UNIVERSITY OF WEST FLORIDA FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WEST FLORIDA FOUNDATION INC (EIN 59-6166292)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-21
- IRS object ID
- 201230819349300443
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-21T18:09:58-05:00 | 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 | SALTMARSH CLEAVELAND & GUND | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVENUE | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 32501 | 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 | 596166292 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WEST FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 8504743118 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PKWY BLDG 12 | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 325145732 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERI POPE | Name |
| Title | DIRECTOR | Title |
| Phone | 8504742487 | Phone |
| Date Signed | 2012-03-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MOLLY MURPHY CPA | Name |
| Phone | 8504358300 | Phone |
| Date Prepared | 2012-03-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHERI POPE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PKWY BLDG 12 | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 325145732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31238697 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWF.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | -5278 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5278 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2939498 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2916218 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7835364 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9143076 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2121285 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2847591 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24460 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27400 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12920607 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14934285 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 920001 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 956273 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2536569 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2601805 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 12997 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 44471 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 186669 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8076234 | OtherExpensePriorYear |
| Other Expenses Current Year | 12099459 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11545801 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15702008 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1374806 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -767723 | RevenuesLessExpensesCY |
| Total Assets BOY | 117644314 | TotalAssetsBOY |
| Total Assets EOY | 136083409 | TotalAssetsEOY |
| Total Liabilities BOY | 47415003 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61238526 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 70229311 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 74844883 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SOLICITING, RECEIVING, AND ADMINISTERING GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES ALL FOR THE ADVANCEMENT OF THE UNIVERSITY OF WEST FLORIDA (UWF). TO PROMOTE AND SUPPORT EDUCATION AND EDUCATION FACILITIES, INCLUDING HOUSING AT UWF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8734347 | Expense |
| Revenue | 9307554 | Revenue |
| Description | STUDENT HOUSING PROGRAM - THE UWF DEPARTMENT OF HOUSING AND RESIDENCE LIFE PROVIDES HOUSING FOR APPROXIMATELY 15.5%, I.E., OVER 1,865 STUDENTS AND 58 STUDENT STAFF, OF THE UNIVERSITY'S STUDENT BODY. OCCUPANCY OF DORMS IS CONSISTENTLY MAINTAINED AT 100%. IN ADDITION TO RESIDENTIAL SERVICES, HOUSING OFFERS OVER 2,000 EDUCATIONAL AND SOCIAL PROGRAMS DESIGNED TO ENHANCE THE STUDENTS' LEARNING ENVIRONMENT AS WELL AS ENRICH THE STUDENTS' COLLEGE EXPERIENCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 783241 | Expense |
| Grants | 783241 | Grants |
| Description | STUDENT SCHOLARSHIP PROGRAM: THE UWF FOUNDATION AWARDED MORE THAN $1,142,593 IN SCHOLARSHIPS TO 962 UWF STUDENTS. THESE SCHOLARSHIPS HELPED TO ENSURE THOSE STUDENTS GAINED A HIGHER EDUCATION. ONE OF THE NEWER SCHOLARSHIPS PROMOTED DURING THE YEAR WAS THE FIRST GENERATION SCHOLARSHIP. THIS SCHOLARSHIP ENABLES STUDENTS, WHO ARE FIRST GENERATION IN THEIR FAMILY TO ATTEND COLLEGE, TO BE ABLE TO AFFORD COLLEGE TUITION. THE FOUNDATION RAISED AND AWARDED $212,000 OF FIRST GENERATION SCHOLARSHIPS DURING THE YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 510563 | Expense |
| Description | EMINENT SCHOLARS AND PROFESSORSHIPS: THE UWF FOUNDATION HAD 2 EMINENT SCHOLARS AND 3 DISTINGUISHED PROFESSORS DURING THE FISCAL YEAR. THESE PROFESSORSHIPS HELPED TO ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY BY HAVING DISTINGUISHED AND SPECIALIZED PROFESSORS TEACH STUDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1852745 | Expense |
| Grants | 173032 | Grants |
| Revenue | 60704 | Revenue |
| Description | ALL OTHER PROGRAMS: THE UWF FOUNDATION HAS AGENCY ACCOUNTS WHICH SUPPORT THE MISSION OF CERTAIN DEPARTMENTS AND COLLEGES WITHIN THE UNIVERSITY. THESE ACCOUNTS PRIMARILY CONSIST OF DONATED FUNDS TO HELP SUPPORT FACULTY SALARIES, STUDENT SCHOLARSHIPS, LEARNING ENVIRONMENTS, PROFESSIONAL DEVELOPMENT, AND LECTURES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1852745 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 173032 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 60704 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 11880896 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 54 | 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 | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | LocalChapters |
| 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| 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 | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | 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 | SHERI POPE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8504743380 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PKWY BLDG 12 | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 32514 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 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 |
|---|---|---|---|---|---|---|---|---|
| MARNY GILLULY | ||||||||
| BOARD OF TRUSTEES REPRESENTATIVE | 0.20 | X | 0 | 0 | 0 | |||
| SUSAN CRUZ | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| LAVERNE BAKER | ||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |||
| DAVID CLEVELAND | ||||||||
| DIRECTOR, PAST PRESIDENT | 0.40 | X | 0 | 0 | 0 | X | ||
| BRIAN HAUGEN | ||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |||
| TIM HAAG | ||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |||
| PATRICIA DENKLER | ||||||||
| PRESIDENT | 0.40 | X | 0 | 0 | 0 | X | ||
| THE HONORABLE CASEY RODGERS | ||||||||
| SECRETARY | 0.10 | X | 0 | 0 | 0 | X | ||
| C RAY JONES | ||||||||
| VICE PRESIDENT | 0.50 | X | 0 | 0 | 0 | X | ||
| JUDY BYRNE RILEY | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| DENNIS LARRY | ||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD SANFILIPPO | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| BRETT SHAW | ||||||||
| TREASURER | 0.20 | X | 0 | 0 | 0 | X | ||
| WAYNE WILLIAMS | ||||||||
| DIRECTOR | 0.60 | X | 0 | 0 | 0 | |||
| DR JUDITH A BENSE | ||||||||
| DIRECTOR, PRESIDENT OF UWF | 0.20 | X | 0 | 220680 | 54272 | X | ||
| MICHELLE ANCHORS | ||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |||
| RICK FOUNTAIN | ||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |||
| JOHN MCGEE | ||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD PETERSON | ||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |||
| STEVE RIGGS | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| BRIAN WYER | ||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |||
| JIM DONATELLI | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| JOHN HUTCHINSON | ||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |||
| DEBBIE RITCHIE | ||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |||
| SAVANNAH LEWIS | ||||||||
| SGA REPRESENTATIVE | 0.10 | X | 0 | 0 | 0 | |||
| GORDON SPRAGUE | ||||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |||
| PAT WENTZ | ||||||||
| DIRECTOR, FACULTY SENATE REPRESENTATIVE | 0.10 | X | 0 | 109752 | 22811 | |||
| CAROLINE HARTNETT | ||||||||
| ALUMNI BOARD REPRESENTATIVE | 0.20 | X | 0 | 0 | 0 | |||
| SUSAN STEPHENSON | ||||||||
| EXECUTIVE DIRECTOR | 8.00 | 0 | 102877 | 17183 | X | |||
| SHERI POPE | ||||||||
| DIRECTOR OF THE FOUNDATION | 40.00 | 0 | 55147 | 5756 | X | |||
| JEFFREY DJERLEK | ||||||||
| ASSISTANT DIRECTOR | 40.00 | 0 | 41973 | 10162 | X | |||
| DR CHULA KING | ||||||||
| PROVOST OF THE UNIVERSITY | 0.00 | 0 | 203683 | 34937 | X | |||
| DR HAROLD M WHITE JR | ||||||||
| EXECUTIVE VICE PRESIDENT O | 0.00 | 0 | 196454 | 26926 | X | |||
| DR MORRIS L MARX | ||||||||
| PROFESSOR MATHEMATICS & ST | 0.00 | 0 | 172164 | 30086 | X | |||
| DR FRANK E RANELLI | ||||||||
| DEAN OF THE COLLEGE OF BUS | 0.00 | 0 | 174741 | 25244 | X | |||
| DR JOHN F AZZARETTO | ||||||||
| FACULTY | 0.00 | 0 | 164259 | 29474 | X | |||
| DR ROBERT FAHNESTOCK | ||||||||
| PROFESSOR, ACCOUNTING | 0.00 | 0 | 184433 | 20666 | X | |||
| DR JAMES HASSELBACK | ||||||||
| EMINENT SCHOLAR | 0.00 | 0 | 163615 | 29073 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1789778 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 306590 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE HASKELL COMPANY | |||||
| 111 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32202 | CONSTRUCTION OF HERITAGE HALL | 3207093 |
| SOUTHWEST CONTRACT | |||||
| 17 PROFESSIONAL DRIVE | TEMPLE | TX | 76504 | FURNITURE FOR HERITAGE HALL | 478566 |
| JANI-KING | |||||
| 5528 N DAVIS HIGHWAY SUITE G | PENSACOLA | FL | 32504 | JANITORIAL SERVICES | 395286 |
| MORRETTE | |||||
| 1701 W GARDEN STREET | PENSACOLA | FL | 32501 | MINOR CONSTRUCTION | 257314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 2660 | FundraisingEvents |
| All Other Contributions | 2913558 | AllOtherContributions |
| Noncash Contributions | 254171 | NoncashContributions |
| Total Contributions | 2916218 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME - HOUSIN | 721310 | 8875238 | 8875238 |
| RENTAL INCOME - OTHER | 900099 | 220588 | 220588 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9143076 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1422733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 211728 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,211,005 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13502 | TotalRevenueColumn |
| Exclusion | $13,502 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17723892 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16299034 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1424858 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1424858 | TotalRevenueColumn |
| Exclusion | $1,424,858 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11100 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2660 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 5378 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5722 | TotalRevenueColumn |
| Exclusion | $5,722 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISC. REVENUE-RELATED- | 900099 | 13454 | 13454 | |
| LOSS FROM PARTNERSHIP | 523000 | -5278 | -5278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8176 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14934285 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9368258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5278 | UnrelatedBusinessRevenue |
| Exclusion | $2,655,087 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956273 | Total |
| Program Services | 956273 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2601805 | Total |
| Program Services | 2259062 | ProgramServices |
| Management And General | 305095 | ManagementAndGeneral |
| Fundraising | 37648 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11678 | Total |
| Program Services | 7030 | ProgramServices |
| Management And General | 4648 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52500 | Total |
| Program Services | 23500 | ProgramServices |
| Management And General | 29000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55150 | Total |
| Management And General | 55150 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44471 | Total |
| Fundraising | 44471 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318272 | Total |
| Management And General | 318272 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456837 | Total |
| Program Services | 393391 | ProgramServices |
| Management And General | 60648 | ManagementAndGeneral |
| Fundraising | 2798 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316646 | Total |
| Program Services | 227736 | ProgramServices |
| Management And General | 51993 | ManagementAndGeneral |
| Fundraising | 36917 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356044 | Total |
| Program Services | 285676 | ProgramServices |
