UMA EDUCATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UMA EDUCATION INC (EIN 47-2578950)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349313907
- Schema version
- 2018v3.1
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:22:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 BLVD | 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 & CFO | PersonTitleTxt |
| Phone | 8138982588 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 16:58:27 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5986EA02A50E5C1C2A76B2DCE64E771EF2BE8307 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $326,767,245 | 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 | 3582 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $125,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $213,222 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $311,430,467 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $326,579,612 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,633 | CYInvestmentIncomeAmt |
| PY Other Revenue | $125,000 | PYOtherRevenueAmt |
| CY Other Revenue | $125,000 | CYOtherRevenueAmt |
| PY Total Revenue | $311,612,728 | PYTotalRevenueAmt |
| CY Total Revenue | $326,767,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,079,267 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,230,365 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $130,342,560 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $138,650,482 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $140,087,223 | PYOtherExpensesAmt |
| CY Other Expenses | $151,270,067 | CYOtherExpensesAmt |
| PY Total Expenses | $283,509,050 | PYTotalExpensesAmt |
| CY Total Expenses | $302,150,914 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,103,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,616,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $437,194,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $439,692,819 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $373,713,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $351,595,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,480,521 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,096,852 | 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 | $279,085,681 | ExpenseAmt |
| Grant | $12,230,365 | GrantAmt |
| Revenue | $326,579,612 | 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 15,280 AS OF DECEMBER 31, 2018, WITH APPROXIMATELY 430 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-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 | $279,085,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 447 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3582 | 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 | Yes (1) | 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 | 9172435903 | 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 (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BAILEY DARLYNE | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| BURGHARDT STEPHEN | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| FRIEDMAN RICHARD | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| HAWK CHRISTOPHER | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| MCDEVITT SHEILA | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| POLIN THEODORE L | ||||||||||
| CHIEF GOVERNANCE OFFICER & BOARD MEMBER | 35.00 | 5.00 | Yes (X) | $252,206 | $0 | $30,270 | Yes (X) | |||
| SWIFT JANE | ||||||||||
| EXECUTIVE CHAIR OF THE BOARD | 35.00 | 5.00 | Yes (X) | $356,548 | $0 | $7,382 | Yes (X) | |||
| WOOTTEN MATTHEW | ||||||||||
| BOARD MEMBER | 6.00 | 2.00 | Yes (X) | $30,000 | $10,000 | $0 | ||||
| ANZUONI NICOLE M | ||||||||||
| GENERAL COUNSEL / CORP. SEC. | 40.00 | 2.00 | $458,788 | $0 | $24,995 | Yes (X) | ||||
| APANOVITCH DEREK | ||||||||||
| PRESIDENT UNTIL JULY 1, 2019 | 40.00 | 2.00 | $1,055,027 | $0 | $29,861 | Yes (X) | ||||
| HYLAND ROBERT G | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $542,724 | $0 | $28,628 | Yes (X) | ||||
| RAMETTA THOMAS | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | $693,829 | $0 | $28,068 | Yes (X) | ||||
| VERRATTI MATTHEW | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $631,412 | $0 | $22,785 | Yes (X) | ||||
| BECKER MICHAEL | ||||||||||
| SVP, STUDENT ENGAGEMENT | 40.00 | 0.00 | $495,997 | $0 | $27,428 | Yes (X) | ||||
| MUELLER GREGORY | ||||||||||
| SVP, OPERATIONS | 40.00 | 0.00 | $401,997 | $0 | $11,827 | Yes (X) | ||||
| NEUMANN APRIL | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $411,412 | $0 | $11,626 | Yes (X) | ||||
| WILSON JEREMY W | ||||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $334,440 | $0 | $26,728 | Yes (X) | ||||
| EDWARDS SUSAN A | ||||||||||
| CHIEF COMPLIANCE OFFICER | 40.00 | 0.00 | $442,941 | $0 | $28,304 | Yes (X) | ||||
| GARLAND ELIZABETH F | ||||||||||
| SVP, HUMAN RESOURCES | 40.00 | 0.00 | $333,005 | $0 | $12,934 | Yes (X) | ||||
| GRZYBOWSKI ANDREW | ||||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $503,115 | $0 | $963 | Yes (X) | ||||
| ROBERTS JOHN B | ||||||||||
| VP, CAREER SERVICES | 40.00 | 0.00 | $354,585 | $0 | $13,766 | Yes (X) | ||||
| SCHAFFRATH ALEXANDRA | ||||||||||
| SVP, STRATEGIC INITIATIVES | 40.00 | 0.00 | $395,945 | $0 | $32,929 | Yes (X) | ||||
| HIGHBLOOM DAVID | ||||||||||
| FORMER EXECUTIVE VICE PRESIDENT | 0.00 | 0.00 | $535,628 | $0 | $0 | Yes (X) | ||||
| KEMLER STEVEN | ||||||||||
| SENIOR ADVISOR | 20.00 | 0.00 | $142,842 | $0 | $10,141 | Yes (X) | ||||
| KENDALL SITARSKI LAURA K | ||||||||||
| SENIOR COUNSEL | 28.00 | 0.00 | $102,288 | $0 | $0 | Yes (X) | ||||
| LIFSCHULTZ LOWELL | ||||||||||
| SENIOR ADVISOR | 20.00 | 0.00 | $195,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,819,729 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $60,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $348,635 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 110 | 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 | $4,556,550 |
| PROGRESS INTERACTIVE MEDICAL EDUCATION | |||||
| 20 COMMERCE DRIVE STE 135 | CRANFORD | NJ | 07016 | CME ACTIVITIES | $3,570,417 |
| BOOKMASTERS INC | |||||
| 30 AMBERWOOD PARKWAY | ASHLAND | OH | 44805 | BOOKS WAREHOUSING AND FULFILLMENT | $3,114,106 |
| EDUCATIONDYNAMICS LLC | |||||
| 5 MARINE VIEW PLAZA SUITE 212 | HOBOKEN | NJ | 07030 | RECRUITING SUPPORT | $2,945,374 |
| ALL STAR DIRECTORIES INC | |||||
| 101 STEWART STREET SUITE 500 | SEATTLE | WA | 98101 | RECRUITING SUPPORT | $2,927,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 130 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611210 | $281,106,141 | $281,106,141 |
| CONTINUING MEDICAL EDU | 611210 | $45,473,471 | $45,473,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $326,579,612 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,633 | TotalRevenueColumnAmt |
| Exclusion | $62,633 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $125,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $125,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $125,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $326,767,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $326,579,612 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $125,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,633 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,230,365 | TotalAmt |
| Program Services | $12,230,365 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,839,759 | TotalAmt |
| Program Services | $3,374,833 | ProgramServicesAmt |
| Management And General | $1,464,926 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,071 | TotalAmt |
| Management And General | $1,514,071 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,029,594 | TotalAmt |
| Program Services | $106,737,245 | ProgramServicesAmt |
| Management And General | $9,292,349 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,934 | TotalAmt |
| Program Services | $514,972 | ProgramServicesAmt |
| Management And General | $59,962 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,998,348 | TotalAmt |
| Program Services | $6,486,118 | ProgramServicesAmt |
