SOUTHEASTERN UNIVERSITY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN UNIVERSITY INC (EIN 59-0722789)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-13
- IRS object ID
- 202441049349301249
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-13T19:11:41-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne St Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | 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 | 590722789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEASTERN UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENT INGLE | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 8636675000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LONGFELLOW BOULEVARD | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338016034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP SCHMITT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8636675000 | PhoneNum |
| Signature | 2024-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENT | PersonFirstNm |
| Person Last | INGLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | KENT INGLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LONGFELLOW BLVD | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338016034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $128,449,158 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EDUCATION IN A CHRIST-CENTERED, STUDENT-FOCUSED ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2121 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,311,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,652,731 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $124,688,048 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $122,442,972 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,012,826 | PYInvestmentIncomeAmt |
| CY Investment Income | $589,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,847 | PYOtherRevenueAmt |
| CY Other Revenue | $586,347 | CYOtherRevenueAmt |
| PY Total Revenue | $143,033,375 | PYTotalRevenueAmt |
| CY Total Revenue | $126,271,820 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,681,160 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,350,848 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,333,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,527,116 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $177,422 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $832,122 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,540,061 | PYOtherExpensesAmt |
| CY Other Expenses | $38,956,500 | CYOtherExpensesAmt |
| PY Total Expenses | $131,732,313 | PYTotalExpensesAmt |
| CY Total Expenses | $128,834,464 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,301,062 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,562,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,483,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,674,608 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,614,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,892,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,868,481 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,781,956 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOUTHEASTERN UNIVERSITY'S DEDICATION TO STUDENTS' SPIRITUAL AND INTELLECTUAL GROWTH PROVIDES A FRAMEWORK FOR CHRIST-CENTERED LIVING BOTH IN AND OUTSIDE THE CLASSROOM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $110,646,199 | ExpenseAmt |
| Grant | $42,150,288 | GrantAmt |
| Revenue | $106,339,379 | RevenueAmt |
| Desc | SOUTHEASTERN UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION ACCREDITED TO AWARD ASSOCIATE, BACCALAUREATE, MASTERS AND DOCTORATE DEGREES BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES. FOR THE YEAR ENDED MAY 31, 2023 THE UNIVERSITY AWARDED 138 ASSOCIATE DEGREES, 936 BACHELOR DEGREES, 36 MASTERS DEGREES AND 60 DOCTORAL DEGREES. TOTAL STUDENT HEADCOUNT FOR FALL OF 2022 WAS 10,044. ITS PICTURESQUE CAMPUS LOCATED IN CENTRAL FLORIDA IS HOME TO 2,239 UNDERGRADUATE STUDENTS, BUT ITS OUTREACH IS GLOBAL, WITH STUDENTS FROM ALL 50 STATES, WASHINGTON D.C, AND 4 U.S. TERRITORIES. INTERNATIONALLY, THE UNIVERSITY IS REPRESENTED IN 65 COUNTRIES WITH 260 TOTAL STUDENTS. FOUNDED BY AND ASSOCIATED WITH THE ASSEMBLIES OF GOD CHRISTIAN DENOMINATION, THE UNIVERSITY SERVES A CULTURALLY DIVERSE STUDENT BODY COMPRISED OF 43.3% ETHNIC MINORITIES AND VARIOUS RELIGIOUS BACKGROUNDS. THROUGH RIGOROUS ACADEMIC PROGRAMS EMPHASIZING CO-CURRICULAR AND EXPERIENTIAL LEARNING; CAMPUS AND COMMUNITY ENGAGEMENT; AND COMMITMENT TO CHRIST-LIKE SPIRITUAL FORMATION, STUDENTS AND ALUMNI ARE ENCOURAGED TO IMPACT CULTURE THROUGH A LIFESTYLE OF EXCELLENCE AND INTEGRITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,071,450 | ExpenseAmt |
| Grant | $1,196,960 | GrantAmt |
