UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC (EIN 59-6211832)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201941309349303609
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T11:43:34-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596211832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4078821220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY NO 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MISTY SHEPHERD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4078821220 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 09:44:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67F082C77BB3E4828772D6FE8E6CF355B9EDBE22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7E7B0C0E81BD62A89852478B08C37E9234D4314 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE MORSBERGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY NO 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $137,738,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCFFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE UCF FOUNDATION ENCOURAGES, STEWARDS AND CELEBRATES CHARITABLE CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT THE UNIVERSITY OF CENTRAL FLORIDA. THE UCF FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT ENHANCES THE MISSION AND VISION OF THE UNIVERSITY OF CENTRAL FLORIDA THROUGH ITS FUNDRAISING ACTIVITIES. THROUGH THE FOUNDATION, PRIVATE SUPPORT HAS HELPED UCF ESTABLISH ITSELF AS A MAJOR METROPOLITAN UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $28,408 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24,667 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,803,018 | PYContributionsGrantsAmt |
| CY Contributions Grants | $52,586,430 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,945,024 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,865,859 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,147,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,652,007 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,633,878 | PYOtherRevenueAmt |
| CY Other Revenue | $3,984,982 | CYOtherRevenueAmt |
| PY Total Revenue | $56,529,346 | PYTotalRevenueAmt |
| CY Total Revenue | $72,089,278 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,125,968 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,364,588 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,647,701 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,784,394 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $346,283 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $230,629 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,117,106 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,274,575 | PYOtherExpensesAmt |
| CY Other Expenses | $9,218,033 | CYOtherExpensesAmt |
| PY Total Expenses | $44,394,527 | PYTotalExpensesAmt |
| CY Total Expenses | $45,597,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,134,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,491,634 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $320,594,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,113,316 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,319,993 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,935,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $293,274,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $317,177,567 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UCF FOUNDATION ENCOURAGES, STEWARDS AND CELEBRATES CHARITABLE CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT THE UNIVERSITY OF CENTRAL FLORIDA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,379,650 | ExpenseAmt |
| Grant | $8,374,641 | GrantAmt |
| Revenue | $1,020,813 | RevenueAmt |
| Desc | ATHLETICS EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA ATHLETICS PROGRAM ENHANCE THE OVERALL ACADEMIC AND ATHLETIC EXPERIENCE FOR STUDENTS AND HELP PROVIDE FUNDS NECESSARY FOR UCF ATHLETICS TO CONTINUE DEVELOPING A NATIONALLY COMPETITIVE ATHLETICS PROGRAM. FUNDS ASSIST UCF ATHLETICS IN PROVIDING THE RESOURCES NECESSARY FOR UCF STUDENT ATHLETES TO SUCCEED IN THE CLASSROOM AND IN COMPETITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,430,867 | ExpenseAmt |
| Grant | $7,579,317 | GrantAmt |
| Revenue | $79,269 | RevenueAmt |
| Desc | ACADEMIC EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA PROGRAMS INCLUDE FUNDING FOR PROGRAM EXPENSES AND SALARIES FOR UNIVERSITY EMPLOYEES. ACADEMIC SUPPORT HELPS THE UNIVERSITY'S OUTSTANDING FACULTY INSPIRE STUDENTS, FOSTER AND ENHANCE STRONG ACADEMIC PROGRAMS AND SERVE AS A KEY ELEMENT TO INSTITUTIONAL GREATNESS. ENDOWED CHAIRS, EMINENT SCHOLAR POSITIONS AND DISTINGUISHED PROFESSORSHIPS ARE PRESTIGIOUS ACADEMIC POSITIONS HELD BY THE UNIVERSITY'S MOST ACCOMPLISHED FACULTY, AND SPENDING TO SUPPORT THESE POSITIONS HELPS THE UNIVERSITY MAINTAIN A HIGH STANDARD OF ACADEMIC EXCELLENCE. SPENDING TO SUPPORT RESEARCH PROJECTS AND INNOVATIVE PROGRAMS FURTHER IMPROVES THE UCF LEARNING EXPERIENCE. OPPORTUNITIES, CURRICULUM DEVELOPMENT, INTERNSHIPS, INTERDISCIPLINARY WORK, EXPERIENTIAL LEARNING, AND ACADEMIC ENRICHMENT ALL REQUIRE PRIVATE SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,496,583 | ExpenseAmt |
| Grant | $3,493,423 | GrantAmt |
| Revenue | $45,609 | RevenueAmt |
