2013-03-14T15:04:43-05:00 2012-07-31 010720052 MORRISON BROWN ARGIZ & FARRA LLC 1450 BRICKELL AVENUE 18TH FLOOR MIAMI FL 33131 990 2011-08-01 590998339 BELEN JESUIT PREPARATORY SCHOOL INC BELE 3052238600 500 SW 127 AVE MIAMI FL 33184 PEDRO SUAREZ 3052238600 2013-03-09 1 LEIF NOVIE P00548257 3053735500 2011 2016-02-25 16:41:14Z PEDRO SUAREZ 500 SW 127 AVE MIAMI FL 33184 25969600 0 X WWW.BELENJESUIT.ORG X 1961 FL FOLLOWING THE IGNATIAN TRADITION OF EXCELLENCE, THE MISSION OF BELEN JESUIT PREPATORY SCHOOL IS TO GUIDE AND SUPORT OUR STUDENTS IN THEIR PROCESS OF BECOMING MEN WHO ARE PROFICIENT IN BOTH ENGLISH AND SPANISH, OPEN TO GROWTH, INTELLECTUALLY COMPETENT, RELIGIOUS, LOVING AND COMMITTED TO DO DOING JUSTICE, SO THEY CAN WORK FOR THE PROMOTION OF THE CATHOLIC FAITH AS LEADERS IN A MULTICULTURAL SOCIETY. 6 6 206 2 0 0 2577063 4273790 19066247 20419222 14592 11123 590006 775923 22247908 25480058 0 0 0 0 12718270 13534205 0 0 542601 8218981 9195483 20937251 22729688 1310657 2750370 34479060 39359174 22627590 25163326 11851470 14195848 SEE SCHEDULE O 0 0 19611295 20540744 PRIVATE MIDDLE/HIGH RELIGIOUS SCHOOL -- 1474 STUDENTS 19611295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 198 0 1 206 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 FL X CAROLA CALDERIN 3052238600 500 SW 127 AVE MIAMI FL 33184 FATHER PEDRO SUAREZ SJ 40.00 X X 107993 0 0 FATHER GUILLERMO GARCIA SJ 40.00 X X 0 0 0 FATHER PEDRO CARTAYA SJ 40.00 X X 0 0 0 FATHER NELSON GARCIA SJ 40.00 X 0 0 0 FATHER ERNESTO FERNANDEZ 40.00 X 0 0 0 FATHER FRANCISCO PEREZ 40.00 X 0 0 0 CAROL A VILA 40.00 X 142381 0 8953 CAROLINA CALDERIN 40.00 X 127107 0 5833 AUGUSTO VENEGAS 40.00 X 120443 0 4115 BRIAN J WENTZEL 40.00 X 120355 0 14706 NESTOR RODRIGUEZ 40.00 X 141167 0 3433 759446 0 37040 8 0 1 0 SAGE DINING SERVICES INC 222 BOSLEY AVENUE SUITE B7 TOWSON MD 21204 DINING SERVICES 1335605 UNITED DATA TECHNOLOGIES INC PO BOX 850001 ORLANDO FL 328850627 INFORMATION TECHNOLOGY SERVICES 443243 LEMARTEC ENGINEERING & CONSTRUCTION CORP 11740 SW 80 STREET 3RD FLOOR MIAMI FL 33183 CONSTRUCTION COMPANY 301799 GUARDIAN PO BOX 677458 DALLAS TX 752677458 REPAIR AND MAINTENANCE 231727 DESIGN & PROMOTIONS CORP 12333 SW 132 COURT MIAMI FL 33186 PROMOTIONAL PRODUCTS 221626 11 4273790 4273790 TUITION AND FEES 900099 16102616 16102616 AUXILIARY SERVICES 900099 3014016 3014016 SUMMER CAMP 900099 1302590 1302590 20419222 11123 11123 1143943 489542 654401 654401 MISCELLANEOUS 900099 121522 121522 121522 25480058 20540744 0 665524 107993 107993 11035653 9385122 1650531 264078 244272 19806 1359435 1250680 108755 767046 651989 115057 95969 95969 60500 60500 334671 297835 36836 15289 15289 1430931 1323611 107320 218643 202245 16398 819655 735259 84396 67324 67324 545128 504243 40885 1580226 1461709 118517 217525 208008 9517 CAFETERIA 1272618 1177172 95446 SUMMER SCHOOL 565016 565016 ATHLETICS 439639 439639 COMMUNITY HOUSE 334432 309350 25082 1197917 631352 23964 542601 22729688 19611295 2575792 542601 654406 655384 2354885 4182344 5260114 6284193 1163687 1156511 1412542 143647 181911 188683 178438 37539499 12474716 24464516 25064783 214684 208630 34438 34438 34479060 39359174 523622 676041 6022503 7600850 15284286 14454370 111769 66824 11713 3500 673697 2361741 22627590 25163326 X 7737887 9379211 4113583 4816637 11851470 14195848 34479060 39359174 X 2750370 -405992 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4229000 4229000 24853478 7291596 17561882 6244451 3865406 2379045 2212570 1317714 894856 25064783 DERIVATIVE OBLIGATIONS 1069891 BOND AND NOTES PAYABLE 977625 CAPITAL LEASE 314225 2361741 25480058 22729688 2750370 -9798 -396194 -405992 2344378 25927240 -9798 -32562 -42360 25969600 -489542 -489542 25480058 23279194 549506 549506 22729688 0 22729688 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL IS A NON-PROFIT CORPORATION WHICH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, GENERALLY WOULD NOT INCUR INCOME TAXES. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THE SCHOOL RECOGNIZES AND MEASURES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURN BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY. THE U.S. FEDERAL JURISDICTION AND FLORIDA ARE THE MAJOR TAX JURISDICTIONS WHERE THE SCHOOL FILES TAX RETURNS. THE SCHOOL IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF DERIVATIVE OBLIGATION -396,194. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUES OF OUR LADY OF BELEN JESUIT FOUNDATION -32,562. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -489,542. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 489,542. EXPENSES OF OUR LADY OF BELEN JESUIT FOUNDATION 59,964. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NON RACIALLY DISCRIMINATION POLICY DURING THE SOLICITATION PERIOD IN BOTH NEWSPAPERS AND BROCHURES. FESTIVAL 508553 508553 227030 GALA 445611 445611 226817 1 189779 189779 35695 1143943 1143943 489542 489542 654401 0 0 0 0 0 0 0 0 0 CAROL A VILA 142381 0 0 0 0 0 8142 0 811 0 151334 0 0 0 MIAMI-DADE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591662816 2010-01-14 16460000 REFUNDING PRIOR ISSUED BONDS; REFINANCING CONSTRUCTION LOANS AND RELATED 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 BELEN JESUIT FATHERS OPERATING EXPENSES X 400000 66824 0 1 1 66824 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTANTS. IT IS REVIEWED AND APPROVED BY THE SCHOOL'S ADMINISTRATOR AND PRESIDENT. THE FORM 990 IS FURNISHED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST ARISES IN ANY SITUATION IN WHICH A MEMBER OF THE ADVISORY BOARD (AND HIS OR HER IMMEDIATE FAMILY) IS INVOLVED IN ANY ACTIVITY, WHICH COULD ADVERSELY AFFECT HIS OR HER JUDGMENT WITH RESPECT TO THE BUSINESS OF THE SCHOOL OR OTHERWISE DIMINISH THE INTEREST OF THE ORGANIZATION. WHEN SUCH A CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS REQUIRED TO DISCLOSE IN WRITING THE EXISTENCE OF THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -9,798. CHANGE IN FAIR VALUE OF DERIVATIVE OBLIGATION -396,194. TOTAL TO FORM 990, PART XI, LINE 5: -405,992. FINANCIAL STATEMENTS AND REPORTING FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITORS AND OVERSIGHT OF THE ANNUAL AUDIT. (F) DESCRIPTION OF PURPOSE (CONTINUATION): SCHEDULE K, PART I, BOND ISSUES: REFUNDING PRIOR ISSUED BONDS; REFINANCING CONSTRUCTION LOANS AND RELATED INDEBTEDNESS; FINANCING ADDITIONAL PROJECT COSTS AND PAYING COSTS OF ISSUANCE OF THE BOND. TRANSACTIONS WITH RELATED PARTIES FORM 990, SCHEDULE R, PAGE 3, PART V, LINE 2(1) THE JESUIT FATHERS RECEIVED $334,432 FOR A COMMUNITY HOUSE IN 2012 EQUIVALENT TO SALARIES THAT WOULD NORMALLY BE PAYABLE FOR SERVICES RENDERED TO THE ORGANIZATION. CATHOLIC RELIGIOUS ORDER JESUIT FATHERS 500 SW 127TH AVENUE MIAMI FL 33184 999999999 COUNSELING FL 501(C)(3) LINE 7 N/A 0 OUR LADY OF BELEN JESUIT FOUNDATION INC 500 SW 127TH AVENUE MIAMI FL 33184 650860078 INVESTING FL 501(C)(3) LINE 1 N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 BELEN JESUIT FATHERS (SEE SCHEDULE O) L 334432 FMV BELEN JESUIT FATHERS E 66824 FMV