FLORIDA GULF COAST UNIVERSITY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA GULF COAST UNIVERSITY FOUNDATION INC (EIN 65-0403969)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-16
- IRS object ID
- 202410169349301711
- Schema version
- 2022v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T09:48:19-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST JACKSON ST SUITE 1200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650403969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 2397454365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD CARRINGTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2397454365 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERARD | PersonFirstNm |
| Person Last | CARRINGTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA WENDLING | PreparerPersonNm |
| PTIN | P00536805 | PTIN |
| Phone | 8132511010 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE GREEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,411,465 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FGCU.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,525,853 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,416,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,280,842 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,761,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $807,475 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,454,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $281,142 | PYOtherRevenueAmt |
| CY Other Revenue | $315,945 | CYOtherRevenueAmt |
| PY Total Revenue | $25,895,312 | PYTotalRevenueAmt |
| CY Total Revenue | $29,949,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,398,390 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,996,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,238 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $474,266 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,854,192 | PYOtherExpensesAmt |
| CY Other Expenses | $6,032,074 | CYOtherExpensesAmt |
| PY Total Expenses | $20,282,820 | PYTotalExpensesAmt |
| CY Total Expenses | $22,028,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,612,492 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,920,861 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,718,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,699,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,488,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,379,522 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $162,230,220 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $183,319,682 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,589,800 | ExpenseAmt |
| Grant | $15,996,329 | GrantAmt |
| Revenue | $1,761,877 | RevenueAmt |
| Desc | THE FOUNDATION RECEIVES AND ADMINISTERS GIFTS AND BEQUESTS FOR EDUCATIONAL AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. THE FOUNDATION ALSO HOLDS PROPERTY FOR USE BY THE UNIVERSITY INCLUDING LAND USED BY THE COLLEGE OF ARTS AND SCIENCES FOR THE ENVIRONMENTAL STUDIES PROGRAMS, THE HOME OF THE FLORIDA GULF COAST UNIVERSITY VESTER MARINE SCIENCE AND ENVIRONMENTAL EDUCATION CENTER, AND LAND TO BE USED FOR THE UNIVERSITY'S FUTURE EXPANSION NEEDS. | Desc |
| Total Program Service Expenses | $20,589,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 190 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD CARRINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2397454365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MARTIN | |||||||||
| PRESIDENT | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $571,904 | $50,685 | ||
| CHARLES KETTEMAN | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAYELA ROSALES | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEURT PEET | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS VANOORT | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ACKERT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE ANTONUCCI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL BARKER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE BOY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CALL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY CASIMIR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH CATTI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRON COLLIER III | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MILLER COUSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT DIAMOND | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES EDWARDS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF FARAMO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY FRIDKIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FUMAGALLI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH GEIER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUDLEY GOODLETTE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HARTLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ONUR HAYTAC | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HOROWITZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES IDELSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KNUPP | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDINE LEGER-WETZEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD LESCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| W BERNARD LESTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LUCAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL MARKHAM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MCINTOSH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN MCINTYRE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD MORTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCIENNE PEARS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED PEZESHKAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRAVUS POPE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHONTRA POWELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN RIST | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN SCHAPPELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA SCOTT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE SEIDLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET SPROUL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SULICK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SWINDLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA TAYLOR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MYRA WILLIAMS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA WILLIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES WINTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBBIE ROEPSTORFF | |||||||||
| EX OFFICIO | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE GREEN | |||||||||
| EXECUTIVE DIRECTOR | 25.00 | 15.00 | Yes (X) | $0 | $264,237 | $45,852 | |||
| GERARD CARRINGTON | |||||||||
| CHIEF FINANCIAL OFFICER | 30.00 | 10.00 | Yes (X) | $0 | $152,538 | $34,415 | |||
| DAVID VAZQUEZ | |||||||||
| ASSISTANT TREASURER | 1.00 | 39.00 | $0 | $258,742 | $34,674 | Yes (X) | |||
| CINDY LEARNED | |||||||||
| ASSISTANT VICE PRESIDENT | 35.00 | 5.00 | $0 | $151,179 | $38,989 | Yes (X) | |||
| WILLIAM RICE | |||||||||
| SR. PHILANTHROPY OFFICER | 30.00 | 10.00 | $0 | $152,414 | $37,508 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,551,014 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $242,123 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OWEN AMES KIMBALL | |||||
| 11941 FAIRWAY LAKES DR | FORT MYERS | FL | 33913 | CONSTRUCTION | $450,579 |
| FLORIDIAN PARTNERS | |||||
| 108 SOUTH MONROE STREET | TALLAHASSEE | FL | 32301 | LOBBYING | $180,410 |
| ARTISTIC SCIENCE LLC | |||||
| 12621 TRADE WAY DR 5 | BONITA SPRINGS | FL | 34135 | LIGHT & SOUND PRODUCTION | $153,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $551,939 | FundraisingAmt |
| All Other Contributions | $25,864,746 | AllOtherContributionsAmt |
| Noncash Contributions | $387,986 | NoncashContributionsAmt |
| Total Contributions | $26,416,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FUNDRAISING ACTIVITIES | 900099 | $1,377,877 | $1,377,877 |
| FACILITY RENTAL | 531390 | $384,000 | $384,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,761,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $763,715 | TotalRevenueColumnAmt |
| Exclusion | $763,715 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,021,190 | SecuritiesAmt |
| Other | $4,890,395 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,953,213 | SecuritiesAmt |
| Other | $4,267,330 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,977 | SecuritiesAmt |
| Other | $623,065 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691,042 | TotalRevenueColumnAmt |
| Exclusion | $691,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $557,603 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $551,939 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $241,658 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,945 | TotalRevenueColumnAmt |
| Exclusion | $315,945 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,949,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,761,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,770,702 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,996,329 | TotalAmt |
| Program Services | $15,996,329 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528 | TotalAmt |
| Management And General | $528 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,133 | TotalAmt |
| Program Services | $40,205 | ProgramServicesAmt |
| Management And General | $64,928 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,082 | TotalAmt |
| Management And General | $240,082 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,227 | TotalAmt |
| Management And General | $140,227 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,077 | TotalAmt |
| Program Services | $1,178,173 | ProgramServicesAmt |
| Management And General | $127,859 | ManagementAndGeneralAmt |
| Fundraising | $5,045 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,285 | TotalAmt |
| Program Services | $48,594 | ProgramServicesAmt |
| Management And General | $3,296 | ManagementAndGeneralAmt |
| Fundraising | $6,395 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,187,543 | TotalAmt |
| Program Services | $947,689 | ProgramServicesAmt |
| Management And General | $169,234 | ManagementAndGeneralAmt |
| Fundraising | $70,620 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,443 | TotalAmt |
| Program Services | $39,191 | ProgramServicesAmt |
| Management And General | $13,054 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,386 | TotalAmt |
| Program Services | $76,227 | ProgramServicesAmt |
| Management And General | $4,691 | ManagementAndGeneralAmt |
| Fundraising | $468 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,081 | TotalAmt |
| Program Services | $655,926 | ProgramServicesAmt |
| Fundraising | $6,155 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,281,567 | TotalAmt |
| Program Services | $923,129 | ProgramServicesAmt |
| Management And General | $90,696 | ManagementAndGeneralAmt |
| Fundraising | $267,742 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,568 | TotalAmt |
| Management And General | $42,568 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,120 | TotalAmt |
| Program Services | $71,472 | ProgramServicesAmt |
| Management And General | $55,113 | ManagementAndGeneralAmt |
| Fundraising | $49,535 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAX | $1,402 | $1,402 | ||
| DUES AND SUBSCRIPTIONS | $319,503 | $1,563 | $290,572 | $27,368 |
| PROGRAM PRODUCTION | $285,997 | $285,997 | ||
| GIFTS/ACKNOWLEDGMENTS | $55,551 | $9,096 | $36,296 | $10,159 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,581 | TotalAmt |
| Fundraising | $30,581 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,028,403 | TotalAmt |
| Program Services | $20,589,800 | ProgramServicesAmt |
| Management And General | $964,337 | ManagementAndGeneralAmt |
| Fundraising | $474,266 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,704,178 | BOYAmt |
| EOY | $44,416,774 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,154,557 | BOYAmt |
| EOY | $5,491,093 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,275 | BOYAmt |
| EOY | $48,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,183,070 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,450,400 | BOYAmt |
| EOY | $4,183,070 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,811,666 | BOYAmt |
| EOY | $130,359,147 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,971 | BOYAmt |
| EOY | $817,235 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,462 | BOYAmt |
| EOY | $383,670 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,718,359 | BOYAmt |
| EOY | $185,699,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,177 | BOYAmt |
| EOY | $239,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,962 | BOYAmt |
| EOY | $2,140,502 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,139 | BOYAmt |
| EOY | $2,379,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,503,672 | BOYAmt |
| EOY | $13,697,141 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,726,548 | BOYAmt |
| EOY | $169,622,541 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,230,220 | BOYAmt |
| EOY | $183,319,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,718,359 | BOYAmt |
| EOY | $185,699,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,920,861 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,285,433 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$116,832 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,207,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,376,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,514,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,525,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,416,685 | CurrentTaxYearAmt |
| Total | $107,041,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,207,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,376,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,514,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,525,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,416,685 | CurrentTaxYearAmt |
| Total | $107,041,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,303,182 | SubstantialContributorsTotAmt |
| Public Support Total170 | $100,738,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $382,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,715 | CurrentTaxYearAmt |
| Total | $2,014,218 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $407,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,945 | CurrentTaxYearAmt |
| Total | $1,297,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $110,352,777 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,217,896 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $240,082 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $240,082 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | IN FY 2023, THE UNIVERSITY CONTINUED TO ENGAGE A THIRD-PARTY COMPANY (FLORIDIAN PARTNERS) TO ADVOCATE FOR FLORIDA GULF COAST UNIVERSITY IN TALLAHASSEE WITH THE FLORIDA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,836,988 | BeginningYearBalanceAmt |
| Contributions | $3,113,813 | ContributionsAmt |
| Investment Earnings Or Losses | $12,281,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,915,827 | OtherExpendituresAmt |
| End Year Balance | $121,316,201 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,309,034 | BeginningYearBalanceAmt |
| Contributions | $3,897,182 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,085,855 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,346,794 | OtherExpendituresAmt |
| Administrative Expenses | $1,936,579 | AdministrativeExpensesAmt |
| End Year Balance | $111,836,988 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,019,129 | BeginningYearBalanceAmt |
| Contributions | $4,961,456 | ContributionsAmt |
| Investment Earnings Or Losses | $29,547,621 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,549,394 | OtherExpendituresAmt |
| Administrative Expenses | $1,669,778 | AdministrativeExpensesAmt |
| End Year Balance | $129,309,034 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,547,577 | BeginningYearBalanceAmt |
| Contributions | $6,377,779 | ContributionsAmt |
| Investment Earnings Or Losses | $3,380,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,848,900 | OtherExpendituresAmt |
| Administrative Expenses | $1,437,863 | AdministrativeExpensesAmt |
| End Year Balance | $100,019,129 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,196,780 | BeginningYearBalanceAmt |
| Contributions | $1,049,802 | ContributionsAmt |
| Investment Earnings Or Losses | $6,176,900 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,527,982 | OtherExpendituresAmt |
| Administrative Expenses | $1,347,923 | AdministrativeExpensesAmt |
| End Year Balance | $94,547,577 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,183,070 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,183,070 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,183,070 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES PAYABLE | $683,190 |
| GIFT ANNUITIES | $1,457,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,140,502 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,219,296 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,285,433 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $124,826 | OtherRevenueAmt |
| Revenue Not Reported | $13,410,259 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,809,037 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $140,227 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $140,227 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,949,264 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,129,834 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $241,658 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $241,658 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,888,176 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $140,227 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $140,227 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,028,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 241,658. CHANGE IN GIFT ANNUITY -116,832. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 241,658. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT AT NEST | Event1Nm |
| Gross Receipts Event1 | $778,718 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $342,859 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $435,859 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,000 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $25,249 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,955 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $71,146 | OtherDirectExpensesEvent1Amt |
| Event2 | EAGLES GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $103,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $70,960 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $32,990 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $44,636 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $6,767 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $226,874 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $138,120 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $88,754 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $380 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,723 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $35,596 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $961 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $21,245 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,109,542 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $551,939 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $557,603 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,380 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,359 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,845 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,916 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $99,158 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $241,658 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $315,945 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 650753801 | RecipientEIN |
| IRC Section | 170(C)(1) | IRCSectionDesc |
| Cash Grant | $15,996,329 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOLARSHIPS AND SUPPORT FOR FLORIDA GULF COAST UNIVERSITY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF FLORIDA GULF COAST UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED INCLUDING CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MARTIN | ||||||||||||||
| PRESIDENT | $0 | $396,292 | $0 | $100,000 | $0 | $75,612 | $0 | $27,172 | $0 | $23,513 | $0 | $622,589 | $0 | $0 |
| KATHERINE GREEN | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $244,511 | $0 | $3,000 | $0 | $16,726 | $0 | $23,049 | $0 | $22,803 | $0 | $310,089 | $0 | $0 |
| DAVID VAZQUEZ | ||||||||||||||
| ASSISTANT TREASURER | $0 | $240,513 | $0 | $3,000 | $0 | $15,229 | $0 | $22,884 | $0 | $11,790 | $0 | $293,416 | $0 | $0 |
| CINDY LEARNED | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $0 | $146,796 | $0 | $3,000 | $0 | $1,383 | $0 | $17,046 | $0 | $21,943 | $0 | $190,168 | $0 | $0 |
| WILLIAM RICE | ||||||||||||||
| SR. PHILANTHROPY OFFICER | $0 | $147,163 | $0 | $3,000 | $0 | $2,251 | $0 | $17,216 | $0 | $20,292 | $0 | $189,922 | $0 | $0 |
| GERARD CARRINGTON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $148,330 | $0 | $3,000 | $0 | $1,208 | $0 | $14,123 | $0 | $20,292 | $0 | $186,953 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $387,986 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. TRADING VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS THE OFFICERS AND COMMITTEE CHAIRS ALONG WITH THE UNIVERSITY PRESIDENT AND BOARD OF TRUSTEES' DESIGNEE. THE FOUNDATION BYLAWS GIVE THE EXECUTIVE COMMITTEE AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS, EXCEPT FOR CHANGING THE ARTICLES OF INCORPORATION OR BYLAWS OR APPOINTING DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CFO PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOUNDATION BOARD MEMBERS ARE SUBJECT TO A CONFLICT OF INTEREST POLICY, AND ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF A CONFLICT IS DISCLOSED, THE EXECUTIVE DIRECTOR AND CHAIR OF THE COMMITTEE DISCUSS IT WITH THE DIRECTOR AND DETERMINE HOW IT SHOULD BE HANDLED. BOARD PRACTICE IS THAT A DIRECTOR WITH A CONFLICT WOULD ABSTAIN FROM VOTING OR DISCUSSING THE RELEVANT MATTER. KEY EMPLOYEES ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FORM 990 ARE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT ANNUITY -116,832. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753801 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 170(C)(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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