FLORIDA SOUTHERN COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA SOUTHERN COLLEGE (EIN 59-0624401)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-10
- IRS object ID
- 201541009349300504
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-10T08:36:52-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA SOUTHERN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8636804148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | V TERRY DENNIS | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 8636804148 | PhoneNum |
| Signature | 2015-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2015-04-06 | 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 | DR ANNE B KERR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,516,530 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FLSOUTHERN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE UNITED METHODIST AFFILIATED COLLEGE THAT IS COMMITTED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1517 | TotalEmployeeCnt |
| Total Volunteers | 142 | TotalVolunteersCnt |
| Total Gross UBI | $57,152 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$34,981 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,666,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,569,290 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,333,988 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $80,352,562 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,832,885 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,633,457 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,204,220 | PYOtherRevenueAmt |
| CY Other Revenue | $3,431,536 | CYOtherRevenueAmt |
| PY Total Revenue | $93,038,062 | PYTotalRevenueAmt |
| CY Total Revenue | $95,986,845 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,404,621 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,057,567 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,680,781 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,391,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,231,096 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,768,916 | PYOtherExpensesAmt |
| CY Other Expenses | $32,462,773 | CYOtherExpensesAmt |
| PY Total Expenses | $81,854,318 | PYTotalExpensesAmt |
| CY Total Expenses | $89,911,658 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,183,744 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,075,187 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,334,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,763,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,498,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,678,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $157,835,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $169,085,170 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FLORIDA SOUTHERN COLLEGE IS COMMITTED TO EDUCATIONAL EXCELLENCE AND IS A SELECTIVE COMPREHENSIVE, PRIVATE, UNITED METHODIST AFFILIATED COLLEGE WITH A STRONG LIBERAL ARTS CORE AND SIGNATURE PROGRAMS. (SEE SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,503,717 | ExpenseAmt |
| Grant | $27,057,567 | GrantAmt |
| Revenue | $80,352,562 | RevenueAmt |
| Desc | FLORIDA SOUTHERN COLLEGE IS A PRIVATE, COMPREHENSIVE COLLEGE DEDICATED TO TEACHING EXCELLENCE IN 56 PROGRAMS OF STUDY FOR UNDERGRADUATE STUDENTS. THE COLLEGE IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES. THE COLLEGE'S 2013 ENTERING FRESHMAN CLASS OF 633 IS THE LARGEST IN OUR 128-YEAR HISTORY, AND WE HAD THE HIGHEST SAT SCORE OF AN ENTERING CLASS. THE COLLEGE'S 2,120 FULLTIME UNDERGRADUATE STUDENTS COME FROM 45 STATES AND 49 COUNTRIES, WITH 78% OF THEM RESIDING IN CAMPUS HOUSING. MORE THAN 98% RECEIVE SOME FORM OF FINANCIAL ASSISTANCE, INCLUDING 32% WHO RECEIVE PELL GRANTS. (SEE SCHEDULE O)FLORIDA SOUTHERN IS NATIONALLY RECOGNIZED FOR ITS ENGAGED LEARNING FORMAT WHERE STUDENTS ARE CHALLENGED TO APPLY KNOWLEDGE THEY ACQUIRE IN THEIR CLASSES IN REAL-WORLD SITUATIONS. WE ARE PROUD OF THE QUALITY OF OUR STUDENT-FACULTY COLLABORATIVE RESEARCH, STUDENT MUSICAL PERFORMANCES, SERVICE LEARNING, CIVIC ENGAGEMENT, INTERNSHIPS, PRACTICALLY PROJECTS, AND STUDY-ABROAD OPPORTUNITIES, ALL OF WHICH SUPPORT THE ENGAGED LEARNING PEDAGOGY. STUDENTS ARE TAUGHT BY DYNAMIC PROFESSORS, INCLUDING 111 FULL-TIME FACULTY THAT RESULTS IN A 14:1 STUDENT-FACULTY RATIO. THE FACULTY HAVE OUTSTANDING CREDENTIALS, WITH 78% WHO HAVE EARNED THEIR TERMINAL DEGREE IN THEIR FIELD OF EXPERTISE. FLORIDA SOUTHERN ALSO EMPHASIZES WHOLE-STUDENT DEVELOPMENT AND HAS