BARRY UNIVERSITY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BARRY UNIVERSITY INC (EIN 59-0624364)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202131319349302913
- Schema version
- 2019v5.2
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T14:22:10-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 Lakes Parkway Suite 105 | AddressLine1Txt |
| City | Lawrenceville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry University Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 3058993050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Rosenthal | PersonNm |
| Person Title | VP for Business & Finance | PersonTitleTxt |
| Phone | 3058993050 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Michael Allen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $213,458,804 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.barry.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Barry University is a Catholic institution grounded in the liberal arts tradition, fostering a scholarly community commited to maintaining the highest academic standards in undergraduate, graduate, and professional education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 2589 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $26,059 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,871 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,098,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,894,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $179,443,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $184,785,777 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,042,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,046,128 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,154,807 | PYOtherRevenueAmt |
| CY Other Revenue | $3,590,952 | CYOtherRevenueAmt |
| PY Total Revenue | $192,740,137 | PYTotalRevenueAmt |
| CY Total Revenue | $201,317,101 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,393,162 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $60,918,447 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,494,140 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $82,173,110 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $346,091 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,211,608 | PYOtherExpensesAmt |
| CY Other Expenses | $56,595,860 | CYOtherExpensesAmt |
| PY Total Expenses | $193,098,910 | PYTotalExpensesAmt |
| CY Total Expenses | $199,687,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$358,773 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,629,684 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,733,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,103,852 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,847,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,257,753 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,885,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,846,099 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Barry University is a Catholic institution of higher education founded by the Adrian Dominican Sisters. With a liberal arts tradition, Barry University is a scholarly community committed to the highest academic standards in undergraduate, graduate and professional education. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $130,322,601 | ExpenseAmt |
| Grant | $60,918,447 | GrantAmt |
| Revenue | $169,004,512 | RevenueAmt |
| Desc | Instructional services to graduate and undergraduate students:Based on Barry University's promise to go beyond the degree and provide a truly transformational experience, through the Catholic liberal arts heritage, Barry provides approximately 100 degree programs from bachelors through Ph.D.'s. The programs focus on arts and sciences, business, education, social work, communication, nursing, medical sciences, theology, or law. In addition, resources that include personalized research and experiential learning opportunities provide off-campus resources to further diversify the educational experience. Students are also encouraged to enhance their professional experience with potential provided by the prospects of hands-on internships at some of the country's top organizations. Along with their breadth of partnering organizations, the campus has also physically expanded to more than 122 acres and 17 locations throughout Florida, including seven Schools and two Colleges with numerous liberal arts and professional disciplines. The undergraduate, graduate, professional, and doctoral degree programs have been instrumental in providing these academic and professional resources to approximately 8,900 full and part-time students at multiple sites.In response to the COVID-19 pandemic, the campus has adopted a hybrid, flexible-learning platform that will be used in most in-person classes. The approach will allow both faculty and students to teach and learn either in-person or remote. Using government (i.e., CARES Act) funding, Barry purchased enhanced classroom computer technology to allow for a flexible, high-quality pedagogical experience. In some classes, where needed, we are using classroom facilitators (graduate assistants or undergraduate technical assistants) to assist faculty with teaching. Over the summer and throughout the academic year, Barry instituted a rigorous professional development program to support the faculty with this approach. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,130,567 | ExpenseAmt |
| Revenue | $18,765,985 | RevenueAmt |
| Desc | Student services and auxiliary enterprises: The Barry University student services provided by the student affairs division include career services, counseling and psychology, commuter student affairs, leadership and transition, intercultural center, student engagement and student activities, student union, volunteer services, and community outreach programs. The University's auxiliary enterprises include twelve student resident halls, the Roussell Dining Hall and a series of other dining halls, the Barry Bookstore, Campus Ministry and Cor Jesu Chapel, and health and wellness services that include the renovated Landon Fitness Center available to students and staff free of charge. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,710,398 | ExpenseAmt |