| Management And General | 24258 | ManagementAndGeneral |
| Fundraising | 46110 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041925 | Total |
| Program Services | 1011716 | ProgramServices |
| Management And General | 30209 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284870 | Total |
| Program Services | 219468 | ProgramServices |
| Management And General | 55087 | ManagementAndGeneral |
| Fundraising | 10315 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46570 | Total |
| Program Services | 31954 | ProgramServices |
| Management And General | 13168 | ManagementAndGeneral |
| Fundraising | 1448 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401874 | Total |
| Program Services | 2401872 | ProgramServices |
| Management And General | 2 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1938531 | Total |
| Program Services | 1936680 | ProgramServices |
| Management And General | 1851 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237614 | Total |
| Program Services | 223269 | ProgramServices |
| Management And General | 14345 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UNIVERSITY/STAFF SUPPOR | 2811687 | 163260 | 2648427 | |
| REPAIR/MAINTENANCE/SUPP | 878265 | 876314 | 1552 | 399 |
| HOUSING RELATED EXPENSE | 789629 | 789629 | ||
| BAD DEBT EXPENSE | 30269 | 33806 | -3537 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71098 | Total |
| Program Services | 40260 | ProgramServices |
| Management And General | 24275 | ManagementAndGeneral |
| Fundraising | 6563 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15702008 | Total |
| Program Services | 11880896 | ProgramServices |
| Management And General | 3634443 | ManagementAndGeneral |
| Fundraising | 186669 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4071182 | BOY |
| EOY | 2693854 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18721871 | BOY |
| EOY | 26457350 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1886640 | BOY |
| EOY | 1627661 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389973 | BOY |
| EOY | 152040 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100561 | BOY |
| EOY | 100581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 56540115 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14756469 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37729709 | BOY |
| EOY | 41783646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37837283 | BOY |
| EOY | 47200305 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12557346 | BOY |
| EOY | 13882921 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4349749 | BOY |
| EOY | 2185051 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117644314 | BOY |
| EOY | 136083409 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3709086 | BOY |
| EOY | 2444117 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43495392 | BOY |
| EOY | 58587664 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210525 | BOY |
| EOY | 206745 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47415003 | BOY |
| EOY | 61238526 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10620588 | BOY |
| EOY | 10261095 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15575649 | BOY |
| EOY | 19068050 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44033074 | BOY |
| EOY | 45515738 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70229311 | BOY |
| EOY | 74844883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117644314 | BOY |
| EOY | 136083409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -767723 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5383295 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 3456286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6340266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2346122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2939498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2916218 | CurrentTaxYear |
| Total | 17998390 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3456286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6340266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2346122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2939498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2916218 | CurrentTaxYear |
| Total | 17998390 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 17998390 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1489746 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1552377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2348371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1156203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1211005 | CurrentTaxYear |
| Total | 7757702 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76392 | CurrentTaxYear |
| Total | 547734 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26303826 | TotalSupport |
| Gross Receipts From Admissions Etc | 39221303 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66620 | 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
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 55150 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 55150 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11825746 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11880896 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 744045 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 186011 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 689830 | CurrentYearMinus3 |
| Current Year Minus2 | 711481 | CurrentYearMinus2 |
| Current Year Minus1 | 669858 | CurrentYearMinus1 |
| Current Year | 744045 | CurrentYear |
| Total | 2815214 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,222,821 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 60150 | CurrentYearMinus3 |
| Current Year Minus2 | 60150 | CurrentYearMinus2 |
| Current Year Minus1 | 60225 | CurrentYearMinus1 |
| Current Year | 55150 | CurrentYear |
| Total | 235675 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 172458 | CurrentYearMinus3 |
| Current Year Minus2 | 177870 | CurrentYearMinus2 |
| Current Year Minus1 | 167465 | CurrentYearMinus1 |
| Current Year | 186011 | CurrentYear |
| Total | 703804 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,055,706 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42891001 | BeginningOfYearBalance |
| Contributions | 1379922 | Contributions |
| Investment Earnings Or Losses | 10633089 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 632011 | GrantsOrScholarships |
| Other Expenditures | 1047701 | OtherExpenditures |
| Administrative Expenses | 931956 | AdministrativeExpenses |
| End Of Year Balance | 52292344 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39183437 | BeginningOfYearBalance |
| Contributions | 1169999 | Contributions |
| Investment Earnings Or Losses | 5032996 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 565859 | GrantsOrScholarships |
| Other Expenditures | 1031677 | OtherExpenditures |
| Administrative Expenses | 897895 | AdministrativeExpenses |
| End Of Year Balance | 42891001 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54255781 | BeginningOfYearBalance |
| Contributions | 1313613 | Contributions |
| Investment Earnings Or Losses | -12398267 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1004494 | GrantsOrScholarships |
| Other Expenditures | 1810024 | OtherExpenditures |
| Administrative Expenses | 1173172 | AdministrativeExpenses |
| End Of Year Balance | 39183437 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98590 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | 1454483 | InvestmentCostOrOtherBasis |
| Book Value | 1454483 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 52321990 | InvestmentCostOrOtherBasis |
| Depreciation | 14612130 | Depreciation |
| Book Value | 37709860 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 447557 | InvestmentCostOrOtherBasis |
| Depreciation | 144339 | Depreciation |
| Book Value | 303218 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2316085 | InvestmentCostOrOtherBasis |
| Book Value | 2316085 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41783646 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMINGLED FUNDS | 12433685 | F |
| PRIVATE EQUITY FUNDS | 780612 | F |
| REAL ESTATE INVESTMENT TRUST | 668624 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13882921 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST AGREEMENTS | Description |
| Amount | $206,745 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 206745 | TotalOfAmounts |
| Total Revenue | 14934285 | TotalRevenue |
| Total Expenses | 15702008 | TotalExpenses |
| Excess Or Deficit For Year | -767723 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8855614 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 841971 | PriorPeriodAdjustments |
| Other | -$4,314,290 | OtherAmount |
| Total Adjustments | 5383295 | TotalAdjustments |
| Excess Or Deficit Per FS | 4615572 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23791641 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8855614 | NetUnrealizedGainsInvestments |
| Other Revenues | 1742 | OtherRevenues |
| Revenue Not Rptd F990 | 8857356 | RevenueNotRptdF990 |
| Revenue Subtotal | 14934285 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14934285 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20018040 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4316032 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4316032 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15702008 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15702008 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | DURING THE TAX YEAR, THE FOUNDATION TRANSFERRED THE MUSEUM ARTIFACTS TO THE WEST FLORIDA HISTORIC PRESERVATION, INC., A DIRECT SERVICE ORGANIZATION OF THE UNIVERSITY OF WEST FLORIDA, AND EXPENSED THE ARTIFACTS AS UNIVERSITY SUPPORT. | |
| PART V, LINE 4: | THE INCOME FROM THE ENDOWMENT FUNDS IS TO BE USED FOR SCHOLARSHIPS, PROFESSORSHIPS, AND PROGRAMS OF THE UNIVERSITY OF WEST FLORIDA. ALL FUNDS ARE USED TO ADVANCE THE MISSION OF THE UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN INVESTMENT ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. WITH A FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEGINNING BEFORE 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN ESTIMATE -4,316,032. CHANGE IN S/I AGREEMENT 1,742. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN S/I AGREEMENT VALUE 1,742. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| LOSS FROM REFUNDED AND CANCELLED RESTRICTED CONTRIBUTIONS 4,316,032. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 19900 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENT | 12990000 | |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 7300 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 2500 |
| 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 | 13019700 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 13019700 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: GRANTS AND OTHER ASSISTANCE AWARDED TO INDIVIDUALS OUTSIDE THE UNITED STATES REPRESENTS STUDENT FINANCIAL AID. STUDENTS RECEIVING FINANCIAL AID ARE DETERMINED BY THE FOUNDATION GRANT COMMITTEE. THE COMMITTEE USES CRITERIA THAT ASSESSES ON THE BASE OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE OFFICE OF FINANCIAL AID AND THE FOUNDATION CONTINUOUSLY MONITOR STUDENT ELIGIBILITY FOR THESE AWARDS. | |
| OTHER INFORMATION | PART I, LINE 3: THE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD. | SCHEDULE F, PART V |
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 |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (5 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH G HAMBLETON | ||||||||
| 4669 MURPHY CANYON 100 | SAN DIEGO | CA | 92123 | UNDERWRITING | 0 | 42945 | 11540 | 31405 |
| CHARITABLE AUTO RESOURCES INC | ||||||||
| 1198 BAY COURT | DESTIN | FL | 32541 | VEHICLE DONATION | 1 | 31075 | 11576 | 19499 |
| ALEXANDER HAAS | ||||||||
| 3520 PIEDMON ROAD SUITE 300 | ATLANTA | GA | 30305 | FEASIBILITY STUDY | 0 | 0 | 25000 | 0 |
| EMOARCHITECTS INC | ||||||||
| 1126 THOMASVILLE ROAD | TALLAHASSEE | FL | 32303 | ATHLETIC FILM | 0 | 0 | 29250 | 0 |
| WILSON-BENNETT TECHNOLOGY | ||||||||
| 206 PLAZA BOULEVARD SUITE C | CABOT | AR | 72023 | PHONATHON | 0 | 0 | 30000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 74020 | TotalGrossReceipts |
| Total Retained By Contractors | 107366 | TotalRetainedByContractors |
| Total Net To Organization | 50904 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | ND | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE FOUNDATION CONTRACTS WITH CHARITABLE AUTO RESOURCES, INC. (CARS) (FEIN 20-0290042) TO OPERATE ITS VEHICLE DONATION PROGRAM. CARS ACTS AS THE FOUNDATION'S AUTHORIZED AGENT TO ACCEPT DONATED VEHICLES AND SELL THEM TO DEALERS, WHOLESALERS, OR AT AUCTIONS. UPON TRANSFER OF THE VEHICLE OWNERSHIP BY THE DONOR, CARS SENDS A DONATION RECEIPT TO THE DONOR. CARS PROVIDES PERTINENT DONOR AND VEHICLE INFORMATION TO THE FOUNDATION ON NO LESS THAN A MONTHLY BASIS. SUBSEQUENT TO THE SALE OF THE VEHICLE(S), CARS REMITS THE PROCEEDS, LESS COMMISSIONS, TO THE FOUNDATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 962 | NumberOfRecipients |
| Amount Of Cash Grant | 956273 | AmountOfCashGrant |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS AND GRANTS ARE AWARDED BY THE FOUNDATION THROUGH THE UNIVERSITY OF WEST FLORIDA (UWF). UWF ADHERES TO ANY APPLICABLE STATE AND FEDERAL GUIDELINES, AS WELL AS THE GUIDELINES FROM DONOR AGREEMENTS. THE FOUNDATION REIMBURSES UWF FOR AWARDS TO STUDENTS, THUS NO DIRECT PAYMENTS ARE MADE TO GRANT/SCHOLARSHIP RECIPIENTS FROM THE FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (8 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 JUDITH A BENSE | |||||||||||||
| 0 | 220680 | 0 | 0 | 0 | 0 | 0 | 47334 | 0 | 6938 | 0 | 274952 | 0 | 272174 |
| DR CHULA KING | |||||||||||||
| 0 | 203683 | 0 | 0 | 0 | 0 | 0 | 20393 | 0 | 14544 | 0 | 238620 | 0 | 245581 |
| DR HAROLD M WHITE JR | |||||||||||||
| 0 | 196454 | 0 | 0 | 0 | 0 | 0 | 20096 | 0 | 6830 | 0 | 223380 | 0 | 231304 |
| DR MORRIS L MARX | |||||||||||||
| 0 | 172164 | 0 | 0 | 0 | 0 | 0 | 18027 | 0 | 12059 | 0 | 202250 | 0 | 216797 |
| DR FRANK E RANELLI | |||||||||||||
| 0 | 174741 | 0 | 0 | 0 | 0 | 0 | 14007 | 0 | 11237 | 0 | 199985 | 0 | 201899 |
| DR JOHN F AZZARETTO | |||||||||||||
| 0 | 164259 | 0 | 0 | 0 | 0 | 0 | 17256 | 0 | 12218 | 0 | 193733 | 0 | 200679 |
| DR ROBERT FAHNESTOCK | |||||||||||||
| 0 | 184433 | 0 | 0 | 0 | 0 | 0 | 15258 | 0 | 5408 | 0 | 205099 | 0 | 0 |
| DR JAMES HASSELBACK | |||||||||||||
| 0 | 163615 | 0 | 0 | 0 | 0 | 0 | 16926 | 0 | 12147 | 0 | 192688 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | 1A. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - DR. JUDITH A. BENSE IS A MEMBER OF MCGUIRE'S IRISH POLITICIAN CLUB, A LOCAL RESTAURANT MEMBERSHIP GROUP. THE MEMBERSHIP IS USED FOR ENTERTAINING GUESTS OF THE UNIVERSITY OF WEST FLORIDA. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ESCAMIBA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2005 SERIES | |||||||
| 593010066 | 296120BJ6 | 2005-12-01 | 18290000 | TO REFUND THE 2002 DORMITORY REVENUE BONDS | 0 | 0 | 0 |
| ESCAMIBA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2009 SERIES | |||||||
| 593010066 | NONE00000 | 2009-04-24 | 15000000 | BANK LOAN TO FINANCE CONSTRUCTION OF STUDENT HOUSING | 0 | 0 | 0 |
| ESCAMIBA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2010 SERIES | |||||||
| 593010066 | NONE00000 | 2010-12-30 | 11717000 | REFUND THE 1998 DORMITORY REVENUE BONDS | 0 | 0 | 0 |
| ESCAMIBA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2011 SERIES | |||||||
| 593010066 | 296120CU0 | 2011-02-15 | 16189083 | DORMITORY REVENUE BONDS FOR CONSTRUCTION OF STUDENT HOUSING | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 18370470 | 17725312 | 310158 | 335000 | 1 | 1 | 1 | 1 | ||||
| 15000000 | 136000 | 0 | 0 | 1 | 1 | 1000000 | 969221 | 12894779 | 2010 | ||
| 11717000 | 11619336 | 97664 | 1 | 0 | 1 | 1 | |||||
| 16189083 | 316533 | 305318 | 0 | 0 | 1 | 1 | 260523 | 1769943 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 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 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 49 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31075 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | IMMEDIATE SALE OF ITEM | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 155107 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HIGH/LOW AVG @ D.O.G. | MethodOfDeterminingRevenues |
Collectibles Collectibles
| 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 (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSIC EQUIPMENT | 2 | 48095 | APPRAISED VALUE |
| X | ATHLETIC EQUIPMENT | 1 | 7433 | REPLACEMENT COST |
| X | LAB EQUIPMENT | 3 | 1000 | REPLACEMENT COST |
| X | COMPUTER EQUIPMENT | 24 | 11461 | REPLACEMENT COST |
| 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 (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE NUMBER OF ITEMS RECEIVED, EXCEPT FOR LINE 9, "SECURITIES - PUBLICLY TRADED," ARE REPORTED IN COLUMN (B). LINE 9 REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). |
| THIRD PARTY USE: | PART I, LINE 32B: | THE FOUNDATION CONTRACTS WITH CHARITABLE AUTO RESOURCES, INC. (CARS) (FEIN 20-0290042) TO OPERATE ITS VEHICLE DONATION PROGRAM. CARS ACTS AS THE FOUNDATION'S AUTHORIZED AGENT TO ACCEPT DONATED VEHICLES AND SELL THEM TO DEALERS, WHOLESALERS, OR AT AUCTIONS. UPON TRANSFER OF THE VEHICLE OWNERSHIP BY THE DONOR, CARS SENDS A DONATION RECEIPT TO THE DONOR. CARS PROVIDES PERTINENT DONOR AND VEHICLE INFORMATION TO THE FOUNDATION ON NO LESS THAN A MONTHLY BASIS. SUBSEQUENT TO THE SALE OF THE VEHICLE(S), CARS REMITS THE PROCEEDS, LESS COMMISSIONS, TO THE FOUNDATION. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | REVENUE FOR THE FOLLOWING NONCASH CONTRIBUTIONS WAS NOT REPORTED DUE TO THE COST OF AN APPRAISAL OR VALUATION EXCEEDING THE BENEFIT OF SAME AND NO READY MARKET EXISTING FOR THE SALE OF THE ITEM: PART I, LINE 18 - COLLECTIBLES: ORIENTAL ARTWORK AND CLOTHING IN ADDITION TO THE ABOVE NONCASH CONTRIBUTIONS, DONATIONS OF MARKETABLE SECURITIES RECEIVED AS PAYMENT ON PLEDGES ARE NOT INCLUDED ON LINE 9, "SECURITIES - PUBLICLY TRADED". THESE ARE CREDITED AGAINST THE PLEDGE RECEIVABLE RATHER THAN CURRENT YEAR CONTRIBUTION INCOME. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT OF THE FORM 990 IS PRESENTED TO ALL BOARD MEMBERS PRIOR TO THE MARCH BOARD MEETING. THE BOARD SUGGESTS EDITS. AFTER THE EDITS ARE MADE, THE ENTIRE BOARD APPROVES THE DOCUMENT FOR FILING. THE APPROPRIATE SIGNATURES ARE OBTAINED AND THE FORM 990 IS MAILED. | |
| ANNUALLY, EACH BOARD MEMBER RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN THE QUESTIONNAIRE. BOARD MEMBERS OR OFFICERS WHO HAVE DECLARED OR HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION OR BE PRESENT AT THE TIME OF THE VOTE. ANY PROPOSED TRANSACTION IN WHICH A CONFLICT OF INTEREST HAS BEEN DECLARED OR FOUND TO EXIST MUST BE APPROVED BY A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD OR THE APPROPRIATE COMMITTEE OF THE BOARD AFTER DISCLOSURE OF THE CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE UNIVERSITY OF WEST FLORIDA'S BOARD OF TRUSTEES DETERMINES AND APPROVES ALL COMPENSATION. THE DETERMINATION INCLUDES CONSIDERING COMPENSATION RELATIVE TO THE MARKET LEVEL FOR THE JOB FAMILY. CONSIDERATION MAY BE GIVEN TO SUBSTANTIAL, DIRECTLY RELATED EXPERIENCE AND COMPARABLE INTERNAL SALARIES, WHICH MAY INCLUDE FACTORS SUCH AS JOB PERFORMANCE AND LEVEL OF RESPONSIBILITY. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR WEBSITE AND UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| LARGE INCREASE TO GENERAL AND ADMINISTRATIVE EXPENSES: | DURING 2007, THE FOUNDATION ACCEPTED A NONCASH DONATION OF MUSEUM ARTIFACTS WITH AN APPRAISED VALUE OF APPROXIMATELY $2.6 MILLION. DURING 2011, THE FOUNDATION TRANSFERRED THE MUSEUM ARTIFACTS TO THE WEST FLORIDA HISTORIC PRESERVATION, INC., A DIRECT SUPPORT ORGANIZATION OF THE UNIVERSITY OF WEST FLORIDA, AND EXPENSED THE ARTIFACTS AS A GENERAL ADMINISTRATIVE EXPENSE OF UNIVERSITY SUPPORT. THIS TRANSACTION INFLATES THE NORMAL GENERAL AND ADMINISTRATIVE EXPENSES FOR THE YEAR ENDING 6/30/11. | PART IX, LINE 24 A, COLUMN C |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 8,855,614. PRIOR PERIOD ADJUSTMENTS: 841,971. CHANGE IN ESTIMATE -4,316,032. CHANGE IN S/I AGREEMENT 1,742. TOTAL TO FORM 990, PART XI, LINE 5: 5,383,295. | FORM 990, PART XI, LINE 5: |
| EXPLANTION FOR SIGNIFICANT CHANGES IN NET ASSETS | PRIOR PERIOD ADJUSTMENT: THE FINANCIAL STATEMENTS FOR 2010 HAVE BEEN RESTATED TO PROPERLY REFLECT PROPERTY AND EQUIPMENT AND EXPENSES RELATED TO HERITAGE HALL CAPITALIZED CONSTRUCTION INTEREST. THE EFFECT OF THE RESTATEMENT WAS TO DECREASE BOND INTEREST EXPENSES AND INCREASE PROPERTY AND EQUIPMENT BY $841,971, THUS INCREASING THE STUDENT HOUSING SYSTEM'S UNRESTRICTED NET ASSETS BY THE SAME AMOUNT. CHANGE IN ESTIMATE: CHANGE IN ESTIMATES REFLECTS DONOR REQUESTED REFUNDS FOR REVENUE RECORDED IN PRIOR YEARS. INFREQUENTLY, THE FOUNDATION MAY BE REQUIRED OR ASKED TO RETURN A CONTRIBUTION IF (A) IT IS UNABLE TO COMPLY WITH DONOR RESTRICTIONS OR THE DONOR HAS CHANGED HIS MIND, OR (B) THE NONPROFIT ORGANIZATION HAS RECEIVED A COURT ORDER REQUIRING IT TO RETURN THE CONTRIBUTION, AND (C) IN THE INFREQUENT CASE THAT A COURT ORDER IS RECEIVED REQUIRING THE RETURN OF CONTRIBUTIONS, THE REMAINING OUTSTANDING PLEDGES RECEIVED WILL BE CANCELLED. THE RETURN OF A RESTRICTED DONATION RECEIVED IN PRIOR YEARS IS RECORDED AS A LOSS IN THE RESTRICTED NET ASSET CLASS. | FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WEST FLORIDA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 UNIVERSITY PARKWAY | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 32514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592976783 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 115(1) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF WEST FLORIDA | ||
| K | 186669 | ACCRUAL ACCOUNTING |
| UNIVERSITY OF WEST FLORIDA (INCLUDED IN TOTAL OF O) | ||
| N | 0 | SEE BELOW |
| UNIVERSITY OF WEST FLORIDA | ||
| O | 2558608 | CHECKS CUT |
| UNIVERSITY OF WEST FLORIDA | ||
| Q | 97579 | PURCHASE PRICE |