2026-05-13T11:33:25-05:00 2025-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2024-07-01 590624416 STETSON UNIVERSITY INC STET 3868227015 421 N WOODLAND BLVD DELAND FL 327238417 JEREMY DIGORIO VP AND CFO 3868227015 2026-05-13 1 0 KRISTEN BARNETT P01234578 8133162300 2026-05-13 2024 2025-03-06 01:10:19Z JEREMY DIGORIO 421 N WOODLAND BLVD DELAND FL 327238417 335998660 0 X WWW.STETSON.EDU X 1883 FL 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. 37 36 2537 87 166076 85734 22873888 27561896 203140960 216481275 19766940 17230254 4655529 2547319 250437317 263820744 108331094 115655984 0 0 89264563 94912907 0 0 4775952 68359984 71281420 265955641 281850311 -15518324 -18029567 741017064 759170553 242308013 243451635 498709051 515718918 X 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. 0 0 230652259 115655984 192400472 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. 26876008 0 25902107 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. 257528267 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 1 5824 0 1 2537 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JEREMY DIGORIO 3868227015 421 N WOODLAND BLVD DELAND FL 327238417 CHRISTOPHER F ROELLKE PRESIDENT/TRUSTEE 70.00 X X 540548 0 137115 STEVEN ALEXANDER CHAIR 1.00 X X 0 0 0 SUSAN P BROCKWAY VICE CHAIR 1.00 X X 0 0 0 MICHAEL T DAVIS SECRETARY 1.00 X 0 0 0 SCOTT MARCELLO TREASURER 1.00 X 0 0 0 SCOTT E BOORE TRUSTEE 1.00 X 0 0 0 MAUREEN BREAKIRON-EVANS TRUSTEE 1.00 X 0 0 0 CYNTHIA R BROWN TRUSTEE 1.00 X 0 0 0 J HYATT BROWN TRUSTEE 1.00 X 0 0 0 YVONNE CHANG TRUSTEE 1.00 X 0 0 0 KATHERINE COBB TRUSTEE 1.00 X 0 0 0 GREGORY COLEMAN TRUSTEE 1.00 X 0 0 0 JOE R COOPER TRUSTEE 1.00 X 0 0 0 BRUCE DAHLGREN TRUSTEE 1.00 X 0 0 0 RICHARD C GEORGE TRUSTEE 1.00 X 0 0 0 B DIANE HAYES TRUSTEE 1.00 X 0 0 0 R DEAN HOLLIS TRUSTEE 1.00 X 0 0 0 THOMAS M HORTON TRUSTEE 1.00 X 0 0 0 LILA A JABER TRUSTEE 1.00 X 0 0 0 JILL K JINKS TRUSTEE 1.00 X 0 0 0 LAUREL KENT TRUSTEE 1.00 X 0 0 0 GAYLE LITTLETON TRUSTEE 1.00 X 0 0 0 BRENDA H LOPEZ TRUSTEE 1.00 X 0 0 0 CHRISTINE E LYNN TRUSTEE 1.00 X 0 0 0 JOSHUA MAGIDSON TRUSTEE 1.00 X 0 0 0 LUIS PRATS TRUSTEE 1.00 X 0 0 0 AMY P QUINN TRUSTEE 1.00 X 0 0 0 AMY P RIGDON TRUSTEE 1.00 X 0 0 0 DAVID B RINKER TRUSTEE 1.00 X 0 0 0 ORESTES SANTOS TRUSTEE 1.00 X 0 0 0 JEFFRERY A SMITH TRUSTEE 1.00 X 0 0 0 LINDA SWAYNE TRUSTEE 1.00 X 0 0 0 JASON TURNER TRUSTEE 1.00 X 0 0 0 WILLIAM VOGES TRUSTEE 1.00 X 0 0 0 MEGAN WEINBERGER TRUSTEE 1.00 X 0 0 0 MICHELE ZAHN TRUSTEE 1.00 X 0 0 0 MILTON DOUGLAS TRUSTEE 1.00 X 0 0 0 JOHN DOWNEY VP, CAMPUS LIFE AND STUDENT SUCCESS 50.00 X 249940 0 32548 JEFFREY ALTIER FORMER ATHLETIC DIRECTOR 50.00 X 141928 0 44368 ELIZABETH SKOMP EVP AND PROVOST 50.00 X 283338 0 59281 RICKY RAY ATHLETIC DIRECTOR 50.00 X 143489 0 12962 KRISTA BOFILL EVP AND CDO 50.00 X 236831 0 23798 JEFFERY GATES SVP, ENROLLMENT AND MARKETING 50.00 X 283620 0 62002 JEREMY DIGORIO VP AND CFO 50.00 X 288704 0 28849 D BENJAMIN BARROS DEAN AND PROFESSOR OF LAW SCHOOL 50.00 0.50 X 294307 0 62782 GEORGIOS A BAKAMITSOS DEAN FOR GRADUATE PROGRAMS 50.00 X 256480 0 2952 STEPHEN TRIMPER BASEBALL COACH 50.00 X 260613 0 51233 PETER LAKE PROFESSOR OF LAW 50.00 X 292683 0 48570 REBECCA MORGAN PROFESSOR OF LAW 50.00 X 250295 0 52324 DARRYL WILSON PROF. OF LAW AND ASSOC. DEAN 50.00 X 279047 0 45008 THERESA J PULLEY RADWAN FORMER INTERIM DEAN AND PROFESSOR OF LAW SCHOOL 50.00 X 143072 0 14268 AMY K GIPSON FORMER INTERIM VP - DEVELOPMENT AND ALUMNI ENGAGEM 50.00 X 133856 0 46986 LYNN SCHOENBERG FORMER CO-INTERIM VP FOR CLASS AND EXECUTIVE 50.00 X 126292 0 14837 LARRY CORRELL-HUGHES FORMER CO-INTERIM VP FOR CLASS AND EXECUTIVE 50.00 X 116628 0 42527 NOEL PAINTER FORMER EVP AND PROVOST 50.00 X 169771 0 41989 4491442 0 824399 124 1 1 0 WILLIAMS COMPANY BUILDING DIVISION 291 SOUTHHALL LANE MAITLAND FL 32751 CONSTRUCTION 29321438 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 5585877 RC STEVENS CONSTRUCTION COMPANY 28 SOUTH MAIN STREET WINTER GARDEN FL 34787 CONSTRUCTION 1368301 EAASY US HOLDCO LLC 1950 NW 22ND STEET FORT LAUDERDALE FL 33311 CONSTRUCTION 1232661 FOUNDATION BUILDING MATERIALS LLC 1924 WEST PRINCETON STREET ORLANDO FL 32801 CONSTRUCTION 1063951 80 35388 76052 4020698 23429758 2253574 27561896 TUITION AND FEES 611310 187156051 187156051 RESIDENTIAL RM CHARGES 721310 16678489 16678489 DINING SERVICES 722310 9018287 9018287 SLS OF EDUCATIONAL SVC 611699 1404311 1404311 ATHLETICS 711211 1378137 1378137 846000 846000 216481275 12360590 39796 12320794 31029 31029 2266661 1567298 699363 699363 88734 610629 75427502 70557838 4869664 4869664 37546 4832118 48403 35388 52780 -4377 -4377 1821304 1821304 1821304 263820744 218302579 166076 17790193 115655984 115655984 3152999 1388755 1023171 741073 69611763 61383878 5996289 2231596 5690639 5018024 490186 182429 11452811 10099126 986534 367151 5004695 4413156 431100 160439 9684 9684 221236 32276 188917 43 192194 192194 60000 60000 1907525 1907525 4309879 3359527 864142 86210 1262306 666345 560621 35340 3457541 2824570 430841 202130 4145781 2676406 1402212 67163 1560 1560 10663940 10016182 559394 88364 5162499 5009820 67222 85457 656388 583725 37392 35271 7010027 6711434 229960 68633 13082409 12290950 696136 95323 4330576 1762938 2566724 914 DINING SRVCS/CATERING 6391407 6091166 114302 185939 ATHLETICS 2522391 2520902 1489 SUBSCRIPTIONS 1275514 1218806 19847 36861 MEMBERSHIP & DUES 685026 496393 180316 8317 3933537 3306344 591383 35810 281850311 257528267 19546092 4775952 114115 114115 110993218 37836323 10170119 15279972 6929608 7160261 1156952 818971 304298 244692 4990717 5009753 468818383 217792980 227278253 251025403 360346195 296352682 125980793 18733589 19347588 741017064 759170553 20840891 24272150 8873648 8363336 142624708 141796277 137500 137500 52551580 52564241 17279686 16318131 242308013 243451635 X 177689960 175410262 321019091 340308656 498709051 515718918 741017064 759170553 X -18029567 34651006 388428 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: THE UNIVERSITY'S LOBBYING ACTIVITIES CONSIST OF LEGISLATIVE MONITORING AND ADVOCACY SERVICES. 3790115 X X X 0 393357354 4561511 47754311 11440936 12947445 1895527 419389268 366414710 9305717 42780013 10715279 12537574 1890233 393357354 355787978 1608942 29549084 8410298 10471757 1649239 366414710 392290501 23206061 -40084937 7206630 10359637 2057380 355787978 308450010 6409379 95554523 6299005 10307948 1516458 392290501 0.30000 0.70000 0.00000 1 0 1303000 9426645 10729645 385293647 157729101 227564546 43353361 35866264 7487097 29441730 24197615 5244115 251025403 VANGUARD INSTITUTIONAL INDEX 125980793 F 125980793 ANNUITIES PAYABLE 1555111 DEPOSITS/HELD FOR OTHERS 343058 OPERATING LEASES PAYABLE 2369189 POST RETIREMENT BENEFITS 3932926 REFUNDABLE GOV'T LOAN FUNDS 359810 UNAMORTIZED PREMIUM 7758037 16318131 X 182132852 34651006 -116076207 -81425201 263558053 1907525 -1644834 262691 263820744 165931636 1644834 1644834 164286802 1907525 115655984 117563509 281850311 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RECRUITING - COSTA