UNIVERSAL ORLANDO FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSAL ORLANDO FOUNDATION INC (EIN 59-3510383)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201713079349300526
- Schema version
- 2016v3.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T09:15:09-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593510383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSAL ORLANDO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4072247905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UNIVERSAL STUDIOS PLAZA | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY STOCKWELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4072247905 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERESA A BURDINE CPA | PreparerPersonNm |
| PTIN | P00362629 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 09:26:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6AC44CFA5DF0491D18131A5982D300079184BF19 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6AC44CFA5DF0491D18131A5982D300079184BF19 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN SPROULS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UNIVERSAL STUDIOS PLAZA | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,908,662 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,350,429 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,676,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $218,928 | PYOtherRevenueAmt |
| CY Other Revenue | $368,368 | CYOtherRevenueAmt |
| PY Total Revenue | $2,569,357 | PYTotalRevenueAmt |
| CY Total Revenue | $3,045,236 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,496,410 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,901,062 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $98,073 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $118,641 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,173 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $345,960 | PYOtherExpensesAmt |
| CY Other Expenses | $364,785 | CYOtherExpensesAmt |
| PY Total Expenses | $1,940,443 | PYTotalExpensesAmt |
| CY Total Expenses | $2,384,488 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $628,914 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $660,748 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,258,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,243,953 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,388,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,712,287 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,870,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,531,666 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,040,774 | ExpenseAmt |
| Grant | $969,103 | GrantAmt |
| Desc | FOUNDATION GENERAL FUND - THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS AND PROGRAMS THAT TAKE A PROACTIVE APPROACH TO COMMUNITY NEEDS IN THE AREA OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $252,326 | ExpenseAmt |
| Grant | $197,500 | GrantAmt |
| Desc | TEAM MEMBER CHARITABLE FUND - THIS FUND PROVIDES FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL-ORLANDO AND WET 'N WILD TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. THE FUND ALSO SUPPORTS UGIVE WHICH RECOGNIZED UNIVERSAL-ORLANDO TEAM MEMBERS' VOLUNTEER EFFORTS BY AWARDING GRANTS TO QUALIFIED NONPROFIT ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $364,257 | ExpenseAmt |
| Grant | $327,459 | GrantAmt |
| Desc | COMPASSION FUND - THIS FUND FOCUSES ON ORGANIZATIONS THAT PROVIDE SERVICES FOR CHILDREN WITH LIFE-THREATENING ILLNESSES OR DISABILITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $454,886 | ExpenseAmt |
| Grant | $407,000 | GrantAmt |
| Desc | BASIC NEEDS FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE BASIC SERVICES SUCH AS FOOD, CLOTHING, AND SHELTER. (EXPENSE: $194,218, GRANTS: $175,000)ARTS & CULTURE FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE ARTS AND CULTURAL PROGRAMS THROUGHOUT THE COMMUNITY. (EXPENSE: $127,603, GRANTS: $117,000)EDUCATION FUND: FOCUSES ON ORGANIZATIONS THAT ARE MAKING A DIFFERENCE IN EDUCATION YOUTH IN OUR COMMUNITY. (EXPENSE: $133,065, GRANTS: $115,000) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $454,886 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $407,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,112,243 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE O'DELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4072245690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UNIVERSAL STUDIOS PLAZA | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN SPROULS | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TRACEY STOCKWELL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $815,725 | $31,350 | 40.00 | |
