JACKSONVILLE UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE UNIVERSITY (EIN 59-0624412)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349303000
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T12:00:06-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Kennedy Blvd | AddressLine1 |
| Address Line2 | Suite 1250 | AddressLine2 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 336025197 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624412 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 9042567082 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE SCADUTO | Name |
| Title | CFO | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132231316 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR KERRY ROMESBURG | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 112364550 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF JACKSONVILLE UNIVERSITY IS TO PREPARE EACH STUDENT FOR LIFE-LONG LEARNING, ACHIEVING, LEADING, AND SERVING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1465 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | -3979 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3979 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13505905 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11036386 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 79178930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 89986893 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 517297 | InvestmentIncomePriorYear |
| Investment Income Current Year | 939015 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2990544 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2955386 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 96192676 | TotalRevenuePriorYear |
| Total Revenue Current Year | 104917680 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34877774 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 37940568 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28366516 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35462875 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1489540 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30925418 | OtherExpensePriorYear |
| Other Expenses Current Year | 31303604 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94169708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 104707047 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2022968 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 210633 | RevenuesLessExpensesCY |
| Total Assets BOY | 179074157 | TotalAssetsBOY |
| Total Assets EOY | 170662767 | TotalAssetsEOY |
| Total Liabilities BOY | 94632094 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 79831762 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 84442063 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 90831005 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO PREPARE STUDENTS FOR LIFE-LONG SUCCESS IN LEARNING, ACHIEVING, LEADING, AND SERVING. WE ACCOMPLISH THIS MISSION IN A SMALL, COMPREHENSIVE, INDEPENDENT UNIVERSITY COMMUNITY LOCATED WITHIN A VIBRANT METROPOLITAN SETTING. (CONTINUED IN SCHEDULE O) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 85596679 | Expense |
| Grants | 37940568 | Grants |
| Revenue | 92942279 | Revenue |
| Description | PROVIDING ACCREDITED POST SECONDARY EDUCATIONAL SERVICES TO APPROXIMATELY 3,400 STUDENTS. GRANTS AND SCHOLARSHIPS WERE AWARDED TO APPROXIMATELY 3,100 STUDENTS. | Description |
| Total Program Service Expense | 85596679 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6014 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1465 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Scaduto | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9042567082 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32211 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 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 |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE CONRAD | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| ANNE P NIMNICHT | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| BRUCE KERN | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| CAROLYN MUNRO WILSON | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| CHARLES JO WODEHOUSE | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| CYRUS M JOLLIVETTE | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| F ANDREW MORAN | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| FRANK PACE | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| FRED G PRUITT | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| GIL POMAR JR | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| HW SHAD MBA CPA | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| HENRY J KEIGWIN | ||||||||
