FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC (EIN 59-0917284)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-28
- IRS object ID
- 201630289349301158
- Schema version
- 2014v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-28T15:35:14-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590917284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 5612972891 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD ADM 295 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KIAN | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 5612972891 | PhoneNum |
| Signature | 2016-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R LARAWAY | PreparerPersonNm |
| PTIN | P00341086 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID KIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD ADM 295 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $212,520,781 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FAUF.FAU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT FLORIDA ATLANTIC UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $23,950 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,568 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,654,825 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,960,659 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $737,174 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $724,221 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,527,631 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,312,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,538,309 | PYOtherRevenueAmt |
| CY Other Revenue | $889,414 | CYOtherRevenueAmt |
| PY Total Revenue | $20,457,939 | PYTotalRevenueAmt |
| CY Total Revenue | $69,886,386 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,466,112 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,113,528 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,416,026 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,169,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $127,076 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $149,166 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,764,984 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,800,960 | PYOtherExpensesAmt |
| CY Other Expenses | $8,980,045 | CYOtherExpensesAmt |
| PY Total Expenses | $18,810,174 | PYTotalExpensesAmt |
| CY Total Expenses | $19,412,147 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,647,765 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,474,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $260,141,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,450,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,858,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,387,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $248,282,553 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $261,063,556 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC. IS TO ENCOURAGE, PROMOTE, AND PROVIDE FUNDS AND OTHER RESOURCES FOR THE BENEFIT OF FLORIDA ATLANTIC UNIVERSITY (A PART OF THE FLORIDA STATE UNIVERSITY SYSTEM) IN FURTHERANCE OF ITS MISIONS AND PURPOSES AND TO SECURE THE APPLICATION OF THESE FUNDS IN THE BEST MANNER ADAPTED TO THE CONDITIONS OF TIME AND TO THE NEEDS OF FAU. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,044,192 | ExpenseAmt |
| Grant | $5,044,192 | GrantAmt |
| Desc | PROVIDED OVER 1,420 STUDENTS WITH SCHOLARSHIPS FROM DONATED GIFTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,476,955 | ExpenseAmt |
| Desc | PROVIDE SUPPORT FOR THE SALARIES OF THE UNIVERSITY'S EMINENT SCHOLARS, PROFESSORS, AND OTHER FACULTY AND STAFF. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,666,011 | ExpenseAmt |
| Grant | $69,336 | GrantAmt |
| Revenue | $723,919 | RevenueAmt |
| Desc | PROVIDE GENERAL SUPPORT TO THE FLORIDA ATLANTIC UNIVERSITY IN THE FORM OF PAYMENTS SUCH AS BUT NOT LIMITED TO GUEST LECTURERS, OPERATIONAL AND CONFERENCE EXPENSES, TRAVEL, CONSULTING, AND EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,187,158 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 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 | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | TU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | 0 | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5612972891 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE ALLEN | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MCKAY | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRETT GREENBERG | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER FLUEHR | ||||||||
| SERETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL CANE | ||||||||
| BOARD MEMBER REPRESENTATIVE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW CLARK PHD | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN CONSTANTINE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD COOPER | ||||||||
| LIMITED PURPOSE BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CROWLEY | ||||||||
| LIMITED PURPOSE BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD ETNER | ||||||||
| LIMITED PURPOSE BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IRA GELB MD | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN GRACE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE GREGORY | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KAUFMAN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE KAYE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY LESSER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER LOBELLO | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS LONG | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEWART MARTIN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND MONTELEONE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN OYER | ||||||||
| LIMITED PURPOSE BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN PORPORA | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN POULIN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTA RENDON | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROBES | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROLLINS | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD SABIN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAY SHEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL SMITH | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS WHEELER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORNA WILLIAMS | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| J MICHAEL WOODY JR | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD YULES | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ZELLS | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE DAVIS | ||||||||
| INT. EX. DIR. FROM 6/2013 TO 10/2014 | 40.00 | Yes (X) | $0 | $205,643 | $22,092 | |||
| DENNIS CRUDELE | ||||||||
| INTERIM CEO FROM 10/2014 TO 1/2015 | 0.50 | Yes (X) | $0 | $329,214 | $46,551 | |||
| DAVID KIAN | ||||||||
| INTERIM CEO FROM 1/2015 - CURRENT | 0.50 | Yes (X) | $0 | $224,703 | $34,018 | |||
| HOWARD SCHNELLENBERGER | ||||||||
| AMBASSADOR | 40.00 | $0 | $172,398 | $26,307 | Yes (X) | |||
| KEITH FRIES | ||||||||
| ASSISTANT VP ADVANCEMENT | 40.00 | $0 | $119,511 | $24,137 | Yes (X) | |||
| LAURIE CARNEY | ||||||||
| COORDINATOR, ADVANCEMENT/A | 40.00 | $0 | $126,189 | $24,178 | Yes (X) | |||
| SHARON BROWN | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $0 | $117,701 | $23,623 | Yes (X) | |||
| ROBERT PEARLMAN | ||||||||
| CHIEF DEVELOPMENT AND STRATEGY OFFIC | 40.00 | $0 | $333,728 | $14,939 | Yes (X) | |||
| JOHN W KELLY | ||||||||
| UNIVERSITY PRESIDENT FROM 3/2014 | 0.50 | Yes (X) | $0 | $384,619 | $23,183 | |||
| DAVID RUTHERFORD | ||||||||
| ASST. VP FOR PRINCIPAL GIFTS AND PLA | 40.00 | $0 | $137,635 | $25,492 | Yes (X) | |||
| MARY JANE SAUNDERS | ||||||||
| UNIVERSITY PRESIDENT TO 8/15/2013 | 0.00 | $0 | $274,957 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,426,298 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $264,520 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELLS | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | CATERING SERVICES | $545,189 |
| NLTG | |||||
| 7324 DELAINERY COURT | SARASOTA | FL | 34240 | MAILING SERVICES | $154,371 |
| THE P5 GROUP | |||||
| 10750 HEIL ROAD | FORT PIERCE | FL | 34945 | LOBBYIST | $133,750 |
| FUND EVALUATION GROUP | |||||
| 201 EAST 5TH STREET SUITE 1600 | CINCINNATI | OH | 45202 | INVESTMENT ADVISORY SERVICE | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $30,216 | FederatedCampaignsAmt |
| Membership Dues | $380,257 | MembershipDuesAmt |
| Fundraising | $1,027,922 | FundraisingAmt |
| Related Organizations | $27,085 | RelatedOrganizationsAmt |
| Government Grants | $154,129 | GovernmentGrantsAmt |
| All Other Contributions | $25,341,050 | AllOtherContributionsAmt |
| Noncash Contributions | $467,811 | NoncashContributionsAmt |
| Total Contributions | $26,960,659 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER PROGRAM SERVICE | 900099 | $205,178 | $205,178 |
| SPONSORSHIP REVENUE | 900099 | $186,050 | $186,050 |
| COMMUNITY PROGRAMS | 900099 | $184,945 | $184,945 |
| ACADEMIC PROGRAMS | 900099 | $148,048 | $148,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $724,221 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,121,279 | TotalRevenueColumnAmt |
| Exclusion | $3,121,279 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,186 | TotalRevenueColumnAmt |
| Exclusion | $137,186 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,060,865 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,060,865 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,060,865 | TotalRevenueColumnAmt |
| Exclusion | $1,060,865 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,880,067 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $141,826,440 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,053,627 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,053,627 | TotalRevenueColumnAmt |
| Exclusion | $38,053,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $577,015 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,027,922 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $806,755 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$229,740 | TotalRevenueColumnAmt |
| Exclusion | -$229,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $35,841 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,200 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,641 | TotalRevenueColumnAmt |
| Exclusion | $34,641 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING REVENUE | 900099 | $23,950 | $23,950 | |
| OTHER INCOME | 900099 | -$302 | -$302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,648 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,886,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $723,919 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,950 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,177,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,044,192 | TotalAmt |
| Program Services | $5,044,192 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,336 | TotalAmt |
| Program Services | $42,336 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,495 | TotalAmt |
| Program Services | $279,613 | ProgramServicesAmt |
| Management And General | $121,516 | ManagementAndGeneralAmt |
| Fundraising | $354,366 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,527,038 | TotalAmt |
| Program Services | $2,696,034 | ProgramServicesAmt |
| Management And General | $274,112 | ManagementAndGeneralAmt |
| Fundraising | $556,892 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,688 | TotalAmt |
| Program Services | $102,987 | ProgramServicesAmt |
| Management And General | $24,017 | ManagementAndGeneralAmt |
| Fundraising | $78,684 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,011 | TotalAmt |
| Program Services | $281,267 | ProgramServicesAmt |
| Management And General | $65,447 | ManagementAndGeneralAmt |
| Fundraising | $117,297 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,176 | TotalAmt |
| Program Services | $117,065 | ProgramServicesAmt |
| Management And General | $30,266 | ManagementAndGeneralAmt |
| Fundraising | $69,845 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,428 | TotalAmt |
| Management And General | $189,428 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,389 | TotalAmt |
| Program Services | $10,600 | ProgramServicesAmt |
| Management And General | $21,789 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,973 | TotalAmt |
| Program Services | $6,648 | ProgramServicesAmt |
| Management And General | $59,325 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,773 | TotalAmt |
| Program Services | $133,773 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,166 | TotalAmt |
| Fundraising | $149,166 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,681 | TotalAmt |
| Program Services | $203,930 | ProgramServicesAmt |
| Management And General | $18,751 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,330 | TotalAmt |
| Program Services | $629,942 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
| Fundraising | $25,854 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,554 | TotalAmt |
| Program Services | $205,998 | ProgramServicesAmt |
| Management And General | $3,546 | ManagementAndGeneralAmt |
| Fundraising | $8,010 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,658 | TotalAmt |
| Program Services | $782,627 | ProgramServicesAmt |
| Management And General | $161,143 | ManagementAndGeneralAmt |
| Fundraising | $139,888 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,756 | TotalAmt |
| Program Services | $65,824 | ProgramServicesAmt |
| Management And General | $52,306 | ManagementAndGeneralAmt |
| Fundraising | $40,626 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,939 | TotalAmt |
| Program Services | $12,560 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,268 | TotalAmt |
| Program Services | $20,854 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $2,714 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,502 | TotalAmt |
| Program Services | $709,134 | ProgramServicesAmt |
| Management And General | $5,244 | ManagementAndGeneralAmt |
| Fundraising | $18,124 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,958 | TotalAmt |
| Program Services | $57,707 | ProgramServicesAmt |
| Management And General | $9,230 | ManagementAndGeneralAmt |
| Fundraising | $34,021 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,115 | TotalAmt |
| Program Services | $207,115 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,070,074 | TotalAmt |
| Program Services | $2,070,074 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,816 | TotalAmt |
| Program Services | $756 | ProgramServicesAmt |
| Management And General | $4,060 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,893 | TotalAmt |
| Program Services | $19,819 | ProgramServicesAmt |
| Management And General | $36,244 | ManagementAndGeneralAmt |
| Fundraising | $3,830 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WRITE OFF OF PLEDGE REC | $906,862 | $906,862 | ||
| EQUIPMENT | $637,340 | $636,986 | $98 | $256 |
| EVENTS HOSTED | $549,771 | $484,425 | $47,782 | $17,564 |
| MISCELLANEOUS | $462,605 | $116,536 | $332,493 | $13,576 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,360 | TotalAmt |
| Program Services | $314,494 | ProgramServicesAmt |
| Management And General | $1,895 | ManagementAndGeneralAmt |
| Fundraising | $133,971 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,412,147 | TotalAmt |
| Program Services | $16,187,158 | ProgramServicesAmt |
| Management And General | $1,460,005 | ManagementAndGeneralAmt |
| Fundraising | $1,764,984 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,721,077 | BOYAmt |
| EOY | $2,197,022 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,585,423 | BOYAmt |
| EOY | $23,760,676 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,266,068 | BOYAmt |
| EOY | $14,791,329 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $195,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,676,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,950 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,478,505 | BOYAmt |
| EOY | $4,473,689 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,311,874 | BOYAmt |
| EOY | $160,212,989 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,921,244 | BOYAmt |
| EOY | $53,348,744 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,258,026 | BOYAmt |
| EOY | $8,145,590 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,598,981 | BOYAmt |
| EOY | $5,325,154 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,141,198 | BOYAmt |
| EOY | $272,450,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,108 | BOYAmt |
| EOY | $1,435,962 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,684,137 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,189 | BOYAmt |
| EOY | $78,291 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,993,348 | BOYAmt |
| EOY | $8,189,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858,645 | BOYAmt |
| EOY | $11,387,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,406,234 | BOYAmt |
| EOY | $10,480,361 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,678,058 | BOYAmt |
| EOY | $102,816,869 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,198,261 | BOYAmt |
| EOY | $147,766,326 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,282,553 | BOYAmt |
| EOY | $261,063,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,141,198 | BOYAmt |
| EOY | $272,450,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,474,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$37,719,264 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $26,028 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $10,041,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,745,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,804,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,093,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,960,659 | CurrentTaxYearAmt |
| Total | $66,645,474 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,247,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,512,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,356,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,389,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,618,794 | CurrentTaxYearAmt |
| Total | $12,123,999 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,288,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,257,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,160,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,483,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,579,453 | CurrentTaxYearAmt |
| Total | $78,769,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,808,118 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,961,355 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,205,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,274,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,407,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,427,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,319,330 | CurrentTaxYearAmt |
| Total | $21,634,257 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,648 | CurrentTaxYearAmt |
| Total | $222,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,626,284 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,823,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70440 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $143,850 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $143,850 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,076,252 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,220,102 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $968,076 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,968,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,952,114 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,580 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,846 | CurrentYearMinus2Amt |
| Current Year Minus1 | $68,644 | CurrentYearMinus1Amt |
| Current Year | $143,850 | CurrentYearAmt |
| Total | $288,920 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $242,019 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $992,019 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,488,029 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 5.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $211,189 | BeginningBalanceAmt |
| Additions During Year | $762,364 | AdditionsDuringYearAmt |
| Distributions During Year | $895,262 | DistributionsDuringYearAmt |
| Ending Balance | $78,291 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,520,765 | BeginningYearBalanceAmt |
| Contributions | $1,618,231 | ContributionsAmt |
| Investment Earnings Or Losses | $2,771,820 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,523,222 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,479,041 | OtherExpendituresAmt |
| Administrative Expenses | $3,109,433 | AdministrativeExpensesAmt |
| End Year Balance | $204,799,120 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,286,602 | BeginningYearBalanceAmt |
| Contributions | $1,102,358 | ContributionsAmt |
| Investment Earnings Or Losses | $25,631,572 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,553,093 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,999,101 | OtherExpendituresAmt |
| Administrative Expenses | $2,947,573 | AdministrativeExpensesAmt |
| End Year Balance | $208,520,765 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,230,860 | BeginningYearBalanceAmt |
| Contributions | $4,892,046 | ContributionsAmt |
| Investment Earnings Or Losses | $19,793,034 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,995,882 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,953 | OtherExpendituresAmt |
| Administrative Expenses | $2,596,503 | AdministrativeExpensesAmt |
| End Year Balance | $189,286,602 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,738,536 | BeginningYearBalanceAmt |
| Contributions | $907,937 | ContributionsAmt |
| Investment Earnings Or Losses | $99,341 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,058,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,958,929 | OtherExpendituresAmt |
| Administrative Expenses | $2,497,282 | AdministrativeExpensesAmt |
| End Year Balance | $172,230,860 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,417,348 | BeginningYearBalanceAmt |
| Contributions | $3,261,626 | ContributionsAmt |
| Investment Earnings Or Losses | $28,172,216 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,673,666 | OtherExpendituresAmt |
| Administrative Expenses | $2,438,988 | AdministrativeExpensesAmt |
| End Year Balance | $179,738,536 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,439,639 | OtherCostOrOtherBasisAmt |
| Book Value | $4,439,639 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $202,950 | DepreciationAmt |
| Book Value | $34,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,473,689 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS (HEDGE FUNDS AND PRIVATE EQUITIES) | Desc |
| Book Value | $53,348,744 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $53,348,744 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF PARTICIPATION | Desc |
| Amt | $8,189,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,189,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,486,171 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$37,719,264 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,707,743 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $26,032 | OtherRevenueAmt |
| Revenue Not Reported | -$34,985,489 | RevenueNotReportedAmt |
| Revenue Subtotal | $70,471,660 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $222,681 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$807,955 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$585,274 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $69,886,386 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,705,164 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,707,743 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $807,955 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,515,698 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,189,466 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $222,681 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $222,681 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,412,147 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | IN THE ORGANIZATION'S BALANCE SHEET AS LAND. |
| PART III, LINE 4: | THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION'S COLLECTION OF ART IS SUBSTANTIALLY A COLLECTION OF OIL PAINTINGS DEPICTING THE FLORIDA LANDSCAPE, ESPECIALLY IN THE SOUTHERN REGION OF FLORIDA. THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION ALSO HAS RUSSIAN PRINTS, BRONZE STATUES AND COLLECTIONS OF GLASS AND MODEL SHIPS. THEIR HISTORICAL TREASURES INCLUDE BOOKS AND ARTIFACTS FROM THE HOLOCAUST AND OTHER RARE BOOKS. ALL OF THE PIECES IN THE COLLECTION PROVIDE AN AESTHETIC VIRTUE TO THEIR WORK AND LEARNING ENVIRONMENT, WHILE ENCOURAGING AN INTEREST IN THE FINE ARTS AND ITS HISTORY. |
| PART IV, LINE 2B: | THE FOUNDATION COLLECTS REVENUE FOR ATHLETIC TICKETS, PARKING AND FOOD CONCESSIONS ON BEHALF OF THE UNIVERSITY ATHLETIC DEPARTMENT. |
| PART X, LINE 2: | MANAGEMENT AND THE BOARD HAVE EVALUATED UNRELATED BUSINESS INCOME TAX IMPLICATIONS AND BELIEVE THAT THE EFFECTS, IF ANY, ARE IMMATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL ADJUSTMENT 26,032. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EVENT EXPENSE -806,755. COST OF GOODS SOLD -1,200. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 806,755. COST OF GOODS SOLD 1,200. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| EUROPE | CONFERENCES AND RESEARCH. | $39,104 |
| CANADA | CONFERENCES AND RESEARCH. | $6,698 |
| SOUTH AMERICA | CONFERENCES AND RESEARCH. | $3,556 |
| EAST ASIA AND THE PACIFIC | CONFERENCES AND RESEARCH. | $12,911 |
| CENTRAL AMERICA AND THE CARIBBEAN | CONFERENCES AND RESEARCH. | $15,481 |
| RUSSIA | CONFERENCES AND RESEARCH. | $1,332 |
| MIDDLE EAST | CONFERENCES AND RESEARCH. | $19,402 |
| MEXICO | CONFERENCES AND RESEARCH. | $2,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $100,996 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $100,996 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA | RegionTxt |
| Purpose Of Grant | RESEARCH GRANT | PurposeOfGrantTxt |
| Cash Grant | $27,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| NLTG INC | ||||||||
| 7324 DELAINEY COURT | SARASOTA | FL | 34240 | DIRECT MAILING | 0 | $190,945 | $154,371 | $36,574 |
| IBIDMOBILENET | ||||||||
| 377 5TH STREET | BROOKLYN | NY | 11215 | AUCTION | 0 | $34,653 | $10,975 | $23,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $225,598 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $165,346 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $60,252 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | 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 | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | 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 | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | IA MAKING WAVES | Event1Nm |
| Gross Receipts Event1 | $305,483 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $271,214 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,269 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $74,128 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $126,898 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $214,591 | OtherDirectExpensesEvent1Amt |
| Event2 | BUSINESS LEADER | Event2Nm |
| Gross Receipts Event2 | $241,250 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $222,220 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,030 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $39,967 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $62,286 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 23 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,058,204 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $534,488 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $523,716 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $49,500 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,393 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $166,761 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $54,068 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,163 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,604,937 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,027,922 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $577,015 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $49,500 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $88,521 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $333,626 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $54,068 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $281,040 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $806,755 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$229,740 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | ||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650385507 | $5,006,742 | STUDENT SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA SD | ||||||
| 9500 GILMAN DR MC 0003 LA JOLLA | LAS JOLLA | CA | 92093 | 956006144 | $27,000 | STUDENT SCHOLARSHIPS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| OUTWARD BOUND AWARDS | 7 | $28,380 |
| MERIT AWARDS | 26 | $12,956 |
| ATTENDANCE PRIZE | 1 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION SENDS FUNDS TO THE UNIVERSITY FOR STUDENT SCHOLARSHIPS. THE UNIVERSITY DETERMINES THE SCHOLARSHIP RECIPIENTS ACCORDING TO DONOR SCHOLARSHIP CRITERIA. ALL QUALIFYING CRITERIA ARE LISTED ON THE AWARD SHEET AND SENT TO THE FOUNDATION. THE FUNDS ARE SENT TO THE UNIVERSITY AFTER THE OFFICE OF STUDENT FINANCIAL AID VERIFIES THE STUDENT'S STATUS. THE FOUNDATION HAS ACCESS TO STUDENT SCHOLARSHIP REPORTS AND WILL REQUEST REFUNDS FOR ANY SCHOLARSHIP NOT AWARDED DUE TO A CHANGE IN THE STUDENT'S STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOANNE DAVIS | ||||||||||||||
| INT. EX. DIR. FROM 6/2013 TO 10/2014 | $0 | $205,643 | $0 | $0 | $0 | $0 | $0 | $15,047 | $0 | $7,045 | $0 | $227,735 | $0 | $0 |
| DENNIS CRUDELE | ||||||||||||||
| INTERIM CEO FROM 10/2014 TO 1/2015 | $0 | $329,214 | $0 | $0 | $0 | $0 | $0 | $31,558 | $0 | $14,993 | $0 | $375,765 | $0 | $0 |
| DAVID KIAN | ||||||||||||||
| INTERIM CEO FROM 1/2015 - CURRENT | $0 | $224,703 | $0 | $0 | $0 | $0 | $0 | $33,569 | $0 | $449 | $0 | $258,721 | $0 | $0 |
| HOWARD SCHNELLENBERGER | ||||||||||||||
| AMBASSADOR | $0 | $172,398 | $0 | $0 | $0 | $0 | $0 | $11,314 | $0 | $14,993 | $0 | $198,705 | $0 | $0 |
| LAURIE CARNEY | ||||||||||||||
| COORDINATOR, ADVANCEMENT/A | $0 | $126,189 | $0 | $0 | $0 | $0 | $0 | $9,185 | $0 | $14,993 | $0 | $150,367 | $0 | $0 |
| ROBERT PEARLMAN | ||||||||||||||
| CHIEF DEVELOPMENT AND STRATEGY OFFIC | $0 | $333,728 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,939 | $0 | $348,667 | $0 | $0 |
| JOHN W KELLY | ||||||||||||||
| UNIVERSITY PRESIDENT FROM 3/2014 | $0 | $384,619 | $0 | $0 | $0 | $0 | $0 | $8,785 | $0 | $14,398 | $0 | $407,802 | $0 | $0 |
| DAVID RUTHERFORD | ||||||||||||||
| ASST. VP FOR PRINCIPAL GIFTS AND PLA | $0 | $137,635 | $0 | $0 | $0 | $0 | $0 | $10,499 | $0 | $14,993 | $0 | $163,127 | $0 | $0 |
| MARY JANE SAUNDERS | ||||||||||||||
| UNIVERSITY PRESIDENT TO 8/15/2013 | $0 | $274,957 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $274,957 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THESE ITEMS ARE ALLOWED FOR THE UNIVERSITY PRESIDENT ONLY FOR BONA FIDE BUSINESS PURPOSES ONLY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,181 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,749 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $157,164 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH LOW VALUE | MethodOfDeterminingRevenuesTxt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,828 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ITEMS FOR AUCTION | 264 | $124,071 | FAIR MARKET VALUE |
| Yes (X) | SOFTWARE LICENSES | 12 | $96,407 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 4 | $36,758 | FAIR MARKET VALUE |
| Yes (X) | INVOICE DISCOUNT | 1 | $9,653 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | 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 | THE FOUNDATION USES THE SERVICES OF A SEPARATE COMPANY TO HELP RUN OUR AUCTION, ADVERTISE ON A WEB-SITE AND PROCESS PAYMENTS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION BOARD HAS DELEGATED THE RESPONSIBILITY TO REVIEW AND APPROVE THE FORM 990 TO THE FOUNDATION'S AUDIT COMMITTEE. THE DRAFT FORM 990 WILL BE REVIEWED BY THE COMMITTEE AS WELL AS THE DIRECTOR OF FINANCE, ASSISTANT DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR. THE FORM 990 WILL ALSO BE AVAILABLE FOR REVIEW TO ALL BOARD MEMBERS AND EACH BOARD MEMBER WILL BE ENCOURAGED TO GIVE THEIR INPUT DURING THE REVIEW PROCESS. AFTER THE REVIEW AND AFTER ALL QUESTIONS ARE SATISFACTORILY ANSWERED THE COMMITTEE WILL APPROVE THE SUBMISSION OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND KEY PERSONNEL. THE BOARD AND KEY STAFF REVIEW THE POLICY AND REPORT CONFLICTS ANNUALLY. THE AUDIT COMMITTEE IS AWARE OF ALL REPORTED CONFLICTS. CONFLICTS ARE DETERMINED BY THE BOARD AND STAFF MEMBERS, AND CONFLICTS ARE DISCLOSED AT EACH COMMITTEE WHERE THE PROPOSED ACTION AND THE CONFLICT EXISTS. IF A BOARD MEMBER IS FOUND TO HAVE A CONFLICT THEY ARE ASKED TO DISCLOSE THE CONFLICT, RECUSE THEMSELVES FROM VOTE AND WHEN NECESSARY, LEAVE THE ROOM DURING THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER FOR THE FOUNDATION ALSO HOLDS THE TITLE OF VP FOR INSTITUIONAL ADVANCEMENT FOR THE UNIVERSITY. ALTHOUGH THE FOUNDATION MEMBERS SIT ON THE COMMITTEE TO HIRE THIS PERSON, HE/SHE IS PAID BY THE UNIVERSITY. THEREFORE, A UNIVERSITY REPRESENTATIVE (USUALLY THE VP FOR FINANCE) WHO DETERMINES THE FAIR COMPENSATION BY POLLING PEER INSTITUTIONS IN THE STATE ON THE MARKET RATE FOR THIS POSITION. THIS MEASURE OBTAINS THE SAME RESULT AS COMPARING THESE INSTITUTION'S FORM 990. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION MAKES THE FINIANCIAL STATEMENTS AVAILABLE ON THEIR WEBSITE. THEY WILL PROVIDE A COPY OF THE FINANCIAL STATEMENTS AND/OR FORM 990 TO ANY PERSON REQUESTING A COPY. THE REQUEST CAN COME IN WRITING OR THROUGH A VERBAL INQUIRY. BOTH ARE AVAILABLE FOR INSPECTION AT THE OFFICE LOCATED AT 777 GLADES ROAD, ADMIN 295, BOCA RATON, FL. |
| FORM 990, PART IV, LINES 5, 7, 8, 9, & 10. | THE FAU FOUNDATION REIMBURSES EXPENSES TO THE UNIVERSITY FOR SALARIES AND BENEFITS PAID AND REPORTED UNDER THE UNIVERSITY'S FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN). |
| FORM 990, PART XI, LINE 9: | ACTUARIAL ADJUSTMENT ON CGAS 26,028. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650385507 | PUBLIC UNIVERSITY | FL | 0 |
| FLORIDA ATLANTIC UNIVERSITY ALUMNI ASSOCIATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 237015697 | ALUMNI ASSOCIATION | FL | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | ||
| B | $5,055,972 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| D | $8,189,000 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| J | $1,550 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| K | $20,517 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| L | $0 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| N | $0 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FAU ALUMNI ASSOCIATION INC | ||
| D | $85,000 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| O | $1,634,094 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| P | $225,834 | CORP BOOKS IN ACCORDANCE W/GAAS |
| HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION | ||
| S | $636,900 | CORP BOOKS IN ACCORDANCE W/GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| R | $6,705,422 | CORP BOOKS IN ACCORDANCE W/GAAS |