BARRY UNIVERSITY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARRY UNIVERSITY INC (EIN 59-0624364)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202541329349304539
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T14:02:28+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332621854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI Capin Crouse Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Ave Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry University Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 3058993050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Rosenthal | PersonNm |
| Person Title | VP for Business & Finance | PersonTitleTxt |
| Phone | 3058993050 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daren Daiga | PreparerPersonNm |
| PTIN | P01074795 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Michael Allen | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $199,625,637 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.barry.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | A Catholic institution of higher education, Barry University was founded in 1940 by the Adrian Dominican Sisters. Grounded in the liberal arts tradition, we are a scholarly community committed to the highest academic standards in undergraduate, graduate, and professional education. In the Catholic intellectual tradition, integration of study, reflection, and action inform the intellectual life. Faithful to this tradition, a Barry education and university experience foster individual and communal transformation where learning leads to knowledge and truth, reflection leads to informed action, and a commitment to social justice leads to a collaborative service. Barry University provides opportunities for affirming our Catholic identity, Dominican heritage, and collegiate traditions. Catholic beliefs and values are enriched by ecumenical and interfaith dialogue. Through worship and ritual, we celebrate our religious identity while remaining a university community where all are welcome. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 2464 | TotalEmployeeCnt |
| Total Volunteers | 247 | TotalVolunteersCnt |
| Total Gross UBI | $163,969 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,009,392 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,576,561 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $178,906,592 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $180,293,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $754,828 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,861,711 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,299,800 | PYOtherRevenueAmt |
| CY Other Revenue | $4,161,321 | CYOtherRevenueAmt |
| PY Total Revenue | $194,970,612 | PYTotalRevenueAmt |
| CY Total Revenue | $193,892,698 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,153,718 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,711,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $85,710,298 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $79,710,857 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $83,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $339,527 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,226,532 | PYOtherExpensesAmt |
| CY Other Expenses | $63,652,418 | CYOtherExpensesAmt |
| PY Total Expenses | $204,090,548 | PYTotalExpensesAmt |
| CY Total Expenses | $196,158,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,119,936 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,265,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,695,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,664,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,955,568 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,977,854 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $129,740,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $131,686,993 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Barry University is a Catholic institution of higher education founded by the Adrian Dominican Sisters. With a liberal arts tradition, Barry University is a scholarly community committed to the highest academic standards in undergraduate, graduate and professional education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $117,382,580 | ExpenseAmt |
| Grant | $52,711,939 | GrantAmt |
| Revenue | $163,069,975 | RevenueAmt |
| Desc | Instructional services to graduate and undergraduate students: Founded in 1940, Barry University is a private Catholic university located in Miami Shores, Fla. Barry is committed to providing students with a personalized, values-based education centered on experiential education and service learning with more than 100 degree programs, including healthcare, social work, education, business, leadership, podiatry and law. Barry University is a top-rated university in awarding financial aid packages,making college affordable for underserved students and creatingopportunities for them to achieve social mobility.Barry provides its students with hands-on education that transforms concepts into impact and produces graduates who are leaders in solving society's critical challenges.With enduring commitments to social justice and community service, Barry students are actively involved in community engagement programs, averaging 70,000 hours of community service a year both locally and internationally. Barry students have achieved numerous accolades, including membership in national honor societies, over 90% first-time pass rate on the Physician Assistant National Certifying Exam (PANCE), recognition for their research and scholarly work, and leadership and service through organizations such as the Student Government Association and the Barry University Service Corps.Student athletes at Barry excel in the classroom and have won 28NCAA Division II National Championships. With over 60 student organizations, Greek life, intramural sports and numerous campus events, including athletic events, Barry offers a robust and diverse campus life. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,668,246 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,284,571 | RevenueAmt |
| Desc | Student services and auxiliary enterprises: The Barry University student services include campus ministry, commencement, counseling and psychological services, dean of students, first-year experience, fitness center, international student services, multicultural programs, leadership, orientation, wellness, student conduct, student health, student life and recreation, student union, and wellness. The University's auxiliary enterprises include ten residence halls, the Roussell Dining Hall and other retail and catering options, and the Barry University Bookstore. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,674,757 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $347,660 | RevenueAmt |
| Desc | The Monsignor William Barry Memorial Library (located in Miami Shores, FL) supports the university's educational mission through a comprehensive program of information resources in print, electronic, and streaming formats, as well as interlibrary loan to material not owned or licensed. The resources are complemented by 37 desktop computers, two kiosks with a total of 36 laptops, walk-up scanning station (KIC4), as well as three Newline interactive displays (two are 75 one is 86"). Physical access to the 4-story, 86,000+ sq ft library is provided 93.5 hours a week and includes access to 13 group study rooms, printing, copying, and scanning. The Library shares catalog access with Barry University Dwayne O. Andreas School of Law Library (located in Orlando, FL). Reference librarians at both locations are available to assist with research and reference for students and faculty, either in person or video conferencing tools. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $155,725,583 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | 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 | false | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 7979 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2464 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judith Penate | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058994042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Christopher J Gruchacz | ||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Michael Allen | ||||||||
| President | 40.0 | Yes (X) | Yes (X) | $500,151 | $0 | $198,029 | ||
| Gregory Greene | ||||||||
| Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Heather J Rohan FACHE | ||||||||
| Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John M Bussel | ||||||||
| Vice Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tanya I Davis CPA | ||||||||
| Vice Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Allyson Maynard-Gibson QC LLM | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Amelia Sanchez | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Carlos Arboleda | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher McFarlane CPA JD | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Lawrence Jr | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Denise Kim Beamer JD | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Frank G Persico | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory C Ward Esq | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Greta Enid Matta Trottman Esq | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Henri Crockett | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John D Fumagalli | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John S Steinberg DPM | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joy Taylor | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin W Shaughnessy Esq | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Topping Morris | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda O Perez Esq | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Allen | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew J Muhart | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Msgr Chanel Jeanty JCL | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Nelson Fonseca Jr | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Phillis Oeters | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pieter van der Heide | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr Mary Ann Caufield OP | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr Patricia Siemen OP JD | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr Rosemary T Finnegan OP | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William R O'Donnell PE SECB | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Xavier Gonzalez | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Pugh | ||||||||
| VP for University Administration | 40.0 | Yes (X) | $214,760 | $0 | $31,846 | |||
| John Murray | ||||||||
| Provost | 40.0 | Yes (X) | $272,858 | $0 | $38,086 | |||
| Pablo Ortiz | ||||||||
| Provost | 40.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Rosenthal | ||||||||
| VP for Business & Finance | 40.0 | Yes (X) | $249,195 | $0 | $38,171 | |||
| Ioan Daraban | ||||||||
| Dean, Business and Public Administration | 40.0 | $238,848 | $0 | $20,481 | Yes (X) | |||
| John McFadden | ||||||||
| Dean, Nursing & Health Sciences | 40.0 | $234,706 | $0 | $20,510 | Yes (X) | |||
| Julie Isha | ||||||||
| VP for Enrollment and Marketing | 40.0 | $230,875 | $0 | $9,865 | Yes (X) | |||
| Karen Callaghan | ||||||||
| Dean, College of Arts & Sciences | 40.0 | $176,380 | $0 | $17,622 | Yes (X) | |||
| Leticia Diaz | ||||||||
| Dean, Law | 40.0 | $265,035 | $0 | $34,079 | Yes (X) | |||
| Robert Snyder | ||||||||
| Dean, School of Podiatric Medicine | 40.0 | $325,204 | $0 | $14,537 | Yes (X) | |||
| Yvette Koottungal | ||||||||
| Vice President for Strategic Initiatives | 40.0 | $224,195 | $0 | $37,945 | Yes (X) | |||
| Cherison Cuffy | ||||||||
| Assistant Professor, Podiatric Medicine | 40.0 | $285,148 | $0 | $38,642 | Yes (X) | |||
| Jacqueline Brill | ||||||||
| Professor, Podiatric Medicine | 40.0 | $284,816 | $0 | $30,948 | Yes (X) | |||
| James Losito | ||||||||
| Professor, Podiatric Medicine | 40.0 | $236,760 | $0 | $35,007 | Yes (X) | |||
| Luis Rodriguez Anaya | ||||||||
| Associate Professor, Podiatric Medicine | 40.0 | $188,752 | $0 | $29,840 | Yes (X) | |||
| Manuel Tejeda | ||||||||
| Professor, Management | 40.0 | $257,099 | $0 | $20,789 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,184,782 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $616,397 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 154 | 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 |
|---|---|---|---|---|---|
| Compass Group | |||||
| 2400 Yorkmont Road | Carlotte | NC | 28217 | Food services | $4,670,604 |
| Allied Universal | |||||