A VIBRANT EXTRA-CURRICULAR AGENDA THAT SUPPORTS BOTH CLASSROOM AND OUT-OF-CLASSROOM PERSONAL GROWTH EXPERIENCES. A WELL-TRAINED STAFF OF PROFESSIONALS LEAD THESE ACTIVITIES THAT FOSTER NOT ONLY ACADEMIC, BUT ALSO PHYSICAL, SPIRITUAL, AND SOCIAL DEVELOPMENT. FLORIDA SOUTHERN IS RANKED AS THE #1 REGIONAL COLLEGE IN FLORIDA AND THE #5 REGIONAL COLLEGE IN THE SOUTH BY U.S. NEWS & WORLD REPORT; WAS RANKED AS THE #1 "MOST BEAUTIFUL CAMPUS" IN THE NATION FOR TWO CONSECUTIVE YEARS AND ONCE AGAIN HONORED AS ONE OF THE COUNTRY'S BEST INSTITUTIONS FOR UNDERGRADUATE EDUCATION BY THE PRINCETON REVIEW. IT IS INCLUDED IN THE PRINCETON REVIEW'S BEST 378 COLLEGES AND UNIVERSITIES; IS INCLUDED AS A BEST VALUE IN THE PRESTIGIOUS FISKE GUIDE TO COLLEGES; AND IS LISTED BY BARRON'S AS A BEST BUY INSTITUTION. THE COLLEGE'S 110 ACRE CAMPUS INCLUDES ACADEMIC BUILDINGS, RESIDENCE HALLS, ATHLETIC FACILITIES, STUDENT LIFE ACTIVITY SPACES, ADMINISTRATIVE OFFICES, AND STUDENT SUPPORT LEARNING SPACES, A PERFORMING ARTS CENTER, OTHER AUDITORIA FOR BOTH MUSICAL AND ALL-COLLEGE PROGRAMS, CHAPELS FOR CAMPUS MINISTRIES, AND MAINTENANCE AND WORKSHOP FACILITIES. | Desc |
| Total Program Service Expenses | $75,503,717 | 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 | 0 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1517 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | V TERRY DENNIS | PersonNm |
| Phone | 8636804148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 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 |
|---|---|---|---|---|---|---|---|
| ROBERT L FRYER JR | |||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD T FULTON | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT E PUTERBAUGH | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCENE CHRISTOVERSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOYT ROBINSON BARNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J ADAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J STEPHEN BUCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN EDWARDS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP ROBERT E FANNIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN H HANSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY K HEARN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M CLAYTON HOLLIS JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C JENSEN | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENERAL DONALD L KERRICK | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD L LITTLE JR | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REVEREND W DAVID MCENTIRE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH D MCKAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD L MYRICK | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAIDA BADCOCK POU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL R RICHEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE H ROBERTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A RODDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE W ROGERS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARTHUR J ROWBOTHAM | |||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOE P RUTHVEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS S SACO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HONORABLE E J SALCINES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY L SANDHAGEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W SCHARAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT R SHARP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVETT L SIMMONS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAS P SMITH | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT S TRINKLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R HOWARD WIGGS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS S PETCOFF | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID P LYONS | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID E ROGERS | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLE E WEINSTEIN | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE B KERR | |||||||
| PRESIDENT | 75.00 | Yes (X) | $394,581 | $0 | $45,981 | ||
| V TERRY DENNIS | |||||||
| VP OF FINANCE & ADMINISTRA | 55.00 | Yes (X) | $191,928 | $0 | $29,033 | ||
| KYLE FEDLER | |||||||
| PROVOST | 55.00 | Yes (X) | $143,040 | $0 | $34,457 | ||
| JOHN GRUNDIG | |||||||
| VP OF ENROLLMENT MANAGEMEN | 55.00 | Yes (X) | $178,188 | $0 | $40,007 | ||
| ROBERT H TATE | |||||||
| VP ADVANCEMENT | 55.00 | Yes (X) | $148,128 | $0 | $22,842 | ||
| WILLIAM L RHEY | |||||||
| DEAN OF BUSINESS & ECONOMI | 40.00 | $185,423 | $0 | $21,444 | Yes (X) | ||
| WILLIAM C QUILLIAM | |||||||
| PROFESSOR | 40.00 | $123,162 | $0 | $8,101 | Yes (X) | ||
| LYNN M CLEMENTS | |||||||
| PROFESSOR | 40.00 | $123,473 | $0 | $19,736 | Yes (X) | ||
| CHARLES W DUVAL | |||||||
| PROFESSOR | 40.00 | $113,190 | $0 | $11,417 | Yes (X) | ||
| DAVID CAMPOPIANO | |||||||
| PROFESSOR | 40.00 | $112,846 | $0 | $161 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,713,959 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,179 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GUEST SERVICES INC | |||||
| PO BOX 931841 | ATLANTA | GA | 31193 | CAFETERIA MANAGEMENT | $4,193,965 |
| RODDA CONSTRUCTION INC | |||||
| 250 EAST HIGHLAND DR | LAKELAND | FL | 33813 | CONSTRUCTION | $3,730,822 |
| ROBERT A M STERN ARCHITECTS | |||||
| 460 W 34TH ST | NEW YORK | NY | 10001 | CONTRACTOR | $1,141,905 |
| BW COMMUNICATIONS | |||||
| 8900 EDGEWORTH DR STE G | CAPITOL HEIGHTS | MD | 20743 | COMMUNICATIONS SERVICES | $647,810 |
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | SOFTWARE | $260,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $102,382 | FundraisingAmt |
| Government Grants | $1,111,034 | GovernmentGrantsAmt |
| All Other Contributions | $9,355,874 | AllOtherContributionsAmt |
| Noncash Contributions | $1,293,353 | NoncashContributionsAmt |
| Total Contributions | $10,569,290 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $64,672,724 | $64,672,724 |
| DORMITORY & FOOD SERVICE | 611710 | $15,342,348 | $15,342,348 |
| RENTAL TO STUDENTS/FACULTY | 611710 | $243,171 | $243,171 |
| OTHER STUDENT FEES | 611710 | $94,319 | $94,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $80,352,562 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,611,556 | TotalRevenueColumnAmt |
| Exclusion | $1,611,556 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,248 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,766 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,482 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,482 | TotalRevenueColumnAmt |
| Exclusion | $106,482 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,308,251 | SecuritiesAmt |
| Other | $55,565 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,286,310 | SecuritiesAmt |
| Other | $55,605 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,941 | SecuritiesAmt |
| Other | -$40 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,901 | TotalRevenueColumnAmt |
| Exclusion | $21,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,363 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $102,382 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,654 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,709 | TotalRevenueColumnAmt |
| Exclusion | $10,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $93,627 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $64,350 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,277 | TotalRevenueColumnAmt |
| Exclusion | $29,277 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER PROGRAM REVENUE | 900099 | $1,771,327 | $1,771,327 | |
| STUDENT INSURANCE PREMIUMS | 524292 | $418,582 | $418,582 | |
| LESSONS/MEMBERSHIPS | 900099 | $57,152 | $57,152 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,038,007 | TotalRevenueColumnAmt |
| Exclusion | $1,038,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,285,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,986,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,352,562 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $57,152 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,007,841 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,057,567 | TotalAmt |
| Program Services | $27,057,567 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,784 | TotalAmt |
| Program Services | $88,749 | ProgramServicesAmt |
| Management And General | $855,775 | ManagementAndGeneralAmt |
| Fundraising | $280,260 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,973,447 | TotalAmt |
| Program Services | $19,530,351 | ProgramServicesAmt |
| Management And General | $3,019,973 | ManagementAndGeneralAmt |
| Fundraising | $423,123 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,093 | TotalAmt |
| Program Services | $1,247,367 | ProgramServicesAmt |
| Management And General | $178,726 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,118,891 | TotalAmt |
| Program Services | $1,870,952 | ProgramServicesAmt |
| Management And General | $1,125,233 | ManagementAndGeneralAmt |
| Fundraising | $122,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,103 | TotalAmt |
| Program Services | $1,433,550 | ProgramServicesAmt |
| Management And General | $190,221 | ManagementAndGeneralAmt |
| Fundraising | $24,332 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,902 | TotalAmt |
| Management And General | $99,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,021 | TotalAmt |
| Management And General | $108,021 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,386 | TotalAmt |
| Management And General | $5,386 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,027,186 | TotalAmt |
| Program Services | $1,712,129 | ProgramServicesAmt |
| Management And General | $239,283 | ManagementAndGeneralAmt |
| Fundraising | $75,774 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,686 | TotalAmt |
| Program Services | $867,074 | ProgramServicesAmt |
| Management And General | $170,974 | ManagementAndGeneralAmt |
| Fundraising | $638 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,293,260 | TotalAmt |
| Program Services | $1,589,225 | ProgramServicesAmt |
| Management And General | $620,448 | ManagementAndGeneralAmt |
| Fundraising | $83,587 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,812,258 | TotalAmt |
| Program Services | $4,563,281 | ProgramServicesAmt |
| Management And General | $230,944 | ManagementAndGeneralAmt |
| Fundraising | $18,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,081 | TotalAmt |
| Program Services | $345,343 | ProgramServicesAmt |
| Management And General | $34,410 | ManagementAndGeneralAmt |
| Fundraising | $20,328 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,227 | TotalAmt |
| Program Services | $6,227 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,288 | TotalAmt |
| Program Services | $22,499 | ProgramServicesAmt |
| Management And General | $1,507,789 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,323,665 | TotalAmt |
| Program Services | $4,752,919 | ProgramServicesAmt |
| Management And General | $570,746 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,130 | TotalAmt |
| Program Services | $77,625 | ProgramServicesAmt |
| Management And General | $1,964,505 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $4,971,514 | $4,473,588 | $370,601 | $127,325 |
| FOOD EXPENSE | $4,007,424 | $4,007,424 | ||
| BAD DEBT EXPENSE | $680,048 | $680,048 | ||
| TAXES, LICENSES, PERMIT | $398,935 | $273,198 | $125,737 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,762 | TotalAmt |
| Program Services | $1,584,649 | ProgramServicesAmt |
| Management And General | $1,078,123 | ManagementAndGeneralAmt |
| Fundraising | $54,990 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,911,658 | TotalAmt |
| Program Services | $75,503,717 | ProgramServicesAmt |
| Management And General | $13,176,845 | ManagementAndGeneralAmt |
| Fundraising | $1,231,096 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,437,622 | BOYAmt |
| EOY | $13,829,559 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,567 | BOYAmt |
| EOY | $615,682 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,494,788 | BOYAmt |
| EOY | $11,634,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,906,521 | BOYAmt |
| EOY | $2,887,034 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,481,932 | BOYAmt |
| EOY | $3,166,743 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,835 | BOYAmt |
| EOY | $278,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,766 | BOYAmt |
| EOY | $395,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $183,859,032 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,305,718 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,102,348 | BOYAmt |
| EOY | $115,553,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,616,101 | BOYAmt |
| EOY | $64,975,385 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,079,763 | BOYAmt |
| EOY | $12,427,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,334,243 | BOYAmt |
| EOY | $225,763,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,739,897 | BOYAmt |
| EOY | $6,487,025 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,069 | BOYAmt |
| EOY | $2,445,339 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,510,000 | BOYAmt |
| EOY | $38,515,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,280 | BOYAmt |
| EOY | $114,398 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,620 | BOYAmt |
| EOY | $221,193 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,338 | BOYAmt |
| EOY | $1,707,182 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,080,111 | BOYAmt |
| EOY | $7,188,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,498,315 | BOYAmt |
| EOY | $56,678,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,285,666 | BOYAmt |
| EOY | $90,571,807 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,805,959 | BOYAmt |
| EOY | $39,594,687 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,744,303 | BOYAmt |
| EOY | $38,918,676 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,835,928 | BOYAmt |
| EOY | $169,085,170 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,334,243 | BOYAmt |
| EOY | $225,763,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,075,187 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,732,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $441,729 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $391 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $391 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FLORIDA SOUTHERN COLLEGE ONLY ENGAGES IN LOBBYING ACTIVITY WHICH DIRECTLY AFFECT THE OPERATION OF THE COLLEGE, ARE FOR THE BENEFIT OF ITS STUDENTS, AND WHICH FOSTER ITS EDUCATIONAL MISSION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $325,873 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| 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 | $80,456,773 | BeginningYearBalanceAmt |
| Contributions | $2,718,571 | ContributionsAmt |
| Investment Earnings Or Losses | $9,298,367 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,182,880 | OtherExpendituresAmt |
| End Year Balance | $82,380,831 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,031,050 | BeginningYearBalanceAmt |
| Contributions | $6,337,591 | ContributionsAmt |
| Investment Earnings Or Losses | $10,280,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,102,429 | OtherExpendituresAmt |
| End Year Balance | $80,456,773 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,071,688 | BeginningYearBalanceAmt |
| Contributions | $3,471,287 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,170,124 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,341,801 | OtherExpendituresAmt |
| End Year Balance | $76,031,050 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,850,492 | BeginningYearBalanceAmt |
| Contributions | $16,218,534 | ContributionsAmt |
| Investment Earnings Or Losses | $8,397,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,394,869 | OtherExpendituresAmt |
| End Year Balance | $78,071,688 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,752,217 | BeginningYearBalanceAmt |
| Contributions | $1,332,943 | ContributionsAmt |
| Investment Earnings Or Losses | $4,246,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,481,184 | OtherExpendituresAmt |
| End Year Balance | $55,850,492 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47240 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $152,583 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,338,880 | OtherCostOrOtherBasisAmt |
| Book Value | $6,491,463 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,237,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,211,334 | DepreciationAmt |
| Book Value | $73,025,700 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,432,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,787,087 | DepreciationAmt |
| Book Value | $21,645,195 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,995,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,983,362 | DepreciationAmt |
| Book Value | $8,011,947 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,702,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,323,935 | DepreciationAmt |
| Book Value | $6,379,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,553,314 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUST | $10,946,971 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $1,062,494 |
| BOND ISSUANCE COSTS, NET | $415,127 |
| OTHER ASSETS | $2,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,427,492 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFIT OBLIGATION | $2,992,962 |
| GIFT ANNUITY OBLIGATION | $2,272,202 |
| DEPOSITS | $531,316 |
| ADVANCES FROM FEDERAL AGENCY FOR STUDENT LOANS | $1,391,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,188,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $78,493,581 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,732,326 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $187,770 | OtherRevenueAmt |
| Revenue Not Reported | $4,920,096 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,573,485 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,883 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $22,393,477 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $22,413,360 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,986,845 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,337,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $187,770 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $187,770 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,149,626 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,883 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $22,742,149 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $22,762,032 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,911,658 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE'S COLLECTION REPRESENTS AN ACCRETION OF GIFTS ACROSS MANY DECADES WITH THE OLDEST WORK DATING FROM THE LATE 16TH CENTURY. THE COLLEGE HAS MANY 18TH AND 19TH CENTURY WORKS, HOWEVER THE MAJORITY OF THE COLLECTION CONSISTS OF WORKS FROM THE 20TH AND NOW THE 21ST CENTURIES. THE COLLEGE'S USE OF THE COLLECTION INCLUDES TEACHING AND AESTHETIC EDUCATIONAL DISPLAY. THE COLLECTION SUPPORTS THE MISSION OF THE DEPARTMENT OF ART AND ART HISTORY. THE COLLEGE'S CAMPUS CONTAINS THE LARGEST SINGLE SITE COLLECTION OF FRANK LLOYD WRIGHT STRUCTURES IN THE WORLD AND IS THE ONLY COLLEGE CAMPUS DESIGNED BY THE MASTER ARCHITECT. THE WRIGHT-DESIGNED BUILDINGS ON THE COLLEGE'S CAMPUS HAVE BEEN INCLUDED ON THE WORLD MONUMENT FUND'S LIST OF 100 MOST ENDANGERED SITES IN THE WORLD. THE INTERNATIONAL IMPORTANCE OF THE COLLEGE'S WRIGHT ARCHITECTURE AND PRESERVATION EFFORTS HAS RESULTED IN A NUMBER OF GRANTS TO ASSIST IN THESE EFFORTS. |
| PART IV, LINE 2B: | THE COLLEGE HOLDS AGENCY FUNDS AND ADMINISTERS THE FUNDS FOR VARIOUS CAMPUS GROUPS. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PREDICTABLE STREAM OF INCOME TO FUND PROGRAMS THAT ARE SUPPORTED BY THE ENDOWMENT. |
| PART X, LINE 2: | THE COLLEGE ADOPTED GUIDANCE ISSUED BY FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS OF JANUARY 1, 2007. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF THE TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION IN THE PRIOR YEAR HAD NO EFFECT ON THE COLLEGE'S FINANCIAL STATEMENTS. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE MAY 30, 2008. THE COLLEGE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFIT TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COLLEGE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COLLEGE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT MAY 31, 2014 AND 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 64,350. SPECIAL EVENT EXPENSES 88,654. RENTAL EXPENSES 34,766. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID AND SCHOLARSHIPS 22,393,477. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 64,350. SPECIAL EVENT EXPENSES 88,654. RENTAL EXPENSES 34,766. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID AND SCHOLARSHIPS 22,393,477. PAYMENT TO ANNUITY BENEFICIARIES 348,672. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE'S NON-DISCRIMINATORY POLICY HAS BEEN PUBLISHED ONLINE ON THE SCHOOL'S WEBSITE AND IN THE COLLEGE CATALOG. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL AID FROM FEDERAL AND STATE GOVERNMENTAL AGENCIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PROGRAM SERVICES | TO SPONSOR STUDY ABROAD | $337,260 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | PROGRAM SERVICES | TO SPONSOR STUDY ABROAD | $182,769 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | PROGRAM SERVICES | TO SPONSOR STUDY ABROAD | $90,964 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES. | TO SPONSOR STUDY ABROAD. | $27,554 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TO SPONSOR STUDY ABROAD. | $112,729 |
| 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 | $751,276 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $751,276 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT 1 | NameOfEvent1Amt |
| Gross Receipts Event1 | $62,975 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,570 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,405 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,200 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,350 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $20,349 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT 2 | NameOfEvent2Amt |
| Gross Receipts Event2 | $42,880 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,355 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,525 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,000 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,626 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $7,221 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $95,890 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,457 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $49,433 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $3,000 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,050 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,858 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $201,745 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $102,382 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,363 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $13,200 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,026 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,428 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,654 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,709 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| TUITION DISCOUNTS/CREDITS | 2083 | $22,393,477 | N/A | N/A |
| SCHOLARSHIPS | 825 | $3,254,279 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. THE COLLEGE MONITORS STUDENT TUITION ACCOUNTS FOR ANY STUDENT WHO RECEIVED A SCHOLARSHIP OR TUITION CREDIT. THE BURSAR'S OFFICE AND THE ADMISSIONS OFFICE ENSURE THAT STUDENTS WHO RECEIVE SCHOLARSHIPS OR TUITION CREDITS MAINTAIN FULL-TIME OR PART-TIME STUDENT STATUS AND MEET ALL OTHER REQUIREMENTS, AS REQUIRED BY THE AWARDED SCHOLARSHIP, SO THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE B KERR | ||||||||||||||
| PRESIDENT | $391,180 | $0 | $0 | $0 | $3,401 | $0 | $25,000 | $0 | $20,981 | $0 | $440,562 | $0 | $0 | $0 |
| V TERRY DENNIS | ||||||||||||||
| VP OF FINANCE & ADMINISTRA | $191,928 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $9,533 | $0 | $220,961 | $0 | $0 | $0 |
| KYLE FEDLER | ||||||||||||||
| PROVOST | $143,040 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $19,457 | $0 | $177,497 | $0 | $0 | $0 |
| JOHN GRUNDIG | ||||||||||||||
| VP OF ENROLLMENT MANAGEMEN | $178,188 | $0 | $0 | $0 | $0 | $0 | $18,750 | $0 | $21,257 | $0 | $218,195 | $0 | $0 | $0 |
| ROBERT H TATE | ||||||||||||||
| VP ADVANCEMENT | $148,128 | $0 | $0 | $0 | $0 | $0 | $14,597 | $0 | $8,245 | $0 | $170,970 | $0 | $0 | $0 |
| WILLIAM L RHEY | ||||||||||||||
| DEAN OF BUSINESS & ECONOMI | $185,423 | $0 | $0 | $0 | $0 | $0 | $13,111 | $0 | $8,333 | $0 | $206,867 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PRESIDENT, ANNE B. KERR, IS PROVIDED A RESIDENCE ON THE CAMPUS OF THE COLLEGE. THE VALUE OF HOUSING PROVIDED IS EXCLUDED FROM THE DETERMINATION OF TAXABLE COMPENSATION UNDER SECTION 119 OF THE INTERNAL REVENUE CODE BECAUSE: 1) THE LODGING IS FURNISHED ON THE BUSINESS PREMISES OF THE COLLEGE; 2) THE LODGING IS FURNISHED AT THE CONVENIENCE OF THE EMPLOYER. THE RESPONSIBILITIES OF THE PRESIDENT REQUIRE HER PRESENCE ON CAMPUS. THE PRESIDENT HOLDS MANY FACULTY AND STUDENT MEETINGS AT HER RESIDENCE; AND 3) THE EMPLOYEE IS REQUIRED TO ACCEPT SUCH LODGING AS A CONDITION OF HER EMPLOYMENT. THE VALUE OF THE LODGING IS NOT INCLUDED IN TAXABLE COMPENSATION. THE COLLEGE PAYS DUES AT A SOCIAL CLUB FOR THE COLLEGE PRESIDENT, ANNE B. KERR AND THE VICE PRESIDENT OF ADVANCEMENT, ROBERT H. TATE. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS BECAUSE CLUB USE IS LIMITED TO BUSINESS PURPOSES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF LAKELAND FLORIDA | ||||||||
| A | 596000354 | 511664AN4 | 2012-09-11 | $31,289,524 | FINANCE/REFINANCE COSTS OF ACQUISTION | 0 | 0 | 0 |
| CITY OF LAKELAND FLORIDA | ||||||||
| B | 596000354 | 511664AP9 | 2012-09-11 | $10,000,000 | REFINANCE COSTS OF ACQUISTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $31,289,524 | $12,650,023 | $398,043 | $18,241,458 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $10,000,000 | $9,902,345 | $99,523 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $15,500 |
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 | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME : CITY OF LAKELAND, FLORIDA (F) DESCRIPTION OF PURPOSE: FINANCE/REFINANCE COSTS OF ACQUISITION, CONSTRUCTION EQUIPPING EDUCATION FACILITIY. SCHEDULE K, PART II, LINE 2A, COLUMNS A AND B A REBATE IS NOT CONSIDERED DUE YET AND THE ISSUE IS WITHIN ITS FIVE YEAR PERIOD PRIOR TO A REBATE BEING REQUIRED. THE COLLEGE WILL DETERMINE IF AN EXCEPTION TO REBATE APPLIES OR IF A REBATE CALCULATION IS REQUIRED WITH THE BOND TRUSTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RODDA CONSTRUCTION | |||
| JOHN RODDA (TRUSTEE) OWNS RODDA CONSTRUCTION | $3,213,769 | CONSTRUCTION SERVICES | 0 |
| LYNN DENNIS | |||
| FAMILY MEMBER OF V. TERRY DENNIS, VP FINANCE & ADMINISTRATION | $69,600 | EMPLOYMENT COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $24 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED AT $1 EACH | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED AT $1 EACH | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,301,144 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS ITEMS | 45 | $4,830 | COST |
| Yes (X) | FURNITURE | 1 | $199 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CLAYTON HOLLIS AND MARJORIE ROBERTS - FAMILY RELATIONSHIP; STEVE BUCK AND SARAH MCKAY - FAMILY RELATIONSHIP; |
| FORM 990, PART VI, SECTION A, LINE 6 | FLORIDA SOUTHERN COLLEGE HAS ONE MEMBER, WHICH IS THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH HAS THE RIGHT TO ELECT UP TO THIRTY-SEVEN TRUSTEES TO THE BOARD. IN ADDITION, ANY CHANGE TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ELECTS UP TO THIRTY-SEVEN TRUSTEES FOR A TERM OF THREE YEARS EACH. TWO POSITIONS ON THE BOARD ARE HELD BY INDIVIDUALS BASED ON THEIR POSITIONS WITH OTHER ORGANIZATIONS. THE BISHOP AND LAY LEADER OF THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ARE MEMBERS OF THE COLLEGE'S BOARD. THE PRESIDENT OF THE COLLEGE'S ALUMNI ASSOCIATION IS A MEMBER OF THE BOARD BASED ON SUCH A POSITION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COLLEGE'S AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. FOLLOWING THEIR REVIEW, A PUBLIC INSPECTION COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO TAKING A POSITION ON THE BOARD, EACH MEMBER MUST SUBMIT IN WRITING TO THE PRESIDENT AND CHAIRMAN OF THE BOARD A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS THAT MAY BECOME CONFLICTS OF INTEREST. EACH WRITTEN STATEMENT IS RESUBMITTED WITH ANY NECESSARY CHANGES EACH YEAR. IN CONJUCTION WITH A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS OF ALL BOARD MEMBERS, AND ANY POTENTIAL CONFLICTS ARE EXPLORED THOROUGHLY. THE AUDIT COMMITTEE ALSO REVIEWS THE CONFLICT OF INTEREST STATEMENTS FILED BY THE PRESIDENT AND THE OFFICERS AND KEY EMPLOYEES OF THE COLLEGE. IF ANY CONFLICTS OF INTEREST EXIST, THE AFFECTED BOARD MEMBER SHALL MAKE KNOWN THE POTENTIAL CONFLICT AND SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROGHT TO A VOTE, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES THAT REVIEWS AND RECOMMENDS THE COMPENSATION PACKAGE FOR THE COLLEGE PRESIDENT. THE RECOMMENDEATION IS VOTED UPON BY THE FULL BOARD. THE COMPENSATION COMMITTEE USES COMPARABILITY DATA TO ENSURE THE COMPENSATION OF THE PRESIDENT IS REASONABLE. THE DECISION OF THE COMMITTEE AND THE BOARD IS DOCUMENTED IN THE MEETING MINUTES. THE PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS AND WAS LAST COMPLETED IN 2013 FOR THE PRESIDENT, DR. ANNE B. KERR. THE COLLEGE PRESIDENT USES COMPARABILITY DATA TO REVIEW AND RECOMMEND COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES. THE SALARIES ARE REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. THE DECISIONS ARE DOCUMENTED BY THE PRESIDENT AND BOARD CHAIRMAN. THE PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS AND WAS LAST COMPLETED IN 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME PURSUANT TO INTERNAL REVENUE CODE SECTION 6104. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 354,859. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFIT PLAN OBLIGATION 86,870. |
| FORM 990, PART XII, LINE 2(C) | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THIS PROCEDURE DID NOT CHANGE THIS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||||||
| 1140 EAST MCDONALD STREET | LAKELAND | FL | 33801 | 590904361 | SUPPORT | FL | 501(C)(3) | LINE 1 | N/A | 0 | |
| FLORIDA UNITED METHODIST FOUNDATION INC | |||||||||||
| PO BOX 3549 | LAKELAND | FL | 33802 | 591148710 | INVESTMENT MANAGEMENT | FL | 501(C)(3) | LINE 11C, III-FI | 0 | FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (10) | ||||||||
| 111 LAKE HOLLINGSWORTH DRIVE | LAKELAND | FL | 33801 | INVESTMENT | FL | N/A | T | 0 |
| POOLED TRUST (3) | ||||||||
| 111 LAKE HOLLINGSWORTH DRIVE | LAKELAND | FL | 33801 | INVESTMENT | FL | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |