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BARRY UNIVERSITY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BARRY UNIVERSITY INC (EIN 59-0624364)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202211369349310156
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T14:03:01-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11255 Lakes Parkway Suite 105AddressLine1Txt
CityLawrencevilleCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30043ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590624364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Barry University IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARRBusinessNameControlTxt
Phone3058993050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2nd AvenueAddressLine1Txt
CityMiami ShoresCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan RosenthalPersonNm
Person TitleVP for Business & FinancePersonTitleTxt
Phone3058993050PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSusanPersonFirstNm
Person LastRosenthalPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTed R Batson JrPreparerPersonNm
PTINP00721951PTIN
Phone5055022746PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDr Michael AllenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2nd AvenueAddressLine1Txt
CityMiami ShoresCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$215,090,089GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.barry.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionBarry University is a Catholic institution grounded in the liberal arts tradition, fostering a scholarly community commited to maintaining the highest academic standards in undergraduate, graduate, and professional education.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee2390TotalEmployeeCnt
Total Volunteers114TotalVolunteersCnt
Total Gross UBI$7,137TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,894,244PYContributionsGrantsAmt
CY Contributions Grants$13,944,285CYContributionsGrantsAmt
PY Program Service Revenue$184,785,777PYProgramServiceRevenueAmt
CY Program Service Revenue$187,893,267CYProgramServiceRevenueAmt
PY Investment Income$4,046,128PYInvestmentIncomeAmt
CY Investment Income$2,873,378CYInvestmentIncomeAmt
PY Other Revenue$3,590,952PYOtherRevenueAmt
CY Other Revenue$2,763,158CYOtherRevenueAmt
PY Total Revenue$201,317,101PYTotalRevenueAmt
CY Total Revenue$207,474,088CYTotalRevenueAmt
PY Grants And Similar Paid$60,918,447PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,558,036CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$82,173,110PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$81,622,791CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$468,039CYTotalFundraisingExpenseAmt
PY Other Expenses$56,595,860PYOtherExpensesAmt
CY Other Expenses$58,015,213CYOtherExpensesAmt
PY Total Expenses$199,687,417PYTotalExpensesAmt
CY Total Expenses$200,196,040CYTotalExpensesAmt
PY Revenues Less Expenses$1,629,684PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,278,048CYRevenuesLessExpensesAmt
Total Assets BOY$218,103,852TotalAssetsBOYAmt
Total Assets EOY$233,517,210TotalAssetsEOYAmt
Total Liabilities BOY$101,257,753TotalLiabilitiesBOYAmt
Total Liabilities EOY$101,408,207TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$116,846,099NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$132,109,003NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBarry 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$128,776,813ExpenseAmt
Grant$60,558,036GrantAmt
Revenue$176,387,906RevenueAmt
DescInstructional services to graduate and undergraduate students:Based on Barry University's promise to go beyond the degree and provide a truly transformational experience, through the Catholic liberal arts heritage, Barry provides approximately 100 degree programs from bachelors through Ph.D.'s. The programs focus on arts and sciences, business, education, social work, communication, nursing, medical sciences, theology, or law. In addition, resources that include personalized research and experiential learning opportunities provide off-campus resources to further diversify the educational experience. Students are also encouraged to enhance their professional experience with potential provided by the prospects of hands-on internships at some of the country's top organizations. Along with their breadth of partnering organizations, the campus has also physically expanded to multiple locations throughout Florida, including five Schools and Two Colleges with numerous liberal arts and professional disciplines. The undergraduate, graduate, professional, and doctoral degree programs have been instrumental in providing these academic and professional resources to approximately 7,000 full and part-time students at multiple sites.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$27,394,350ExpenseAmt
Revenue$13,363,968RevenueAmt
DescStudent services and auxiliary enterprises: The Barry University student services provided by the student affairs division include career services, counseling and psychology, commuter student affairs, leadership and transition, intercultural center, student engagement and student activities, student union, volunteer services, and community outreach programs. The University's auxiliary enterprises include twelve student resident halls, the Roussell Dining Hall and a series of other dining halls, the Barry Bookstore, Campus Ministry and Cor Jesu Chapel, and health and wellness services that include the Landon Fitness Center available to students and staff free of charge.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,668,543ExpenseAmt
Revenue$356,355RevenueAmt
DescThe Barry University academic support services include services such as an innovative library system, computer, and learning centers support. The Monsignor William Barry Memorial Library provides a wide array of information resources and services in support of the university's educational mission, integrating print and electronic resources, and providing a comprehensive program of service which allows broad access to information in all formats. The Barry University Library provides services over 100 hours a week, provides and maintains over 80 computer workstations and 12 laptops with wireless internet access, 14 group study rooms, and printing, copying, and scanning services. Barry University's mission and their dedication to the community are also clearly demonstrated by accolades and recognition, awarded to the school through its years of service. In 2015, Barry University received the Community Engagement Classification from the Carnegie Foundation for the Advancement of Teaching, joining 239 other U.S. colleges and universities, including 82 other inaugural recipients, in receiving the distinction. The Carnegie Foundation's Community Engagement Classification is an evidence-based recognition of an institution's commitment to community service.Barry University is part of a national library network. It's also home to the Barry University Dwayne O. Andreas School of Law, which houses an extensive collection of legal materials including Federal and State Statutes, case reporters and digests, monographs, treatises, secondary resources, legal periodicals, and newspapers, with a focus on Florida-specific legal resources. Reference librarians with law degrees are available to assist with research and reference for students, faculty, and members of the Orlando legal community.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$162,839,706TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9413IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2390EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri Discl0QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Judith PenateBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3058994042PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2nd AvenueAddressLine1Txt
CityMiami ShoresCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
Dr Michael Allen
President40.00Yes (X)Yes (X)$396,506$0$189,485
John Murray
Provost40.00Yes (X)$247,809$0$33,395
Brian Caldwell
Dean, School of Podiatric Medicine40.00$234,712$0$34,866Yes (X)
Ronald Dick
Professor, Anesthesiology40.00$266,750$0$21,337Yes (X)
Leticia Diaz
Dean, Law40.00$233,359$0$32,971Yes (X)
John McFadden
Dean, Nursing & Health Sci40.00$244,869$0$19,472Yes (X)
James Losito
Professor, Podiatric Medic40.00$225,563$0$31,735Yes (X)
Susan Rosenthal
VP for Business & Finance40.00Yes (X)$213,313$0$33,533
Bernadine M Douglas
VP for Institutional Advancement40.00$201,631$0$27,677Yes (X)
Yvette Koottungal
Vice President for Strategic Initiatives40.00$193,830$0$33,289Yes (X)
Thomas Merrill
Professor, Surgery40.00$192,200$0$31,668Yes (X)
Lonar Anthony Umadhay
Associate Professor of Anesthesiology40.00$184,556$0$26,613Yes (X)
Jennifer Pugh
VP for University Administ40.00$176,437$0$33,730Yes (X)
Joan Phillips
Dean, School of Business40.00$180,021$0$25,863Yes (X)
Scott Smith
VP for Mission & Student E40.00$167,192$0$32,308Yes (X)
David Dudgeon
General Counsel40.00Yes (X)$145,518$0$21,164
John M Bussel
Vice Chairperson1.00Yes (X)Yes (X)$0$0$0
Gregory Greene
Chairperson1.00Yes (X)Yes (X)$0$0$0
Tanya I Davis CPA
Vice Chairperson1.00Yes (X)Yes (X)$0$0$0
Christopher J Gruchacz
Secretary1.00Yes (X)Yes (X)$0$0$0
Matthew Allen
Trustee1.00Yes (X)$0$0$0
Daniel F Bird PhD part year
Trustee1.00Yes (X)$0$0$0
Sister Mary Ann Caulfield OP
Trustee1.00Yes (X)$0$0$0
Henri Crockett
Trustee1.00Yes (X)$0$0$0
Edward Feenane
Trustee1.00Yes (X)$0$0$0
Sr Rosemary T Finnegan OP
Trustee1.00Yes (X)$0$0$0
John D Fumagalli
Trustee1.00Yes (X)$0$0$0
Allyson Maynard-Gibson QC LLM
Trustee1.00Yes (X)$0$0$0
Jorge A Gross CPA
Trustee1.00Yes (X)$0$0$0
Pieter van der Heide
Trustee1.00Yes (X)$0$0$0
Monsignor Chanel Jeanty JCL
Trustee1.00Yes (X)$0$0$0
Joyce Landry
Trustee1.00Yes (X)$0$0$0
David Lawrence Jr
Trustee1.00Yes (X)$0$0$0
Kimberly Topping Morris
Trustee1.00Yes (X)$0$0$0
William R O'Donnell PE SECB
Trustee1.00Yes (X)$0$0$0
Phillis Oeters
Trustee1.00Yes (X)$0$0$0
Linda O Perez Esq
Trustee1.00Yes (X)$0$0$0
Frank G Persico
Trustee1.00Yes (X)$0$0$0
Aletha Player
Trustee1.00Yes (X)$0$0$0
John G Primeau
Trustee1.00Yes (X)$0$0$0
Heather J Rohan FACHE
Trustee1.00Yes (X)$0$0$0
Amelia Sanchez
Trustee1.00Yes (X)$0$0$0
Kevin W Shaughnessy Esq
Trustee1.00Yes (X)$0$0$0
Sister Patricia Siemen OP JD
Trustee1.00Yes (X)$0$0$0
John S Steinberg DPM
Trustee1.00Yes (X)$0$0$0
Greta Enid Matta Trotman Esq
Trustee1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,504,266TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$629,106TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K103IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Compass Group
PO Box 50196Los AngelesCA900740196Construction Services$2,496,312
Allied Universal
161 Washington Street Suite 600 EiConshohockenPA19428Food Services$2,055,166
GCA
1350 Euclid Ave Suite 1500ClevelandOH44115Custodial, Grounds Services$1,541,381
Relevant Brands Inc
800 Douglas Road La Puerta del SolCoral GablesFL33134Security Services$1,434,462
ABM Industry Groups LLC
14141 Southwest Freeway Suite 400Sugar LandTX77478Custodial, Grounds Services$1,219,406
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K31CntrctRcvdGreaterThan100KCnt
Fundraising$1,801FundraisingAmt
Government Grants$9,248,158GovernmentGrantsAmt
All Other Contributions$4,694,326AllOtherContributionsAmt
Noncash Contributions$612,159NoncashContributionsAmt
Total Contributions$13,944,285TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees900099$175,840,199$175,840,199
Auxilliary Enterprises900099$9,513,164$9,513,164
Podiatric Clinic900099$1,323,679$1,323,679
Student fees900099$1,111,571$1,111,571
Athletic facilities532000$104,654$97,517$7,137
FieldValueIRS element (for citing)
Total Program Service Revenue$187,893,267TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$457TotalRevenueColumnAmt
Exclusion$457ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,550,763TotalRevenueColumnAmt
Exclusion$1,550,763ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$621,976RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$621,976RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$621,976TotalRevenueColumnAmt
Exclusion$621,976ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,758,546SecuritiesAmt
Other$1,107,189OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,585,366SecuritiesAmt
Other$958,211OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,173,180SecuritiesAmt
Other$148,978OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,322,158TotalRevenueColumnAmt
Exclusion$1,322,158ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$63,169FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,801ContriRptFundraisingEventAmt
Fundraising Direct Expenses$72,424FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,255TotalRevenueColumnAmt
Exclusion-$9,255ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Reimbursements900099$1,091,940$1,091,940
Loss on extinguishment900099-$71,662-$71,662

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,130,159TotalRevenueColumnAmt
Related Or Exempt Func Income$1,130,159RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,150,437OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,474,088TotalRevenueColumnAmt
Related Or Exempt Func Income$190,108,229RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,137UnrelatedBusinessRevenueAmt
Exclusion$3,414,437ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$60,558,036TotalAmt
Program Services$60,558,036ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,919,570TotalAmt
Program Services$2,413,403ProgramServicesAmt
Management And General$491,668ManagementAndGeneralAmt
Fundraising$14,499FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$194,863TotalAmt
Program Services$161,026ProgramServicesAmt
Management And General$32,865ManagementAndGeneralAmt
Fundraising$972FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,966,417TotalAmt
Program Services$53,819,516ProgramServicesAmt
Management And General$10,826,562ManagementAndGeneralAmt
Fundraising$320,339FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,670,484TotalAmt
Program Services$1,373,122ProgramServicesAmt
Management And General$285,743ManagementAndGeneralAmt
Fundraising$11,619FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,170,866TotalAmt
Program Services$5,717,825ProgramServicesAmt
Management And General$1,420,774ManagementAndGeneralAmt
Fundraising$32,267FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,700,591TotalAmt
Program Services$3,896,575ProgramServicesAmt
Management And General$779,926ManagementAndGeneralAmt
Fundraising$24,090FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$185,869TotalAmt
Program Services$55,672ProgramServicesAmt
Management And General$130,197ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$707,684TotalAmt
Program Services$59,249ProgramServicesAmt
Management And General$648,435ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$172,087TotalAmt
Management And General$172,087ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$215,971TotalAmt
Program Services$148,644ProgramServicesAmt
Management And General$67,327ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,459,909TotalAmt
Program Services$5,425,489ProgramServicesAmt
Management And General$3,027,566ManagementAndGeneralAmt
Fundraising$6,854FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,742,810TotalAmt
Program Services$366,383ProgramServicesAmt
Management And General$2,354,679ManagementAndGeneralAmt
Fundraising$21,748FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,412,124TotalAmt
Program Services$2,177,007ProgramServicesAmt
Management And General$233,210ManagementAndGeneralAmt
Fundraising$1,907FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,228,406TotalAmt
Program Services$1,346,338ProgramServicesAmt
Management And General$4,857,331ManagementAndGeneralAmt
Fundraising$24,737FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,851,216TotalAmt
Program Services$4,242,500ProgramServicesAmt
Management And General$603,306ManagementAndGeneralAmt
Fundraising$5,410FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$361,706TotalAmt
Program Services$345,430ProgramServicesAmt
Management And General$16,222ManagementAndGeneralAmt
Fundraising$54FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$141,469TotalAmt
Program Services$125,887ProgramServicesAmt
Management And General$15,457ManagementAndGeneralAmt
Fundraising$125FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,047,477TotalAmt
Program Services$2,541,202ProgramServicesAmt
Management And General$506,275ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,133,892TotalAmt
Program Services$7,714,026ProgramServicesAmt
Management And General$1,419,866ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,058,858TotalAmt
Program Services$466,822ProgramServicesAmt
Management And General$3,592,036ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food Service$3,055,424$3,013,744$39,773$1,907
Repairs & Maintenance$2,660,388$2,126,995$533,393
Bad Debt$2,297,089$975$2,296,114
Library Resources$1,641,406$1,641,357$49

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,641,428TotalAmt
Program Services$3,102,483ProgramServicesAmt
Management And General$2,537,434ManagementAndGeneralAmt
Fundraising$1,511FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$200,196,040TotalAmt
Program Services$162,839,706ProgramServicesAmt
Management And General$36,888,295ManagementAndGeneralAmt
Fundraising$468,039FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,183,649BOYAmt
EOY$24,827,862EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,538,956BOYAmt
EOY$3,114,932EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$513,886BOYAmt
EOY$514,106EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,165,259BOYAmt
EOY$9,980,664EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,712,100BOYAmt
EOY$9,962,419EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$241,034,221LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$127,455,403LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$118,717,828BOYAmt
EOY$113,578,818EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,709,172BOYAmt
EOY$28,762,283EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,667,801BOYAmt
EOY$25,373,110EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$8,076,484BOYAmt
EOY$8,048,530EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$311,919EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,818,717BOYAmt
EOY$9,042,567EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$218,103,852BOYAmt
EOY$233,517,210EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,470,124BOYAmt
EOY$17,509,506EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,055,852BOYAmt
EOY$988,404EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,395,738BOYAmt
EOY$58,028,833EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,453,268BOYAmt
EOY$1,682,397EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,882,771BOYAmt
EOY$23,199,067EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,257,753BOYAmt
EOY$101,408,207EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$81,176,368BOYAmt
EOY$86,462,222EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,669,731BOYAmt
EOY$45,646,781EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,846,099BOYAmt
EOY$132,109,003EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$218,103,852BOYAmt
EOY$233,517,210EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,278,048ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,979,242NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,614OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,334,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,671,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,098,814CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,894,244CurrentTaxYearMinus1YearAmt
Current Tax Year$13,944,285CurrentTaxYearAmt
Total$37,943,874TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,334,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,671,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,098,814CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,894,244CurrentTaxYearMinus1YearAmt
Current Tax Year$13,944,285CurrentTaxYearAmt
Total$37,943,874TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$132,993SubstantialContributorsTotAmt
Public Support Total170$37,810,881PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,600,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,507,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,555,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,510,028CurrentTaxYearMinus1YearAmt
Current Tax Year$2,173,196CurrentTaxYearAmt
Total$11,346,530TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,148,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,774,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,581,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,082,163CurrentTaxYearMinus1YearAmt
Current Tax Year$2,213,606CurrentTaxYearAmt
Total$18,800,450TotalAmt
FieldValueIRS element (for citing)
Total Support$68,090,854TotalSupportAmt
Gross Receipts Rltd Activities$902,613,926GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55530PublicSupportCY170Pct
Public Support PY1700.48010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10, Explanation of Other Income:Fundraising - 2016 Amount: $ 129,869. 2017 Amount: $ 83,139. 2018 Amount: $ 54,822. 2019 Amount: $ 71,384. 2020 Amount: $ 63,169. Other - 2016 Amount: $ 5,018,202. 2017 Amount: $ 2,691,704. 2018 Amount: $ 5,526,945. 2019 Amount: $ 3,010,779. 2020 Amount: $ 2,150,437.
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 B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$120,250DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$51,837OtherActivitiesAmt
Total Lobbying Expenditures$172,087TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationBetween July 1, 2020 through June 30, 2021, Barry University, advocated for government support at the local, state and federal levels, in-person, via 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

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage6.20TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement80.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$2,000ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$186,476AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,993,199BeginningYearBalanceAmt
Contributions$415,031ContributionsAmt
Investment Earnings Or Losses$9,702,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$677,632GrantsOrScholarshipsAmt
Other Expenditures$945,371OtherExpendituresAmt
End Year Balance$54,487,883EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,448,212BeginningYearBalanceAmt
Contributions$745,043ContributionsAmt
Investment Earnings Or Losses$422,990InvestmentEarningsOrLossesAmt
Grants Or Scholarships$428,749GrantsOrScholarshipsAmt
Other Expenditures$194,297OtherExpendituresAmt
End Year Balance$45,993,199EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,980,904BeginningYearBalanceAmt
Contributions$432,963ContributionsAmt
Investment Earnings Or Losses$1,553,590InvestmentEarningsOrLossesAmt
Grants Or Scholarships$486,621GrantsOrScholarshipsAmt
Other Expenditures$32,624OtherExpendituresAmt
End Year Balance$45,448,212EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,086,142BeginningYearBalanceAmt
Contributions$1,261,107ContributionsAmt
Investment Earnings Or Losses$2,863,414InvestmentEarningsOrLossesAmt
Grants Or Scholarships$130,251GrantsOrScholarshipsAmt
Administrative Expenses$99,508AdministrativeExpensesAmt
End Year Balance$43,980,904EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,571,919BeginningYearBalanceAmt
Contributions$222,431ContributionsAmt
Investment Earnings Or Losses$3,467,987InvestmentEarningsOrLossesAmt
Administrative Expenses$176,195AdministrativeExpensesAmt
End Year Balance$40,086,142EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29590BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70410PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,803,612OtherCostOrOtherBasisAmt
Book Value$7,803,612BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,429,013OtherCostOrOtherBasisAmt
Depreciation$85,614,411DepreciationAmt
Book Value$92,814,602BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,752,753OtherCostOrOtherBasisAmt
Depreciation$41,840,992DepreciationAmt
Book Value$11,911,761BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,048,843OtherCostOrOtherBasisAmt
Book Value$1,048,843BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$113,578,818TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Corporate bonds$4,158,981C
U.S. government obligations$7,472,702C
Land and building held for investment$11,650,000C
Hedge funds$1,704,818C
Other investments$386,609C
FieldValueIRS element (for citing)
Total Book Value Securities$25,373,110TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Student Deposits$11,448,067
Other$11,751,000
FieldValueIRS element (for citing)
Total Liability$23,199,067TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$157,975,664TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,979,242NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$8,248DonatedServicesAndUseFcltsAmt
Other Revenue$78,038OtherRevenueAmt
Revenue Not Reported$8,065,528RevenueNotReportedAmt
Revenue Subtotal$149,910,136RevenueSubtotalAmt
Other Revenues Not Included$57,563,952OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$57,563,952RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$207,474,088TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$142,712,760TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$8,248DonatedServicesUseFcltsAmt
Other Expenses Included$72,424OtherExpensesIncludedAmt
Expenses Not Reported$80,672ExpensesNotReportedAmt
Expenses Subtotal$142,632,088ExpensesSubtotalAmt
Other Expenses Not Included$57,563,952OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$57,563,952ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$200,196,040TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II, Line 9: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.
Part III, Line 4:The collection of books relates to theology, philosophy, religious studies, and supporting disciplines.
Part V, Line 4: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.
Part X, Line 2: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 Standards 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 2017. However, the University is still open to examinations by taxing authorities from fiscal year 2017 forward. For the years ended June 30, 2020 and 2019, there was no interest or penalties recorded or included in the consolidated statements of activities and changes in net assets. Earnings from unrelated business activities were not significant for the years ended June 30, 2021 and 2020. Accordingly, no provision for income taxes has been made in accompanying consolidated financial statements.
Part XI, Line 2d - Other Adjustments:Change in cash surrender value 5,614. Special event expenses 72,424.
Part XI, Line 4b - Other Adjustments:Scholarships netted with revenue 57,563,952.
Part XII, Line 2d - Other Adjustments:Special event expenses 72,424.
Part XII, Line 4b - Other Adjustments:Scholarships netted with revenue 57,563,952.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The 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 has updated its homepage to post the policy as of May 2022.
Schedule E, Part I, Line 6Barry University receives assistance from Title IV programs including Federal Pell Grant Program, Federal Supplemental Education Opportunity Grant, Federal Work-Study Program, etc. The University also received financial assistance from the Higher Education Emergency Relief Funds (HEERF) as part of the CARES Act.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean042Program ServicesGraduate Social Work and Education Teaching$44,241
Central America and the CaribbeanINVESTMENTS$1,704,818
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees42SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee42TotalEmployeeCnt
Subtotal Spent$1,749,059SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,749,059TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, line 3:The organization tracked expenditures in accordance with accrual basis of accounting.
Part III Accounting Method:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Alumni ReunionEvent1Nm
Gross Receipts Event1$46,184GrossReceiptsEvent1Amt
Gross Revenue Event1$46,184GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,497RentFacilityCostsEvent1Amt
Food And Beverage Event1$690FoodAndBeverageEvent1Amt
Entertainment Event1$11,064EntertainmentEvent1Amt
Other Direct Expenses Event1$27,388OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$18,786GrossReceiptsEvent2Amt
Charitable Contri Event2$1,801CharitableContriEvent2Amt
Gross Revenue Event2$16,985GrossRevenueEvent2Amt
Non Cash Prizes Event2$5,650NonCashPrizesEvent2Amt
Rent Facility Costs Event2$6,941RentFacilityCostsEvent2Amt
Food And Beverage Event2$5,000FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,194OtherDirectExpensesEvent2Amt
Gross Receipts Total$64,970GrossReceiptsTotalAmt
Charitable Contributions Tot$1,801CharitableContributionsTotAmt
Gross Revenue Total Events$63,169GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$5,650NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$21,438RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,690FoodAndBeverageTotalEventsAmt
Entertainment Total Events$11,064EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$28,582OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$72,424DirectExpenseSummaryEventsAmt
Net Income Summary-$9,255NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Student Scholarships/Awards6343$57,563,952
HEERF Grants4956$2,994,084

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe 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. As of June 30, 2021, The U.S. Department of Education awarded $9.4 million to Barry University to support direct emergency payments to students affected by the COVID-19 pandemic. As of 6/30/21, the University awarded $2,513,699 in emergency financial assistance to students. The balance of $6.9 million will be awarded fiscal year 2022 and 2023. As part of the $9.4 million award, the University awarded total HEERF grants to students in the amount of $2,994,084.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Michael Allen
President$396,506$0$0$0$0$0$16,188$0$174,347$0$587,041$0$0$0
Ronald Dick
Professor, Anesthesiology$266,750$0$0$0$0$0$10,711$0$11,048$0$288,509$0$0$0
John Murray
Provost$247,809$0$0$0$0$0$10,098$0$24,013$0$281,920$0$0$0
Brian Caldwell
Dean, School of Podiatric Medicine$234,712$0$0$0$0$0$8,067$0$27,503$0$270,282$0$0$0
Leticia Diaz
Dean, Law$233,359$0$0$0$0$0$9,707$0$23,957$0$267,023$0$0$0
John McFadden
Dean, Nursing & Health Sci$244,869$0$0$0$0$0$9,836$0$10,171$0$264,876$0$0$0
James Losito
Professor, Podiatric Medic$135,356$0$0$0$90,207$0$7,049$0$25,126$0$257,738$0$0$0
Susan Rosenthal
VP for Business & Finance$213,313$0$0$0$0$0$8,914$0$25,264$0$247,491$0$0$0
Bernadine M Douglas
VP for Institutional Advancement$201,631$0$0$0$0$0$8,460$0$19,788$0$229,879$0$0$0
Yvette Koottungal
Vice President for Strategic Initiat$193,830$0$0$0$0$0$8,130$0$25,757$0$227,717$0$0$0
Thomas Merrill
Professor, Surgery$179,237$0$0$0$12,963$0$8,011$0$24,106$0$224,317$0$0$0
Lonar Anthony Umadhay
Associate Professor of Anesthesiolog$184,556$0$0$0$0$0$7,569$0$19,509$0$211,634$0$0$0
Jennifer Pugh
VP for University Administ$176,437$0$0$0$0$0$7,465$0$26,823$0$210,725$0$0$0
Joan Phillips
Dean, School of Business$180,021$0$0$0$0$0$7,467$0$18,955$0$206,443$0$0$0
Scott Smith
VP for Mission & Student E$167,192$0$0$0$0$0$7,831$0$25,052$0$200,075$0$0$0
David Dudgeon
General Counsel$145,518$0$0$0$0$0$5,985$0$15,648$0$167,151$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aHousing 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. First-class travel is provided treated as non-taxable compensation to the President. 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.
Part I, Line 5Physicians in the School of Podiatry received a percent of gross receipts of the teaching clinics.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Pinellas County Education Facility
A596000800723161GE92011-08-02$38,929,920See Part VI000
Pinellas County Education Facility
B596000800723161GX72012-03-28$32,695,767See Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,235,000$39,032,312$3,366,646$969,251$553,041$16,000,000$18,190,8972012Yes (1)0Yes (1)Yes (1)
B$6,310,000$32,798,108$3,420,208$439,883$28,986,3072012Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00Yes (1)0.14100Yes (1)Yes (1)
B00Yes (1)Yes (1)000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: Pinellas County Education Facility Date the Rebate Computation was Performed: 07/31/2019 Issuer Name: Pinellas County Education Facility Date the Rebate Computation was Performed: 03/27/2020
Schedule K, Part I, Line B, Column (f):Pinellas County Educational Facility - the purpose of the bond issue is to refund the 11/29/2000 bond as well as finance and refinance the cost of acquisitions, construction, and equipping of certain educational facilities and other capital improvements to be owned and operated by the University and to reimburse advances made by the University to pay a portion of such costs, and fund a debt service reserve fund and pay costs of issuance of the Series 2011 Bonds.
Schedule K, Part I, Line C, Column (f):Pinellas County Educational Facility - the purpose of the bond issue is to fully refund the Series 2000 Bonds, partially refund Series 1998 Bonds, fund a debt service reserve fund, and pay certain costs of issuance of the Series 2012 Bonds.
Schedule K, Part II, Line 3, Column (B):Difference proceeds from issue price are Investment Earnings
Schedule K, Part II, Line 3, Column (C):Difference proceeds from issue price are Investment Earnings

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Laura Alonso-Gallo
Family member of Board Chairperson, John Bussel$120,879W-2 Wages and Benefits0
Rebecca Murray
Family member of Provost, John Murray$69,173W-2 Wages and Benefits0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$212,911NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling PriceMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Podiatric Clinic1$340,000Cost
Yes (X)Award plaques/clothes/shoes10$28,069Cost
Yes (X)Supplies5$21,120Cost
Yes (X)Food/Beverages5$10,059Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationThe number of contributions represent the number of contributions received, not the number of items donated.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1Composition 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, Section A, line 7aThe University's Sponsoring Congregation selects up to three Sisters to serve as Trustees, one of which shall be the Prioress of the Sponsoring Congregation.
Form 990, Part VI, Section A, line 7bThe 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, Section B, line 11bBarry 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, Section B, line 12cOn 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, Section B, line 15Line 15a: 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. Line 15b: 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, Section C, line 19The 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 XI, line 9:Adjust to cash surrender value 5,614.