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UNIVERSITY OF FLORIDA INVESTMENT CORPORATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF FLORIDA INVESTMENT CORPORATION (EIN 20-1226494)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-03-04
IRS object ID
201430639349300723
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-03-04T14:20:29-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN593204548EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES MOORE & CO PLBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15931 NW 1ST PLACEAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code326072063ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201226494EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDA INVESTMENT CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone3523921693Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameOFFICERName
TitleCOO, VICE PRESIDENTTitle
Phone3523921693Phone
Date Signed2014-02-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKEN KURDZIELName
PTINP00060407PTIN
Phone3523781331Phone
Date Prepared2014-02-20DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonEDWARD KELLYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2537022GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.UFICO.UFL.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2249638ProgramServiceRevenuePriorYear
Program Service Revenue CY2535043ProgramServiceRevenueCY
Investment Income Prior Year2691InvestmentIncomePriorYear
Investment Income Current Year1979InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2252329TotalRevenuePriorYear
Total Revenue Current Year2537022TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1655943SalariesEtcPriorYear
Salaries Etc Current Year2094036SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year594187OtherExpensePriorYear
Other Expenses Current Year470460OtherExpensesCurrentYear
Total Expenses Prior Year2250130TotalExpensesPriorYear
Total Expenses Current Year2564496TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2199RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-27474RevenuesLessExpensesCY
Total Assets BOY1838781TotalAssetsBOY
Total Assets EOY1707360TotalAssetsEOY
Total Liabilities BOY1275393TotalLiabilitiesBOY
Total Liabilities EOY1171446TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY563388NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY535914NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2142651Expense
Revenue2535043Revenue
DescriptionTHE ORGANIZATION PROVIDED INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO THE UNIVERSITY OF FLORIDA AND EIGHT OTHER DIRECT SUPPORT ORGANIZATIONS OF THE UNIVERSITY OF FLORIDA. DURING THE YEAR, THE ORGANIZATION MANAGED ASSETS OF APPROXIMATELY $2,200,929,010 FOR THESE ORGANIZATIONS.Description
Total Program Service Expense2142651TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JIMMY HUMPHRIESBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3522731479TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
S ANDREW BANKS
CHAIRMAN1.00X000
DAVID T BROWN
BOARD MEMBER1.00X021351929024
TROY DAVIS
BOARD MEMBER1.00X000
MATT FAJACK
BOARD MEMBER1.00X026179035747
ROBERT GIDEL
BOARD MEMBER1.00X000
THOMAS J MITCHELL
BOARD MEMBER1.00X044196632882
EARL POWELL
BOARD MEMBER1.00X000
ALEX SMITH
BOARD MEMBER1.00X000
REBECCA PATTERSON
BOARD MEMBER1.00X000
WILLIAM ROBINSON
BOARD MEMBER1.00X077142231992
ERIC MANDELBLATT
BOARD MEMBER1.00X000
WINFRED PHILLIPS
BOARD MEMBER1.00X040135531779
DOUG FREE
BOARD MEMBER1.00X000
PETER LANDAUER
EXECUTIVE VICE PRESIDENT40.00284946062328X
EDWARD KELLY
COO, VICE PRESIDENT40.00222862038039X
DOUGLAS WYNKOOP
CIO, PRESIDENT40.00274763088919X
RAKESH DAHIYA
HIGHEST COMPENSATED EMPLOY40.00196941061698X
FieldValueIRS element (for citing)
Total Reportable Comp From Org979512TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2090052TotalReportableCompFrmRltdOrgs
Total Other Compensation412408TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMANAGEMENT FEESDescription
Business Code541900BusinessCode
Total Revenue Column2535043TotalRevenueColumn
Related Or Exempt Function Income2535043RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue2535043TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1979TotalRevenueColumn
Exclusion$1,979ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2537022TotalRevenueColumn
Related Or Exempt Function Income2535043RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,979ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total908807Total
Program Services758783ProgramServices
Management And General150024ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total816167Total
Program Services734550ProgramServices
Management And General81617ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total296999Total
Program Services267299ProgramServices
Management And General29700ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total72063Total
Program Services64857ProgramServices
Management And General7206ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total27648Total
Management And General27648ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20100Total
Management And General20100ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total40742Total
Program Services40742ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total225Total
Program Services225ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total16859Total
Program Services15173ProgramServices
Management And General1686ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total927Total
Program Services927ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total157582Total
Program Services141824ProgramServices
Management And General15758ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total110871Total
Program Services110871ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total7400Total
Program Services7400ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total32366Total
Management And General32366ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total20084Total
Management And General20084ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
MISC OPERATING EXPENSE2989529895
MEMBERSHIPS & DUES27362736
MEALS & ENTERTAINMENT15171517
SUBSCRIPTIONS12081208

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total300Total
Management And General300ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2564496Total
Program Services2142651ProgramServices
Management And General421845ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1172077BOY
EOY991787EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY49932BOY
EOY35141EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY13577BOY
EOY13577EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis278231LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec236616LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY70385BOY
EOY41615EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY532810BOY
EOY625240EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1838781BOY
EOY1707360EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY742583BOY
EOY546206EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY532810BOY
EOY625240EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1275393BOY
EOY1171446EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY563388BOY
EOY535914EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY563388BOY
EOY535914EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1838781BOY
EOY1707360EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-27474ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDABusinessNameLine1
FieldValueIRS element (for citing)
EIN596002052EIN
Type Of Organization2TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis54247OtherCostOrOtherBasis
Depreciation41503Depreciation
Book Value12744BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis135237OtherCostOrOtherBasis
Depreciation106366Depreciation
Book Value28871BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis88747OtherCostOrOtherBasis
Depreciation88747Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings41615TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
EMPLOYEE RETIRMENT PLAN ASSETS152975
MANAGEMENT FEE RECEIVABLE472265
FieldValueIRS element (for citing)
Total Book Value Other Assets625240TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION$472,265
DEFERRED COMPENSATION - 457(B) PLAN$152,975
FieldValueIRS element (for citing)
Total Of Amounts625240TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt2537022TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal2537022RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902537022TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2564496TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2564496ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902564496TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationUFICO HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF UFICO.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID T BROWN
BOARD MEMBER016351905000000011354017670024254300
MATT FAJACK
BOARD MEMBER024991200011878016784018963029753700
THOMAS J MITCHELL
BOARD MEMBER0323668075000043298015673017209047484800
WILLIAM ROBINSON
BOARD MEMBER04942000133900014332204357027635080341400
WINFRED PHILLIPS
BOARD MEMBER03811470002020802345108328043313400
PETER LANDAUER
EXECUTIVE VICE PRESIDENT1761480108798000255290367990347274000
EDWARD KELLY
COO, VICE PRESIDENT177862045000000232220148170260901000
DOUGLAS WYNKOOP
CIO, PRESIDENT249763025000000255290633900363682000
RAKESH DAHIYA
HIGHEST COMPENSATED EMPLOY179441017500000205210411770258639000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 7ReturnReference
ExplanationTHE ORGANIZATION HAS A DEFERRED COMPENSATION BONUS PLAN WHICH COVERS CERTAIN EMPLOYEES. UNDER THIS PLAN, A DEFERRED BONUS IS PAID WHICH INCLUDES A DISCRETIONARY COMPONENT.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S CHIEF OPERATING OFFICER AND CONTROLLER WILL REVIEW THE FORM 990. ADDITIONALLY, THE AUDIT COMMITTEE OF THE ORGANIZATION WILL RECEIVE, REVIEW AND APPROVE THE FORM 990 AT A MEETING OF THE AUDIT COMMITTEE. THE FORM 990 IS PRESENTED TO THE ENTIRE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES DISCLOSE QUARTERLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. ALL BOARD MEMBERS DISCLOSE ANNUALLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. THE CHIEF OPERATING OFFICER REVIEWS THESE STATEMENTS AND ADDRESSES THEM APPROPRIATELY. THE CHIEF OPERATING OFFICER REPORTS ANY POTENTIAL CONFLICTS OF INTEREST TO THE CONTROLLER AND CONTROLLER ADDRESSES THEM APPROPRIATELY.
FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVES SALARIES FOR ALL EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE UNLESS THEY WERE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (SUCH AS FORM 1023 OR 1024). WE DO NOT MAKE OUR GOVERNING DOCUMENTS, POLICIES, OR FINANCIAL STATEMENTS DIRECTLY AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 2C:THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UFICO LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesGENERAL PARTNER/MANAGING PARTNERPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
UNIVERSITY OF FLORIDA
24 TIGERT HALLGAINESVILLEFL32611596002052UNIVERSITYFL115N/A0
UNIVERSITY OF FLORIDA FOUNDATION INC
PO BOX 14425GAINESVILLEFL32604590974739FUNDRAISINGFL501(C)(3)0LINE 7UNIVERSITY OF FLORIDA
UNIVERSITY ATHLETIC ASSOCIATION INC
PO BOX 14485GAINESVILLEFL32604596002050COLLEGIATE ATHLETIC ASSOCIATIONFL501(C)(3)0LINE 5UNIVERSITY OF FLORIDA
SHANDS TEACHING HOSPITAL AND CLINICS INC
PO BOX 100362GAINESVILLEFL32610591493502HOSPITALFL501(C)(3)0LINE 3UNIVERSITY OF FLORIDA
SHANDS HOSPITAL AUXILIARY INC
PO BOX 100336GAINESVILLEFL32610593551267HOSPITAL SUPPORTFL501(C)(3)0LINE 11A, ISOUTHEASTERN HEALTHCARE FOUNDATION
UNIVERSITY OF FLORIDA COLLEGE OF NURSING FACULTY PRACTICE ASSOCIATION INC
PO BOX 100197GAINESVILLEFL32610593513811EDUCATIONAL SUPPORTFL501(C)(3)0LINE 11A, IUNIVERSITY OF FLORIDA
FLORIDA PROTON THERAPY INSTITUTE INC
2015 JEFFERSON STREETJACKSONVILLEFL32206010554709CANCER TREATMENT AND RESEARCHFL501(C)(3)0LINE 9UNIVERSITY OF FLORIDA
UNIVERSITY OF FLORIDA RESEARCH FOUNDATION INC
PO BOX 115500GAINESVILLEFL32611592729133RESEARCH/DEVELOPMENTFL501(C)(3)0LINE 11A, IUNIVERSITY OF FLORIDA
CITRUS RESEARCH AND DEVELOPMENT FOUNDATION INC
700 EXPERIMENT STATION ROADLAKE ALFREDFL33850264825142RESEARCHFL501(C)(3)0LINE 11D, III-OUNIVERSITY OF FLORIDA

Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
FLORIDA PRIVATE INVESTMENTS FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270277240INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA LONG TERM POOL FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270277090INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA SHORT-TERM FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270276790INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA GLOBAL EQUITY FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270276884INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA GLOBAL FIXED INCOME FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277004INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA HEDGED STRATEGIES FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277727INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA OPPORTUNISTIC FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277160INVESTMENT FUNDSDEUFICO LLCRELATED01
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDABusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeLTransactionType
Amount Involved269167AmountInvolved
Method Of Amt DeterminationFAIR MARKET VALUEMethodOfAmtDetermination