2022-06-15T11:15:09-05:00 2021-07-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2020-08-01 412096004 ANA G MENDEZ UNIVERSITY INC ANAG 4075636501 5575 S SEMORAN BLVD SUITE 505 ORLANDO FL 32822 NICHOLAS NATALIZIO VP OF ADMIN. AND OPERATIONS 4075636501 2022-06-15 1 NICHOLAS NATALIZIO XXX-XX-XXXX HARRY E HARP CPA P00176471 4077405400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X NICHOLAS NATALIZIO 5575 S SEMORAN BLVD SUITE 505 ORLANDO FL 32822 37591534 0 X WWW.AGMU.EDU X 2003 DE TO PROVIDE INSTRUCTIONAL ACTIVITIES FOR THE PURPOSE OF IMPROVING STUDENTS' CAPABILITIES. 7 6 208 0 0 0 2530000 3232400 36251425 34017484 -10716 -75662 0 0 38770709 37174222 65647 35148 0 0 20378835 18343586 0 0 0 16709730 17624146 37154212 36002880 1616497 1171342 12589981 13019844 14943551 14225883 -2353570 -1206039 X ANA G MENDEZ UNIVERSITY INC.'S MISSION IS TO IMPROVE STUDENTS' CAPABILITIES BY PROVIDING A REGULAR FACULTY AND A REGULARLY ENROLLED BODY OF STUDENTS AT LOCATIONS, INCLUDING ONLINE, WHERE EDUCATIONAL ACTIVITIES ARE REGULARLY CARRIED ON. 0 1 26575416 35148 34017484 ANA G MENDEZ UNIVERSITY, INC. OPERATES ACCELERATED, DUAL LANGUAGE EDUCATIONAL PROGRAMS THAT EDUCATE STUDENTS NOT ONLY IN THEIR AREA OF SPECIALTY, BUT MAXIMIZE STUDENTS' LINGUISTIC SKILLS IN ENGLISH AND IN SPANISH THROUGH CREATING EDUCATIONAL PRODUCTS AND SERVICES DESIGNED TO MEET THE NEEDS AND EXPECTATIONS OF THE COMMUNITY, FACILITATING ACCESS TO QUALITY HIGHER EDUCATION, ESTABLISHING EDUCATIONAL FACILITIES TO SERVE SPECIFIC MARKETS AND DEVELOPING STRATEGIC PARTNERSHIPS WITH OTHER EDUCATIONAL ENTITIES. 26575416 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 79 0 1 208 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4075636501 5575 S SEMORAN BLVD SUITE 505 ORLANDO FL 32822 LUIS ZAYAS-SEIJO FORMER VICE PRESIDENT OF STRATEGIC DEVELOPMENT 40.00 X 328065 0 21737 JOSE F MENDEZ MENDEZ PRESIDENT 40.00 X X 239333 0 30931 NICHOLAS NATALIZIO VP OF ADMINISTRATION AND OPERATIONS 40.00 X 181761 0 11763 ILIA Y MATOS VICE CHANCELLOR OF INSTITUTIONAL RELATIONS 40.00 X 174481 0 11837 RICARDO RODRIGUEZ DOMENECH EXECUTIVE VICE PRESIDENT 40.00 X 156850 0 0 ROXANNA PIETRI - END 10012020 FORMER EXECUTIVE COORDINATOR OF ACADEMIC AFFAIRS 40.00 X 144397 0 9260 EDUARDO J CASES BUSINESS DEVELOPMENT DIRECTOR 40.00 X 132149 0 8452 MIRIAM I SILVA ASSOCIATE DIRECTOR OF NURSING 40.00 X 127445 0 10109 SYNDIA NAZARIO-CARDONA ASSOC. VP OF GOVERNMENT AFFAIRS AND COMM. REL 40.00 X 125398 0 11313 ALEX RODRIGUEZ ASSOCIATE VP OF ADMINISTRATION 40.00 X 125150 0 32065 LUIS A BURGOS FELICIANO FULL TIME FACULTY 40.00 X 120166 0 11407 RUPERT ACOSTA DIRECTOR OF ADMISSIONS 40.00 X 116559 0 30931 GINO Q NATALICCHIO CHANCELLOR 40.00 X 72869 0 0 TOM KENNEDY CHAIR 5.00 X X 0 0 0 HERMINIO MARTINEZ CHAIR 5.00 X X 0 0 0 UBALDO CATASUS BOARD MEMBER 5.00 X 0 0 0 OSCAR JIMENEZ BOARD MEMBER 5.00 X 0 0 0 ALEXIS MARTINEZ BOARD MEMBER 5.00 X 0 0 0 RENE SOTO TORRES BOARD MEMBER 5.00 X 0 0 0 2044623 0 189805 22 1 1 0 ELEVEN COMMUNICATIONS INC 8321 NEMOURS PARKWAY ORLANDO FL 32827 ADVERTISING SERVICES 1198316 SENSIS AGENCY INC 818 S BROADWAY SUITE 1100 LOS ANGELES CA 90014 ADVERTISING SERVICES 566221 ASSESSMENT TECHNOLOGIES INSTITUTE LLC 62277 COLLECTIONS CENTER DR CHICAGO IL 60693 STUDENT NURSING REVIEW 436461 GLU CORP 175 SW 7TH ST SUITE 1818 MIAMI FL 33130 ADVERTISING SERVICES 402417 SOUTHEAST PROTECTION 5734 S SEMORAN BLVD ORLANDO FL 32822 SECURITY SERVICES 191799 13 3232400 3232400 EDUCATION SERVICE FEES 611310 34017484 34017484 34017484 341650 417312 -75662 -75662 -75662 37174222 34017484 0 -75662 35148 35148 1183233 345760 837473 13363352 11346817 2016535 2490223 1834617 655606 1306778 1055259 251519 230980 230980 100430 100430 1165526 912285 253241 3168239 3168239 234378 168056 66322 40034 2002 38032 5730687 5156190 574497 242528 242528 19579 15006 4573 137630 6798 130832 1073973 808326 265647 247043 165466 81577 STUDENT SERVICES 2212819 1923135 289684 DISCONTINUED OPERATIONS 2055224 2007648 47576 CLASSROOM MATERIALS 237465 237465 RESEARCH AND DEVELOPMEN 230480 230480 497131 324958 172173 36002880 26575416 9427464 0 2143419 1907284 5000000 4191363 1212461 835582 15770506 9939028 3948436 5831478 285665 254137 12589981 13019844 805820 1538943 720598 613172 2775989 5074403 3232400 0 7408744 6999365 14943551 14225883 X -2353570 -1206039 -2353570 -1206039 12589981 13019844 X 1171342 -23811 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2528620 101029 2427591 3155948 2062828 1093120 6807996 5152540 1655456 3277942 2622631 655311 5831478 DUE TO SUAGM 5944905 FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 47865 DEFERRED PAYROLL TAXES 541271 DEFERRED COMPENSATION LIABILITY 465324 6999365 X 37150411 -23811 -23811 37174222 0 37174222 36002880 0 36002880 0 36002880 PART X, LINE 2: AGMU WAS FORMED AS A CORPORATION UNDER THE LAWS OF THE STATE OF DELAWARE IN APRIL 2003. DURING THE YEAR ENDED JULY 31, 2018, AGMU APPLIED FOR TAX-EXEMPT STATUS IN CONNECTION WITH ITS CORPORATE RESTRUCTURING. IN SEPTEMBER 2018, AGMU WAS GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH AN EFFECTIVE DATE OF AUGUST 23, 2017. ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. AS OF JULY 31, 2021, WITH CERTAIN EXCEPTIONS, AGMU IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL OR STATE TAXING AUTHORITIES FOR ANY YEARS PRIOR TO THE THREE MOST RECENT TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST SWAP AGREEMENTS -23,811. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMATORY POLICY IS LISTED IN STUDENT ADMISSIONS PACKETS AS WELL AS THE EMPLOYEE HANDBOOK. ANA G MENDEZ UNIVERSITY, INC. DOES NOT EXCLUDE PARTICIPATION, OR DENY BENEFITS OR DISCRIMINATE AGAINST ANY PERSON BECAUSE OF AGE, RACE, COLOR, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN, DISABILITY, SOCIAL STATUS; POLITICAL AFFILIATION, POLITICAL IDEAS, OR RELIGIOUS; OR BEING A VICTIM OR PERCEIVED AS A VICTIM OF DOMESTIC VIOLENCE, SEXUAL OR STALKLING AGGRESSION; OR BEING MILITARY, EX-MILITARY, SERVE, OR HAVE SERVED IN THE ARMED FORCES OF THE UNITED STATES, OR HOLD VETERAN STATUS, OR ANY OTHER CATEGORY PROTECTED BY LAW. 1 EMPLOYEE SCHOLARSHIPS 14 35148 PART I, LINE 2: REQUESTS FOR FINANCIAL AID ARE EVALUATED BY THE EMPLOYEE TUITION BENEFIT PROGRAM COMMITTEE. DISBURSEMENTS ARE MADE TO THE EMPLOYEE STUDENT ACCOUNT TO COVER QUALIFIED EDUCATION COSTS UPON RECEIVING A PASSING GRADE. NO STUDENT MAY DEFRAY SCHOLARSHIP FUNDS FOR PERSONAL MATTERS, ACCORDINGLY, THE FILING ORGANIZATION DOES NOT UNDERTAKE FURTHER MONITORING ONCE THE SCHOLARSHIP IS AWARDED. X X X 1 0 0 0 0 0 0 0 0 LUIS ZAYAS-SEIJO FORMER VICE PRESIDENT OF STRATEGIC D 0 0 0 0 328065 0 106 0 21631 0 349802 0 0 0 JOSE F MENDEZ MENDEZ PRESIDENT 238733 0 600 0 0 0 0 0 30931 0 270264 0 0 0 NICHOLAS NATALIZIO VP OF ADMINISTRATION AND OPERATIONS 175161 0 6600 0 0 0 1654 0 10109 0 193524 0 0 0 ILIA Y MATOS VICE CHANCELLOR OF INSTITUTIONAL REL 173881 0 600 0 0 0 1728 0 10109 0 186318 0 0 0 RICARDO RODRIGUEZ DOMENECH EXECUTIVE VICE PRESIDENT 156250 0 600 0 0 0 0 0 0 0 156850 0 0 0 ROXANNA PIETRI - END 10012020 FORMER EXECUTIVE COORDINATOR OF ACAD 144397 0 0 0 0 0 836 0 8424 0 153657 0 0 0 ALEX RODRIGUEZ ASSOCIATE VP OF ADMINISTRATION 124550 0 600 0 0 0 1134 0 30931 0 157215 0 0 0 PART I, LINE 4A DURING THE CURRENT YEAR, THE FORMER VICE PRESIDENT OF STRATEGIC DEVELOPMENT RECEIVED $328,065 IN SEVERANCE PAYMENTS FROM THE FILING ORGANIZATION. FORM 990, PART III, LINE 3 AS A RESULT OF RECCURRING LOSSES SINCE OPENING THE CAPITAL AREA CAMPUSES, AGMU HAS DISCONTINUED OPERATIONS FROM THESE CAMPUSES EFFECTIVE JANUARY 2021. THE LOSS FROM DISCONTINUED OPERATIONS IS REPORTED IN THE STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 4 THE FILING ORGANIZATION CHANGED ITS NAME TO ANA G. MENDEZ UNIVERSITY, INC. DURING THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED IN ITS ENTIRETY BY FINANCE MANAGEMENT. ANY QUESTIONS ARE RESOLVED WITH THE INDEPENDENT ACOUNTING FIRM THAT PREPARES THE RETURN. IN ADDITION, A COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR, COMMITTEE MEMBER, OFFICER, AND STAFF MEMBER. EACH NEW DIRECTOR, COMMITTEE MEMBER, OFFICER, AND STAFF MEMBER SHALL BE ADVISED OF THE POLICY UPON UNDERTAKING HIS OR HER RESPECTIVE DUTIES. EACH DIRECTOR, COMMITTEE MEMBER, OFFICER, AND STAFF MEMBER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A COMPARATIVE PROCESS FOR DETERMINING APPROPRIATE AND JUST COMPENSATION FOR ITS PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES, INCLUDING REVIEW AND APPROVAL BY THE ORGANIZATION'S INDEPENDENT BOARD OF DIRECTORS. THE PROCESS INCLUDES THE USE OF COMPARABILITY DATA OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND FUNCTION. THIS PROCESS INCLUDES CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -23,811. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.