| Desc | The Barry University academic support services include services such as an innovative library system, computer, and learning centers support. The Monsignor William Barry Memorial Library provides a wide array of information resources and services in support of the university's educational mission, integrating print and electronic resources, and providing a comprehensive program of service which allows broad access to information in all formats. The Barry University Library provides services over 100 hours a week, provides and maintains over 80 computer workstations and 12 laptops with wireless internet access, 14 group study rooms, and printing, copying, and scanning services. Barry University's mission and their dedication to the community are also clearly demonstrated by accolades and recognition, awarded to the school through its years of service. In 2015, Barry University received the Community Engagement Classification from the Carnegie Foundation for the Advancement of Teaching, joining 239 other U.S. colleges and universities, including 82 other inaugural recipients, in receiving the distinction. The Carnegie Foundation's Community Engagement Classification is an evidence-based recognition of an institution's commitment to community service.Barry University is part of a national library network. It's also home to the Barry University Dwayne O. Andreas School of Law, which houses an extensive collection of legal materials including Federal and State Statutes, case reporters and digests, monographs, treatises, secondary resources, legal periodicals, and newspapers, with a focus on Florida-specific legal resources. Reference librarians with law degrees are available to assist with research and reference for students, faculty, and members of the Orlando legal community. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $165,163,566 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9372 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2589 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judith Penate | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058994042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 NE 2nd Avenue | AddressLine1Txt |
| City | Miami Shores | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331616695 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Dr Michael Allen | ||||||||
| President | 40.00 | Yes (X) | Yes (X) | $245,686 | $0 | $92,974 | ||
| Ronald Dick | ||||||||
| Professor, Anesthesiology | 40.00 | $295,019 | $0 | $20,167 | Yes (X) | |||
| John Murray | ||||||||
| Provost | 40.00 | Yes (X) | $276,177 | $0 | $33,700 | |||
| James Losito | ||||||||
| Professor, Podiatric Medicine | 40.00 | $270,381 | $0 | $32,248 | Yes (X) | |||
| John McFadden | ||||||||
| Dean, Nursing & Health Sciences | 40.00 | $275,270 | $0 | $20,120 | Yes (X) | |||
| Susan Rosenthal | ||||||||
| VP for Business & Finance | 40.00 | Yes (X) | $235,194 | $0 | $33,938 | |||
| Leticia Diaz | ||||||||
| Dean, Law | 40.00 | $229,590 | $0 | $35,249 | Yes (X) | |||
| Yvette Koottungal | ||||||||
| Vice President for Enrollment & Digital Strategies | 40.00 | $214,504 | $0 | $33,259 | Yes (X) | |||
| Thomas Merrill | ||||||||
| Professor, Surgery | 40.00 | $203,585 | $0 | $31,280 | Yes (X) | |||
| Jacqueline Brill | ||||||||
| Associate Professor, Podiatric Medicine | 40.00 | $196,045 | $0 | $32,809 | Yes (X) | |||
| Charles Southerland | ||||||||
| Professor, Podiatric Medicine | 40.00 | $197,260 | $0 | $25,184 | Yes (X) | |||
| Jennifer Pugh | ||||||||
| VP for University Administration | 40.00 | $180,522 | $0 | $33,166 | Yes (X) | |||
| Scott Smith | ||||||||
| VP for Mission & Student Engagement | 40.00 | $189,575 | $0 | $23,258 | Yes (X) | |||
| David Dudgeon | ||||||||
| General Counsel | 40.00 | Yes (X) | $162,249 | $0 | $21,304 | |||
| John M Bussel | ||||||||
| Trustee/Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gerald W Moore Esq | ||||||||
| Vice Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gregory Greene | ||||||||
| Vice Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael O O'Neil Jr | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tanya I Davis CPA | ||||||||
| Vice Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sr Andrea J Balconis OP MD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel F Bird PhD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Mary Ann Caulfield OP | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward Feenane | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sr Rosemary T Finnegan OP | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John D Fumagalli | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jorge A Gross CPA | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher J Gruchacz | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William J Heffernan | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Monsignor Chanel Jeanty JCL | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Keith B Kashuk DPM | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joyce Landry | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles R Modica JD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William R O'Donnell PE SECB | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Phillis Oeters | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eduardo A Otero MD MBA | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Aletha Player | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John G Primeau | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Heather J Rohan FACHE | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald S Rosenberg Esq | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joel H Sharp Jr Esq | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin W Shaughnessy Esq | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Patricia Siemen OP JD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Sharon Weber OP PhD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,171,057 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,656 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 110 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Moss and Associates LLC | |||||
| 2101 N Andrews Ave | Ft Lauderdale | FL | 33311 | Construction Services | $5,396,318 |
| Compass Group | |||||
| PO Box 50196 | Los Angeles | CA | 900740196 | Food Services | $4,877,841 |
| GCA | |||||
| 1350 Euclid Ave Suite 1500 | Cleveland | OH | 44115 | Custodial, Grounds Services | $2,547,927 |
| Allied Universal | |||||
| 161 Washington Street Suite 600 Ei | Conshohocken | PA | 19428 | Security Services | $2,240,802 |
| Relevant Brands Inc | |||||
| 800 Douglas Road La Puerta del Sol | Coral Gables | FL | 33134 | Marketing | $1,698,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $28,555 | FundraisingAmt |
| Government Grants | $5,459,162 | GovernmentGrantsAmt |
| All Other Contributions | $3,406,527 | AllOtherContributionsAmt |
| Noncash Contributions | $1,099,968 | NoncashContributionsAmt |
| Total Contributions | $8,894,244 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 900099 | $168,224,208 | $168,224,208 | |
| Auxilliary Enterprises | 900099 | $13,248,229 | $13,248,229 | |
| Student fees | 900099 | $1,636,610 | $1,636,610 | |
| Podiatric Clinic | 900099 | $938,814 | $938,814 | |
| Athletic facilities | 532000 | $737,916 | $711,857 | $26,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $184,785,777 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,815,084 | TotalRevenueColumnAmt |
| Exclusion | $2,815,084 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,199 | TotalRevenueColumnAmt |
| Exclusion | $81,199 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $613,745 | 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 | $613,745 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $613,745 | TotalRevenueColumnAmt |
| Exclusion | $613,745 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,999,306 | SecuritiesAmt |
| Other | $1,187,286 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,755,205 | SecuritiesAmt |
| Other | $281,542 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,101 | SecuritiesAmt |
| Other | $905,744 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,149,845 | TotalRevenueColumnAmt |
| Exclusion | $1,149,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,384 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,555 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $104,956 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,572 | TotalRevenueColumnAmt |
| Exclusion | -$33,572 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,410,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,410,373 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,600,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,600,406 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,010,779 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,317,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $187,770,497 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,059 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,626,301 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,918,447 | TotalAmt |
| Program Services | $60,918,447 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,742 | TotalAmt |
| Program Services | $2,152,071 | ProgramServicesAmt |
| Management And General | $416,630 | ManagementAndGeneralAmt |
| Fundraising | $9,041 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,555 | TotalAmt |
| Program Services | $152,419 | ProgramServicesAmt |
| Management And General | $29,496 | ManagementAndGeneralAmt |
| Fundraising | $640 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,815,412 | TotalAmt |
| Program Services | $54,985,315 | ProgramServicesAmt |
| Management And General | $10,604,697 | ManagementAndGeneralAmt |
| Fundraising | $225,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748,280 | TotalAmt |
| Program Services | $1,426,677 | ProgramServicesAmt |
| Management And General | $314,058 | ManagementAndGeneralAmt |
| Fundraising | $7,545 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,116,636 | TotalAmt |
| Program Services | $5,946,847 | ProgramServicesAmt |
| Management And General | $1,146,204 | ManagementAndGeneralAmt |
| Fundraising | $23,585 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,732,485 | TotalAmt |
| Program Services | $3,954,558 | ProgramServicesAmt |
| Management And General | $761,010 | ManagementAndGeneralAmt |
| Fundraising | $16,917 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,244 | TotalAmt |
| Program Services | $29,927 | ProgramServicesAmt |
| Management And General | $87,317 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,655 | TotalAmt |
| Program Services | $18,183 | ProgramServicesAmt |
| Management And General | $675,472 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,766 | TotalAmt |
| Management And General | $91,766 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,467 | TotalAmt |
| Program Services | $57,834 | ProgramServicesAmt |
| Management And General | $49,633 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,993,999 | TotalAmt |
| Program Services | $4,201,855 | ProgramServicesAmt |
| Management And General | $1,753,538 | ManagementAndGeneralAmt |
| Fundraising | $38,606 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,017,125 | TotalAmt |
| Program Services | $440,258 | ProgramServicesAmt |
| Management And General | $2,565,274 | ManagementAndGeneralAmt |
| Fundraising | $11,593 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,894 | TotalAmt |
| Program Services | $1,712,288 | ProgramServicesAmt |
| Management And General | $245,450 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,211,929 | TotalAmt |
| Program Services | $857,278 | ProgramServicesAmt |
| Management And General | $5,349,534 | ManagementAndGeneralAmt |
| Fundraising | $5,117 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,210,434 | TotalAmt |
| Program Services | $7,051,289 | ProgramServicesAmt |
| Management And General | $1,159,145 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,017 | TotalAmt |
| Program Services | $1,358,845 | ProgramServicesAmt |
| Management And General | $136,710 | ManagementAndGeneralAmt |
