UNIVERSITY OF FLORIDA INVESTMENT CORPORATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FLORIDA INVESTMENT CORPORATION (EIN 20-1226494)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-04
- IRS object ID
- 201130949349300108
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-04T16:15:29-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Moore & Co PL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST Place | AddressLine1 |
| City | Gainesville | City |
| State | FL | State |
| ZIP Code | 326072063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201226494 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 3523921693 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 NW 6th Place 2nd floor | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 32607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | edward kelly | Name |
| Title | COO, Vice president | Title |
| Phone | 3523921693 | Phone |
| Date Signed | 2011-04-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol A Villemaire | Name |
| Phone | 3523781331 | Phone |
| Date Prepared | 2011-04-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Edward kelly | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 NW 6th Place 2nd floor | AddressLine1 |
| City | Gainesville | City |
| State | FL | State |
| ZIP Code | 32607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2161679 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UFICO.UFL.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | The purpose of this Corporation is to promote the educational purposes of the University of Florida by providing investment research, advice, counsel and management to and for the University of Florida Board of Trustees, a public body corporate, and such affiliated corporations as the Board of Trustees of the University of Florida may designate, provided that such organizations further the educational purposes of the University of Florida and are organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986, as now in force or hereafter amended. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2527078 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2158886 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10249 | InvestmentIncomePriorYear |
| Investment Income Current Year | 499 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2537327 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2159385 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1728864 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1596810 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 483665 | OtherExpensePriorYear |
| Other Expenses Current Year | 620931 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2212529 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2217741 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 324798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -58356 | RevenuesLessExpensesCY |
| Total Assets BOY | 2149678 | TotalAssetsBOY |
| Total Assets EOY | 2112603 | TotalAssetsEOY |
| Total Liabilities BOY | 1730022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1751303 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 419656 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 361300 | NetAssetsOrFundBalancesEOY |
| Mission Description | The purpose of this Corporation is to promote the educational purposes of the University of Florida by providing investment research, advice, counsel and management to and for the University of Florida Board of Trustees, a public body corporate, and such affiliated corporations as the Board of Trustees of the University of Florida may designate, provided that such organizations further the educational purposes of the University of Florida and are organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986, as now in force or hereafter amended. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1826051 | Expense |
| Revenue | 2158886 | Revenue |
| Description | The Organization provided investment research, advice, counsel and management to the University of Florida and four other direct support organizations of the University of Florida. During the year, the Organization managed assets of approximately $1,632,499,755 for these five organizations. | Description |
| Total Program Service Expense | 1826051 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMY HUMPHRIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3522731479 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 NW 6th Place 2nd floor | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 32607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| S ANDREW BANKS | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| David T Brown | |||||||
| board Member | 1.00 | X | 0 | 263834 | 32492 | ||
| jerry davis | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| matt fajack | |||||||
| board Member | 1.00 | X | 0 | 220427 | 36976 | ||
| robert gidel | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| alan pareira | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| J EDWARD POPPELL | |||||||
| board Member | 1.00 | X | 0 | 256379 | 42927 | ||
| earl powell | |||||||
| chairman | 1.00 | X | 0 | 0 | 0 | ||
| paul robell | |||||||
| board Member | 1.00 | X | 0 | 275635 | 46405 | ||
| william robinson | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| steven scott | |||||||
| board Member | 1.00 | X | 0 | 0 | 0 | ||
| MIKE SMITH | |||||||
| President | 40.00 | 464365 | 0 | 58705 | X | ||
| PETER LANDAUER | |||||||
| Executive Vice President | 40.00 | 262993 | 0 | 134167 | X | ||
| Edward Kelly | |||||||
| COO, Vice President | 40.00 | 142845 | 0 | 24604 | X | ||
| Julie baker | |||||||
| Highest Compensated Employ | 40.00 | 201987 | 0 | 109519 | X | ||
| Travis Shore | |||||||
| Highest Compensated Employ | 40.00 | 201740 | 0 | 105225 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1273930 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1016275 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 591020 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Management Fees | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 2158886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2158886 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2158886 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 433 | TotalRevenueColumn |
| Exclusion | $433 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2360 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2294 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 66 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66 | TotalRevenueColumn |
| Exclusion | $66 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2159385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2158886 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $499 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853868 | Total |
| Program Services | 651292 | ProgramServices |
| Management And General | 202576 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437382 | Total |
| Program Services | 393644 | ProgramServices |
| Management And General | 43738 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230052 | Total |
| Program Services | 207047 | ProgramServices |
| Management And General | 23005 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75508 | Total |
| Program Services | 67957 | ProgramServices |
| Management And General | 7551 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7547 | Total |
| Management And General | 7547 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22750 | Total |
| Management And General | 22750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274845 | Total |
| Program Services | 274845 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17760 | Total |
| Program Services | 15984 | ProgramServices |
| Management And General | 1776 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8720 | Total |
| Program Services | 8720 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141629 | Total |
| Program Services | 127466 | ProgramServices |
| Management And General | 14163 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74278 | Total |
| Program Services | 74278 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4818 | Total |
| Program Services | 4818 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47458 | Total |
| Management And General | 47458 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12196 | Total |
| Management And General | 12196 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Subscriptions | 4636 | 4636 |
| Misc Operating Expense | 2212 | 2212 |
| Memberships & Dues | 1601 | 1601 |
| Meals & Entertainment | 257 | 257 |
| Awards and Commendation | 224 | 224 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2217741 | Total |
| Program Services | 1826051 | ProgramServices |
| Management And General | 391690 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1054533 | BOY |
| EOY | 1048084 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17040 | BOY |
| EOY | 13577 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 274635 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 135419 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36688 | BOY |
| EOY | 139216 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041417 | BOY |
| EOY | 911726 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149678 | BOY |
| EOY | 2112603 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 691853 | BOY |
| EOY | 839577 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038169 | BOY |
| EOY | 911726 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1730022 | BOY |
| EOY | 1751303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419656 | BOY |
| EOY | 361300 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419656 | BOY |
| EOY | 361300 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149678 | BOY |
| EOY | 2112603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Florida | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596002052 | EIN |
| Type Of Organization | 2 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54247 | OtherCostOrOtherBasis |
| Depreciation | 10917 | Depreciation |
| Book Value | 43330 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131641 | OtherCostOrOtherBasis |
| Depreciation | 37358 | Depreciation |
| Book Value | 94283 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88747 | OtherCostOrOtherBasis |
| Depreciation | 87144 | Depreciation |
| Book Value | 1603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 139216 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Employee Retirment Plan Assets | 61737 |
| Management Fee Receivable | 849989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 911726 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred Compensation | $849,989 |
| Deferred Compensation - 457(b) plan | $61,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 911726 | TotalOfAmounts |
| Total Revenue | 2159385 | TotalRevenue |
| Total Expenses | 2217741 | TotalExpenses |
| Excess Or Deficit For Year | -58356 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -58356 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2159319 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2159319 | RevenueSubtotal |
| Other Revenues Not Included | 66 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 66 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2159385 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2217675 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -66 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -66 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2217741 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2217741 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 4b - Other Adjustments: | gain on sale of equipment included in expenses on financial statements: 66. |
| Part XIII, Line 2d - Other Adjustments: | Gain on sale of equipment included in revenues on tax return: -66. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David T Brown | |||||||||||||
| 0 | 163295 | 0 | 100500 | 0 | 39 | 0 | 21349 | 0 | 11143 | 0 | 296326 | 0 | 0 |
| matt fajack | |||||||||||||
| 0 | 210005 | 0 | 0 | 0 | 10422 | 0 | 23040 | 0 | 13936 | 0 | 257403 | 0 | 0 |
| J EDWARD POPPELL | |||||||||||||
| 0 | 241716 | 0 | 0 | 0 | 14663 | 0 | 28819 | 0 | 14108 | 0 | 299306 | 0 | 0 |
| paul robell | |||||||||||||
| 0 | 263391 | 0 | 0 | 0 | 12244 | 0 | 32128 | 0 | 14277 | 0 | 322040 | 0 | 0 |
| MIKE SMITH | |||||||||||||
| 268879 | 0 | 195486 | 0 | 0 | 0 | 48387 | 0 | 10318 | 0 | 523070 | 0 | 0 | 0 |
| PETER LANDAUER | |||||||||||||
| 157931 | 0 | 105062 | 0 | 0 | 0 | 122952 | 0 | 11215 | 0 | 397160 | 0 | 0 | 0 |
| Edward Kelly | |||||||||||||
| 130681 | 0 | 12164 | 0 | 0 | 0 | 14884 | 0 | 9720 | 0 | 167449 | 0 | 0 | 0 |
| Julie baker | |||||||||||||
| 136947 | 0 | 65040 | 0 | 0 | 0 | 108098 | 0 | 1421 | 0 | 311506 | 0 | 0 | 0 |
| Travis Shore | |||||||||||||
| 119229 | 0 | 82511 | 0 | 0 | 0 | 96139 | 0 | 9086 | 0 | 306965 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | The organization has a deferred compensation bonus plan which covers certain employees. Under this plan, a deferred bonus is paid which includes a discretionary component. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Organization's chief operating officer and controller will review the Form 990. Additionally, the audit committee of the Organization will receive, review and approve the Form 990 at a meeting of the audit committee. The audit committee will report to the board. |
| Form 990, Part VI, Section B, line 12c | All employees disclose quarterly to the Chief Operating Officer any potential conflicts of interest through signed statements. All board members disclose annually to the Chief Operating Officer any potential conflicts of interest through signed statements. The chief operating officer reviews these statements and addresses them appropriately. |
| Form 990, Part VI, Section B, line 15 | A compensation committee of the Board of Directors approves salaries for all employees. |
| Form 990, Part VI, Section C, line 19 | Federal law does not require that such documents be made publicly available unless they were included on a form that is publicly available (such as Form 1023 or 1024). We do not make our governing documents, policies, or financial statements directly available to the public. |
| Form 990, Part XI, line 2c | the process for the selection and supervision of the organization's independent auditor has remained consistent with the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFICO LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 NW 6th Place 2nd floor | AddressLine1 |
| City | Gainesville | City |
| State | FL | State |
| ZIP Code | 32607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | General Partner | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Florida | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 tigert hall | AddressLine1 |
| City | gainesville | City |
| State | FL | State |
| ZIP Code | 32611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596002052 | EIN |
| Primary Activities | University | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| florida private investments fund lp | ||||||||||
| 4510 nw 6th place | gainesville | FL | 32607 | 270277240 | invesment in other entities | DE | ufico llc | related | 0 | 1 |
| florida long term pool fund lp | ||||||||||
| 4510 nw 6th place | gainesville | FL | 32607 | 270277090 | invesment in other entities | DE | ufico llc | related | 0 | 1 |
| florida short-term fund lp | ||||||||||
| 4510 nw 6th place | gainesville | FL | 32607 | 270276790 | invesment in other entities | DE | ufico llc | related | 0 | 1 |
| 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 | 0 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Florida | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionType |
| Amount Involved | 129669 | AmountInvolved |