2025-10-22T14:09:31-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 596605703 HODGES UNIVERSITY INC HODG 2399387700 6900 DANIELS PARKWAY STE 29 PMB 337 FT MYERS FL 33912 LINDA NGUYEN TREASURER 2399387700 2025-10-22 1 1 TINA HENTON P00630282 4078021200 2025-10-22 2024 2025-03-06 01:10:19Z CHARLENE WENDEL 6900 DANIELS PARKWAY STE 29 PMB 337 FT MYERS FL 33912 1395978 0 X WWW.HODGES.EDU X 1990 FL PREPARES STUDENTS TO LEVERAGE HIGHER LEARNING IN THEIR PERSONAL, PROFESSIONAL AND CIVIC ENDEAVORS. 10 10 103 10 0 0 38024 0 6022654 1021899 -3599038 371841 27143 2238 2488783 1395978 367956 5137 0 0 6002273 1873863 0 0 37562 7678025 1384076 14048254 3263076 -11559471 -1867098 12825466 10872044 304017 0 12521449 10872044 X PREPARES STUDENTS TO LEVERAGE HIGHER LEARNING IN THEIR PERSONAL, PROFESSIONAL, AND CIVIC ENDEAVORS. 0 0 1870624 5137 1021899 HODGES UNIVERSITY WILL BE RECOGNIZED FOR EXCELLENCE IN CAREER-FOCUSED INCLUSIVE EDUCATION AND COMMUNITY ENGAGEMENT. HODGES UNIVERSITY, A PRIVATE, NONPROFIT INSTITUTION OF HIGHER LEARNING, IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES TO AWARD ASSOCIATE, BACHELOR'S, AND MASTER'S DEGREES.THE UNIVERSITY OFFERS FLEXIBLE SCHEDULES OF DAY, EVENING AND ONLINE CLASSES, CAREER COUNSELING, AND HANDS-ON SUPPORT FROM A HIGHLY QUALIFIED FACULTY. ALL OF THESE FACTORS CULMINATE TO PRODUCE A LEARNING ENVIRONMENT UNLIKE ANY OTHER INSTITUTION IN THE REGION.CONTINUED ON SCHEDULE ODEGREES:5 MASTER'S DEGREES 15 BACHELOR'S DEGREES 3 ASSOCIATES IN ARTS DEGREE8 ASSOCIATE IN SCIENCE DEGREES3 GRADUATE CERTIFICATE PROGRAMS16 UNDERGRADUATE CERTIFICATE PROGRAMSCONTINUING EDUCATION:ENGLISH AS A SECOND LANGUAGE CERTIFICATE PROGRAMHODGES UNIVERSITY SCHOOLS:FISHER SCHOOL OF TECHNOLOGYJOHNSON SCHOOL OF BUSINESSNICHOLS SCHOOL OF PROFESSIONAL STUDIESSCHOOL OF HEALTH SCIENCESSCHOOL OF GENERAL STUDIESTHE UNIVERSITY ENDED THEIR ACADEMIC PROGRAMS AS OF AUGUST 31, 2024. 1870624 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 103 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHARLENE WENDEL 2395986234 6900 DANIELS PARKWAY STE 29 PMB 337 FORT MYERS FL 33912 CARMEN SALOME CHAIR 1.00 X X 0 0 0 TAMIKA SEATON VICE CHAIR 1.00 X X 0 0 0 REBEKAH BARNEY TRUSTEE 1.00 X 0 0 0 ANGEL CERRITOS TRUSTEE 1.00 X 0 0 0 RANDY HENDERSON TRUSTEE 1.00 X 0 0 0 MICHELE HYLTON-TERRY TRUSTEE 1.00 X 0 0 0 LESLIE H KING III TRUSTEE 1.00 X 0 0 0 SAM LEWIS TRUSTEE 1.00 X 0 0 0 JERRY MCHALE TRUSTEE 1.00 X 0 0 0 TYLER PATAK TRUSTEE 1.00 X 0 0 0 CHARLENE WENDEL PRESIDENT 40.00 X 625572 0 54679 LINDA NGUYEN TREASURER 40.00 X 232164 0 38715 DIANA SCHULTZ PROVOST 40.00 X 156011 0 50381 NICOLE HURLEY DIRECTOR OF STUDENT RECORDS 40.00 X 137087 0 24564 RONALD MESCHKO PROGRAM DIRECTOR - IT 40.00 X 120857 0 25876 WILLIAM BULLOCK CHIEF OF STAFF 40.00 X 118189 0 20078 1389880 0 214293 6 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING SERVICES 127215 1 TUITION AND FEES 611600 1021899 1021899 1021899 266864 266864 104977 0 104977 104977 104977 LIBRARY RESOURCES REFU 900099 1831 1831 DIGITAL MARKETING REFU 900099 407 407 2238 1395978 1021899 0 374079 5137 5137 1257655 1157043 75459 25153 505174 469355 24796 11023 19121 17592 1147 382 91913 79964 11030 919 68063 68063 171671 171671 134993 99638 35355 1418 15 1391 12 848288 848288 54573 10234 44339 17118 14502 2616 70648 70648 DUES & SUBSCRIPTIONS 15630 15630 OTHER EXPENSES 1045 919 59 67 MATERIALS AND SUPPLIES 629 595 28 6 3263076 1870624 1354890 37562 1530270 679652 476750 0 60342 0 1000000 9758104 10192392 12825466 10872044 158670 145347 304017 0 X 8584500 7523995 3936949 3348049 12521449 10872044 12825466 10872044 -1867098 217693 0 X 0 0 0 X 3187208 160841 3348049 3037863 149345 3187208 2923606 114257 3037863 2968254 -44648 2923606 2955963 12291 2968254 0.00000 0.00000 1.00000 0 0 0 PART V, LINE 4: THE UNIVERSITY HAS DONOR RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR STUDENTS AND SUPPORTING THE OPERATIONS OF THE UNIVERSITY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 HODGES UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, GENDER IDENTITY, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, OR DISABILITY IN THE PROVISION OF EDUCATIONAL OPPORTUNITIES OR EMPLOYMENT OPPORTUNITIES AND BENEFITS. ALL MEMBERS OF THE UNIVERSITY COMMUNITY ARE VALUED EQUALLY. HODGES UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX OR DISABILITY IN THE EDUCATION PROGRAMS AND ACTIVITIES THAT IT OPERATES, PURSUANT TO THE REQUIREMENTS OF ALL APPLICABLE FEDERAL AND STATE LEGISLATION AND REGULATIONS INCLUDING, BUT NOT LIMITED TO, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, SECTION 504 OF THE REHABILITATION ACT OF 1973, AND THE AMERICANS WITH DISABILITIES ACT OF 1990. THIS POLICY EXTENDS TO BOTH EMPLOYMENT BY AND ADMISSION TO HODGES UNIVERSITY. SCHEDULE E, PART I, LINE 6 HODGES UNIVERSITY, INC. PARTICIPATES IN BOTH STATE AND FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS. VIRTUALLY ALL FUNDS RECEIVED THROUGH THESE PROGRAMS ARE IMMEDIATELY CREDITED TO STUDENT ACCOUNTS FOR PAYMENT OF TUITION, FEES AND BOOKS. EXCESS FUNDS ARE DELIVERED TO STUDENTS ACCORDING TO PROGRAM REQUIREMENTS. SOME PROGRAMS PROVIDE A SMALL ADMINISTRATIVE ALLOWANCE FOR THE INSTITUTION. X X X X 0 0 0 0 0 0 0 0 0 CHARLENE WENDEL PRESIDENT 425572 0 200000 0 0 0 46000 0 8679 0 680251 0 0 0 LINDA NGUYEN TREASURER 153896 0 78268 0 0 0 17986 0 20729 0 270879 0 0 0 DIANA SCHULTZ PROVOST 120071 0 35940 0 0 0 24440 0 25941 0 206392 0 0 0 NICOLE HURLEY DIRECTOR OF STUDENT RECORDS 137087 0 0 0 0 0 15662 0 8902 0 161651 0 0 0 PART I, LINE 3 COMMITTEE OF THE BOARD PROPOSES PRESIDENT'S SALARY TO THE FULL BOARD. ONCE APPROVED, A WRITTEN CONTRACT IS DRAFTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR (WHO ALSO CHAIRS THE EXECUTIVE COMMITTEE), THE BOARD VICE CHAIR (WHO IS ALSO THE VICE CHAIR OF THE EXECUTIVE COMMITTEE), AND THE CHAIR OF EACH OF THE FOUR STANDING COMMITTEES. EACH MEMBER SERVES A ONE-YEAR TERM. THIS TERM IS RENEWABLE FOR TWO (2) ADDITIONAL ONE-YEAR TERMS PROVIDED THE TRUSTEE'S TERM AS A BOARD TRUSTEE HAS NOT EXPIRED. THE PRESIDENT OF THE CORPORATION IS ALSO AN EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE. THE CORPORATE SECRETARY SERVES AS COMMITTEE SECRETARY. THE EXECUTIVE COMMITTEE, BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, SHALL HAVE ALL THE POWERS VESTED IN THE BOARD OF TRUSTEES BY LAW OR BY THE CORPORATE BYLAWS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO REVISION OR ALTERATION BY THE BOARD OF TRUSTEES AT THE MEETING OF THE BOARD OF TRUSTEES AT WHICH ANY SUCH ACTION SHALL BE REPORTED; PROVIDED, HOWEVER, THAT SUCH REVISION OR ALTERATION SHALL NOT AFFECT ANY ACTION TAKEN BY AN OFFICER OR EMPLOYEE OF THE CORPORATION OR BY ANY THIRD PARTY, OR ANY RIGHTS OF THIRD PARTIES WHICH SHALL HAVE VESTED IN RELIANCE UPON ANY ACTION OR DIRECTION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WILL UNDERTAKE A COMPREHENSIVE REVIEW OF THE FORM 990 AND ITS SCHEDULES IMMEDIATELY UPON ITS COMPLETION, AND WILL ADDRESS ALL OF ITS QUESTIONS AND CONCERNS WITH THE PREPARER. UNIVERSITY POLICY PROVIDES FOR THE PROVISION OF A COPY OF THE COMPLETED RETURN TO ALL MEMBERS OF THE GOVERNING BOARD IN ADVANCE OF FILING. A VOTE OF THE FULL BOARD TO APPROVE OF THE TAX RETURN IS REQUIRED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND CORPORATE OFFICERS ARE REQUIRED TO SUBMIT ANNUAL DISCLOSURE STATEMENTS. THE STATEMENTS ARE REVIEWED BY THE SENIOR MANAGEMENT AND INDEPENDENT AUDITOR TO DETERMINE IF ANY RELATIONSHIPS NEED TO BE DISCLOSED IN THE AUDITED FINANCIAL STATEMENTS OR THE FORM 990. IN THE CASE OF ANY REAL OR PERCEIVED CONFLICT OF INTEREST, INTERESTED PERSONS ARE EXPECTED TO DISCLOSE THE CONFLICT IN ADVANCE. ONCE SUCH A DISCLOSURE HAS BEEN MADE, THE INTERESTED PERSON MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING THAT HAS A CONFLICT OF INTEREST MATTER UNDER CONSIDERATION, BUT AFTER SUCH PRESENTATION, THE INTERESTED PERSON SHALL LEAVE THE MEETING. THE BOARD CHAIR OR CHAIR OF THE COMMITTEE, IF APPROPRIATE, SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST THAT WOULD ALLEVIATE THE CONFLICT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION MAY PURSUE THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST IN A MANNER THAT ALLOWS THE CONTINUED PARTICIPATION OF THE INTERESTED PERSON IN THE SUBJECT MATTER AT ISSUE. IF THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST CANNOT REASONABLY BE PURSUED UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES OR COMMITTEE MEMBERS WHETHER THE BEST INTERESTS OF THE CORPORATION ARE SERVED BY CONTINUING WITH THE MATTER AT ISSUE DESPITE THE CONFLICT OF INTEREST AND SHALL DIRECT THE COURSE OF ACTION OF THE CORPORATION ACCORDINGLY, EXERCISING REASONABLE PRUDENCE IN MANAGING THE COURSE OF ACTION WITH RESPECT TO THE MATTER AT ISSUE SO AS TO PROTECT, TO THE MAXIMUM EXTENT FEASIBLE, THE INTERESTS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION FOR THE PRESIDENT. THE COMMITTEE CONSIDERS COMPARABILITY DATA AMONG MANY OTHER FACTORS TO DETERMINE THE APPROPRIATE COMPENSATION. THE COMMITTEE'S RECOMMENDATION MUST BE APPROVED BY THE FULL BOARD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.