| Revenue | $16,256,078 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: AN IMPORTANT PART OF SOUTHEASTERN UNIVERSITY'S SERVICE TO ITS STUDENTS IS THE PROVISION OF CONVENIENT, NUTRITIONAL MEALS AND SAFE, COMFORTABLE LIVING ARRANGEMENTS. DURING THE 2022-2023 PROGRAM YEAR, SEU PROVIDED ITS 1,609 RESIDENTIAL AND 650 COMMUTER STUDENTS A VARIETY OF MEAL PLAN OPTIONS AND CAMPUS DINING FACILITIES INCLUDING TUSCANA RISTORANTE, MI CASA CAF, CHICK-FIL-A, PORTICO COFFEEHOUSE, BACKYARD BURGERS, EINSTEIN BROS. BAGELS AND PAPA JOHN'S PIZZA. RESIDENTIAL HOUSING AMENITIES INCLUDED USE OF WASHERS & DRYERS, WEEKLY HOUSEKEEPING SERVICES, WI-FI AND PHONE HOOK-UP, STREAMING SERVICES, AND COMMON AREAS FOR STUDYING AND RECREATION.FULL-TIME, ON-CAMPUS RESIDENT DIRECTORS PROVIDED SUPPORT AND CONNECTION WITH NEEDED RESOURCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,717,649 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9748 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT INGLE | PersonNm |
| Phone | 8636675000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LONGFELLOW BOULEVARD | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR KENT INGLE | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $451,963 | $0 | $110,212 | ||
| DR J CHRIS OWEN | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $317,862 | $0 | $83,939 | |||
| DR MEGHAN L GRIFFIN | |||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | 40.0 | 0.0 | $176,495 | $0 | $79,172 | Yes (X) | |||
| JUSTIN LATHROP | |||||||||
| VP STRATEGIC PARTNERSHIPS | 40.0 | 0.0 | $166,417 | $0 | $72,762 | Yes (X) | |||
| ROY ROWLAND IV | |||||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.0 | 0.0 | $234,264 | $0 | $2,412 | Yes (X) | |||
| DENNIS ROSS | |||||||||
| PROFESSOR, POLITICAL SCIENCE | 40.0 | 0.0 | $187,849 | $0 | $19,076 | Yes (X) | |||
| DR BETHANY THOMAS | |||||||||
| VP STUDENT DEVELOPMENT | 40.0 | 0.0 | $184,862 | $0 | $4,928 | Yes (X) | |||
| PHILLIP SCHMITT | |||||||||
| VP FINANCE/CFO | 40.0 | 0.0 | Yes (X) | $183,873 | $0 | $5,162 | |||
| DR CODY LLOYD | |||||||||
| VP FOR INSTITUTIONAL RESEARCH | 40.0 | 0.0 | $173,542 | $0 | $4,928 | Yes (X) | |||
| DR MICHAEL STEINER | |||||||||
| VP OF INNOVATION | 40.0 | 0.0 | $169,062 | $0 | $2,412 | Yes (X) | |||
| TOMMY BARNETT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $62,000 | $0 | $0 | |||
| GABRIEL SALGUERO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $14,833 | $0 | $0 | |||
| TERRY ROBERTS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $4,500 | $0 | $0 | |||
| DOUGLAS WITHERUP | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| MARK BATTERSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | |||
| KENNETH DRAUGHTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $250 | $0 | $0 | |||
| TERRY RAYBURN | |||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE BLACKBURN | |||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN JORDAN | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFERY PORTMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WOOTTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JUDY RACHELS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LUKE BARNETT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK JAKELSKY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARDO ORSINI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MATT POTTER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WILLIAMS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROGER ARCHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ABNER ADORNO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MASON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAY RACHELS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SANDLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,333,772 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $385,003 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELL'S SOUTH REGION | |||||
| 2924 KNIGHTS LANE E BLDG 5 | JACKSONVILLE | FL | 32216 | FOOD SERVICES | $3,352,135 |
| KINGSKY FLIGHT ACADEMY LLC | |||||
| 3131 FLIGHTLINE DR SUITE 304 | LAKELAND | FL | 33811 | ACADEMIC SERVICES | $826,395 |
| EAB GLOBAL INC | |||||
| 2445 M STREET NW | WASHINGTON | DC | 20037 | ENROLLMENT CONSULT | $522,243 |
| POLK COUNTY SHERIFF'S OFFICE | |||||
| 1891 JIM KEENE BLVD | WINTER HAVEN | FL | 33880 | SAFETY/SECURITY | $448,849 |
| JENZABAR INC | |||||
| 101 HUNTINGTON AVE SUITE 2205 | BOSTON | MA | 02199 | ERP SOFTWARE | $437,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $54,022 | GovernmentGrantsAmt |
| All Other Contributions | $2,598,709 | AllOtherContributionsAmt |
| Noncash Contributions | $148,750 | NoncashContributionsAmt |
| Total Contributions | $2,652,731 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $104,007,208 | $104,007,208 |
| AUXILIARY ENTERPRISES | 561160 | $15,810,354 | $15,810,354 |
| OTHER PROGRAM REVENUE | 561160 | $2,625,410 | $2,625,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $122,442,972 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,732 | TotalRevenueColumnAmt |
| Exclusion | $488,732 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,380 | TotalRevenueColumnAmt |
| Exclusion | $83,380 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $750,224 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $713,513 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,711 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,711 | TotalRevenueColumnAmt |
| Exclusion | $36,711 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,534,593 | SecuritiesAmt |
| Other | $30,270 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,463,825 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,768 | SecuritiesAmt |
| Other | $30,270 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,038 | TotalRevenueColumnAmt |
| Exclusion | $101,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| DEBT RECOVERIES | 611710 | $152,485 | $152,485 | |
| VENDING & VENDOR COMMISSIONS | 454210 | $313,771 | $313,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $466,256 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,271,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,595,457 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,023,632 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Program Services | $3,600 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,347,248 | TotalAmt |
| Program Services | $43,347,248 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,172 | TotalAmt |
| Program Services | $502,870 | ProgramServicesAmt |
| Management And General | $1,350,302 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,430 | TotalAmt |
| Program Services | $405,953 | ProgramServicesAmt |
| Management And General | $323,477 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,689,766 | TotalAmt |
| Program Services | $35,005,780 | ProgramServicesAmt |
| Management And General | $3,447,212 | ManagementAndGeneralAmt |
| Fundraising | $236,774 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,264 | TotalAmt |
| Program Services | $494,035 | ProgramServicesAmt |
| Management And General | $59,907 | ManagementAndGeneralAmt |
| Fundraising | $3,322 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,250 | TotalAmt |
| Program Services | $1,580,350 | ProgramServicesAmt |
| Management And General | $398,853 | ManagementAndGeneralAmt |
| Fundraising | $22,047 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,234 | TotalAmt |
| Program Services | $2,357,048 | ProgramServicesAmt |
| Management And General | $323,548 | ManagementAndGeneralAmt |
| Fundraising | $15,638 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,438 | TotalAmt |
| Management And General | $416,438 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,700 | TotalAmt |
| Program Services | $2,700 | ProgramServicesAmt |
| Management And General | $88,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,240 | TotalAmt |
| Management And General | $38,240 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,230,467 | TotalAmt |
| Program Services | $3,422,300 | ProgramServicesAmt |
| Management And General | $1,531,867 | ManagementAndGeneralAmt |
| Fundraising | $276,300 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,379 | TotalAmt |
| Program Services | $852,385 | ProgramServicesAmt |
| Management And General | $128,852 | ManagementAndGeneralAmt |
| Fundraising | $18,142 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,425,435 | TotalAmt |
| Program Services | $3,643,386 | ProgramServicesAmt |
| Management And General | $751,697 | ManagementAndGeneralAmt |
| Fundraising | $30,352 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,213,728 | TotalAmt |
| Program Services | $2,091,878 | ProgramServicesAmt |
| Management And General | $108,596 | ManagementAndGeneralAmt |
| Fundraising | $13,254 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,420,178 | TotalAmt |
| Program Services | $2,472,106 | ProgramServicesAmt |
| Management And General | $939,270 | ManagementAndGeneralAmt |
| Fundraising | $8,802 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,656 | TotalAmt |
| Program Services | $1,605,430 | ProgramServicesAmt |
| Management And General | $382,695 | ManagementAndGeneralAmt |
| Fundraising | $42,531 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310,766 | TotalAmt |
| Program Services | $956,399 | ProgramServicesAmt |
| Management And General | $228,472 | ManagementAndGeneralAmt |
| Fundraising | $125,895 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577,573 | TotalAmt |
| Program Services | $3,431,609 | ProgramServicesAmt |