| Desc | STUDENT AID - THE UCF FOUNDATION IS DEDICATED TO ENRICHING THE LIVES OF UCF STUDENTS; THEREFORE, THE FOUNDATION SOLICITS DONATIONS TO SUPPORT SCHOLARSHIPS TO BENEFIT UCF STUDENTS. SCHOLARSHIPS ARE DESIGNED TO REWARD, ENCOURAGE AND ASSIST STUDENTS IN PURSUING ACADEMIC EXCELLENCE. SCHOLARSHIPS HELP ATTRACT A DIVERSE STUDENT BODY THAT CONTINUES TO BRING VARIOUS TALENTS AND AMBITIOUS GOALS TO ALL FACETS TO THE UNIVERSITY. SCHOLARSHIP FUNDS ARE TRANSFERRED TO THE UNIVERSITY FOR ADMINISTRATION AND PROCESSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,301,249 | ExpenseAmt |
| Grant | $2,917,207 | GrantAmt |
| Revenue | $818,539 | RevenueAmt |
| Desc | RESEARCH: RESEARCH IS CONDUCTED ON AN INDIVIDUAL AND COLLABORATIVE BASIS BY FACULTY WHO FOCUS ON THEIR PARTICULAR AREAS OF ACADEMIC DISCIPLINE. UCF HAS NUMEROUS NATIONALLY AND INTERNATIONALLY RECOGNIZED RESEARCH INSTITUTES DEVOTED TO INNOVATIVE RESEARCH AND DEVELOPMENT. ALUMNI RELATIONS: ENHANCES THE LIVES OF UCF ALUMNI, PARENTS, STUDENTS AND FRIENDS BY FOSTERING A MUTUALLY BENEFICIAL RELATIONSHIP WITH THE UNIVERSITY OF CENTRAL FLORIDA. GENERAL UNIVERSITY SUPPORT: THE FOUNDATION ALSO ADMINISTERS EXPENSES TO SUPPORT GENERAL AREAS AND PROGRAMS OF THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,301,249 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,917,207 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $818,539 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,608,349 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE MORSBERGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4078821220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 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 |
|---|---|---|---|---|---|---|---|---|---|
| JUDY ALBERTSON | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD O BALDWIN JR | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT BUESCHER | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GIDEON LEWIS | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS KLOCK | |||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RONALD C THOW | |||||||||
| DIRECTOR/SECRETARY | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD J WALSH | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE OKATY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE GOULD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J OSCAR RODRIGUEZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE CALLAHAN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JOHN C HITT | |||||||||
| EX-OFFICIO DIRECTOR / PRESIDENT OF UCF | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCOS MARCHENA | |||||||||
| EX-OFFICIO DIRECTOR/ CHAIR UCF BOT | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVA TUKDARIAN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OLGA CALVET THRU 1117 | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MILLER | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELANIE FERNANDEZ | |||||||||
| DIRECTOR/TREASURER | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANTONIO MORENO | |||||||||
| DIRECTOR/VICE CHAIR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DIANNE OWEN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA COREY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D EULIANO SR | |||||||||
| DIRECTOR/VICE CHAIR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DIANE MAHONY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH MORGAN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE VIRGA | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN FLOREZ | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A JAHNA SR | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W FERRELL | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NELSON J MARCHIOLI | |||||||||
| DIRECTOR/CHAIR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARGERY L PABST-STEINMETZ | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS GEARITY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACEY HENLEY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ALBERTSON | |||||||||
| EX-OFFICIO DIRECTOR, PRES OF UCF ATHLETICS ASSOC | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA BERNARD | |||||||||
| EX-OFFICIO DIRECTOR, CHAIR, UCF ALUMNI BOARD | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MORSEBERGER | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | $445,639 | $0 | $45,563 | Yes (X) | |||
| MISTY SHEPHERD | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | $177,028 | $0 | $34,901 | Yes (X) | |||
| DORCAS WILKINSON | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $264,008 | $0 | $21,144 | Yes (X) | |||
| KAREN COCHRAN | |||||||||
| SR. ASSOCIATE VP FOR ADVANCEMENT | 40.00 | 0.00 | $318,601 | $0 | $43,999 | Yes (X) | |||
| JULIE STROH | |||||||||
| SR. ASSOCIATE VP ADV, ALUMNI ENGAGEMENT | 40.00 | 0.00 | $230,381 | $0 | $40,449 | Yes (X) | |||
| JEFFREY COATES | |||||||||
| ASSOCIATE VP ADV, COLLEGE & UNITS | 40.00 | 0.00 | $245,980 | $0 | $20,422 | Yes (X) | |||
| WILLIAM DEAN | |||||||||
| ASSOCIATE VP ADV, PRINCIPAL GIFTS | 40.00 | 0.00 | $219,743 | $0 | $26,126 | Yes (X) | |||
| CHARLES ROBERTS | |||||||||
| ASSISTANT VP DEVELOPMENT COLLEGE OF MEDICINE | 40.00 | 0.00 | $204,203 | $0 | $38,956 | Yes (X) | |||
| MARK WRIGHT | |||||||||
| FORMER ASSOCIATE VP ALUMNI RELATIONS | 40.00 | 0.00 | $197,774 | $0 | $34,249 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,303,357 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $305,809 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| CUSHMAN & WAKEFIELD | |||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | BUILDING MANAGEMENT SERVICES | $561,792 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | CONSULTING SERVICES | $491,540 |
| MACDADE CONSTRUCTION INC | |||||
| 12000 S SANDFORD AVE | SANFORD | FL | 32771 | CONSTRUCTION SERVICES | $389,960 |
| DIGITAL CONVERGENCE ALLIANCE INC | |||||
| PO BOX 50008 | COLUMBIA | SC | 29250 | MASTER CONTROL SERVICES FOR WUCF TV | $387,156 |
| GMI GROUP INC | |||||
| 470 SATELLITE BLVD NE SUITE R | SUWANEE | GA | 30024 | MAINTENANCE | $356,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,023,844 | MembershipDuesAmt |
| Fundraising | $175,777 | FundraisingAmt |
| Government Grants | $12,343,140 | GovernmentGrantsAmt |
| All Other Contributions | $37,043,669 | AllOtherContributionsAmt |
| Noncash Contributions | $2,438,031 | NoncashContributionsAmt |
| Total Contributions | $52,586,430 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,865,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,865,859 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,865,859 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,421,993 | TotalRevenueColumnAmt |
| Exclusion | $2,421,993 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,022 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,753 | UnrelatedBusinessRevenueAmt |
| Exclusion | $297,269 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,900,935 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,312,016 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,588,919 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,588,919 | TotalRevenueColumnAmt |
| Exclusion | $3,588,919 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,441,331 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,211,317 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,230,014 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,230,014 | TotalRevenueColumnAmt |
| Exclusion | $11,230,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,330 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $175,777 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $121,730 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,600 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,425 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,943 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,751 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,808 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,808 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $66,211 | $66,211 | |
| ADVERTISING REVENUE | 541800 | $10,038 | $10,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,249 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,089,278 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,932,070 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,408 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,542,370 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,306,024 | TotalAmt |
| Program Services | $22,306,024 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,564 | TotalAmt |
| Program Services | $58,564 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,767 | TotalAmt |
| Management And General | $592,130 | ManagementAndGeneralAmt |
| Fundraising | $698,637 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753,581 | TotalAmt |
| Program Services | $2,100,269 | ProgramServicesAmt |
| Management And General | $3,607,701 | ManagementAndGeneralAmt |
| Fundraising | $4,045,611 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,476 | TotalAmt |
| Program Services | $94,312 | ProgramServicesAmt |
| Management And General | $294,148 | ManagementAndGeneralAmt |
| Fundraising | $326,016 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,378,349 | TotalAmt |
| Program Services | $242,985 | ProgramServicesAmt |
| Management And General | $636,559 | ManagementAndGeneralAmt |
| Fundraising | $498,805 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,221 | TotalAmt |
| Program Services | $78,802 | ProgramServicesAmt |
| Management And General | $282,502 | ManagementAndGeneralAmt |
| Fundraising | $285,917 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,720 | TotalAmt |
| Program Services | $63,320 | ProgramServicesAmt |
| Management And General | $16,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Management And General | $110,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,994 | TotalAmt |
| Program Services | $209,994 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,629 | TotalAmt |
| Fundraising | $230,629 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,684 | TotalAmt |
| Management And General | $681,684 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,274 | TotalAmt |
| Program Services | $725,585 | ProgramServicesAmt |
| Management And General | $134,161 | ManagementAndGeneralAmt |
| Fundraising | $89,528 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,504 | TotalAmt |
| Program Services | $119,553 | ProgramServicesAmt |
| Management And General | $37,341 | ManagementAndGeneralAmt |
| Fundraising | $9,610 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,483 | TotalAmt |
| Program Services | $228,724 | ProgramServicesAmt |
| Management And General | $119,696 | ManagementAndGeneralAmt |