| Fundraising | $4,462 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,250 | TotalAmt |
| Program Services | $221,064 | ProgramServicesAmt |
| Management And General | $36,216 | ManagementAndGeneralAmt |
| Fundraising | $1,970 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,217,881 | TotalAmt |
| Program Services | $2,683,989 | ProgramServicesAmt |
| Management And General | $533,892 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,702,801 | TotalAmt |
| Program Services | $7,377,655 | ProgramServicesAmt |
| Management And General | $1,325,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,691,510 | TotalAmt |
| Program Services | $378,526 | ProgramServicesAmt |
| Management And General | $3,312,984 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Service | $4,534,944 | $4,159,709 | $375,068 | $167 |
| Repairs & Maintenance | $2,139,159 | $1,680,695 | $458,464 | |
| Bad Debt | $1,692,727 | $9,833 | $1,682,894 | |
| Library Resources | $1,649,515 | $1,647,633 | $1,882 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,806,543 | TotalAmt |
| Program Services | $1,740,371 | ProgramServicesAmt |
| Management And General | $1,065,280 | ManagementAndGeneralAmt |
| Fundraising | $892 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,687,417 | TotalAmt |
| Program Services | $165,163,566 | ProgramServicesAmt |
| Management And General | $34,177,760 | ManagementAndGeneralAmt |
| Fundraising | $346,091 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,498,819 | BOYAmt |
| EOY | $15,183,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,538,956 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,857 | BOYAmt |
| EOY | $513,886 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,875,875 | BOYAmt |
| EOY | $8,165,259 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,306,971 | BOYAmt |
| EOY | $10,712,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,196,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,478,926 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,012,038 | BOYAmt |
| EOY | $118,717,828 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,328,409 | BOYAmt |
| EOY | $39,590,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,708,904 | BOYAmt |
| EOY | $6,786,397 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,470,695 | BOYAmt |
| EOY | $8,076,484 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,031,774 | BOYAmt |
| EOY | $6,818,717 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,733,342 | BOYAmt |
| EOY | $218,103,852 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,619,932 | BOYAmt |
| EOY | $12,470,124 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,621 | BOYAmt |
| EOY | $1,055,852 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,333,418 | BOYAmt |
| EOY | $60,395,738 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,558 | BOYAmt |
| EOY | $2,453,268 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,388,236 | BOYAmt |
| EOY | $24,882,771 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,847,765 | BOYAmt |
| EOY | $101,257,753 | 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 | $82,260,281 | BOYAmt |
| EOY | $81,176,368 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,625,296 | BOYAmt |
| EOY | $35,669,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,885,577 | BOYAmt |
| EOY | $116,846,099 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,733,342 | BOYAmt |
| EOY | $218,103,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,629,684 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$677,056 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,894 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,389,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,334,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,671,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,098,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,894,244 | CurrentTaxYearAmt |
| Total | $30,388,981 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,389,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,334,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,671,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,098,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,894,244 | CurrentTaxYearAmt |
| Total | $30,388,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $238,763 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,150,218 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,363,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,600,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,507,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,555,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,510,028 | CurrentTaxYearAmt |
| Total | $10,536,939 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,289,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,148,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,774,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,581,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,082,163 | CurrentTaxYearAmt |
| Total | $21,876,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $62,802,327 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $902,390,506 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | Fundraising - 2015 Amount: $ 443,832. 2016 Amount: $ 129,869. 2017 Amount: $ 83,139. 2018 Amount: $ 54,822. 2019 Amount: $ 71,384. Other - 2015 Amount: $ 4,845,731. 2016 Amount: $ 5,018,202. 2017 Amount: $ 2,691,704. 2018 Amount: $ 5,526,945. 2019 Amount: $ 3,010,779. |
| Schedule A, Part II: | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $45,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $46,766 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $91,766 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Between July 1, 2019 through June 30, 2020, Barry University, advocated for government support at the local, state and federal levels, in-person, via email, telephone and U.S. mail. As a member of the Independent Colleges and Universities of Florida (ICUF), Barry University, advocated for legislation that would expand government support and funding for independent colleges and universities. Further, as a member of the Hispanic Association of Colleges and Universities (HACU), Barry University appealed to elected officials for support of Hispanic-serving institutions. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 6.20 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 40.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,000 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $186,476 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,448,212 | BeginningYearBalanceAmt |
