2022-02-02T15:30:16-06:00 2021-05-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2020-06-01 590624459 The University of Tampa Incorporated UNIV 8132576307 401 W Kennedy Blvd Tampa FL 336061490 Ronald Vaughn President 2022-02-02 true Ronald Vaughn 999009999 Brittney Kocaj P01320603 9542028600 2020 2022-09-23 18:48:47Z Ronald L Vaughn 401 W Kennedy Blvd Tampa FL 336061490 381615444 false X www.ut.edu X 1931 FL The University of Tampa is committed to the development of each student to become a productive and responsible citizen. 49 47 3207 800 -127193 0 25509193 24620218 318406646 334031169 3860668 3138660 2160668 1814388 349937175 363604435 86492503 92350839 0 89207478 89816214 0 2365659 115975062 109989333 291675043 292156386 58262132 71448049 788681570 939460407 215301597 287753464 573379973 651706943 X The University of Tampa is a comprehensive, independent University that delivers challenging and high quality educational experiences to a diverse group of learners. (Continued in Schedule O). false false 92350839 92350839 0 STUDENT AID GRANTS & SCHOLARSHIPS: THE UNIVERSITY OF TAMPA OFFERS A STRONG FINANCIAL AID PROGRAM THAT ASSISTS QUALIFIED STUDENTS WITH THEIR EDUCATIONAL EXPENSES; APPROXIMATELY 92 PERCENT OF THE UNIVERSITY'S STUDENTS HAVE RECEIVED SOME TYPE OF FINANCIAL AID ASSISTANCE. 91985305 0 287982368 ACADEMIC AND INSTRUCTIONAL SUPPORT: THE UNIVERSITY OF TAMPA HAS OVER 200 ACADEMIC PROGRAMS OF STUDY. THE UNIVERSITY HAS CONTINUED TO INTENSIFY THE FOCUS ON LEADERSHIP, INTERNATIONAL AND EXPERIENTIAL LEARNING. THE UNIVERSITY IS COMMITTED TO PROVIDING A CAMPUS-LEARNING ENVIRONMENT THAT PROMOTES STRONG PARTNERSHIPS WITH THE COMMUNITY AND INTERNATIONAL COMPETENCY TO PREPARE STUDENTS TO BE GLOBAL CITIZENS. FACULTY-LED TRAVEL PROGRAMS ARE AN INTEGRAL PART OF OUR CURRICULUM. 25774574 0 606277 STUDENT SERVICES & COMMUNITY IMPACT: WITH APPROXIMATELY 9,600 STUDENTS ENROLLED, THE UNIVERSITY OF TAMPA'S EXCELLENT REPUTATION CONTRIBUTES TO THE ORGANIZATION'S ROLE AS A MAJOR INTELLECTUAL TALENT IMPORTER FOR TAMPA BAY. WE DRAW STUDENTS FROM ALL 50 STATES AND OVER 130 COUNTRIES. THE UNIVERSITY OF TAMPA'S STUDENTS THROUGH PEACE VOLUNTEER CENTER COORDINATE THE VOLUNTEER EFFORTS OF STUDENTS, STUDENT ORGANIZATIONS, FACULTY AND STAFF WITH MORE THAN 300 COMMUNITY AGENCIES. THE UNIVERSITY HAS COMPLETED MORE THAN $600 MILLION IN BUILDING CONSTRUCTION DURING THE PAST 20 YEARS, HELPING STIMULATE AND SUPPORT DOWNTOWN AND NEIGHBORHOOD DEVELOPMENT. 47761055 0 45840224 AUXILIARY SERVICES AT THE UNIVERSITY OF TAMPA OFFER THE STUDENTS DINING, A BOOKSTORE, STUDENT LIFE SERVICES AND VARIOUS ACTIVITIES. THE PURPOSE OF THE AUXILIARY SERVICES OFFICE IS TO PROVIDE THE STUDENTS WITH SERVICES AND ACTIVITIES THAT TAKE PLACE OUTSIDE THE CLASSROOM, ENHANCING LIFE AT THE UNIVERSITY. DINING SERVICES OFFER A VARIETY OF DINING VENUES FOR THE STUDENTS AND VISITORS. CAMPUS HOUSING IS LIMITED AND IS OFFERED ONLY TO FULL TIME STUDENTS. THE UNIVERSITY OF TAMPA HAS ELEVEN RESIDENTIAL HALLS FROM WHICH TO CHOOSE. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR THE STUDENTS. 47761055 45840224 257871773 true true false true false false true true true true false false false true true true false true false true false false false false false false false true true true false true false false false false true true false true true false false false true true false false false true 14472 0 true 3207 true true true false false false false false false false false false true false X 49 47 true false false false false false false true true false false false true true true true true true true false FL X MARSHALL PHILLIPS 8132576307 401 W KENNEDY BLVD TAMPA FL 336061490 Charlotte Baker Secretary of the Board of Trustees 1.0 X X 0 0 0 Gary W Harrod Vice Chair 1.0 X X 0 0 0 James S MacLeod Chair of the Board of Trustees 1.0 X X 0 0 0 Phillip E Casey Immediate Past Chair 1.0 X X 0 0 0 Ronald L Vaughn President 40.0 X X 1079108 0 368524 A Gerald Divers Trustee 1.0 X 0 0 0 Alan G Randolph Trustee 1.0 X 0 0 0 Alexander Walter Trustee 1.0 X 0 0 0 Benson A Riseman Trustee 1.0 X 0 0 0 Bill Goede Trustee 1.0 X 0 0 0 Carl W Lindell Trustee 1.0 X 0 0 0 Cathy Collins Trustee 1.0 X 0 0 0 Charlene A Gordon Trustee 1.0 X 0 0 0 Daniel A Rodriguez Trustee 1.0 X 0 0 0 Dirk Montgomery Trustee 1.0 X 0 0 0 Douglas C Rothschild Trustee 1.0 X 0 0 0 Frank L Lento Trustee 1.0 X 0 0 0 G Robert Blanchard Jr Trustee 1.0 X 0 0 0 James A Turner III Trustee 1.0 X 0 0 0 James W Eyer Jr Trustee 1.0 X 0 0 0 Jane Castor Trustee 1.0 X 0 0 0 Karen L Zaderej Trustee 1.0 X 0 0 0 Katie Martinez Trustee 1.0 X 0 0 0 Lorna Taylor Trustee 1.0 X 0 0 0 Lynda Remund Trustee 1.0 X 0 0 0 Marie Chinnici-Everitt Trustee 1.0 X 0 0 0 Melanie Williams Trustee 1.0 X 0 0 0 Michael Nursey Trustee 1.0 X 0 0 0 Michael S Southard Trustee 1.0 X 0 0 0 Monica M Cook Trustee 1.0 X 0 0 0 Nancy Tower Trustee 1.0 X 0 0 0 Nipesh H Shah Trustee 1.0 X 0 0 0 Paul B Heth Trustee 1.0 X 0 0 0 Penny Parks Trustee 1.0 X 0 0 0 R Bob Smith III Trustee 1.0 X 0 0 0 Raymond T Kelly Trustee 1.0 X 0 0 0 Robert J Rohrlack Jr Trustee 1.0 X 0 0 0 Ronice L Barlow Trustee 1.0 X 0 0 0 Roy J McCraw Jr Trustee 1.0 X 0 0 0 Rufus J Williams III Trustee 1.0 X 0 0 0 Scott P Riley Trustee 1.0 X 0 0 0 Stephen H Mauldin Trustee 1.0 X 0 0 0 Steven L Dehmlow Trustee 1.0 X 0 0 0 Susan Stackhouse Bosquez Trustee 1.0 X 0 0 0 Teri Troxler Willis Trustee 1.0 X 0 0 0 Thilo D Best Trustee 1.0 X 0 0 0 Thomas H Graham Trustee 1.0 X 0 0 0 Thomas John Kelly Trustee 1.0 X 0 0 0 Yvette Segura Trustee 1.0 X 0 0 0 Donna B Popovich Executive Director, Human Resources, Secretary 40.0 X 214834 0 40754 T Kevin Lafferty VP of Administration & Finance, Treasurer 40.0 X 242908 0 39581 David S Stern Provost, VP Academic Affairs 40.0 X 348671 0 44527 Dennis L Nostrand VP Enrollment 40.0 X 771722 0 51233 Farhad F Ghannadian Dean 40.0 X 290013 0 43947 Jack Geller Dean 40.0 X 229661 0 42256 L Keith Todd VP Development & University Relations 40.0 X 328004 0 33358 Linda Devine VP Operations & Planning 40.0 X 292783 0 51596 Rebecca J White Professor 40.0 X 245684 0 32269 4043388 0 748045 148 false true false EWI Construction LLC 1717 E 9th Ave TAMPA FL 33605 CONSTRUCTION CONTRACTOR 22457100 Sodexo Campus Food Service 401 W KENNEDY BLVD BOX 62F TAMPA FL 336061450 FOOD SERVICES 17283574 HC Beck Ltd 1902 N Highland Ave TAMPA FL 33602 CONSTRUCTION CONTRACTOR 5476266 Workday Inc 6110 Stoneridge Mall Road Pleasanton CA 94588 Software services 1783809 MILLER CONSTRUCTION 502 N MASSACHUSETTS AVE LAKELAND FL 33801 CONSTRUCTION CONTRACTOR 1756132 120 450 12034855 12584913 7602706 24620218 Tuition and Fees 611310 287982368 287982368 Education Related Auxiliary Sales 611710 45271698 45271698 Educational Services 611710 197347 197347 Student Services 611710 34430 34430 Student Affairs 611710 374500 374500 170826 170826 0 0 334031169 1390877 -127193 1518070 9655 9655 67720 67720 311277 549137 -237860 0 -237860 -237860 19200000 0 15222239 2239633 3977761 -2239633 1738128 1738128 Health Center Fees 621498 1586828 1586828 Forfeited Deposits 900099 223509 223509 Parking/Library Fines 900099 174191 174191 0 0 0 0 1984528 363604435 334428869 -127193 4682541 0 0 92350839 92350839 0 0 0 0 2910298 1203068 1707230 0 0 0 0 0 69939308 62814176 5641388 1483744 3955287 3382275 493764 79248 8069913 7050561 857070 162282 4941408 4348410 492121 100877 0 0 0 0 185149 0 185149 0 387784 0 387784 0 3000 0 3000 0 0 0 276340 0 276340 0 24863809 23716077 824236 323496 3170221 3117369 52066 786 8355862 4271053 3969376 115433 7122494 5972925 1144600 4969 2583 2583 0 0 12520085 10856910 1663158 17 574554 573062 110 1382 0 0 0 0 291436 270149 21287 0 5837345 5466790 370555 0 0 0 0 0 31537325 19661120 11876205 0 11051814 9483197 1568617 0 Dues and Subscriptions 915640 654804 250601 10235 Bad Debt Expense 131738 131738 0 0 Student Programs 1975627 1975627 0 0 Campus Experience Programs 786527 569040 134297 83190 0 0 0 0 292156386 257871773 31918954 2365659 7500 7301 126088258 227994604 6343000 4103000 2770260 3799307 0 0 0 0 1978580 1616090 89902 67190 6028206 6533976 878308849 250012165 597538183 628296684 35578508 50450941 8459173 9129468 0 0 0 3800000 7461846 788681570 939460407 28101196 36964889 0 0 15837996 16297639 152466929 162155064 1786932 2305667 0 0 0 53198585 0 0 17108544 16831620 215301597 287753464 X 518821359 580632176 54558614 71074767 0 0 0 0 0 0 573379973 651706943 788681570 939460407 X 71448049 10911686 0 0 0 -4032765 X false true X true true true X 12524734 6108448 20032974 25509193 24620218 88795567 0 0 0 0 0 0 0 0 0 0 0 0 12524734 6108448 20032974 25509193 24620218 88795567 14176973 74618594 2771407 1829347 2248978 2931454 1906722 11687908 0 2529580 1765499 2177119 2101205 1984528 10557931 111041406 1511571574 0.6720 0.5968 X Schedule A, Part II PUBLIC SUPPORT TEST TO QUALIFY FOR LIMITED DONOR DISCLOSURE UNDER THE SPECIAL RULE ON SCHEDULE B, THE PUBLIC SUPPORT TEST HAS BEEN COMPLETED TO DEMONSTRATE THE UNIVERSITY MEETS THE QUANTITATIVE SUPPORT TEST UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE, WHICH REQUIRES AN ORGANIZATION TO RECEIVE A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC. Schedule A, Part II, Line 10 Other Income DESCRIPTION - PARKING/LIBRARY FINES, COLUMN A - 212500.0, COLUMN B - 58151.0, COLUMN C - 146390.0, COLUMN D - 116523.0, COLUMN E - 174191.0, COLUMN F - 707755.0; DESCRIPTION - FORFEITED DEPOSITS, COLUMN A - 233578.0, COLUMN B - 187359.0, COLUMN C - 112950.0, COLUMN D - 212805.0, COLUMN E - 223509.0, COLUMN F - 970201.0; DESCRIPTION - HEALTH CENTER FEES, COLUMN A - 1312069.0, COLUMN B - 1416005.0, COLUMN C - 1917779.0, COLUMN D - 1771877.0, COLUMN E - 1586828.0, COLUMN F - 8004558.0; DESCRIPTION - OTHER INCOME, COLUMN A - 771433.0, COLUMN B - 103984.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 875417.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 3000 false true 1503 4503 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The University of Tampa contracted Chris L. Floyd & Associates to lobby in the State House on its behalf regarding issues that affect all private not-for-profit higher education institutions. In addition, The University of Tampa pays dues to the Tampa Chamber of Commerce and the National Association of Independent Colleges and Universities (NAICU). A portion of these dues is used for lobbying. 0 1267917 X X X X false false true X 43579167 1676329 14483238 1522763 0 0 58215971 42506469 2193540 342046 1462888 0 0 43579167 41765861 1387297 611511 1258200 0 0 42506469 38904752 1101592 3853784 2094267 0 0 41765861 35659852 764394 4413650 1933144 0 0 38904752 0.16 0.54 0.3 false false 27945 42311338 42339283 830000 646952334 156441748 491340586 76786548 37459925 39326623 110132765 56110492 54022273 1267919 1267919 628296684 State and Private Funds Held in Trust 2041325 Obligations Under Capital Leases 10579028 Federal Government Funds Held in Trust 549421 Right-of-use Liability 3661846 16831620 X 288775862 10911686 0 0 2788770 13700456 275075406 276340 88252689 88529029 363604435 210448892 6821535 6821535 203627357 276340 88252689 88529029 292156386 Schedule D, Part III, Line 4 Collections of art - description of collections The collections held by the University of Tampa are primarily paintings, a collection of rare books, and a collection of rare type matrices, which are held for the purpose of enriching the students' and community's knowledge of art. Schedule D, Part IV, Line 2b Explanation of escrow agreement The University holds cash funds for student organizations under an agency relationship. The University reports the gross value of the cash and a related agency liability on the balance sheet. The University operates a museum on behalf of the City of Tampa and reports the net assets of museum operations as an agency liability. The University also holds cash and loans under the Federal Perkins Loan program and the net assets of that program are reported as a liability to the Federal government. Schedule D, Part V, Line 4 Intended uses of endowment funds The endowments are maintained in accordance with donor restrictions. Most of the University's endowments are used for scholarships. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University is exempt from federal and state income taxes under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 (IRC), as amended. BKH, NEH and NAH are single member limited liability companies and are treated as disregarded entities for tax purposes. Management does not consider income taxes connected with the University's unrelated business income to be significant. FASB ASC Subtopic 740-10, Income Taxes - Overall, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return, and provides guidance on derecognition, classification, interest and penalties, and disclosure. The University believes that it has appropriate support for its tax positions taken and as such, does not have any uncertain tax positions that could result in a material impact to the consolidated financial statements. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Facilities Rental Expense - 549137 Loss on Disposal of Assets - 2239633 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Scholarships and Grants - 88252689 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Facilities Rental Expense - 549137 Loss on Debt Retirement - 4032765 Loss on Disposal of Assets - 2239633 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Scholarships and Grants - 88252689 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The University of Tampa's nondiscriminatory policy is published in the University Handbook, the University Catalog and various other administrative publications. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT Yes, the University receives financial aid funding from the U.S. Department of Education and the Florida Department of Education. The University of Tampa receives financial aid and assistance from federal governmental agencies as follows: Pell Grants, Direct Student Loans, FSEOG, FWSP, TEACH and Federal Perkins loans. Other federal grant funding from National institute of Health, US Department of Energy, National Science Foundation, NASA, and national Endowment for the Humanities. The University of Tampa receives financial aid and assistance from state governmental agencies as follows: FRAG, FSAG, Florida Bright Futures, Florida Minority Teacher Scholarship Program, Scholarships for Children and Spouses of Deceased or Disabled Veterans and Service Members Program, Florida Honorably Discharged Graduate Assistance Program, Florida Work Experience Program, Florida Department of Highway Safety and Motor Vehicles-University of Tampa License Plate Project, Florida Department of Health Bureau of Tobacco Free Florida - State and Community Interventions, Florida Department of Business and Professional Regulation - Compulsive or Addictive Gambling Prevention Program, and Florida Department of State. Central America and the Caribbean 0 0 Investments 2266000 0 0 0 0 0 0 2266000 0 2266000 true false true false false false true NEED BASED GRANT 2724 10247654 ATHLETICS GRANT 369 4484344 TALENT GRANT 138 289825 TRANSFER SCHOLARSHIPS 986 6657300 MERIT SCHOLARSHIPS 6721 59488033 GRADUATE ASSISTANT GRANTS 76 822352 RESIDENT ASSISTANT GRANTS 137 453704 FSEOG FEDERAL CAMPUS BASED AID 536 723830 FEDERAL CARES-HEERF GRANTS 6465 4098150 ROTC GRANTS 65 599168 INTERNATIONAL STUDENT SCHOLARSHIPS 316 2361000 YELLOW RIBBON GRANTS 51 111982 PRESIDENTIAL LEADERSHIP FELLOWS 97 90000 STUDENT ACTIVITY GRANT 37 59249 SUCCESS SCHOLARS GRANT 14 16964 HEALTH & WELLNESS GRANT 4 8750 STUDENT CONDUCT GRANT 5 9000 EMPLOYEE & DEPENDENT TUITION WAIVER 299 1829534 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarships and tuition assistance are applied directly to students' tuition accounts. No cash is given to students. X X X true true X X false true false false false false false true false Ronald L Vaughn President 779174 0 80000 0 219934 0 342997 0 25527 0 1447632 0 0 0 T Kevin Lafferty VP of Administration & Finance, Treasurer 212641 0 22000 0 8267 0 18665 0 20916 0 282489 0 0 0 Donna B Popovich Executive Director, Human Resources, Secretary 197181 0 0 0 17653 0 19485 0 21269 0 255588 0 0 0 Dennis L Nostrand VP Enrollment 328692 0 155000 0 288030 0 24225 0 27008 0 822955 0 0 0 David S Stern Provost, VP Academic Affairs 299357 0 25000 0 24314 0 21375 0 23152 0 393198 0 0 0 L Keith Todd VP Development & University Relations 317060 0 0 0 10944 0 21375 0 11983 0 361362 0 0 0 Linda Devine VP Operations & Planning 270690 0 0 0 22093 0 22123 0 29473 0 344379 0 0 0 Farhad F Ghannadian Dean 277031 0 0 0 12982 0 23273 0 20674 0 333960 0 0 0 Rebecca J White Professor 240534 0 0 0 5150 0 18999 0 13270 0 277953 0 0 0 Jack Geller Dean 217337 0 0 0 12324 0 14335 0 27921 0 271917 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments The Board of Trustees provided a bonus payment to an Executive in appreciation for 25 years of service. The payment was grossed up as taxable compensation in order to cover related payroll taxes. The gross up was approved by the Board. Additionally, social club dues are paid by the University for the President, Ronald L. Vaughn; Vice President of Development and University Relations, L. Keith Todd; Professor, Rebecca White and Dean, Farhad F. Ghannadian. These dues are used for University business and also treated as taxable compensation, and taxable compensation was grossed up in order to cover related payroll taxes. Schedule J, Part I, Line 1a Housing allowance or residence for personal use Housing allowances are provided to: Ronald L. Vaughn, President; Dennis L. Nostrand, Vice President of Enrollment; and, David S. Stern, Provost, Vice President of Academic Affairs. These housing allowances are treated as taxable compensation to the individuals. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Social club dues are paid by the University for the President, Ronald L. Vaughn; Vice President of Development and University Relations, L. Keith Todd; Professor, Rebecca White and Dean, Farhad F. Ghannadian. These dues are used for University business and also treated as taxable compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING 2020, THE UNIVERSITY OF TAMPA MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR PRESIDENT RONALD L. VAUGHN. THE AMOUNT ACCRUED UNDER THIS PLAN DURING CALENDAR YEAR 2020 WAS $327,864. PRESIDENT RONALD L. VAUGHN IS NOT VESTED IN THESE ACCRUED AMOUNTS AND THERE WERE NO DISTRIBUTIONS TO PRESIDENT RONALD L. VAUGHN FROM THE PLAN DURING CALENDAR YEAR 2020. Schedule J, Part I, Line 7 Non-fixed payments PRESIDENT RONALD L. VAUGHN IS ELIGIBLE FOR A BONUS EACH YEAR BASED ON ACHIEVING CERTAIN CONTRACTUALLY STATED GOALS AND THE PERFORMANCE REVIEW CONDUCTED BY BOARD OF TRUSTEES. THE BONUS AMOUNT IS DISCRETIONARY BUT CAN NOT EXCEED THE CONTRACTUALLY STATED MAXIMUM AMOUNT. BONUSES OF ALL OTHER EMPLOYEES ARE AWARDED AT THE DISCRETION OF PRESIDENT VAUGHN. Additionally, in calendar year 2020, the Board of Trustees provided a bonus payment to an Executive in appreciation for 25 years of service. A City of Tampa Florida 591101138 875231LG5 2015-04-23 85618991 Construct new dorm and new multi-use facility; advance refund prior bond issue (2006) false false false B City of Tampa Florida 591101138 875231LV2 2020-06-04 85733935 Redemption of Series 2012-C, and project funding for construction of 4 specified capital projects. false false false A 14923991 0 85651893 0 0 0 711071 0 0 47662945 37277877 0 2017 false true true true B 0 0 85743590 0 0 0 720257 0 0 30328306 15080417 39614610 true false false true A false false true true false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true A false false false true false false false false true B false false false true false false false false true A true B true Schedule K, Part III, Line 3a Management or Service contracts The University of Tampa has incidental service contracts for maintenance of the grounds which meet an exception to private business use. Schedule K, Part II, Line 3 Total Proceeds of Issue The University of Tampa issued bonds in April 2015 that had an issue price of $85,618,991. The form 990 instructions indicate that Schedule K, Part II, Line 3 should show the total proceeds of the issue plus investment earnings. The bond proceeds amount of $85,651,893 shown in Part II includes cumulative investment earnings of $32,902 from the Project Fund account. Thus, the amount of proceeds shown in Part II is more than the proceeds from issue due to these investment earnings. The University of Tampa issued bonds in June 2020 that had an issue price of $85,733,935. The form 990 instructions indicate that Schedule K, Part II, Line 3 should show the total proceeds of the issue plus investment earnings. The bond proceeds amount of $85,743,590 shown in Part II includes cumulative investment earnings of $9,655 from the Project Fund account. Thus, the amount of proceeds shown in Part II is more than the proceeds from issue due to these investment earnings. Schedule K, Part IV, Line 2c COLUMN A Issuer name: City of Tampa, Florida The calculation for computing no rebate due was performed on 05/31/2021 Schedule K, Part IV, Line 2c COLUMN B Issuer name: City of Tampa, Florida The calculation for computing no rebate due was performed on 05/31/2021 37000 MERIT SCHOLARSHIPS TUITION SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 19392840 Food and facilities services false TAW Power Entity more than 35% owned by James Turner III, Trustee 157764 Commercial services false Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS PER THE IRS INSTRUCTIONS FOR SCHEDULE L, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THESE ORGANIZATIONS MUST GROUP EACH TYPE OF FINANCIAL ASSISTANCE PROVIDED TO INTERESTED PERSONS IN SEPARATE LINES. FOR EACH LINE, THE SCHOOL IS TO REPORT IN COLUMN (C) THE TYPE OF ASSISTANCE AND AGGREGATE DOLLAR AMOUNT OF THAT ASSISTANCE; COLUMNS (A) AND (B) ARE TO BE LEFT BLANK. X 25 7602706 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The University is reporting the number of securities contributions received. Form 990, Part III, Line 1 MISSION STATEMENT (CONTINUED FROM PART III) FOUR COLLEGES OFFER MORE THAN 200 AREAS OF STUDY THROUGH A CORE CURRICULUM ROOTED IN A LIBERAL ARTS TRADITION. THE UNIVERSITY IS COMMITTED TO THE DEVELOPMENT OF EACH STUDENT TO BECOME A PRODUCTIVE AND RESPONSIBLE CITIZEN. Form 990, Part III, Line 4d Description of other program services (Expenses $ 47,761,055 including grants of $ 0)(Revenue $ 45,840,224) AUXILIARY SERVICES AT THE UNIVERSITY OF TAMPA OFFER THE STUDENTS DINING, A BOOKSTORE, STUDENT LIFE SERVICES AND VARIOUS ACTIVITIES. THE PURPOSE OF THE AUXILIARY SERVICES OFFICE IS TO PROVIDE THE STUDENTS WITH SERVICES AND ACTIVITIES THAT TAKE PLACE OUTSIDE THE CLASSROOM, ENHANCING LIFE AT THE UNIVERSITY. DINING SERVICES OFFER A VARIETY OF DINING VENUES FOR THE STUDENTS AND VISITORS. CAMPUS HOUSING IS LIMITED AND IS OFFERED ONLY TO FULL TIME STUDENTS. THE UNIVERSITY OF TAMPA HAS ELEVEN RESIDENTIAL HALLS FROM WHICH TO CHOOSE. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR THE STUDENTS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The executive committee of the board may act on behalf of the governing body in the instance where emergency action is required. In addition, the executive committee will have general responsibility on behalf of the full board of trustees to review the annual form 990 and related governance issues. They will report their review to the full board and board members shall be provided access to the form 990 prior to its filing. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons GARY W. HARROD, CATHY COLLINS, ROBERT BLANCHARD, A. GERALD DIVERS - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S TREASURER, DIRECTOR OF ACCOUNTING & TREASURY, AND PAID PREPARER REVIEWED THE PUBLIC DISCLOSURE COPY OF THE RETURN IN DETAIL WITH THE UNIVERSITY'S EXECUTIVE COMMITTEE AND CHAIRPERSONS OF THE UNIVERSITY'S STANDING COMMITTEES ON November 18, 2021. Prior to the November 18 Executive Committee meeting, we will email a public disclosure copy of the return to all Executive Committee members in advance of the meeting. On November 18, Crowe and management will present the public disclosure copy of the Form 990 to the Executive Committee for approval. After approval on November 18, a public disclosure copy is placed on the electronic board document portal which is our standard method of distributing data to all board members prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of interest surveys are completed each year by every member of the Board of Trustees, all officers, key employees, and highest compensated employees, and significant contributors. The survey results are reviewed by the VP of Operations & Planning and compiled to produce an official record for the institution that is housed in the Office of Administration and Finance. This record is reviewed by the President, the Treasurer, and the Director of Accounting & Treasury to ascertain perceived conflicts of interest and determine action steps, if any. If there are any conflicts of interest, the board member with the conflict will abstain from voting on issues related to the conflict of interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation of the President is reviewed annually by a Compensation Committee which is comprised of independent members of the Board of Trustees. The Committee uses comparability data, including compensation studies and the work of an independent consultant, to determine the compensation of the President. The decisions of the Committee are documented in the minutes of the Committee and of the Board and in a letter sent to the President. This review process was last undertaken in October 2020. Form 990, Part VI, Line 15b Process to establish compensation of other employees The compensation of other officers and key employees is determined by an independent Compensation Committee. The Committee uses comparability data, including compensation studies and the work of an independent consultant. In addition, the President makes recommendations to the committee for compensation adjustments. The decisions of the Committee are documented in its minutes and are presented to the Board of Trustees as a Committee report. This review process was last undertaken in October 2020. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Form 990, Part VIII, Line 2f Other Program Service Revenue Other - Total Revenue: 170826, Related or Exempt Function Revenue: 170826, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Loss on Debt Retirement - -4032765; BOULEVARD AND KENNEDY HOLDINGS LLC 401 W KENNEDY BLVD TAMPA FL 336061490 590624459 TO HOLD SEVERAL PARCELS OF REAL PROPERTY FL 0 1585220 THE UNIVERSITY OF TAMPA INCORPORATED NORTH EDISON HOLDINGS LLC 401 W KENNEDY BLVD TAMPA FL 336061490 590624459 TO HOLD A PARCEL OF REAL PROPERTY - DISSOLVED IN SEPTEMBER 2020 FL 0 0 THE UNIVERSITY OF TAMPA INCORPORATED North A Street Holdings LLC 401 W Kennedy Blvd Tampa FL 33606 590624459 Hold real property FL 0 4000000 THE UNIVERSITY OF TAMPA INCORPORATED THE CHISELERS INC PO BOX 13895 TAMPA FL 33681 596200154 SUPPORT OF UT FL 501(c)(3) Type III-FI NA false false false true false false false false false false false false false false false false false false false false