SAINT LEO UNIVERSITY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LEO UNIVERSITY INC (EIN 59-1237047)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-10
- IRS object ID
- 201500419349300505
- Schema version
- 2013v4.0
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-10T07:27:30-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South Orange Avenue Suite 2050 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591237047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Leo University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIC WEEKS | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 3525888215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33701 State Road 52 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 335746665 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR F KIRK JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3525888920 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dawn M Olivardia | PreparerPersonNm |
| PTIN | P00059252 | PTIN |
| Phone | 3525888920 | PhoneNum |
| Preparation | 2015-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Arthur F Kirk Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33701 State Road 52 | AddressLine1 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 335746665 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $208,025,196 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.saintleo.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SAINT LEO UNIVERSITY IS A CATHOLIC, LIBERAL ARTS-BASED UNIVERSITY SERVING PEOPLE OF ALL FAITHS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3189 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,981,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,639,806 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $166,967,339 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $177,407,038 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,600,363 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,771,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,696,877 | PYOtherRevenueAmt |
| CY Other Revenue | $1,785,137 | CYOtherRevenueAmt |
| PY Total Revenue | $173,245,834 | PYTotalRevenueAmt |
| CY Total Revenue | $185,603,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,194,197 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,733,127 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $86,222,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $92,452,932 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,512,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,461,512 | PYOtherExpensesAmt |
| CY Other Expenses | $58,655,175 | CYOtherExpensesAmt |
| PY Total Expenses | $161,878,305 | PYTotalExpensesAmt |
| CY Total Expenses | $171,841,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,367,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,762,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,805,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,015,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,830,090 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,941,843 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $142,975,656 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $162,073,791 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAINT LEO UNIVERSITY IS A CATHOLIC, LIBERAL ARTS-BASED UNIVERSITY SERVING PEOPLE OF ALL FAITHS. ROOTED IN THE 1,500-YEAR-OLD BENEDICTINE TRADITION, THE UNIVERSITY SEEKS BALANCED GROWTH IN MIND, BODY AND SPIRIT FOR ALL MEMBERS OF ITS COMMUNITY. ON ITS HOME CAMPUS AND MANY EXTENSION CENTERS, SAINT LEO UNIVERSITY OFFERS A PRACTICAL, EFFECTIVE MODEL FOR LIFE AND LEADERSHIP IN A CHALLENGED WORLD, A MODEL BASED ON STEADFAST, MORAL CONSCIOUSNESS THAT RECOGNIZES THE DIGNITY, VALUE AND GIFTS OF ALL PEOPLE. TO ACCOMPLISH ITS MISSION, THE UNIVERSITY COMMUNITY CREATES A STUDENT-CENTERED ENVIRONMENT IN WHICH LOVE OF LEARNING IS OF PRIME IMPORTANCE. MEMBERS OF THE COMMUNITY ARE EXPECTED TO EXAMINE AND EXPRESS THEIR OWN VALUES, LISTEN RESPECTFULLY TO AND RESPOND TO THE OPINIONS OF OTHERS, SERVE THE COMMUNITY IN WHICH THEY LIVE, WELCOME OTHERS INTO THEIR LIVES AND CARE FOR ALL OF GOD'S CREATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Activity | 611430 | ActivityCd |
| Expense | $124,921,160 | ExpenseAmt |
| Grant | $20,733,127 | GrantAmt |
| Revenue | $164,549,903 | RevenueAmt |
| Desc | SAINT LEO UNIVERSITY PROVIDES A CONVENTIONAL ON-CAMPUS COLLEGE EDUCATION AS WELL AS EXTENSION PROGRAMS INCLUDING MILITARY EDUCATION AND OTHER CONTINUING EDUCATION COURSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | 611710 | ActivityCd |
| Expense | $19,021,984 | ExpenseAmt |
| Revenue | $14,818,495 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES OF THE UNIVERSITY PROVIDE CERTAIN CUSTOMARY SERVICES SUCH AS HOUSING, FOOD SERVICE, AND VARIOUS STUDENT ACTIVITIES FOR THE BENEFIT OF THE STUDENTS OF THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $143,943,144 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3189 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC WEEKS | PersonNm |
| Phone | 3525888215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6665 | AddressLine1 |
| City | SAINT LEO | City |
| State | FL | State |
| ZIP Code | 33574 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERTA BAILEY SR | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| NOEL BOEKE | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY BORRELL | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA BRANNEN | |||||||
| CURRENT TRUSTEE/CHAIR | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT BUCKNER | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FATHER ISAAC CAMACHO | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GLEN GREENFELDER | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS HAYES | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DANNY HUNLEY | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA JUDGE | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THAMIR AR KADDOURI JR | |||||||
| CURRENT TRUSTEE/SECRETARY | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAUL LEHNER | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J LENNOX JR | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRENCE LINNERT | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LOMBARDY | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT N LYNCH | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| NADEEM MAZHAR | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA MCDEVITT | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| D DEWEY MITCHELL | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ALFREDO MOLINA | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F MORRIS | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS MULLEN | |||||||
| CURRENT TRUSTEE/VICE CHAIR | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARVIN MULLIGAN | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY O'KEEFE | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PADALA | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY PALAZZO | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER POWERS | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN QUINN | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM REAGAN | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL RODRIGUEZ | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCHRADER | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN SIMPSON | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PAT THOMPSON | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT TONN | |||||||
| CURRENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR F KIRK | |||||||
| PRESIDENT | 60.0 | $500,707 | $0 | $36,412 | Yes (X) | ||
| JEANNE PLECENIK | |||||||
| CFO | 60.0 | $218,100 | $0 | $28,953 | Yes (X) | ||
| EDWARD DADEZ | |||||||
| VP | 60.0 | $242,390 | $0 | $27,708 | Yes (X) | ||
| KATHRYN MCFARLAND | |||||||
| VP | 60.0 | $234,242 | $0 | $28,391 | Yes (X) | ||
| MARIBETH DURST | |||||||
| VP | 60.0 | $243,994 | $0 | $27,083 | Yes (X) | ||
| MICHAEL NASTANSKI | |||||||
| DEAN | 60.0 | $213,420 | $0 | $24,268 | Yes (X) | ||
| Passard Dean | |||||||
| ASSOCIATE PROFESSOR | 60.0 | $166,023 | $0 | $16,316 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,818,876 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $189,131 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 84 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLLEGEDEGREESCOM LLC | |||||
| 412 MAIN ST STE 500 | HOUSTON | TX | 77002 | LEADS | $888,930 |
| SANDRO SIERRA | |||||
| 20737 GREAT LAUREL AVE | TAMPA | FL | 33647 | EQUIPMENT | $375,027 |
| VANTAGE MEDIA LLC | |||||
| 2101 ROSECRANS AVE STE 2000 | EL SEGUNDO | CA | 90245 | LEADS | $240,700 |
| LENDINGTREE LLC | |||||
| 11115 RUSHMORE DR | CHARLOTTE | NC | 28277 | LEADS | $182,200 |
| KPMG LLP | |||||
| 100 NORTH TAMPA ST | TAMPA | FL | 33602 | AUDITOR | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $154,368 | FundraisingAmt |
| Government Grants | $1,104,194 | GovernmentGrantsAmt |
| All Other Contributions | $2,381,244 | AllOtherContributionsAmt |
| Noncash Contributions | $181,611 | NoncashContributionsAmt |
| Total Contributions | $3,639,806 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TUITION AND FEES | $162,590,837 | $162,590,837 |
| SALE OF AUXILIARY ENTERPRISES | $14,816,201 | $14,816,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $177,407,038 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,221,226 | TotalRevenueColumnAmt |
| Exclusion | $1,221,226 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,247 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,429 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,818 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,818 | TotalRevenueColumnAmt |
| Exclusion | $30,818 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,714,457 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,163,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,550,703 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,550,703 | TotalRevenueColumnAmt |
| Exclusion | $1,550,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,062 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $154,368 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $244,103 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$207,041 | TotalRevenueColumnAmt |
| Exclusion | -$207,041 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| POOL MEMBERSHIP | 713940 | $2,294 | $2,294 |
| ALL OTHER REVENUES | 900099 | $1,959,066 | $1,959,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,961,360 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,603,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,368,398 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,595,706 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,733,127 | TotalAmt |
| Program Services | $20,733,127 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,534 | TotalAmt |
| Management And General | $1,017,534 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,078,705 | TotalAmt |
| Program Services | $62,415,396 | ProgramServicesAmt |
| Management And General | $9,262,941 | ManagementAndGeneralAmt |
| Fundraising | $1,400,368 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,214 | TotalAmt |
| Program Services | $2,374,020 | ProgramServicesAmt |
| Management And General | $395,670 | ManagementAndGeneralAmt |
| Fundraising | $56,524 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,715,156 | TotalAmt |
| Program Services | $7,648,352 | ProgramServicesAmt |
| Management And General | $1,795,485 | ManagementAndGeneralAmt |
| Fundraising | $271,319 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,815,323 | TotalAmt |
| Program Services | $4,986,599 | ProgramServicesAmt |
| Management And General | $722,367 | ManagementAndGeneralAmt |
| Fundraising | $106,357 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,871 | TotalAmt |
| Management And General | $100,871 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,355 | TotalAmt |
| Management And General | $212,355 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,034,818 | TotalAmt |
| Program Services | $13,890,119 | ProgramServicesAmt |
| Management And General | $2,960,802 | ManagementAndGeneralAmt |
| Fundraising | $183,897 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,895,622 | TotalAmt |
| Program Services | $4,846,665 | ProgramServicesAmt |
| Management And General | $16,400 | ManagementAndGeneralAmt |
| Fundraising | $32,557 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,907,565 | TotalAmt |
| Program Services | $5,256,356 | ProgramServicesAmt |
| Management And General | $1,407,007 | ManagementAndGeneralAmt |
| Fundraising | $244,202 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,493,408 | TotalAmt |
| Program Services | $932,839 | ProgramServicesAmt |
| Management And General | $1,520,310 | ManagementAndGeneralAmt |
| Fundraising | $40,259 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,118,608 | TotalAmt |
| Program Services | $1,914,543 | ProgramServicesAmt |
| Management And General | $186,707 | ManagementAndGeneralAmt |
| Fundraising | $17,358 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,327 | TotalAmt |
| Program Services | $1,857,129 | ProgramServicesAmt |
| Management And General | $355,944 | ManagementAndGeneralAmt |
| Fundraising | $73,254 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,495 | TotalAmt |
| Program Services | $507,263 | ProgramServicesAmt |
| Management And General | $56,881 | ManagementAndGeneralAmt |
| Fundraising | $9,351 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,129 | TotalAmt |
| Management And General | $1,111,129 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,209,401 | TotalAmt |
| Program Services | $8,472,367 | ProgramServicesAmt |
| Management And General | $737,034 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,933 | TotalAmt |
| Management And General | $1,329,933 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENTERTAINMENT | $1,187,843 | $1,039,219 | $110,675 | $37,949 |
| CREDIT CARD FEES | $797,767 | $174,549 | $616,754 | $6,464 |
| EDUCATIONAL MATERIAL | $723,938 | $723,938 | ||
| DUES/SUBSCRIPTIONS | $1,061,708 | $627,175 | $402,283 | $32,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,610,387 | TotalAmt |
| Program Services | $5,543,488 | ProgramServicesAmt |
| Management And General | $1,066,899 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,841,234 | TotalAmt |
| Program Services | $143,943,144 | ProgramServicesAmt |
| Management And General | $25,385,981 | ManagementAndGeneralAmt |
| Fundraising | $2,512,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,635,710 | BOYAmt |
| EOY | $19,755,239 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,802,574 | BOYAmt |
| EOY | $3,171,120 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,677 | BOYAmt |
| EOY | $6,369,630 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,800 | BOYAmt |
| EOY | $299,288 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,228 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,391 | BOYAmt |
| EOY | $166,115 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,578,055 | BOYAmt |
| EOY | $3,058,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $192,729,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,638,204 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,942,307 | BOYAmt |
| EOY | $136,091,498 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,964,641 | BOYAmt |
| EOY | $53,286,625 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,277,779 | BOYAmt |
| EOY | $3,653,218 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,798 | BOYAmt |
| EOY | $481,808 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,224,786 | BOYAmt |
| EOY | $4,683,037 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,805,746 | BOYAmt |
| EOY | $231,015,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,463,865 | BOYAmt |
| EOY | $13,204,416 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,693 | BOYAmt |
| EOY | $91,161 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,093 | BOYAmt |
| EOY | $396,411 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,764,656 | BOYAmt |
| EOY | $55,055,074 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,783 | BOYAmt |
| EOY | $194,781 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,830,090 | BOYAmt |
| EOY | $68,941,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,401,427 | BOYAmt |
| EOY | $148,107,896 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,511,797 | BOYAmt |
| EOY | $3,965,301 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,062,432 | BOYAmt |
| EOY | $10,000,594 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,975,656 | BOYAmt |
| EOY | $162,073,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,805,746 | BOYAmt |
| EOY | $231,015,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,762,676 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,882,948 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$547,489 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,574,246 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,757,379 | BeginningYearBalanceAmt |
| Contributions | $6,255,016 | ContributionsAmt |
| Investment Earnings Or Losses | $7,263,515 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $261,641 | GrantsOrScholarshipsAmt |
| End Year Balance | $53,014,269 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,619,776 | BeginningYearBalanceAmt |
| Contributions | $5,245,438 | ContributionsAmt |
| Investment Earnings Or Losses | $3,121,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,366 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,757,378 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,852,008 | BeginningYearBalanceAmt |
| Contributions | $5,234,488 | ContributionsAmt |
| Investment Earnings Or Losses | $728,794 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $195,513 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,619,777 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,476,661 | BeginningYearBalanceAmt |
| Contributions | $20,266,968 | ContributionsAmt |
| Investment Earnings Or Losses | $251,023 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $142,644 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,852,008 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,217,908 | BeginningYearBalanceAmt |
| Contributions | $176,951 | ContributionsAmt |
| Investment Earnings Or Losses | $272,511 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $190,709 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,476,661 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,716,983 | OtherCostOrOtherBasisAmt |
| Book Value | $5,716,983 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,324,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,028,972 | DepreciationAmt |
| Book Value | $88,295,139 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,392,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $516,307 | DepreciationAmt |
| Book Value | $875,741 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,340,299 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,929,083 | DepreciationAmt |
| Book Value | $14,411,216 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,956,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,163,842 | DepreciationAmt |
| Book Value | $26,792,419 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,091,498 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS HELD FOR OTHERS | Desc |
| Amt | $194,781 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $194,781 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $171,981,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,882,948 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$289,957 | OtherRevenueAmt |
| Revenue Not Reported | $5,592,991 | RevenueNotReportedAmt |
| Revenue Subtotal | $166,388,961 | RevenueSubtotalAmt |
| Other Revenues Not Included | $19,214,949 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,214,949 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $185,603,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $152,883,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $257,532 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $257,532 | ExpensesNotReportedAmt |
| Expenses Subtotal | $152,626,285 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,214,949 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,214,949 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $171,841,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | FINE ART WORK ART WORK: The majority of the art work are prints by Yankel Ginzburg. The art work is exhibited throughout the campus buildings. |
| Schedule D, Part V, Line 4 | ENDOWMENT FUNDS The majority of the Endowment is for the purpose of providing scholarships. Other endowments are for items such as library materials and service trips. |
| Schedule D, Part XII, Line 2D | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN: Rental Expense 13,429 Fundraising Expense 244,103 Unrealized Loss on Interest Rate Swap (547,489) --------- Total (289,957) |
| Schedule D, Part XIII, Line 4B | University funded scholarship allowance 19,214,949 |
| Schedule D, Part XIII, Line 2D | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN: Rental Expense 13,429 Fundraising Expense 244,103 -------- Total 257,532 |
| Schedule D, Part XIII, Line 4B | University funded scholarship allowance 19,214,949 |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) AUDITED FINANCIAL STATEMENT FOOTNOTE FASB ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE UNIVERSITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT COULD RESULT IN MATERIAL IMPACT TO THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Yes, the nondiscriminatory policy ads run in September in newspapers in every University location. |
| Schedule E, Part I, Line 6a | THE COLLEGE PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS, WHICH ARE LISTED BELOW. THESE PROGRAMS ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. STUDENT FINANCIAL ASSISTANCE U.S. DEPARTMENT OF EDUCATION: FEDERAL PELL GRANT PROGRAM FEDERAL WORK STUDY PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS FEDERAL DIRECT STUDENT LOAN PROGRAM FEDERAL PERKINS LOAN PROGRAM ACADEMIC COMPETITIVENESS GRANT NATIONAL SCIENCE & MATHEMATICS ACCESS TO RETAIN TALENT GRANT BYRD HONORS SCHOLARSHIP STATE FINANCIAL ASSISTANCE FLORIDA DEPARTMENT OF EDUCATION AND COMMISSIONER OF EDUCATION: FLORIDA RESIDENT ACCESS GRANT FLORIDA STUDENT ASSISTANCE GRANT FLORIDA BRIGHT FUTURES SCHOLARSHIP PROGRAM SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF DECEASED OR DISABLED VETERANS AND SERVICE MEMBERS MINORITY TEACHER SCHOLARSHIP PROGRAM FLORIDA COMMISSIONER OF EDUCATION |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SOS Golf | NameOfEvent1Amt |
| Gross Receipts Event1 | $14,147 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,067 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,080 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,031 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,681 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Alumni Weekend | NameOfEvent2Amt |
| Gross Receipts Event2 | $16,020 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,175 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,845 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $40,725 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,247 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $22,456 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $161,263 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $142,126 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $19,137 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $24,769 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $16,620 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $127,574 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $191,430 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $154,368 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,062 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $71,525 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,867 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $151,711 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $244,103 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$207,041 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Annual | 58 | $100,479 | ||
| Athletics | 257 | $2,607,755 | ||
| Endowments | 142 | $375,564 | ||
| Merit | 5261 | $13,178,907 | ||
| Need Based | 655 | $2,174,906 | ||
| Other Educational | 423 | $2,360,053 | EMPLOYEE FRNG BNFT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Description of organization's procedures for monitoring use of grants Individuals requesting any form of financial aid must complete personal financial statements and if they are dependents, they must also provide parental or guardian financial information. Only individuals who are enrolled in the school at the time of disbursements are considered for financial aid. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR F KIRK | ||||||||||||||
| PRESIDENT | $369,373 | $0 | $0 | $0 | $131,334 | $0 | $22,950 | $0 | $13,462 | $0 | $537,119 | $0 | $0 | $0 |
| JEANNE PLECENIK | ||||||||||||||
| CFO | $202,541 | $0 | $15,000 | $0 | $559 | $0 | $17,737 | $0 | $11,216 | $0 | $247,053 | $0 | $0 | $0 |
| EDWARD DADEZ | ||||||||||||||
| VP | $202,104 | $0 | $16,739 | $0 | $23,547 | $0 | $19,769 | $0 | $7,939 | $0 | $270,098 | $0 | $0 | $0 |
| KATHRYN MCFARLAND | ||||||||||||||
| VP | $189,742 | $0 | $27,500 | $0 | $17,000 | $0 | $18,619 | $0 | $9,772 | $0 | $262,633 | $0 | $0 | $0 |
| MARIBETH DURST | ||||||||||||||
| VP | $196,494 | $0 | $30,000 | $0 | $17,500 | $0 | $19,300 | $0 | $7,783 | $0 | $271,077 | $0 | $0 | $0 |
| MICHAEL NASTANSKI | ||||||||||||||
| DEAN | $180,920 | $0 | $15,000 | $0 | $17,500 | $0 | $16,412 | $0 | $7,856 | $0 | $237,688 | $0 | $0 | $0 |
| Passard Dean | ||||||||||||||
| ASSOCIATE PROFESSOR | $166,023 | $0 | $0 | $0 | $0 | $0 | $8,655 | $0 | $7,661 | $0 | $182,339 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1 | DR. ARTHUR KIRK HAS THE FOLLOWING TAXABLE ALLOWANCES: LIFE, DISABILITY, LT CARE INSURANCE 3,141 HOUSING ALLOWANCE 30,000 PERSONAL FINANCIAL SERVICES 9,000 TUITION ASSISTANCE FOR FAMILY 31,458 AUTOMOBILE ALLOWANCE 9,750 SOCIAL CLUB DUES 8,056 THE HOUSE ALLOWANCE IS FOR KEEPING DR. KIRK'S HOUSE OPEN FOR UNIVERSITY FUNCTIONS. JEANNE PLECENIK HAS THE FOLLOWING TAXABLE ALLOWANCES: MOVING ALLOWANCE 559 EDWARD DADEZ HAS THE FOLLOWING TAXABLE ALLOWANCES: REPAYMENT OF LOAN 8,261 |
| SCHEDULE J, LINE 3 | OFFICES AND POSITIONS FOR WHICH PROCESS WAS USED, AND YEAR PROCESS WAS BEGUN THE UNIVERSITY HIRES AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION PACKAGE BASED OFF OF INDUSTRY, TRENDS, ETC. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHAT THE PRESIDENT'S COMPENSATION WILL BE AFTER REVIEWING THE CONSULTANT'S WORK AND RECOMMENDATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Higher Educational Facilites Financing Authority | |||||||
| A | 942567020 | 2012-11-29 | $30,000,000 | See Part V | false | false | Yes (true) |
| Higher Educational Facilites Financing Authority | |||||||
| B | 942567020 | 2012-11-29 | $27,685,000 | See Part V | false | false | Yes (true) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $30,000,000 | $0 | $30,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | false | false | Yes (true) | Yes (true) |
| B | $27,685,000 | $0 | $27,685,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct |
|---|---|---|---|---|---|
| A | false | false | false | false | 0 |
| B | false | false | false | false | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|
| 0 | ||||||
| A | Yes (true) | Yes (true) | false | false | 0 | false |
| 0 | ||||||
| B | Yes (true) | Yes (true) | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd |
|---|
| A |
| B |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN F | DESCRIPTION OF PURPOSE BONDS A AND B WERE USED TO RE-FINANCE FOUR PRIOR YEAR BONDS THAT WERE ORIGINALLY USED FOR CONSTRUCTIONS OF STUDENT RESIDENTIAL BUILDINGS AND EDUCATIONAL FACILITIES. |
| SCHEDULE K, PART II, LINE 3, COLUMN A AND B | PROCEEDS FROM ALL BOND ISSUES WERE USED TO PAY OFF FOUR PRIOR YEAR BONDS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Edward W Dadez | PersonNm |
| Relationship With Org | VP | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $68,000 | OriginalPrincipalAmt |
| Balance Due | $34,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | false | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $34,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L | DR. ARTHUR F. KIRK, JR. - PRESIDENT THE PURPOSE OF THE SECURED BENEFIT PLAN IS TO ATTRACT AND RETAIN QUALIFIED EMPLOYEES BY SHARING OWNERSHIP OF AN INSURANCE POLICY ON THE ELIGIBLE INDIVIDUAL'S LIFE PAID FOR BY THE EMPLOYER. DR. KIRK IS THE FIRST OWNER OF THE POLICY AND SAINT LEO UNIVERSITY IS THE SECOND OWNER. AT THE TERMINATION OF THE POLICY OR PAYMENT OF DEATH BENEFITS THE UNIVERSITY RECOVERS ALL ITS COST IN THE TRANSACTIONS WITH INTERESTED PERSONS LIFE INSURANCE POLICY. |
| SCHEDULE L, PART II | LOANS TO INTERESTED PERSONS DR. EDWARD W. DADEZ - VP STUDENT SERVICES THE LOAN TO DR. DADEZ IS AN AGREEMENT THAT SAINT LEO UNIVERSITY ENTERED SO THAT THEY WERE ABLE TO RETAIN HIS SPECIALTY AND KNOWLEDGE DEALING WITH OUR MILITARY AND CIVILIAN CENTERS. THE LOAN HAS A REPAYMENT PROVISION THAT PROTECTS SAINT LEO'S INTERESTS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,264 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $124,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Plane Tickets | 14 | $5,600 | Fair Market Value |
| Yes (X) | Furniture | 75 | $23,747 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32a | FormAndLineReferenceDesc |
| Explanation | Third Party Assistance of Noncash Contributions A brokerage firm is used to sell donated assets. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b | Description of process used to review Form 990 THE BOARD WILL RECEIVE A "FINALIZED" DRAFT COPY OF THE 990 AHEAD OF THE FEBRUARY BOARD MEETINGS. DURING THE BOARD MEETING THE MANAGEMENT TEAM WILL BRIEFLY DISCUSS AND DESCRIBE THE 990 AND WILL TAKE COMMENTS AND QUESTIONS RELATED TO THE DRAFT. THE BOARD WILL GET TO VOTE ON APPROVAL, AND ONCE APPROVED, SAINT LEO UNIVERSITY WILL SUBMIT THE 990 TO THE IRS. |
| Form 990, Part VI, Line 12c | Description of process to monitor transactions for conflicts of interest UNIVERSITY MEMBERS SHALL AVOID FAVORITISM AND ANY POTENTIAL CONFLICT OF INTEREST OR APPEARANCE OF A CONFLICT OF INTEREST THROUGH THE FOLLOWING REQUIREMENTS: A. TRUSTEES DUTIES: ELEMENTS OF A CONFLICT. A TRUSTEE HAS A CONFLICT OF INTEREST WHENEVER THE TRUSTEE OR A FAMILY MEMBER OR A BUSINESS ASSOCIATED WITH A TRUSTEE OR A FAMILY MEMBER (INSOFAR AS MAY BE KNOWN TO THE TRUSTEE) HAS AN EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST IN A MATTER PENDING BEFORE THE BOARD OF TRUSTEES THAT MIGHT REASONABLY BE EXPECTED TO IMPAIR THE TRUSTEE'S INDEPENDENCE OF JUDGMENT OR OBJECTIVITY IN THE DISCHARGE OF GOVERNANCE RESPONSIBILITIES. "BUSINESS ASSOCIATES WITH A TRUSTEE" MEANS AN ORGANIZATION, CORPORATION, PARTNERSHIP, PROPRIETORSHIP OR OTHER BUSINESS ENTITY WITH RESPECT TO WHICH EITHER THE TRUSTEE OR (INSOFAR AS MAY BE KNOWN TO THE TRUSTEE) A MEMBER OF THE TRUSTEE'S FAMILY: A) RECEIVES COMPENSATION IN EXCESS OF $500 IN ANY MONTH OR HAS ANY CONTRACTUAL RIGHT TO FUTURE INCOME IN EXCESS OF $6,000 PER YEAR EXCLUDING COMPENSATION FROM THE UNIVERSITY, ANY GOVERNMENTAL SOURCE, INVESTMENT OR SAVINGS INCOME, RETIREMENT OR INSURANCE BENEFITS OR ALIMONY; B) SERVES AS AN OFFICER, DIRECTOR, PARTNER, OR EMPLOYEE; C) HOLDS A FINANCIAL INTEREST VALUED IN EXCESS OF $10,000. B. BOARD RECUSAL: IMPLICATIONS OF RECUSAL. CONFLICT OF INTEREST COMES IN MANY FORMS AND CANNOT BE AVOIDED ENTIRELY. RECUSAL ON A PARTICULAR MATTER BECAUSE OF A CONFLICT DOES NOT REFLECT ADVERSELY ON THE INVOLVED TRUSTEE. RATHER, IT IS SIMPLY RECOGNITION THAT, IN A COMPLEX AND INTERCONNECTED SOCIETY, CONFLICTS WILL OCCUR. WHEN THIS HAPPENS, RECUSAL IS NECESSARY TO ASSURE THAT A TRUSTEE'S INDEPENDENCE OF JUDGMENT IS NOT COMPROMISED, THAT THE PUBLIC'S CONFIDENCE IN THE INTEGRITY OF THE BOARD OF TRUSTEES IS PRESERVED, AND THAT THE UNIVERSITY'S PUBLIC MISSION IS PROTECTED. C. CONFLICT OF INTEREST AND RECUSAL PROCEDURES: REVIEW OF PROCEDURES: THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF THE UNIVERSITY COUNSEL, SHALL REVIEW ANNUALLY AT A BOARD MEETING THE REQUIREMENTS AND PROCEDURES PROVIDED IN THIS POLICY. EACH TRUSTEE SHALL SIGN A RECEIPT INDICATING THE DATE THE CODE WAS RECEIVED AND ACKNOWLEDGING THAT THEY ARE RESPONSIBLE FOR READING THE CODE AND IS BOUND BY IT. TRUSTEES CAN SEEK CLARIFICATION OF THE CODE'S PROVISIONS FROM THE UNIVERSITY COMPLIANCE OFFICER. RECUSAL: A TRUSTEE MUST SELF RECUSE FROM A MATTER IF THE TRUSTEE HAS: A) ANY FINANCIAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE TRUSTEE'S PUBLIC DUTIES, OR B) ANY PERSONAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE TRUSTEE'S PUBLIC DUTIES. D. UNIVERSITY MEMBERS EXPECTED BEHAVIOR: NO EMPLOYEE SHALL HAVE ANY INTEREST, FINANCIAL OR OTHERWISE, DIRECT OR INDIRECT, OR ENGAGE IN ANY BUSINESS TRANSACTION OR PROFESSIONAL ACTIVITY, THAT IS IN SUBSTANTIAL CONFLICT WITH THE PROPER DISCHARGE OF THE EMPLOYEE'S DUTIES. E. ADDITIONAL OBLIGATIONS: TRUSTEE AND SENIOR ADMINISTRATIVE PERSONNEL HAVE A DUTY TO THE UNIVERSITY TO ALWAYS ACT IN GOOD FAITH, WITH THE CARE AN ORDINARY PRUDENT PERSON IN A LIKE POSITION WOULD EXERCISE UNDER SIMILAR CIRCUMSTANCES, AND IN A MANNER REASONABLY BELIEVED TO BE IN THE BEST INTERESTS OF THE UNIVERSITY. PERSONS OCCUPYING THESE POSITIONS OF TRUST SHALL COMPLETE AND SUBMIT, ON AT LEAST AN ANNUAL BASIS, A CONFLICT OF INTEREST DISCLOSURE FORM ("FORM"). THE FORM SHALL BE AMENDED FOR FREQUENTLY, AS NEEDED, WHENEVER THERE IS A MATERIAL CHANGE IN THE CIRCUMSTANCES OF THE REPORTING PERSON THAT WOULD MAKE THE FORM THEN ON FILE MATERIALLY FALSE OR MISLEADING. IN ADDITION, ALL TRUSTEES MUST AGREE AND SIGN A STATEMENT OF RESPONSIBILITIES ("STATEMENT") THAT WILL PROVIDE SOME GUIDANCE ON THE SPECIAL RESPONSIBILITIES ATTENDED TO THAT OFFICE. THE FORM AND THE STATEMENT MAY BE CHANGED FROM TIME TO TIME BY THE BOARD. |
| Form 990, Part VI, Line 15a | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS BEGAN THE UNIVERSITY HIRES AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION PACKAGE BASED OFF OF INDUSTRY, TRENDS, ETC. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHAT THE PRESIDENT'S COMPENSATION WILL BE AFTER REVIEWING THE CONSULTANT'S WORK AND RECOMMENDATION. |
| Form 990, Part VI, Line 15b | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS BEGAN THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL SALARIES AND BASES THEIR REVIEW ON SALARY TRENDING AND OTHER COMPENSATION RELATED INFORMATION. THE PROCESS IS USED TO ESTABLISH COMPENSATION FOR THE FOLLOWING OFFICES AND POSITIONS: UNIVERSITY PRESIDENT VICE PRESIDENT OF ACADEMIC AFFAIRS VICE PRESIDENT OF CONTINUING EDUCATION AND STUDENT SERVICES VICE PRESIDENT OF BUSINESS VICE PRESIDENT OF ENROLLMENT VICE PRESIDENT OF UNIVERSITY ADVANCEMENT ASSOCIATE VICE PRESIDENT FOR TECHNOLOGY SERVICES UNIVERSITY GENERAL COUNSEL ASSOCIATE VICE PRESIDENT OF BUSINESS AFFAIRS DEAN OF BUSINESS DEAN OF ARTS AND SCIENCES DEAN OF EDUCATION AND SOCIAL SERVICES DIRECTOR OF THE CENTER FOR ONLINE LEARNING |
| Form 990, Part VI, Line 19 | How Documents are Made Available to the Public SAINT LEO UNIVERSITY WILL PROVIDE COPIES OF THE POLICIES AND DOCUMENTS UPON WRITTEN REQUEST. |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets or Fund Balances Change in Value of Split Interest Agreements (547,489) |