| Contributions | $745,043 | ContributionsAmt |
| Investment Earnings Or Losses | $422,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $428,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $194,297 | OtherExpendituresAmt |
| End Year Balance | $45,993,199 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,980,904 | BeginningYearBalanceAmt |
| Contributions | $432,963 | ContributionsAmt |
| Investment Earnings Or Losses | $1,553,590 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $486,621 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,624 | OtherExpendituresAmt |
| End Year Balance | $45,448,212 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,086,142 | BeginningYearBalanceAmt |
| Contributions | $1,261,107 | ContributionsAmt |
| Investment Earnings Or Losses | $2,863,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,251 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $99,508 | AdministrativeExpensesAmt |
| End Year Balance | $43,980,904 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,571,919 | BeginningYearBalanceAmt |
| Contributions | $222,431 | ContributionsAmt |
| Investment Earnings Or Losses | $3,467,987 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $176,195 | AdministrativeExpensesAmt |
| End Year Balance | $40,086,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,195,517 | BeginningYearBalanceAmt |
| Contributions | $393,165 | ContributionsAmt |
| Investment Earnings Or Losses | $865,160 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $881,923 | AdministrativeExpensesAmt |
| End Year Balance | $36,571,919 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66260 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,803,612 | OtherCostOrOtherBasisAmt |
| Book Value | $7,803,612 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,571,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,965,855 | DepreciationAmt |
| Book Value | $97,605,155 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,887,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,513,071 | DepreciationAmt |
| Book Value | $9,374,687 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,934,374 | OtherCostOrOtherBasisAmt |
| Book Value | $3,934,374 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $118,717,828 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Student Deposits | $10,373,634 |
| Other | $14,509,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,882,771 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $139,861,049 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$677,056 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $26,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $112,851 | OtherRevenueAmt |
| Revenue Not Reported | -$537,605 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,398,654 | RevenueSubtotalAmt |
| Other Revenues Not Included | $60,918,447 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,918,447 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $201,317,101 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $138,900,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $104,956 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $131,556 | ExpensesNotReportedAmt |
| Expenses Subtotal | $138,768,970 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $60,918,447 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,918,447 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $199,687,417 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 9: | The University records the easement in its statement of financial position as part of the cost of the land purchased for the University's law school in Orlando. |
| Part III, Line 4: | The collection of books relates to theology, philosophy, religious studies, and supporting disciplines. |
| Part V, Line 4: | The University's unrestricted endowments are restricted by the University's Board of Trustees. The Board can appropriate as much of the net appropriation on board-designated endowments as is prudent considering the University's present and anticipated financial requirements, expected total return on investments, price level trends, and general economic conditions. The income derived from permanently restricted endowed funds is to be used for various programs sponsored by the University in accordance with the donor's wishes and is classified as restricted or net assets with donor restrictions, in accordance with the donor's wishes. Form 990, Schedule D, Part V, Lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 6/30/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions |
| Part X, Line 2: | The University is exempt from federal and state income taxes under Section 501(a) of the Internal Revenue Code (the Code) as an organization described in Section 501(c)(3) of the Code. Accordingly, the financial statements do not include an income tax provision, except for certain taxable transactions. The University complies with the provisions of Accounting Standards Codification (ASC) 740(formerly Financial Accounting Standards Board Interpretation (FASB) No. 48, Accounting for Uncertainty in Income Taxes - An Interpretation of FASB Statement No. 109 ("FIN 48"). Under ASC 740, the University must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. Management of the University does not believe there are any material uncertain tax positions and accordingly has not recognized any liability for unrecognized tax benefits. The University has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the University has filed Internal Revenue Service Form 990 tax returns as required and all other applicable returns in those jurisdictions where it is required. The University believes that it is no longer subject to U.S. federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2017. However, the University is still open to examinations by taxing authorities from fiscal year 2017 forward. For the years ended June 30, 2020 and 2019, there was no interest or penalties recorded or included in the consolidated statements of activities and changes in net assets. Earnings from unrelated business activities were not significant for the years ended June 30, 2020 and 2019. Accordingly, no provision for income taxes has been made in accompanying consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | Change in cash surrender value 7,895. Special event expenses 104,956. |
| Part XI, Line 4b - Other Adjustments: | Scholarships netted with revenue 60,918,447. |
| Part XII, Line 2d - Other Adjustments: | Special event expenses 104,956. |
| Part XII, Line 4b - Other Adjustments: | Scholarships netted with revenue 60,918,447. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The organization currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(c). The organizatoin has updated its homepage to post the policy as of April 2021. |
| Schedule E, Part I, Line 6 | Barry University receives assistance from Title IV programs including Federal Pell Grant Program, Federal Supplemental Education Opportunity Grant, Federal Work-Study Program, Higher Education Emergency Relief Fund, etc. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 50 | Program Services | Graduate Social Work and Education Teaching | $122,014 |
| Central America and the Caribbean | INVESTMENTS | $1,437,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 50 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Subtotal Spent | $1,559,533 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,559,533 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | The organization tracked expenditures in accordance with accrual basis of accounting. |
| Part III Accounting Method: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Alumni Awards Lunch | Event1Nm |
| Gross Receipts Event1 | $43,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,450 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $519 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,181 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $21,068 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $38,189 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,805 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,384 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,218 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $17,376 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $10,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,595 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,550 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $18,550 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,184 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $14,865 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,239 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,711 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $99,939 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,555 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,384 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,218 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,703 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,422 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,239 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,374 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $104,956 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,572 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Student Scholarships/Awards | 4378 | $58,463,372 |
| HEERF Grants | 4184 | $2,455,075 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The University awards grants, scholarships & student loans based on various, predefined criteria. Students must qualify for the assistance. Student enrollment and continuing eligibility are verified on an ongoing basis. No cash changes hands and funds are directly applied to student accounts. In April 2020, the U.S. Department of Education awarded 2.5 million to Barry University to support direct emergency payments to students affected by the COVID-19 pandemic. As of 6/30/20, the University awarded $2,455,075 in emergency financial assistance to students. The balance of $58,624 was awarded over summer 2020. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Michael Allen | ||||||||||||||
| President | $239,086 | $0 | $0 | $0 | $6,600 | $0 | $8,470 | $0 | $84,811 | $0 | $338,967 | $0 | $0 | $0 |
| Ronald Dick | ||||||||||||||
| Professor, Anesthesiology | $135,530 | $0 | $0 | $0 | $159,489 | $0 | $9,986 | $0 | $10,587 | $0 | $315,592 | $0 | $0 | $0 |
| John Murray | ||||||||||||||
| Provost | $276,177 | $0 | $0 | $0 | $0 | $0 | $11,220 | $0 | $23,199 | $0 | $310,596 | $0 | $0 | $0 |
| James Losito | ||||||||||||||
| Professor, Podiatric Medicine | $265,490 | $0 | $0 | $0 | $4,891 | $0 | $8,388 | $0 | $24,249 | $0 | $303,018 | $0 | $0 | $0 |
| John McFadden | ||||||||||||||
| Dean, Nursing & Health Sciences | $195,525 | $0 | $0 | $0 | $79,745 | $0 | $11,049 | $0 | $9,607 | $0 | $295,926 | $0 | $0 | $0 |
| Susan Rosenthal | ||||||||||||||
| VP for Business & Finance | $235,194 | $0 | $0 | $0 | $0 | $0 | $9,792 | $0 | $24,788 | $0 | $269,774 | $0 | $0 | $0 |
| Leticia Diaz | ||||||||||||||
| Dean, Law | $229,590 | $0 | $0 | $0 | $0 | $0 | $9,607 | $0 | $26,277 | $0 | $265,474 | $0 | $0 | $0 |
| Yvette Koottungal | ||||||||||||||
| Vice President for Enrollment & Digi | $214,504 | $0 | $0 | $0 | $0 | $0 | $8,950 | $0 | $24,904 | $0 | $248,358 | $0 | $0 | $0 |
| Thomas Merrill | ||||||||||||||
| Professor, Surgery | $128,598 | $0 | $30,965 | $0 | $44,022 | $0 | $8,460 | $0 | $23,227 | $0 | $235,272 | $0 | $0 | $0 |
| Jacqueline Brill | ||||||||||||||
| Associate Professor, Podiatric Medic | $84,117 | $0 | $111,928 | $0 | $0 | $0 | $8,236 | $0 | $24,887 | $0 | $229,168 | $0 | $0 | $0 |
| Charles Southerland | ||||||||||||||
| Professor, Podiatric Medicine | $125,171 | $0 | $72,089 | $0 | $0 | $0 | $8,097 | $0 | $17,478 | $0 | $222,835 | $0 | $0 | $0 |
| Jennifer Pugh | ||||||||||||||
| VP for University Administration | $180,497 | $0 | $0 | $0 | $25 | $0 | $7,628 | $0 | $26,063 | $0 | $214,213 | $0 | $0 | $0 |
| Scott Smith | ||||||||||||||
| VP for Mission & Student Engagement | $189,575 | $0 | $0 | $0 | $0 | $0 | $7,752 | $0 | $16,037 | $0 | $213,364 | $0 | $0 | $0 |
| David Dudgeon | ||||||||||||||
| General Counsel | $162,249 | $0 | $0 | $0 | $0 | $0 | $6,650 | $0 | $15,124 | $0 | $184,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Housing Allowance: As a condition of employment, and as a convenience to the University, the President is provided a home on University grounds. The University also provides grounds care and housekeeping for the home since the President hosts functions for the University at his home. The home is provided as a nontaxable benefit to the President because it is required in his contract and he resides there for the convenience of the University. |
| Part I, Line 5 | Physicians in the School of Podiatry received a percent of gross receipts of the teaching clinics. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Pinellas County Education Facility | ||||||||
| A | 596000800 | 723161FP5 | 2007-10-24 | $10,000,000 | See Part VI | 0 | 0 | 0 |
| Pinellas County Education Facility | ||||||||
| B | 596000800 | 723161GE9 | 2011-08-02 | $38,929,920 | See Part VI | 0 | 0 | 0 |
| Pinellas County Education Facility | ||||||||
| C | 596000800 | 723161GX7 | 2012-03-28 | $32,695,767 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $182,092 | $131,046 | $2,729,304 | $6,957,558 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $39,032,085 | $553,041 | $16,000,000 | $18,190,897 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $8,235,000 | $3,366,419 | $969,251 | |
| C | $32,797,878 | $439,883 | $28,986,307 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $3,490,000 | $3,419,978 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | Yes (1) | Yes (1) | 0.14100 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 20.000000000000 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Pinellas County Education Facility Date the Rebate Computation was Performed: 10/23/2019 Issuer Name: Pinellas County Education Facility Date the Rebate Computation was Performed: 07/31/2019 Issuer Name: Pinellas County Education Facility Date the Rebate Computation was Performed: 03/27/2020 |
| Schedule K, Part I, Line A, Column (f): | Pinellas County Educational Facility - the purpose of the bond issue is to fund the construction of a building and the equipment for the Institute of Community Health & Minority Medicine, a graduate medical science building, which will provide office space for faculty, classroom space for students and house various health programs, and related improvements of the University, and refinance a loan dated May 7, 2004 from Bank of America, N.A. to the University in the original amount of $7,300,000 and pay costs of issuing the series 2007 bonds. |
| Schedule K, Part I, Line B, Column (f): | Pinellas County Educational Facility - the purpose of the bond issue is to refund the 11/29/2000 bond as well as finance and refinance the cost of acquisitions, construction, and equipping of certain educational facilities and other capital improvements to be owned and operated by the University and to reimburse advances made by the University to pay a portion of such costs, and fund a debt service reserve fund and pay costs of issuance of the Series 2011 Bonds. |
| Schedule K, Part I, Line C, Column (f): | Pinellas County Educational Facility - the purpose of the bond issue is to fully refund the Series 2000 Bonds, partially refund Series 1998 Bonds, fund a debt service reserve fund, and pay certain costs of issuance of the Series 2012 Bonds. |
| Schedule K, Part II, Line 3, Column (B): | Difference proceeds from issue price are Investment Earnings |
| Schedule K, Part II, Line 3, Column (C): | Difference proceeds from issue price are Investment Earnings |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Laura Alonso-Gallo | |||
| Family member of of Board Chairperson, John Bussel | $119,922 | W-2 Wages and Benefits | 0 |
| Rebecca Murray | |||
| Family member of Provost, John Murray | $62,632 | W-2 Wages and Benefits | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $27,341 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Resale Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,016,132 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Food/Beverages | 13 | $24,464 | Cost |
| Yes (X) | Merchandise | 14 | $23,096 | Cost |
| Yes (X) | Equipment | 1 | $5,000 | Cost |
| Yes (X) | Gift Cards | 15 | $3,935 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Description of Organization Mission: | In the Catholic intellectual tradition, integration of study, reflection and action inform the intellectual life. Faithful to this tradition, a Barry education and university experience foster individual and communal transformation where learning leads to knowledge and truth, reflection leads to informed action, and a commitment to social justice leads to collaborative service. Barry University provides opportunities for affirming our Catholic identity, Dominican heritage, and collegiate traditions. Catholic beliefs and values are enriched by ecumenical and interfaith dialogue. Through worship and ritual, we celebrate our religious identity while remaining a University community where all are welcome. Catholic intellectual and religious traditions guide us in the fulfillment of our mission. The mission and values of the Adrian Dominican Sisters serve as the inspiration for our core commitments. |
| Form 990, Part VI, Section A, line 1 | Composition of the Executive Committee of the Board: The Board will have an Executive Committee consisting of the Chairperson of the Board and not less than five (5) other Trustees. The Executive Committee will include at least one (1) member of the Sponsoring Congregation, which shall be the Prioress of the Sponsoring Congregation or a Board member designated by the Prioress. The Chairperson of the Board is also the Chairperson of the Executive Committee. The Vice Chairpersons of the Board and Chairperson of each Committee of the Board will also be members of the Executive Committee. The Secretary of the Board ("Board Secretary"), who must be a Trustee, will also be a member of the Executive Committee. The President shall be an ex officio member of the Executive Committee; as an ex officio member of the Executive Committee the President will not have the power to vote and will not be counted as a member of the Executive Committee for the purpose of determining a quorum. The Chairperson of the Board shall be empowered to invite the immediate past Chairperson to serve on the Executive Committee. Scope of the Committee's authority: When the Board is not in session and prudent management requires prompt action, the Executive Committee shall exercise all of the authority of the Board in the management of the Corporation except as such authority is limited by resolution of the Board, and any such action shall be submitted to the Board at its next meeting for review. Actions by the Executive Committee, as described in this provision, shall be used sparingly and shall not be abused. A majority of the members of the Executive Committee shall constitute a quorum for the transaction of business. |
| Form 990, Part VI, Section A, line 4 | 1. The President of the University was given Board voting rights on matters for which there is no conflict of interest. (Article III, Sec. 2D) 2. The maximum number of board seats available to members of the Sponsoring Congregation was reduced from five to three. (Article III, Sec. 2B) |
| Form 990, Part VI, Section A, line 7a | The University's Sponsoring Congregation selects up to three Sisters to serve as Trustees, one of which shall be the Prioress of the Sponsoring Congregation. |
| Form 990, Part VI, Section A, line 7b | The following matters require the approval of the Sponsoring Congregation's Prioress and General Council or their designee: - any changes to the purposes and mission of the organization - the slate of nominees for appointment to the President of the organization - any amendments to the Articles or Bylaws of the organization that affect the powers or rights of the Sponsoring Congregation - the nominees to the Board and selecting those persons to be appointed as the Sponsoring Congregation Trustees - the purchase, sale, lease or mortgage of real property of the organization in an amount more than $5,000,000 for purchases, sale, and mortgages and more than $50,000 per month for leases - the merger or dissolution of the organization and upon approval of dissolution, the approval of the disposition of the assets of the organization as set forth in the Articles |
| Form 990, Part VI, Section B, line 11b | Barry University uses the following process to review the Form 990. An external tax firm prepares the return with input from the University's controller. The Vice President of Business and Finance reviews, approves, and signs the return. A public inspection copy of the reviewed Form 990 is then provided to the Board of Trustees prior to filing with the IRS. The external tax firm electronically files the return on or before the due date including extensions. |
| Form 990, Part VI, Section B, line 12c | On an annual basis, under the conflict of interest policy, each covered person shall execute an annual disclosure statement disclosing the facts related to any covered relationship. Ongoing: a covered person shall disclose the existence and nature of any covered relationship and all material facts prior to the consideration of a proposed transaction or arrangement by the board (for a trustee or the President) or the ECA (executive committee of the administration) (for covered persons not trustees). In the event that a potential conflict of interest arises at a board meeting for a trustee or the President, then the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the board in the event that a potential conflict of interest arises outside a board meeting and/or for a covered person not a trustee, then the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the ECA. After disclosure by a trustee or the President to the board of a covered relationship and all material facts, and after any discussion with the covered person, he/she shall leave the board meeting while the determination of a conflict of interest is discussed and voted upon. After disclosure by anyone other than a trustee to the ECA of a covered relationship and all material facts, and after any discussion with the covered person, the ECA will discuss and vote upon the determination of a conflict of interest. A covered person that is a trustee or the President may make a presentation to the board, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the financial transaction or arrangement that causes a conflict of interest. The board of trustee or the ECA will then deliberate to independently determine if possible conflict of interest identified will be approved by the appropriate body to ensure adherence to the conflict of interest policy. |
| Form 990, Part VI, Section B, line 15 | Line 15a: The President's compensation is reviewed annually; comparable data/information is reviewed. The compensation is in keeping with the University's guidelines. The Chairperson and the Executive Committee of the Board conduct the annual evaluation of the President. The discussions and decisions form part of the minutes to the board of trustees meeting. Line 15b: Compensation for all other officers and key employees is approved through HR in collaboration with the President, VP, or Provost responsible for the area. HR uses compensation benchmark data for all University positions and documents the approval process in an HR file. |
| Form 990, Part VI, Section C, line 19 | The University makes its governing documents, conflict of interest policy, and audited financial statements available to the public upon request. The 990 return of organization exempt from tax is public information. |
| Form 990, Part XI, line 9: | Adjust to cash surrender value 7,894. |
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