| 161 Washington Street Suite 600 E | Conshohocken | PA | 19428 | Security services | $2,457,448 |
| ABM Industry Groups LLC | |||||
| 14141 Southwest Freeway Suite 400 | Sugar Land | TX | 77478 | Custodial/ground services | $2,342,532 |
| Relevant Brands Inc | |||||
| 800 Douglas Road La Puerta del So | Coral Gables | FL | 33134 | Marketing/recruiting services | $861,442 |
| Dade Construction Corp | |||||
| 12240 SW 131 Avenue | Miami | FL | 33186 | Construction services | $681,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 48 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $77,010 | FundraisingAmt |
| Government Grants | $1,982,279 | GovernmentGrantsAmt |
| All Other Contributions | $5,517,272 | AllOtherContributionsAmt |
| Noncash Contributions | $1,333,125 | NoncashContributionsAmt |
| Total Contributions | $7,576,561 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611310 | $162,012,715 | $162,012,715 | |
| Auxiliary Enterprises | 611310 | $14,855,462 | $14,855,462 | |
| Podiatric Clinic | 900099 | $2,330,261 | $2,330,261 | |
| Student Fees | 611310 | $840,348 | $840,348 | |
| Athletic facilities | 611310 | $254,319 | $90,350 | $163,969 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $180,293,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,364,751 | TotalRevenueColumnAmt |
| Exclusion | $1,364,751 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,040 | TotalRevenueColumnAmt |
| Exclusion | $5,040 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $638,225 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $638,225 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $638,225 | TotalRevenueColumnAmt |
| Exclusion | $638,225 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,561,758 | SecuritiesAmt |
| Other | $564,027 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,591,840 | SecuritiesAmt |
| Other | $42,025 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$30,082 | SecuritiesAmt |
| Other | $522,002 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $491,920 | TotalRevenueColumnAmt |
| Exclusion | $491,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $77,010 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $99,074 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,974 | TotalRevenueColumnAmt |
| Exclusion | -$49,974 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,823,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,823,803 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,749,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,749,267 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,573,070 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,892,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,702,206 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $163,969 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,449,962 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,711,939 | TotalAmt |
| Program Services | $52,711,939 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,429,120 | TotalAmt |
| Program Services | $2,684,980 | ProgramServicesAmt |
| Management And General | $737,442 | ManagementAndGeneralAmt |
| Fundraising | $6,698 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,941 | TotalAmt |
| Program Services | $166,620 | ProgramServicesAmt |
| Management And General | $45,905 | ManagementAndGeneralAmt |
| Fundraising | $416 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,401,790 | TotalAmt |
| Program Services | $49,719,354 | ProgramServicesAmt |
| Management And General | $13,557,731 | ManagementAndGeneralAmt |
| Fundraising | $124,705 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,054 | TotalAmt |
| Program Services | $1,290,061 | ProgramServicesAmt |
| Management And General | $379,781 | ManagementAndGeneralAmt |
| Fundraising | $2,212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,438,802 | TotalAmt |
| Program Services | $4,900,423 | ProgramServicesAmt |
| Management And General | $1,523,993 | ManagementAndGeneralAmt |
| Fundraising | $14,386 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,556,150 | TotalAmt |
| Program Services | $3,611,015 | ProgramServicesAmt |
| Management And General | $935,540 | ManagementAndGeneralAmt |
| Fundraising | $9,595 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,481 | TotalAmt |
| Program Services | $9,268 | ProgramServicesAmt |
| Management And General | $163,213 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,001 | TotalAmt |
| Program Services | $25,760 | ProgramServicesAmt |
| Management And General | $482,241 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,520 | TotalAmt |
| Management And General | $117,520 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,000 | TotalAmt |
| Fundraising | $83,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,925 | TotalAmt |
| Program Services | $142,117 | ProgramServicesAmt |
| Management And General | $84,808 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,608,563 | TotalAmt |
| Program Services | $6,175,924 | ProgramServicesAmt |
| Management And General | $2,425,974 | ManagementAndGeneralAmt |
| Fundraising | $6,665 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,060,902 | TotalAmt |
| Program Services | $518,614 | ProgramServicesAmt |
| Management And General | $1,493,897 | ManagementAndGeneralAmt |
| Fundraising | $48,391 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,608 | TotalAmt |
| Program Services | $2,326,891 | ProgramServicesAmt |
| Management And General | $228,824 | ManagementAndGeneralAmt |
| Fundraising | $8,893 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,045,744 | TotalAmt |
| Program Services | $477,550 | ProgramServicesAmt |
| Management And General | $5,567,133 | ManagementAndGeneralAmt |
| Fundraising | $1,061 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,259,947 | TotalAmt |
| Program Services | $5,311,349 | ProgramServicesAmt |
| Management And General | $924,314 | ManagementAndGeneralAmt |
| Fundraising | $24,284 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,193 | TotalAmt |
| Program Services | $1,384,141 | ProgramServicesAmt |
| Management And General | $135,531 | ManagementAndGeneralAmt |
| Fundraising | $521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,123 | TotalAmt |
| Program Services | $271,066 | ProgramServicesAmt |
| Management And General | $76,932 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,982 | TotalAmt |