RICA 7307 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RECRUITING - GUATEMALA 2522 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD - CAYMAN ISLANDS 38466 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD - COSTA RICA 188578 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD - GUATEMALA 10000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - COSTA RICA 2256 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD - HONG KONG 21216 EAST ASIA AND THE PACIFIC 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - PHILIPPINES 8390 EAST ASIA AND THE PACIFIC 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - SOUTH KOREA 12131 EAST ASIA AND THE PACIFIC 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - TAIWAN 4356 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING - GERMANY 965 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING - UNITED KINGDOM 9058 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING - SWITZERLAND 3938 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING - NETHERLANDS 2777 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - AUSTRIA 33914 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - FRANCE 32435 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - GREECE 45883 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - HUNGARY 1960 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - INNSBRUCK 336114 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - IRELAND 1091 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - ITALY 49111 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES STUDY ABROAD - SPAIN 255452 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - SWITZERLAND 143919 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - UNITED KINGDOM 232764 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - FRANCE 5079 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - SPAIN 8461 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCE OR SEMINARS CONFERENCE - SWITZERLAND 9309 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - GERMANY 2000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - ITALY 27709 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - UNITED KINGDOM 12609 NORTH AMERICA 0 0 PROGRAM SERVICES RECRUITING - CANADA 3188 NORTH AMERICA 0 0 PROGRAM SERVICES RECRUITING - MEXICO 8348 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD - MEXICO 19513 NORTH AMERICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - CANADA 6530 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES CONFERENCE - RUSSIA 1290 SOUTH AMERICA 0 0 PROGRAM SERVICES RECRUITING - COLUMBIA 1657 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD - CHILE 16000 SOUTH AMERICA 0 0 PROGRAM SERIVCES STUDY ABROAD - PERU 32701 SOUTH AMERICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - BRAZIL 41612 SOUTH AMERICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - PERU 990 SOUTH AMERICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - ARGENTINA 3706 SOUTH AMERICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - BRAZIL 19845 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CONFERENCE - SOUTH AFRICA 4057 SUB-SAHARAN AFRICA 0 0 SPEAKING AT CONFERENCES OR SEMINARS CONFERENCE - SOUTH AFRICA 2308 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD - NETHERLANDS 2546 0 0 0 1 0 1 278735 1395326 1674061 0 0 0 0 0 0 BABS STEFFENS 32800 32800 4320 18232 8207 300 491 BASEBALL GOLF TOURNAMENT 50991 35388 15603 4795 6300 5245 966 3924 83791 35388 48403 9115 24532 13452 1266 4415 52780 -4377 1 SCHOLARSHIPS 3317 115655984 SCHOLARSHIPS ARE FOR TALENT, ACADEMIC MERIT, ATHLETIC PARTICIPATION, AND FINANCIAL NEED. PART I, LINE 2: STETSON UNIVERSITY ENSURES EACH SCHOLARSHIP IS USED FOR ITS INTENDED PURPOSE BY APPLYING THE AWARD AMOUNT DIRECTLY TO THE RECIPIENT'S STUDENT LEDGER. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER F ROELLKE PRESIDENT/TRUSTEE 466090 0 71160 0 3298 0 83322 0 53793 0 677663 0 0 0 D BENJAMIN BARROS DEAN AND PROFESSOR OF LAW SCHOOL 293275 0 0 0 1032 0 30830 0 31952 0 357089 0 0 0 JEFFERY GATES SVP, ENROLLMENT AND MARKETING 257427 0 0 0 26193 0 27499 0 34503 0 345622 0 0 0 ELIZABETH SKOMP EVP AND PROVOST 282978 0 0 0 360 0 29575 0 29706 0 342619 0 0 0 PETER LAKE PROFESSOR OF LAW 290807 0 0 0 1876 0 24234 0 24336 0 341253 0 0 0 DARRYL WILSON PROF. OF LAW AND ASSOC. DEAN 277744 0 0 0 1303 0 22133 0 22875 0 324055 0 0 0 JEREMY DIGORIO VP AND CFO 288488 0 0 0 216 0 28849 0 0 0 317553 0 0 0 STEPHEN TRIMPER BASEBALL COACH 260123 0 0 0 490 0 22750 0 28483 0 311846 0 0 0 REBECCA MORGAN PROFESSOR OF LAW 250295 0 0 0 0 0 25780 0 26544 0 302619 0 0 0 JOHN DOWNEY VP, CAMPUS LIFE AND STUDENT SUCCESS 212625 0 0 0 37315 0 21585 0 10963 0 282488 0 0 0 KRISTA BOFILL EVP AND CDO 235870 0 0 0 961 0 23606 0 192 0 260629 0 0 0 GEORGIOS A BAKAMITSOS DEAN FOR GRADUATE PROGRAMS 256480 0 0 0 0 0 0 0 2952 0 259432 0 0 0 NOEL PAINTER FORMER EVP AND PROVOST 169771 0 0 0 0 0 18449 0 23540 0 211760 0 0 0 JEFFREY ALTIER FORMER ATHLETIC DIRECTOR 136101 0 0 0 5827 0 15772 0 28596 0 186296 0 0 0 AMY K GIPSON FORMER INTERIM VP - DEVELOPMENT AND 133580 0 0 0 276 0 15005 0 31981 0 180842 0 0 0 LARRY CORRELL-HUGHES FORMER CO-INTERIM VP FOR CLASS AND E 116492 0 0 0 136 0 12592 0 29935 0 159155 0 0 0 THERESA J PULLEY RADWAN FORMER INTERIM DEAN AND PROFESSOR OF 142851 0 0 0 221 0 14268 0 0 0 157340 0 0 0 RICKY RAY ATHLETIC DIRECTOR 143314 0 0 0 175 0 6351 0 6611 0 156451 0 0 0 LYNN SCHOENBERG FORMER CO-INTERIM VP FOR CLASS AND E 126199 0 0 0 93 0 13185 0 1652 0 141129 0 0 0 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. A VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY 800000613 928836LXI 2015-04-01 107948319 FINANCE CERTAIN PROPERTY ACQUISITIONS RENOVATIONS, AND IMPROVEMENTS TO THE 0 0 0 B VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY 800000613 928836NZ4 2024-06-01 66898730 FINANCE VARIOUS CAPITAL IMPROVEMENTS INCLUDING THE CONSTRUCTION AND 0 0 0 C VOLUSIA COUNTY EDUCATIONAL FACILITIES AUTHORITY 800000613 928836LV5 2025-04-01 33071569 REFUNDING SERIES 2015 EDUCATIONAL FACILITIES REVENUE BONDS 0 0 0 A 47985000 107948319 2706566 902842 48170579 56168333 2019 1 0 1 1 B 66898730 3183692 194473 713533 30966660 35024064 2025 0 0 0 1 C 33071569 469170 32602399 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, BOND ISSUES: (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. J HYATT AND CYNTHIA R BROWN TRUSTEE 4244603 INSURANCE BROKERAGE SERVICES 0 X 1705 FMV X 26 2229605 FMV X 8 6820 FMV X MISC. ITEMS 7 15374 FMV X EVENT FOOD 1 70 FMV 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS 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. GSH INVESTMENTS LLC 421 N WOODLAND DELAND FL 32723 352520555 PROPERTY MANAGEMENT FL 47782 1220646 STETSON UNIVERSITY INC THE CHARLES A DANA LAW CENTER FOUNDATION 1401 61ST STREET SOUTH GULFPORT FL 33707 596135559 DIRECT SUPPORT TO LAW SCHOOL FL 501(C)(3) LINE 12A, I STETSON UNIVERSITY INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES A DANA LAW CENTER FOUNDATION C 76052