| TRUSTEE - TREASURER | 1 | X | 0 | 0 | 0 | X | ||
| J PHILLIP GARCIA FAC | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| JOHN G HARRISON | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| KEITH WATSON | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| LINDA BERRY STEIN | ||||||||
| TRUSTEE - SECRETARY | 1 | X | 0 | 0 | 0 | X | ||
| MARGARET BLACK-SCOTT | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MATTHEW KANE | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MICHAEL CASCONE JR | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MICHAEL J MCKENNY | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| RAYMOND K MASON JR | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| RONALD A AUTREY | ||||||||
| TRUSTEE - CHAIRMAN | 1 | X | 0 | 0 | 0 | X | ||
| TERRY L WILCOX | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| TIMOTHY D PAYNE | ||||||||
| TRUSTEE - VICE CHAIRMAN | 1 | X | 0 | 0 | 0 | X | ||
| TIIMOTHY P COST | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| DEREK HALL | ||||||||
| VP UNIV RELATIONS & EXT | 40 | 120281 | 0 | 15287 | X | |||
| DR JOHN BALOG | ||||||||
| VP STUDENT LIFE | 40 | 137213 | 0 | 15328 | X | |||
| DR KERRY ROMESBURG | ||||||||
| PRESIDENT | 40 | 304718 | 0 | 68527 | X | |||
| DR LOIS BECKER | ||||||||
| SR. VP FOR ACADEMIC AFFAIRS | 40 | 182513 | 0 | 22048 | X | |||
| GEORGE SCADUTO | ||||||||
| VP FINANCE & ADMIN | 40 | 195916 | 0 | 12136 | X | |||
| TERRY WHITTUM | ||||||||
| VP ENROLLMENT MANAGEMENT | 40 | 177983 | 0 | 11122 | X | |||
| THOMAS HALL | ||||||||
| VP IT & CIO | 40 | 132364 | 0 | 16245 | X | |||
| C ALLEN VERLANDER JR | ||||||||
| ATHLETIC DIRECTOR | 40 | 196893 | 0 | 15946 | X | |||
| KERWIN BELL | ||||||||
| HEAD COACH - FOOTBAL | 40 | 246903 | 0 | 22601 | X | |||
| MICHAEL HOWLAND | ||||||||
| VP UNIVERSITY ADVANCEMENT | 40 | 160630 | 0 | 17219 | X | |||
| JON WARREN | ||||||||
| HEAD COACH - BASKETBALL | 40 | 216340 | 0 | 24955 | X | |||
| MARK ALARBI | ||||||||
| INTERIM CHAIR - ORTHODONTICS | 40 | 393678 | 0 | 7712 | X | |||
| JOHN RUMBLE | ||||||||
| ASST PROFESSOR - ORTHODONTICS | 40 | 207545 | 0 | 8919 | X | |||
| ZHANG XINGZHONG | ||||||||
| ASSOC PROFESSOR - ORTHODONTICS | 40 | 170736 | 0 | 10449 | X | |||
| LAWRENCE E KURZIUS | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MARGARET WIDMAN DEES | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MARK FRISCH | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| GREG A NELSON | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| PAUL I PEREZ | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| CAROLE J POINDEXTER | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| WILLIAM C RUPP | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| CHRIS A VERLANDER | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| MARVIN C WELLS | ||||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2843713 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 268494 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO AMERICA LLC | |||||
| PO BOX 905374 | CHARLOTTE | NC | 282905374 | DINING SERVICES/FACILITIES | 7754858 |
| DELL MARKETING LP | |||||
| ONE DELL WAY RR8 HIED DEPT | ROUND ROCK | TX | 78682 | COMPUTER HARDWARE | 492307 |
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 1818 SWIFT DR | OAK BROOK | IL | 60523 | BOOKSTORE | 482380 |
| SAWYER TECO GAS | |||||
| 4110 UNIVERSITY BLVD CT | JACKSONVILLE | FL | 322172224 | GAS | 461293 |
| FIRST INSURANCE | |||||
| 8075 INNOVATION WAY | CHICAGO | IL | 60682 | INSURANCE | 424503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 7082455 | GovernmentGrants |
| All Other Contributions | 3953931 | AllOtherContributions |
| Noncash Contributions | 730687 | NoncashContributions |
| Total Contributions | 11036386 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION & FEES | 75865523 | 75865523 |
| AUXILIARY ENTERPRISES | 14121370 | 14121370 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 89986893 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 673715 | TotalRevenueColumn |
| Unrelated Business Revenue | -3979 | UnrelatedBusinessRevenue |
| Exclusion | $677,694 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7712170 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7446870 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 265300 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 265300 | TotalRevenueColumn |
| Exclusion | $265,300 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2955386 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2955386 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2955386 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104917680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92942279 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3979 | UnrelatedBusinessRevenue |
| Exclusion | $942,994 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37940568 | Total |
| Program Services | 37940568 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1608511 | Total |
| Management And General | 1608511 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27377453 | Total |
| Program Services | 24377998 | ProgramServices |
| Management And General | 2136801 | ManagementAndGeneral |
| Fundraising | 862654 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977106 | Total |
| Program Services | 821929 | ProgramServices |
| Management And General | 125441 | ManagementAndGeneral |
| Fundraising | 29736 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3430821 | Total |
| Program Services | 2819825 | ProgramServices |
| Management And General | 496661 | ManagementAndGeneral |
| Fundraising | 114335 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2068984 | Total |
| Program Services | 1753934 | ProgramServices |
| Management And General | 250809 | ManagementAndGeneral |
| Fundraising | 64241 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335905 | Total |
| Program Services | 10784 | ProgramServices |
| Management And General | 325121 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Management And General | 3000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4557290 | Total |
| Program Services | 540364 | ProgramServices |
| Management And General | 3983721 | ManagementAndGeneral |
| Fundraising | 33205 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1346283 | Total |
| Program Services | 1182483 | ProgramServices |
| Management And General | 95880 | ManagementAndGeneral |
| Fundraising | 67920 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1385033 | Total |
| Program Services | 1099925 | ProgramServices |
| Management And General | 240707 | ManagementAndGeneral |
| Fundraising | 44401 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3836635 | Total |
| Program Services | 1327206 | ProgramServices |
| Management And General | 2508521 | ManagementAndGeneral |
| Fundraising | 908 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1771656 | Total |
| Program Services | 1692455 | ProgramServices |
| Management And General | 42975 | ManagementAndGeneral |
| Fundraising | 36226 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2686225 | Total |
| Program Services | 6266 | ProgramServices |
| Management And General | 2679959 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4487878 | Total |
| Program Services | 4487878 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 1308314 | 173320 | 1134994 | |
| BOARD PLAN | 2849724 | 2849724 | ||
| SPORTS EQUIPMENT & SUPPLIES | 474020 | 473366 | 654 | |
| COMPUTER HARDWARE UNDER CAP LIMIT | 439169 | 34790 | 403411 | 968 |
| SOFTWARE MAINTENANCE CONTRACTS | 385337 | 197241 | 139216 | 48880 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5437135 | Total |
| Program Services | 3806623 | ProgramServices |
| Management And General | 1444446 | ManagementAndGeneral |
| Fundraising | 186066 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104707047 | Total |
| Program Services | 85596679 | ProgramServices |
| Management And General | 17620828 | ManagementAndGeneral |
| Fundraising | 1489540 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5059444 | BOY |