| Fundraising | $319,063 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,039 | TotalAmt |
| Program Services | $365,633 | ProgramServicesAmt |
| Management And General | $600,238 | ManagementAndGeneralAmt |
| Fundraising | $5,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,460 | TotalAmt |
| Program Services | $378,058 | ProgramServicesAmt |
| Management And General | $32,261 | ManagementAndGeneralAmt |
| Fundraising | $139,141 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,809 | TotalAmt |
| Program Services | $620,464 | ProgramServicesAmt |
| Management And General | $48,364 | ManagementAndGeneralAmt |
| Fundraising | $133,981 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,625 | TotalAmt |
| Program Services | $35,625 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,650 | TotalAmt |
| Program Services | $6,667 | ProgramServicesAmt |
| Management And General | $219,983 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,293 | TotalAmt |
| Program Services | $30,977 | ProgramServicesAmt |
| Management And General | $73,316 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UCF PROGRAMING | $1,585,950 | $1,585,950 | ||
| BANQUETS & RECEPTIONS | $892,813 | $711,858 | $61,023 | $119,932 |
| FURNITURE, EQUIPMENT & | $274,440 | $194,840 | $77,550 | $2,050 |
| SPONSORSHIP/MEMBERSHIPS | $244,479 | $153,913 | $21,497 | $69,069 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,816 | TotalAmt |
| Program Services | $296,232 | ProgramServicesAmt |
| Management And General | $225,635 | ManagementAndGeneralAmt |
| Fundraising | $143,949 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,597,644 | TotalAmt |
| Program Services | $30,608,349 | ProgramServicesAmt |
| Management And General | $7,872,189 | ManagementAndGeneralAmt |
| Fundraising | $7,117,106 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800 | BOYAmt |
| EOY | $1,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,865,176 | BOYAmt |
| EOY | $16,651,633 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,402,780 | BOYAmt |
| EOY | $29,299,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,562 | BOYAmt |
| EOY | $434,960 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,450 | BOYAmt |
| EOY | $2,352,450 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,127 | BOYAmt |
| EOY | $976,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,385,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,903,915 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,655,619 | BOYAmt |
| EOY | $75,481,744 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,882,567 | BOYAmt |
| EOY | $96,301,497 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,990,231 | BOYAmt |
| EOY | $116,292,254 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,361 | BOYAmt |
| EOY | $321,794 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,594,673 | BOYAmt |
| EOY | $338,113,316 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,356 | BOYAmt |
| EOY | $973,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,741 | BOYAmt |
| EOY | $31,063 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,033,020 | BOYAmt |
| EOY | $19,455,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,876 | BOYAmt |
| EOY | $475,694 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,319,993 | BOYAmt |
| EOY | $20,935,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,392,482 | BOYAmt |
| EOY | $125,067,689 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,451,036 | BOYAmt |
| EOY | $56,026,744 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,431,162 | BOYAmt |
| EOY | $136,083,134 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,274,680 | BOYAmt |
| EOY | $317,177,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,594,673 | BOYAmt |
| EOY | $338,113,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,491,634 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,588,747 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,651,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,500,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,260,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,802,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,586,430 | CurrentTaxYearAmt |
| Total | $189,801,210 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,651,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,500,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,260,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,802,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,586,430 | CurrentTaxYearAmt |
| Total | $189,801,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $742,519 | SubstantialContributorsTotAmt |
| Public Support Total170 | $189,058,691 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,868,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,262,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,601,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,097,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,620,198 | CurrentTaxYearAmt |
| Total | $62,449,939 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,408 | CurrentTaxYearAmt |
| Total | $422,541 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,211 | CurrentTaxYearAmt |
| Total | $109,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $252,782,945 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,113,231 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $205,815 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,179 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $209,994 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES FUNDING FOR GOVERNMENTAL RELATIONS AND LOBBYING EFFORTS ON BEHALF OF THE UNIVERSITY. THE GOVERNMENT RELATIONS INCLUDE CULTIVATING, MAINTAINING, AND ENHANCING THE LINK BETWEEN UCF AND THE VARIOUS PUBLICS IT SERVES AND TO CREATE AND IMPLEMENT COMMUNITY-BASED PROGRAMS. THIS IS TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE UNIVERSITY WITHIN KEY EXTERNAL COMMUNITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 0.25 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,908,945 | BeginningYearBalanceAmt |
| Contributions | $6,040,685 | ContributionsAmt |
| Investment Earnings Or Losses | $10,144,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,346,979 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,957,296 | OtherExpendituresAmt |
| Administrative Expenses | $4,277,239 | AdministrativeExpensesAmt |
| End Year Balance | $163,512,131 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,460,803 | BeginningYearBalanceAmt |
| Contributions | $4,718,583 | ContributionsAmt |
| Investment Earnings Or Losses | $14,757,487 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,195,132 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,914,450 | OtherExpendituresAmt |
| Administrative Expenses | $3,918,346 | AdministrativeExpensesAmt |
| End Year Balance | $156,908,945 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,688,036 | BeginningYearBalanceAmt |
| Contributions | $3,395,955 | ContributionsAmt |
| Investment Earnings Or Losses | $1,519,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,579,101 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,903,831 | OtherExpendituresAmt |
| Administrative Expenses | $3,659,262 | AdministrativeExpensesAmt |
| End Year Balance | $146,460,803 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,614,861 | BeginningYearBalanceAmt |
| Contributions | $3,877,774 | ContributionsAmt |
| Investment Earnings Or Losses | $911,663 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,314,156 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,642,735 | OtherExpendituresAmt |
| Administrative Expenses | $3,759,372 | AdministrativeExpensesAmt |
| End Year Balance | $150,688,036 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,494,628 | BeginningYearBalanceAmt |
| Contributions | $2,550,623 | ContributionsAmt |
| Investment Earnings Or Losses | $23,691,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $749,717 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,812,345 | OtherExpendituresAmt |
| Administrative Expenses | $1,560,232 | AdministrativeExpensesAmt |
| End Year Balance | $156,614,861 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96590 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,907,684 | OtherCostOrOtherBasisAmt |
| Book Value | $53,907,684 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,783,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,597,248 | DepreciationAmt |
| Book Value | $17,186,451 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,807,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,113,880 | DepreciationAmt |
| Book Value | $1,693,469 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,702 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,238,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $544,085 | DepreciationAmt |
| Book Value | $2,694,140 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $75,481,744 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEXAVEST WORLD EQUITY FUND | $11,217,359 | F |
| MSCI ACWI IMI NL INDEX CTF | $16,904,306 | F |
| MAXEY/DUGGAR PROPERTY | $3,600,000 | F |
| OTHER SECURITIES < 5% OF TOTAL INVESTMENTS | $84,570,589 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $116,292,254 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT SECURITY & KEY DEPOSIT | $27,140 |
| ANNUITY PAYMENT LIABILITY | $448,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $475,694 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,222,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,588,746 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,437,497 | OtherRevenueAmt |
| Revenue Not Reported | $3,848,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,373,599 | RevenueSubtotalAmt |
| Other Revenues Not Included | $715,679 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $715,679 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,089,278 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,319,462 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,437,497 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,437,497 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,881,965 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $715,679 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $715,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,597,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE FOUNDATION HAS ONE CONSERVATION EASEMENT (50 FOOT CONSERVATION EASEMENT FOR DRAINAGE ALONG THE EASTERLY BOUNDARY OF THE PROPERTY), WHICH WAS INCLUDED IN THE VALUE OF THE LAND ON THE FOUNDATION'S BALANCE SHEET. |
| PART V, LINE 4: | THE FOUNDATION AUTHORIZES SPENDING FROM ITS ENDOWMENT TO SUPPORT THE UNIVERSITY'S STUDENT SCHOLARSHIPS, ACADEMIC CHAIRS, PROFESSORSHIPS, AND ACADEMIC PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF ITS TAX POSITION IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENTAL REVENUE 6,312,016. FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE 121,730. MERCHANDISE SALES EXPENSE NETTED AGAINST MERCHANDISE SALES REVENUE 3,751. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST INVESTMENT REVENUE 681,684. VALUE OF ANNUITY PAYMENTS NETTED AGAINST REVENUE 33,995. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENTAL REVENUE 6,312,016. FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE 121,730. MERCHANDISE SALES EXPENSE NETTED AGAINST MERCHANDISE SALES REVENUE 3,751. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST INVESTMENT REVENUE 681,684. VALUE OF ANNUITY PAYMENTS NETTED AGAINST REVENUE 33,995. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| PO BOX 718 | DES MOINES | IA | 503030718 | CALL CENTER | 0 | $234,572 | $202,000 | $32,572 |
| PAUL BAKER | ||||||||
| 6559 LAKE PEMBROKE PLACE | ORLANDO | FL | 32829 | CONSULTANTS | 0 | $0 | $10,000 | -$10,000 |
| BENTZ WHALEY FLESSNER & ASSOCIATES | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CONSULTANTS | 0 | $0 | $12,631 | -$12,631 |
| ANNUAL GIVING NETWORK LLC | ||||||||
| PO BOX 201 | MEDFIELD | MA | 02052 | CONSULTANTS | 0 | $0 | $5,997 | -$5,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $234,572 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $230,628 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,944 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROSEN COLLEGE PINAPPLE BALL | Event1Nm |
| Gross Receipts Event1 | $104,930 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,020 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,910 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $185 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,334 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,084 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $65,512 | OtherDirectExpensesEvent1Amt |
| Event2 | FOOTBALL KICKOFF LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $118,446 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,281 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $32,165 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $86,386 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $61,231 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $25,155 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $580 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $18,007 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,620 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $309,762 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $175,532 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $134,230 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $765 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,334 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,091 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,132 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,322 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,908 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USED THE FOLLOWING FUNDRAISERS FOR THE CURRENT TAX YEAR: FOR PAUL L BAKER, BENTZ WHALEY FLESSNER & ASSOCIATES, AND ANNUAL GIVING NETWORK LLC, THERE WILL BE NO GROSS RECEIPTS GENERATED FROM THESE VENDORS SINCE THE VENDOR IS PROVIDING RESEARCH SUPPORT AND CONSULTING SERVCES TO THE FOUNDATION'S DEVELOPMENT OFFICE REGARDING SOLICITATION STRATEGIES. IN ADDITION TO PROFESSIONAL FEE EXPENSES PAID TO RUFFALO NOEL LEVITZ, PAUL BAKER, BENTZ WHALEY FLESSNER & ASSOCIATES, AND ANNUAL GIVING NETWORK, LLC, THE FOUNDATION REIMBURSED THE COMPANIES $16,090.14, $365.79, $8490.94, AND $8,888.64 RESPECTIVELY. THIS WAS FOR BUSINESS TRAVEL AND INCIDENTAL EXPENSES IN ACCORDANCE WITH THE CONTRACTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | ||||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 592924021 | 501(C)(3) | $13,331,342 | FUNDING FOR PROGRAMS & SCHOLARSHIPS | |
| UCF GOLDEN KNIGHTS CORPORATION INC | ||||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 203794571 | 501(C)(3) | $2,023,540 | ATHLETIC STADIUM SUPPORT | |
| UCF CONVOCATION CORPORATION INC | ||||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 161733312 | 501(C)(3) | $915,072 | CONVOCATION CENTER SUPPORT | |
| UCF ATHLETIC ASSOCIATION INC | ||||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 592334448 | 501(C)(3) | $5,672,951 | ATHLETIC SCHOLARSHIP & PROGRAM SUPPORT | |
| UNIVERSITY CENTRAL FLORIDA RESEARCH FOUNDATION | ||||||||
| 12201 RESEARCH PARKWAY | ORLANDO | FL | 32826 | 593086453 | 501(C)(3) | $301,606 | RESEARCH ACTIVITY SUPPORT | |
| UCF FINANCE CORPORATION | ||||||||
| 4000 CENTRAL FLORIDA BLVD ROOM 384 | ORLANDO | FL | 32816 | 208919971 | 501(C)(3) | $61,513 | TO SUPPORT THE CONSTRUCTION OF DOWNTOWN CAMPUS | MILLICAN HALL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| TRAVEL & REGISTRATION PAYMENTS FOR VARIOUS STUDENTS | 345 | $44,708 | PURCHASE PRICE | TRAVEL/REGISTRATION | |
| TICKETS, CLOTHES, MEALS AND MISC FOR STUDENTS | 253 | $7,165 | PURCHASE PRICE | TICKETS/CLOTHES/MEAL | |
