ||||||||||
| EVP AND PROVOST | 50.00 | Yes (X) | $283,338 | $0 | $59,281 | |||||
| RICKY RAY | ||||||||||
| ATHLETIC DIRECTOR | 50.00 | Yes (X) | $143,489 | $0 | $12,962 | |||||
| KRISTA BOFILL | ||||||||||
| EVP AND CDO | 50.00 | Yes (X) | $236,831 | $0 | $23,798 | |||||
| JEFFERY GATES | ||||||||||
| SVP, ENROLLMENT AND MARKETING | 50.00 | Yes (X) | $283,620 | $0 | $62,002 | |||||
| JEREMY DIGORIO | ||||||||||
| VP AND CFO | 50.00 | Yes (X) | $288,704 | $0 | $28,849 | |||||
| D BENJAMIN BARROS | ||||||||||
| DEAN AND PROFESSOR OF LAW SCHOOL | 50.00 | $294,307 | $0 | $62,782 | 0.50 | Yes (X) | ||||
| GEORGIOS A BAKAMITSOS | ||||||||||
| DEAN FOR GRADUATE PROGRAMS | 50.00 | $256,480 | $0 | $2,952 | Yes (X) | |||||
| STEPHEN TRIMPER | ||||||||||
| BASEBALL COACH | 50.00 | $260,613 | $0 | $51,233 | Yes (X) | |||||
| PETER LAKE | ||||||||||
| PROFESSOR OF LAW | 50.00 | $292,683 | $0 | $48,570 | Yes (X) | |||||
| REBECCA MORGAN | ||||||||||
| PROFESSOR OF LAW | 50.00 | $250,295 | $0 | $52,324 | Yes (X) | |||||
| DARRYL WILSON | ||||||||||
| PROF. OF LAW AND ASSOC. DEAN | 50.00 | $279,047 | $0 | $45,008 | Yes (X) | |||||
| THERESA J PULLEY RADWAN | ||||||||||
| FORMER INTERIM DEAN AND PROFESSOR OF LAW SCHOOL | 50.00 | $143,072 | $0 | $14,268 | Yes (X) | |||||
| AMY K GIPSON | ||||||||||
| FORMER INTERIM VP - DEVELOPMENT AND ALUMNI ENGAGEM | 50.00 | $133,856 | $0 | $46,986 | Yes (X) | |||||
| LYNN SCHOENBERG | ||||||||||
| FORMER CO-INTERIM VP FOR CLASS AND EXECUTIVE | 50.00 | $126,292 | $0 | $14,837 | Yes (X) | |||||
| LARRY CORRELL-HUGHES | ||||||||||
| FORMER CO-INTERIM VP FOR CLASS AND EXECUTIVE | 50.00 | $116,628 | $0 | $42,527 | Yes (X) | |||||
| NOEL PAINTER | ||||||||||
| FORMER EVP AND PROVOST | 50.00 | $169,771 | $0 | $41,989 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,491,442 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $824,399 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS COMPANY BUILDING DIVISION | |||||
| 291 SOUTHHALL LANE | MAITLAND | FL | 32751 | CONSTRUCTION | $29,321,438 |
| CHARTWELLS | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICES | $5,585,877 |
| RC STEVENS CONSTRUCTION COMPANY | |||||
| 28 SOUTH MAIN STREET | WINTER GARDEN | FL | 34787 | CONSTRUCTION | $1,368,301 |
| EAASY US HOLDCO LLC | |||||
| 1950 NW 22ND STEET | FORT LAUDERDALE | FL | 33311 | CONSTRUCTION | $1,232,661 |
| FOUNDATION BUILDING MATERIALS LLC | |||||
| 1924 WEST PRINCETON STREET | ORLANDO | FL | 32801 | CONSTRUCTION | $1,063,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 80 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,388 | FundraisingAmt |
| Related Organizations | $76,052 | RelatedOrganizationsAmt |
| Government Grants | $4,020,698 | GovernmentGrantsAmt |
| All Other Contributions | $23,429,758 | AllOtherContributionsAmt |
| Noncash Contributions | $2,253,574 | NoncashContributionsAmt |
| Total Contributions | $27,561,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $187,156,051 | $187,156,051 |
| RESIDENTIAL RM CHARGES | 721310 | $16,678,489 | $16,678,489 |
| DINING SERVICES | 722310 | $9,018,287 | $9,018,287 |
| SLS OF EDUCATIONAL SVC | 611699 | $1,404,311 | $1,404,311 |
| ATHLETICS | 711211 | $1,378,137 | $1,378,137 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $846,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $846,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,481,275 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,360,590 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $39,796 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,320,794 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,029 | TotalRevenueColumnAmt |
| Exclusion | $31,029 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,266,661 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,567,298 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $699,363 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699,363 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $88,734 | UnrelatedBusinessRevenueAmt |
| Exclusion | $610,629 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,427,502 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,557,838 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,869,664 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,869,664 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $37,546 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,832,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,403 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,388 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $52,780 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,377 | TotalRevenueColumnAmt |
| Exclusion | -$4,377 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,821,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,821,304 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,821,304 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $263,820,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $218,302,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $166,076 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,790,193 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,655,984 | TotalAmt |
| Program Services | $115,655,984 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,152,999 | TotalAmt |
| Program Services | $1,388,755 | ProgramServicesAmt |
| Management And General | $1,023,171 | ManagementAndGeneralAmt |
| Fundraising | $741,073 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,611,763 | TotalAmt |
| Program Services | $61,383,878 | ProgramServicesAmt |
| Management And General | $5,996,289 | ManagementAndGeneralAmt |
| Fundraising | $2,231,596 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,690,639 | TotalAmt |
| Program Services | $5,018,024 | ProgramServicesAmt |
| Management And General | $490,186 | ManagementAndGeneralAmt |
| Fundraising | $182,429 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,452,811 | TotalAmt |
| Program Services | $10,099,126 | ProgramServicesAmt |
| Management And General | $986,534 | ManagementAndGeneralAmt |
| Fundraising | $367,151 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,004,695 | TotalAmt |
| Program Services | $4,413,156 | ProgramServicesAmt |
| Management And General | $431,100 | ManagementAndGeneralAmt |
| Fundraising | $160,439 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,684 | TotalAmt |
| Management And General | $9,684 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,236 | TotalAmt |
| Program Services | $32,276 | ProgramServicesAmt |
| Management And General | $188,917 | ManagementAndGeneralAmt |
| Fundraising | $43 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,194 | TotalAmt |
| Management And General | $192,194 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,907,525 | TotalAmt |
| Management And General | $1,907,525 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,309,879 | TotalAmt |
| Program Services | $3,359,527 | ProgramServicesAmt |
| Management And General | $864,142 | ManagementAndGeneralAmt |
| Fundraising | $86,210 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,306 | TotalAmt |
| Program Services | $666,345 | ProgramServicesAmt |
| Management And General | $560,621 | ManagementAndGeneralAmt |
| Fundraising | $35,340 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,457,541 | TotalAmt |
| Program Services | $2,824,570 | ProgramServicesAmt |
| Management And General | $430,841 | ManagementAndGeneralAmt |
| Fundraising | $202,130 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,145,781 | TotalAmt |
| Program Services | $2,676,406 | ProgramServicesAmt |
| Management And General | $1,402,212 | ManagementAndGeneralAmt |
| Fundraising | $67,163 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560 | TotalAmt |
| Program Services | $1,560 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,663,940 | TotalAmt |
| Program Services | $10,016,182 | ProgramServicesAmt |
| Management And General | $559,394 | ManagementAndGeneralAmt |
| Fundraising | $88,364 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,162,499 | TotalAmt |
| Program Services | $5,009,820 | ProgramServicesAmt |
| Management And General | $67,222 | ManagementAndGeneralAmt |
| Fundraising | $85,457 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,388 | TotalAmt |
| Program Services | $583,725 | ProgramServicesAmt |
| Management And General | $37,392 | ManagementAndGeneralAmt |
| Fundraising | $35,271 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,010,027 | TotalAmt |
| Program Services | $6,711,434 | ProgramServicesAmt |
| Management And General | $229,960 | ManagementAndGeneralAmt |
| Fundraising | $68,633 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,082,409 | TotalAmt |
| Program Services | $12,290,950 | ProgramServicesAmt |
| Management And General | $696,136 | ManagementAndGeneralAmt |
| Fundraising | $95,323 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330,576 | TotalAmt |
| Program Services | $1,762,938 | ProgramServicesAmt |
| Management And General | $2,566,724 | ManagementAndGeneralAmt |
| Fundraising | $914 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING SRVCS/CATERING | $6,391,407 | $6,091,166 | $114,302 | $185,939 |
| ATHLETICS | $2,522,391 | $2,520,902 | $1,489 | |
| SUBSCRIPTIONS | $1,275,514 | $1,218,806 | $19,847 | $36,861 |
| MEMBERSHIP & DUES | $685,026 | $496,393 | $180,316 | $8,317 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,933,537 | TotalAmt |
| Program Services | $3,306,344 | ProgramServicesAmt |
| Management And General | $591,383 | ManagementAndGeneralAmt |
| Fundraising | $35,810 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,850,311 | TotalAmt |
| Program Services | $257,528,267 | ProgramServicesAmt |
| Management And General | $19,546,092 | ManagementAndGeneralAmt |
| Fundraising | $4,775,952 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,115 | BOYAmt |
| EOY | $114,115 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,993,218 | BOYAmt |
| EOY | $37,836,323 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,170,119 | BOYAmt |
| EOY | $15,279,972 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,929,608 | BOYAmt |
| EOY | $7,160,261 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,952 | BOYAmt |
| EOY | $818,971 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,298 | BOYAmt |
| EOY | $244,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,990,717 | BOYAmt |
| EOY | $5,009,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $468,818,383 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,792,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,278,253 | BOYAmt |
| EOY | $251,025,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,346,195 | BOYAmt |
| EOY | $296,352,682 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $125,980,793 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,733,589 | BOYAmt |
| EOY | $19,347,588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,017,064 | BOYAmt |
| EOY | $759,170,553 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,840,891 | BOYAmt |
| EOY | $24,272,150 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,873,648 | BOYAmt |
| EOY | $8,363,336 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,624,708 | BOYAmt |
| EOY | $141,796,277 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,500 | BOYAmt |
| EOY | $137,500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,551,580 | BOYAmt |
| EOY | $52,564,241 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,279,686 | BOYAmt |
| EOY | $16,318,131 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,308,013 | BOYAmt |
| EOY | $243,451,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,689,960 | BOYAmt |
| EOY | $175,410,262 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,019,091 | BOYAmt |
| EOY | $340,308,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,709,051 | BOYAmt |
| EOY | $515,718,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,017,064 | BOYAmt |
| EOY | $759,170,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$18,029,567 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,651,006 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $388,428 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S LOBBYING ACTIVITIES CONSIST OF LEGISLATIVE MONITORING AND ADVOCACY SERVICES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,790,115 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $393,357,354 | BeginningYearBalanceAmt |
| Contributions | $4,561,511 | ContributionsAmt |
| Investment Earnings Or Losses | $47,754,311 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,440,936 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,947,445 | OtherExpendituresAmt |
| Administrative Expenses | $1,895,527 | AdministrativeExpensesAmt |
| End Year Balance | $419,389,268 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $366,414,710 | BeginningYearBalanceAmt |
| Contributions | $9,305,717 | ContributionsAmt |
| Investment Earnings Or Losses | $42,780,013 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,715,279 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,537,574 | OtherExpendituresAmt |
| Administrative Expenses | $1,890,233 | AdministrativeExpensesAmt |
| End Year Balance | $393,357,354 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $355,787,978 | BeginningYearBalanceAmt |
| Contributions | $1,608,942 | ContributionsAmt |
| Investment Earnings Or Losses | $29,549,084 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,410,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,471,757 | OtherExpendituresAmt |
| Administrative Expenses | $1,649,239 | AdministrativeExpensesAmt |
| End Year Balance | $366,414,710 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $392,290,501 | BeginningYearBalanceAmt |
| Contributions | $23,206,061 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,084,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,206,630 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,359,637 | OtherExpendituresAmt |
| Administrative Expenses | $2,057,380 | AdministrativeExpensesAmt |
| End Year Balance | $355,787,978 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $308,450,010 | BeginningYearBalanceAmt |
| Contributions | $6,409,379 | ContributionsAmt |
| Investment Earnings Or Losses | $95,554,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,299,005 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,307,948 | OtherExpendituresAmt |
| Administrative Expenses | $1,516,458 | AdministrativeExpensesAmt |
| End Year Balance | $392,290,501 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,303,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,426,645 | OtherCostOrOtherBasisAmt |
| Book Value | $10,729,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,293,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,729,101 | DepreciationAmt |
| Book Value | $227,564,546 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,353,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,866,264 | DepreciationAmt |
| Book Value | $7,487,097 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,441,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,197,615 | DepreciationAmt |
| Book Value | $5,244,115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $251,025,403 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD INSTITUTIONAL INDEX | Desc |
| Book Value | $125,980,793 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $125,980,793 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,555,111 |
| DEPOSITS/HELD FOR OTHERS | $343,058 |
| OPERATING LEASES PAYABLE | $2,369,189 |
| POST RETIREMENT BENEFITS | $3,932,926 |
| REFUNDABLE GOV'T LOAN FUNDS | $359,810 |
| UNAMORTIZED PREMIUM | $7,758,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,318,131 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $182,132,852 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,651,006 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$116,076,207 | OtherRevenueAmt |
| Revenue Not Reported | -$81,425,201 | RevenueNotReportedAmt |
| Revenue Subtotal | $263,558,053 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,907,525 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,644,834 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $262,691 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $263,820,744 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $165,931,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,644,834 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,644,834 | ExpensesNotReportedAmt |
| Expenses Subtotal | $164,286,802 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,907,525 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $115,655,984 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $117,563,509 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $281,850,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE MAJORITY OF THE UNIVERSITY ART COLLECTION INCLUDES A SIGNIFICANT BODY OF WORK FROM THE RENOWNED GERMAN PAINTER, OSCAR BLUEMNER. THIS PORTION OF THE COLLECTION WAS VALUED AT $2,621,000 AT THE TIME IT WAS GIFTED TO THE UNIVERSITY IN 2000. ADDITIONAL WORKS FROM VARIOUS ARTISTS, INCLUDING SEVERAL PAINTINGS AND SCULPTURE, HAVE BEEN GIFTED TO THE UNIVERSITY'S COLLECTIONS OVER THE YEARS. THESE WORKS, ALONG WITH THE ART CONTRIBUTED BY STETSON STUDENTS, ARE CURRENTLY HOUSED IN THE HAND ART CENTER, WHERE BOTH THE STETSON COMMUNITY AND THE PUBLIC MAY STUDY AND ENJOY THEM. THE GILLESPIE MUSEUM OF MINERALS IS STETSON UNIVERSITY'S EARTH SCIENCE COLLECTION MUSEUM. THE MUSEUM'S COLLECTION OF 20,000 MINERAL, ROCK, AND FOSSIL SPECIMENS IS VALUED AT $402,431. THE MUSEUM HAS DEVELOPED OVER THE PAST FIFTY YEARS INTO A CENTER FOR ENVIRONMENTAL EDUCATION. EXHIBITS AND DISPLAYS INCLUDE GEOLOGY, NATIVE FLORIDA ECOSYSTEMS AND PLANT LANDSCAPES, MINERALS AND MINING, AND FLUORESCENT ROCKS. |