| EOY | 2590139 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2577632 | BOY |
| EOY | 2125693 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4165996 | BOY |
| EOY | 4851433 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3343342 | BOY |
| EOY | 2886479 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3413167 | BOY |
| EOY | 3130559 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 146982127 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49659883 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97678265 | BOY |
| EOY | 97322244 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7419597 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36254638 | BOY |
| EOY | 50550628 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19162076 | BOY |
| EOY | 7205592 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179074157 | BOY |
| EOY | 170662767 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056081 | BOY |
| EOY | 195009 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4587766 | BOY |
| EOY | 3869202 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63020000 | BOY |
| EOY | 61660000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2573822 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25968247 | BOY |
| EOY | 11533729 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94632094 | BOY |
| EOY | 79831762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33101102 | BOY |
| EOY | 36838672 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16296893 | BOY |
| EOY | 17391070 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35044068 | BOY |
| EOY | 36601263 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84442063 | BOY |
| EOY | 90831005 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179074157 | BOY |
| EOY | 170662767 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 210633 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6178309 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 80000 | RevenuesIncluded |
| Assets In Part X | 1837860 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25664133 | BeginningOfYearBalance |
| Contributions | 946250 | Contributions |
| Investment Earnings Or Losses | 4157667 | InvestmentEarningsOrLosses |
| Other Expenditures | 295450 | OtherExpenditures |
| End Of Year Balance | 30472600 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23268585 | BeginningOfYearBalance |
| Contributions | 179538 | Contributions |
| Investment Earnings Or Losses | 2333647 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 117637 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 25664133 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57696619 | BeginningOfYearBalance |
| Contributions | 1241564 | Contributions |
| Investment Earnings Or Losses | -13149604 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 22519994 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 23268585 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1874548 | OtherCostOrOtherBasis |
| Book Value | 1874548 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111690864 | OtherCostOrOtherBasis |
| Depreciation | 28835486 | Depreciation |
| Book Value | 82855378 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25589808 | OtherCostOrOtherBasis |
| Depreciation | 16955244 | Depreciation |
| Book Value | 8634564 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7826907 | OtherCostOrOtherBasis |
| Depreciation | 3869153 | Depreciation |
| Book Value | 3957754 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97322244 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 18275696 | F |
| MORTGAGE BACKED | 1515605 | F |
| S/T INVESTMENTS | 923527 | F |
| INSTITUTIONAL MUTUAL FUNDS | 20850973 | F |
| FICURMA SUBORDINATED DEBENTURES | 364353 | F |
| LIMITED PARTNERSHIPS INVESTING IN EQUITY SECURITIES | 4347596 | F |
| LIMITED PARTNERSHIPS INVESTING IN PRIVATE EQUITY | 4272878 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 50550628 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $448,140 |
| ACCRUED LIABILITIES | $7,124,598 |
| TRUST LIABILITIES | $300,633 |
| CAPITAL LEASE OBLIGATIONS | $636,328 |
| ADVANCES FROM FEDERAL GOV'T | $2,378,029 |
| INTEREST RATE SWAPS | $646,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11533729 | TotalOfAmounts |
| Total Revenue | 104917680 | TotalRevenue |
| Total Expenses | 104707047 | TotalExpenses |
| Excess Or Deficit For Year | 210633 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6193747 | NetUnrealizedGLOnInvestments |
| Other | -$15,438 | OtherAmount |
| Total Adjustments | 6178309 | TotalAdjustments |
| Excess Or Deficit Per FS | 6388942 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 73183519 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6193747 | NetUnrealizedGainsInvestments |
| Other Revenues | 12661 | OtherRevenues |
| Revenue Not Rptd F990 | 6206408 | RevenueNotRptdF990 |
| Revenue Subtotal | 66977111 | RevenueSubtotal |
| Other Revenues Not Included | 37940569 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37940569 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 104917680 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 66794577 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 28099 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 28099 | ExpensesNotRptdF990 |
| Expenses Subtotal | 66766478 | ExpensesSubtotal |
| Other Expenses Not Included | 37940569 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37940569 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 104707047 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | THE ART COLLECTION REPRESENTS HUNDREDS OF PIECES OF ART WORK, PAINTINGS, AND SCULPTURES DONATED TO THE UNIVERSITY OVER THE PAST 75 YEARS. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | DONOR-RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE HELD IN PERPETUITY, WITH THE EARNINGS THEREOF USED FOR THE STATED PURPOSE DEFINED IN THE GIFT INSTRUMENTS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTEDTO BE TAKEN IN A TAX RETURN. TAX BENEFITS WILL BE RECOGNIZED ONLY IF THE TAX POSITION IS CONSIDERED MORE-LIKELY-THAN-NOT TO BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO BENEFIT IS RECORDED. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL TAXING AUTHORITIESFOR YEARS PRIOR TO JUNE 30, 2007. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITA TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE UNIVERSITY RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE UNIVERSITY DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2011 AND 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Financial aid or assistance from a governmental agency | Identifier |
| Return Reference | Schedule E, Line 6a | ReturnReference |
| Explanation | IN ORDER TO PROVIDE STUDENTS WITH ADEQUATE FINANCIAL AID PACKAGES, THE UNIVERSITY PARTICIPATES IN BOTH FEDERAL AND STATE FINANCIAL AID PROGRAMS. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 6459000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 6459000 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STUDENT WORK AWARDS | 299 | 403614 |
| SCHOLARSHIPS | 2236 | 32114104 |
| STUDENT LOAN CANCELLATIONS | 0 | 12201 |
| FEDERAL PELL GRANT PROGRAM | 1353 | 4825985 |
| FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS | 295580 | |
| COLLEGE WORK-STUDY PROGRAMS | 223 | 289084 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | ALL GRANT EXPENDITURES ARE REVIEWED BY THE GRANT ACCOUNTANT FOR REASONABLENESS, ALLOWABLE EXPENDITURES, AND COMPLIANCE TO THE GRANT REGULATIONS AND CRITERIA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JOHN BALOG | |||||||||||||
| 137213 | 0 | 0 | 0 | 0 | 0 | 8252 | 0 | 7076 | 0 | 152541 | 0 | 0 | 0 |
| DR KERRY ROMESBURG | |||||||||||||
| 292218 | 0 | 12500 | 0 | 0 | 0 | 61194 | 0 | 7333 | 0 | 373245 | 0 | 0 | 0 |
| DR LOIS BECKER | |||||||||||||
| 182513 | 0 | 0 | 0 | 0 | 0 | 11656 | 0 | 10392 | 0 | 204561 | 0 | 0 | 0 |
| GEORGE SCADUTO | |||||||||||||
| 180916 | 0 | 15000 | 0 | 0 | 0 | 10824 | 0 | 1312 | 0 | 208052 | 0 | 0 | 0 |
| TERRY WHITTUM | |||||||||||||
| 177983 | 0 | 0 | 0 | 0 | 0 | 1163 | 0 | 9959 | 0 | 189105 | 0 | 0 | 0 |
| C ALLEN VERLANDER JR | |||||||||||||
| 169518 | 0 | 27375 | 0 | 0 | 0 | 5629 | 0 | 10317 | 0 | 212839 | 0 | 0 | 0 |
| KERWIN BELL | |||||||||||||
| 196903 | 0 | 50000 | 0 | 0 | 0 | 12180 | 0 | 10421 | 0 | 269504 | 0 | 0 | 0 |
| MICHAEL HOWLAND | |||||||||||||
| 146330 | 0 | 0 | 0 | 14300 | 0 | 8588 | 0 | 8631 | 0 | 177849 | 0 | 0 | 0 |
| JON WARREN | |||||||||||||
| 183123 | 0 | 33217 | 0 | 0 | 0 | 11571 | 0 | 13384 | 0 | 241295 | 0 | 0 | 0 |
| MARK ALARBI | |||||||||||||
| 196043 | 0 | 197635 | 0 | 0 | 0 | 0 | 0 | 7712 | 0 | 401390 | 0 | 0 | 0 |
| JOHN RUMBLE | |||||||||||||
| 135782 | 0 | 71763 | 0 | 0 | 0 | 8072 | 0 | 847 | 0 | 216464 | 0 | 0 | 0 |
| ZHANG XINGZHONG | |||||||||||||
| 133564 | 0 | 37172 | 0 | 0 | 0 | 1430 | 0 | 9019 | 0 | 181185 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | MICHAEL HOWLAND RECEIVD A TAXABLE HOUSING ALLOWANCE AS PART OF HIS EMPLOYMENT CONTRACT. THIS BENEFIT IS SCHEDULED TO EXPIRE ON JANUARY 31, 2012. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | PRESIDENT ROMESBURG PARTICIPATES IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. THIS PLAN IS ADMINISTERED THROUGH TIAA-CREF. TOTAL FOR THE YEAR WAS $43,710. |
| Compensation contingent on revenues of the organization | Schedule J, Part I, Line 5a | A PORTION OF KERWIN BELL'S (HEAD FOOTBALL COACH) BONUS COMPENSATION PAYMENT IN 2010 IS BASED ON A PERCENTAGE SHARING AGREEMENT WHEREBY CONTRACTED GUARANTEE REVENUE PAYMENTS FOR THE UNIVERSITY TO PLAY CERTAIN NATIONAL PROFILE FOOTBALL PROGRAMS EXCEEDS A MINIMUM BASELINE REVENUE LEVEL ESTABLISHED BY THE UNIVERSITY. |
| Compensation contingent on net earnings of the organization | Schedule J, Part I, Line 6a | THE BONUS COMPENSATION PAYMENTS FOR DR. MARK ALARBI, DR. JOHN RUMBLE, AND DR. ZHANG XINGZHONG REPRESENT CONTRACTUAL AGREEMENTS THAT PROVIDE THESE ORTHODONTICS PROGRAM FACULTY MEMBERS ADDITIONAL COMPENSATION FOR A PERCENTAGE OF THE NET ACCUAL OPERATIONAL EARNINGS GENERATED BY THE UNIVERSITY'S ORTHODONTIC CLINIC. THE UNIVERSITY OPERATES A VERY SUCCESSFUL, HIGH CUSTOMER VOLUME, ORTHODONTIC TEACHING CLINIC THAT SERVES THE DENTAL NEEDS OF THE LOCAL COMMUNITY WHILE PROVIDING THE NECESSARY CLINICAL TRAINING FOR STUDENTS ATTENDING THE UNIVERSITY'S ACCREDITED ORTHODONTIC PROFESSIONAL CERTIFICATION PROGRAM. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEFFA (FL) REV BD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 34073TBB2 | CUSIPNumber |
| Date Issued | 2006-10-01 | DateIssued |
| Issue Price | 63000000 | IssuePrice |
| Description Of Purpose | HIGHER EDUCATION BONDS | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1350000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 64573279 | TotalProceeds |
| Amount In Reserve Fund | 3876714 | AmountInReserveFund |
| Capitalized Interest | 2139371 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 769742 | IssuanceCostsFromProceeds |
| Credit Enhancement | 2253194 | CreditEnhancement |
| Working Capital Expenditures | 9315581 | WorkingCapitalExpenditures |
| Capital Expenditures | 31222132 | CapitalExpenditures |
| Other Spent Proceeds | 14122297 | OtherSpentProceeds |
| Amount Unspent | 874248 | AmountUnspent |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.0000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCHBANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 29.7 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | true | HedgeTerminated |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACHOVIAWELLS FARGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 29.5 | TermOfGIC |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ARBITRAGE/REBATE | SCHEDULE K-PART IV; LINE 1 | ARBITRAGE REBATE CALCULATIONS HAVE BEEN PERFORMED AS OF 12/1/2008 AND 11/21/2011 BUT WERE NOT FILED BECAUSE NO REBATE WAS DUE TO BE PAID. |
| HEDGE (SWAP/REVERSE SWAP) | SCHEDULE K - PART IV, LINES 3A-E | WITH RESPECT TO THE BOND ISSUE, THERE IS A SWAP WITH MERRILL LYNCH/BANK OF AMERICA THAT WAS ISSUED AT THE TIME OF THE CLOSING DATED 10-12-2006, WITH A SCHEDULED TERMINATION DATE OF 6-26-2036 (A TERM OF 29.7 YEARS FROM THE ORIGINAL DATE OF ISSUANCE, OR 25.0 YEARS FROM THE END OF THE FISCAL YEAR, 6-30-11). IN ADDDITION, A REVERSE SWAP WITH MERRILL LYNCH/BANK OF AMERICA WAS ENTERED INTO ON 12-10-2008 WITH A SCHEDULED TERMINATION DATE OF 6-26-2036 (A TERM OF 27.5 YEARS FROM THE DATE OF ISSUANCE, OR 25.0 YEARS FROM THE END OF THE FISCAL YEAR, 6-30-11). BOTH OF THE ABOVE HEDGES WERE PARTIALLY TERMINATED ON 1-26-2011, REDUCING THE NOTIONAL AMOUNT OUTSTANDING FROM $ 61,650,000 DOWN TO $ 2,160,000. SUBSEQUENT TO YEAR END, BOTH OF THE ABOVE HEDGES HAVE BEEN TERMINATED COMPLETELY (AS OF 11-21-11). |
