FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC: Form 990, tax year 2021
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- Organization
- FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC (EIN 59-0917284)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-15
- IRS object ID
- 202310749349300316
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-15T15:52:56-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PL | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326072063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590917284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA ATLANTIC UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 5612976144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD ADM 247 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER DELISIO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5612972892 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | DELISIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN KURDZIEL | PreparerPersonNm |
| PTIN | P00060407 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2023-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER DELISIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD ADM 247 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $276,524,415 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://FAUF.FAU.EDU/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT FLORIDA ATLANTIC UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,686,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,290,038 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $263,948 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,003 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,398,279 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,498,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | $867,368 | PYOtherRevenueAmt |
| CY Other Revenue | $1,419,677 | CYOtherRevenueAmt |
| PY Total Revenue | $44,215,838 | PYTotalRevenueAmt |
| CY Total Revenue | $79,320,542 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,833,402 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,684,991 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,726,030 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,243,777 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,158,502 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,597,110 | PYOtherExpensesAmt |
| CY Other Expenses | $15,863,917 | CYOtherExpensesAmt |
| PY Total Expenses | $22,247,742 | PYTotalExpensesAmt |
| CY Total Expenses | $33,810,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,968,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,509,857 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $393,420,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,051,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,152,671 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,507,741 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $385,267,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $362,544,027 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC. IS TO ENCOURAGE, PROMOTE, AND PROVIDE FUNDS AND OTHER RESOURCES FOR THE BENEFIT OF FLORIDA ATLANTIC UNIVERSITY (A PART OF THE FLORIDA STATE UNIVERSITY SYSTEM) IN FURTHERANCE OF ITS (CONTINUED ON SCHEDULE O) MISSIONS AND PURPOSES AND TO SECURE THE APPLICATION OF THESE FUNDS IN THE BEST MANNER ADAPTED TO THE CONDITIONS OF TIME AND TO THE NEEDS OF FAU. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,468,138 | ExpenseAmt |
| Revenue | $112,003 | RevenueAmt |
| Desc | PROVIDED GENERAL SUPPORT TO THE FLORIDA ATLANTIC UNIVERSITY IN THE FORM OF PAYMENTS SUCH AS BUT NOT LIMITED TO GUEST LECTURERS, OPERATIONAL AND CONFERENCE EXPENSES, TRAVEL, CONSULTING, AND EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,684,991 | ExpenseAmt |
| Grant | $10,684,991 | GrantAmt |
| Desc | PROVIDED 1,728 STUDENTS WITH SCHOLARSHIPS FROM DONATED GIFTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,243,777 | ExpenseAmt |
| Desc | PROVIDED SUPPORT FOR THE SALARIES OF THE UNIVERSITY'S EMINENT SCHOLARS, PROFESSORS, AND OTHER FACULTY AND STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,396,906 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 103 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | 0 | NondeductibleContriDisclInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE DEPALMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5612972892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 GLADES ROAD ADM 247 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316424 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVEN SCHMIDT | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN POULIN | ||||||||
| VICE CHAIR AND TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS GLADSTEIN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEWART MARTIN | ||||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY BERG | ||||||||
| INVESTMENT AND REAL ESTATE COMMITTEES CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUE SKEMP | ||||||||
| DONOR RELATIONS COMMITTEE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ED VENTRICE | ||||||||
| PHILANTHROPY CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY WEINBERG | ||||||||
| AUDIT COMMITTEE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHERYL WILKE | ||||||||
| NOMINATING & GOVERNANCE COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL KILGALLON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAFAEL CARDOZO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE FINE KLEPPER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA MCKAY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA MILLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MILLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER MOORE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MORRIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA RONDI NOEL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE PLOUGH JR | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SALLY ROWLEY-WILLIAMS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAUL VALERO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEITH ARNOLD | ||||||||
| LIMITED PURPOSE DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD ETNER JR | ||||||||
| LIMITED PURPOSE DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| EARNIE ELLISON | ||||||||
| FAU TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KELLY | ||||||||
| FAU PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $667,320 | $48,170 | 40.00 | |
| CHRISTOPHER DELISIO | ||||||||
| CEO | 40.00 | Yes (X) | $0 | $155,966 | $16,877 | |||
| STACY SEMMEL | ||||||||
| CFO | 40.00 | Yes (X) | $0 | $210,144 | $37,597 | |||
| AMANDA NICKESON | ||||||||
| ASSISTANT VP OF DEVELOPMENT | 40.00 | $0 | $191,090 | $25,331 | Yes (X) | |||
| DAVID GREEN | ||||||||
| ASSISTANT VP OF DEVELOPMENT | 40.00 | $0 | $233,828 | $38,671 | Yes (X) | |||
| KELLY KIRKPATRICK-MARMOL | ||||||||
| DIRECTOR, ADVANCEMENT | 40.00 | $0 | $185,809 | $35,535 | Yes (X) | |||
| MICHAEL MILLER | ||||||||
| DIRECTOR, ADVANCEMENT | 40.00 | $0 | $182,160 | $35,087 | Yes (X) | |||
| KERRY KRUCKEL | ||||||||
| ASSISTANT VP, ADVANCEMENT | 40.00 | $0 | $217,588 | $17,514 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,043,905 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $254,782 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND EVALUATION GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST 5TH STREET SUITE 1600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY SERVICES | ServicesDesc |
| Compensation | $272,163 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,477,991 | FundraisingAmt |
| Government Grants | $2,190,225 | GovernmentGrantsAmt |
| All Other Contributions | $30,621,822 | AllOtherContributionsAmt |
| Noncash Contributions | $1,069,181 | NoncashContributionsAmt |
| Total Contributions | $34,290,038 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPONSORSHIP REVENUE | 900099 | $104,208 | $104,208 |
| COMMUNITY PROGRAMS | 900099 | $7,795 | $7,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,003 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,588,745 | TotalRevenueColumnAmt |
| Exclusion | $3,588,745 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,916 | TotalRevenueColumnAmt |
| Exclusion | $227,916 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,532,616 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,532,616 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,532,616 | TotalRevenueColumnAmt |
| Exclusion | $1,532,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $236,388,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,478,358 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,910,079 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,910,079 | TotalRevenueColumnAmt |
| Exclusion | $39,910,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $218,277 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,477,991 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $725,515 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$507,238 | TotalRevenueColumnAmt |
| Exclusion | -$507,238 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $166,383 | TotalRevenueColumnAmt |
| Exclusion | $166,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $166,383 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,320,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,003 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,918,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,679,771 | TotalAmt |
| Program Services | $10,679,771 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,220 | TotalAmt |
| Program Services | $5,220 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,902 | TotalAmt |
| Program Services | $1,088,902 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,571,154 | TotalAmt |
| Program Services | $4,571,154 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,777 | TotalAmt |
| Program Services | $783,777 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,795 | TotalAmt |
| Program Services | $245,795 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,149 | TotalAmt |
| Program Services | $554,149 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,041 | TotalAmt |
| Program Services | $71,263 | ProgramServicesAmt |
| Management And General | $32,778 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,713 | TotalAmt |
| Management And General | $19,713 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,586 | TotalAmt |
| Program Services | $5,250 | ProgramServicesAmt |
| Management And General | $677,336 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,152 | TotalAmt |
| Management And General | $269,152 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Fundraising | $18,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,920 | TotalAmt |
| Management And General | $873,920 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,690 | TotalAmt |
| Program Services | $2,485,690 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,595 | TotalAmt |
| Program Services | $39,879 | ProgramServicesAmt |
| Fundraising | $566,716 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,523 | TotalAmt |
| Program Services | $143,541 | ProgramServicesAmt |
| Management And General | $311,982 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,579 | TotalAmt |
| Program Services | $416,579 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,130 | TotalAmt |
| Program Services | $134,130 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,228 | TotalAmt |
| Program Services | $362,228 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,556 | TotalAmt |
| Program Services | $429,556 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,293 | TotalAmt |
| Program Services | $150,293 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,684,329 | TotalAmt |
| Program Services | $7,684,329 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,071 | TotalAmt |
| Fundraising | $29,071 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,396 | TotalAmt |
| Management And General | $70,396 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EQUIPMENT PURCHASED | $489,094 | $489,094 | |
| EVENTS HOSTED | $379,701 | $379,701 | |
| MEALS AND SPONSORSHIPS | $148,972 | $148,972 | |
| MISCELLANEOUS | $72,348 | $56,306 | $16,042 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,810,685 | TotalAmt |
| Program Services | $30,396,906 | ProgramServicesAmt |
| Management And General | $2,255,277 | ManagementAndGeneralAmt |
| Fundraising | $1,158,502 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,681,734 | BOYAmt |
| EOY | $2,936,016 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,529,086 | BOYAmt |
| EOY | $68,675,571 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,782,205 | BOYAmt |
| EOY | $15,228,930 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $458,718 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,219 | BOYAmt |
| EOY | $313,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,054,464 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,440,768 | BOYAmt |
| EOY | $22,021,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,554,149 | BOYAmt |
| EOY | $191,917,378 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,631,851 | BOYAmt |
| EOY | $71,101,205 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028,000 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,567,410 | BOYAmt |
| EOY | $43,399,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,420,422 | BOYAmt |
| EOY | $416,051,768 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,586 | BOYAmt |
| EOY | $820,294 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,633 | BOYAmt |
| EOY | $3,485,582 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,642 | BOYAmt |
| EOY | $32,148 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,810 | BOYAmt |
| EOY | $49,169,717 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,152,671 | BOYAmt |
| EOY | $53,507,741 | 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 | $40,451,910 | BOYAmt |
| EOY | $31,126,212 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,815,841 | BOYAmt |
| EOY | $331,417,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,267,751 | BOYAmt |
| EOY | $362,544,027 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,420,422 | BOYAmt |
| EOY | $416,051,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $45,509,857 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$68,700,543 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $466,962 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,026,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,774,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,374,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,686,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,290,038 | CurrentTaxYearAmt |
| Total | $145,151,234 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,165,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,949 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,253,961 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,191,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,863,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,374,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,686,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,290,038 | CurrentTaxYearAmt |
| Total | $150,405,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $150,405,195 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,122,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,062,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,580,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,167,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,349,277 | CurrentTaxYearAmt |
| Total | $25,281,922 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,357 | CurrentTaxYearMinus1YearAmt |
| Total | $478,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $176,166,037 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,079,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78180 | 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) |
|---|---|---|
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $269,152 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $269,152 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,541,533 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,810,685 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $265,742 | CurrentYearMinus3Amt |
| Current Year Minus2 | $272,459 | CurrentYearMinus2Amt |
| Current Year Minus1 | $247,640 | CurrentYearMinus1Amt |
| Current Year | $269,152 | CurrentYearAmt |
| Total | $1,054,993 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 5.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $33,642 | BeginningBalanceAmt |
| Distributions During Year | $1,494 | DistributionsDuringYearAmt |
| Ending Balance | $32,148 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,935,557 | BeginningYearBalanceAmt |
| Contributions | $5,440,015 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,640,344 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,688,683 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,708,686 | OtherExpendituresAmt |
| Administrative Expenses | $5,210,465 | AdministrativeExpensesAmt |
| End Year Balance | $258,127,394 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,164,147 | BeginningYearBalanceAmt |
| Contributions | $7,072,475 | ContributionsAmt |
| Investment Earnings Or Losses | $74,631,244 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,066,791 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,503,616 | OtherExpendituresAmt |
| Administrative Expenses | $3,361,902 | AdministrativeExpensesAmt |
| End Year Balance | $294,935,557 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $227,519,618 | BeginningYearBalanceAmt |
| Contributions | $3,573,786 | ContributionsAmt |
| Investment Earnings Or Losses | $1,365,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,350,103 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,753,149 | OtherExpendituresAmt |
| Administrative Expenses | $3,191,738 | AdministrativeExpensesAmt |
| End Year Balance | $222,164,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $228,162,005 | BeginningYearBalanceAmt |
| Contributions | $4,259,102 | ContributionsAmt |
| Investment Earnings Or Losses | $8,746,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,187,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,393,718 | OtherExpendituresAmt |
| Administrative Expenses | $3,066,928 | AdministrativeExpensesAmt |
| End Year Balance | $227,519,618 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,954,276 | BeginningYearBalanceAmt |
| Contributions | $7,935,963 | ContributionsAmt |
| Investment Earnings Or Losses | $16,324,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,395,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,149,150 | OtherExpendituresAmt |
| Administrative Expenses | $3,507,391 | AdministrativeExpensesAmt |
| End Year Balance | $228,162,005 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,439,639 | OtherCostOrOtherBasisAmt |
| Book Value | $4,439,639 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,435 | DepreciationAmt |
| Book Value | $565 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,580,825 | OtherCostOrOtherBasisAmt |
| Book Value | $17,580,825 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,021,029 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $71,101,205 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $71,101,205 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASE RECEIVABLE | $38,866,680 |
| DUE FROM FAU | $4,454,000 |
| SECURITY DEPOSITS | $2,373 |
| DUE FROM PRIMARY GOVERNMENT | $76,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,399,648 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO FAU | $124,251 |
| CERTIFICATES OF PARTICIPATION | $4,454,000 |
| ANNUITIES PAYABLE | $302,955 |
| DEFERRED INFLOWS | $38,578,914 |
| ESCHEATMENTS | $54,516 |
| DUE TO PRIMARY GOVERNMENT | $5,655,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $49,169,717 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,565,236 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$68,700,543 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $93,642 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$68,606,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,172,137 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $873,920 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$725,515 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $148,405 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,320,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,755,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $93,642 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $725,515 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $819,157 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,936,765 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $873,920 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $873,920 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,810,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION QUALIFIES AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WITH THE EXCEPTION OF ANY UNRELATED BUSINESS INCOME. MANAGEMENT HAS EVALUATED THE UNRELATED BUSINESS INCOME TAX IMPLICATIONS AND BELIEVES THAT THE EFFECTS, IF ANY, ARE IMMATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE TO THESE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII -725,515. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 725,515. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM | CONFERENCES AND RESEARCH | $14,005 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM | CONFERENCES AND RESEARCH | $388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,393 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,393 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMER CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 GRANDE PARKWAY SUITE 202 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $275,168 | GrossReceiptsAmt |
| Retained By Contractor | $18,000 | RetainedByContractorAmt |
| Net To Organization | $257,168 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $275,168 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $18,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $257,168 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENT'S GALA | Event1Nm |
| Gross Receipts Event1 | $970,597 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $901,647 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,950 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $34,865 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $412,119 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,749 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,133 | OtherDirectExpensesEvent1Amt |
| Event2 | KEEP MEMORIES ALIVE | Event2Nm |
| Gross Receipts Event2 | $153,686 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $138,420 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,266 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $336 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,450 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,369 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $24,885 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $571,985 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $437,924 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $134,061 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $125,191 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $66,418 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,696,268 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,477,991 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $218,277 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $336 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,315 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $548,679 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,749 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $130,436 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $725,515 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$507,238 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FUNDRAISER WORKED CLOSELY WITH THE LEADERSHIP OF FAU CARD TO MAXIMIZE THE CHANCES FOR SUCCESS IN RAISING FUNDS FOR FAU CARD THROUGH CULTIVATION, SOLICITATION AND STEWARDSHIP OF FAU CARD DONORS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | 650385507 | 501(C)(3) | $10,249,660 | $0 | STUDENT SCHOLARSHIPS |
| OREGON STATE UNIVERSITY | ||||||||
| PO BOX 1086 | CORVALLIS | OR | 97339 | 611730890 | 501(C)(3) | $32,500 | $0 | STUDENT SCHOLARSHIPS |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (SAN DIEGO) | ||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $32,500 | $0 | STUDENT SCHOLARSHIPS |
| FLORIDA PREPAID COLLEGE FOUNDATION | ||||||||
| PO BOX 31242 | TAMPA | FL | 33641 | 593012202 | $251,153 | $0 | STUDENT SCHOLARSHIPS | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 1021 E HURON ST | ANN ARBOR | MI | 48104 | 386006309 | 501(C)(3) | $32,500 | $0 | STUDENT SCHOLARSHIPS |
| TSIC INC DBA TAKE STOCK IN CHILDREN | ||||||||
| 2929 E COMMERCIAL BLVD SUITE 408 | FORT LAUDERDALE | FL | 33308 | 593331584 | 501(C)(3) | $48,958 | $0 | STUDENT SCHOLARSHIPS |
| UNIVERSITY OF MARYLAND COLLEGE PARK | ||||||||
| ROUTE 1 | COLLEGE PARK | MD | 20742 | 526002033 | 501(C)(3) | $32,500 | $0 | STUDENT SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPEND | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,220 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION SENDS FUNDS TO THE UNIVERSITY FOR STUDENT SCHOLARSHIPS. THE UNIVERSITY DETERMINES THE SCHOLARSHIP RECIPIENTS ACCORDING TO DONOR SCHOLARSHIP CRITERIA. ALL QUALIFYING CRITERIA ARE LISTED ON THE AWARD SHEET AND SENT TO THE FOUNDATION. THE FUNDS ARE SENT TO THE UNIVERSITY AFTER THE OFFICE OF STUDENT FINANCIAL AID VERIFIES THE STUDENT'S STATUS. THE FOUNDATION HAS ACCESS TO STUDENT SCHOLARSHIP REPORTS AND WILL REQUEST REFUNDS FOR ANY SCHOLARSHIP NOT AWARDED DUE TO A CHANGE IN THE STUDENT'S STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN KELLY | ||||||||||||||
| FAU PRESIDENT | $0 | $515,820 | $0 | $0 | $0 | $151,500 | $0 | $26,434 | $0 | $21,736 | $0 | $715,490 | $0 | $0 |
| DAVID GREEN | ||||||||||||||
| ASSISTANT VP OF DEVELOPMENT | $0 | $209,195 | $0 | $12,600 | $0 | $12,033 | $0 | $18,815 | $0 | $19,856 | $0 | $272,499 | $0 | $0 |
| STACY SEMMEL | ||||||||||||||
| CFO | $0 | $197,165 | $0 | $12,000 | $0 | $979 | $0 | $17,741 | $0 | $19,856 | $0 | $247,741 | $0 | $0 |
| KERRY KRUCKEL | ||||||||||||||
| ASSISTANT VP, ADVANCEMENT | $0 | $194,253 | $0 | $11,700 | $0 | $11,635 | $0 | $17,471 | $0 | $43 | $0 | $235,102 | $0 | $0 |
| KELLY KIRKPATRICK-MARMOL | ||||||||||||||
| DIRECTOR, ADVANCEMENT | $0 | $174,330 | $0 | $10,500 | $0 | $979 | $0 | $15,679 | $0 | $19,856 | $0 | $221,344 | $0 | $0 |
| MICHAEL MILLER | ||||||||||||||
| DIRECTOR, ADVANCEMENT | $0 | $170,977 | $0 | $10,200 | $0 | $983 | $0 | $15,231 | $0 | $19,856 | $0 | $217,247 | $0 | $0 |
| AMANDA NICKESON | ||||||||||||||
| ASSISTANT VP OF DEVELOPMENT | $0 | $179,311 | $0 | $10,800 | $0 | $979 | $0 | $16,127 | $0 | $9,204 | $0 | $216,421 | $0 | $0 |
| CHRISTOPHER DELISIO | ||||||||||||||
| CEO | $0 | $103,448 | $0 | $0 | $0 | $52,518 | $0 | $9,662 | $0 | $7,215 | $0 | $172,843 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THESE ITEMS ARE ALLOWED FOR THE UNIVERSITY PRESIDENT ONLY FOR BONA FIDE BUSINESS PURPOSES ONLY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,790 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GOLF CART | 1 | $25,739 | FMV |
| Yes (X) | LAB EQUIPMENT | 1 | $15,001 | FMV |
| Yes (X) | ORIENTAL RUG | 1 | $10,024 | FMV |
| Yes (X) | PIANO | 1 | $7,800 | FMV |
| Yes (X) | MISCELLANEOUS | 3 | $7,590 | FMV |
| Yes (X) | GIFT CARDS | 1 | $1,237 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE FOUNDATION USES THE SERVICES OF A SEPARATE COMPANY TO HELP RUN OUR AUCTION, ADVERTISE ON A WEB-SITE, AND PROCESS PAYMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | ALL BOARD MEMBER ELECTIONS MUST BE APPROVED BY FLORIDA ATLANTIC UNIVERSITY BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER WILL REVIEW THE DRAFT OF THE 990, PROVIDE FEEDBACK/CHANGES AND SUBMIT THE FINALIZED 990 AND REQUIRED SCHEDULES. A COMPLETE COPY OF THE RETURN WILL BE SHARED WITH THE FULL BOARD AT THE NEXT REGULARLY SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND KEY PERSONNEL. THE BOARD AND KEY STAFF REVIEW THE POLICY AND REPORT CONFLICTS ANNUALLY. THE AUDIT COMMITTEE IS AWARE OF ALL REPORTED CONFLICTS. CONFLICTS ARE DETERMINED BY THE BOARD AND STAFF MEMBERS, AND CONFLICTS ARE DISCLOSED AT EACH COMMITTEE WHERE THE PROPOSED ACTION AND THE CONFLICT EXISTS. IF A BOARD MEMBER IS FOUND TO HAVE A CONFLICT THEY ARE ASKED TO DISCLOSE THE CONFLICT, RECUSE THEMSELVES FROM VOTE AND WHEN NECESSARY, LEAVE THE ROOM DURING THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER FOR THE FOUNDATION ALSO HOLDS THE TITLE OF VP FOR INSTITUIONAL ADVANCEMENT FOR THE UNIVERSITY. ALTHOUGH THE FOUNDATION MEMBERS SIT ON THE COMMITTEE TO HIRE THIS PERSON, HE/SHE IS PAID BY THE UNIVERSITY. THEREFORE, A UNIVERSITY REPRESENTATIVE WHO DETERMINES THE FAIR COMPENSATION BY POLLING PEER INSTITUTIONS IN THE STATE ON THE MARKET RATE FOR THIS POSITION. THIS MEASURE OBTAINS THE SAME RESULT AS COMPARING THESE INSTITUTION'S FORM 990. THE FOUNDATION DOES NOT HAVE ANY OF ITS OWN EMPLOYEES, BUT RATHER SERVICES REQUIRED ARE PROVIDED BY THE UNIVERSITY. COMPENSATION DATA IS PERIODICALLY PROVIDED BY THE UNIVERSITY TO THE FOUNDATION RELATED TO THE PRESIDENT OF THE UNIVERSITY AND THE CEO OF THE FOUNDATION, BUT THE FOUNDATION'S RESPONSIBILITIES DO NOT EXTEND TO THE OVERSIGHT OF THE COMPENSATION OF THE EMPLOYEES OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND KEY PERSONNEL. THE BOARD AND KEY STAFF REVIEW THE POLICY AND REPORT CONFLICTS ANNUALLY. THE AUDIT COMMITTEE IS AWARE OF ALL REPORTED CONFLICTS. CONFLICTS ARE DETERMINED BY THE BOARD AND STAFF MEMBERS, AND CONFLICTS ARE DISCLOSED AT EACH COMMITTEE WHERE THE PROPOSED ACTION AND THE CONFLICT EXISTS. IF A BOARD MEMBER IS FOUND TO HAVE A CONFLICT THEY ARE ASKED TO DISCLOSE THE CONFLICT, RECUSE THEMSELVES FROM VOTE AND WHEN NECESSARY, LEAVE THE ROOM DURING THE VOTE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | |||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650385507 | PUBLIC UNIVERSITY | FL | 501(C)(3) | LINE 2 | 0 |
| FLORIDA ATLANTIC UNIVERSITY ALUMNI ASSOCIATION | |||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 237015697 | ALUMNI ASSOCIATION | FL | 501(C)(3) | LINE 10 | 0 |
| HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION | |||||||||
| 5600 NORTH US HIGHWAY 1 | FORT PIERCE | FL | 34946 | 591644333 | SUPPORT HARBOR BRANCH OCEANOGRAPHIC INSTITUTE | FL | 501(C)(3) | LINE 7 | 0 |
| FLORIDA ATLANTIC UNIVERSITY RESEARCH CORPORATION | |||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650267991 | PUBLIC UNIVERSITY RESEARCH | FL | 501(C)(3) | LINE 2 | 0 |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY | ||
| B | $10,249,660 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FAU ALUMNI ASSOCIATION | ||
| D | $40,073 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| D | $121,767 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| S | $5,578,486 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| P | $268,569 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| O | $2,540,132 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
| FLORIDA ATLANTIC UNIVERSITY | ||
| R | $7,684,329 | CORP. BOOKS IN ACCORDANCE W/ GAAS |
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