STETSON UNIVERSITY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STETSON UNIVERSITY INC (EIN 59-0624416)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201411339349301996
- Schema version
- 2012v2.1
- 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 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) |
|---|---|---|
| Timestamp | 2014-05-13T11:31:55-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624416 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stetson University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STET | NameControl |
| Phone | 3868227015 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N Woodland Blvd No 8278 | AddressLine1 |
| City | DeLand | City |
| State | FL | State |
| ZIP Code | 32723 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F Robert Huth Jr | Name |
| Title | Vice President & CFO | Title |
| Phone | 3868227015 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | F Robert Huth Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N Woodland Blvd No 8278 | AddressLine1 |
| City | DeLand | City |
| State | FL | State |
| ZIP Code | 32723 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 218348976 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stetson.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Stetson Mission: Our mission at Stetson University is to provide an excellent education in a creative community where learning and values meet, and to foster in students the qualities of mind and heart that will prepare them to reach their full potential as informed citizens of local communities and the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2659 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | -412590 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -412590 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14027363 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26650709 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 141802973 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 152065951 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8156025 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11915243 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1600277 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1352644 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 165586638 | TotalRevenuePriorYear |
| Total Revenue Current Year | 191984547 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 47118918 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 55588755 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 65888656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 66280954 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 133600 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 78260 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2395395 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 44039343 | OtherExpensePriorYear |
| Other Expenses Current Year | 46514005 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 157180517 | TotalExpensesPriorYear |
| Total Expenses Current Year | 168461974 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8406121 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23522573 | RevenuesLessExpensesCY |
| Total Assets BOY | 339060082 | TotalAssetsBOY |
| Total Assets EOY | 372000043 | TotalAssetsEOY |
| Total Liabilities BOY | 88725313 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 88239341 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 250334769 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 283760702 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Stetson Mission: Our mission at Stetson University is to provide an excellent education in a creative community where learning and values meet, and to foster in students the qualities of mind and heart that will prepare them to reach their full potential as informed citizens of local communities and the world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 130962716 | Expense |
| Grants | 55588755 | Grants |
| Revenue | 141196028 | Revenue |
| Description | Educational: The University provides high quality educational services to students on four different campuses, serving over 2,500 undergraduate students and over 1,500 graduate and post-baccalaureate students. The University is committed to its strong liberal arts heritage, offering over 60 major and minor programs in various fields of study. The University offers numerous graduate degree programs, along with Juris Doctor, Master of Laws, and Master of Jurisprudence degrees. The undergraduate student to faculty ratio is 12:1; The DeLand campus has 200 full-time faculty members, 93 percent of who hold a Ph.D. or equivalent degrees. The College of Law campus employs 55 professors and is supplemented by over 50 experienced practitioners in specialized areas. Grants and scholarships were provided to students based on talent, academic, and athletic achievement and financial need. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17509681 | Expense |
| Grants | 0 | Grants |
| Revenue | 17563050 | Revenue |
| Description | Auxiliary enterprises: The University auxiliary enterprises are for the convenience and benefit of its students, faculty, and staff. These services include a wide variety of students housing options, including dormitories and apartment-style accommodations. In addition, the university offers full array of dining services, student convenience store, campus bookstore, and print shops. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 148472397 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5556 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2659 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F Robert Huth Jr | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3868227015 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 N Woodland Blvd Unit 8278 | AddressLine1 |
| City | Deland | City |
| State | FL | State |
| ZIP Code | 32723 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Wendy B Libby | |||||||
| President/Trustee | 60.00 | X | X | 419640 | 0 | 108007 | |
| Charles A Wolfe | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Kathleen L Graf | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Maureen Breakiron-Evans | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Cynthia R Brown | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| J Hyatt Brown | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Emerson Brumback | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Nelson Clemmens | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Bonnie Foreman | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Steven Alexander | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Richard C George | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| R Dean Hollis | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Tony Jenkins | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Jill Jinks | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Betty D Johnson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Geoffrey Jollay | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Gerald D Kruhm | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Joseph W Landers Jr | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| L Patrick Lane | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Brenda H Lopez | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Christine E Lynn | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Joshua Magidson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Lee McGraw | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Jane Edmunds Novak | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Harlan Paul | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Luis Prats | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Billy Raley | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Gary D Reddick | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| David B Rinker | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| John D Walda | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Kenneth Ziesenheim | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| S Sammy Cacciatore Jr | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Joe R Cooper | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Elizabeth Paul | |||||||
| Provost | 50.00 | X | 266720 | 0 | 48647 | ||
| Frank R Huth | |||||||
| VP of Business Affairs/CFO | 50.00 | X | 228330 | 0 | 43767 | ||
| Joel Bauman | |||||||
| VP Enrollment Management | 50.00 | X | 166410 | 0 | 32579 | ||
| Greg Carroll | |||||||
| VP for Marketing | 50.00 | X | 157414 | 0 | 33675 | ||
| Carol Julian | |||||||
| VP for University Relations | 50.00 | X | 139750 | 0 | 22370 | ||
| Christopher Kandus-Fisher | |||||||
| VP of Student Affairs | 50.00 | X | 102537 | 0 | 26328 | ||
| John Cooper | |||||||
| Professor of Law | 40.00 | 289973 | 0 | 28059 | X | ||
| Peter F Lake | |||||||
| Professor of Law | 40.00 | 272697 | 0 | 36197 | X | ||
| Rebecca Morgan | |||||||
| Professor of Law | 40.00 | 248158 | 0 | 39734 | X | ||
| Ellen Podgor | |||||||
| Professor of Law | 40.00 | 241336 | 0 | 34041 | X | ||
| Robert Bickel | |||||||
| Professor of Law | 40.00 | 230387 | 0 | 31028 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2763352 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 484432 | TotalOtherCompensation |
| Number Individuals GT100 K | 93 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Bace ConstructionInc | |||||
| 1623 Alligator Road | DeLand | FL | 32724 | Construction | 4884690 |
| Sodexo Inc and Affiliates | |||||
| 4001 West Tampa Bay Blvd | Tampa | FL | 33614 | Food Service | 4317731 |
| Strategic Facilities Development | |||||
| 401 Kentucky Blue Circle | Apopka | FL | 32712 | Construction | 1541616 |
| The Collage Companies | |||||
| 585 Technology Park | Lake Mary | FL | 32746 | Construction | 1110556 |
| Commercial Design Services Inc | |||||
| 640 Douglas Avenue Suite 1514 | Altamonte Springs | FL | 32714 | Office Design | 369169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 31 | NumberOfContractorsGT100K |
| Fundraising Events | 9371 | FundraisingEvents |
| Government Grants | 1385329 | GovernmentGrants |
| All Other Contributions | 25256009 | AllOtherContributions |
| Noncash Contributions | 581215 | NoncashContributions |
| Total Contributions | 26650709 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & Fees | 611710 | 131977169 | 131977169 |
| Residential Room Charge | 611710 | 9016900 | 9016900 |
| Food Service | 611710 | 6524180 | 6524180 |
| Sales of Education Services | 611710 | 3249923 | 3249923 |
| Student Programs & Activities Ser | 611710 | 730891 | 730891 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 566888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 566888 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 152065951 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6260906 | TotalRevenueColumn |
| Exclusion | $6,260,906 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9327 | TotalRevenueColumn |
| Exclusion | $9,327 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1919885 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1605605 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 314280 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 314280 | TotalRevenueColumn |
| Unrelated Business Revenue | -394219 | UnrelatedBusinessRevenue |