| PART V, LINE 4: | THE UNIVERSITY ENDOWMENT FUNDS ARE USED PRIMARILY FOR THE BENEFIT OF STUDENTS, FACULTY SUPPORT, PROGRAM SUPPORT AND FACILITIES. THE MAJORITY OF ENDOWMENT FUNDS GO TO SUPPORT STUDENT SCHOLARSHIPS, INCLUDING AWARDS FOR MERIT, ATHLETIC PARTICIPATION AND FINANCIAL NEED. ENDOWMENT FUNDS SUPPORT SEVERAL FACULTY CHAIR POSITIONS, AS WELL AS GENERAL FACULTY SALARIES AND BENEFITS. SEVERAL UNIVERSITY PROGRAMS, SUCH AS THE ROLAND GEORGE INVESTMENT PROGRAM AND THE HOLLIS RENAISSANCE PROGRAM ARE FULLY SUPPORTED BY ENDOWMENTS. ADDITIONALLY, THE ENDOWMENT PROVIDES FACILITIES MAINTENANCE AND SUPPORT FOR EXISTING INSTITUTIONAL BUILDINGS AND DORMITORIES. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM STATE INCOME TAXES UNDER THE PROVISIONS OF THE FLORIDA NONPROFIT CORPORATION ACT. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -115,655,984. WRITE-OFF OF UNCOLLECTIBLE PLEDGES -399,926. ACTUARIAL ADJUSTMENT -52,863. INTERFUND TRANSFER 32,566. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED ON PART VIII, LINE 8B -52,780. RENTAL EXPENSE -1,583,182. UBI INVESTMENT EXPENSE -8,872. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED ON PART VIII, LINE 8B 52,780. RENTAL EXPENSE 1,583,182. UBI INVESTMENT EXPENSE 8,872. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 115,655,984. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY BULLETIN IS MADE AVAILABLE TO ALL PROSPECTIVE STUDENTS VIA THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | STETSON UNIVERSITY PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS LISTED IN STETSON'S SINGLE AUDIT REPORT UNDER OMB CIRCULAR A-133 AND THE SINGLE AUDIT ACT OF THE STATE OF FLORIDA. FEDERAL PROGRAMS ARE AS FOLLOWS: US DEPARTMENT OF EDUCATION, US DEPARTMENT OF JUSTICE, NATIONAL SCIENCE FOUNDATION, US DEPARTMENT OF COMMERCE, US DEPARTMENT OF HEALTH AND HUMAN SERVICES, US DEPARTMENT OF THE INTERIOR, AND THE US DEPARTMENT OF HOMELAND SECURITY. STATE PROGRAMS ARE AS FOLLOWS: FLORIDA DEPARTMENT OF EDUCATION, DEPARTMENT OF HIGHWAY SAFETY AND MOTOR VEHICLES, DEPARTMENT OF ECONOMIC OPPORTUNITY, DEPARTMENT OF HEALTH, DEPARTMENT OF STATE, AND DEPARTMENT OF ENVIRONMENTAL PROTECTION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (45 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RECRUITING - COSTA RICA | $7,307 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RECRUITING - GUATEMALA | $2,522 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - CAYMAN ISLANDS | $38,466 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - COSTA RICA | $188,578 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - GUATEMALA | $10,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - COSTA RICA | $2,256 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - HONG KONG | $21,216 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - PHILIPPINES | $8,390 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - SOUTH KOREA | $12,131 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - TAIWAN | $4,356 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RECRUITING - GERMANY | $965 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RECRUITING - UNITED KINGDOM | $9,058 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RECRUITING - SWITZERLAND | $3,938 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RECRUITING - NETHERLANDS | $2,777 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - AUSTRIA | $33,914 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - FRANCE | $32,435 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - GREECE | $45,883 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - HUNGARY | $1,960 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - INNSBRUCK | $336,114 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - IRELAND | $1,091 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ITALY | $49,111 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD - SPAIN | $255,452 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - SWITZERLAND | $143,919 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - UNITED KINGDOM | $232,764 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - FRANCE | $5,079 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - SPAIN | $8,461 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCE OR SEMINARS | CONFERENCE - SWITZERLAND | $9,309 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - GERMANY | $2,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - ITALY | $27,709 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - UNITED KINGDOM | $12,609 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING - CANADA | $3,188 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING - MEXICO | $8,348 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - MEXICO | $19,513 |
| NORTH AMERICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - CANADA | $6,530 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | CONFERENCE - RUSSIA | $1,290 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING - COLUMBIA | $1,657 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - CHILE | $16,000 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERIVCES | STUDY ABROAD - PERU | $32,701 |
| SOUTH AMERICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - BRAZIL | $41,612 |
| SOUTH AMERICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - PERU | $990 |
| SOUTH AMERICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - ARGENTINA | $3,706 |
| SOUTH AMERICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - BRAZIL | $19,845 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONFERENCE - SOUTH AFRICA | $4,057 |
| SUB-SAHARAN AFRICA | 0 | 0 | SPEAKING AT CONFERENCES OR SEMINARS | CONFERENCE - SOUTH AFRICA | $2,308 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - NETHERLANDS | $2,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $278,735 | SubtotalSpentAmt |
| Continuation Spent | $1,395,326 | ContinuationSpentAmt |
| Total Spent | $1,674,061 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BABS STEFFENS | Event1Nm |
| Gross Receipts Event1 | $32,800 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,800 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,320 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,232 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,207 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $491 | OtherDirectExpensesEvent1Amt |
| Event2 | BASEBALL GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $50,991 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,388 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,603 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,795 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $6,300 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,245 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $966 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,924 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $83,791 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,388 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,403 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,115 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,532 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,452 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,266 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,415 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,780 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,377 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3317 | RecipientCnt |
| Cash Grant | $115,655,984 | CashGrantAmt |
| Non Cash Assistance | SCHOLARSHIPS ARE FOR TALENT, ACADEMIC MERIT, ATHLETIC PARTICIPATION, AND FINANCIAL NEED. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STETSON UNIVERSITY ENSURES EACH SCHOLARSHIP IS USED FOR ITS INTENDED PURPOSE BY APPLYING THE AWARD AMOUNT DIRECTLY TO THE RECIPIENT'S STUDENT LEDGER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER F ROELLKE | ||||||||||||||
| PRESIDENT/TRUSTEE | $466,090 | $0 | $71,160 | $0 | $3,298 | $0 | $83,322 | $0 | $53,793 | $0 | $677,663 | $0 | $0 | $0 |
| D BENJAMIN BARROS | ||||||||||||||
| DEAN AND PROFESSOR OF LAW SCHOOL | $293,275 | $0 | $0 | $0 | $1,032 | $0 | $30,830 | $0 | $31,952 | $0 | $357,089 | $0 | $0 | $0 |
| JEFFERY GATES | ||||||||||||||
| SVP, ENROLLMENT AND MARKETING | $257,427 | $0 | $0 | $0 | $26,193 | $0 | $27,499 | $0 | $34,503 | $0 | $345,622 | $0 | $0 | $0 |
| ELIZABETH SKOMP | ||||||||||||||
| EVP AND PROVOST | $282,978 | $0 | $0 | $0 | $360 | $0 | $29,575 | $0 | $29,706 | $0 | $342,619 | $0 | $0 | $0 |
| PETER LAKE | ||||||||||||||
| PROFESSOR OF LAW | $290,807 | $0 | $0 | $0 | $1,876 | $0 | $24,234 | $0 | $24,336 | $0 | $341,253 | $0 | $0 | $0 |
| DARRYL WILSON | ||||||||||||||
| PROF. OF LAW AND ASSOC. DEAN | $277,744 | $0 | $0 | $0 | $1,303 | $0 | $22,133 | $0 | $22,875 | $0 | $324,055 | $0 | $0 | $0 |
| JEREMY DIGORIO | ||||||||||||||
| VP AND CFO | $288,488 | $0 | $0 | $0 | $216 | $0 | $28,849 | $0 | $0 | $0 | $317,553 | $0 | $0 | $0 |
| STEPHEN TRIMPER | ||||||||||||||
| BASEBALL COACH | $260,123 | $0 | $0 | $0 | $490 | $0 | $22,750 | $0 | $28,483 | $0 | $311,846 | $0 | $0 | $0 |
| REBECCA MORGAN | ||||||||||||||
| PROFESSOR OF LAW | $250,295 | $0 | $0 | $0 | $0 | $0 | $25,780 | $0 | $26,544 | $0 | $302,619 | $0 | $0 | $0 |
| JOHN DOWNEY | ||||||||||||||
| VP, CAMPUS LIFE AND STUDENT SUCCESS | $212,625 | $0 | $0 | $0 | $37,315 | $0 | $21,585 | $0 | $10,963 | $0 | $282,488 | $0 | $0 | $0 |
| KRISTA BOFILL | ||||||||||||||
| EVP AND CDO | $235,870 | $0 | $0 | $0 | $961 | $0 | $23,606 | $0 | $192 | $0 | $260,629 | $0 | $0 | $0 |
| GEORGIOS A BAKAMITSOS | ||||||||||||||
| DEAN FOR GRADUATE PROGRAMS | $256,480 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,952 | $0 | $259,432 | $0 | $0 | $0 |
| NOEL PAINTER | ||||||||||||||
| FORMER EVP AND PROVOST | $169,771 | $0 | $0 | $0 | $0 | $0 | $18,449 | $0 | $23,540 | $0 | $211,760 | $0 | $0 | $0 |
| JEFFREY ALTIER | ||||||||||||||
| FORMER ATHLETIC DIRECTOR | $136,101 | $0 | $0 | $0 | $5,827 | $0 | $15,772 | $0 | $28,596 | $0 | $186,296 | $0 | $0 | $0 |
| AMY K GIPSON | ||||||||||||||
| FORMER INTERIM VP - DEVELOPMENT AND | $133,580 | $0 | $0 | $0 | $276 | $0 | $15,005 | $0 | $31,981 | $0 | $180,842 | $0 | $0 | $0 |
| LARRY CORRELL-HUGHES | ||||||||||||||
| FORMER CO-INTERIM VP FOR CLASS AND E | $116,492 | $0 | $0 | $0 | $136 | $0 | $12,592 | $0 | $29,935 | $0 | $159,155 | $0 | $0 | $0 |
| THERESA J PULLEY RADWAN | ||||||||||||||
| FORMER INTERIM DEAN AND PROFESSOR OF | $142,851 | $0 | $0 | $0 | $221 | $0 | $14,268 | $0 | $0 | $0 | $157,340 | $0 | $0 | $0 |
| RICKY RAY | ||||||||||||||
| ATHLETIC DIRECTOR | $143,314 | $0 | $0 | $0 | $175 | $0 | $6,351 | $0 | $6,611 | $0 | $156,451 | $0 | $0 | $0 |
| LYNN SCHOENBERG | ||||||||||||||
| FORMER CO-INTERIM VP FOR CLASS AND E | $126,199 | $0 | $0 | $0 | $93 | $0 | $13,185 | $0 | $1,652 | $0 | $141,129 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT'S SPOUSE ACCOMPANIES HIM ON BUSINESS RELATED TRAVEL WHEN HER PRESENCE IS EXPECTED AND NECESSARY FOR THE EVENT. TRAVEL EXPENSES FOR SPOUSAL OR COMPANION TRAVEL ARE NOT REIMBURSED UNDER THE CURRENT UNIVERSITY POLICY, EXCEPT IN VERY LIMITED CASES WHERE THE PRESIDENT'S SPOUSE IS REQUIRED OR IS EXPECTED TO ATTEND THE FUNCTION. THE PRESIDENT IS PROVIDED A RESIDENCE ON CAMPUS, WHICH IS CONSIDERED NONTAXABLE AND PROPERLY REPORTED ON SCHEDULE J, PART II, COLUMN (D). ALONG WITH PROVIDING HOUSING FOR THE PRESIDENT AND HIS FAMILY, THE RESIDENCE IS ALSO USED FOR VARIOUS UNIVERSITY FUNCTIONS HOSTED BY THE PRESIDENT. STAFF EMPLOYED BY THE UNIVERSITY PROVIDES HOUSEKEEPING SERVICES AT THE PRESIDENT'S RESIDENCE. CATERING SERVICES ARE ALSO PROVIDED FOR UNIVERSITY FUNCTIONS AND EVENTS HELD AT THE PRESIDENT'S RESIDENCE FOR UNIVERSITY PURPOSES. |
| PART I, LINE 4B | THE UNIVERSITY IN THE PAST CONTRIBUTED TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) FOR THE BENEFIT OF SOME OFFICERS AND KEY EMPLOYEES. THERE WERE NO CONTRIBUTIONS FOR CALENDAR YEAR 2024. AMOUNTS CONTRIBUTED ARE UNFUNDED AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE PURSUANT TO THE YEARS OF SERVICE REQUIREMENT UNDER THIS PLAN. BOTH NOEL PAINTER, EVP AND PROVOST AND JEFFREY ALTIER, FORMER DIRECTOR OF ATHLETICS PARTICIPATED IN THIS PLAN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 800000613 | 928836LXI | 2015-04-01 | $107,948,319 | FINANCE CERTAIN PROPERTY ACQUISITIONS RENOVATIONS, AND IMPROVEMENTS TO THE | 0 | 0 | 0 |
| VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 800000613 | 928836NZ4 | 2024-06-01 | $66,898,730 | FINANCE VARIOUS CAPITAL IMPROVEMENTS INCLUDING THE CONSTRUCTION AND | 0 | 0 | 0 |
| VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 800000613 | 928836LV5 | 2025-04-01 | $33,071,569 | REFUNDING SERIES 2015 EDUCATIONAL FACILITIES REVENUE BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $47,985,000 | $107,948,319 | $2,706,566 | $902,842 | $48,170,579 | $56,168,333 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $66,898,730 | $194,473 | $713,533 | $30,966,660 | 2025 | 0 | 0 | 0 | Yes (1) | $3,183,692 | $35,024,064 | ||
| C | $33,071,569 | $469,170 | $32,602,399 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: FINANCE CERTAIN PROPERTY ACQUISITIONS, RENOVATIONS, AND IMPROVEMENTS TO THE UNIVERSITY'S DELAND AND GULFPORT CAMPUSES. REFUND ALL OF THE VOLUSIA COUNTY EDUCATIONAL FACILITIES REVENUE AND REFUNDING BONDS (STETSON UNIVERSITY, INC. PROJECT), SERIES 2005, SERIES 2010, AND SERIES 2011. PAID OFF BANK LOAN MADE TO THE UNIVERSITY FROM FIFTH THIRD BANK, DATED MARCH 18, 2013. (B) ISSUER NAME: VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: FINANCE VARIOUS CAPITAL IMPROVEMENTS INCLUDING THE CONSTRUCTION AND EQUIPPING OF A NEW STUDENT HOUSING FACILITY AND RELATED INFRASTRUCTURE, RENOVATION AND IMPROVEMENTS TO EDMUNDS CENTER, AND IMPROVEMENTS TO ELIZABETH HALL. (C) ISSUER NAME: VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: FINANCE VARIOUS CAPITAL IMPROVEMENTS INCLUDING THE CONSTRUCTION AND EQUIPPING OF A NEW STUDENT HOUSING FACILITY AND RELATED INFRASTRUCTURE, RENOVATION AND IMPROVEMENTS TO EDMUNDS CENTER, AND IMPROVEMENTS TO ELIZABETH HALL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J HYATT AND CYNTHIA R BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $4,244,603 | TransactionAmt |
| Transaction | INSURANCE BROKERAGE SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,705 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,229,605 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,820 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISC. ITEMS | 7 | $15,374 | FMV |
| Yes (X) | EVENT FOOD | 1 | $70 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPORTING THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | J HYATT BROWN AND CYNTHIA BROWN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AT THEIR LAST BOARD MEETING OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ARTICLES OF INCORPORATION AND THE UNIVERSITY'S BY-LAWS. ANNUALLY, THE BOARD OF TRUSTEES MEMBERS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE INFORMATION FROM THESE FORMS FOR POSSIBLE CONFLICT ISSUES. THE AUDIT COMMITTEE IS RESPONSIBLE OF ENFORCEMENT AND DISCLOSURE OF ISSUES AND ANY REQUIRED ACTION. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY MATTER IN WHICH A CONFLICT OF INTEREST EXITS. THE CONFLICT OF INTEREST POLICY THAT PERTAINS TO OFFICERS AND ANY OTHER EMPLOYEE OF THE UNIVERSITY IS INCLUDED IN THE UNIVERSITY'S PERSONNEL POLICIES MANUAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT OF THE UNIVERSITY IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROPRIATENESS. ANY INCREASE OR ADJUSTMENT TO THE ANNUAL COMPENSATION MUST BE APPROVED BY THE BOARD. THE UNIVERSITY USES COMPARATIVE DATA FROM CUPA, NACUBO, AND OTHER SURVEY AND DATABASE RESOURCES TO DETERMINE SALARY RANGES AND INCREASES FOR OFFICERS AND OTHER KEY EMPLOYEES. THEIR SALARY MUST BE APPROVED BY THE PRESIDENT AND DOCUMENTED IN THEIR PERMANENT EMPLOYEE RECORDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON A FORMAL REQUEST TO THE VICE-PRESIDENT OF FINANCE AND CFO. ELECTRONIC VERSIONS OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. ALL DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | RECOVERIES - BAD DEBTS -399,926. ACTUARIAL ADJUSTMENT 52,863. CHANGE IN VALUE OF INVESTMENT IN DANA FOUNDATION 379,581. CHANGE IN OPEB LIABILITY -324,894. GAIN ON EARLY EXTINGUISHMENT OF DEBT 701,183. INTERFUND -20,379. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GSH INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N WOODLAND | AddressLine1Txt |
| City | DELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352520555 | EIN |
| Primary Activities | PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $47,782 | TotalIncomeAmt |
| End Of Year Assets | $1,220,646 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STETSON UNIVERSITY INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES A DANA LAW CENTER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 61ST STREET SOUTH | AddressLine1Txt |
| City | GULFPORT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596135559 | EIN |
| Primary Activities | DIRECT SUPPORT TO LAW SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STETSON UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES A DANA LAW CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $76,052 | InvolvedAmt |