| JUDITH LUGENAS | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $505,898 | $26,143 | 40.00 | |
| SANDRA CHEN | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $269,025 | $22,702 | 40.00 | |
| RIC FLORELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $888,394 | $25,346 | 40.00 | ||
| PETER GIACALONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $768,814 | $18,421 | 40.00 | ||
| CHARLIE GUNDACKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $569,445 | $30,583 | 40.00 | ||
| ALICE NORSWORTHY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $1,194,284 | $32,864 | 40.00 | ||
| RHONDA RHODES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $371,403 | $31,070 | 40.00 | ||
| CATHY ROTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $719,909 | $32,465 | 40.00 | ||
| MICHAEL HANLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER LATHAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM RODITUS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE READ | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $118,974 | $23,886 | 1.00 | ||
| DIANE O'DELL | ||||||||
| EXCUTIVE DIRECTOR | 15.00 | $0 | $251,735 | $23,367 | 25.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,473,606 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $664,324 | FundraisingAmt |
| All Other Contributions | $2,012,544 | AllOtherContributionsAmt |
| Noncash Contributions | $690,320 | NoncashContributionsAmt |
| Total Contributions | $2,676,868 | TotalContributionsAmt |
| Fundraising Gross Income | $1,231,794 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $664,324 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $863,426 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,368 | TotalRevenueColumnAmt |
| Exclusion | $368,368 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,045,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $368,368 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,847,418 | TotalAmt |
| Program Services | $1,847,418 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,644 | TotalAmt |
| Program Services | $53,644 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,641 | TotalAmt |
| Program Services | $53,339 | ProgramServicesAmt |
| Management And General | $23,728 | ManagementAndGeneralAmt |
| Fundraising | $41,574 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,344 | TotalAmt |
| Management And General | $15,344 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FUNDRAISING | $191,599 | $191,599 | |
| BAD DEBT EXPENSE | $147,797 | $147,797 | |
| CREDIT CARD FEES | $9,830 | $9,830 | |
| SUPPLIES | $215 | $215 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,384,488 | TotalAmt |
| Program Services | $2,112,243 | ProgramServicesAmt |
| Management And General | $39,072 | ManagementAndGeneralAmt |
| Fundraising | $233,173 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,599 | BOYAmt |
| EOY | $2,759,645 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,373 | BOYAmt |
| EOY | $1,484,308 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,258,972 | BOYAmt |
| EOY | $4,243,953 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,786 | BOYAmt |
| EOY | $58,933 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,069 | BOYAmt |
| EOY | $1,013,597 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $62,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,199 | BOYAmt |
| EOY | $577,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,054 | BOYAmt |
| EOY | $1,712,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,911 | BOYAmt |
| EOY | $687,623 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,007 | BOYAmt |
| EOY | $1,844,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,918 | BOYAmt |
| EOY | $2,531,666 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,258,972 | BOYAmt |
| EOY | $4,243,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $660,748 | ReconcilationRevenueExpnssAmt |
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,967,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,762,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,429,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,676,868 | CurrentTaxYearAmt |
| Total | $12,736,484 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,967,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,762,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,429,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,676,868 | CurrentTaxYearAmt |
| Total | $12,736,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,082,644 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,653,840 | PublicSupportTotal170Amt |
| Total Support | $12,736,484 | TotalSupportAmt |
| Public Support CY170 | 0.75800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UNIVERSAL CITY DEVELOPMENT | $190,915 |
| LONG TERM CONTRIBUTIONS PAYABLE | $386,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $577,257 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,054,508 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $145,846 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $863,426 | OtherRevenueAmt |
| Revenue Not Reported | $1,009,272 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,045,236 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,045,236 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,393,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $145,846 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $863,426 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,009,272 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,384,488 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,384,488 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING REVENUE 863,426. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING REVENUE 863,426. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY CLASSIC | Event1Nm |
| Gross Receipts Event1 | $966,440 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $379,931 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $586,509 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $440,248 | FoodAndBeverageEvent1Amt |
| Event2 | BLACK DIE | Event2Nm |
| Gross Receipts Event2 | $440,784 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $143,153 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $297,631 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $184,742 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $488,894 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $141,240 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $347,654 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $238,436 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $1,896,118 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $664,324 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,231,794 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $863,426 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $863,426 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $368,368 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A GIFT FOR TEACHING INC | ||||||||
| 6501 MAGIC WAY BUILDING 400C | ORLANDO | FL | 32806 | 593515162 | 501(C)(3) | $50,000 | BACKPACK GRANT, UGIVE GRANT | |
| ARNOLD PALMER MEDICAL CENTER FOUNDATION | ||||||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | 592244943 | 501(C)(3) | $25,000 | BRIDGING THE GAP TO MEET BASIC & EMOTIONAL NEEDS OF CHILDREN & FAMILIES DEALING WITH SEVERE ILLNESS AND INJURY | 50 |
| BIG BROTHERS BIG SISTERS OF CENTRAL FLORIDA INC | ||||||||
| 807 S ORLANDO AVENUE SUITE R | WINTER PARK | FL | 32789 | 596555007 | 501(C)(3) | $30,000 | MENTORING AND YOUTH DEVELOPMENT PROGRAMMING | |
| CAMP BOGGY CREEK | ||||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 32736 | 593012889 | 501(C)(3) | $50,000 | CREATIVE CREEK AND THE JOY OF YES | |
| CANINE COMPANIONS FOR INDEPENDENCE - SE REGION | ||||||||
| 8150 CLARCONA-OCOEE ROAD | ORLANDO | FL | 32818 | 942494324 | 501(C)(3) | $38,459 | ALL INCLUSIVE PLAYGROUND FOR CANINE COMPANIONS FOR INDEPENDENCE SOUTHEAST REGION CAMPUS; UGIVE GRANT | |
| CENTRAL FLORIDA COMMUNITY ARTS INC | ||||||||
| PO BOX 720517 | ORLANDO | FL | 32872 | 452324172 | 501(C)(3) | $25,000 | YOUNG ARTISTS ORCHESTRA | |
| CENTRAL FLORIDA BETTER TOGETHER FUND | ||||||||
| 800 NORTH MAGNOLIA AVENUE SUITE | ORLANDO | FL | 32803 | 593182886 | 501(C)(3) | $100,000 | COMMUNITY SUPPORT AFTER PULSE NIGHTCLUB TRAGEDY | 1200 |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC | ||||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | 591353031 | 501(C)(3) | $37,000 | FAMILY AND EMERGENCY SERVICES PROGRAM; BOX TRUCK PURCHASE | |
| CITY YEAR ORLANDO | ||||||||
| 201 SOUTH ORANGE AVE SUITE 600 | ORLANDO | FL | 32801 | 222882549 | 501(C)(3) | $200,000 | CITY YEAR ORLANDO- MEMORIAL MIDDLE AND CATALINA ELEMENTARY THROUGH 2018 | |
| COALITION FOR THE HOMELESS OF CENTRAL FLORIDA INC | ||||||||
| 639 WEST CENTRAL BOULEVARD | ORLANDO | FL | 32801 | 592814255 | 501(C)(3) | $40,000 | THE PATH TO STABILITY FOR HOMELESS WOMEN AND CHILDREN | |
| CONDUCTIVE EDUCATION CENTER OF ORLANDO | ||||||||
| 931 S SEMORAN BLVD SUITE 220 | WINTER PARK | FL | 32792 | 593711800 | 501(C)(3) | $25,000 | EARLY CHILDHOOD INTERVENTION PROGRAM (YOUNGSTER PROGRAM) | |
| COVENANT HOUSE FLORIDA INC | ||||||||
| 5931 EAST COLONIAL DRIVE | ORLANDO | FL | 32807 | 592323607 | 501(C)(3) | $25,000 | INDEPENDENT LIVING TRACK PROGRAM | |
| DAVE'S HOUSE | ||||||||
| PO BOX 1466 | WINDERMERE | FL | 34786 | 270533943 | 501(C)(3) | $25,000 | HOME, HEALTH AND HOPE FOR AT LEAST 24 PEOPLE | |
| GARDEN THEATRE INC | ||||||||
| 160 W PLANT STREET | WINTER GARDEN | FL | 34787 | 272577059 | 501(C)(3) | $15,000 | BRINGING PERFORMING ARTS EXPERIENCES TO FAMILIES IN WEST ORANGE COUNTY | |
| IDIGNITY INC | ||||||||
| 424 E CENTRAL BLVD 199 | ORLANDO | FL | 32801 | 010921490 | 501(C)(3) | $33,000 | LEGAL IDENTIFICATION | |
| JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC | ||||||||
| 2121 CAMDEN ROAD | ORLANDO | FL | 32803 | 590972112 | 501(C)(3) | $35,000 | JA, IT'S MY FUTURE | |
| LIGHTHOUSE CENTRAL FLORIDA INC | ||||||||
| 215 E NEW HAMPSHIRE STREET | ORLANDO | FL | 32804 | 592418228 | 501(C)(3) | $40,000 | CHILDREN'S SERVICES | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1020 N ORLANDO AVENUE SUITE 100 | MAITLAND | FL | 32751 | 593235806 | 501(C)(3) | $81,600 | SEASON OF WISHES HOLIDAY CAMPAIGN | |
| ORANGE COUNTY PUBLIC SCHOOLS | ||||||||
| 445 WEST AMELIA STREET | ORLANDO | FL | 32801 | 596000771 | 501(C)(3) | $32,940 | ART OF TOMORROW | |
| ORLANDO REPERTORY THEATRE INC | ||||||||
| 1001 E PRINCETON ST | ORLANDO | FL | 32803 | 591056385 | 501(C)(3) | $275,000 | UNIVERSAL ORLANDO THEATRE RENOVATIONS | |
| ORLANDO SHAKESPEARE THEATER | ||||||||
| 812 E ROLLINS ST | ORLANDO | FL | 32803 | 592931698 | 501(C)(3) | $15,000 | ACCESSIBLE THEATER PERFORMANCES FOR CHILDREN | |
| OSCEOLA ARTS | ||||||||
| 2411 EAST IRLO BRONSON HIGHWAY | KISSIMMEE | FL | 34744 | 596179937 | 501(C)(3) | $25,000 | 2ND GRADE FIELD | |
| PET ALLIANCE OF GREATER ORLANDO | ||||||||
| 2727 CONROY ROAD | ORLANDO | FL | 32839 | 590637883 | 501(C)(3) | $5,250 | UGIVE GRANT | |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | ||||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | 592142315 | 501(C)(3) | $6,750 | UGIVE GRANT | |
| THE FOUNDATION FOR FOSTER CHILDREN | ||||||||
| 2265 LEE ROAD SUITE 203 | WINTER PARK | FL | 32789 | 261682601 | 501(C)(3) | $45,000 | EDUCATION+ | |
| THE MUSTARD SEED OF CENTRAL FLORIDA | ||||||||
| 12 MUSTARD SEED LANE | ORLANDO | FL | 32810 | 592906383 | 501(C)(3) | $20,000 | FURNISHING BASIC STABILITY FOR FAMILIES | |
| THE SALVATION ARMY ORLANDO | ||||||||
| 416 W COLONIAL DRIVE | ORLANDO | FL | 32804 | 580660607 | 501(C)(3) | $30,000 | FOOD PANTRY AND SHELTER | |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||||
| 12424 RESEARCH PKWY STE 140 | ORLANDO | FL | 32826 | 596211832 | 501(C)(3) | $150,000 | CREATIVE VILLAGE | |
| VALENCIA COLLEGE FOUNDATION INC | ||||||||
| 1768 PARK CENTER DRIVE | ORLANDO | FL | 32835 | 237442785 | 501(C)(3) | $42,371 | ART OF TOMORROW SCHOLARS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL-ORLANDO AND WET 'N WILD TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. | GrantTypeTxt |
| Recipient | 149 | RecipientCnt |
| Cash Grant | $53,644 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ANNUALLY, THE ORGANIZATION ASKS GRANT RECIPIENTS OF $10,000 AND HIGHER TO PROVIDE AN IMPACT SUMMARY OF THE GRANT RECEIVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACEY STOCKWELL | ||||||||||||||
| TREASURER | $0 | $410,558 | $0 | $202,907 | $0 | $202,260 | $0 | $10,638 | $0 | $20,712 | $0 | $847,075 | $0 | $0 |
| JUDITH LUGENAS | ||||||||||||||
| SECRETARY | $0 | $340,686 | $0 | $155,062 | $0 | $10,150 | $0 | $13,355 | $0 | $12,788 | $0 | $532,041 | $0 | $0 |
| SANDRA CHEN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $218,191 | $0 | $49,441 | $0 | $1,393 | $0 | $11,033 | $0 | $11,669 | $0 | $291,727 | $0 | $0 |
| RIC FLORELL | ||||||||||||||
| DIRECTOR | $0 | $465,403 | $0 | $219,669 | $0 | $203,322 | $0 | $10,600 | $0 | $14,746 | $0 | $913,740 | $0 | $0 |
| PETER GIACALONE | ||||||||||||||
| DIRECTOR | $0 | $379,202 | $0 | $201,173 | $0 | $188,439 | $0 | $10,600 | $0 | $7,821 | $0 | $787,235 | $0 | $0 |
| CHARLIE GUNDACKER | ||||||||||||||
| DIRECTOR | $0 | $355,037 | $0 | $166,194 | $0 | $48,214 | $0 | $10,549 | $0 | $20,034 | $0 | $600,028 | $0 | $0 |
| ALICE NORSWORTHY | ||||||||||||||
| DIRECTOR | $0 | $572,574 | $0 | $352,009 | $0 | $269,701 | $0 | $10,600 | $0 | $22,264 | $0 | $1,227,148 | $0 | $0 |
| RHONDA RHODES | ||||||||||||||
| DIRECTOR | $0 | $258,504 | $0 | $101,254 | $0 | $11,645 | $0 | $10,539 | $0 | $20,531 | $0 | $402,473 | $0 | $0 |
| CATHY ROTH | ||||||||||||||
| DIRECTOR | $0 | $359,594 | $0 | $179,552 | $0 | $180,763 | $0 | $10,600 | $0 | $21,865 | $0 | $752,374 | $0 | $0 |
| DIANE O'DELL | ||||||||||||||
| EXCUTIVE DIRECTOR | $0 | $173,893 | $0 | $67,692 | $0 | $10,150 | $0 | $8,806 | $0 | $14,561 | $0 | $275,102 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4C | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDED FOR RESTRICTED STOCK UNITS THAT GIVE THE EMPLOYEES THE RIGHT TO RECEIVE COMCAST CORPORATION CLASS A COMMON STOCK. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C: -GUNDACKER $21,645 -FLORELL $87,409 -LUENGAS $8,730 -GIACALONE $87,100 -ROTH $79,424 -STOCKWELL $87,409 -NORSWORTHY $119,525 THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDES THE ABILITY TO PARTICIPATE IN AN EMPLOYEE STOCK PURCHASE PLAN, WHERE THE EMPLOYEE IS ALLOWED TO BUY COMCAST CORPORATION CLASS A COMMON STOCK USING AFTER-TAX PAYROLL DEDUCTIONS AT A DISCOUNT. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C. -GUNDACKER $7,869 -FLORELL $6,043 -LUENGAS $1,420 -CHEN $1,393 -GIACALONE $7,839 -ROTH $7,839 -STOCKWELL $5,677 -O'DELL $1,420 -RHODES $2,914 -NORSWORTHY $1,393 | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | THEME PARK TICKETS | 4 | $344,617 |
| Yes (X) | FOOD AND BEVERAGE | 0 | $204,940 |
| Yes (X) | MISCELLANEOUS | 0 | $140,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN SPROULS, TRACEY STOCKWELL, JUDY LUENGAS, AND PETER GIACALONE ARE OFFICERS OF THE SAME RELATED ORGANIZATION, UNIVERSAL CITY DEVELOPMENT PARTNERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE EXECUTIVE COMMITTEE MEMBERS WERE NOT DELEGATED WITH AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WILL BE EMAILED TO EACH BOARD MEMBER AND THE FOUNDATION'S EXECUTIVE DIRECTOR PRIOR TO BEING FILED WITH THE IRS. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PERSON MUST DISCLOSE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS. AFTER THE DISCLOSURE, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR APPLICABLE COMMITTEE DISCOVERS THE ALLEGED FAILURE TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION. A VOTING MEMBER OF THE BOARD OF DIRECTORS OR OF ANY COMMITTEE WHO RECEIVES COMPENSATION FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THE MEMBERS' COMPENSATION. THE ORGANIZATION HAS AN OFFICIAL POLICY THAT INCLUDES A STATEMENT THAT IS TO BE SIGNED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIALS STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C: | ALTHOUGH THERE IS NO FORMAL AUDIT COMMITTEE, THE VP/CONTROLLER AND DIRECTOR OF FINANCIAL REPORTING OF UNIVERSAL CITY DEVELOPMENT PARTNERS OVERSEE THE ANNUAL AUDIT AND ADDRESS ANY ISSUES RELATED TO THE AUDIT. THE VP/CONTROLLER AND DIRECTOR REPORTS TO THE FOUNDATION BOARD OF DIRECTORS REGARDING ANY AUDIT FINDINGS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSAL CITY DEVELOPMENT PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UNIVERSAL STUDIOS PLAZA | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593128514 | EIN |
| Primary Activities | THEME PARK OPERATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |