UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC (EIN 59-6211832)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201341299349301894
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule 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 | 2013-05-09T15:03:43-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PL | AddressLine1 |
| City | MELBOURNE | City |
| State | FL | State |
| ZIP Code | 32940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596211832 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4078821220 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY NO 140 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT J FRANCIS II CPA | Name |
| Title | CFO | Title |
| Phone | 4078821220 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA A BURDINE CPA | Name |
| PTIN | P00362629 | PTIN |
| Phone | 3217516200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALBERT J FRANCIS II | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52269876 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCFFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE UCF FOUNDATION ENCOURAGES, STEWARDS AND CELEBRATES CHARITABLE (CONTINUED ON SCHEDULE O) CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT THE UNIVERSITY OF CENTRAL FLORIDA. THE FOUNDATION ENHANCES RELATIONSHIPS WITH ALUMNI, FRIENDS, FACULTY, STAFF AND COMMUNITY PARTNERS. THE FOUNDATION SECURES AND MANAGES CHARITABLE RESOURCES FOR THE UNIVERSITY AND ALWAYS ACTS WITH INTEGRITY AND HONESTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 158140 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 85946 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18829145 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21373139 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2030644 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2267964 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4845537 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5102504 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2973082 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2693979 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28678408 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31437586 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11808071 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10605038 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9691460 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9303431 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 106230 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 301699 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4879305 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5227007 | OtherExpensePriorYear |
| Other Expenses Current Year | 5174472 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26832768 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25384640 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1845640 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6052946 | RevenuesLessExpensesCY |
| Total Assets BOY | 245947887 | TotalAssetsBOY |
| Total Assets EOY | 244702385 | TotalAssetsEOY |
| Total Liabilities BOY | 39944268 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38657279 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 206003619 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 206045106 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UCF FOUNDATION ENCOURAGES, STEWARDS AND CELEBRATES CHARITABLE CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT THE UNIVERSITY OF CENTRAL FLORIDA. THE FOUNDATION ENHANCES RELATIONSHIPS WITH ALUMNI, FRIENDS, FACULTY, STAFF AND COMMUNITY PARTNERS. (CONTINUED ON SCH O) THE FOUNDATION SECURES AND MANAGES CHARITABLE RESOURCES FOR THE UNIVERSITY AND ALWAYS ACTS WITH INTEGRITY AND HONESTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4433661 | Expense |
| Grants | 4429839 | Grants |
| Revenue | 1740092 | Revenue |
| Description | ATHLETICS EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA ATHLETICS PROGRAM ENHANCE THE OVERALL ACADEMIC AND ATHLETIC EXPERIENCE FOR STUDENTS AND HELPS PROVIDE FUNDS NECESSARY FOR UCF ATHLETICS TO CONTINUE DEVELOPING A NATIONALLY COMPETITIVE ATHLETICS PROGRAM. FUNDS HELP ASSIST UCF ATHLETICS IN PROVIDING THE RESOURCES NECESSARY FOR UCF STUDENT ATHLETES TO SUCCEED IN THE CLASSROOM AND IN COMPETITION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3891142 | Expense |
| Grants | 2985168 | Grants |
| Revenue | 7829 | Revenue |
| Description | ACADEMIC EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA PROGRAMS INCLUDE FUNDING FOR PROGRAM EXPENSES AND SALARIES FOR UNIVERSITY EMPLOYEES. ACADEMIC SUPPORT HELPS THE UNIVERSITY'S OUTSTANDING FACULTY INSPIRE STUDENTS, FOSTER AND ENHANCE STRONG ACADEMIC PROGRAMS, AND SERVE AS A KEY ELEMENT TO INSTITUTIONAL GREATNESS. ENDOWED CHAIRS, EMINENT SCHOLARS, AND DISTINGUISHED PROFESSORS ARE PRESTIGIOUS ACADEMIC POSITIONS HELD BY THE UNIVERSITY'S MOST ACCOMPLISHED FACULTY. SPENDING TO SUPPORT THESE POSITIONS MEANS THAT ACADEMIC EXCELLENCE WILL BE MAINTAINED AND SUPPORT FOR RESEARCH PROJECTS AND INNOVATIVE PROGRAMS ARE AT THE HEART OF THE UCF LEARNING EXPERIENCE. OPPORTUNITIES, CURRICULUM DEVELOPMENT, INTERNSHIPS, INTERDISCIPLINARY WORK, EXPERIENTIAL LEARNING, (CONTINUED ON SCH O) AND ACADEMIC ENRICHMENT ALL REQUIRE PRIVATE SUPPORT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2803976 | Expense |
| Grants | 2773295 | Grants |
| Revenue | 607 | Revenue |
| Description | STUDENT AID - THE UCF FOUNDATION IS DEDICATED TO ENRICHING THE LIVES OF UCF STUDENTS; THEREFORE, THE FOUNDATION SOLICITS DONATIONS TO SUPPORT SCHOLARSHIPS TO BENEFIT UCF STUDENTS. SCHOLARSHIPS ARE DESIGNED TO REWARD, ENCOURAGE AND ASSIST STUDENTS IN PURSUING ACADEMIC EXCELLENCE. SCHOLARSHIPS HELP ATTRACT A DIVERSE STUDENT BODY THAT CONTINUES TO BRING VARIOUS TALENTS AND AMBITIOUS GOALS TO ALL FACETS TO THE UNIVERSITY. SCHOLARSHIP FUNDS ARE TRANSFERRED TO THE UNIVERSITY FOR ADMINISTRATION AND PROCESSING. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3999193 | Expense |
| Grants | 416736 | Grants |
| Revenue | 1121040 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3999193 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 416736 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1121040 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15127972 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | 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 | 1 | 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 | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT J FRANCIS II | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4078821220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JUDY ALBERTSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD O BALDWIN JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT BUESCHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HANY GIRGIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES R HOPES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PHYLLIS KLOCK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RONALD C THOW | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAJESH S TOLETI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICK WALSH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEAN GOULD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RITA LOWNDES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JORGE LOPEZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY CONNELLY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES A JAHNA SR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NELSON J MARCHIOLI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARGERY L PABST | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN R SPROULS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK CALABRESE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARCOS MARCHENA | ||||||||
| DIRECTOR/VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| LARRY TOBIN | ||||||||
| DIRECTOR/SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| RITA ADLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MELANIE FERNANDEZ | ||||||||
| DIRECTOR/TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| JAMES FERRELL | ||||||||
| DIRECTOR/CO-VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| GEORGE GLANCE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SURESH GUPTA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY NICHOLSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HAROLD MILLS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MANHAR R RAMA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN BARKMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BEAT KAHLI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JIM ATCHISON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY CHASTANG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROL CRAIG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GERALD RUTBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH BRADLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOANNE PUGLISI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MANGLARDI | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| MICHAEL J GRINDSTAFF | ||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DR JOHN C HITT | ||||||||
| EX-OFFICIO DIRECTOR/PRESIDENT OF UCF | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J HOLMES | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 272220 | 0 | 37261 | X | |||
| BEN MCMAHAN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 163925 | 0 | 31759 | X | |||
| GEORGE A YEARWOOD | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 94995 | 0 | 22121 | X | |||
| ALBERT FRANCIS II | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 9195 | 0 | 152 | X | |||
| JOYCE HENCKLER | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 175187 | 0 | 29724 | X | |||
| THOMAS MESSINA | ||||||||
| ASSOCIATE VP ALUMNI RELATIONS | 40.00 | 146559 | 0 | 25527 | X | |||
| MARGARET JARRELL-COLE | ||||||||
| ASSOCIATE VP LEGAL COUNCIL | 40.00 | 145967 | 0 | 13419 | X | |||
| JAMES STEWART | ||||||||
| ASSISTANT VP CHIEF INFORMATION OFFICER | 40.00 | 132663 | 0 | 25283 | X | |||
| JEFF ULMER | ||||||||
| ASSISTANT VP | 40.00 | 132718 | 0 | 24583 | X | |||
| KARA FLEHARTY SCHULTZ | ||||||||
| ASSISTANT VP DEVELOPMENT | 40.00 | 116807 | 0 | 29565 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1390236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 239394 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MECHANICAL SERVICES OF CENTRAL FLORIDA | |||||
| 9820 SATELLITE BLVD | ORLANDO | FL | 32837 | HVAC/MECHANICAL SERVICES | 712191 |
| CUSHMAN & WAKEFIELD | |||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | BLDG MANAGEMENT SERVICES | 534362 |
| D & A BUILDING SERVICES INC | |||||
| 321 GEORGIA AVENUE | LONGWOOD | FL | 32750 | MAINTENANCE | 373721 |
| MACDADE CONSTRUCTION INC | |||||
| 1200 S SANFORD AVENUE | SANFORD | FL | 32771 | CONSTRUCTION | 367297 |
| BENTZ WHALEY FLESSNER & ASSOCIATES | |||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CONSULTING SERVICES | 283159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Membership Dues | 2577291 | MembershipDues |
| Fundraising Events | 161019 | FundraisingEvents |
| Government Grants | 6883612 | GovernmentGrants |
| All Other Contributions | 11751217 | AllOtherContributions |
| Noncash Contributions | 47442 | NoncashContributions |
| Total Contributions | 21373139 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM REVENUES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2243500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2243500 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24464 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2267964 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2854233 | TotalRevenueColumn |
| Exclusion | $2,854,233 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244368 | TotalRevenueColumn |
| Unrelated Business Revenue | 53749 | UnrelatedBusinessRevenue |
| Exclusion | $190,619 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9020542 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6753165 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2267377 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2267377 | TotalRevenueColumn |
| Exclusion | $2,267,377 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16152394 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13904123 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2248271 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2248271 | TotalRevenueColumn |
| Exclusion | $2,248,271 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 230816 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 161019 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 165402 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65414 | TotalRevenueColumn |
| Exclusion | $65,414 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12704 | GrossSalesOfInventory |
| Cost Of Goods Sold | 9600 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3104 | TotalRevenueColumn |
| Unrelated Business Revenue | 3104 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADVERTISING REVENUE | 541800 | 101287 | 101287 | |
| MISCELLANEOUS | 900099 | 12429 | 12429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 113716 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31437586 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2280393 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 158140 | UnrelatedBusinessRevenue |
| Exclusion | $7,625,914 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10530481 | Total |
| Program Services | 10530481 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74557 | Total |
| Program Services | 74557 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864403 | Total |
| Management And General | 374930 | ManagementAndGeneral |
| Fundraising | 489473 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6723613 | Total |
| Program Services | 1675206 | ProgramServices |
| Management And General | 2808326 | ManagementAndGeneral |
| Fundraising | 2240081 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387215 | Total |
| Program Services | 72413 | ProgramServices |
| Management And General | 151975 | ManagementAndGeneral |
| Fundraising | 162827 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897936 | Total |
| Program Services | 142567 | ProgramServices |
| Management And General | 405359 | ManagementAndGeneral |
| Fundraising | 350010 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430264 | Total |
| Program Services | 77722 | ProgramServices |
| Management And General | 176281 | ManagementAndGeneral |
| Fundraising | 176261 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93821 | Total |
| Program Services | 34509 | ProgramServices |
| Management And General | 59312 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129500 | Total |
| Management And General | 129500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156560 | Total |
| Program Services | 156560 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301699 | Total |
| Fundraising | 301699 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227432 | Total |
| Management And General | 227432 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615260 | Total |
| Program Services | 385688 | ProgramServices |
| Management And General | 163545 | ManagementAndGeneral |
| Fundraising | 66027 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261337 | Total |
| Program Services | 148355 | ProgramServices |
| Management And General | 17839 | ManagementAndGeneral |
| Fundraising | 95143 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527500 | Total |
| Program Services | 238536 | ProgramServices |
| Management And General | 112654 | ManagementAndGeneral |
| Fundraising | 176310 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347946 | Total |
| Program Services | 14431 | ProgramServices |
| Management And General | 316788 | ManagementAndGeneral |
| Fundraising | 16727 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333285 | Total |
| Program Services | 218347 | ProgramServices |
| Management And General | 15469 | ManagementAndGeneral |
| Fundraising | 99469 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585534 | Total |
| Program Services | 416163 | ProgramServices |
| Management And General | 25205 | ManagementAndGeneral |
| Fundraising | 144166 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243342 | Total |
| Program Services | 173942 | ProgramServices |
| Management And General | 69400 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161614 | Total |
| Program Services | 6667 | ProgramServices |
| Management And General | 154947 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69496 | Total |
| Program Services | 22743 | ProgramServices |
| Management And General | 44609 | ManagementAndGeneral |
| Fundraising | 2144 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BANQUETS AND RECEPTIONS | 467521 | 281761 | 4002 | 181758 |
| PRINTING & REPRODUCTION | 230207 | 25582 | 6811 | 197814 |
| FACILITY/OTHER RENTALS | 174088 | 63764 | 55538 | 54786 |
| DUES & SUBSCRIPTIONS | 168551 | 85075 | 8137 | 75339 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381478 | Total |
| Program Services | 282903 | ProgramServices |
| Management And General | 49304 | ManagementAndGeneral |
| Fundraising | 49271 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25384640 | Total |
| Program Services | 15127972 | ProgramServices |
| Management And General | 5377363 | ManagementAndGeneral |
| Fundraising | 4879305 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102100 | BOY |
| EOY | 102100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16418068 | BOY |
| EOY | 16012879 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800688 | BOY |
| EOY | 7608727 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251205 | BOY |
| EOY | 143003 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 128905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325347 | BOY |
| EOY | 677122 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 90702296 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16397005 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74579009 | BOY |
| EOY | 74305291 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141265340 | BOY |
| EOY | 138773639 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7026061 | BOY |
| EOY | 6797014 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180069 | BOY |
| EOY | 153705 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245947887 | BOY |
| EOY | 244702385 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2106651 | BOY |
| EOY | 2227016 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112459 | BOY |
| EOY | 52964 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2564969 | BOY |
| EOY | 2750928 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24906479 | BOY |
| EOY | 24455297 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9249612 | BOY |
| EOY | 8184608 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004098 | BOY |
| EOY | 986466 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39944268 | BOY |
| EOY | 38657279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50116252 | BOY |
| EOY | 47542936 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43204001 | BOY |
| EOY | 44282745 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112683366 | BOY |
| EOY | 114219425 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206003619 | BOY |
| EOY | 206045106 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245947887 | BOY |
| EOY | 244702385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6052946 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6011459 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30259329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14964623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9517813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18829145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21373139 | CurrentTaxYear |
| Total | 94944049 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30259329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14964623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9517813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18829145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21373139 | CurrentTaxYear |
| Total | 94944049 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1234650 | AmountsSubstContributorsTotal |
| Public Support Total170 | 93709399 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9979551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8430141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6511937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5469582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5026512 | CurrentTaxYear |
| Total | 35417723 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 211458 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1013399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 210210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 165722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 167740 | CurrentTaxYear |
| Total | 1768529 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 478611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3757 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2469 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12429 | CurrentTaxYear |
| Total | 629887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 132760188 | TotalSupport |
| Gross Receipts From Admissions Etc | 6038155 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $156,560 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 156560 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE FOUNDATION PROVIDES FUNDING FOR GOVERNMENTAL RELATIONS AND LOBBYING EFFORTS ON BEHALF OF THE UNIVERISTY. THE GOVERNMENT RELATIONS INCLUDE CULTIVATING, MAINTAINING, AND ENHANCING THE LINK BETWEEN UCF AND THE VARIOUS PULBICS IT SERVES AND TO CREATE AND IMPLEMENT COMMUNITY-BASED PROGRAMS. THIS IS TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE UNIVERSITY WITHIN KEY EXTERNAL COMMUNITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 0.25 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 127134563 | BeginningOfYearBalance |
| Contributions | 1684967 | Contributions |
| Investment Earnings Or Losses | -1449380 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 467687 | GrantsOrScholarships |
| Other Expenditures | 1314973 | OtherExpenditures |
| Administrative Expenses | 2958021 | AdministrativeExpenses |
| End Of Year Balance | 122629469 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 102788478 | BeginningOfYearBalance |
| Contributions | 4725682 | Contributions |
| Investment Earnings Or Losses | 23420200 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 173029 | GrantsOrScholarships |
| Other Expenditures | 967696 | OtherExpenditures |
| Administrative Expenses | 2659071 | AdministrativeExpenses |
| End Of Year Balance | 127134564 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92261535 | BeginningOfYearBalance |
| Contributions | 2017999 | Contributions |
| Investment Earnings Or Losses | 11461317 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 72140 | GrantsOrScholarships |
| Other Expenditures | 614850 | OtherExpenditures |
| Administrative Expenses | 2265383 | AdministrativeExpenses |
| End Of Year Balance | 102788478 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115271254 | BeginningOfYearBalance |
| Contributions | 3017683 | Contributions |
| Investment Earnings Or Losses | -19660744 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 953120 | GrantsOrScholarships |
| Other Expenditures | 3410961 | OtherExpenditures |
| Administrative Expenses | 2002577 | AdministrativeExpenses |
| End Of Year Balance | 92261535 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01260 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98740 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47640384 | OtherCostOrOtherBasis |
| Book Value | 47640384 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33617919 | OtherCostOrOtherBasis |
| Depreciation | 10779800 | Depreciation |
| Book Value | 22838119 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7652503 | OtherCostOrOtherBasis |
| Depreciation | 4474306 | Depreciation |
| Book Value | 3178197 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 634322 | OtherCostOrOtherBasis |
| Depreciation | 603629 | Depreciation |
| Book Value | 30693 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1157168 | OtherCostOrOtherBasis |
| Depreciation | 539270 | Depreciation |
| Book Value | 617898 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 74305291 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COMPENSATED ABSENCES | $424,855 |
| TENANT SECURITY & KEY DEPOSIT | $32,326 |
| ANNUITY PAYMENT LIABILITY | $529,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 986466 | TotalOfAmounts |
| Total Revenue | 31437586 | TotalRevenue |
| Total Expenses | 25384640 | TotalExpenses |
| Excess Or Deficit For Year | 6052946 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6011459 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -6011459 | TotalAdjustments |
| Excess Or Deficit Per FS | 41487 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32126862 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6011459 | NetUnrealizedGainsInvestments |
| Other Revenues | 6928167 | OtherRevenues |
| Revenue Not Rptd F990 | 916708 | RevenueNotRptdF990 |
| Revenue Subtotal | 31210154 | RevenueSubtotal |
| Other Revenues Not Included | 227432 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 227432 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31437586 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32085375 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6928167 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6928167 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25157208 | ExpensesSubtotal |
| Other Expenses Not Included | 227432 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 227432 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25384640 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS INCLUDE THE FOLLOWING FOOTNOTE. AS PERMITTED BY GOVERNMENT ACCOUNTING STANDARDS BOARD (GASB) STATEMENT NUMBER 20, ACCOUNTING AND FINANCIAL REPORTING FOR PROPRIETARY FUNDS AND OTHER GOVERNMENTAL ENTITIES THAT USE PROPEIETARY FUND ACCOUNTING, THE FOUNDATION HAS ELECTED TO NOT APPLY FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) STATEMENTS AND INTERPRETATIONS ISSUED AFTER NOVEMBER 30, 1989. THEREFORE, THE FOUNDATION IS NOT SUBJECT TO FIN 48. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENT REVENUE 6,753,165. FUNDRAISING EXPENSE NETTED AGAINST REVENUE 165,402. MERCHANDISE SALES EXPENSE NETTED AGAINST REVENUE 9,600. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 227,432. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENT REVENUE 6,753,165. FUNDRAISING EXPENSES NETTED AGAINST REVENUE 165,402. MERCHANDISE SALES EXPENSE NETTED AGAINST REVENUE 9,600. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 227,432. | |
| PART II - CONSERVATION EASEMENT - THE FOUNDATION HAS ONE CONSERVATION EASEMENT (50 FOOT CONSERVATION EASEMENT FOR DRAINAGE ALONG THE EASTERLY BOUNDARY OF THE PROPERTY), WHICH WAS INCLUDED IN THE VALUE OF THE LAND ON THE FOUNDATION'S BALANCE SHEET. PART V - ENDOWMENT FUNDS - THE FOUNDATION AUTHORIZES SPENDING FROM ITS ENDOWMENT TO SUPPORT THE UNIVERSITY'S STUDENT SCHOLARSHIPS, ACADEMIC CHAIRS, PROFESSORSHIPS, AND ACADEMIC PROGRAMS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | UCF PROGRAM SERVICE | SpecificServicesProvided |
| Total Expenditures | 19000 | TotalExpenditures |
| 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 | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 19000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 19000 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN SHULLAW & ASSOCIATES | ||||||||
| PO BOX 2328 | IOWA CITY | IA | 52240 | CONSULTANTS | 0 | 0 | 28494 | 0 |
| BENTZ WHALEY FLESSNER & ASSOCIATES | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CONSULTANTS | 0 | 0 | 270800 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 299294 | TotalRetainedByContractors |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 153685 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 49994 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 103691 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 770 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 45000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8228 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 21937 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOOTBALL KICKOFF LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 90265 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 33894 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 56371 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 14272 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 17812 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 145035 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 74966 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 70069 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 2635 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 14867 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 16724 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3125 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 14219 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 388985 | GrossReceiptsTotal |
| Charitable Contributions Total | 158854 | CharitableContributionsTotal |
| Gross Revenue Total Events | 230131 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3405 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 74139 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24952 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3125 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 53968 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 159589 | DirectExpenseSummaryEvents |
| Net Income Summary | 70542 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GROSS RECEIPTS REPORTING - | Identifier |
| Return Reference | PART I, LINE 2B | ReturnReference |
| Explanation | THE FOUNDATION USED THE FOLLOWING FUNDRAISERS FOR THE CURRENT TAX YEAR: FOR BENTZ, WHALEY, FLESSNER & ASSOCIATES AND FOR SUSAN SHULLAW & ASSOCIATES THERE WILL BE NO GROSS RECEIPTS GENERATED FROM THESE VENDORS SINCE THESE VENDORS ARE PROVIDING RESEARCH SUPPORT AND CONSULTING SERVICES TO THE FOUNDATION'S DEVELOPMENT OFFICE REGARDING SOLICITATION STRATEGIES. IN ADDITION TO PROFESSIONAL FEE EXPENSES PAID TO BENTZ, WHALEY, FLESSNER AND ASSOCIATES, THE FOUNDATION REIMBURSED THE COMPANY $12,359 FOR BUSINESS TRAVEL AND INCIDENTAL EXPENSES IN ACCORDANCE WITH THE CONTRACT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 592924021 | 501(C)(3) | 6523187 | FUNDING FOR PROGRAMS & SCHOLARSHIPS |
| UCF GOLDEN KNIGHTS CORPORATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 203794571 | 501(C)(3) | 1167222 | ATHLETIC STADIUM SUPPORT |
| UCF CONVOCATION CORPORATION INC | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 161733312 | 501(C)(3) | 405554 | CONVOCATION CENTER SUPPORT |
| UCF ATHLETIC ASSOCIATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 592334448 | 501(C)(3) | 2297740 | ATHLETIC SCHOLARSHIP & PROGRAM SUPPORT |
| UNIVERSITY CENTRAL FLORIDA RESEARCH FOUNDATION | |||||||
| 12201 RESEARCH PARKWAY | ORLANDO | FL | 32826 | 593086453 | 501(C)(3) | 136778 | RESEARCH ACTIVITY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| BOOKS FOR STUDENTS | 1103 | 7699 | PURCHASE PRICE | BOOKS FOR STUDENTS |
| TRAVEL & REGISTRATION PAYMENTS FOR VARIOUS STUDENTS | 277 | 59293 | PURCHASE PRICE | TRAVEL/REGISTRATION |
| TICKETS, CLOTHES, MEALS AND MISC FOR STUDENTS | 265 | 7565 | PURCHASE PRICE | TICKETS/CLOTHES/MEAL |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS. | ReturnReference |
| Explanation | THE FOUNDATION MAINTAINS THE APPROVED EXPENDITURE REQUEST WHICH SUBSTANTIATE THE GRANT AMOUNTS PROVIDED TO THE RECIPIENTS. THE FOUNDATION MAINTAINS DONOR INFORMATION, RELATED CONTRIBUTION DOCUMENTATION, AND ANY DONOR RESTRICTIONS OUTLINED BY THE DONOR INCLUDING SCHOLARSHIP CRITERIA. THE GRANTS ARE MADE TO THE UNIVERSITY OR UNIVERSITY AFFILIATED ENTITIES AND THE FOUNDATION RELIES ON THE POLICIES, PROCEDURES, AND CONTROLS ESTABLISHED BY THESE ENTITIES FOR EXPENDITURE TRACKING AND PROPER ADMINISTRATION OF THE GRANTS FOR SCHOLARSHIP AWARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 0 | 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 (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J HOLMES | |||||||||||||
| 240740 | 0 | 22614 | 0 | 8866 | 0 | 0 | 22446 | 0 | 14815 | 272220 | 37261 | 0 | 0 |
| BEN MCMAHAN | |||||||||||||
| 162953 | 0 | 0 | 0 | 972 | 0 | 0 | 15325 | 0 | 16434 | 163925 | 31759 | 0 | 0 |
| JOYCE HENCKLER | |||||||||||||
| 166576 | 0 | 0 | 0 | 8611 | 0 | 0 | 15353 | 0 | 14371 | 175187 | 29724 | 0 | 0 |
| THOMAS MESSINA | |||||||||||||
| 142449 | 0 | 0 | 0 | 4110 | 0 | 0 | 12712 | 0 | 12815 | 146559 | 25527 | 0 | 0 |
| MARGARET JARRELL-COLE | |||||||||||||
| 138255 | 0 | 0 | 0 | 7712 | 0 | 0 | 13307 | 0 | 112 | 145967 | 13419 | 0 | 0 |
| JAMES STEWART | |||||||||||||
| 130729 | 0 | 0 | 0 | 1934 | 0 | 0 | 12468 | 0 | 12815 | 132663 | 25283 | 0 | 0 |
| JEFF ULMER | |||||||||||||
| 124676 | 0 | 0 | 0 | 8042 | 0 | 0 | 11768 | 0 | 12815 | 132718 | 24583 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | SUPPLEMENTAL COMPENSATION INFORMATION - 1) FIRST-CLASS OR CHARTER TRAVEL - FIRST CLASS TRAVEL PROVIDED TO THE PRESIDENT OF THE UNIVERSITY FOR HEALTH REASONS AND TO ACCOMODATE PREPARATION FOR MEETINGS. CHARTER FLIGHTS ARE PROVIDED FOR THE PRESIDENT AND OTHER EXECUTIVE LEADERSHIP TO TRAVEL TOGETHER AND SUFFICIENTLY PREPARE EN ROUTE TO MEETINGS. 2) TAX INDEMNIFICATION AND GROSS UP PAYMENTS - FOR VARIOUS UNIVERSITY EMPLOYEES, THE FOUNDATION MADE SUPPLEMENT PAYMENTS WHICH INCLUDED GROSSED-UP AMOUNTS FOR TAX PURPOSES. THE TOTAL GROSSED-UP AMOUNTS WERE INCLUDED IN THE EMPLOYEES' REPORTABLE TAXABLE COMPENSATION. 3) HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. | |
| PART III | SCHEDULE J, PART II 1) ALL THE EMPLOYEES LISTED IN SCHEDULE J ARE EMPLOYEES OF THE UNIVERSITY OF CENTRAL FLORIDA WHICH HAS BEEN DETERMINED TO BE AN UNRELATED ORGANIZATION FOR PURPOSES OF 990 REPORTING. 2) DURING THE FISCAL YEAR, THE FOUNDATION PAID $490,101 TO THE UNIVERSITY RELATED TO COMPENSATION FOR DR. JOHN HITT, UCF PRESIDENT. IN ADDITION, THE FOUNDATION PAID FOR OTHER BENEFITS SUCH AS MEMBERSHIPS AND AN AUTOMOBILE LEASE WHICH WERE REPORTED TO UCF PAYROLL. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||
| 596211832 | 2008-12-30 | 10400000 | REFUND PRIOR ISSUE 2008 | 0 | 0 | 0 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||
| 596211832 | 2009-12-17 | 12540000 | REFUND PRIOR ISSUE 2009 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Issuance Costs From ProceedsIssuanceCostsFromProceeds |
|---|---|---|---|---|---|---|---|
| 930000 | 10400000 | 2008 | 1 | 0 | 1 | 1 | |
| 12433674 | 2009 | 1 | 0 | 1 | 1 | 106326 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 0 | 1 | 1 | 0.00000 | 0.03890 | 0.03890 | 1 |
| 0 | 1 | 0 | 1 | 1 | 0.00000 | 0.04830 | 0.04830 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE K, PART II | Identifier |
| Explanation | ON DECEMBER 17, 2009, THE FOUNDATION ENTERED INTO A $12,540,000 TAX-EXEMPT NOTE AMD A $7,385,000 TAXABLE NOTE RELATED TO THREE PROPERTIES. THE FOUNDATION IS MAKING PRINCIPAL PAYMENTS ON THE TAXABLE NOTE FIRST; THEREFORE, AS REFLECTED IN SCHEDULE K, THERE HAS BEEN NO PRINCIPAL PAYMENTS MADE TOWARD THE TAX-EXEMPT NOTE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DR JOHN HITT | |||
| EX-OFF DIR OF UCFF | 432247 | SUNTRUST ORLANDO (SEE SCHEDULE O) | 0 |
| LARRY TOBIN | |||
| DIRECTOR OF UCFF | 195332 | LOAN PYMT TO FAIRWINDS (SEE SCHEDULE O) | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS - DR. JOHN HITT | DR HITT IS A DIRECTOR OF SUNTRUST, CENTRAL FLORIDA. THE UCF FOUNDATION PREVIOUSLY OBTAINED SEVERAL REAL ESTATE LOANS FROM SUNTRUST BANKS AND MADE PRINCIPAL AND INTEREST PAYMENTS DURING THE CURRENT YEAR TO SUNTRUST BANKS FOR THESE LOANS. IN ADDITION, THE UCF FOUNDATION HAS MADE PAYMENTS TO SUNTRUST BANKS FOR CUSTODIAL SERVICES RELATED TO THE FOUNDATION'S INVESTMENTS. |
| PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS - LARRY TOBIN | MR TOBIN IS PRESIDENT AND CEO OF FAIRWINDS CREDIT UNION. THE FOUNDATION OBTAINED A LINE OF CREDIT FROM FAIRWINDS CREDIT UNION IN 2004. A COMPETITIVE REQUEST FOR PROPOSALS WAS ISSUED TO BANK AND CREDIT INSTITUTIONS FOR THE CONSTRUCTION OF THE ALUMNI CENTER, WITH FAIRWINDS PROVIDING THE MOST FAVORABLE TERMS. SUBSEQUENT TO THIS TRANSACTION, DURING 2009, MR TOBIN BECAME A MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS. THE TRANSACTION AMOUNT RELATES TO PAYMENTS OF PRINCIPAL AND INTEREST RELATED TO THE BANK LOAN ORIGINALLY OBTAINED FOR THE CONSTRUCTION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1285 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 48077 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV WHEN RECEIVED | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 |
|---|---|---|---|
| X | EQUIPMENT | 11 | 0 |
| X | SUPPLIES | 40 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | SCHEDULE M, LINE 32B: PART I, LINE 32A - USE OF THIRD PARTY TO SELL NONCASH CONTRIBUTIONS. THE FOUNDATION INSTRUCTS SUNTRUST, AS CUSTODIAN OF ITS INVESTMENTS, TO SELL ANY STOCK GIFTS RECEIVED BY THE FOUNDATION. STOCKS ARE VALUED AT THE AVERAGE OF THE HIGH AND LOW MARKET PRICE ON THE DAY OF RECEIPT. PART I, TYPES OF PROPERTY LINE 1 ART - THE FOUNDATION RECEIVED SEVERAL DONOR GIFT IN-KIND CONTRIBUTIONS DURING THE YEAR INCLUDING SEVERAL PIECES OF ART WORK. THESE GIFTS IN-KIND PASSED THROUGH THE FOUNDATION TO THE UNIVERSITY AND ARE NOT INCLUDED IN THE FOUNDATION'S REVENUE BECAUSE THE FOUNDATION SERVES ONLY AS AN AGENT FOR THE UNIVERSITY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD OF DIRECTORS HAVE BUSINESS RELATIONSHIPS: JAMES ATCHISON HAS A BUSINESS RELATIONSHIP WITH MICHAEL GRINDSTAFF | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOLLOWING IS THE REVIEW AND DISTRIBUTION PROCESS FOR THE FOUNDATION'S ANNUAL FORM 990. THIS PROCESS SHALL BE FOLLOWED EACH YEAR PRIOR TO FILING THESE DOCUMENTS WITH THE IRS: 1. THE CFO AND CEO SHALL REVIEW BOTH THE FORM 990 AND THE FORM 990-T AND RESOLVE ANY OUTSTANDING ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM REVIEWING OR PREPARING THE FORMS BEFORE DISTRIBUTION TO THE AUDIT COMMITTEE OR THE BOARD. IT IS THE CFO'S AND CEO'S RESPONSIBILITY TO CONFIRM THAT THESE FORMS DO NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS AS WELL AS ENSURE THE FINANCIAL INFORMATION FAIRLY REPRESENTS THE FOUNDATION'S FINANCIAL CONDITION FOR THE PERIOD BEING REPORTED. 2. THE AUDIT COMMITTEE SHALL REVIEW THE DRAFT FORM 990 PRIOR TO FILING WITH THE IRS AND SHALL DOCUMENT THEIR DISCUSSION AND REVIEW OF THE DOCUMENTS IN THE COMMITTEE MEETING MINUTES. FINAL REVIEW OF THE FORM 990 IS SPECIFICALLY DELEGATED TO THE AUDIT COMMITTEE AND NO FURTHER REVIEW SHALL BE REQUIRED BEFORE SUCH FORMS ARE FILED WITH THE IRS. 3. THE DRAFT FORM 990 SHALL BE PROVIDED TO EACH VOTING BOARD MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. DISTRIBUTION MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION LINK TO AN ELECTRONIC WEBSITE, OR ACTUAL MAILING OF THE DOCUMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES SHALL BE REQUESTED TO COMPLETE AN ANNUAL DISCLOSURE FORM. THIS ANNUAL DISCLOSURE FORM WILL REQUEST SPECIFIC INFORMATION REGARDING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION AND WHETHER PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. AN INTERESTED PERSON WHO HAS OR LEARNS ABOUT A POTENTIAL CONFLICT SHOULD DISCLOSE PROMPTLY TO THE CHAIR OF THE BOARD DUE DILIGENCE COMMITTEE AND THE FOUNDATION'S CFO THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY THE COMMITTEE BEFORE THE ARRANGEMENT IS ENTERED INTO. FOLLOWING RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST, THE BOARD DUE DILIGENCE COMMITTEE SHALL CONSIDER THE MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THE ARRANGEMENT IS CONSISTENT WITH THE BEST INTEREST OF THE FOUNDATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE FOUNDATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE FOUNDATION RECEIVES AND THAT THE FOUNDATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS. WHEN AN INTERESTED PERSON BECOMES AWARE OF A PROPOSED CONFLICT OR INTEREST TRANSACTION, HE OR SHE WILL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH CONFLICT OF INTEREST TRANSACTION TO THE CHAIR OF THE DUE DILIGENCE COMMITTEE AND TO THE FOUNDATION'S CFO; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE FOUNDATION TO ENTER INTO THE CONFLICT OF INTEREST TRANSACTION; (C) AND PHYSICALLY RECUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE CONFLICT OF INTEREST TRANSACTION WITH OFFICIALS OF THE FOUNDATION, AT MEETINGS OF THE BOARD OF DIRECTORS, AND WITH OTHER MEMBERS OF THE FOUNDATION COMMUNITY, EXCEPT TO RESPOND TO REQUEST FOR INFORMATION ABOUT THE CONFLICT OF INTEREST TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULT IN THE CONFLICT OF INTEREST. | |
| THE UNIVERSITY HUMAN RESOURCES DEPARTMENT REVIEWS COMPARABLE SALARY DATA. MARKET DATA FROM SALARY SURVEY SOURCES IS USED TO ASSIGN AN ACCURATE VALUE TO THE POSITION IN THE EXTERNAL LABOR MARKET. SURVEY MATCHES ARE BASED ON THE PRIMARY JOB DUTIES OF THE POSITION. THE SURVEY DATA PROVIDES SALARY AND DEMOGRAPHIC DATA FOR SELECTED POSITIONS NATION-WIDE AND IS REPORTED IN A STATISTICAL FORMAT INDICATING THE AVERAGE AND MEDIAN SALARIES AND ADDITIONAL PERCENTILES (I.E. 25TH 75TH). THE UNIVERSITY HR DEPARTMENT REVIEWS COMPARABLE SURVEY DATA WHEN AN EMPLOYEE IS HIRED OR PROMOTED. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 990 TAX DOCUMENTS, AND FINANCIAL STATEMENTS ARE PUBLISHED ON THE FOUNDATION'S WEBSITE OR MAY BE ACCESSED THROUGH THE POLICY IQ SOFTWARE, WHICH CAN ALSO BE ACCESSED FROM THE FOUNDATION'S WEBSITE. THE ABOVE ITEMS ARE ALSO AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 17 | THE FOLLOWING ARE THE STATES REQUIRED TO REGISTER FOR CHARITABLE SOLICITATION AND PROVIDE A COPY OF THE FORM 990: NEW JERSEY NEW YORK OREGON NEW HAMPSHIRE | STATES REQUIRED TO FILE A COPY OF THE 990 |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,011,459. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE TO EITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. | |
| FORM 990, PART V, LINE 2A | ALL EMPLOYEES ARE UNIVERSITY OF CENTRAL FLORIDA EMPLOYEES; THEREFORE, THE UNIVERSITY OF CENTRAL FLORIDA ADMINISTERS THE EMPLOYEE COMPENSATION AND HUMAN RESOURCES PROCESSES. | NUMBER OF EMPLOYEES REPORTED ON FORM W3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA REAL ESTATE FOUNDATION LLC | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | 0 | 28702403 | N/A |
| KNIGHTS KROSSING STUDENT HOUSING LLC | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | 0 | 9733000 | N/A |