| Management And General | $132,728 | ManagementAndGeneralAmt |
| Fundraising | $13,236 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,407,939 | TotalAmt |
| Program Services | $5,187,296 | ProgramServicesAmt |
| Management And General | $200,635 | ManagementAndGeneralAmt |
| Fundraising | $20,008 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573,145 | TotalAmt |
| Program Services | $1,508,960 | ProgramServicesAmt |
| Management And General | $58,364 | ManagementAndGeneralAmt |
| Fundraising | $5,821 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICE | $3,394,777 | $3,394,777 | |
| PROGRAM REVENUE SHARE | $1,236,822 | $1,236,822 | |
| STUDY ABROAD/MISSIONS | $2,224,243 | $2,214,717 | $9,526 |
| UNCOLLECTIBLE STUDENT ACT | $1,366,014 | $1,366,014 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,834,464 | TotalAmt |
| Program Services | $115,717,649 | ProgramServicesAmt |
| Management And General | $12,284,693 | ManagementAndGeneralAmt |
| Fundraising | $832,122 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,449 | BOYAmt |
| EOY | $5,334,101 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,373,050 | BOYAmt |
| EOY | $1,452,771 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,236,383 | BOYAmt |
| EOY | $1,343,248 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,077,565 | BOYAmt |
| EOY | $2,112,172 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,120 | BOYAmt |
| EOY | $1,049,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $173,268,740 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,259,494 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,384,771 | BOYAmt |
| EOY | $90,009,246 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,092,453 | BOYAmt |
| EOY | $8,049,353 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,430,743 | BOYAmt |
| EOY | $21,837,884 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,322 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,268 | BOYAmt |
| EOY | $2,486,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,483,124 | BOYAmt |
| EOY | $133,674,608 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,701,333 | BOYAmt |
| EOY | $7,504,417 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,948 | BOYAmt |
| EOY | $18,843 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,525 | BOYAmt |
| EOY | $1,487,684 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,574,800 | BOYAmt |
| EOY | $49,542,163 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,034,549 | BOYAmt |
| EOY | $22,346,521 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,594,840 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,488 | BOYAmt |
| EOY | $2,398,184 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,614,643 | BOYAmt |
| EOY | $85,892,652 | 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 | $34,709,873 | BOYAmt |
| EOY | $33,710,759 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,158,608 | BOYAmt |
| EOY | $14,071,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,868,481 | BOYAmt |
| EOY | $47,781,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,483,124 | BOYAmt |
| EOY | $133,674,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,562,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $476,119 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $2,861,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,610,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,191,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,735,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,652,731 | CurrentTaxYearAmt |
| Total | $21,051,326 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,861,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,610,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,191,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,735,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,652,731 | CurrentTaxYearAmt |
| Total | $21,051,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,909,090 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,142,236 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $425,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,012,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,322,339 | CurrentTaxYearAmt |
| Total | $3,244,586 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $403,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $466,256 | CurrentTaxYearAmt |
| Total | $1,243,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,539,513 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $594,330,262 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59289 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,299,383 | BeginningYearBalanceAmt |
| Contributions | $53,969 | ContributionsAmt |
| Investment Earnings Or Losses | -$347,335 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $235,285 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,770,732 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,050,766 | BeginningYearBalanceAmt |
| Contributions | $677,415 | ContributionsAmt |
| Investment Earnings Or Losses | -$261,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $194,357 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$26,668 | OtherExpendituresAmt |
| End Year Balance | $10,299,383 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,809,282 | BeginningYearBalanceAmt |
| Contributions | $18,911 | ContributionsAmt |
| Investment Earnings Or Losses | $459,534 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $140,629 | GrantsOrScholarshipsAmt |
| Other Expenditures | $96,332 | OtherExpendituresAmt |
| End Year Balance | $10,050,766 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,097,593 | BeginningYearBalanceAmt |
| Contributions | $442,200 | ContributionsAmt |
| Investment Earnings Or Losses | $419,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $149,734 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,809,282 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,521,757 | BeginningYearBalanceAmt |
| Contributions | $394,068 | ContributionsAmt |
| Investment Earnings Or Losses | $317,311 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,543 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,097,593 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,495,695 | OtherCostOrOtherBasisAmt |
| Book Value | $6,495,695 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,655,465 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,807,660 | DepreciationAmt |
| Book Value | $73,847,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,758,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,929,094 | DepreciationAmt |
| Book Value | $5,829,366 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,359,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,522,740 | DepreciationAmt |
| Book Value | $3,836,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,009,246 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATE OF DEPOSIT | $16,745,965 | F |
| OTHER INVESTMENT - BROADBAND | $5,091,919 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,837,884 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILTIES | $177,384 |
| LEASE LIABILITIES | $2,220,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,398,184 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $85,770,586 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $476,119 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $713,513 | OtherRevenueAmt |
| Revenue Not Reported | $1,189,632 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,580,954 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,240 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $41,652,626 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $41,690,866 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,271,820 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $87,857,111 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $713,513 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $713,513 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,143,598 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,240 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $41,652,626 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $41,690,866 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $128,834,464 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE TO BE USED BY THE UNIVERSITY PER THE DONOR'S INSTRUCTIONS TO FUND STUDENT SCHOLARSHIPS. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI & XII, LINE 2D | RENTAL EXPENSES $ 713,513 |
| SCHEDULE D, PART XI & XII, LINE 4B | STUDENT FINANCIAL AID $ 41,632,426 RENTAL INCOME $ 20,200 TOTAL $ 41,652,626 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS PRINTED IN CATALOG AND THE FINANCIAL AID PACKAGE. ALSO, IT IS MENTIONED ON TELEPHONE INFORMATION ON HOLD MESSAGE HEARD BY THE GENERAL COMMUNITY AND POTENTIAL STUDENTS. IT CAN ALSO BE FOUND ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6A | SOUTHEASTERN UNIVERSITY RECEIVES FEDERAL AND STATE FINANCIAL AID AND ASSISTANCE, INCLUDING FEDERAL PELL GRANTS, FEDERAL WORK-STUDY, AND FLORIDA RESOURCE ALLOCATION GRANTS. THE UNIVERSITY HAS NEVER HAD ITS RIGHT TO FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY REVOKED. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & MISSION | $148,090 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MISSIONS | $107,539 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & MISSION | $206,504 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | MISSIONS | $80,731 |
| RUSSIA | 0 | 0 | PROGRAM SERVICES | MISSIONS | $23,385 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MISSIONS | $77,669 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | MISSIONS | $29,525 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | MISSIONS | $166,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $840,416 | SubtotalSpentAmt |
| Total Spent | $840,416 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AND TUITION ASSISTANCE | 4868 | $41,632,426 |
| TUITION WAIVERS | 198 | $1,714,822 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S SCHOLARSHIP COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF ADVERTISING AVAILABILITY OF SPECIFIC SCHOLARSHIPS, REVIEWING APPLICATIONS, AND AWARDING SCHOLARSHIPS BASED ON NEED, MERIT, OR OTHER SPECIFIC REQUIREMENTS PUT IN PLACE BY DONORS OF THE FUNDS OR THE UNIVERSITY'S POLICIES. THE SCHOLARSHIPS ARE APPLIED DIRECTLY TO EACH STUDENT'S ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR KENT INGLE | ||||||||||||
| PRESIDENT | $351,035 | $0 | $65,725 | $0 | $35,203 | $0 | $0 | $0 | $110,212 | $0 | $562,175 | $0 |
| DR J CHRIS OWEN | ||||||||||||
| EXECUTIVE VICE PRESIDENT | $248,333 | $0 | $40,435 | $0 | $29,094 | $0 | $0 | $0 | $83,939 | $0 | $401,801 | $0 |
| PHILLIP SCHMITT | ||||||||||||
| VP FINANCE/CFO | $179,873 | $0 | $4,000 | $0 | $0 | $0 | $0 | $0 | $5,162 | $0 | $189,035 | $0 |
| DR MEGHAN L GRIFFIN | ||||||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | $171,495 | $0 | $5,000 | $0 | $0 | $0 | $6,450 | $0 | $72,722 | $0 | $255,667 | $0 |
| DR BETHANY THOMAS | ||||||||||||
| VP STUDENT DEVELOPMENT | $179,862 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $4,928 | $0 | $189,790 | $0 |
| ROY ROWLAND IV | ||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $206,892 | $0 | $11,420 | $0 | $15,952 | $0 | $0 | $0 | $2,412 | $0 | $236,676 | $0 |
| DENNIS ROSS | ||||||||||||
| PROFESSOR, POLITICAL SCIENCE | $187,699 | $0 | $150 | $0 | $0 | $0 | $0 | $0 | $19,076 | $0 | $206,925 | $0 |
| DR CODY LLOYD | ||||||||||||
| VP FOR INSTITUTIONAL RESEARCH | $168,542 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $4,928 | $0 | $178,470 | $0 |
| DR MICHAEL STEINER | ||||||||||||
| VP OF INNOVATION | $158,357 | $0 | $10,705 | $0 | $0 | $0 | $0 | $0 | $2,412 | $0 | $171,474 | $0 |
| JUSTIN LATHROP | ||||||||||||
| VP STRATEGIC PARTNERSHIPS | $137,840 | $0 | $10,705 | $0 | $17,872 | $0 | $0 | $0 | $72,762 | $0 | $239,179 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | PURSUANT TO INTERNAL REVENUE CODE SECTION 107, MINISTERIAL HOUSING ALLOWANCES ARE PROVIDED FOR QUALIFYING MINISTERIAL EMPLOYEES. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION. THE UNIVERSITY PAID A NONTAXABLE HOUSING ALLOWANCE TO DR. KENT INGLE, DR. J. CHRIS OWEN, DR. MEGHAN GRIFFIN AND JUSTIN LATHROP. |
| SCHEDULE J, PART I, LINE 1B | THE ORGANIZATION FOLLOWS A WRITTEN POLICY WITH REGARD TO THE HOUSING ALLOWANCE AND HEALTH CLUB DUES. THERE IS NOT A FORMAL WRITTEN AGREEMENT REGARDING SPOUSAL TRAVEL, BUT THE REQUIREMENTS HAVE BEEN VERBALLY DISCUSSED WITH THOSE THAT USE THIS BENEFIT FOR BONA-FIDE BUSINESS PURPOSES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF LAKELAND FLORIDA | |||||||
| A | 596000354 | 2013-11-26 | $10,000,000 | EDUCATIONAL FACILITIES REV REFUND | false | false | false |
| CITY OF LAKELAND FLORIDA | |||||||
| B | 596000354 | 2013-11-26 | $10,000,000 | EDUCATIONAL FACILITIES REV REFUND | false | false | false |
| CITY OF LAKELAND | |||||||
| C | 596000354 | 2013-11-26 | $10,000,000 | EDUCATIONAL FACILITIES REV REFUND | false | false | false |
| CITY OF LAKELAND | |||||||
| D | 596000354 | 2013-11-26 | $3,360,000 | EDUCATIONAL FACILITIES REV REFUND | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,391,749 | $0 | $10,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $3,391,749 | $0 | $10,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $3,391,749 | $0 | $10,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $1,139,628 | $0 | $3,360,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,360,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF LAKELAND FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000354 | BondIssuerEIN |
| Bond Issued | 2013-11-26 | BondIssuedDt |
| Issue Price | $33,000,000 | IssuePriceAmt |
| Purpose | EDUCATIONAL FACILITIES REV REFUND | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,381,600 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $33,000,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $310,000 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $32,690,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTERSTATE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10. | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | Yes (true) | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | none | PersonNm |
| Relationship With Org | none | RelationshipWithOrgTxt |
| Cash Grant | $84,010 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTACE | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATIONAL | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAREN INGLE | |||
| SPOUSE OF PRESIDENT | $126,332 | COMPENSATION | false |
| PAXTON INGLE | |||
| CHILD OF PRESIDENT | $16,674 | COMPENSATION | false |
| MOLLY OWEN | |||
| SPOUSE OF EXEC. VICE PRESIDENT | $81,915 | COMPENSATION | false |
| MADISON GADD | |||
| CHILD OF EXEC. VICE PRESIDENT | $46,113 | COMPENSATION | false |
| GABRIELLA OWEN | |||
| DAUGHTER-IN-LAW OF EXEC. VICE PRESIDENT | $32,422 | COMPENSATION | false |
| JACOB ARCHER | |||
| CHILD OF TRUSTEE | $54,531 | COMPENSATION | false |
| HANNAH NOEL MASON | |||
| CHILD OF TRUSTEE | $23,088 | COMPENSATION | false |
| LUKE RACHELS | |||
| GRANDCHILD OF TRUSTEE | $25,485 | COMPENSATION | false |
| JEANETTE SALGUERO | |||
| SPOUSE OF TRUSTEE | $70,000 | COMPENSATION | false |
| GLENN BARNARD | |||
| PARENT OF KEY EMPLOYEE | $58,117 | COMPENSATION | false |
| JILL JOHNSON | |||
| PARENT OF KEY EMPLOYEE | $111,126 | COMPENSATION | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $148,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS CONTRIBUTED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE CHAIR OF THE BOARD OF TRUSTEES, THE SECRETARY OF THE BOARD OF TRUSTEES, THE PRESIDENT OF SOUTHEASTERN UNIVERSITY, THE ACADEMIC AFFAIRS COMMITTEE CHAIR, THE FINANCE AND AUDIT COMMITTEE CHAIR, AND UP TO THREE (3) TRUSTEES AT LARGE SELECTED BY THE BOARD OF TRUSTEES. THE AT LARGE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE FOR (1) YEAR TERMS, AND MAY BE REELECTED WITH LIMITS. THE CHAIR OF THE BOARD OF TRUSTEES SHALL SERVE AS THE EXECUTIVE COMMITTEE CHAIR. THE EXECUTIVE COMMITTEE SHALL HAVE DELEGATED AUTHORITY FROM THE BOARD OF TRUSTEES TO ADDRESS ROUTINE BUSINESS MATTERS BETWEEN REGULAR BOARD MEETINGS AND TO ASSIST THE CHAIR OF THE BOARD OF TRUSTEES AND THE PRESIDENT IN THEIR JOINT RESPONSIBILITY TO HELP THE BOARD TO FUNCTION EFFECTIVELY AND EFFICIENTLY BY SUGGESTING BOARD MEETING AGENDA ITEMS AND PERIODICALLY ASSESSING THE QUALITY OF COMMITTEE WORK. THE EXECUTIVE COMMITTEE SHALL HAVE DELEGATED AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: ELECTION OR REMOVAL OF THE PRESIDENT; ELECTION OR REMOVAL OF A MEMBER OF THE BOARD OF TRUSTEES OR A BOARD OFFICER; CHANGES TO THE ARTICLE OF INCORPORATION OR BYLAWS OF THE CORPORATION; CHANGE OF THE UNIVERSITY'S MISSION; INCURRING OF UNIVERSITY INDEBTEDNESS OTHER THAN INDEBTEDNESS IN THE ORDINARY COURSE OF BUSINESS; SALE OF UNIVERSITY ASSETS TANGIBLE PROPERTY OTHER THAN IN THE ORDINARY COURSE OF BUSINESS; ADOPTION OF THE ANNUAL BUDGET; AND CONFERRAL OF DEGREES. |
| FORM 990, PART VI, SECTION A, LINE 1B | DR. KENT INGLE, TERRELL ROBERTS, AND DOUGLAS WITHERUP ARE PAID EMPLOYEES OF SOUTHEASTERN UNIVERSITY AND ARE CONSIDERED NON-INDEPENDENT. TOMMY BARNETT RECEIVED INDEPENDENT CONTRACTOR COMPENSATION AND THEREFORE IS CONSIDERED NON-INDEPENDENT. RODGER ARCHER, STEVE MASON, RAY RACHEL, JUDY RACHEL, MARK BATTERSON AND GABRIEL SALGERO ARE NON-INDEPENDENT BOARD MEMBERS DUE TO TRANSACTIONS LISTED ON SCHEDULE L. |
| FORM 990, PART VI, SECTION A, LINE 2 | TOMMY BARNETT AND LUKE BARNETT HAVE A FAMILY RELATIONSHIP. RAY RACHELS AND JUDY RACHELS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATIONS'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY FOR REVIEW. THE BOARD OF TRUSTEES IS GIVEN A DATE BY WHICH TO RESPOND PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST EXISTS WHEN ANY BOARD MEMBERS AND EMPLOYEES OF SOUTHEASTERN UNIVERSITY HAVE A RELATIONSHIP WITH, OR ENGAGE IN AN ACTIVITY WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH IMPAIRS OR ADVERSELY INFLUENCES HIS OR HER JUDGMENT WITH RESPECT TO POLICY PROMOTING THE BEST INTEREST OF SOUTHEASTERN UNIVERSITY OR WHICH IMPAIRS OR ADVERSELY INFLUENCES THE PERFORMANCE OF HIS OR HER DUTIES TO THE UNIVERSITY. A CONFLICT OF INTEREST EXISTS WHEN A PERSON BENEFITS FINANCIALLY, EITHER DIRECTLY OR INDIRECTLY, FROM HIS OR HER EMPLOYMENT OR APPOINTMENT BY THE UNIVERSITY EXCEPT FOR COMPENSATION AND FINANCIAL BENEFITS PAID OR GRANTED BY THE UNIVERSITY. ALL DECISIONS OF THE BOARD OF TRUSTEES AND ADMINISTRATION OF THE UNIVERSITY SHALL BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE UNIVERSITY. IN ANY CASE, WHERE A CONFLICT OF INTEREST EXISTS, OR MAY EXIST, OR THE APPEARANCE OF A CONFLICT OF INTEREST MAY EXIST, IT SHALL BE THE DUTY OF THE PERSON COVERED BY THE POLICY TO DISCLOSE HIS OR HER INTEREST, INCLUDING ANY INTEREST IN THE ORGANIZATION OR ENTITY WHICH MAY BENEFIT FROM THE PERSON'S ASSOCIATION WITH THE UNIVERSITY AND INCLUDING ANY SUCH BENEFICIAL INTEREST A MEMBER OF THE PERSON'S IMMEDIATE FAMILY MAY HAVE BECAUSE OF THE PERSON'S ASSOCIATION WITH THE UNIVERSITY. PERSONS WHO PERCEIVE THE EXISTENCE OF A CONFLICT OF INTEREST SHALL NOT ENDEAVOR TO RESOLVE THE CONFLICT OR DETERMINE THAT THE EXTERNAL BENEFITS WILL NOT ADVERSELY AFFECT THE UNIVERSITY; BUT SHALL MAKE A FULL DISCLOSURE OF THE FACTS, CIRCUMSTANCES, RELATIONSHIPS AND TRANSACTION AS FOLLOWS: 1. PRESIDENT SHALL REPORT TO THE BOARD OF TRUSTEES. 2. VICE PRESIDENT SHALL REPORT TO THE PRESIDENT. 3. OTHER EMPLOYEES SHALL REPORT TO THEIR RESPECTIVE VICE PRESIDENT. PERSONS COVERED BY THIS POLICY ARE ENCOURAGED TO AVOID RELATIONSHIPS AND TRANSACTIONS WHICH CONSTITUTE A CONFLICT OF INTEREST. WHEN SUCH SITUATIONS CANNOT BE AVOIDED, THE PERSONS INVOLVED SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE TRANSACTION AFFECTED BY THE CONFLICT OF INTEREST, UNLESS UNDER SPECIAL CIRCUMSTANCES THE UNIVERSITY DETERMINES THAT THEIR PARTICIPATION IS IMPERATIVE FOR THE WELFARE OF THE UNIVERSITY. IF SUCH A WAIVER IS INDICATED, IT SHALL BE IN WRITING AND SIGNED BY THE PRESIDENT AND A COPY OF THE WAIVER SHALL BE PROVIDED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. DISCLOSURE IS ALSO REQUIRED CONCERNING ALL RELATIONSHIPS AND BUSINESS AFFILIATIONS WHICH REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING THE UNIVERSITY. SUCH DISCLOSURE SHALL BE CONTINUOUSLY REPORTED AND KEPT CURRENT. THE DISCLOSURES REQUIRED UNDER THIS POLICY STATEMENT SHALL BE REPORTED ANNUALLY TO THE FINANCE & AUDIT COMMITTEE. THE INFORMATION DISCLOSED SHALL BE HELD IN CONFIDENCE EXCEPT WHEN, IN THE JUDGMENT OF THE FINANCE & AUDIT COMMITTEE, THE BEST INTERESTS OF THE UNIVERSITY WOULD BE SERVED BY DISCLOSING THE INFORMATION TO THE BOARD OF TRUSTEES. INDIVIDUALS WHO ARE DEEMED TO BE IN A CONFLICT OF INTEREST SITUATION WITH RESPECT TO ANY MATTER BEFORE THE ADMINISTRATION OR THE BOARD SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF THE PROPOSED TRANSACTION, UNLESS SPECIFICALLY REQUESTED TO PROVIDE INFORMATION REGARDING THE TRANSACTION IN QUESTION. AT THE BOARD'S DISCRETION, THE INTERESTED PERSON MAY BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. SUCH PERSON SHALL NOT VOTE ON OR TAKE ANY POSITION FOR OR AGAINST THE PROPOSED TRANSACTION. WHEN DEEMED APPROPRIATE, A NOTATION MAY BE MADE IN THE MINUTES OF THE MEETING THAT THE PERSON INVOLVED NEITHER PARTICIPATED IN THE CONSIDERATION OF THE PROPOSED TRANSACTION NOR VOTED ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | THE ADMINISTRATION OF WAGES AND SALARIES FUNCTIONS UNDER THE DIRECTION OF THE BOARD OF TRUSTEES AND THE PRESIDENT OF THE UNIVERSITY. THE WAGE AND SALARY PLAN IS ADMINISTERED BY THE OFFICE OF HUMAN RESOURCES AND REVIEWED ANNUALLY BY THE FINANCE & AUDIT COMMITTEE BEFORE PRESENTATION TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. IN REVIEWING THE WAGE STRUCTURE, CONSIDERATION IS GIVEN TO THE PREVAILING RATES FOR COMPARABLE WORK IN THE LAKELAND AREA, THE CURRENT COST OF LIVING, SALARY LEVELS OF RELATED ORGANIZATIONS, AND THE ECONOMIC CONDITION OF THE UNIVERSITY. THE DETERMINATION OF THE PRESIDENT'S COMPENSATION IS THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE WHICH MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THE PROCESS INCLUDES A PERFORMANCE REVIEW AND THE STUDY OF COMPARABLE COMPENSATION DATA FROM PEER INSTITUTIONS. IN ADDITION TO THE COMPENSATION FACTORS DESCRIBED ABOVE, THE RECOMMENDATION FOR ANY PARTICULAR YEAR SHALL TAKE INTO ACCOUNT REGIONAL ECONOMIC INFORMATION AND THE FINANCIAL CONDITION OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES MAINTAINS A DETAILED RECORD OF THE MEETING AND DISCUSSIONS RELATIVE TO EXECUTIVE COMPENSATION. MEANWHILE, THE PRESIDENT RECOMMENDS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE WHICH MAKES THE FINAL DETERMINATION. INFORMATION DESCRIBED IN THE DETERMINATION OF THE PRESIDENT'S COMPENSATION IS ALSO USED FOR THAT OF OFFICERS AND KEY EMPLOYEES. THIS PROCESS INCLUDES REGULAR REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE A | COMPENSATION REPORTED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B IS THE AMOUNT REPORTED ON THE INDIVIDUAL'S W-2, BOX 1 OR 5 (WHICHEVER AMOUNT IS GREATER) PER THE IRS INSTRUCTIONS. IN THE CASE OF MINISTER'S COMPENSATION WHEN BOX 5 OF THE W-2 IS NOT APPLICABLE, BOX 1 COMPENSATION IS USED. EMPLOYEE DEFERRALS TO QUALIFIED RETIREMENT PLANS ARE NORMALLY CAPTURED IN BOX 5, NOT BOX 1 OF FORM W-2. FOR REPORTING PURPOSES WE HAVE INCLUDED THE MINISTER RETIREMENT PLAN DEFERRALS IN PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEASTERN UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LONGFELLOW BLVD | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463844101 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B,II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |