UNIVERSITY OF WEST FLORIDA FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WEST FLORIDA FOUNDATION INC (EIN 59-6166292)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202321239349301777
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T14:59:41-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTMARSH CLEAVELAND AND GUND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVENUE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596166292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WEST FLORIDA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8504743118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PKWY BLDG 12 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325145732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL LUCAS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8504743880 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | LUCAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOLLY MURPHY CPA | PreparerPersonNm |
| PTIN | P00985783 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2023-04-24 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL LUCAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PKWY BLDG 12 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325145732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,328,159 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWF.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES, ALL FOR THE ADVANCEMENT OF THE UNIVERSITY OF WEST FLORIDA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $34,853 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,500,571 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,519,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,128,592 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,142,616 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,478,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,764,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,230,440 | PYOtherRevenueAmt |
| CY Other Revenue | $650,327 | CYOtherRevenueAmt |
| PY Total Revenue | $24,337,669 | PYTotalRevenueAmt |
| CY Total Revenue | $25,076,558 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,649,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,829,737 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,695,936 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,312,215 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,043 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,556 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $693,623 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,727,746 | PYOtherExpensesAmt |
| CY Other Expenses | $11,999,533 | CYOtherExpensesAmt |
| PY Total Expenses | $18,076,763 | PYTotalExpensesAmt |
| CY Total Expenses | $19,165,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,260,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,911,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $193,203,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,233,105 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,551,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,347,705 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,651,678 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,885,400 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOLICITING, RECEIVING, AND ADMINISTERING GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES ALL FOR THE ADVANCEMENT OF THE UNIVERSITY OF WEST FLORIDA (UWF). TO PROMOTE AND SUPPORT EDUCATION AND EDUCATION FACILITIES, INCLUDING HOUSING AT UWF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,133,070 | ExpenseAmt |
| Revenue | $10,196,945 | RevenueAmt |
| Desc | STUDENT HOUSING PROGRAM - THE UWF DEPARTMENT OF HOUSING AND RESIDENCE LIFE PROVIDES HOUSING FOR APPROXIMATELY 11%, I.E., OVER 1,450 STUDENTS AND 71 STUDENT STAFF, OF THE UNIVERSITY'S STUDENT BODY OF 13,504. OCCUPANCY OF DORMS IS TO MEET STUDENTS' ON CAMPUS HOUSING NEEDS. IN ADDITION TO RESIDENTIAL SERVICES, HOUSING OFFERS OVER 107 EDUCATIONAL AND SOCIAL PROGRAMS DESIGNED TO ENHANCE THE STUDENTS' LEARNING ENVIRONMENT AS WELL AS ENRICH THE STUDENTS' COLLEGE EXPERIENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,829,737 | ExpenseAmt |
| Grant | $1,829,737 | GrantAmt |
| Desc | STUDENT SCHOLARSHIP PROGRAM - THE UWF FOUNDATION AWARDED SCHOLARSHIPS TO 1,400 UWF STUDENTS. THESE SCHOLARSHIPS HELPED TO ENSURE THOSE STUDENTS GAINED A HIGHER EDUCATION. ONE OF THE NEW SCHOLARSHIPS PROMOTED DURING THE YEAR WAS THE FIRST GENERATION SCHOLARSHIP. THIS SCHOLARSHIP ENABLES STUDENTS, WHO ARE FIRST GENERATION IN THEIR FAMILY TO ATTEND COLLEGE, TO BE ABLE TO AFFORD COLLEGE TUITION. THE FOUNDATION RAISED AND AWARDED $367,238 OF FIRST GENERATION SCHOLARSHIPS DURING THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $376,346 | ExpenseAmt |
| Desc | EMINENT SCHOLARS AND PROFESSORSHIPS - THE UNIVERSITY ADDED 3 DISTINGUISHED PROFESSORS DURING THE FISCAL YEAR. THESE PROFESSORSHIPS HELPED TO ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY BY HAVING DISTINGUISHED AND SPECIALIZED PROFESSORS TEACH STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,001,767 | ExpenseAmt |
| Desc | ALL OTHER PROGRAMS: THE UWF FOUNDATION HAS AGENCY ACCOUNTS WHICH SUPPORT THE MISSION OF CERTAIN DEPARTMENTS AND COLLEGES WITHIN THE UNIVERSITY. THESE ACCOUNTS PRIMARILY CONSIST OF DONATED FUNDS TO HELP SUPPORT FACULTY SALARIES, STUDENT SCHOLARSHIPS, LEARNING ENVIRONMENTS, PROFESSIONAL DEVELOPMENT, AND LECTURES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,001,767 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $16,340,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL LUCAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8504743380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PARKWAY BLDG 12 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32514 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GERALD ADCOX | |||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| DICK BACKER | |||||||||
| BOT REPRESENTATIVE | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| RICK BYARS | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE BOOKMAN | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| NOEMI GAYTAN | |||||||||
| SGA REPRESENTATIVE | 0.40 | Yes (X) | $0 | $0 | $0 | ||||
| JASON CRAWFORD | |||||||||
| BOD CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DEE DEE DAVIS | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| GAIL DORSEY | |||||||||
| IMM PAST CHAIR | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MEGAN FRY | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN GORMLEY | |||||||||
| SECRETARY | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CARYL GREENE | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| DARRELL GOODEN | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| CHAD HENDERSON | |||||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| HONG POTOMSKI | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES HOSMAN | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| KATHIE JEFFCOAT | |||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| TRIP MAYGARDEN | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| AMBER MCCLURE | |||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN PEACOCK JR | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY SANDSTROM | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM RONE | |||||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS RONEY | |||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW CROW | |||||||||
| FACULTY SENATE VP | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE STACEY | |||||||||
| ALUMNI ASSOC. PRESIDENT | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| RODNEY SUTTON | |||||||||
| TREASURER | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BRUCE VREDENBURG | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| TODD ZABORSKI | |||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL LUCAS | |||||||||
| CFO | 1.00 | $0 | $211,671 | $34,959 | Yes (X) | 40.00 | |||
| EVA BUTTS | |||||||||
| DIRECTOR | 1.00 | $0 | $81,687 | $16,079 | Yes (X) | 40.00 | |||
| HOWARD REDDY | |||||||||
| FOUNDATION PRESIDENT | 1.00 | $0 | $242,704 | $79,028 | Yes (X) | 40.00 | |||
| MARTHA SAUNDERS | |||||||||
| UWF PRESIDENT | 0.10 | $0 | $576,431 | $177,511 | 39.90 | Yes (X) | |||
| GEORGE ELLENBERG | |||||||||
| PROVOST/SR. VICE PRESIDENT | 1.00 | $0 | $353,798 | $45,477 | 40.00 | Yes (X) | |||
| BETSY BOWERS | |||||||||
| VICE PRESIDENT FINANCE AND | 1.00 | $0 | $272,259 | $30,277 | 40.00 | Yes (X) | |||
| KEVIN KRIEGER | |||||||||
| PROFESSOR | 1.00 | $0 | $268,569 | $44,595 | 40.00 | Yes (X) | |||
| CHULA KING | |||||||||
| PROFESSOR | 1.00 | $0 | $197,373 | $37,619 | 40.00 | Yes (X) | |||
| KIM LEDUFF | |||||||||
| FORMER EMPLOYEE | 1.00 | $0 | $306,951 | $33,040 | 40.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,511,443 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $498,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JANI-KING OF PENSACOLA | |||||
| 300 NE I-55 SERVICE RD | PONCHATOULA | LA | 70454 | JANITORIAL SERVICES | $584,799 |
| BURT KERVIN PAINTING INC | |||||
| 9931 HARLINGTON ST | CANTONMENT | FL | 32533 | COMMERCIAL PAINTING SERVICES | $252,435 |
| APOGEE TELECOM INC | |||||
| PO BOX 735905 | DALLAS | TX | 75373 | IT NETWORK PROVIDER | $222,207 |
| ATLANTA CONSULTING GROUP ADVISORS LLC | |||||
| 309 EAST PACES FERRY RD SUITE 600 | ATLANTA | GA | 30305 | INVESTMENT ADVISORS | $101,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,519,588 | AllOtherContributionsAmt |
| Noncash Contributions | $1,177,852 | NoncashContributionsAmt |
| Total Contributions | $8,519,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME - HOUSING | 721310 | $9,847,476 | $9,847,476 |
| RENTAL INCOME - OTHER | 900099 | $295,140 | $295,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,142,616 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,321,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,329 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,853 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,231,994 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,694,452 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,251,601 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,442,851 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,442,851 | TotalRevenueColumnAmt |
| Exclusion | $4,442,851 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $563,148 | $563,148 |
| MISCELLANEOUS OTHER INCOME | 900099 | $87,179 | $87,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $650,327 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,076,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,196,945 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,853 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,325,172 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,737 | TotalAmt |
| Program Services | $1,829,737 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,312,215 | TotalAmt |
| Program Services | $3,316,408 | ProgramServicesAmt |
| Management And General | $1,596,699 | ManagementAndGeneralAmt |
| Fundraising | $399,108 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,296 | TotalAmt |
| Program Services | $1,409 | ProgramServicesAmt |
| Management And General | $5,887 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,695 | TotalAmt |
| Program Services | $13,576 | ProgramServicesAmt |
| Management And General | $58,119 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $90,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,556 | TotalAmt |
| Fundraising | $23,556 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,493 | TotalAmt |
| Program Services | $6,097 | ProgramServicesAmt |
| Management And General | $296,396 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,993 | TotalAmt |
| Program Services | $654,867 | ProgramServicesAmt |
| Management And General | -$96,384 | ManagementAndGeneralAmt |
| Fundraising | $2,510 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,451 | TotalAmt |
| Program Services | $258,900 | ProgramServicesAmt |
| Management And General | $23,683 | ManagementAndGeneralAmt |
| Fundraising | $28,868 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,897 | TotalAmt |
| Program Services | $287,630 | ProgramServicesAmt |
| Management And General | $38,826 | ManagementAndGeneralAmt |
| Fundraising | $154,441 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,585 | TotalAmt |
| Program Services | $1,607,945 | ProgramServicesAmt |
| Management And General | $5,725 | ManagementAndGeneralAmt |
| Fundraising | $3,915 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,489 | TotalAmt |
| Program Services | $350,995 | ProgramServicesAmt |
| Management And General | $22,608 | ManagementAndGeneralAmt |
| Fundraising | $29,886 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,235 | TotalAmt |
| Program Services | $110,892 | ProgramServicesAmt |
| Management And General | $7,150 | ManagementAndGeneralAmt |
| Fundraising | $31,193 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,671 | TotalAmt |
| Program Services | $1,337,671 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,242,164 | TotalAmt |
| Program Services | $3,242,164 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,087 | TotalAmt |
| Program Services | $204,680 | ProgramServicesAmt |
| Management And General | $20,407 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIR/MAINTENANCE/SUPP | $1,980,593 | $1,980,593 | ||
| UNIVERSITY/STAFF SUPPOR | $741,588 | $741,588 | ||
| MISCELLANEOUS | $347,751 | $266,223 | $61,382 | $20,146 |
| HOUSING RELATED EXPENSE | $69,180 | $69,180 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,365 | TotalAmt |
| Program Services | $30,365 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,165,041 | TotalAmt |
| Program Services | $16,340,920 | ProgramServicesAmt |
| Management And General | $2,130,498 | ManagementAndGeneralAmt |
| Fundraising | $693,623 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,725 | BOYAmt |
| EOY | $1,725 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,862,901 | BOYAmt |
| EOY | $5,449,822 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,967,282 | BOYAmt |
| EOY | $3,525,577 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,118,695 | BOYAmt |
| EOY | $611,837 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,537 | BOYAmt |
| EOY | $159,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,304,475 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,536,379 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,154,304 | BOYAmt |
| EOY | $45,768,096 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,599,625 | BOYAmt |
| EOY | $79,585,655 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,000,808 | BOYAmt |
| EOY | $37,414,461 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,320,669 | BOYAmt |
| EOY | $3,716,709 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,203,546 | BOYAmt |
| EOY | $176,233,105 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,051 | BOYAmt |
| EOY | $856,690 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,155,434 | BOYAmt |
| EOY | $35,234,675 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,119,383 | BOYAmt |
| EOY | $4,256,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,551,868 | BOYAmt |
| EOY | $40,347,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,651,678 | BOYAmt |
| EOY | $135,885,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,651,678 | BOYAmt |
| EOY | $135,885,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,203,546 | BOYAmt |
| EOY | $176,233,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,911,517 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$18,677,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,207,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,046,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,360,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,924,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,341,736 | CurrentTaxYearAmt |
| Total | $39,881,597 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,207,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,046,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,360,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,924,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,341,736 | CurrentTaxYearAmt |
| Total | $39,881,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,881,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,283,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,514,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,501,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $965,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,300,262 | CurrentTaxYearAmt |
| Total | $6,565,330 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164 | CurrentTaxYearMinus4YearsAmt |
| Total | $164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,447,091 | TotalSupportAmt |
| Public Support CY170 | 0.85860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88260 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,119,407 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,239,407 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $120,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $120,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $120,000 | CurrentYearMinus1Amt |
| Current Year | $120,000 | CurrentYearAmt |
| Total | $480,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,113,070 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,513,345 | BeginningYearBalanceAmt |
| Contributions | $3,503,665 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,857,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,284,467 | OtherExpendituresAmt |
| End Year Balance | $86,874,886 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,635,062 | BeginningYearBalanceAmt |
| Contributions | $2,897,523 | ContributionsAmt |
| Investment Earnings Or Losses | $26,069,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,088,323 | OtherExpendituresAmt |
| End Year Balance | $100,513,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,399,307 | BeginningYearBalanceAmt |
| Contributions | $2,907,684 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,520,300 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,151,629 | OtherExpendituresAmt |
| End Year Balance | $74,635,062 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,178,331 | BeginningYearBalanceAmt |
| Contributions | $1,362,725 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,246,491 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,895,258 | OtherExpendituresAmt |
| End Year Balance | $76,399,307 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,696,741 | BeginningYearBalanceAmt |
| Contributions | $1,580,391 | ContributionsAmt |
| Investment Earnings Or Losses | $5,837,844 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,936,645 | OtherExpendituresAmt |
| End Year Balance | $79,178,331 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98650 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,059,483 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,059,483 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $86,113,900 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $45,026,602 | DepreciationAmt |
| Book Value | $41,087,298 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $527,811 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $509,777 | DepreciationAmt |
| Book Value | $18,034 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,603,281 | OtherCostOrOtherBasisAmt |
| Book Value | $1,603,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,768,096 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $15,790,574 | F |
| REAL ESTATE INVESTMENT TRUSTS | $5,016,157 | F |
| EXTERNAL INVESTMENT POOL | $7,257,003 | F |
| COMMINGLED FUNDS | $9,350,727 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,414,461 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $3,220,894 |
| DUE TO WEST FLORIDA HISTORIC TRUST, | $1,035,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,256,340 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,473,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$18,677,795 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,074,366 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$17,603,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,076,558 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,076,558 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,239,407 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,074,366 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,074,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,165,041 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,165,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | WORKS OF ART |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN INVESTMENT ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION QULAIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | INVESTMENT | $9,612,929 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | SCHOLARSHIPS | $126,004 |
| EUROPE | 0 | 0 | SCHOLARSHIPS | $138,323 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIPS | $20,813 |
| NORTH AMERICA | 0 | 0 | SCHOLARSHIPS | $27,692 |
| SOUTH ASIA | 0 | 0 | SCHOLARSHIPS | $7,575 |
| SOUTH AMERICA | 0 | 0 | SCHOLARSHIPS | $265,395 |
| SUB-SAHARAN AFRICA | 0 | 0 | SCHOLARSHIPS | $42,489 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | SCHOLARSHIPS | $28,600 |
| 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 | $10,241,220 | SubtotalSpentAmt |
| Continuation Spent | $28,600 | ContinuationSpentAmt |
| Total Spent | $10,269,820 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| SCHOLARSHIPS - AT UNIVERSITY | EAST ASIA & PACIFIC | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | CENTRAL AMERICA/CARIBBEAN | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | EUROPE | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | SUB-SAHARAN AFRICA | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | SOUTH AMERICA | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | SOUTH ASIA | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | NORTH AMERICA | 0 | FUNDS ON DEPOSIT | N/A |
| SCHOLARSHIPS - AT UNIVERSITY | MIDDLE EASTERN/AFRICA | 0 | FUNDS ON DEPOSIT | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE ADULT RIDES & SERVICES INC | ||||||||
| 4669 MURPHY CANYON RD STE 100 | SAN DIEGO | CA | 92123 | VEHICLE PROGRAM | Yes (1) | $45,680 | $12,615 | $33,065 |
| CARS FOR CHARITY | ||||||||
| 5000 QUITMAN ST | DENVER | CO | 802122639 | VEHICLE PROGRAM | Yes (1) | $2,825 | $1,130 | $1,695 |
| ALEXANDER HAAS | ||||||||
| 3520 PIEDMONT RD STE 300 | ATLANTA | GA | 30305 | CONSULTING | 0 | $0 | $16,116 | -$16,116 |
| WILSON-BENNETT TECHNOLOGY INC | ||||||||
| 2239 BILL FOSTER MEMORIAL HWY STE | CABOT | AR | 72023 | PHONATHON | 0 | $0 | $54,282 | -$54,282 |
| THE STELTER COMPANY | ||||||||
| PO BOX 5228 | DES MOINES | IA | 503055228 | PLANNED GIVING | 0 | $0 | $5,500 | -$5,500 |
| COMMUNITY FUNDED | ||||||||
| 214 S COLLEGE AVENUE UNIT 3 | FORT COLLINS | CO | 80524 | DAY OF GIVING | 0 | $0 | $15,565 | -$15,565 |
| FREEWILL CO | ||||||||
| PO BOX 501051 | INDIANAPOLIS | IN | 46250 | PLANNED GIVING | 0 | $0 | $16,836 | -$16,836 |
| CONSTANT CONTACT | ||||||||
| 1601 TRAPELO RD | WALTHAM | MA | 02451 | EMAIL MARKETING | 0 | $0 | $2,307 | -$2,307 |
| ANNUAL GIVING NETWORK LLC | ||||||||
| PO BOX 201 | MEDFIELD | MA | 02052 | PROFESSIONAL DEVELOPMENT | 0 | $0 | $2,750 | -$2,750 |
| THANK VIEWCOM | ||||||||
| 26 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | EMAIL MARKETING | 0 | $0 | $7,188 | -$7,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $48,505 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $134,289 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$85,784 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1400 | RecipientCnt |
| Cash Grant | $1,829,737 | CashGrantAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED BY THE FOUNDATION THROUGH THE UNIVERSTY OF WEST FLORIDA ("UWF"). UWF ADHERES TO ESTABLISHED DONOR, STATE AND FEDERAL GUIDELINES. UWF DIRECTS ALL SCHOLARSHIP PAYMENTS. | 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 | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA SAUNDERS | ||||||||||||||
| UWF PRESIDENT | $0 | $450,176 | $0 | $75,213 | $0 | $51,042 | $0 | $166,811 | $0 | $10,700 | $0 | $753,942 | $0 | $0 |
| GEORGE ELLENBERG | ||||||||||||||
| PROVOST/SR. VICE PRESIDENT | $0 | $263,153 | $0 | $48,645 | $0 | $42,000 | $0 | $23,715 | $0 | $21,762 | $0 | $399,275 | $0 | $0 |
| KIM LEDUFF | ||||||||||||||
| FORMER EMPLOYEE | $0 | $287,451 | $0 | $0 | $0 | $19,500 | $0 | $23,250 | $0 | $9,790 | $0 | $339,991 | $0 | $0 |
| HOWARD REDDY | ||||||||||||||
| FOUNDATION PRESIDENT | $0 | $214,188 | $0 | $28,516 | $0 | $0 | $0 | $57,290 | $0 | $21,738 | $0 | $321,732 | $0 | $0 |
| KEVIN KRIEGER | ||||||||||||||
| PROFESSOR | $0 | $267,569 | $0 | $1,000 | $0 | $0 | $0 | $24,739 | $0 | $19,856 | $0 | $313,164 | $0 | $0 |
| BETSY BOWERS | ||||||||||||||
| VICE PRESIDENT FINANCE AND | $0 | $225,799 | $0 | $31,860 | $0 | $14,600 | $0 | $20,481 | $0 | $9,796 | $0 | $302,536 | $0 | $0 |
| DANIEL LUCAS | ||||||||||||||
| CFO | $0 | $171,824 | $0 | $1,000 | $0 | $38,847 | $0 | $15,103 | $0 | $19,856 | $0 | $246,630 | $0 | $0 |
| CHULA KING | ||||||||||||||
| PROFESSOR | $0 | $197,373 | $0 | $0 | $0 | $0 | $0 | $17,763 | $0 | $19,856 | $0 | $234,992 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WEST FLORIDA FOUNDATION INC SERIES 2016A | ||||||||
| A | 596166292 | 915241AX1 | 2016-12-14 | $28,994,560 | REFUND SERIES 2009 CONSTRUCTION BOND AND SERIES 2011 DORMATORY REVENUE BONDS | Yes (1) | 0 | 0 |
| UNIVERISTY OF WEST FLORIDA FOUNDATION INC SERIES 2016B | ||||||||
| B | 596166292 | 000000000 | 2016-12-14 | $8,635,000 | EXCHANGE FOR THE ESC. COUNTY HOUSING FINANCE AUTHORITY 2016 DORM. REV. BONDS | 0 | 0 | 0 |
| UNIVERSITY OF WEST FLORIDA FOUNDATION INC SERIES 2016C | ||||||||
| C | 596166292 | 000000000 | 2016-12-14 | $13,683,345 | EXCHANGE FOR THE ESC. COUNTY HOUSING FINANCE AUTHORITY 2015 DORM. REV. BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $28,994,560 | $29,702,310 | $292,250 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $8,635,000 | 0 | 0 | Yes (1) | Yes (1) | ||
| C | $13,683,345 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K SUPPLENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | DURING FISCAL YEAR 2017, THE FOUNDATION PUBLICALLY ISSUED ADVANCED REFUNDING REVENUE BONDS (SERIES 2016A) OF $28,000,000 TO DEFEASE THE SERIES 2009 AND 2011 OUTSTANDING HOUSING REVENUE BONDS FOR THE PURPOSE OF CONSOLIDATION AND TO ACHIEVE DEBT SERVICE COVERAGE SAVINGS. ADDITIONALLY, ESCAMBIA COUNTY HOUSING FINANCE AUTHORITY WAS REMOVED AS A SPONSOR. THE FOUNDATION HAS PLACED THE PROCEEDS FROM THE REFUNDING IN IRREVOCABLE ESCROW ACCOUNTS WITH TRUST AGENT TO ENSURE PAYMENT OF DEBT SERVICE OF THE REFUNDED BONDS. SIMULTANEOUS WITH THE ISSUE OF THE SERIES 2016A, THE SERIES 2010 AND 2015 BONDS WERE REISSUED BY PRIVATE PLACEMENT TO THE EXISTING HOLDERS UNDER SERIES 2016B AND SERIES 2016C, RESPECTIVELY. THE TERMS REMAIN SUBSTANTIALLY THE SAME WITH THE EXCEPTION OF REMOVAL OF ESCAMBIA COUNTY HOUSING FINANCE AUTHORITY AS SPONSOR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IMMEDIATE SALE-3RD PARTY | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,111,347 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE, PRICE AVERAGING | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PROGRAM SUPPORT | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | SCHEDULE M, LINE 32B: THE FOUNDATION CONTRACTS WITH CHARITABLE ADULT RIDES & SERVICES ("CARS") TO OPERATE ITS VEHICLE DONATION PROGRAM. CARS ACTS AS FOUNDATION'S AUTHORIZED AGENT TO ACCEPT DONATED VEHICLES AND SUBSEQUENTLY SELL THEM AT DEALERS, WHOLESALERS OR AT AUCTIONS. SUBSEQUENT TO THE SALE OF THE VEHCILE(S),CARS REMITS TO THE FOUNDATION PROCEEDS LESS APPLICABLE COMMISSIONS. SCHEDULE M, LINE 26: PROGRAM SUPPORT REPRESENTS NON-CASH CONTRIBUTIONS OF EQUIPMENT, MATERIALS AND OTHER ITEMS DONATED TO VARIOUS UNIVERSITY DEPARTMENTS. A MARKET VALUE OF $1,000 PER GIFT IS ASSIGNED IF THE PERCEIVED VALUE IS GREATER THAN $1,000 BUT LESS THAN $10,000, SINCE THE COST OF APPRAISAL OF OUTSIDE VALUATION WOULD EXCEED THE BENEFIT OF THE DONATION. SCHEDULE M, LINES 1 THROUGH 28: THE NUMBER OF ITEMS RECEIVED ARE REPORTED IN LINES 6, 9, 25, AND 26. THE VALUE OF THE CONTRIBUTIONS RECEIVED ARE REPORTED IN LINES 6, 9, 25, AND 26. |
| SCHEDULE M, LINES 1 THROUGH 28: INKIND SERVICES AND USE OF FACILITIES | THE UNIVERSITY OF WEST FLORIDA FOUNDATION, INC. RECEIVED INKIND SHARED SERVICES OF $768,367 AND PROGRAM SUPPORT SERVICES OF $306,000, VALUED AT COST. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | BOARD OF GOVERNORS MUST APPROVE THE FOUNDATION BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY FOUNDATION STAFF IN CONSULTATION WITH CFO AND SELECTED BOARD OF DIRECTORS. AFTER IMPLEMENTING COMMENTS AND SUGGESTIONS, FOUNDATION STAFF PREPARES THE FORM 990 FOR FILING. A COPY OF FORM 990 IS POSTED TO FOUNDATION'S WEBSITE AND DITRIBUTED TO BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN THE QUESTIONNAIRE. BOARD MEMBERS OR OFFICERS WHO HAVE DECLARED OR HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE OR PARTICIPATE IN DISCUSSION. ANY PROPOSED TRANSACTION IN WHICH A CONFLICT OF INTEREST HAS BEEN DECLARED OR FOUND TO EXIST MUST BE APPROVED BY A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD OR THE APPROPRIATE COMMITTEE OF THE BOARD AFTER DISCLOSURE OF THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY OF WEST FLORIDA'S BOARD OF TRUSTEES DETERMINES AND APPROVES ALL COMPENSATION. THE DETERMINATION INCLUDES CONSIDERING COMPENSATION RELATIVE TO THE MARKET LEVEL FOR THE JOB. CONSIDERATION MAY BE GIVEN TO SUBSTANTIAL, DIRECTLY RELATED EXPERIENCE AND COMPARABLE INTERNAL SALARIES, WHICH MAY INCLUDE FACTORS SUCH AS JOB PERFORMANCE AND LEVEL OF RESPONSIBILITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR WEBSITE AND UPON REQUEST. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WEST FLORIDA | ||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | 592976783 | HIGHER EDUCATION | FL | 115(1) | N/A | N/A | 0 |
| WEST FLORIDA HISTORIC TRUST INC | ||||||||||
| 120 CHURCH STREET | PENSACOLA | FL | 32501 | 237009319 | HISTORIC PRESERVATION | FL | 501(C)(3) | 170(B)(1)(A)(IV) | N/A | 0 |
| UWF BUSINESS ENTERPRISES INC | ||||||||||
| 11000 UNIVERSITY PARKWAY BUILDING 1 | PENSACOLA | FL | 32514 | 320367342 | HIGHER ED DEVELOPMENT | FL | 501(C)(3) | 170(B)(1)(A)(V) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WEST FLORIDA HISTORIC TRUST INC (INVESTMENT HELD BY THE UNIV | ||
| R | $1,035,446 | ACCRUAL ACCOUNTING |
| UNIVERSITY OF WEST FLORIDA (CASH BALANCES HELD BY THE UNIVERSITY) | ||
| S | $402,929 | ACCRUAL ACCOUNTING |
| UNIVERSITY OF WEST FLORIDA (SALARIES AND RELATED COSTS) | ||
| O | $768,000 | ACCRUAL ACCOUNTING |
| UNIVERSITY OF WEST FLORIDA (SCHOLARSHIPS AND PROGRAM SERVICES) | ||
| N | $1,829,737 | ACCRUAL ACCOUNTING |
| UNIVERSITY OF WEST FLORIDA (FUNDRAISING) | ||
| L | $693,623 | ACCRUAL ACCOUNTING |