| TERM OF GIC | SCHEDULE K - PART IV ARBITRAGE; LINE 4 (C) | THE GIC WITH WACHOVIA/WELLS FARGO DATED 2/1/2007 HAD A MATURITY DATE OF 7/1/2036 (29.5 YEARS FROM THE DATE OF ISSUANCE), OR 25.0 YEARS FROM THE FISCAL YEAR END, 6.30.2011. SUBSEQUENTLY, THE FORWARD DELIVERY AGREEMENT WAS TERMINATED ON 11.21.2011 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 80000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1285 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV RECORDED AT $1 PER ITEM ON AFS | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22535 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 160284 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 425000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 141 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MISCELLANEOUS FURNITURE AND EQUIPMENT | 11 | 18444 | MARKET VALUE |
| X | GIFT CERTIFICATES | 46 | 16960 | MARKET VALUE |
| X | MISCELLANEOUS ITEMS DONATED FOR RAFFLES | 25 | 276 | MARKET VALUE |
| X | PRINTING OF BROCHURES | 1 | 1320 | MARKET VALUE |
| X | TRAVEL | 3 | 4442 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION STATEMENT | FORM 990, PART III, LINE 1 | (CONTINUED FROM PART III) THE UNIVERSITY SERVES AN ETHNICALLY AND GEOGRAPHICALLY DIVERSE, PREDOMINANTLY UNDERGRADUATE STUDENT BODY, AS WELL AS ADULT LEARNERS IN SELECTED UNDERGRADUATE AND GRADUATE PROGRAMS. OUR LEARNING COMMUNITY PROVIDES PERSONALIZED SERVICE, CLOSE STUDENT-FACULTY INTERACTION, AND AN EXTENSIVE ARRAY OF EDUCATIONAL AND CO-CURRICULAR PROGRAMS. WE EMPHASIZE ENGAGED LEARNING, THE INTEGRATION OF THINKING WITH DOING, AND THE COMBINATION OF PROFESSIONAL PREPARATION WITH A STRONG LIBERAL ARTS FOUNDATION. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11a | THE UNIVERSITY EMPLOYS THE ASSISTANCE OF EXTERNAL TAX ADVISORS IN PREPARATION OF ITS 990 TAX RETURN. THE CONTENT INFORMATION FOR THE RETURN IS PROVIDED BY THE CONTROLLER OF THE UNIVERSITY. THE CONTROLLER AND EXTERNAL TAX ADVISORS WORK COLLECTIVELY TO ACCURATELY COMPLETE THE RETURN IN A TIMELY FASHION. THE FINAL REVIEW OF THE RETURN IS DONE BY THE UNIVERSITY'S CHIEF FINANCIAL OFFICER AND IS ALSO MADE AVAILABLE FOR REVIEW (IF REQUESTED) BY OTHER KEY EXECUTIVES OF THE UNIVERSITY AS WELL AS ALL MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE UNIVERSITY REQUIRES ON AN ANNUAL BASIS WRITTEN CONFIRMATION FROM ALL EXECUTIVE STAFF AND BOARD OF TRUSTEES' MEMBERS FULL & COMPLETE ACKNOWLEDGEMENT OF COMPLIANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. THE UNIVERSITY'S PURCHASING POLICIES & PROCEDURES ALSO ENSURE THAT ALL PURCHASING DECISIONS ARE EVALUATED ON A STRINGENT QUALITY AND COST/BENEFIT PROCESS THAT IS NOT INFLUENCED BY POTENTIAL RELATED PARTY OF CONFLICT OF INTEREST. INDIVIDUALS ARE PROHIBITED FROM VOTING ON ANY MATTER WHERE A CONFLICT OF INTEREST EXISTS. IF AN INDIVIDUAL IS UNSURE WHETHER A CONFLICT EXISTS OR NOT, THEY MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE MATTER VIA VOTE. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE UNIVERSITY DETERMINES ITS ANNUAL COMPENSATION FOR ALL EXECUTIVE, SENIOR LEVEL AND KEY EMPLOYEES ON A CONSISTENT BASIS THROUGH THE USE OF INDEPENDENT, COMPARATIVE COMPENSATION DATA FROM PEER INSTITUTIONS OF SIMILAR SIZE AND COMPLEXITY. THE EMPLOYMENT CONTRACTS OF THE UNIVERSITY'S PRESIDENT AND OTHER KEY SENIOR OFFICERS AND EMPLOYEES ARE ALSO REVIEWED AND APPROVED BY A SELECT GROUP OF BOARD OF TRUSTEE'S MEMBERS. THE EVALUATION IS PERFORMED ANNUALLY, THE LAST TIME BEING MARCH 2011. EVIDENCE OF DELIBERATION AND DECISION IS CONTAINED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | COPIES OF THE ORGANIZATION'S FORM 990 AND RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE OFFICE OF THE CONTROLLER AT THE UNIVERSITY'S ADDRESS OF RECORD. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 6206408; CHANGE IN PERKINS LIABILITY - -28099; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE UNIVERSITY CLINIC LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 UNIVERSITY BOULEVARD NORTH | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043648158 | EIN |
| Primary Activities | ORTHODONTIC CLINIC OPERATIONS | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 1107451 | TotalIncome |
| EOY Assets | 59606 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |