2014-11-13T16:25:43-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2013-07-01 320367342 UWF BUSINESS ENTERPRISES INC UWFB 8504742210 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 DR JAMES BARNETT INTERIM CEO 8504742210 2014-11-12 1 AMY CHAPMAN P00843460 4078021200 2014-11-12 2013 2015-11-30 17:44:51Z DR JAMES BARNETT 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 4600266 0 X UWF.EDU/BEI X 2011 FL ASSIST THE UNIVERSITY OF WEST FLORIDA IN EXPANDING ITS EXISTING SERVICES AND FACILITIES AND DEVELOP NEW SERVICES AND FACILITIES TO SUPPORT THE CAMPUS COMMUNITY AND ENHANCE CURRENT AUXILIARIES AND BUINESSES TO INCREASE ALTERNATE SOURCES OF REVENUE FOR THE UNIVERSITY. 6 4 26 7 837907 -334657 0 5554 1989559 4145163 43727 0 204201 376514 2237487 4527231 0 0 0 0 537166 473618 0 0 0 2240463 3273876 2777629 3747494 -540142 779737 3890325 4781569 4211653 4323160 -321328 458409 X ASSIST THE UNIVERSITY OF WEST FLORIDA IN EXPANDING ITS EXISTING SERVICES AND FACILITIES AND DEVELOP NEW SERVICES AND FACILITIES TO SUPPORT THE CAMPUS COMMUNITY AND ENHANCE CURRENT AUXILIARIES AND BUSINESSES TO INCREASE ALTERNATE SOURCES OF REVENUE. 1 0 3578734 3673056 MANAGEMENT OF THE UNIVERSITY OF WEST FLORIDA'S FOOD SERVICE PROVIDER CONTRACT FOR ALL RETAIL AND CATERING FOOD SERVICES AT THE MAIN CAMPUS, SCENIC HILLS COUNTRY CLUB AND CONCESSION SERVICE AT ATHLETIC, RECREATIONAL AND SPECIAL EVENTS AT THE MAIN CAMPUS, MANAGEMENT OF THE BOOKSTORE SERVICES CONTRACT FOR THE UNIVERSITY, MANAGEMENT OF PARKING AND TRANSPORTATION SERVICES FOR THE UNIVERSITY, AND THE OPERATION OF SCENIC HILLS COUNTRY CLUB. THE UNIVERSITY SERVES A STUDENT POPULATION OF MORE THAN 12,000. 3578734 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 X 6 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANGELA WALLACE 8504742210 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 KC CLARK CHAIRPERSON 1.00 X X 0 0 0 JAY PATEL VICE CHAIRPERSON 1.00 X X 0 0 0 DR JOHN R TODOROVICH TREASURER 1.00 39.00 X X 0 88005 5836 SUZANNE LEWIS SECRETARY 1.00 X X 0 0 0 RAY JONES DIRECTOR 1.00 X 0 0 0 DR HAL WHITE DIRECTOR 1.00 39.00 X 0 176601 11582 JUDGE LACEY COLLIER DIRECTOR 1.00 X 0 0 0 DR JAMES BARNETT INTERIM CEO 6.00 34.00 X 0 147020 32049 DR JUDITH BENSE FORMER CHAIRPERSON 0.00 40.00 X 0 376344 92124 0 787970 141591 0 1 1 0 LANDRUM HUMAN RESOURCES COMPANY 6723 PLANTATION ROAD PENSACOLA FL 32504 EMPLOYEE LEASING 441501 1 5554 3846 5554 PARKING AND TRANSPORTA 900099 2558700 2558700 FOOD SERVICE COMMISSIO 900099 440720 440720 BOOKSTORE COMMISSIONS 451211 430424 430424 GOLF COURSE SALES 713910 299267 24157 275110 COUNTRY CLUB MEMBERSHI 713910 226011 13227 212784 190041 190041 4145163 20310 9596 10714 10714 10714 423239 63439 359800 9787 350013 MARKETING COMMISSIONS 900099 6000 6000 6000 4527231 3673056 837907 10714 433763 433763 39855 39855 48727 48727 51683 44183 7500 76219 74907 1312 31552 29886 1666 28770 21753 7017 104079 104079 859 859 43312 1419 41893 97784 97784 55113 53028 2085 PARKING AND TRANSPORTAT 1147000 1147000 BOOK STORE MANAGEMENT 668953 668953 FOOD SERVICE MANAGEMENT 490363 490363 GOLF COURSE MAINTENANCE 137782 137782 291680 233979 57701 3747494 3578734 168760 0 805138 1667280 116947 130271 66695 51192 6426 4405 3086661 158240 2544681 2928421 350438 0 3890325 4781569 258893 167802 2844926 3058371 1065762 1044014 42072 52973 4211653 4323160 X 0 0 0 0 -321328 458409 -321328 458409 3890325 4781569 779737 0 X X 0 1 X 1 0 X 393162 393162 2197387 85093 2112294 344808 34481 310327 31027 8352 22675 120277 30314 89963 2928421 DUE TO UNIVERSITY OF WEST FLORIDA 52973 52973 X 4601872 1606 1606 4600266 -73035 -73035 4527231 3822135 1606 73035 74641 3747494 0 3747494 PART X, LINE 2: BEI WAS ESTABLISHED AS A DIRECT SUPPORT ORGANIZATION OF THE UNIVERSITY AND HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. BEI EVALUATES ITS TAX POSITIONS FOR UNCERTAINTIES ON A REGULAR BASIS AND HAS DETERMINED IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014. BEI RECOGNIZES ACCRUED INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS IN "EXPENSES" IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE FOR ISSUE, BEI IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ACCRUAL IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON THE REVENUE PAGE -9,596. COST OF GOODS SOLD OF THE GOLF PRO SHOP -63,439. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD OF THE GOLF PRO SHOP 63,439. RENTAL EXPENSES REPORTED ON THE REVENUE PAGE 9,596. 0 0 0 0 0 0 0 0 0 DR HAL WHITE DIRECTOR 0 176101 0 500 0 0 0 11582 0 0 0 188183 0 0 DR JAMES BARNETT INTERIM CEO 0 146520 0 500 0 0 0 9549 0 22500 0 179069 0 0 DR JUDITH BENSE FORMER CHAIRPERSON 0 336844 0 39500 0 0 0 72624 0 19500 0 468468 0 0 FORM 990, PART III, LINE 2 THIS ORGANIZATION ASSUMED THE MANAGEMENT OF PARKING & TRANSPORTATION SERVICES FOR THE UNIVERSITY EFFECTIVE JULY 1, 2013. FORM 990, PART VI, SECTION A, LINE 4 A REVISION OF THE ORGANIZATION'S BYLAWS WAS APPROVED ON NOV 15, 2013. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON THE INFORMATION SUBMITTED BY MANAGEMENT. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990 AT A BOARD MEETING BEFORE IT IS FILED WITH THE IRS ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C EVERY BEI BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM EACH FISCAL YEAR. THE CONFLICT OF INTEREST FORMS ARE COLLECTED FROM THE BEI BOARD MEMBERS DURING THE ANNUAL RISK AND FRAUD WORKSHOP HELD WITH THE BOARD OF DIRECTORS. THE UNIVERSITY OF WEST FLORIDA BUSINESS, FINANCE, AND FACILITIES VICE PRESIDENT'S OFFICE MAINTAINS THE FILES OF ALL BEI BOARD MEMBER CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON ITS WEBSITE. DOCUMENTS INCLUDE ARTICLES OF INCORPORATION, CONSUMER'S CERTIFICATE OF EXEMPTION, DIRECT SUPPORT ORGANIZATION REGULATIONS, AUDITED FINANCIAL STATEMENTS, COPY OF FORM 990 & FORM 990-T, AND THE MASTER MANAGEMENT AGREEMENT. FORM 990, PART XII, LINE 2(C) THIS ORGANIZATION HAS A BOARD OF DIRECTORS THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCEDURE DID NOT CHANGE DURING THE CURRENT YEAR. FORM 990, PART I, LINE 5; PART V, LINE 2(A); PART IX, LINES 7, 9 AND 10 LEASED EMPLOYEES - ALL SCENIC HILLS COUNTRY CLUB STAFF (26 EMPLOYEES) WERE LEASED BY THE ORGANIZATION THROUGH AN EMPLOYEE LEASING COMPANY. ALL RELATED 2013 PAYROLL TAX RETURNS ARE FILED TIMELY BY THE LEASING COMPANY. FORM 990, PART I, LINES 3 AND 4; PART VI, LINE 1(A) & 1(B) BOARD OF DIRECTORS - DR. JOHN TODOROVICH AND DR. HAL WHITE ARE EMPLOYED AND COMPENSATED BY THE UNIVERSITY OF WEST FLORIDA, THEREFORE ARE NOT CONSIDERED INDEPENDENT. UNIVERSITY OF WEST FLORIDA 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 592976783 HIGHER EDUCATION FL 115 (1) N/A NONE 0 UNIVERSITY OF WEST FLORIDA FOUNDATION INC 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 596166292 UNIVERSITY FOUNDATION FL 501(C)(3) 170(B)(1)(A) NONE 0 WEST FLOIRDA HISTORIC PRESERVATION INC 120 CHURCH STREET PENSACOLA FL 32501 237009319 HISTORIC PRESERVATION FL 501(C)(3) 170(B)(1)(A) NONE 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0