| Exclusion | $708,499 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30386977 | Securities |
| Other | 7696 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24687106 | Securities |
| Other | 53230 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5699871 | Securities |
| Other | -45534 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5654337 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5654337 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 27106 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9371 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18488 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8618 | TotalRevenueColumn |
| Exclusion | $8,618 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Bookstore | 611710 | 280364 | 280364 |
| Parking Fees & Fines | 611710 | 174527 | 174527 |
| Sponsorships | 611710 | 141204 | 141204 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424324 | TotalRevenueColumn |
| Related Or Exempt Function Income | 442695 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -18371 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1020419 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 191984547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 158759078 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -412590 | UnrelatedBusinessRevenue |
| Exclusion | $6,987,350 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55588755 | Total |
| Program Services | 55588755 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1913171 | Total |
| Program Services | 563761 | ProgramServices |
| Management And General | 1148290 | ManagementAndGeneral |
| Fundraising | 201120 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51185528 | Total |
| Program Services | 43354741 | ProgramServices |
| Management And General | 6771185 | ManagementAndGeneral |
| Fundraising | 1059602 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4497670 | Total |
| Program Services | 3720071 | ProgramServices |
| Management And General | 670811 | ManagementAndGeneral |
| Fundraising | 106788 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5239914 | Total |
| Program Services | 4333989 | ProgramServices |
| Management And General | 781514 | ManagementAndGeneral |
| Fundraising | 124411 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3444671 | Total |
| Program Services | 2849124 | ProgramServices |
| Management And General | 513760 | ManagementAndGeneral |
| Fundraising | 81787 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228269 | Total |
| Management And General | 228269 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149164 | Total |
| Management And General | 149164 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193628 | Total |
| Management And General | 193628 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78260 | Total |
| Fundraising | 78260 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823286 | Total |
| Management And General | 823286 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3515454 | Total |
| Program Services | 2947497 | ProgramServices |
| Management And General | 542221 | ManagementAndGeneral |
| Fundraising | 25736 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659028 | Total |
| Program Services | 220869 | ProgramServices |
| Management And General | 416346 | ManagementAndGeneral |
| Fundraising | 21813 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4071924 | Total |
| Program Services | 2812130 | ProgramServices |
| Management And General | 997333 | ManagementAndGeneral |
| Fundraising | 262461 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2711142 | Total |
| Program Services | 1830027 | ProgramServices |
| Management And General | 874906 | ManagementAndGeneral |
| Fundraising | 6209 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42960 | Total |
| Program Services | 42960 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7281689 | Total |
| Program Services | 6675967 | ProgramServices |
| Management And General | 570773 | ManagementAndGeneral |
| Fundraising | 34949 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3408610 | Total |
| Program Services | 3166287 | ProgramServices |
| Management And General | 160173 | ManagementAndGeneral |
| Fundraising | 82150 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746625 | Total |
| Program Services | 657966 | ProgramServices |
| Management And General | 82088 | ManagementAndGeneral |
| Fundraising | 6571 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2104192 | Total |
| Program Services | 1973959 | ProgramServices |
| Management And General | 114781 | ManagementAndGeneral |
| Fundraising | 15452 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8219202 | Total |
| Program Services | 7502294 | ProgramServices |
| Management And General | 671695 | ManagementAndGeneral |
| Fundraising | 45213 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679298 | Total |
| Program Services | 688292 | ProgramServices |
| Management And General | 990635 | ManagementAndGeneral |
| Fundraising | 371 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Meals/Food Service | 6683589 | 6451488 | 135341 | 96760 |
| Subscriptions | 602815 | 576705 | 15421 | 10689 |
| Loss on Disposal of Cap | 492981 | 459101 | 28824 | 5056 |
| Membership & Dues | 389988 | 254302 | 129722 | 5964 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2510161 | Total |
| Program Services | 1802112 | ProgramServices |
| Management And General | 584016 | ManagementAndGeneral |
| Fundraising | 124033 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168461974 | Total |
| Program Services | 148472397 | ProgramServices |
| Management And General | 17594182 | ManagementAndGeneral |
| Fundraising | 2395395 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675512 | BOY |
| EOY | 792234 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33866844 | BOY |
| EOY | 21472401 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10593209 | BOY |
| EOY | 21515635 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2195187 | BOY |
| EOY | 2499246 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6012115 | BOY |
| EOY | 5507482 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333010 | BOY |
| EOY | 260296 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2273044 | BOY |
| EOY | 2342872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 241848579 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 104213204 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135041128 | BOY |
| EOY | 137635375 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134215690 | BOY |
| EOY | 165097571 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13854343 | BOY |
| EOY | 14876931 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339060082 | BOY |
| EOY | 372000043 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11092879 | BOY |
| EOY | 11847848 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2724266 | BOY |
| EOY | 3291828 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54982469 | BOY |
| EOY | 52773893 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554053 | BOY |
| EOY | 3767684 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19371646 | BOY |
| EOY | 16558088 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88725313 | BOY |
| EOY | 88239341 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118774454 | BOY |
| EOY | 128950260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30182122 | BOY |
| EOY | 36782981 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101378193 | BOY |
| EOY | 118027461 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250334769 | BOY |
| EOY | 283760702 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339060082 | BOY |
| EOY | 372000043 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 23522573 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9237634 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -64 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 665790 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 3174930 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 150756818 | BeginningOfYearBalance |
| Contributions | 21313141 | Contributions |
| Investment Earnings Or Losses | 20733969 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2464079 | GrantsOrScholarships |
| Other Expenditures | 3402800 | OtherExpenditures |
| Administrative Expenses | 809654 | AdministrativeExpenses |
| End Of Year Balance | 186127395 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147734624 | BeginningOfYearBalance |
| Contributions | 5804081 | Contributions |
| Investment Earnings Or Losses | 3109254 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2044587 | GrantsOrScholarships |
| Other Expenditures | 3352974 | OtherExpenditures |
| Administrative Expenses | 493580 | AdministrativeExpenses |
| End Of Year Balance | 150756818 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124861138 | BeginningOfYearBalance |
| Contributions | 4050767 | Contributions |
| Investment Earnings Or Losses | 24654567 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2121012 | GrantsOrScholarships |
| Other Expenditures | 3447411 | OtherExpenditures |
| Administrative Expenses | 263425 | AdministrativeExpenses |
| End Of Year Balance | 147734624 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 111435523 | BeginningOfYearBalance |
| Contributions | 5905859 | Contributions |
| Investment Earnings Or Losses | 13314959 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2466227 | GrantsOrScholarships |
| Other Expenditures | 3157596 | OtherExpenditures |
| Administrative Expenses | 171380 | AdministrativeExpenses |
| End Of Year Balance | 124861138 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 127046491 | BeginningOfYearBalance |
| Contributions | 3455908 | Contributions |
| Investment Earnings Or Losses | -12778281 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2376488 | GrantsOrScholarships |
| Other Expenditures | 3694638 | OtherExpenditures |
| Administrative Expenses | 217469 | AdministrativeExpenses |
| End Of Year Balance | 111435523 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1146962 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8103823 | OtherCostOrOtherBasis |
| Book Value | 9250785 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178756532 | OtherCostOrOtherBasis |
| Depreciation | 68134339 | Depreciation |
| Book Value | 110622193 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23836416 | OtherCostOrOtherBasis |
| Depreciation | 16297089 | Depreciation |
| Book Value | 7539327 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30004846 | OtherCostOrOtherBasis |
| Depreciation | 19781776 | Depreciation |
| Book Value | 10223070 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 137635375 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Postretirement benefits | $8,265,422 |
| Refundable government loan funds | $4,940,443 |
| Annuities payable | $2,722,323 |
| Unamortized bond premium | $466,315 |
| Deposits/Funds held for others | $163,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16558088 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 146777743 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9237634 | NetUnrealizedGainsInvestments |
| Other Revenues | -55289980 | OtherRevenues |
| Revenue Not Rptd F990 | -46052346 | RevenueNotRptdF990 |
| Revenue Subtotal | 192830089 | RevenueSubtotal |
| Investment Expenses Not Included | 823286 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1668828 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -845542 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 191984547 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 113645304 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1668828 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1668828 | ExpensesNotRptdF990 |
| Expenses Subtotal | 111976476 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 823286 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 55662212 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 56485498 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 168461974 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | The majority of the University art collection includes a significant body of work from the renowned German painter, Oscar Bluemner. This portion of the collection was valued at $2,621,000 at the time it was gifted to the university in 2000. Additional works from various artists, including several paintings and sculpture, have been gifted to the University's collections over the years. These works, along with the art contributed by Stetson students, are currently housed in the Hand Art Center, where both the Stetson community and the public may study and enjoy them. The Gillespie Museum of Minerals is Stetson University's earth science collection museum. The museum's collection of 20,000 mineral, rock, and fossil specimens is valued at $402,431. The museum has developed over the past fifty years into a center for environmental education. Exhibits and Displays include geology, native Florida ecosystems and plant landscapes, minerals and mining, and fluorescent rocks. | |
| Part V, Line 4: | The University endowment funds are used primarily for the benefit of students, faculty support, program support and facilities. The majority of endowment funds go to support student scholarships, including awards for merit, athletic participation and financial need. Endowment funds support several faculty chair positions, as well as general faculty salaries and benefits. Several university programs, such as the George investment program and the Hollis renaissance program are fully supported by endowments. Additionally, the endowment provides facilities maintenance and support for existing institutional buildings and dormitories. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | Schedule D, Part X, Line 2: Income taxes: The University is exempt from federal income taxation as defined by Section 501(c)(3) of the Internal Revenue Code and is generally exempt from state income taxes under the provisions of the Florida Nonprofit Corporation Act. Therefore, no provision for income taxes has been reflected in the accompanying consolidated financial statements. Management evaluated the University's tax positions and concluded that the College had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the Income Taxes Topic of the Financial Accounting Standards Board (FASB) Accounting Standards Codification (FASB ASC). With few exceptions, the University is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for years before 2010. | Description of Uncertain Tax Positions Under FIN 48: |
| Scholarships -55,588,755. Change in Actuarial Value of Annunities 372,232. Loss on Disposal of FA -73,457. | Part XI, Line 2d - Other Adjustments: | |
| Expenses reported on Part VIII-Rental -1,038,352. Expenses reported on Part VIII-UBI Catering -567,253. Expenses reported on Part VIII-Exclusive Prov Expenses -44,735. Expenses reported on Part VIII-Fundraising Exp -18,488. | Part XI, Line 4b - Other Adjustments: | |
| Expenses reported on Part VIII-Rental 1,038,352. Expenses reported on Part VIII-UBI Catering 567,253. Expenses reported on Part VIII-Exclusive Prov Expenses 44,735. Expenses reported on Part VIII-Fundraising Expenses 18,488. | Part XII, Line 2d - Other Adjustments: | |
| Scholarships 55,588,755. Loss on Disposal of FA 73,457. | Part XII, Line 4b - Other Adjustments: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The University bulletin is made available to all prospective students via the University's website. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Stetson University participates in numerous federal and state programs listed in Stetson single audit report under OMB Circular A-133 and the Single Audit Act of the state of Florida. Federal Programs are as Follows: US Department of Education US Department of Justice US Department of Health and Human Services National Science Foundation Corporation for National & Community Service State Programs are as follows: Florida Department of Education Department of Highway Safety and Motor Vehicles |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (15 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program Servies | Furniture | 208565 |
| East Asia and the pacific | 0 | 0 | Program Services | Recruiting | 1749 |
| North America | 0 | 0 | Program Servies | Recruiting | 1862 |
| Europe | 0 | 0 | Program Servies | Services | 4658 |
| South America | 0 | 0 | Program Servies | Study Abroad - Argentina | 21789 |
| Central America and the Caribbean | 0 | 0 | Program Service | Study Abroad - Cayman Islands | 11644 |
| Europe | 0 | 0 | Program Service | Study Abroad - Czech Republic | 45779 |
| Europe. | 0 | 0 | Program Service | Study Abroad - France | 13969 |
| Europe.. | 0 | 0 | Program Service | Study Abroad - Germany | 38448 |
| East Asia and the Pacific | 0 | 0 | Program Service | Study Abroad - Hong Kong | 21425 |
| Europe | 0 | 0 | Program Service | Study Abroad - Netherlands | 54571 |
| Russia and Neighboring States | 0 | 0 | Program Service | Study Abroad - Russia | 9195 |
| Europe | 0 | 0 | Program Service | Study Abroad - Scotland | 60361 |
| Europe | 0 | 1 | Program Service | Study Abroad - Spain | 38402 |
| Europe. | 0 | 0 | Program Service | Study Abroad - United Kingdom | 334042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 1 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 310015 | SubtotalAmountSpent |
| Cont Amount Spent | 556444 | ContAmountSpent |
| Total Amount Spent | 866459 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Marts & Lundy | ||||||||
| 1200 Wall Street West | Lyndhurst | NJ | 07071 | Consulting | 0 | 0 | 78260 | 0 |
| RuffaloCODY LLC | ||||||||
| 65 Kirkwood North Road SW | Cedar Rapids | IA | 524063018 | Telephone Appeal | 0 | 0 | 9745 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 88005 | TotalRetainedByContractors |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | WY | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NM | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament 1 | NameOfEvent1 |
| Gross Receipts Event1 | 23812 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9371 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14441 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 482 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1100 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6842 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament 2 | NameOfEvent2 |
| Gross Receipts Event2 | 7955 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7955 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 563 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 3726 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 296 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 453 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 656 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 4710 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 4710 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2664 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 1664 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 42 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 36477 | GrossReceiptsTotal |
| Charitable Contributions Total | 9371 | CharitableContributionsTotal |
| Gross Revenue Total Events | 27106 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1045 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7490 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8802 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 453 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 698 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18488 | DirectExpenseSummaryEvents |
| Net Income Summary | 8618 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarship for talent, academic merit, athletic participation, and financial need. | TypeOfGrant |
| Number Of Recipients | 3208 | NumberOfRecipients |
| Amount Of Cash Grant | 55588755 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Stetson University ensures that scholarships are used for their intended purpose by applying the award amount directly toward the recipient's student account charges. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wendy B Libby | ||||||||||||||
| President/Trustee | 384150 | 0 | 11700 | 0 | 23790 | 0 | 75000 | 0 | 33007 | 0 | 527647 | 0 | 0 | 0 |
| Elizabeth Paul | ||||||||||||||
| Provost | 266720 | 0 | 0 | 0 | 0 | 0 | 25000 | 0 | 23647 | 0 | 315367 | 0 | 0 | 0 |
| Frank R Huth | ||||||||||||||
| VP of Business Affairs/CFO | 228330 | 0 | 0 | 0 | 0 | 0 | 23725 | 0 | 20042 | 0 | 272097 | 0 | 0 | 0 |
| Joel Bauman | ||||||||||||||
| VP Enrollment Management | 166410 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 15429 | 0 | 198989 | 0 | 0 | 0 |
| Greg Carroll | ||||||||||||||
| VP for Marketing | 157414 | 0 | 0 | 0 | 0 | 0 | 16637 | 0 | 17038 | 0 | 191089 | 0 | 0 | 0 |
| Carol Julian | ||||||||||||||
| VP for University Relations | 139750 | 0 | 0 | 0 | 0 | 0 | 13882 | 0 | 8488 | 0 | 162120 | 0 | 0 | 0 |
| John Cooper | ||||||||||||||
| Professor of Law | 289973 | 0 | 0 | 0 | 0 | 0 | 24819 | 0 | 3240 | 0 | 318032 | 0 | 0 | 0 |
| Peter F Lake | ||||||||||||||
| Professor of Law | 272697 | 0 | 0 | 0 | 0 | 0 | 19751 | 0 | 16446 | 0 | 308894 | 0 | 0 | 0 |
| Rebecca Morgan | ||||||||||||||
| Professor of Law | 248158 | 0 | 0 | 0 | 0 | 0 | 21590 | 0 | 18144 | 0 | 287892 | 0 | 0 | 0 |
| Ellen Podgor | ||||||||||||||
| Professor of Law | 241336 | 0 | 0 | 0 | 0 | 0 | 20520 | 0 | 13521 | 0 | 275377 | 0 | 0 | 0 |
| Robert Bickel | ||||||||||||||
| Professor of Law | 230387 | 0 | 0 | 0 | 0 | 0 | 22917 | 0 | 8111 | 0 | 261415 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The President's spouse accompanies her on business related travel when his presence is expected and necessary for the event. Travel expenses for spousal or companion travel are not reimbursed under the current University policy, except in very limited cases where the president's spouse is required or is expected to attend the function. The President is provided a residence on campus. Along with providing housing for the President and her spouse, the residence is also used for various university events and functions hosted by the president. Staff employed by the University provides housekeeping services at the president's residence. Catering services are also provided for University functions and events held at the President's residence for University purpose. |
| Part I, Line 4b | The University contributes to a supplemental nonqualified retirement plan under IRC Section 457(f) for the benefit of Wendy Libby, President. The amount contributed by the University for calendar year 2011 of $50,000 is included on Schedule J, Part II, Column (C). Amounts contributed are unfunded and subject to a substantial risk of forfeiture pursuant to the years of service requirement under this plan. |
| Part I, Line 6 | In meeting targets for undergraduate enrollment, first year to second year retention, and the net income ratio. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Volusia County Educational Facilities Authority | ||||||||
| A | 800000613 | 928836HA6 | 2005-05-26 | 22705092 | 2005 Revenue Bonds-Refunded Series 1996A | 0 | 0 | 0 |
| Volusia County Educational Facilities Authority | ||||||||
| B | 800000613 | NoneAvail | 2010-12-03 | 30000000 | 2010 Revenue Bonds-Refunded Series 1996B & 1999 and Additional $5,600,000 | 0 | 0 | 0 |
| Volusia County Educational Facilities Authority | ||||||||
| C | 800000613 | NoneAvail | 2011-12-16 | 10000000 | 2011 Revenue Bonds-Refunded Outstanding Everbank Note and Add't $6,600,385 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 5630000 | 22705092 | 743428 | 21961664 | 2005 | 0 | 1 | 1 | 1 | |||
| B | 2620000 | 30000000 | 145450 | 24340000 | 2011 | 0 | 1 | 1 | 1 | 22606 | 5514550 | |
| C | 571107 | 10003573 | 113674 | 3285942 | 2012 | 1 | 0 | 0 | 1 | 69624 | 6068719 | 535238 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K Part IV, Arbitrage, Line 2c | Identifier |
| Return Reference | Date Rebate Computation Performed | ReturnReference |
| Explanation | Issuer Name: Volusia County Educational Facilities Authority Date the Rebate Computation was Performed: 05/26/2010 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| J Hyatt Brown | |||
| Trustee | 1856804 | Insurance Services provided by Trustee's corporation. | 0 |
| Cynthia R Brown | |||
| Trustee | 0 | Insurance Services Provided by Trustee's corporation. | 0 |
| Steven Alexander | |||
| Trustee | 21000 | Financial Consulting Services as an employee of the corporation he is employed at. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10105 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 470875 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 76792 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Gift in Kind | 17 | 8022 | Fair Market Value |
| X | Volunteer Expenses | 43 | 14721 | Actual Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | The following Board member(s) has a family relationship during fiscal year 2012-2013. J.Hyatt Brown and Cynthia R. Brown (husband and wife) | |
| Form 990, Part VI, Section A, line 7a | The President of Stetson Alumni Association is automatically a member of the full board of trustees for the period of his/her term as president. | |
| Form 990, Part VI, Section B, line 11 | The University provides a draft copy of the Form 990 to the individual members of the Board of Trustees for review, prior to the May meeting. At the meeting, the audit committee of the Board formally reviews and discusses the return, and members are given the opportunity to request or provide additional information. Upon Board review, the final 990 is filed with the Internal Revenue Service. | |
| Form 990, Part VI, Section B, line 12c | The University's Conflict of Interest Policy is included in the articles of incorporation and the University's bylaws. Annually, the Board of Trustees members must complete a conflict of interest disclosure statement. The audit committee of the board reviews the information from these forms for possible conflict issues. The audit committee is responsible for enforcement and disclosure of issues, and any required action. Board members are required to recuse themselves from voting on any matter in which a conflict of interest exists. The conflict of interest policy that pertains to officers and any other employee of the University is included in the University's personnel policies manual. | |
| Form 990, Part VI, Section B, line 15 | The compensation of the president of the University is reviewed annually by the presidential development and compensation committee of the Board of Trustees for appropriateness. Any increase or adjustment to the annual compensation must be approved by the Board. The University uses comparative data from CUPA, NACUBO, and other survey and database resources to determine salary ranges and increases for officers and other key employees. Their salary must be approved by the president and documented in their permanent employee records. The senior officers' compensation adjustments are reviewed and approved by the executive committee and full board. | |
| Form 990, Part VI, Section C, line 19 | Copies of the University's governing documents, conflict of interest policy, and financial statements are available to the public upon a formal request to the Vice-President of Business and CFO. Electronic versions of the financial statements are available on the University's website. | |
| Form 990, Part XI, line 9: | Change in Value of Related Entity - Dana 293,558. Change in Actuarial Value of Annuites (20a) 372,232. | Changes in Net Assets or Fund Balances: |
| There was no change in the audit committee oversight process during the year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Dana Law Center Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 61st Street South | AddressLine1 |
| City | Gulfport | City |
| State | FL | State |
| ZIP Code | 337073299 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596135559 | EIN |
| Primary Activities | Contributions - Stetson University College of Law | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 5 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stetson University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Dana Law Center Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 97637 | AmountInvolved |
| Method Of Amt Determination | All Allocated Interest & Dividend | MethodOfAmtDetermination |