UMA EDUCATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UMA EDUCATION INC (EIN 47-2578950)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349311747
- Schema version
- 2020v4.1
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:59:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472578950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMA EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMAE | BusinessNameControlTxt |
| Phone | 8138982588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 WDRMARTIN LUTHER KING JR BL | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RAMETTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8138982588 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | RAMETTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS RAMETTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 WDRMARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $333,275,661 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ULTIMATEMEDICAL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 2909 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $337,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $61,342 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $310,944,236 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $332,406,585 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,057 | PYInvestmentIncomeAmt |
| CY Investment Income | $531,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $125,000 | PYOtherRevenueAmt |
| CY Other Revenue | $337,500 | CYOtherRevenueAmt |
| PY Total Revenue | $311,140,293 | PYTotalRevenueAmt |
| CY Total Revenue | $333,275,661 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,048,595 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,512,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $145,388,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $146,188,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,301,549 | PYOtherExpensesAmt |
| CY Other Expenses | $143,423,183 | CYOtherExpensesAmt |
| PY Total Expenses | $293,738,488 | PYTotalExpensesAmt |
| CY Total Expenses | $300,123,682 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,401,805 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,151,979 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $493,264,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,392,502 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $387,765,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $407,724,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,498,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,667,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OUMA EDUCATION, INC. OPERATES ULTIMATE MEDICAL ACADEMY, AN EDUCATIONAL INSTITUTION COMMITTED TO EQUIPPING AND EMPOWERING STUDENTS FOR HEALTHCARE CAREERS. HEADQUARTERED IN TAMPA AND HAVING A NATIONAL PRESENCE, THE ORGANIZATION STRIVES TO PROVIDE A LEARNING EXPERIENCE THAT MAXIMIZES VALUE FOR OUR STUDENTS IN A PROFESSIONAL AND SUPPORTIVE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $271,761,237 | ExpenseAmt |
| Grant | $10,512,376 | GrantAmt |
| Revenue | $332,406,585 | RevenueAmt |
| Desc | SCHEDULE O THE ORGANIZATION PROVIDES PROGRAMS THAT PREPARE STUDENTS FOR ROLES IN THE HEALTHCARE INDUSTRY. THE ORGANIZATION'S STUDENT POPULATION FOR SUCH PROGRAMS WAS APPROXIMATELY 15,940 AS OF DECEMBER 31, 2020, WITH APPROXIMATELY 350 ACTIVE FACULTY STAFF MEMBERS.SPECIFICALLY, THE ORGANIZATION OFFERS THE FOLLOWING PROGRAMS:-ASSOCIATE DEGREE PROGRAMS HEALTH AND HUMAN SERVICES HEALTH INFORMATION TECHNOLOGY HEALTH SCIENCE HEALTHCARE MANAGEMENT MEDICAL BILLING AND CODING HEALTHCARE ACCOUNTING-DIPLOMA PROGRAMS DENTAL ASSISTANT WITH EXPANDED FUNCTIONS HEALTHCARE TECHNOLOGY & SYSTEMS MEDICAL ADMINISTRATIVE ASSISTANT MEDICAL ASSISTANT MEDICAL BILLING AND CODING MEDICAL OFFICE AND BILLING SPECIALIST NURSING ASSISTANT PATIENT CARE TECHNICIAN PHARMACY TECHNICIAN PHLEBOTOMY TECHNICIANTHE ORGANIZATION PROVIDES ROBUST LEARNER AND CAREER SERVICES TO HELP PRODUCE STRONG OUTCOMES FOR ITS STUDENTS. SUCH SERVICES INCLUDE TUTORING, MENTORING, LIFE SKILLS COACHING, FINANCIAL LITERACY TRAINING, CAREER READINESS PREPARATION, AND JOB PLACEMENT ASSISTANCE.THE ORGANIZATION ALSO PROVIDES NUMEROUS CONTINUING MEDICAL EDUCATION ACTIVITIES FOR HEALTHCARE PROFESSIONALS IN BOTH LIVE AND ONLINE SETTINGS. THESE ACTIVITIES DIFFER FROM YEAR TO YEAR GIVEN THE EDUCATIONAL NEEDS OF PHYSICIANS, NURSES, PHARMACISTS, AND OTHER MEDICAL PROFESSIONALS. | Desc |
| Total Program Service Expenses | $271,761,237 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 380 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2909 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE ANZUONI GENERAL COUNSEL C | PersonNm |
| Phone | 8138982588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 WDRMARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WOOTTEN MATTHEW | ||||||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $55,000 | $5,000 | $0 | ||||
| MCDEVITT SHEILA | ||||||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $55,000 | $5,000 | $0 | ||||
| HAWK CHRISTOPHER | ||||||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $57,500 | $5,000 | $0 | ||||
| FRIEDMAN RICHARD | ||||||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $55,000 | $5,000 | $0 | ||||
| BURGHARDT STEPHEN | ||||||||||
| BOARD MEMBER | 10.00 | 2.00 | Yes (X) | $55,000 | $5,000 | $0 | ||||
| BAILEY DARLYNE | ||||||||||
| CHAIR OF THE BOARD | 15.00 | 3.00 | Yes (X) | $72,500 | $5,000 | $0 | Yes (X) | |||
| RAMETTA THOMAS | ||||||||||
| PRESIDENT (& CFO UNTIL 7/13/20) | 40.00 | 2.00 | Yes (X) | $1,043,278 | $0 | $31,670 | Yes (X) | |||
| POLIN THEODORE L | ||||||||||
| VICE CHAIR OF THE BOARD | 10.00 | 2.00 | Yes (X) | $55,000 | $5,000 | $0 | Yes (X) | |||
| REESE JEFFREY B | ||||||||||
| ASSOC. GEN. COUNSEL/ASST. CORP. SEC. | 40.00 | 2.00 | $173,053 | $0 | $2,315 | Yes (X) | ||||
| SCHAFFRATH ALEXANDRA | ||||||||||
| EVP & CHIEF FIN. & STRATEGY OFFICER | 40.00 | 2.00 | $511,589 | $0 | $32,411 | Yes (X) | ||||
| MIGNONE LINDA | ||||||||||
| EXEC. VP & CHIEF MKT. OFFICER | 40.00 | 0.00 | $593,614 | $0 | $12,780 | Yes (X) | ||||
| HYLAND ROBERT G | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $646,792 | $0 | $26,701 | Yes (X) | ||||
| ANZUONI NICOLE M | ||||||||||
| GENERAL COUNSEL / CORP. SEC. | 40.00 | 2.00 | $609,098 | $0 | $16,101 | Yes (X) | ||||
| NEUMANN APRIL | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $491,363 | $0 | $11,270 | Yes (X) | ||||
| MUELLER GREGORY | ||||||||||
| SVP, OPERATIONS | 40.00 | 0.00 | $521,309 | $0 | $12,013 | Yes (X) | ||||
| BECKER MICHAEL | ||||||||||
| SVP, STUDENT ENGAGEMENT | 40.00 | 0.00 | $570,017 | $0 | $26,260 | Yes (X) | ||||
| EDWARDS SUSAN A | ||||||||||
| CHIEF COMPLIANCE OFFICER | 40.00 | 0.00 | $501,054 | $0 | $30,832 | Yes (X) | ||||
| GUERRIERO JOHN G | ||||||||||
| DIRECTOR OF ADVOCACY & PARTNERSHIPS | 40.00 | 0.00 | $394,522 | $0 | $1,818 | Yes (X) | ||||
| DONAHUE DAVID A | ||||||||||
| SVP & CHIEF OF STAFF | 40.00 | 0.00 | $449,862 | $0 | $27,978 | Yes (X) | ||||
| GARLAND ELIZABETH F | ||||||||||
| SVP, HUMAN RESOURCES | 40.00 | 0.00 | $402,106 | $0 | $16,618 | Yes (X) | ||||
| GRZYBOWSKI ANDREW | ||||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $625,747 | $0 | $860 | Yes (X) | ||||
| VERRATTI MATTHEW | ||||||||||
| FORMER EXEC.VICE PRES.(UNTIL 9/26/18) | 0.00 | 0.00 | $498,000 | $0 | $0 | Yes (X) | ||||
| KENDALL SITARSKI LAURA K | ||||||||||
| SR. COUNSEL(FORMER ASST.SEC.-6/3/17) | 40.00 | 0.00 | $123,981 | $0 | $0 | Yes (X) | ||||
| SWIFT JANE | ||||||||||
| FORMER EXECUTIVE CHAIR OF THE BOARD (UNTIL 2/15/19 | 0.00 | 0.00 | $141,220 | $0 | $0 | Yes (X) | ||||
| APANOVITCH DEREK | ||||||||||
| FORMER PRESIDENT (UNTIL 7/1/19) | 0.00 | 0.00 | $1,055,275 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,756,880 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $35,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $249,627 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 132 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PKWY | MOUNTAIN VIEW | CA | 94043 | RECRUITING SUPPORT | $8,665,035 |
| PROGRESS INTERACTIVE MEDICAL EDUCATION | |||||
| 20 COMMERCE DRIVE STE 135 | CRANFORD | NJ | 07016 | CME ACTIVITIES | $5,343,180 |
| ARCHER EDUCATION INC | |||||
| 12555 W JEFFERSON BLVD STE 202 | LOS ANGELES | CA | 90066 | RECRUITING SUPPORT | $4,565,152 |
| ALL STAR DIRECTORIES INC | |||||
| 101 STEWARD STREET SUITE 500 | SEATTLE | WA | 98101 | RECRUITING SUPPORT | $4,328,037 |
| EDUCATIONDYNAMICS LLC | |||||
| 5 MARINE VIEW PLAZA SUITE 212 | HOBOKEN | NJ | 07030 | RECRUITING SUPPORT | $4,075,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 101 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611210 | $294,012,947 | $294,012,947 |
| CONTINUING MEDICAL EDU | 611210 | $38,393,638 | $38,393,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $332,406,585 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,493 | TotalRevenueColumnAmt |
| Exclusion | $317,493 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $214,083 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $214,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,083 | TotalRevenueColumnAmt |
| Exclusion | $214,083 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $337,500 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $337,500 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $337,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,275,661 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,406,585 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $337,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $531,576 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,500 | TotalAmt |
| Program Services | $68,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,443,876 | TotalAmt |
| Program Services | $10,443,876 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,783,450 | TotalAmt |
| Program Services | $3,143,549 | ProgramServicesAmt |
| Management And General | $2,639,901 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,000 | TotalAmt |
| Management And General | $254,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,522,958 | TotalAmt |
| Program Services | $105,659,574 | ProgramServicesAmt |
| Management And General | $13,863,384 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,196 | TotalAmt |
| Program Services | $1,454,597 | ProgramServicesAmt |
| Management And General | $333,599 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,127,036 | TotalAmt |
| Program Services | $9,423,024 | ProgramServicesAmt |
| Management And General | $704,012 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,712,483 | TotalAmt |
| Program Services | $8,067,855 | ProgramServicesAmt |
| Management And General | $644,628 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,894 | TotalAmt |
| Management And General | $777,894 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,797 | TotalAmt |
| Management And General | $424,797 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,739 | TotalAmt |
| Management And General | $26,739 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,409,584 | TotalAmt |
| Program Services | $7,190,223 | ProgramServicesAmt |
| Management And General | $2,219,361 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,862,774 | TotalAmt |
| Program Services | $44,847,700 | ProgramServicesAmt |
| Management And General | $15,074 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,891 | TotalAmt |
| Program Services | $915,420 | ProgramServicesAmt |
| Management And General | $624,471 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,548,158 | TotalAmt |
| Program Services | $3,133,432 | ProgramServicesAmt |
| Management And General | $3,414,726 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,394,872 | TotalAmt |
| Program Services | $7,948,945 | ProgramServicesAmt |
| Management And General | $445,927 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,433 | TotalAmt |
| Program Services | $177,746 | ProgramServicesAmt |
| Management And General | $161,687 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,692 | TotalAmt |
| Program Services | $49,739 | ProgramServicesAmt |
| Management And General | $92,953 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,780,819 | TotalAmt |
| Program Services | $11,780,819 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110,632 | TotalAmt |
| Program Services | $4,110,632 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,077 | TotalAmt |
| Program Services | $233,216 | ProgramServicesAmt |
| Management And General | $716,861 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CME ACTIVITY | $21,132,183 | $21,132,183 | |
| UNCOLLECTIBLE DEBTS | $14,837,556 | $14,837,556 | |
| TEXTBOOKS | $8,635,117 | $8,635,117 | |
| EDUCATIONAL SUPPLIES | $7,220,513 | $7,218,063 | $2,450 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,289,452 | TotalAmt |
| Program Services | $1,289,471 | ProgramServicesAmt |
| Management And General | $999,981 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,123,682 | TotalAmt |
| Program Services | $271,761,237 | ProgramServicesAmt |
| Management And General | $28,362,445 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,376,657 | BOYAmt |
| EOY | $111,172,940 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,655,877 | BOYAmt |
| EOY | $16,613,941 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,901 | BOYAmt |
| EOY | $849,030 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,323,967 | BOYAmt |
| EOY | $8,710,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,289,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,140,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,902,948 | BOYAmt |
| EOY | $14,148,748 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,617,913 | BOYAmt |
| EOY | $314,417,913 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,617,932 | BOYAmt |
| EOY | $55,479,422 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,264,195 | BOYAmt |
| EOY | $546,392,502 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,302,946 | BOYAmt |
| EOY | $44,982,864 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,347,516 | BOYAmt |
| EOY | $8,881,486 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,157,897 | BOYAmt |
| EOY | $50,290,343 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,781,507 | BOYAmt |
| EOY | $183,376,143 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,161 | BOYAmt |
| EOY | $1,218,592 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,889,341 | BOYAmt |
| EOY | $71,977,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,358,170 | BOYAmt |
| EOY | $46,997,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,765,538 | BOYAmt |
| EOY | $407,724,653 | 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 | $105,498,657 | BOYAmt |
| EOY | $138,667,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,498,657 | BOYAmt |
| EOY | $138,667,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,264,195 | BOYAmt |
| EOY | $546,392,502 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,151,979 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $299,868,971 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $299,868,971 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS CONTRACTS WITH PRIVATE COMPANIES WHO PROVIDED INFORMATION TO UMA EDUCATION, INC. ON FEDERAL AND STATE EXECUTIVE AND LEGISLATIVE MATTERS DURING 2020. THESE PRIVATE COMPANIES RECEIVED TOTAL PAYMENTS OF $114,774 FROM THE ORGANIZATION. THE ORGANIZATION ALSO PAYS DUES TO TRADE ASSOCIATIONS, SOME OF WHICH MAY BE USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,677,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,280,462 | DepreciationAmt |
| Book Value | $7,397,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,076,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,315,252 | DepreciationAmt |
| Book Value | $2,760,834 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,535,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,545,266 | DepreciationAmt |
| Book Value | $3,990,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,148,748 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $703,007 |
| DEBT SERVICE RESERVE FUND | $19,785,686 |
| RIGHT OF USE ASSETS HELD UNDER OPERATING LEASES, NET | $34,627,854 |
| RIGHT OF USE ASSETS HELD UNDER FINANCE LEASES, NET | $362,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $55,479,422 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE OBLIGATIONS | Desc |
| Amt | $46,997,825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,997,825 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") WHEREBY ONLY UNRELATED BUSINESS INCOME AS DEFINED BY SECTION 512(A)(1) OF THE IRC IS SUBJECT TO FEDERAL INCOME TAX. ANY TAX ON THE UNRELATED BUSINESS ACTIVITIES IS NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES IS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2020, MANAGEMENT CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAD BEEN TAKEN THAT WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | 0 | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH ITS SCHOOL CATALOG AND ON ITS OWN WEBSITE. THE ORGANIZATION PROVIDES POST-SECONDARY EDUCATION TO STUDENTS DRAWN FROM A WIDE GEOGRAPHIC AREA AND A SUBSTANTIAL PERCENTAGE OF ITS STUDENT BODY REPRESENTS MINORITY POPULATIONS IN THE US; HENCE THE ORGANIZATION MEETS THE EXCEPTION FOR NEWSPAPER PUBLICATION IN SECTION 4.03(2)(B) OF REV. PROC. 75-50. |
| SCHEDULE E, PART I, LINE 4 | UMA EDUCATION, INC. CURRENTLY DOES NOT SOLICIT CONTRIBUTIONS. |
| LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: | THE ORGANIZATION RECEIVES FUNDS FROM GOVERNMENTAL AGENCIES, INCLUDING THE U.S. DEPARTMENT OF EDUCATION. IN APRIL 2020, UMAE'S CLEARWATER, FLORIDA CAMPUS WAS AWARDED A STUDENT PORTION AND AN INSTITUTIONAL PORTION THROUGH THE HIGHER EDUCATION EMERGENCY RELIEF FUND ("HEERF") AS PART OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (THE "CARES ACT"). AS PART OF THIS HEERF I AWARD, THE STUDENT PORTION WAS DISTRIBUTED TO ELIGIBLE STUDENTS WHO DEMONSTRATED NEED. WHILE THE INSTITUTIONAL PORTION COULD BE USED FOR IDENTIFIED INSTITUTIONAL PURPOSES, UMAE OPTED TO USE ALL OF THE INSTITUTIONAL PORTION FOR STUDENT GRANTS AS WELL. AS OF DECEMBER 31, 2020, UMAE HAD DISTRIBUTED ALL OF THE STUDENT PORTION TO ELIGIBLE STUDENTS WHO DEMONSTRATED NEED AND HAD DISBURSED A PORTION OF THE INSTITUTIONAL PORTION TO ELIGIBLE STUDENTS WHO DEMONSTRATED NEED. THE FUNDS RELATED TO AMOUNTS GIVEN TO STUDENTS AT THE CLEARWATER, FLORIDA CAMPUS ARE RECORDED AS ZERO NET REVENUE SINCE THERE IS NO EFFECT ON UMAE'S RESULTS OF OPERATIONS OR CASH. IN DECEMBER 2020, UMAE WAS ALLOCATED AN ADDITIONAL STUDENT PORTION AND INSTITUTIONAL PORTION UNDER HEERF II, AS PART OF THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT ("CRRSAA"). THESE AMOUNTS WERE CALCULATED BY THE UNITED STATES DEPARTMENT OF EDUCATION BASED ON THE STUDENT POPULATION AT BOTH UMAE'S CLEARWATER, FLORIDA, AND ONLINE CAMPUSES. UMAE PLANNED TO ALLOCATE ALL FUNDS RECEIVED UNDER HEERF II TO STUDENTS WHO DEMONSTRATE NEED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3709 W JETTON AVE | TAMPA | FL | 33629 | 131788491 | 501(C)(3) | $17,500 | CONTRIBUTION FOR "MAKING STRIDES AGAINST BREAST CANCER" & "REAL MEN WEAR PINK" |
| BIG BROTHER BIG SISTER | |||||||
| 4630 WOODLAND CORP BLVD STE 160 | TAMPA | FL | 33614 | 592173085 | 501(C)(3) | $15,000 | SPONSORSHIP FOR ART OF HELPING CHILDREN VIRTUAL GALA |
| FEEDING TAMPA BAY | |||||||
| 4702 TRANSPORT DRIVE BLD 6 | TAMPA | FL | 33605 | 592116576 | 501(C)(3) | $16,000 | CONTRIBUTION FOR GENERAL PURPOSES |
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | 131084135 | 501(C)(3) | $20,000 | CONTRIBUTION FOR LEGAL DEFENSE AND EDUCATIONAL FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | UMA INSTITUTIONAL GRANTS TO STUDENTS | GrantTypeTxt |
| Recipient | 4807 | RecipientCnt |
| Cash Grant | $10,443,876 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CASH OR NON-CASH DONATIONS TO DOMESTIC ORGANIZATIONS ARE MONITORED BY SENIOR MANAGEMENT AND THE FINANCE DEPARTMENT TO ENSURE APPROPRIATENESS OF USE OF FUNDS AND ADHERENCE TO THE ORGANIZATION'S PHILANTROPIC MISSION. THE AWARDING OF UMA INSTITUTIONAL GRANTS IS MONITORED BY OUR STUDENT FINANCE DEPARTMENT WHICH ESTABLISHES AND MAINTAINS EFFECTIVE INTERNAL CONTROLS OVER COMPLIANCE WITH THE REQUIREMENTS OF THE INSTITUTIONAL GRANTS. ALL STUDENTS RECEIVING GRANTS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF THE ELIGIBILITY REQUIREMENTS, SUCH AS ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAMETTA THOMAS | ||||||||||||||
| PRESIDENT (& CFO UNTIL 7/13/20) | $604,584 | $0 | $438,694 | $0 | $0 | $0 | $3,000 | $0 | $28,670 | $0 | $1,074,948 | $0 | $0 | $0 |
| APANOVITCH DEREK | ||||||||||||||
| FORMER PRESIDENT (UNTIL 7/1/19) | $0 | $0 | $408,587 | $0 | $646,688 | $0 | $0 | $0 | $0 | $0 | $1,055,275 | $0 | $0 | $0 |
| HYLAND ROBERT G | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $390,595 | $0 | $256,197 | $0 | $0 | $0 | $3,034 | $0 | $23,667 | $0 | $673,493 | $0 | $0 | $0 |
| GRZYBOWSKI ANDREW | ||||||||||||||
| VICE PRESIDENT | $198,361 | $0 | $427,386 | $0 | $0 | $0 | $371 | $0 | $489 | $0 | $626,607 | $0 | $0 | $0 |
| ANZUONI NICOLE M | ||||||||||||||
| GENERAL COUNSEL / CORP. SEC. | $370,304 | $0 | $238,794 | $0 | $0 | $0 | $0 | $0 | $16,101 | $0 | $625,199 | $0 | $0 | $0 |
| MIGNONE LINDA | ||||||||||||||
| EXEC. VP & CHIEF MKT. OFFICER | $416,342 | $0 | $177,272 | $0 | $0 | $0 | $4,082 | $0 | $8,698 | $0 | $606,394 | $0 | $0 | $0 |
| BECKER MICHAEL | ||||||||||||||
| SVP, STUDENT ENGAGEMENT | $377,535 | $0 | $192,482 | $0 | $0 | $0 | $2,458 | $0 | $23,802 | $0 | $596,277 | $0 | $0 | $0 |
| SCHAFFRATH ALEXANDRA | ||||||||||||||
| EVP & CHIEF FIN. & STRATEGY OFFICER | $352,844 | $0 | $158,745 | $0 | $0 | $0 | $3,644 | $0 | $28,767 | $0 | $544,000 | $0 | $0 | $0 |
| MUELLER GREGORY | ||||||||||||||
| SVP, OPERATIONS | $358,815 | $0 | $162,494 | $0 | $0 | $0 | $3,660 | $0 | $8,353 | $0 | $533,322 | $0 | $0 | $0 |
| EDWARDS SUSAN A | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $338,644 | $0 | $162,410 | $0 | $0 | $0 | $3,352 | $0 | $27,480 | $0 | $531,886 | $0 | $0 | $0 |
| NEUMANN APRIL | ||||||||||||||
| SENIOR VICE PRESIDENT | $316,350 | $0 | $175,013 | $0 | $0 | $0 | $3,172 | $0 | $8,098 | $0 | $502,633 | $0 | $0 | $0 |
| VERRATTI MATTHEW | ||||||||||||||
| FORMER EXEC.VICE PRES.(UNTIL 9/26/18 | $0 | $0 | $0 | $0 | $498,000 | $0 | $0 | $0 | $0 | $0 | $498,000 | $0 | $0 | $0 |
| DONAHUE DAVID A | ||||||||||||||
| SVP & CHIEF OF STAFF | $304,025 | $0 | $111,396 | $0 | $34,441 | $0 | $2,737 | $0 | $25,241 | $0 | $477,840 | $0 | $0 | $0 |
| GARLAND ELIZABETH F | ||||||||||||||
| SVP, HUMAN RESOURCES | $273,347 | $0 | $128,759 | $0 | $0 | $0 | $2,848 | $0 | $13,770 | $0 | $418,724 | $0 | $0 | $0 |
| GUERRIERO JOHN G | ||||||||||||||
| DIRECTOR OF ADVOCACY & PARTNERSHIPS | $146,512 | $0 | $248,010 | $0 | $0 | $0 | $1,447 | $0 | $371 | $0 | $396,340 | $0 | $0 | $0 |
| REESE JEFFREY B | ||||||||||||||
| ASSOC. GEN. COUNSEL/ASST. CORP. SEC. | $147,555 | $0 | $25,498 | $0 | $0 | $0 | $1,524 | $0 | $791 | $0 | $175,368 | $0 | $0 | $0 |
| SWIFT JANE | ||||||||||||||
| FORMER EXECUTIVE CHAIR OF THE BOARD | $0 | $0 | $0 | $0 | $141,220 | $0 | $0 | $0 | $0 | $0 | $141,220 | $0 | $0 | $0 |
| KENDALL SITARSKI LAURA K | ||||||||||||||
| SR. COUNSEL(FORMER ASST.SEC.-6/3/17) | $123,981 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $123,981 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | APANOVITCH, DEREK, FORMER PRESIDENT, LEFT THE POSITION IN JULY 2019. HE RECEIVED $1,055,275 IN PAYMENT UNDER A SEPARATION AGREEMENT DURING THE CALENDAR YEAR 2020 AND IT IS REPORTED IN PART II, COLUMN (B)(II) AND (III). SWIFT, JANE, FORMER EXECUTIVE CHAIR OF THE BOARD, LEFT THE POSITION IN MARCH 2019. SHE RECEIVED $141,220 IN SEVERANCE PAYMENT UNDER A SEPARATION AGREEMENT DURING THE CALENDAR YEAR 2020 AND IT IS REPORTED IN PART II, COLUMN (B)(III). VERRATTI, MATTHEW J, FORMER EXECUTIVE VICE PRESIDENT, LEFT THE POSITION IN SEPTEMBER 2018. HE RECEIVED $498,000 IN PAYMENT UNDER THE SEPARATION AGREEMENT DURING THE CALENDAR YEAR 2020 AND IT IS REPORTED IN PART II, COLUMN (B)(III). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| CUSIP | 74442PMU6 | CUSIPNum |
| Bond Issued | 2019-12-19 | BondIssuedDt |
| Issue Price | $187,658,921 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $187,658,921 | TotalProceedsAmt |
| In Reserve Fund | $13,862,093 | InReserveFundAmt |
| Issuance Costs From Proceeds | $2,732,854 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $109,145 | CapitalExpendituresAmt |
| Other Spent Proceeds | $170,954,829 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (F): | FormAndLineReferenceDesc |
| Explanation | TO REFINANCE THE COSTS OF THE ACQUISITION OF THE ASSETS THAT COMPRISE THE HEALTHCARE EDUCATIONAL INSTITUTION KNOWN AS ULTIMATE MEDICAL ACADEMY. PART II, LINE 11: AMOUNT OF SERIES 2019A BOND USED TO REFINANCE A PORTION OF THE ACQUISITION NOTE. PART II, LINE 13: THE PROCEEDS OF THE BONDS WERE APPLIED TO REFINANCE TAXABLE DEBT AND ACCORDINGLY, THE SUBSTANTIAL COMPLETION DATE IS NOT APPLICABLE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $254,000 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: TLP CONSULTING, INC.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY POLIN, THEODORE L., VICE CHAIR OF THE BOARD(D) DESCRIPTION OF TRANSACTION:TLP CONSULTING, INC. PROVIDED OPERATIONAL CONSULTING SERVICES TO THE ORGANIZATION. DURING THE REPORTING YEAR, $254,000 OF CONSULTING SERVICES FEES WERE PAID TO TLP CONSULTING, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: ULTIMATE MEDICAL ACADEMY DBA: COMPLETE CONFERENCE MANAGEMENT DBA: GLOBAL EDUCATION GROUP DBA: MED LEARNING GROUP |
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | UMA EDUCATION, INC. OPERATES ULTIMATE MEDICAL ACADEMY, AN EDUCATIONAL INSTITUTION COMMITTED TO EQUIPPING AND EMPOWERING STUDENTS FOR HEALTHCARE CAREERS. HEADQUARTERED IN TAMPA AND HAVING A NATIONAL PRESENCE, THE ORGANIZATION STRIVES TO PROVIDE A LEARNING EXPERIENCE THAT MAXIMIZES VALUE FOR OUR STUDENTS IN A PROFESSIONAL AND SUPPORTIVE ENVIRONMENT. THE ORGANIZATION OFFERS CONTENT-RICH, INTERACTIVE ONLINE COURSES AS WELL AS HANDS-ON TRAINING AT ITS CAMPUSES. THE ORGANIZATION OFFERS ITS STUDENTS EXTENSIVE ACADEMIC ADVISING, ONE-ON-ONE OR GROUP TUTORING, RESUME AND INTERVIEW COACHING, JOB SEARCH ASSISTANCE, TECHNICAL SUPPORT AND MORE. THE INSTITUTION IS ACCREDITED BY THE ACCREDITING BUREAU OF HEALTH EDUCATION SCHOOLS. THE ORGANIZATION ALSO PROVIDES CONTINUING MEDICAL EDUCATION ("CME"), EDUCATING PHYSICIANS, NURSES, AND OTHER MEDICAL PROFESSIONALS THROUGHOUT THE UNITED STATES. THE ORGANIZATION'S CME DIVISION UTILIZES INNOVATIVE ONLINE COURSES AS WELL AS LIVE CONFERENCES THAT EMPLOY INDUSTRY CURRENT TECHNOLOGY TO MAXIMIZE THE LEARNER EXPERIENCE AND, ULTIMATELY, IMPROVE PATIENT OUTCOMES. THE ORGANIZATION IS ALSO ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION AND SEVERAL OTHER MEDICAL PROFESSIONAL ACCREDITING BODIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLINICAL AND PATIENT EDUCATORS ASSOCIATION ("CPEA") IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | CPEA HAS THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN MAJOR GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE APPROVAL OF CPEA, THE SOLE MEMBER OF THE ORGANIZATION. SPECIFICALLY, THE BOARD OF TRUSTEES OF THE ORGANIZATION MUST OBTAIN THE APPROVAL OF CPEA BEFORE EXECUTING ANY AGREEMENT OF MERGER OR CONSOLIDATION, APPROVING THE DISSOLUTION OF THE ORGANIZATION, OR APPROVING THE SALE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT WORKED WITH AN OUTSIDE ACCOUNTANT TO PREPARE THE FORM 990. MANAGEMENT REVIEWED THE DRAFT FORM 990 WITH THE OUTSIDE ACCOUNTANT. A FINALIZED DRAFT OF THE FULL FORM 990 IS PROVIDED TO THE WHOLE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY TO PROTECT THE INTEGRITY OF THE ORGANIZATION, INCLUDING AS IT RELATES TO ANY TRANSACTION THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE ORGANIZATION. ALL TRUSTEES AND OFFICERS ARE COVERED UNDER THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES. AFTER DISCLOSURE OF SUCH FACTS, THE INTERESTED PARTY MAY NOT PARTICIPATE IN THE DETERMINATION OF A CONFLICT OF INTEREST. THE BOARD WILL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE INTERESTED PERSON MUST RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN THE DELIBERATIONS ON THE RELATED PARTY TRANSACTION. THE BOARD WILL EVALUATE WHETHER THE TRANSACTION IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE ORGANIZATION AND WHETHER AN ALTERNATIVE TO THE TRANSACTION IS REASONABLY ACHIEVABLE. FOLLOWING SUCH EVALUATION, THE BOARD SHALL DECIDE WHETHER TO APPROVE THE TRANSACTION. TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE TOP MANAGEMENT OFFICIAL AND CERTAIN OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT TRUSTEES, AFTER REVIEWING COMPARABLE COMPENSATION INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. THE FIRM PROVIDED THAT INFORMATION BASED ON ITS PERFORMANCE OF A STUDY FOR THE COMMITTEE TO EVALUATE THE COMPENSATION LEVELS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS WERE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 990-T AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMA MLG LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 W DR MARTIN LUTHER KING JR BLV | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900958878 | EIN |
| Primary Activities | CONTINUING MEDICAL EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $26,734,022 | TotalIncomeAmt |
| End Of Year Assets | $5,541,435 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMA EDUCATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL AND PATIENT EDUCATORS ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 S BROADWAY SUITE 200-525 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272280465 | EIN |
| Primary Activities | CONTINUING MEDICAL EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |