2022-05-06T13:23:18-05:00 2021-06-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2020-07-01 593086453 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC UNIV 4078821113 12201 RESEARCH PARKWAY NO 501 ORLANDO FL 32826 MEGAN CARRIGAN CFO/TREASURER 4078821113 2022-05-06 1 MEGAN CARRIGAN 999009999 TERRY HAEFNER P01258953 8656730844 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELIZABETH KLONOFF 12201 RESEARCH PARKWAY NO 501 ORLANDO FL 32826 16723718 0 X WWW.RESEARCH.UCF.EDU X 1991 FL TO SUPPORT THE RESEARCH AND SPONSORED PROGRAM ACTIVITIES OF FACULTY, STAFF, AND STUDENTS WHILE PROVIDING HIGH QUALITY ADMINISTRATIVE, FISCAL, AND SUPPORT SERVICES IN A USER-FRIENDLY AND EFFICIENT MANNER. ALSO TO CREATE AND DEVELOP OPPORTUNITIES TO INCREASE SPONSORED PROGRAM ACTIVITY, PROTECT UNIVERSITY-DEVELOPED INTELLECTUAL PROPERTY, AND MAXIMIZE THE UTILIZATION OF RESEARCH RESULTS. 7 5 0 8 0 0 1955848 1546866 9081088 10389260 569558 371771 2460125 4238040 14066619 16545937 0 0 0 0 0 0 0 0 0 12242202 14990719 12242202 14990719 1824417 1555218 21317376 26737307 12659424 16227427 8657952 10509880 X TO SUPPORT THE RESEARCH AND SPONSORED PROGRAM ACTIVITIES OF FACULTY, STAFF, AND STUDENTS WHILE PROVIDING HIGH QUALITY ADMINISTRATIVE, FISCAL, AND SUPPORT SERVICES IN A USER-FRIENDLY AND EFFICIENT MANNER. ALSO TO CREATE AND DEVELOP OPPORTUNITIES TO INCREASE SPONSORED PROGRAM ACTIVITY, PROTECT UNIVERSITY-DEVELOPED INTELLECTUAL PROPERTY, AND MAXIMIZE THE UTILIZATION OF RESEARCH RESULTS. 0 0 14750413 14627300 THE DEVELOPMENT OF RESEARCH, THE PROVISION OF BUILDINGS FOR SUCH RESEARCH ACTIVITIES, AND TO PROVIDE A MEANS BY WHICH INVENTIONS AND COPYRIGHTABLE MATERIALS MAY BE DEVELOPED, PATENTED, APPLIED AND UTILIZED. 14750413 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X MEGAN CARRIGAN 4078821113 12201 RESEARCH PARKWAY NO 501 ORLANDO FL 32826 X MR MARK CRANDALL DIRECTOR 1.00 X 0 0 0 MR EDWARD ALEXANDER DIRECTOR 1.00 X 0 0 0 MR WAYMON ARMSTRONG DIRECTOR 1.00 X 0 0 0 DR TERRI FINKEL DIRECTOR 1.00 X 0 0 0 MR BENJAMIN PATZ DIRECTOR 1.00 X 0 0 0 MS MISTY SHEPHERD DIRECTOR 1.00 40.00 X 278437 0 49280 DR PETER WEARDEN DIRECTOR 1.00 X 0 0 0 MR MIKE OKATY DIRECTOR 1.00 X 0 0 0 DR ELIZABETH KLONOFF PRESIDENT & CEO, CHAIR 1.00 40.00 X X 306055 0 39905 MS KIM SMITH SECRETARY, VP OPERATIONS 1.00 40.00 X 117979 0 33491 MS MEGAN CARRIGAN CFO, TREASURER 1.00 40.00 X 102703 0 39166 805174 0 161842 4 0 1 0 0 1546866 1546866 CONTRACT SERVICE REVENUE 541700 9758656 9758656 RESEARCH INITIATIVE REVENUE 541700 324512 324512 CONFERENCE REVENUE 541700 306092 306092 10389260 371771 371771 2400379 2400379 312912 177781 135131 135131 135131 MANAGEMENT FEE & F&A 900099 1469652 1469652 REIMBURSE OF PATENT MAIN COST 900099 229644 229644 OTHER REVENUE 900099 3234 3234 1702530 16545937 14627300 0 371771 14509 14509 2011450 2011450 86275 86275 CONTRACTS & GRANTS EXPE 9355078 9355078 CONTRIBUTIONS EXPENSE 1412707 1412707 REIMBURSED SALARIES 1063743 1063743 RESEARCH INITIATIVES 821160 821160 225797 225797 14990719 14750413 240306 0 424132 419472 2790191 2775090 2008 43673 243711 0 62797 49036 17794537 23450036 21317376 26737307 2797236 2788303 9862188 13439124 12659424 16227427 X 6836876 8554645 1821076 1955235 8657952 10509880 21317376 26737307 1555218 296710 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF CENTRAL FLORIDA 592924021 5 1 14750413 0 1 14750413 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1821076 1546866 1412707 1955235 1144876 1955848 1279648 1821076 914274 1307256 1076654 1144876 755135 555434 396295 914274 762296 310761 317922 755135 1.00000 0 1 1 0 DUE FROM UCF 23450036 23450036 X 17020428 296710 177781 474491 16545937 0 16545937 15168500 177781 177781 14990719 0 14990719 PART X, LINE 2: THE RESEARCH FOUNDATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAX EXPENSE OR LIABILITY HAS BEEN MADE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 177,781. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 177,781. 0 0 0 0 0 0 0 0 0 DR ELIZABETH KLONOFF PRESIDENT & CEO, CHAIR 306055 0 0 0 0 0 25196 0 14709 0 345960 0 0 0 MS MISTY SHEPHERD DIRECTOR 278008 0 0 0 429 0 24556 0 24724 0 327717 0 0 0 MS KIM SMITH SECRETARY, VP OPERATIONS 117979 0 0 0 0 0 11241 0 22250 0 151470 0 0 0 SCHEDULE J THROUGH THE RELATED ORGANIZATION THAT EMPLOYS THEM, THE INDIVIDUALS REPORTED IN PART VII OF FORM 990 AND IN SCHEDULE J (FORM 990) GENERALLY PARTICIPATE IN THE FLORIDA RETIREMENT SYSTEM (FRS), A MULTI-EMPLOYER RETIREMENT SYSTEM CREATED UNDER CHAPTER 121 OF THE FLORIDA STATUTES AND ADMINISTERED BY THE FLORIDA DIVISION OF RETIREMENT. AS STATED ON THE WEBSITE OF FRS, IT IS FUNDED BY CONTRIBUTIONS PAID BY EMPLOYERS, BASED ON A PERCENTAGE OF THE EMPLOYEES' SALARIES. THE RATE OF CONTRIBUTIONS REQUIRED IS DETERMINED BY AN ACTUARIAL CONSULTING FIRM TO ASSURE COMPLIANCE WITH THE REQUIREMENTS OF THE CONSTITUTION OF THE STATE OF FLORIDA. THE INSTRUCTIONS FOR FORM 990 INDICATE THAT PART VII AND SCHEDULE J SHOULD INCLUDE A REASONABLE ESTIMATE OF THE INCREASE IN THE ACTUARIAL VALUE OF ANY QUALIFIED OR NONQUALIFIED RETIREMENT ACCRUALS UNDER A DEFINED BENEFIT PLAN. FRS HAS STATED THAT SUCH INFORMATION CURRENTLY IS NOT AVAILABLE FOR PARTICIPANTS IN ITS PLAN. THEREFORE, THE AMOUNTS REPORTED IN PART VII AND SCHEDULE J, AS APPROPRIATE, INCLUDE THE CONTRIBUTION PAID BY THE RELATED ORGANIZATION AS ITS CONTRIBUTION ON BEHALF OF THE NAMED INDIVIDUAL. THIS AMOUNT IS CONSIDERED THE BEST REASONABLE ESTIMATE OF INFORMATION REQUIRED ON THE FORM 990 AND RELATED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE GOVERNING BOARD AND MANAGEMENT FOR DISCUSSION AT A BOARD MEETING PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST DISCLOSURE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION; THEREFORE, THE RELATED ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION THAT IS PAID TO OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1 ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION; THEREFORE, THE ORGANIZATION ITSELF DOES NOT RETAIN OR HAVE ACCESS TO COPIES OF THE W-2S FOR COMPENSATED OFFICERS AND DIRECTORS. THE AMOUNTS REPORTED IN PART VII ARE CALENDAR YEAR NUMBERS PROVIDED BY THE RELATED ORGANIZATION. THE HOURS REFLECTED ON PART VII, SECTION A RELATE TO THE TIME SPENT BY THE OFFICERS/DIRECTORS ON UCF RESEARCH FOUNDATION. THEIR COMPENSATION IS FROM A RELATED ORGANIZATION FOR WHICH THE OFFICERS/DIRECTORS WORK FULL-TIME. UCF RESEARCH FOUNDATION REAL ESTATE LLC 12201 RESEARCH PARKWAY SUITE 501 ORLANDO FL 328263257 REAL ESTATE FL 0 0 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 592924021 EDUCATION FL 0 ICAMR INC 3 COURTHOUSE SQ 2ND FLOOR KISSIMMEE FL 34741 471078611 BUSINESS LEAGUE FL 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 UNIVERSITY OF CENTRAL FLORIDA O 1063743 CASH VALUE UNIVERSITY OF CENTRAL FLORIDA P 43557 CASH VALUE