| BOOKS FOR STUDENTS | 1 | $250 | PURCHASE PRICE | BOOKS FOR STUDENTS | |
| EDUCATIONAL EQUIPMENT AND SUPPLIES | 7 | $441 | PURCHASE PRICE | EQUIPMENT/SUPPLIES | |
| OTHERS | 7 | DOLLAR VALUE | CASH AWARD | $6,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS: THE FOUNDATION MAINTAINS THE APPROVED EXPENDITURE REQUEST WHICH SUBSTANTIATE THE GRANT AMOUNTS PROVIDED TO THE RECIPIENTS. THE FOUNDATION MAINTAINS DONOR INFORMATION, RELATED CONTRIBUTION DOCUMENTATION, AND ANY DONOR RESTRICTIONS OUTLINED BY THE DONOR INCLUDING SCHOLARSHIP CRITERIA. THE GRANTS ARE MADE TO THE UNIVERSITY OR UNIVERSITY AFFILIATED ENTITIES AND THE FOUNDATION RELIES ON THE POLICIES, PROCEDURES, AND CONTROLS ESTABLISHED BY THESE ENTITIES FOR EXPENDITURE TRACKING AND PROPER ADMINISTRATION OF THE GRANTS FOR SCHOLARSHIP AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J MORSEBERGER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $434,429 | $0 | $0 | $0 | $11,210 | $0 | $22,488 | $0 | $23,075 | $0 | $491,202 | $0 | $0 | $0 |
| MISTY SHEPHERD | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $176,490 | $0 | $0 | $0 | $538 | $0 | $14,820 | $0 | $20,081 | $0 | $211,929 | $0 | $0 | $0 |
| DORCAS WILKINSON | ||||||||||||||
| CHIEF OPERATING OFFICER | $255,024 | $0 | $0 | $0 | $8,984 | $0 | $20,998 | $0 | $146 | $0 | $285,152 | $0 | $0 | $0 |
| KAREN COCHRAN | ||||||||||||||
| SR. ASSOCIATE VP FOR ADVANCEMENT | $309,903 | $0 | $0 | $0 | $8,698 | $0 | $22,417 | $0 | $21,582 | $0 | $362,600 | $0 | $0 | $0 |
| JULIE STROH | ||||||||||||||
| SR. ASSOCIATE VP ADV, ALUMNI ENGAGEM | $221,683 | $0 | $0 | $0 | $8,698 | $0 | $18,528 | $0 | $21,921 | $0 | $270,830 | $0 | $0 | $0 |
| JEFFREY COATES | ||||||||||||||
| ASSOCIATE VP ADV, COLLEGE & UNITS | $237,282 | $0 | $0 | $0 | $8,698 | $0 | $19,545 | $0 | $877 | $0 | $266,402 | $0 | $0 | $0 |
| WILLIAM DEAN | ||||||||||||||
| ASSOCIATE VP ADV, PRINCIPAL GIFTS | $211,045 | $0 | $0 | $0 | $8,698 | $0 | $17,413 | $0 | $8,713 | $0 | $245,869 | $0 | $0 | $0 |
| CHARLES ROBERTS | ||||||||||||||
| ASSISTANT VP DEVELOPMENT COLLEGE OF | $195,471 | $0 | $0 | $0 | $8,732 | $0 | $15,631 | $0 | $23,325 | $0 | $243,159 | $0 | $0 | $0 |
| MARK WRIGHT | ||||||||||||||
| FORMER ASSOCIATE VP ALUMNI RELATIONS | $172,818 | $0 | $17,675 | $0 | $7,281 | $0 | $13,677 | $0 | $20,572 | $0 | $232,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SUPPLEMENTAL COMPENSATION INFORMATION - 1. FIRST-CLASS OR CHARTER TRAVEL - FIRST CLASS TRAVEL PROVIDED TO THE PRESIDENT OF THE UNIVERSITY FOR HEALTH REASONS AND TO ACCOMODATE PREPARATION FOR MEETINGS. TOTAL SPENT ON FIRST CLASS TRAVEL WAS $5,693.79. CHARTER FLIGHTS ARE PROVIDED FOR THE PRESIDENT AND OTHER EXECUTIVE LEADERSHIP TO TRAVEL TO LOCATIONS WITH LIMITED COMMERCIAL FLIGHTS AND FACILITATES EN ROUTE MEETING PREPARATION. TOTAL SPENT ON CHARTER FLIGHT TRAVEL WAS $5,566.63. 2. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - FOR VARIOUS UNIVERSITY EMPLOYEES, THE FOUNDATION MADE SUPPLEMENT PAYMENTS WHICH INCLUDED GROSSED-UP AMOUNTS FOR TAX PURPOSES. THE TOTAL GROSSED-UP AMOUNTS WERE INCLUDED IN THE EMPLOYEES' REPORTABLE TAXABLE COMPENSATION. TOTAL GROSSED-UP AMOUNTS WERE $264,057.62. 3. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. TOTAL CLUB DUES PAID WERE $55,175.99. |
| PART I, LINE 7 | THE UNIVERSITY PAYS CERTAIN EXECUTIVES BONUSES DETERMINED BASED ON PERFORMANCE GOALS RELATED TO QUALITY OF EDUCATION, INSTITUTIONAL GROWTH AND FUNDRAISING. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | THE UNIVERSITY PAYS CERTAIN EXECUTIVES BONUSES DETERMINED BASED ON PERFORMANCE GOALS RELATED TO QUALITY OF EDUCATION, INSTITUTIONAL GROWTH AND FUNDRAISING, IN ACCORDANCE WITH THE UNIVERSITY POLICY AND THE SUPPLEMENT AVERAGES AT 14%. |
| FORM 990, SCHEDULE J, PART II | 1 ALL EMPLOYEES LISTED IN SCHEDULE J ARE EMPLOYEES OF THE UNIVERSITY OF CENTRAL FLORIDA WHICH HAS BEEN DETERMINED TO BE AN UNRELATED ORGANIZATION FOR PURPOSES OF 990 REPORTING. 2 DURING THE FISCAL YEAR, THE FOUNDATION PAID $647,978.71 TO THE UNIVERSITY RELATED TO COMPENSATION FOR DR. JOHN HITT, UCF PRESIDENT. IN ADDITION, THE FOUNDATION PAID FOR OTHER BENEFITS SUCH AS MEMBERSHIPS AND AN AUTOMOBILE LEASE WHICH WERE REPORTED TO UCF PAYROLL. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | |||||||
| A | 596211832 | 2008-12-30 | $10,400,000 | REFUND PRIOR ISSUE 2008 | 0 | 0 | 0 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | |||||||
| B | 596211832 | 2009-12-17 | $12,540,000 | REFUND PRIOR ISSUE 2009 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $1,640,000 | $10,400,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $12,433,674 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | $106,326 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00000 | 0.03940 | 0.03940 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00000 | 0.01050 | 0.01050 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOHN HITT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | EX-OFF DIR OF UCFF | RelationshipDescriptionTxt |
| Transaction | $141,101 | TransactionAmt |
| Transaction | SEE BELOW DR. HITT IS A DIRECTOR OF SUNTRUST, CENTRAL FLORIDA. IN THE CURRENT YEAR, THE UCF FOUNDATION HAS MADE PAYMENT OF $141,101 TO SUNTRUST BANKS FOR CUSTODIAL SERVICES RELATED TO THE FOUNDATIONS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,438,031 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV WHEN RECEIVED | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | EQUIPMENT | 16 | $0 |
| Yes (X) | SUPPLIES | 14 | $0 |
| Yes (X) | MISCELLANEOUS | 8 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PART I, TYPES OF PROPERTY LINE 1, 17, 25, 26 & 27 THE FOUNDATION RECEIVED SEVERAL DONOR GIFT IN-KIND CONTRIBUTIONS DURING THE YEAR INCLUDING REAL ESTATE AND ART WORK. THESE GIFTS IN-KIND PASSED THROUGH THE FOUNDATION TO THE UNIVERSITY AND ARE NOT INCLUDED IN THE FOUNDATION'S REVENUE BECAUSE THE FOUNDATION ONLY SERVES AS AN AGENT FOR THE UNIVERSITY. PART I, LINE 32A - USE OF THIRD PARTY TO SELL NONCASH CONTRIBUTIONS. THE FOUNDATION INSTRUCTS SUNTRUST, AS CUSTODIAN OF ITS INVESTMENTS, TO SELL ANY STOCK GIFTS RECEIVED BY THE FOUNDATION. STOCKS ARE VALUED AT THE AVERAGE OF THE HIGH AND LOW MARKET PRICE ON THE DAY OF RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES REPORTED ON FORM W3: ALL EMPLOYEES ARE UNIVERSITY OF CENTRAL FLORIDA EMPLOYEES; THEREFORE, THE UNIVERSITY OF CENTRAL FLORIDA ADMINISTERS THE EMPLOYEE COMPENSATION AND HUMAN RESOURCE PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 2 | RITA ADLER HAS A BUSINESS RELATIONSHIP WITH RICHARD WALSH. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOLLOWING IS THE REVIEW AND DISTRIBUTION PROCESS FOR THE FOUNDATION'S ANNUAL FORM 990: THIS PROCESS SHALL BE FOLLOWED EACH YEAR PRIOR TO FILING THESE DOCUMENTS WITH THE IRS. 1. THE CFO AND CEO SHALL REVIEW BOTH THE FORM 990 AND THE FORM 990-T AND RESOLVE ANY OUTSTANDING ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM REVIEWING OR PREPARING THE FORMS BEFORE DISTRIBUTION TO THE AUDIT COMMITTEE OR THE BOARD. IT IS THE CFO'S AND CEO'S RESPONSIBILITY TO CONFIRM THAT THESE FORMS DO NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS AS WELL AS ENSURE THE FINANCIAL INFORMATION FAIRLY REPRESENTS THE FOUNDATION'S FINANCIAL CONDITION FOR THE PERIOD BEING REPORTED. 2. THE AUDIT COMMITTEE SHALL REVIEW THE DRAFT FORM 990 PRIOR TO FILING WITH THE IRS AND SHALL DOCUMENT THEIR DISCUSSION AND REVIEW OF THE DOCUMENTS IN THE COMMITTEE MEETING MINUTES. FINAL REVIEW OF THE FORM 990 IS SPECIFICALLY DELEGATED TO THE AUDIT COMMITTEE AND NO FURTHER REVIEW SHALL BE REQUIRED BEFORE SUCH FORMS ARE FILED WITH THE IRS. THE DRAFT FORM 990 SHALL BE PROVIDED TO EACH VOTING BOARD MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. DISTRIBUTION MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION LINK TO AN ELECTRONIC WEBSITE, OR ACTUAL MAILING OF THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES SHALL BE REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM. THIS ANNUAL DISCLOSURE FORM WILL REQUEST SPECIFIC INFORMATION REGARDING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION AND WHETHER PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. AN INTERESTED PERSON WHO HAS OR LEARNS ABOUT A POTENTIAL CONFLICT SHOULD DISCLOSE PROMPTLY TO THE CHAIR OF THE BOARD DUE DILIGENCE COMMITTEE AND THE FOUNDATION'S CFO THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY THE COMMITTEE BEFORE THE ARRANGEMENT IS ENTERED INTO. FOLLOWING RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST. THE BOARD DUE DILIGENCE COMMITTEE SHALL CONSIDER THE MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THE ARRANGEMENT IS CONSISTENT WITH THE BEST INTEREST OF THE FOUNDATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE FOUNDATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE FOUNDATION RECEIVES AND THAT THE FOUNDATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS. WHEN AN INTERESTED PERSON BECOMES AWARE OF A PROPOSED CONFLICT OF INTEREST TRANSACTION, HE OR SHE WILL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH CONFLICT OF INTEREST TRANSACTION TO THE CHAIR OF THE DUE DILIGENCE COMMITTEE AND TO THE FOUNDATION'S CFO; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE FOUNDATION TO ENTER INTO THE CONFLICT OF INTEREST TRANSACTION; (C) AND PHYSICALLY RECUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE CONFLICT OF INTEREST TRANSACTION WITH OFFICIALS OF THE FOUNDATION, AT MEETINGS OF THE BOARD OF DIRECTORS, AND WITH OTHER MEMBERS OF THE FOUNDATION COMMUNITY, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE CONFLICT OF INTEREST TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY HUMAN RESOURCES DEPARTMENT REVIEWS COMPARABLE SALARY DATA. MARKET DATA FROM SALARY SURVEY SOURCES IS USED TO ASSIGN AN ACCURATE VALUE TO THE POSITION IN THE EXTERNAL LABOR MARKET. SURVEY MATCHES ARE BASED ON THE PRIMARY DUTIES OF THE POSITION. THE SURVEY DATA PROVIDES SALARY AND DEMOGRAPHIC DATA FOR SELECTED POSITIONS NATIONWIDE AND IS REPORTED IN A STATISTICAL FORMAT INDICATING THE AVERAGE AND MEDIAN SALARIES AND ADDITIONAL PERCENTILES (I.E. 25TH, 75TH). THE UNIVERSITY HR DEPARTMENT REVIEWS COMPARABLE SURVEY DATA WHEN AN EMPLOYEE IS HIRED OR PROMOTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 990 TAX DOCUMENTS, AND FINANCIAL STATEMENTS ARE PUBLISHED ON THE FOUNDATION'S WEBSITE, THE POLICY IQ SOFTWARE, OR ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE TO EITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA REAL ESTATE FOUNDATION LLC | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | $0 | $34,702,203 | N/A |
| KNIGHTS KROSSING STUDENT HOUSING LLC | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | $0 | $9,733,000 | N/A |