FLORIDA SOUTHERN COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA SOUTHERN COLLEGE (EIN 59-0624401)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-01
- IRS object ID
- 202440929349301309
- Schema version
- 2022v5.0
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-01T14:20:09-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA SOUTHERN COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8636804148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338015607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | V TERRY DENNIS | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 8636804148 | PhoneNum |
| Signature | 2024-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | V | PersonFirstNm |
| Person Last | TERRY DENNIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2024-04-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ANNE B KERR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338015607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $275,342,224 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FLSOUTHERN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE UNITED METHODIST AFFILIATED COLLEGE THAT IS COMMITTED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1647 | TotalEmployeeCnt |
| Total Volunteers | 207 | TotalVolunteersCnt |
| Total Gross UBI | $23,160 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,312,837 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,877,888 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,857,593 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $142,980,086 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,506,809 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,042,339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,970,411 | PYOtherRevenueAmt |
| CY Other Revenue | $1,867,152 | CYOtherRevenueAmt |
| PY Total Revenue | $158,647,650 | PYTotalRevenueAmt |
| CY Total Revenue | $164,767,465 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,262,314 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $60,898,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,254,578 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,511,583 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,543,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,091,115 | PYOtherExpensesAmt |
| CY Other Expenses | $54,797,005 | CYOtherExpensesAmt |
| PY Total Expenses | $153,608,007 | PYTotalExpensesAmt |
| CY Total Expenses | $164,207,263 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,039,643 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $560,202 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $312,839,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $308,595,580 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,161,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,625,192 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $258,677,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $257,970,388 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FLORIDA SOUTHERN COLLEGE (FLORIDA SOUTHERN OR THE COLLEGE) IS COMMITTED TO EDUCATIONAL EXCELLENCE AND IS A SELECTIVE COMPREHENSIVE, PRIVATE, UNITED METHODIST AFFILIATED COLLEGE WITH A STRONG LIBERAL ARTS CORE AND SIGNATURE PROGRAMS. (SEE SCHEDULE O.)THE COLLEGE ENROLLS A TALENTED STUDENT BODY AND INCLUDES AN ACCOMPLISHED FACULTY WHO ARE DEDICATED TO TEACHING EXCELLENCE. OUTSTANDING OPPORTUNITIES FOR ENGAGED LEARNING, STUDENT-FACULTY COLLABORATIVE RESEARCH AND PERFORMANCE, SERVICE LEARNING, STUDY ABROAD, AND HONORS STUDY ARE DISTINCTIVE FEATURES OF THE ACADEMIC PROGRAM AT FLORIDA SOUTHERN. THE COLLEGE OFFERS EXCEPTIONAL STUDENT LIFE PROGRAMS, INCLUDING A CHAMPIONSHIP ATHLETIC PROGRAM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $143,208,933 | ExpenseAmt |
| Grant | $60,898,675 | GrantAmt |
| Revenue | $142,980,086 | RevenueAmt |
| Desc | FLORIDA SOUTHERN COLLEGE IS A PRIVATE, COMPREHENSIVE COLLEGE DEDICATED TO TEACHING EXCELLENCE IN 60 PROGRAMS OF STUDY FOR UNDERGRADUATE STUDENTS. THE COLLEGE OFFERS 16 MASTER DEGREE PROGRAMS IN BUSINESS, EDUCATION, NURSING AND PSYCHOLOGY, ALONG WITH FOUR DOCTORATE PROGRAMS IN EDUCATION, NURSING AND PHYSICAL THERAPY. THE COLLEGE IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES. THE COLLEGE'S 2022 ENTERING FRESHMAN CLASS OF 752 HAD THE HIGHEST ACT SCORE OF AN ENTERING CLASS. THE COLLEGE'S 2,607 FULL-TIME TRADITIONAL UNDERGRADUATE STUDENTS COME FROM 46 STATES AND 58 COUNTRIES AND TERRITORIES, WITH 86% OF THEM RESIDING IN CAMPUS HOUSING. MORE THAN 99% RECEIVE SOME FORM OF FINANCIAL ASSISTANCE, INCLUDING 26% WHO RECEIVE PELL GRANTS. (SEE SCHEDULE O.) FLORIDA SOUTHERN IS NATIONALLY RECOGNIZED FOR EXCELLENCE IN EXPERIENTIAL EDUCATION. OUR ENGAGED LEARNING PEDAGOGY CHALLENGES STUDENTS TO DEEPEN THEIR LEARNING AND EXPLORE THEIR POTENTIAL. WE ARE PROUD TO PROVIDE STUDENTS WITH OPPORTUNITIES TO APPLY THEIR LEARNING THROUGH STUDENT-FACULTY COLLABORATIVE RESEARCH, STUDENT MUSICAL PERFORMANCES, SERVICE LEARNING, CIVIC ENGAGEMENT, INTERNSHIPS, AND STUDY-ABROAD OPPORTUNITIES. STUDENTS ARE TAUGHT BY DYNAMIC PROFESSORS, INCLUDING 163 FULL-TIME FACULTY THAT RESULTS IN A 14:1 STUDENT-FACULTY RATIO. THE FACULTY HAVE OUTSTANDING CREDENTIALS, WITH 87% WHO HAVE EARNED THEIR TERMINAL DEGREE IN THEIR FIELD OF EXPERTISE. FLORIDA SOUTHERN ALSO EMPHASIZES WHOLE-STUDENT DEVELOPMENT AND HAS A VIBRANT EXTRA-CURRICULAR AGENDA THAT SUPPORTS BOTH CLASSROOM AND OUT-OF-CLASSROOM PERSONAL GROWTH EXPERIENCES. A WELL-TRAINED STAFF OF PROFESSIONALS LEAD THESE ACTIVITIES THAT FOSTER NOT ONLY ACADEMIC, BUT ALSO PHYSICAL, SPIRITUAL, AND SOCIAL DEVELOPMENT. FLORIDA SOUTHERN CONTINUES TO EARN RECOGNITION AS ONE OF THE NATION'S BEST SMALL PRIVATE COLLEGES AND IS CONSISTENTLY INCLUDED IN GUIDEBOOKS SUCH AS THE PRINCETON REVIEW'S BEST COLLEGES, U.S. NEWS & WORLD REPORT, AND COLLEGES OF DISTINCTION. THE FISKE GUIDE TO COLLEGES ALSO INCLUDES FSC AMONG THE "BEST AND MOST INTERESTING" SCHOOLS IN THE U.S. PUBLICATIONS SUCH AS BLOOMBERG BUSINESSWEEK AND THE BUSINESS RESEARCH GUIDE TOUT FSC'S BARNEY BARNETT SCHOOL OF BUSINESS AND FREE ENTERPRISE AS ONE OF THE "BEST UNDERGRADUATE BUSINESS PROGRAMS AND "MOST INNOVATIVE SMALL COLLEGE BUSINESS DEPARTMENTS" IN THE NATION. THE BARNETT SCHOOL IS ALSO AACSB ACCREDITED AND INCLUDED IN THE PRINCETON REVIEWS "BEST ON-CAMPUS M.B.A SCHOOLS" LIST AND IS LISTED AMONG THE "TOP UNDERGRADUATE SCHOOLS FOR BUSINESS IN THE NATION" BY POETS & QUANTS. THE VALUE FLORIDA SOUTHERN PROVIDES ITS STUDENTS IS ALSO WIDELY RECOGNIZED: U.S. NEWS INCLUDES FLORIDA SOUTHERN ON ITS "BEST BUY" LIST, AND WASHINGTON MONTHLY TOUTS FLORIDA SOUTHERN AS AN INSTITUTION WHERE YOU'LL GET THE "BEST BANG FOR YOUR BUCK." THE PRINCETON REVIEW AGAIN RECOGNIZED FSC FOR ITS CAMPUS BEAUTY AND EXCEPTIONAL ARCHICTURAL HERITAGE BY BEING RANKED ONE OF THE TOP TEN MOST BEAUTIFUL CAMPUSES, THE TWELFTH CONSECUTIVE YEAR THAT FSC HAS BEEN INCLUDED IN THIS CATEGORY. THE COLLEGE'S 120 ACRE CAMPUS INCLUDES ACADEMIC BUILDINGS, RESIDENCE HALLS, ATHLETIC FACILITIES, STUDENT LIFE ACTIVITY SPACES, ADMINISTRATIVE OFFICES, AND STUDENT SUPPORT LEARNING SPACES, A PERFORMING ARTS CENTER, OTHER AUDITORIA FOR BOTH MUSICAL AND ALL-COLLEGE PROGRAMS, CHAPELS FOR CAMPUS MINISTRIES, AND MAINTENANCE AND WORKSHOP FACILITIES. THE COLLEGE OWNS AND OPERATES SEVERAL NEARBY APARTMENT COMPLEXES FOR STUDENT HOUSING. | Desc |
| Total Program Service Expenses | $143,208,933 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1647 | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V TERRY DENNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8636804148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338015607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT L FRYER JR | ||||||||
| CHAIRMAN | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD T FULTON | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT E PUTERBAUGH | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM E CRENSHAW | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J STEPHEN BUCK | ||||||||
| ASSISTANT SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID J ADAMS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOYT R BARNETT | ||||||||
| TRUSTEE (THRU 5/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH R BEREND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP THOMAS M BERLIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN F BROWNE JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP KENNETH H CARTER | ||||||||
| TRUSTEE (THRU 5/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SONJI CONEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D DROST | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP ROBERT E FANNIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFONSO GARCIA III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN H HANSEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK R HARRELL III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER W HOLLER III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C JENSEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY Y LITTLE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD L LITTLE JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY B MAKRIS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH D MCKAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMINGO R MOREIRA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| H WILLIAM MUTZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A PITTS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM K POU JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES L REYNOLDS JR | ||||||||
| TRUSTEE (THRU 5/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE H ROBERTS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E ROBERTS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J JASON RODDA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID E ROGERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE W ROGERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR J ROWBOTHAM | ||||||||
| TRUSTEE (THRU 5/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE H SCHICHTEL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT R SHARP | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVETT L SIMMONS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY E STAHL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W SCOTT THORNTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT S TRINKLE | ||||||||
| TRUSTEE (THRU 5/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE M WILLIAMS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE B KERR | ||||||||
| PRESIDENT | 40.00 | 2.00 | Yes (X) | $491,193 | $0 | $47,798 | ||
| V TERRY DENNIS | ||||||||
| VP OF FINANCE & ADMINISTRATION | 40.00 | 2.00 | Yes (X) | $330,351 | $0 | $43,155 | ||
| JOHN P GRUNDIG | ||||||||
| VP OF ENROLLMENT MANAGEMENT | 40.00 | 0.00 | Yes (X) | $277,469 | $0 | $56,586 | ||
| BRAD HOLLINGSHEAD | ||||||||
| PROVOST | 40.00 | 0.00 | Yes (X) | $237,488 | $0 | $52,513 | ||
| HEATHER PHARRIS | ||||||||
| VP OF DEVELOPMENT | 40.00 | 0.00 | Yes (X) | $210,877 | $0 | $48,806 | ||
| SUSAN FREEMAN | ||||||||
| VP OF STUDENT LIFE | 40.00 | 0.00 | Yes (X) | $150,374 | $0 | $24,821 | ||
| J MICHAEL WEBER | ||||||||
| DEAN OF BUSINESS | 40.00 | 0.00 | $242,400 | $0 | $34,907 | Yes (X) | ||
| KRISTA LEWELLYN | ||||||||
| MBA PROGRAM DIRECTOR | 40.00 | 0.00 | $224,625 | $0 | $21,180 | Yes (X) | ||
| LINDA S COMER | ||||||||
| DEAN OF NURSING | 40.00 | 0.00 | $191,900 | $0 | $26,428 | Yes (X) | ||
| WILLIAM QUILLIAM | ||||||||
| PROFESSOR | 40.00 | 0.00 | $191,860 | $0 | $15,102 | Yes (X) | ||
| NANCY A NUZZO | ||||||||
| DEAN OF SCHOOL OF PHYSICAL THERAPY | 40.00 | 0.00 | $180,936 | $0 | $12,995 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,729,473 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $384,291 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| GUEST SERVICES INC | |||||
| PO BOX 742707 | ATLANTA | GA | 30374 | CAFETERIA MANAGEMENT | $6,947,638 |
| RODDA CONSTRUCTION INC | |||||
| 250 EAST HIGHLAND DRIVE | LAKELAND | FL | 33813 | CONSTRUCTION SERVICES | $3,507,131 |
| DELL FINANCIAL SERVICES | |||||
| PO BOX 5292 | CAROL STREAM | IL | 60197 | CONTRACTOR | $1,037,222 |
| Q & Q INC | |||||
| PO BOX 1647 | EATON PARK | FL | 33840 | CONTRACTOR | $967,164 |
| TRILOGY LEASING CO LLC | |||||
| 150 NORTH FIELD DRIVE SUITE 193 | CHICAGO | IL | 60680 | CONTRACTOR | $685,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 60 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $140,842 | FundraisingAmt |
| Related Organizations | $241,794 | RelatedOrganizationsAmt |
| Government Grants | $276,354 | GovernmentGrantsAmt |
| All Other Contributions | $15,218,898 | AllOtherContributionsAmt |
| Noncash Contributions | $3,133,867 | NoncashContributionsAmt |
| Total Contributions | $15,877,888 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611310 | $115,940,176 | $115,940,176 |
| DORMITORY & FOOD SERVICE | 611310 | $25,307,694 | $25,307,694 |
| AUXILIARY SERVICES | 611310 | $1,497,077 | $1,497,077 |
| RENTAL TO STUDENTS/FACULTY | 531120 | $198,216 | $198,216 |
| OTHER STUDENT FEES | 611310 | $36,923 | $36,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $142,980,086 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,215,372 | TotalRevenueColumnAmt |
| Exclusion | $3,215,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,087,265 | SecuritiesAmt |
| Other | $1,121,060 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,326,642 | SecuritiesAmt |
| Other | $54,716 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$239,377 | SecuritiesAmt |
| Other | $1,066,344 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $826,967 | TotalRevenueColumnAmt |
| Exclusion | $826,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,855 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $140,842 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $115,376 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,521 | TotalRevenueColumnAmt |
| Exclusion | -$20,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $251,013 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $78,025 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,988 | TotalRevenueColumnAmt |
| Exclusion | $172,988 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT INSURANCE PREMIUMS | 524292 | $548,328 | $548,328 | |
| EVENT ADMISSION | 900099 | $185,495 | $185,495 | |
| LESSONS/MEMBERSHIPS | 900099 | $23,160 | $23,160 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $957,702 | TotalRevenueColumnAmt |
| Exclusion | $957,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,714,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,767,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,980,086 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,160 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,886,331 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,898,675 | TotalAmt |
| Program Services | $60,898,675 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,080 | TotalAmt |
| Program Services | $276,397 | ProgramServicesAmt |
| Management And General | $1,298,840 | ManagementAndGeneralAmt |
| Fundraising | $393,843 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,219,194 | TotalAmt |
| Program Services | $32,575,330 | ProgramServicesAmt |
| Management And General | $4,112,464 | ManagementAndGeneralAmt |
| Fundraising | $531,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,065 | TotalAmt |
| Program Services | $2,097,919 | ProgramServicesAmt |
| Management And General | $213,146 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,368,497 | TotalAmt |
| Program Services | $3,535,817 | ProgramServicesAmt |
| Management And General | $678,574 | ManagementAndGeneralAmt |
| Fundraising | $154,106 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,643,747 | TotalAmt |
| Program Services | $2,301,897 | ProgramServicesAmt |
| Management And General | $282,418 | ManagementAndGeneralAmt |
| Fundraising | $59,432 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,995 | TotalAmt |
| Management And General | $62,995 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,888 | TotalAmt |
| Management And General | $180,888 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,770 | TotalAmt |
| Management And General | $66,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,579,164 | TotalAmt |
| Program Services | $6,083,563 | ProgramServicesAmt |
| Management And General | $465,792 | ManagementAndGeneralAmt |
| Fundraising | $29,809 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,933,655 | TotalAmt |
| Program Services | $1,453,415 | ProgramServicesAmt |
| Management And General | $480,240 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,537,640 | TotalAmt |
| Program Services | $1,956,490 | ProgramServicesAmt |
| Management And General | $1,501,919 | ManagementAndGeneralAmt |
| Fundraising | $79,231 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,006,902 | TotalAmt |
| Program Services | $6,336,121 | ProgramServicesAmt |
| Management And General | $1,666,613 | ManagementAndGeneralAmt |
| Fundraising | $4,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,777 | TotalAmt |
| Program Services | $1,156,799 | ProgramServicesAmt |
| Management And General | $15,475 | ManagementAndGeneralAmt |
| Fundraising | $2,503 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,636 | TotalAmt |
| Program Services | $39,771 | ProgramServicesAmt |
| Management And General | $1,250,865 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,295,747 | TotalAmt |
| Program Services | $8,438,104 | ProgramServicesAmt |
| Management And General | $857,643 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,979,022 | TotalAmt |
| Program Services | $196,760 | ProgramServicesAmt |
| Management And General | $3,782,262 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD EXPENSE | $6,893,942 | $6,893,942 | ||
| PROGRAM EXPENSES | $6,519,853 | $6,214,003 | $285,653 | $20,197 |
| EQUIPMENT RENTAL | $2,137,473 | $821,153 | $1,301,962 | $14,358 |
| DUES AND SUBSCRIPTIONS | $566,110 | $6,816 | $458,556 | $100,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,431 | TotalAmt |
| Program Services | $1,925,961 | ProgramServicesAmt |
| Management And General | $491,744 | ManagementAndGeneralAmt |
| Fundraising | $153,726 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,207,263 | TotalAmt |
| Program Services | $143,208,933 | ProgramServicesAmt |
| Management And General | $19,454,819 | ManagementAndGeneralAmt |
| Fundraising | $1,543,511 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,775,420 | BOYAmt |
| EOY | $3,904,930 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,493,015 | BOYAmt |
| EOY | $18,002,359 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,751,692 | BOYAmt |
| EOY | $16,409,669 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,363 | BOYAmt |
| EOY | $3,824,361 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,622 | BOYAmt |
| EOY | $1,043,539 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,083 | BOYAmt |
| EOY | $79,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,048 | BOYAmt |
| EOY | $1,160,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $299,220,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,161,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,574,209 | BOYAmt |
| EOY | $165,058,622 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,664,443 | BOYAmt |
| EOY | $89,767,462 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,324,298 | BOYAmt |
| EOY | $9,344,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,839,193 | BOYAmt |
| EOY | $308,595,580 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,646,993 | BOYAmt |
| EOY | $8,375,814 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,757,382 | BOYAmt |
| EOY | $2,937,331 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,030,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,885 | BOYAmt |
| EOY | $73,390 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,837,981 | BOYAmt |
| EOY | $32,998,215 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,549,016 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,251,314 | BOYAmt |
| EOY | $6,240,442 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,161,571 | BOYAmt |
| EOY | $50,625,192 | 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 | $142,976,232 | BOYAmt |
| EOY | $146,219,545 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,701,390 | BOYAmt |
| EOY | $111,750,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,677,622 | BOYAmt |
| EOY | $257,970,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,839,193 | BOYAmt |
| EOY | $308,595,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $560,202 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,704,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $436,668 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,519,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,794,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,878,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,312,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,877,888 | CurrentTaxYearAmt |
| Total | $81,383,054 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,519,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,794,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,878,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,312,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,877,888 | CurrentTaxYearAmt |
| Total | $81,383,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,990,267 | SubstantialContributorsTotAmt |
| Public Support Total170 | $66,392,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,553,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,327,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,527,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,593,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,215,372 | CurrentTaxYearAmt |
| Total | $11,216,859 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,609,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,002,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,738,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,084,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,037,393 | CurrentTaxYearAmt |
| Total | $16,471,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $109,071,645 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $643,660,836 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2018 AMOUNT: $ 92,252. 2019 AMOUNT: $ 65,684. 2020 AMOUNT: $ 108,085. 2021 AMOUNT: $ 96,516. 2022 AMOUNT: $ 94,855. SALES OF INVENTORY - 2018 AMOUNT: $ 167,713. 2019 AMOUNT: $ 147,523. 2020 AMOUNT: $ 4,407. 2021 AMOUNT: $ 148,278. 2022 AMOUNT: $ 251,013. STUDENT INSURANCE - 2018 AMOUNT: $ 465,705. 2019 AMOUNT: $ 453,865. 2020 AMOUNT: $ 499,105. 2021 AMOUNT: $ 528,290. 2022 AMOUNT: $ 548,328. OTHER REVENUE - 2018 AMOUNT: $ 3,883,544. 2019 AMOUNT: $ 3,335,043. 2020 AMOUNT: $ 2,127,392. 2021 AMOUNT: $ 2,310,937. 2022 AMOUNT: $ 1,143,197. | ExplanationTxt |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $339,282 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,929,053 | BeginningYearBalanceAmt |
| Contributions | $6,813,624 | ContributionsAmt |
| Investment Earnings Or Losses | $5,970,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,800,816 | OtherExpendituresAmt |
| End Year Balance | $104,912,575 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,088,885 | BeginningYearBalanceAmt |
| Contributions | $4,855,167 | ContributionsAmt |
| Investment Earnings Or Losses | $3,689,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,704,639 | OtherExpendituresAmt |
| End Year Balance | $103,929,053 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,481,221 | BeginningYearBalanceAmt |
| Contributions | $8,290,657 | ContributionsAmt |
| Investment Earnings Or Losses | $20,692,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,375,978 | OtherExpendituresAmt |
| End Year Balance | $108,088,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,544,690 | BeginningYearBalanceAmt |
| Contributions | $3,981,711 | ContributionsAmt |
| Investment Earnings Or Losses | $6,242,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,287,387 | OtherExpendituresAmt |
| End Year Balance | $91,481,221 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,372,019 | BeginningYearBalanceAmt |
| Contributions | $3,329,095 | ContributionsAmt |
| Investment Earnings Or Losses | $3,386,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,542,605 | OtherExpendituresAmt |
| End Year Balance | $91,544,690 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13745 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54563 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31692 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $147,083 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,311,139 | OtherCostOrOtherBasisAmt |
| Book Value | $11,458,222 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,240,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,761,050 | DepreciationAmt |
| Book Value | $123,479,708 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,182,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,150,257 | DepreciationAmt |
| Book Value | $20,032,533 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,806,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,677,531 | DepreciationAmt |
| Book Value | $6,128,922 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,532,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,572,958 | DepreciationAmt |
| Book Value | $3,959,237 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,058,622 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT BENEFIT OBLIGATION | $1,916,885 |
| CHARITABLE GIFT ANNUITY OBLIGATION | $1,124,324 |
| DEPOSITS | $735,439 |
| ADVANCES FED AGENCY-STUDENT LOANS | $487,576 |
| INTEREST PAYABLE | $237,161 |
| GIFT CARDS | $684 |
| ROU LIABILITY - FINANCE | $611,881 |
| ROU LIABILITY - OPERATING | $1,126,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,240,442 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE'S COLLECTION REPRESENTS AN ACCRETION OF GIFTS ACROSS MANY DECADES WITH THE OLDEST WORK DATING FROM THE LATE 16TH CENTURY. THE COLLEGE HAS MANY 18TH AND 19TH CENTURY WORKS, HOWEVER THE MAJORITY OF THE COLLECTION CONSISTS OF WORKS FROM THE 20TH AND NOW THE 21ST CENTURIES. THE COLLEGE'S USE OF THE COLLECTION INCLUDES TEACHING AND AESTHETIC EDUCATIONAL DISPLAY. THE COLLECTION SUPPORTS THE MISSION OF THE DEPARTMENT OF ART AND ART HISTORY AND COMPLEMENTS THE AFFILIATION WITH POLK MUSEUM OF ART. THE COLLEGE'S CAMPUS CONTAINS THE LARGEST SINGLE SITE COLLECTION OF FRANK LLOYD WRIGHT STRUCTURES IN THE WORLD AND IS THE ONLY COLLEGE CAMPUS DESIGNED BY THE MASTER ARCHITECT. THE WRIGHT-DESIGNED BUILDINGS ON THE COLLEGE'S CAMPUS HAVE BEEN DESIGNATED AS A NATIONAL HISTORIC LANDMARK AND INCLUDED ON THE WORLD MONUMENT FUND'S LIST OF 100 MOST ENDANGERED SITES IN THE WORLD. THE INTERNATIONAL IMPORTANCE OF THE COLLEGE'S WRIGHT ARCHITECTURE AND PRESERVATION EFFORTS HAS RESULTED IN A NUMBER OF GRANTS TO ASSIST IN THESE EFFORTS. |
| PART IV, LINE 2B: | THE COLLEGE HOLDS AGENCY FUNDS AND ADMINISTERS THE FUNDS FOR VARIOUS CAMPUS GROUPS. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PREDICTABLE STREAM OF INCOME TO FUND PROGRAMS THAT ARE SUPPORTED BY THE ENDOWMENT. |
| PART X, LINE 2: | THE COLLEGE ADOPTED GUIDANCE ISSUED BY FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS OF JANUARY 1, 2007. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF THE TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION HAD NO EFFECT ON THE COLLEGE'S FINANCIAL STATEMENTS. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE MAY 31, 2008. THE COLLEGE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFIT TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COLLEGE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COLLEGE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT MAY 31, 2023. |
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 COLLEGE'S NON-DISCRIMINATORY POLICY HAS BEEN PUBLISHED ONLINE ON THE SCHOOL'S WEBSITE AND IN THE COLLEGE CATALOG. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL AID FROM FEDERAL AND STATE GOVERNMENTAL AGENCIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGAM SERVICES | STUDY ABROAD | $188,742 |
| SOUTH ASIA | 0 | 0 | PROGAM SERVICES | STUDY ABROAD | $64,218 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGAM SERVICES | STUDY ABROAD | $1,488,513 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGAM SERVICES | STUDY ABROAD | $90,034 |
| NORTH AMERICA | 0 | 0 | PROGAM SERVICES | STUDY ABROAD | $151,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,982,795 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,982,795 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | POP SIKES | Event1Nm |
| Gross Receipts Event1 | $81,636 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,736 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,900 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $31,350 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,500 | OtherDirectExpensesEvent1Amt |
| Event2 | BLADE & BLU | Event2Nm |
| Gross Receipts Event2 | $55,785 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $37,885 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,900 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,750 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $16,979 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $8,721 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $98,276 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $58,221 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,055 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $7,400 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $34,500 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,176 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $235,697 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $140,842 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,855 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $13,150 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,829 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,397 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $115,376 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,521 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| TUITION DISCOUNTS/CREDITS | 3283 | $55,051,664 | $0 | N/A | N/A |
| SCHOLARSHIPS & FELLOWSHIPS | 755 | $3,808,129 | $0 | N/A | N/A |
| GRADUATE STIPENDS | 6 | $55,391 | $0 | N/A | N/A |
| FACULTY DISCOUNTS | 67 | $1,983,491 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. THE COLLEGE MONITORS STUDENT TUITION ACCOUNTS FOR ANY STUDENT WHO RECEIVED A SCHOLARSHIP OR TUITION CREDIT. THE BURSAR'S OFFICE AND THE FINANCIAL AID OFFICE ENSURE THAT STUDENTS WHO RECEIVE SCHOLARSHIPS OR TUITION CREDITS MAINTAIN FULL-TIME OR PART-TIME STUDENT STATUS AND MEET ALL OTHER REQUIREMENTS, AS REQUIRED BY THE AWARDED SCHOLARSHIP, SO THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE B KERR | ||||||||||||||
| PRESIDENT | $440,840 | $0 | $0 | $0 | $50,353 | $0 | $29,000 | $0 | $18,798 | $0 | $538,991 | $0 | $0 | $0 |
| V TERRY DENNIS | ||||||||||||||
| VP OF FINANCE & ADMINISTRATION | $330,351 | $0 | $0 | $0 | $0 | $0 | $30,500 | $0 | $12,655 | $0 | $373,506 | $0 | $0 | $0 |
| JOHN P GRUNDIG | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $277,469 | $0 | $0 | $0 | $0 | $0 | $27,692 | $0 | $28,894 | $0 | $334,055 | $0 | $0 | $0 |
| BRAD HOLLINGSHEAD | ||||||||||||||
| PROVOST | $237,488 | $0 | $0 | $0 | $0 | $0 | $23,700 | $0 | $28,813 | $0 | $290,001 | $0 | $0 | $0 |
| J MICHAEL WEBER | ||||||||||||||
| DEAN OF BUSINESS | $242,400 | $0 | $0 | $0 | $0 | $0 | $16,968 | $0 | $17,939 | $0 | $277,307 | $0 | $0 | $0 |
| HEATHER PHARRIS | ||||||||||||||
| VP OF DEVELOPMENT | $210,877 | $0 | $0 | $0 | $0 | $0 | $21,043 | $0 | $27,763 | $0 | $259,683 | $0 | $0 | $0 |
| KRISTA LEWELLYN | ||||||||||||||
| MBA PROGRAM DIRECTOR | $224,625 | $0 | $0 | $0 | $0 | $0 | $10,921 | $0 | $10,259 | $0 | $245,805 | $0 | $0 | $0 |
| LINDA S COMER | ||||||||||||||
| DEAN OF NURSING | $191,900 | $0 | $0 | $0 | $0 | $0 | $15,865 | $0 | $10,563 | $0 | $218,328 | $0 | $0 | $0 |
| WILLIAM QUILLIAM | ||||||||||||||
| PROFESSOR | $191,860 | $0 | $0 | $0 | $0 | $0 | $14,719 | $0 | $383 | $0 | $206,962 | $0 | $0 | $0 |
| NANCY A NUZZO | ||||||||||||||
| DEAN OF SCHOOL OF PHYSICAL THERAPY | $180,936 | $0 | $0 | $0 | $0 | $0 | $12,666 | $0 | $329 | $0 | $193,931 | $0 | $0 | $0 |
| SUSAN FREEMAN | ||||||||||||||
| VP OF STUDENT LIFE | $150,374 | $0 | $0 | $0 | $0 | $0 | $14,562 | $0 | $10,259 | $0 | $175,195 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PROVIDED A HOUSING ALLOWANCE TO THE PRESIDENT DURING THE TAX YEAR THAT WAS INCLUDED IN HER TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUITION REMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICERS/DIRECTORS | RelationshipWithOrgTxt |
| Cash Grant | $85,722 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REMISSION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODDA CONSTRUCTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $4,019,135 | TransactionAmt |
| Transaction | CONSTRUCTION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | THE ABOVE BUSINESS TRANSACTION INVOLVING AN INTERESTED PERSON IS PROVIDED TO THE ORGANIZATION AT OR BELOW FAIR VALUE AND IS IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THIS TRANSACTION WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSON WAS EXCLUDED FROM THE DECISION MAKING PROCESS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,118,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,643 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS | Desc |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
| 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 | THE COLLEGE REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVE BUCK AND SARAH MCKAY - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | FLORIDA SOUTHERN COLLEGE HAS ONE MEMBER, WHICH IS THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ELECTS UP TO 37 TRUSTEES FOR A TERM OF THREE YEARS EACH. THREE POSITIONS ON THE BOARD ARE HELD BY INDIVIDUALS BASED ON THEIR POSITIONS WITH OTHER ORGANIZATIONS. THE BISHOP AND LAY LEADER OF THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ARE MEMBERS OF THE COLLEGE'S BOARD. THE PRESIDENT OF THE COLLEGE'S ALUMNI ASSOCIATION IS A MEMBER OF THE BOARD BASED ON SUCH A POSITION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COLLEGE'S FINANCE TEAM PREPARED THE SUPPORTING DOCUMENTATION FOR THE FORM 990 FOLLOWING THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE TEAM LEAD BY THE VP OF FINANCE & ADMINISTRATION CONDUCTED A THOROUGH DETAILED REVIEW OF THE DRAFT FORM 990 AND ADDRESSED ANY QUESTIONS WITH THE ACCOUNTING FIRM. THE COLLEGE'S AUDIT COMMITTEE WAS PROVIDED THE DRAFT FORM 990 THAT WAS PRESENTED BY THE ACCOUNTING FIRM. THE AUDIT COMMITTEE HAD THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE CHANGES. FOLLOWING THE AUDIT COMMITTEE'S REVIEW, THE REVISED PUBLIC INSPECTION COPY OF THE FORM 990 WAS DISTRIBUTED TO EACH MEMBER OF THE BOARD BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 11A IS NOT ANSWERED YES SOLELY ON THE BASIS THAT THE DONOR INFORMATION WAS REDACTED FROM SCHEDULE B TO PROTECT DONOR PRIVACY. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO TAKING A POSITION ON THE BOARD, EACH MEMBER MUST SUBMIT IN WRITING TO THE PRESIDENT AND CHAIRMAN OF THE BOARD A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS THAT MAY CAUSE CONFLICTS OF INTEREST. EACH WRITTEN STATEMENT IS RESUBMITTED WITH ANY NECESSARY CHANGES EACH YEAR. IN CONJUNCTION WITH A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS OF ALL BOARD MEMBERS, AND ANY POTENTIAL CONFLICTS ARE EXPLORED THOROUGHLY. THE AUDIT COMMITTEE ALSO REVIEWS THE CONFLICT OF INTEREST STATEMENTS FILED BY THE PRESIDENT AND THE OFFICERS AND KEY EMPLOYEES OF THE COLLEGE. IF ANY CONFLICTS OF INTEREST EXIST, THE AFFECTED BOARD MEMBER SHALL MAKE KNOWN THE POTENTIAL CONFLICT AND SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROUGHT TO A VOTE, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. DURING THE COURSE OF THE YEAR, TRANSACTIONS ARE REVIEWED BY THE FINANCE STAFF AND ALL CONTRACTS ARE REVIEWED BY THE VP OF FINANCE & ADMINISTRATION. POTENTIAL CONFLICTS REQUIRING APPROVAL ARE BROUGHT TO THE AUDIT COMMITTEE OF THE BOARD BY THE VP OF FINANCE & ADMINISTRATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE MAINTAINS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES THAT REVIEWS AND RECOMMENDS THE COMPENSATION PACKAGE FOR THE COLLEGE PRESIDENT. THE COMPENSATION COMMITTEE USES COMPARABILITY DATA TO ENSURE THE COMPENSATION OF THE PRESIDENT IS REASONABLE. THE COMMITTEE APPROVES THE COMPENSATION PACKAGE. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS. THE COLLEGE PRESIDENT USES COMPARABILITY DATA TO REVIEW AND RECOMMEND COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES. THE SALARIES ARE REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD. THE DECISIONS ARE DOCUMENTED BY THE PRESIDENT AND BOARD CHAIR. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME PURSUANT TO INTERNAL REVENUE CODE SECTION 6104. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 254,038. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFIT PLAN OBLIGATION 182,630. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||||||
| 1140 EAST MCDONALD STREET | LAKELAND | FL | 33801 | 590904361 | RELIGIOUS ORGANIZATION | FL | 501(C)(3) | LINE 1 | N/A | 0 | |
| FLORIDA UNITED METHODIST FOUNDATION INC | |||||||||||
| PO BOX 3549 | LAKELAND | FL | 33802 | 591148710 | INVESTMENT MANAGEMENT | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA CONFERENCE OF THE UMC | |
| POLK MUSEUM OF ART INC | |||||||||||
| 800 EAST PALMETTO STREET | LAKELAND | FL | 33801 | 591226011 | MUSEUM | FL | 501(C)(3) | LINE 7 | Yes (1) | FLORIDA SOUTHERN COLLEGE | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (6) | ||||
| INVESTMENT | FL | N/A | T | 0 |
| POOLED TRUST (1) | ||||
| INVESTMENT | FL | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POLK MUSEUM OF ART INC | ||
| S | $721,740 | COST |
| POLK MUSEUM OF ART INC | ||
| B | $25,684 | COST |