| Program Services | $957,021 | ProgramServicesAmt |
| Management And General | $190,961 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,837,664 | TotalAmt |
| Program Services | $8,254,362 | ProgramServicesAmt |
| Management And General | $1,583,302 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,046,401 | TotalAmt |
| Program Services | $317,057 | ProgramServicesAmt |
| Management And General | $4,729,344 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Services | $5,630,286 | $5,368,504 | $253,207 | $8,575 |
| Repairs/Maintenance | $3,895,280 | $2,893,075 | $1,002,205 | |
| Bad Debt | $3,056,505 | $446,540 | $2,609,965 | |
| Security | $2,860,917 | $2,385,542 | $475,375 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,744,376 | TotalAmt |
| Program Services | $3,376,410 | ProgramServicesAmt |
| Management And General | $367,966 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,158,214 | TotalAmt |
| Program Services | $155,725,583 | ProgramServicesAmt |
| Management And General | $40,093,104 | ManagementAndGeneralAmt |
| Fundraising | $339,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,125,840 | BOYAmt |
| EOY | $12,080,113 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,319,709 | BOYAmt |
| EOY | $13,750,558 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,630,803 | BOYAmt |
| EOY | $3,006,513 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,508 | BOYAmt |
| EOY | $1,795,131 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,926 | BOYAmt |
| EOY | $553,949 | 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 | $7,127,967 | BOYAmt |
| EOY | $5,993,220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,335,693 | BOYAmt |
| EOY | $7,004,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $257,194,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,988,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,754,118 | BOYAmt |
| EOY | $105,205,518 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,193,252 | BOYAmt |
| EOY | $28,768,374 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,118,884 | BOYAmt |
| EOY | $27,965,788 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,397,039 | BOYAmt |
| EOY | $4,980,839 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,477 | BOYAmt |
| EOY | $504,510 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,660 | BOYAmt |
| EOY | $2,056,058 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,695,876 | BOYAmt |
| EOY | $213,664,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,887,552 | BOYAmt |
| EOY | $11,703,524 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,573 | BOYAmt |
| EOY | $1,607,968 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,004,321 | BOYAmt |
| EOY | $47,632,813 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,297 | BOYAmt |
| EOY | $1,402,344 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,639,825 | BOYAmt |
| EOY | $19,631,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,955,568 | BOYAmt |
| EOY | $81,977,854 | 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 | $82,564,322 | BOYAmt |
| EOY | $80,395,305 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,175,986 | BOYAmt |
| EOY | $51,291,688 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,740,308 | BOYAmt |
| EOY | $131,686,993 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,695,876 | BOYAmt |
| EOY | $213,664,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,265,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,216,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,012 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $8,894,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,944,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,894,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,009,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,576,562 | CurrentTaxYearAmt |
| Total | $62,319,046 | 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 | $8,894,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,944,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,894,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,009,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,576,562 | CurrentTaxYearAmt |
| Total | $62,319,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,468,719 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,850,327 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,510,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,173,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,376,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,187,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,008,016 | CurrentTaxYearAmt |
| Total | $12,255,483 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $5,376 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,082,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,213,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,761,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,652,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,573,070 | CurrentTaxYearAmt |
| Total | $15,282,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,862,520 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $918,981,851 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6771 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6548 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - OTHER INCOME, COLUMN A - 3082162.0, COLUMN B - 2213606.0, COLUMN C - 2761754.0, COLUMN D - 3652023.0, COLUMN E - 3573070.0, COLUMN F - 15282615.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $73,102 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $44,418 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $117,520 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Between July 1, 2023 through June 30, 2024, Barry University advocated for government support at the local, state and federal levels via in-person visits, email, telephone, and U.S. mail. As a member of the Independent Colleges and Universities of Florida (ICUF), Barry University advocated for legislation that would expand government support and funding for independent colleges and universities. Further, as a member of the Hispanic Association of Colleges and Universities (HACU), Barry University appealed to elected officials for support of Hispanic-serving institutions. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 6.2 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 80.0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,000 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $186,476 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,988,781 | BeginningYearBalanceAmt |
| Contributions | $795,026 | ContributionsAmt |
| Investment Earnings Or Losses | $4,854,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $731,288 | GrantsOrScholarshipsAmt |
| Other Expenditures | $154,604 | OtherExpendituresAmt |
| End Year Balance | $58,752,320 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,943,246 | BeginningYearBalanceAmt |
| Contributions | $897,023 | ContributionsAmt |
| Investment Earnings Or Losses | $3,938,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $785,596 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,817 | OtherExpendituresAmt |
| End Year Balance | $53,988,781 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,487,883 | BeginningYearBalanceAmt |
| Contributions | $461,786 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,131,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $703,771 | GrantsOrScholarshipsAmt |
| Other Expenditures | $171,440 | OtherExpendituresAmt |
| End Year Balance | $49,943,246 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,993,199 | BeginningYearBalanceAmt |
| Contributions | $415,031 | ContributionsAmt |
| Investment Earnings Or Losses | $9,702,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $677,632 | GrantsOrScholarshipsAmt |
| Other Expenditures | $945,371 | OtherExpendituresAmt |
| End Year Balance | $54,487,883 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,448,212 | BeginningYearBalanceAmt |
| Contributions | $745,043 | ContributionsAmt |
| Investment Earnings Or Losses | $422,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $428,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $194,297 | OtherExpendituresAmt |
| End Year Balance | $45,993,199 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3492 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6508 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | 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 | $7,803,612 | OtherCostOrOtherBasisAmt |
| Book Value | $7,803,612 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,156,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,034,488 | DepreciationAmt |
| Book Value | $82,122,421 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,926,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,954,146 | DepreciationAmt |
| Book Value | $10,972,267 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,307,218 | OtherCostOrOtherBasisAmt |
| Book Value | $4,307,218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,205,518 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Corporate bonds | $6,015,991 | F |
| Land and building held for investment | $14,350,000 | F |
| Hedge funds | $1,332,292 | F |
| Other investments | $394,909 | F |
| Beneficial Interest in Perpetual Trust | $5,872,596 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,965,788 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Student Deposits | $9,796,254 |
| Other liabilities | $7,751,136 |
| Operating Lease Liabilities | $2,083,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,631,205 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $145,502,184 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,216,213 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,150 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $99,074 | OtherRevenueAmt |
| Revenue Not Reported | $4,325,437 | RevenueNotReportedAmt |
| Revenue Subtotal | $141,176,747 | RevenueSubtotalAmt |
| Other Revenues Not Included | $52,715,951 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,715,951 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $193,892,698 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $143,555,499 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,150 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $99,074 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $109,224 | ExpensesNotReportedAmt |
| Expenses Subtotal | $143,446,275 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $52,711,939 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,711,939 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $196,158,214 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 5 Conservation easements policy | The Barry University School of Law shall take reasonable steps to monitor compliance with the restrictions placed on the property by the conservation easement. Facilities Staff will regularly physically 'walk' the property to look for and rectify any violations. The School of Law has contracted with an outside vendor to maintain the aquatic health of the pond that is located in the easement area. Should any violations occur that are beyond the abilities of the Law School to rectify, the main campus Facilities Department of Barry University shall be notified. |
| Schedule D, Part II, Line 9 Conservation easements financial reporting | The University records the easement in its statement of financial position as part of the cost of the land purchased for the University's law school in Orlando. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The collection of books relates to theology, philosophy, religious studies, and supporting disciplines. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The University's unrestricted endowments are restricted by the University's Board of Trustees. The Board can appropriate as much of the net appropriation on board-designated endowments as is prudent considering the University's present and anticipated financial requirements, expected total return on investments, price level trends, and general economic conditions. The income derived from permanently restricted endowed funds is to be used for various programs sponsored by the University in accordance with the donor's wishes and is classified as restricted or net assets with donor restrictions, in accordance with the donor's wishes. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The University is exempt from federal and state income taxes under Section 501(a) of the Internal Revenue Code (the Code) as an organization described in Section 501(c)(3) of the Code. Accordingly, the financial statements do not include an income tax provision, except for certain taxable transactions. The University complies with the provisions of Accounting Standards Codification ("ASC") 740 (formerly Financial Accounting Standard Board Interpretation ("FASB") No. 48, Accounting for Uncertainty in Income Taxes-An Interpretation of FASB Statement No. 109 ("FIN 48"). Under ASC 740, the University must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. Management of the University does not believe there are any material uncertain tax positions and accordingly has not recognized any liability for unrecognized tax benefits. The University has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the University has filed Internal Revenue Service Form 990 tax returns as required and all other applicable returns in those jurisdictions where it is required. The University believes that it is no longer subject to U.S. federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2020. However, the University is still open to examination by taxing authorities from fiscal year 2020 forward. For the years ended June 30, 2024 and 2023, there was no interest or penalties recorded or included in the statements of activities and changes in net assets. Earnings from unrelated business activities were not significant for the years ended June 30, 2024 and 2023. Accordingly, no provision for income taxes has been made in the accompanying financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special Event Expense - 99074 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Scholarships netted with revenue - 52711939 change in cash surrender value - 4012 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Special Event Expenses - 99074 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Scholarships netted with revenue - 52711939 |
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 RACIALLY NONDISCRIMINATORY POLICY | The organization currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(c). The organization publicized its racially nondiscriminatory policy on the homepage of its website at all times during its tax year in a manner reasonably expected to be noticed by visitors. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | Barry University receives assistance from Title IV programs including Federal Pell Grant Program, Federal Supplemental Education Opportunity Grant, Federal Work-Study Program, etc. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 18 | Program Services | Graduate Education Teaching | $72,083 |
| Central America and the Caribbean | 0 | 0 | Investments | $1,332,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 18 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Subtotal Spent | $1,404,375 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,404,375 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maia McGill Consulting LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Biscayne Blvd 4403 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising and grant soliciations | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $83,000 | RetainedByContractorAmt |
| Net To Organization | -$83,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $83,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$83,000 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $67,390 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,940 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,450 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,104 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $24,284 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,822 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,708 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,084 | OtherDirectExpensesEvent1Amt |
| Event2 | Alumni Reunion | Event2Nm |
| Gross Receipts Event2 | $58,720 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $45,070 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,650 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,205 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,406 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,850 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $13,611 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $126,110 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $77,010 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,100 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,104 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,489 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,228 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,558 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,695 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,074 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,974 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b | FormAndLineReferenceDesc |
| Explanation | The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Scholarships/Awards | GrantTypeTxt |
| Recipient | 3606 | RecipientCnt |
| Cash Grant | $52,711,939 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The University awards grants, scholarships & student loans based on various, predefined criteria. Students must qualify for the assistance. Student enrollment and continuing eligibility are verified on an ongoing basis. No cash changes hands and funds are directly applied to student accounts. The Higher Education Emergency Relief Fund (HEERF) awarded from the U.S. Department of Education to support direct assistance to students affected by the COVID-19 pandemic was fully spent as of June 30, 2023. There were zero funds spent as of June 30, 2024. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (true) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Michael Allen | ||||||||||||||
| President | $488,151 | $0 | $0 | $0 | $12,000 | $0 | $20,480 | $0 | $177,549 | $0 | $698,180 | $0 | $0 | $0 |
| Jennifer Pugh | ||||||||||||||
| VP for University Administration | $214,760 | $0 | $0 | $0 | $0 | $0 | $8,940 | $0 | $22,906 | $0 | $246,606 | $0 | $0 | $0 |
| John Murray | ||||||||||||||
| Provost | $272,858 | $0 | $0 | $0 | $0 | $0 | $11,265 | $0 | $26,821 | $0 | $310,944 | $0 | $0 | $0 |
| Susan Rosenthal | ||||||||||||||
| VP for Business & Finance | $249,195 | $0 | $0 | $0 | $0 | $0 | $10,445 | $0 | $27,726 | $0 | $287,366 | $0 | $0 | $0 |
| Ioan Daraban | ||||||||||||||
| Dean, Business and Public Administration | $238,848 | $0 | $0 | $0 | $0 | $0 | $9,645 | $0 | $10,836 | $0 | $259,329 | $0 | $0 | $0 |
| John McFadden | ||||||||||||||
| Dean, Nursing & Health Sciences | $234,706 | $0 | $0 | $0 | $0 | $0 | $9,464 | $0 | $11,046 | $0 | $255,216 | $0 | $0 | $0 |
| Julie Isha | ||||||||||||||
| VP for Enrollment and Marketing | $230,875 | $0 | $0 | $0 | $0 | $0 | $9,245 | $0 | $620 | $0 | $240,740 | $0 | $0 | $0 |
| Karen Callaghan | ||||||||||||||
| Dean, College of Arts & Sciences | $176,380 | $0 | $0 | $0 | $0 | $0 | $7,145 | $0 | $10,477 | $0 | $194,002 | $0 | $0 | $0 |
| Leticia Diaz | ||||||||||||||
| Dean, Law | $265,035 | $0 | $0 | $0 | $0 | $0 | $10,945 | $0 | $23,134 | $0 | $299,114 | $0 | $0 | $0 |
| Robert Snyder | ||||||||||||||
| Dean, School of Podiatric Medicine | $325,204 | $0 | $0 | $0 | $0 | $0 | $13,045 | $0 | $1,492 | $0 | $339,741 | $0 | $0 | $0 |
| Yvette Koottungal | ||||||||||||||
| Vice President for Strategic Initiatives | $224,195 | $0 | $0 | $0 | $0 | $0 | $9,445 | $0 | $28,500 | $0 | $262,140 | $0 | $0 | $0 |
| Cherison Cuffy | ||||||||||||||
| Assistant Professor, Podiatric Medicine | $285,148 | $0 | $0 | $0 | $0 | $0 | $11,853 | $0 | $26,789 | $0 | $323,790 | $0 | $0 | $0 |
| Jacqueline Brill | ||||||||||||||
| Professor, Podiatric Medicine | $284,816 | $0 | $0 | $0 | $0 | $0 | $11,693 | $0 | $19,255 | $0 | $315,764 | $0 | $0 | $0 |
| James Losito | ||||||||||||||
| Professor, Podiatric Medicine | $236,760 | $0 | $0 | $0 | $0 | $0 | $7,458 | $0 | $27,549 | $0 | $271,767 | $0 | $0 | $0 |
| Luis Rodriguez Anaya | ||||||||||||||
| Associate Professor, Podiatric Medicine | $188,752 | $0 | $0 | $0 | $0 | $0 | $3,983 | $0 | $25,857 | $0 | $218,592 | $0 | $0 | $0 |
| Manuel Tejeda | ||||||||||||||
| Professor, Management | $257,099 | $0 | $0 | $0 | $0 | $0 | $10,374 | $0 | $10,415 | $0 | $277,888 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | First-class travel is provided and treated as non-taxable compensation to the President. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Housing Allowance & Personal Services: As a condition of employment, and as a convenience to the University, the President is provided a University-owned home. The University uses this home extensively for University functions and provides grounds care at all times and housekeeping when there is an event. The home is provided as a nontaxable benefit to the President because it is required in his contract and he resides there for the convenience of the University. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The University pays the membership dues for an airline travel club and a country club for the President. These memberships are used for bona-fide business purposes and therefore, are treated as non-taxable. |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | Clinical Faculty Physicians in the School of Podiatric Medicine received a percent of gross revenue collected for services at the teaching clinics. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Higher Educational Facilities Financing Authority | ||||||||
| A | 900058227 | 000000000 | 2022-03-24 | $35,352,000 | See Part VI | false | false | false |
| Higher Educational Facilities Financing Authority | ||||||||
| B | 900058227 | 000000000 | 2022-07-28 | $18,902,000 | See Part VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,712,000 | $35,365,896 | $268,797 | $4,267,946 | $28,083,203 | $2,745,950 | Yes (true) | Yes (true) | false | Yes (true) | ||
| B | $2,542,000 | $18,902,000 | $196,840 | $18,641,759 | Yes (true) | false | Yes (true) | Yes (true) | $63,401 | 2012 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0.0 | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) Bond A | Pt. I, Line B - 2022A Higher Educational Facilities Financing - The purpose of the bond issue is to fully refund the Series 2011 Bonds issued 08/02/11, fund various capital projects in the amount of $7,000,000, and fund transaction costs. 2022B Higher Education Financing Authority - The purpose of the bond issue is to fully refund the 2021 BBVA Loan Bonds, and fund certain transaction costs. |
| Schedule K, Part I, Column (f) Bond B | PT. I, LINE B - EDUCATIONAL FACILITIES REVENUE BOND (BARRY UNIVERSITY PROJECT), SERIES 2022C - THE PURPOSE OF THE BOND ISSUE IS TO FULLY REFUND THE SERIES 2012 BONDS ISSUED 03/28/12, AND FUND TRANSACTION COSTS. |
| Schedule K, Part II, Line 3 Bond A | The difference between Pt. II Line 3 total proceeds of issue, and issue price per Form 8038 is due to investment earnings. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Michael Allen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | President | RelationshipWithOrgTxt |
| Loan Purpose | Split Dollar Loan - Life Insurance | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $525,000 | OriginalPrincipalAmt |
| Balance Due | $553,949 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $553,949 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Laura Alonso-Gallo | |||
| Family member of Vice Chairperson, John Bussel | $124,355 | W-2 Wages and Benefits | false |
| Rebecca Murray | |||
| Family member of Provost, John Murray | $13,553 | W-2 Wages and Benefits | false |
| Mary Elizabeth Allen | |||
| Family member of Board Member, Matthew Allen | $71,633 | W-2 Wages and benefits | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $757,099 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $169,991 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Podiatry Practice | 1 | $320,458 | Market value |
| Yes (X) | Supplies/Gift Cards | 8 | $60,913 | Market value |
| Yes (X) | Medical equipment | 1 | $19,542 | Market value |
| Yes (X) | food/beverages | 4 | $5,122 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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 | FormAndLineReferenceDesc |
| Explanation | The number of contributions represents the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Composition of the Executive Committee of the Board: The Board will have an Executive Committee consisting of the Chairperson of the Board and not less than five (5) other Trustees. The Executive Committee will include at least one (1) member of the Sponsoring Congregation, which shall be the Prioress of the Sponsoring Congregation or a Board member designated by the Prioress. The Chairperson of the Board is also the Chairperson of the Executive Committee. The Vice Chairpersons of the Board and Chairperson of each Committee of the Board will also be members of the Executive Committee. The Secretary of the Board ("Board Secretary"), who must be a Trustee, will also be a member of the Executive Committee. The President shall be a member of the Executive Committee; as a member of the Executive Committee the President will have the power to vote and will be counted as a member of the Executive Committee for the purpose of determining a quorum except when the subject of the vote creates a conflict of interest pursuant to Article XII (eg. President's compensation, removal, or other conflict as determined by the Board). The Chairperson of the Board shall be empowered to invite the immediate past Chairperson to serve on the Executive Committee. Scope of the Committee's authority: When the Board is not in session and prudent management requires prompt action, the Executive Committee shall exercise all of the authority of the Board in the management of the Corporation except as such authority is limited by resolution of the Board, and any such action shall be submitted to the Board at its next meeting for review. Actions by the Executive Committee, as described in this provision, shall be used sparingly and shall not be abused. A majority of the members of the Executive Committee shall constitute a quorum for the transaction of business. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The University's Sponsoring Congregation selects up to three Sisters to serve as Trustees, one of which shall be the Prioress of the Sponsoring Congregation or the Prioress' designee. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The following matters require the approval of the Sponsoring Congregation's Prioress and General Council or their designee: - any changes to the purposes and mission of the organization - the slate of nominees for appointment to the President of the organization - any amendments to the Articles or Bylaws of the organization that affect the powers or rights of the Sponsoring Congregation - the nominees to the Board and selecting those persons to be appointed as the Sponsoring Congregation Trustees - the purchase, sale, lease or mortgage of real property of the organization in an amount more than $5,000,000 for purchases, sale, and mortgages and more than $50,000 per month for leases - the merger or dissolution of the organization and upon approval of dissolution, the approval of the disposition of the assets of the organization as set forth in the Articles |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Barry University uses the following process to review the Form 990. An external tax firm prepares the return with input from the University's controller. The Vice President of Business and Finance reviews, approves, and signs the return. A public inspection copy of the reviewed Form 990 is then provided to the Board of Trustees prior to filing with the IRS. The external tax firm electronically files the return on or before the due date including extensions. |
| Form 990, Part VI, Line 12c Conflict of interest policy | On an annual basis, under the conflict of interest policy, each covered person shall execute an annual disclosure statement disclosing the facts related to any covered relationship. Ongoing: a covered person shall disclose the existence and nature of any covered relationship and all material facts prior to the consideration of a proposed transaction or arrangement by the board (for a trustee or the President) or the President's Cabinet (for covered persons not trustees). In the event that a potential conflict of interest arises at a board meeting for a trustee or the President, the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the board. In the event that a potential conflict of interest arises outside a board meeting and/or for a covered person not a trustee, then the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the President's Cabinet. After disclosure by a trustee or the President to the board of a covered relationship and all material facts, and after any discussion with the covered person, he/she shall leave the board meeting while the determination of a conflict of interest is discussed and voted upon. After disclosure by anyone other than a trustee to the President's Cabinet of a covered relationship and all material facts, and after any discussion with the covered person, the President's Cabinet will discuss and vote upon the determination of a conflict of interest. A covered person that is a trustee or the President may make a presentation to the board, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the financial transaction or arrangement that causes a conflict of interest. The board of trustees or the President's Cabinet will then deliberate to independently determine if possible conflict of interest identified will be approved by the appropriate body to ensure adherence to the conflict of interest policy. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The President's compensation is reviewed annually; comparable data/information is reviewed. The compensation is in keeping with the University's guidelines. The Chairperson and the Executive Committee of the Board conduct the annual evaluation of the President. The discussions and decisions form part of the minutes to the board of trustees meeting. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Compensation for all other officers and key employees is approved through HR in collaboration with the President, VP, or Provost responsible for the area. HR uses compensation benchmark data for all University positions and documents the approval process through automated business process workflows in its system of record. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University makes its governing documents, conflict of interest policy, and audited financial statements available to the public upon request. The 990 return of organization exempt from tax is public information. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Income - Total Revenue: 1749267, Related or Exempt Function Revenue: 1749267, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in cash surrender value - -4012; |
| Schedule F, Part IV, Line 3 | The organization has analyzed its ownership in the foreign corporation and has determined that it does not meet the reporting thresholds for Form 5471. |
| Schedule F, Pt. IV, Line 4 | The organization has analyzed its ownership in the passive foreign investment company and has determined that it does not meet the reporting thresholds for Form 8621. |