| Management And General | $512,230 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,693,776 | TotalAmt |
| Program Services | $8,261,501 | ProgramServicesAmt |
| Management And General | $432,275 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,768 | TotalAmt |
| Program Services | $115,288 | ProgramServicesAmt |
| Management And General | $835,480 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,229 | TotalAmt |
| Management And General | $295,229 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875,656 | TotalAmt |
| Program Services | $6,785,550 | ProgramServicesAmt |
| Management And General | $3,090,106 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,264,034 | TotalAmt |
| Program Services | $33,244,003 | ProgramServicesAmt |
| Management And General | $20,031 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,054,070 | TotalAmt |
| Program Services | $1,580,308 | ProgramServicesAmt |
| Management And General | $473,762 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,676,472 | TotalAmt |
| Program Services | $2,447,286 | ProgramServicesAmt |
| Management And General | $2,229,186 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,156,386 | TotalAmt |
| Program Services | $7,600,970 | ProgramServicesAmt |
| Management And General | $555,416 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,976 | TotalAmt |
| Program Services | $899,724 | ProgramServicesAmt |
| Management And General | $912,252 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,307 | TotalAmt |
| Program Services | $139,355 | ProgramServicesAmt |
| Management And General | $233,952 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,823,358 | TotalAmt |
| Program Services | $18,823,358 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,195 | TotalAmt |
| Program Services | $4,944,195 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,272 | TotalAmt |
| Program Services | $418,036 | ProgramServicesAmt |
| Management And General | $564,236 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CME ACTIVITY | $29,934,454 | $29,934,454 |
| UNCOLLECTIBLE DEBTS | $14,524,758 | $14,524,758 |
| TEXTBOOKS | $11,453,585 | $11,453,585 |
| EDUCATIONAL SUPPLIES | $6,833,315 | $6,833,315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,316,232 | TotalAmt |
| Program Services | $1,736,462 | ProgramServicesAmt |
| Management And General | $579,770 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,150,914 | TotalAmt |
| Program Services | $279,085,681 | ProgramServicesAmt |
| Management And General | $23,065,233 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,100,250 | BOYAmt |
| EOY | $65,482,287 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,924,830 | BOYAmt |
| EOY | $24,930,122 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,668,985 | BOYAmt |
| EOY | $16,237,177 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,016 | BOYAmt |
| EOY | $1,044,970 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,245,707 | BOYAmt |
| EOY | $7,151,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,968,742 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,321,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,380,724 | BOYAmt |
| EOY | $8,646,892 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,368,451 | BOYAmt |
| EOY | $315,368,451 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,214 | BOYAmt |
| EOY | $831,138 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,194,177 | BOYAmt |
| EOY | $439,692,819 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,164,966 | BOYAmt |
| EOY | $27,251,219 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,362,003 | BOYAmt |
| EOY | $7,760,474 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,670,601 | BOYAmt |
| EOY | $40,218,801 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,834,972 | BOYAmt |
| EOY | $251,464,160 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,960,151 | BOYAmt |
| EOY | $22,598,970 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,720,963 | BOYAmt |
| EOY | $2,302,343 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,713,656 | BOYAmt |
| EOY | $351,595,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,480,521 | BOYAmt |
| EOY | $88,096,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,480,521 | BOYAmt |
| EOY | $88,096,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,194,177 | BOYAmt |
| EOY | $439,692,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,616,331 | ReconcilationRevenueExpnssAmt |
| 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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,697,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,338,276 | DepreciationAmt |
| Book Value | $2,359,555 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,385,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,233,245 | DepreciationAmt |
| Book Value | $2,151,881 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,885,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,750,329 | DepreciationAmt |
| Book Value | $4,135,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,646,892 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $2,302,343 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,302,343 | 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 INCOME TAXES IS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 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, 2018, 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 2015. | 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 | 0 | 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. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FUNDS FROM GOVERNMENTAL AGENCIES, INCLUDING THE U.S. DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | THE ORGANIZATION PROVIDED PROGRAM SERVICES FOR 2 CONTINUING MEDICAL EDUCATION PROGRAMS IN PARIS, FRANCE. PROGRAM 1: CURRENT STATUS AND NEW APPROACHES IN THE TREATMENT OF HELPATOCELLULAR CARCINOMA (HCC) IN MARCH, 2018. PROGRAM 2: EVOLVING MANAGEMENT STRATEGIES FOR MODERATE-TO-SEVERE ATOPIC DEMATITIS IN SEPTEMBER, 2018. THE ORGANIZATION INCURRED APPROXIMATELY $24,300 IN EDUCATIONAL EXPENSES RELATED TO SUCH SERVICES IN PARIS FRANCE. | $24,300 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | THE ORGANIZATION PROVIDED PROGRAM SERVICES FOR 2 CONTINUING MEDICAL EDUCATION PROGRAMS IN VANCOUVER, CANADA. PROGRAM 1: THE P4 APPROACH: PREDICTIVE, PREVENTIVE, PERSONALIZED AND PARTICIPATORY MEDICINE IN JULY, 2018. PROGRAM 2: CLINICAL ISSUES IN CHRONIC PAIN IN APRIL, 2018. THE ORGANIZATION DID NOT INCUR ANY EXPENSES RELATED TO SUCH SERVICES IN VANCOUVER, CANADA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,300 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,300 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | UMA INSTITUTIONAL GRANTS TO STUDENTS | GrantTypeTxt |
| Recipient | 5211 | RecipientCnt |
| Cash Grant | $12,230,365 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| POLIN THEODORE L | ||||||||||||||
| CHIEF GOVERNANCE OFFICER & BOARD MEM | $250,622 | $0 | $0 | $0 | $1,584 | $0 | $2,625 | $0 | $27,645 | $0 | $282,476 | $0 | $0 | $0 |
| SWIFT JANE | ||||||||||||||
| EXECUTIVE CHAIR OF THE BOARD | $354,602 | $0 | $0 | $0 | $1,946 | $0 | $2,667 | $0 | $4,715 | $0 | $363,930 | $0 | $0 | $0 |
| ANZUONI NICOLE M | ||||||||||||||
| GENERAL COUNSEL / CORP. SEC. | $336,871 | $0 | $121,351 | $0 | $566 | $0 | $0 | $0 | $24,995 | $0 | $483,783 | $0 | $0 | $0 |
| APANOVITCH DEREK | ||||||||||||||
| PRESIDENT UNTIL JULY 1, 2019 | $627,782 | $0 | $426,827 | $0 | $418 | $0 | $4,866 | $0 | $24,995 | $0 | $1,084,888 | $0 | $0 | $0 |
| HYLAND ROBERT G | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $360,701 | $0 | $182,023 | $0 | $0 | $0 | $3,633 | $0 | $24,995 | $0 | $571,352 | $0 | $0 | $0 |
| RAMETTA THOMAS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $431,231 | $0 | $262,214 | $0 | $384 | $0 | $3,197 | $0 | $24,871 | $0 | $721,897 | $0 | $0 | $0 |
| VERRATTI MATTHEW | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $335,142 | $0 | $295,102 | $0 | $1,168 | $0 | $2,998 | $0 | $19,787 | $0 | $654,197 | $0 | $0 | $0 |
| BECKER MICHAEL | ||||||||||||||
| SVP, STUDENT ENGAGEMENT | $338,804 | $0 | $152,807 | $0 | $4,386 | $0 | $2,433 | $0 | $24,995 | $0 | $523,425 | $0 | $0 | $0 |
| MUELLER GREGORY | ||||||||||||||
| SVP, OPERATIONS | $266,636 | $0 | $134,863 | $0 | $498 | $0 | $3,474 | $0 | $8,353 | $0 | $413,824 | $0 | $0 | $0 |
| NEUMANN APRIL | ||||||||||||||
| SENIOR VICE PRESIDENT | $292,108 | $0 | $118,938 | $0 | $366 | $0 | $2,934 | $0 | $8,692 | $0 | $423,038 | $0 | $0 | $0 |
| WILSON JEREMY W | ||||||||||||||
| CHIEF INFORMATION OFFICER | $276,912 | $0 | $57,144 | $0 | $384 | $0 | $1,958 | $0 | $24,770 | $0 | $361,168 | $0 | $0 | $0 |
| EDWARDS SUSAN A | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $322,293 | $0 | $119,680 | $0 | $968 | $0 | $3,309 | $0 | $24,995 | $0 | $471,245 | $0 | $0 | $0 |
| GARLAND ELIZABETH F | ||||||||||||||
| SVP, HUMAN RESOURCES | $247,829 | $0 | $81,761 | $0 | $3,415 | $0 | $2,579 | $0 | $10,355 | $0 | $345,939 | $0 | $0 | $0 |
| GRZYBOWSKI ANDREW | ||||||||||||||
| VICE PRESIDENT | $183,468 | $0 | $319,647 | $0 | $0 | $0 | $343 | $0 | $620 | $0 | $504,078 | $0 | $0 | $0 |
| ROBERTS JOHN B | ||||||||||||||
| VP, CAREER SERVICES | $261,161 | $0 | $93,424 | $0 | $0 | $0 | $2,634 | $0 | $11,132 | $0 | $368,351 | $0 | $0 | $0 |
| SCHAFFRATH ALEXANDRA | ||||||||||||||
| SVP, STRATEGIC INITIATIVES | $285,860 | $0 | $110,085 | $0 | $0 | $0 | $2,985 | $0 | $29,944 | $0 | $428,874 | $0 | $0 | $0 |
| HIGHBLOOM DAVID | ||||||||||||||
| FORMER EXECUTIVE VICE PRESIDENT | $0 | $0 | $385,628 | $0 | $150,000 | $0 | $0 | $0 | $0 | $0 | $535,628 | $0 | $0 | $0 |
| KEMLER STEVEN | ||||||||||||||
| SENIOR ADVISOR | $140,209 | $0 | $0 | $0 | $2,633 | $0 | $1,450 | $0 | $8,691 | $0 | $152,983 | $0 | $0 | $0 |
| KENDALL SITARSKI LAURA K | ||||||||||||||
| SENIOR COUNSEL | $102,288 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $102,288 | $0 | $0 | $0 |
| LIFSCHULTZ LOWELL | ||||||||||||||
| SENIOR ADVISOR | $195,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $195,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | HIGHBLOOM, DAVID, FORMER EXECUTIVE VICE PRESIDENT, LEFT THE POSITION IN JULY 2017. HE RECEIVED $385,628 OF BONUS PAYMENT AND A PAYMENT OF $150,000 UNDER THE SEPARATION AGREEMENT DURING THE CALENDAR YEAR 2018. THE SAID BONUS PAYMENT AND PAYMENT ARE REPORTED IN PART II, COLUMN (B) (II) AND COLUMN (B) (III) RESPECTIVELY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | ENTITY MORE THAN 35% OWNED BY STEVEN KEMLER, CEO, AND LOWELL LIFSCHULTZ, SV | RelationshipWithOrgTxt |
| Loan Purpose | NOTE PAYABLE FOR ASSET ACQUISITION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $325,000,000 | OriginalPrincipalAmt |
| Balance Due | $251,464,160 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $251,464,160 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | $125,000 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | $268,050 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | $305,270 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | (A) NAME OF PERSON: ULTIMATE MEDICAL ACADEMY, LLC(B) RELATIONSHIP WITH ORGANIZATION: ENTITY MORE THAN 35% OWNED BY STEVEN KEMLER, SENIOR ADVISOR, AND LOWELL LIFSCHULTZ, SENIOR ADVISOR(C) PURPOSE: NOTE PAYABLE FOR ASSET ACQUISITION (SEE BELOW BUSINESS TRANSACTION)DESCRIPTION OF BUSINESS TRANSACTION:ON MARCH 9, 2015, THE ORGANIZATION ACQUIRED FROM ULTIMATE MEDICAL ACADEMY, LLC ("LLC") ALL OF THE ASSETS NECESSARY TO OPERATE ULTIMATE MEDICAL ACADEMY, AN EDUCATIONAL INSTITUTION (THE "TRANSACTION"). STEVEN KEMLER, SENIOR ADVISOR, AND LOWELL LIFSCHULTZ, SENIOR ADVISOR, TOGETHER OWN MORE THAN 35% OF LLC.THE TRANSACTION WAS NEGOTIATED BY, AND APPROVED BY THE BOARD OF DIRECTORS OF, CLINICAL AND PATIENT EDUCATORS ASSOCIATION ("CPEA"), WHICH ESTABLISHED THE ORGANIZATION AND BECAME ITS SOLE MEMBER. CPEA'S DIRECTORS HAVE EXPERTISE IN MEDICINE, EDUCATION, NOT-FOR-PROFIT MANAGEMENT, LAW, AND FINANCE. SUCH DIRECTORS WERE INDEPENDENT FROM LLC AND ENGAGED THEIR OWN LEGAL, FINANCIAL, AND OTHER ADVISORS IN CONNECTION WITH THE TRANSACTION. CPEA CONDUCTED IN-DEPTH DUE DILIGENCE WITH RESPECT TO THE TRANSACTION AND RECEIVED A FAIRNESS OPINION FROM A WELL-RESPECTED, INDEPENDENT FINANCIAL FIRM WITH EXPERTISE IN ACQUISITIONS AS TO THE TERMS OF THE PURCHASE AGREEMENT AND PRICE. THE BOARD OF DIRECTORS OF CPEA ALSO BECAME THE BOARD OF DIRECTORS OF THE ORGANIZATION AND APPROVED THE TRANSACTION IN THAT CAPACITY.THE TRANSACTION WAS STRUCTURED TO PRESERVE THE FINANCIAL AND OPERATIONAL STRENGTHS OF ULTIMATE MEDICAL ACADEMY (THE "ACADEMY") AND TO AVOID ANY ADVERSE EFFECTS ON STUDENT PROGRAMS AND SERVICES, FACULTY OR STAFF. THE ORGANIZATION WAS NOT REQUIRED TO MAKE ANY PAYMENT TO LLC AT THE TIME OF THE TRANSACTION, SO THAT THE ORGANIZATION'S FINANCIAL RESOURCES COULD CONTINUE TO BE DEDICATED TO THE OPERATIONS OF THE ACADEMY. THE PURCHASE PRICE WAS PAID ENTIRELY THROUGH ISSUANCE OF A PROMISSORY NOTE, BEARING A REASONABLE, MARKET-BASED INTEREST RATE AND SUBORDINATED TO THE ORGANIZATION'S BANK INDEBTEDNESS. THE ORGANIZATION MAY DEFER ANY SCHEDULED PAYMENTS OF PRINCIPAL AND INTEREST ON THE PROMISSORY NOTE IF THE CASH BALANCE OR WORKING CAPITAL OF THE ORGANIZATION DOES NOT MEET CERTAIN DEFINED THRESHOLDS. THESE TERMS WERE INTENDED TO ALLOW THE ORGANIZATION AND THE ACADEMY TO USE THEIR FINANCIAL RESOURCES TO CONTINUE TO OFFER HIGH QUALITY PROGRAMS AND SERVICES FOR THE ACADEMY'S STUDENTS. |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: ULTIMATE MEDICAL ACADEMY, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY STEVEN KEMLER, SENIOR ADVISOR, AND LOWELL LIFSCHULTZ, SENIOR ADVISOR(D) DESCRIPTION OF TRANSACTION: DURING THE YEAR ENDED DECEMBER 31, 2018, THE ORGANIZATION WAS A PARTY TO AN ADMINSTRATIVE SERVICE AGREEMENT PURSUANT TO WHICH THE ORGANIZATION PROVIDED ADMINISTRATIVE SERVICES TO LLC, THE ENTITY FORMERLY OWNING THE SCHOOL KNOWN AS ULTIMATE MEDICAL ACADEMY. THE LLC PAID THE ORGANIZATION $125,000, FAIR VALUE FOR THESE SERVICES UNDER THE AGREEMENT. (A) NAME OF PERSON: MCGUIRE LAW GROUP, PLLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY A FAMILY MEMBER OF LOWELL LIFSCHULTZ, SENIOR ADVISOR(D) DESCRIPTION OF TRANSACTION: A FAMILY MEMBER OF LOWELL LIFSCHULTZ, SENIOR ADVISOR, IS THE SINGLE MEMBER OF MCGUIRE LAW GROUP, PLLC WHO PROVIDED LEGAL SERVICES TO THE ORGANIZATION. DURING THE REPORTING YEAR, $268,050 OF LEGAL SERVICES FEES WAS PAID TO MCGUIRE LAW GROUP, PLLC.(A) NAME OF PERSON: TRESTLE VENTURE GROUP, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY DAVID HIGHBLOOM, EXECUTIVE VICE PRESIDENT (JANUARY TO JUNE 2017) (D) DESCRIPTION OF TRANSACTION:TRESTLE VENTURE GROUP, LLC PROVIDED OPERATIONAL CONSULTING SERVICES TO THE ORGANIZATION (BEGINNING IN JULY 2017). DURING THE REPORTING YEAR, $305,270 OF CONSULTING SERVICES FEES WERE PAID TO TRESTLE VENTURE GROUP, LLC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 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 | 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 WRITING GUIDANCE, INTERVIEW COACHING, JOB SEARCH ASSISTANCE, AND TECHNICAL SUPPORT. 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 2 | STEVEN KEMLER AND LOWELL LIFSCHULTZ HAVE A BUSINESS RELATIONSHIP. |
| 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 DIRECTORS 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 DIRECTORS 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 DIRECTOR OF THE ORGANIZATION. ALL DIRECTORS 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 DIRECTORS. 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 DISCUSSION 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. DIRECTORS 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 DIRECTORS, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, 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). |
| FORM 990, PART I, LINE 7B: | NET UNRELATED BUSINESS TAXABLE INCOME FROM FORM 990-T, LINE 38 INCLUDES AMOUNTS PAID FOR DISALLOWED FRINGES, SUCH AS PARKING AND COMMUTER BENEFITS, WHICH GIVE RISE TO UNRELATED BUSINESS TAXABLE INCOME UNDER THE TAX CUTS AND JOBS ACT EFFECTIVE 2018. |
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 | $24,148,033 | TotalIncomeAmt |
| End Of Year Assets | $18,285,910 | 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |