JACKSONVILLE UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE UNIVERSITY (EIN 59-0624412)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202031969349303743
- Schema version
- 2018v3.1
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T15:30:33-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jacksonville University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9042567082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randal Freebourn | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY KOCAJ | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timothy Cost | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $155,856,653 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ju.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The mission of Jacksonville University is to prepare each student for life-long learning, achieving, leading, and serving. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 1730 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $21,339 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $14,512 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,250,436 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,946,568 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,618,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,763,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,084,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,340,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,610,236 | PYOtherRevenueAmt |
| CY Other Revenue | $3,955,741 | CYOtherRevenueAmt |
| PY Total Revenue | $138,564,082 | PYTotalRevenueAmt |
| CY Total Revenue | $153,006,868 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,606,790 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,851,833 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,838,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,459,880 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,995,387 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,104,013 | PYOtherExpensesAmt |
| CY Other Expenses | $48,170,335 | CYOtherExpensesAmt |
| PY Total Expenses | $142,549,331 | PYTotalExpensesAmt |
| CY Total Expenses | $157,482,048 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,985,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,475,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $329,881,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,816,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $233,673,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $251,189,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,207,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,626,471 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to prepare students for life-long success in learning, achieving, leading, and serving. We accomplish this mission in a small, comprehensive, independent University community located within a vibrant metropolitan setting. (continued in Schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $128,108,496 | ExpenseAmt |
| Grant | $50,851,833 | GrantAmt |
| Revenue | $133,659,476 | RevenueAmt |
| Desc | JACKSONVILLE UNIVERSITY ("JU") IS A SMALL, COMPREHENSIVE, INDEPENDENT UNIVERSITY COMBINING THE BEST ATTRIBUTES OF THE LIBERAL ARTS AND SCIENCES TRADITION AND PROFESSIONAL STUDIES. THE JU LEARNING COMMUNITY PROVIDES PERSONALIZED SERVICE AND CLOSE STUDENT-FACULTY INTERACTION WITH AN EMPHASIS ON ENGAGED LEARNING. THE COLLEGE OF ARTS & SCIENCES, THE DAVIS COLLEGE OF BUSINESS, THE COLLEGE OF FINE ARTS, THE COLLEGE OF HEALTH SCIENCES, AND THE SCHOOL OF ORTHODONTICS OFFER MORE THAN 70 UNDERGRADUATE MAJORS PLUS GRADUATE PROGRAMS IN BUSINESS, CHOREOGRAPHY, VISUAL ARTS, EDUCATION, MATH, MARINE SCIENCE, NURSING AND ORTHODONTICS. JACKSONVILLE UNIVERSITY PREPARES ITS STUDENTS TO SUCCEED IN MEANINGFUL CAREERS AND ADVANCED STUDY AT THE GRADUATE LEVEL AND ALSO TO FUNCTION AS WELL-EDUCATED, WELL-ROUNDED, SERVICE-MINDED CITIZENS IN OUR MODERN SOCIETY. | Desc |
| Total Program Service Expenses | $128,108,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6200 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1730 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | Randal Freebourn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9042567024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 University Boulevard North | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32211 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Timothy P Cost | ||||||||
| President | 40.0 | Yes (X) | Yes (X) | $1,132,117 | $0 | $110,729 | ||
| Jamie Shelton | ||||||||
| Chairman | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Chomiak | ||||||||
| Vice Chairman | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Hill Jr | ||||||||
| Secretary & Advocate | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Frank Martire | ||||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jason Altmire | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Laura Angelini | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ken Babby | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Berg | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JF Bryan | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| G Ray Driver | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Roseann Druan | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jannet Walker Ford | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dane Grey | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Kane | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven Koegler | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John Miller | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lee Nimnicht | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| George Scanlon | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John Semanik | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Smith | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda Stein | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kent Thielen MD | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Russ Thomas | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rachel Vitti | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Will Weatherford | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gary Flower | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Gianrico Farrugia MD | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Ghiloni | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Kurzius | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John Wilbanks | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Randal Freebourn | ||||||||
| Senior VP CFO | 40.0 | Yes (X) | $225,521 | $0 | $34,672 | |||
| Christine Sapienza | ||||||||
| Interim Provost, VP President of Academic Affairs | 40.0 | $300,891 | $0 | $37,807 | Yes (X) | |||
| Anthony Jasick | ||||||||
| Head Coach, Men's Basketball | 40.0 | $277,795 | $0 | $40,173 | Yes (X) | |||
| Don Capener | ||||||||
| Dean, Robert T. Shircliff Endowed Chair | 40.0 | $240,168 | $0 | $50,703 | Yes (X) | |||
| Sawsan Tabbaa | ||||||||
| Clin Assoc Prof Orthodontics | 40.0 | $225,949 | $0 | $14,891 | Yes (X) | |||
| Angela Mattia | ||||||||
| Prof. of Decision Sciences & Information Mgmnt | 40.0 | $208,134 | $0 | $16,316 | Yes (X) | |||
| William Crosby | ||||||||
| Interim Dean DCOB | 40.0 | $207,231 | $0 | $29,461 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,817,806 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $334,752 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 102 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Stellar Group Inc | |||||
| 2900 Hartley Rd | Jacksonville | FL | 32257 | Construction | $13,444,556 |
| Aramark Business Services | |||||
| 1101 Market St | Philadelphia | PA | 19107 | DINING SERVICES/FACILITIES | $12,634,128 |
| The Haskell Company | |||||
| PO Box 45275 | JACKSONVILLE | FL | 32232 | Construction | $3,178,440 |
| Aerosim Academy Inc | |||||
| 855-3 St Johns Bluff Rd | JACKSONVILLE | FL | 32225 | Student Flight Lessons | $2,044,596 |
| BMS Cat Inc | |||||
| 5718 Airport Freeway | Haltom City | TX | 76117 | Construction and Restoration Svcs | $859,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 81 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $3,792,117 | GovernmentGrantsAmt |
| All Other Contributions | $12,154,451 | AllOtherContributionsAmt |
| Noncash Contributions | $284,444 | NoncashContributionsAmt |
| Total Contributions | $15,946,568 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition & Fees | 611310 | $107,194,483 | $107,194,483 |
| Auxiliary Enterprises | 611310 | $21,476,912 | $21,476,912 |
| Athletics | 900099 | $1,092,389 | $1,092,389 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,763,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,344,210 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,787 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,330,423 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,299 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,299 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,299 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,802 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,497 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,846,350 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,593,338 | SecuritiesAmt |
| Other | $256,447 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,253,012 | SecuritiesAmt |
| Other | -$256,447 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,565 | TotalRevenueColumnAmt |
| Exclusion | $996,565 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Recovery of write offs | 900099 | $267,862 | $267,862 |
| DINING REVENUE | 722514 | $533,049 | $533,049 |
| INSURANCE PROCEEDS | 900099 | $511,235 | $511,235 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,586,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,583,546 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,898,442 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,006,868 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133,659,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,339 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,379,485 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,851,833 | TotalAmt |
| Program Services | $50,851,833 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,831,833 | TotalAmt |
| Management And General | $1,831,833 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,079,298 | TotalAmt |
| Program Services | $38,212,777 | ProgramServicesAmt |
| Management And General | $3,744,972 | ManagementAndGeneralAmt |
| Fundraising | $1,121,549 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,463,936 | TotalAmt |
| Program Services | $1,372,933 | ProgramServicesAmt |
| Management And General | $59,959 | ManagementAndGeneralAmt |
| Fundraising | $31,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,890,282 | TotalAmt |
| Program Services | $6,965,339 | ProgramServicesAmt |
| Management And General | $1,679,539 | ManagementAndGeneralAmt |
| Fundraising | $245,404 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,194,531 | TotalAmt |
| Program Services | $2,736,697 | ProgramServicesAmt |
| Management And General | $376,748 | ManagementAndGeneralAmt |
| Fundraising | $81,086 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,226 | TotalAmt |
| Program Services | $13,334 | ProgramServicesAmt |
| Management And General | $420,892 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,185 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $159,185 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,524 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $244,524 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,513,264 | TotalAmt |
| Program Services | $706,770 | ProgramServicesAmt |
| Management And General | $5,787,230 | ManagementAndGeneralAmt |
| Fundraising | $19,264 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,606 | TotalAmt |
| Program Services | $711,312 | ProgramServicesAmt |
| Management And General | $155,624 | ManagementAndGeneralAmt |
| Fundraising | $51,670 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,148 | TotalAmt |
| Program Services | $1,113,406 | ProgramServicesAmt |
| Management And General | $283,464 | ManagementAndGeneralAmt |
| Fundraising | $119,278 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876,776 | TotalAmt |
| Program Services | $747,217 | ProgramServicesAmt |
| Management And General | $1,090,564 | ManagementAndGeneralAmt |
| Fundraising | $38,995 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,032,681 | TotalAmt |
| Program Services | $1,072,078 | ProgramServicesAmt |
| Management And General | $1,960,603 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,220,512 | TotalAmt |
| Program Services | $3,059,187 | ProgramServicesAmt |
| Management And General | $106,508 | ManagementAndGeneralAmt |
| Fundraising | $54,817 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,777 | TotalAmt |
| Program Services | $296,617 | ProgramServicesAmt |
| Management And General | $67,571 | ManagementAndGeneralAmt |
| Fundraising | $589 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,790,339 | TotalAmt |
| Program Services | $772 | ProgramServicesAmt |
| Management And General | $6,789,567 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,956,357 | TotalAmt |
| Program Services | $6,956,357 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,545 | TotalAmt |
| Program Services | $589,384 | ProgramServicesAmt |
| Management And General | $676,465 | ManagementAndGeneralAmt |
| Fundraising | $24,696 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food/Meal Plans | $5,791,708 | $5,791,708 | $0 | $0 |
| Bad debt expense | $1,056,048 | $1,056,048 | $0 | $0 |
| Sports Equipment & Supplies | $883,240 | $883,240 | $0 | $0 |
| Recruiting | $480,501 | $480,501 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,640,898 | TotalAmt |
| Program Services | $4,490,986 | ProgramServicesAmt |
| Management And General | $1,942,917 | ManagementAndGeneralAmt |
| Fundraising | $206,995 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,482,048 | TotalAmt |
| Program Services | $128,108,496 | ProgramServicesAmt |
| Management And General | $27,378,165 | ManagementAndGeneralAmt |
| Fundraising | $1,995,387 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,130 | BOYAmt |
| EOY | $1,054,640 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,239,641 | BOYAmt |
| EOY | $8,204,950 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,807,528 | BOYAmt |
| EOY | $5,165,769 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,672,118 | BOYAmt |
| EOY | $57,464,050 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,828 | BOYAmt |
| EOY | $1,911,728 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,042 | BOYAmt |
| EOY | $1,118,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $257,802,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,244,370 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,485,797 | BOYAmt |
| EOY | $164,558,496 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,088,966 | BOYAmt |
| EOY | $45,147,258 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,410,123 | BOYAmt |
| EOY | $7,226,089 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,840,258 | BOYAmt |
| EOY | $51,965,220 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,881,431 | BOYAmt |
| EOY | $343,816,211 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,609,950 | BOYAmt |
| EOY | $12,421,274 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,699,082 | BOYAmt |
| EOY | $65,390,451 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,849,721 | BOYAmt |
| EOY | $136,887,077 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,954,978 | BOYAmt |
| EOY | $9,951,686 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,992,275 | BOYAmt |
| EOY | $12,360,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,567,700 | BOYAmt |
| EOY | $14,179,252 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,673,706 | BOYAmt |
| EOY | $251,189,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,357,506 | BOYAmt |
| EOY | $43,912,943 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,740,974 | BOYAmt |
| EOY | $11,203,946 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,109,245 | BOYAmt |
| EOY | $37,509,582 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,207,725 | BOYAmt |
| EOY | $92,626,471 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,881,431 | BOYAmt |
| EOY | $343,816,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,475,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $924,992 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $7,648 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$38,714 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $18,350,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,301,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,703,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,250,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,946,568 | CurrentTaxYearAmt |
| Total | $67,552,129 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,350,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,301,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,703,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,250,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,946,568 | CurrentTaxYearAmt |
| Total | $67,552,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,164,607 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,387,522 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $884,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,265,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,282,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,382,920 | CurrentTaxYearAmt |
| Total | $6,964,538 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,339 | CurrentTaxYearAmt |
| Total | $90,337 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,791,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,670,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,964,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,556,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,895,692 | CurrentTaxYearAmt |
| Total | $18,878,885 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $93,485,889 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $563,736,162 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6567 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7064 | 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 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 - OTHER INCOME, COLUMN A - 3791097.0, COLUMN B - 3670529.0, COLUMN C - 3964782.0, COLUMN D - 3556785.0, COLUMN E - 3895692.0, COLUMN F - 18878885.0; |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $13,403 | RevenuesIncludedAmt |
| Assets Included | $4,189,407 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,737,287 | BeginningYearBalanceAmt |
| Contributions | $1,267,726 | ContributionsAmt |
| Investment Earnings Or Losses | $2,903,823 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,166,103 | OtherExpendituresAmt |
| End Year Balance | $46,742,733 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,285,756 | BeginningYearBalanceAmt |
| Contributions | $421,572 | ContributionsAmt |
| Investment Earnings Or Losses | $2,074,171 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,044,212 | OtherExpendituresAmt |
| End Year Balance | $44,737,287 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,782,429 | BeginningYearBalanceAmt |
| Contributions | $520,388 | ContributionsAmt |
| Investment Earnings Or Losses | $3,399,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,416,167 | OtherExpendituresAmt |
| End Year Balance | $44,285,756 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,987,405 | BeginningYearBalanceAmt |
| Contributions | $8,883,251 | ContributionsAmt |
| Investment Earnings Or Losses | $176,758 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,264,985 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $43,782,429 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,417,044 | BeginningYearBalanceAmt |
| Contributions | $240,520 | ContributionsAmt |
| Investment Earnings Or Losses | $1,235,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,655,342 | OtherExpendituresAmt |
| Administrative Expenses | $250,000 | AdministrativeExpensesAmt |
| End Year Balance | $36,987,405 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2186 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7082 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0732 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,424,371 | OtherCostOrOtherBasisAmt |
| Book Value | $7,424,371 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,497,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,140,125 | DepreciationAmt |
| Book Value | $110,357,474 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $520,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,502 | DepreciationAmt |
| Book Value | $458,878 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,611,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,831,438 | DepreciationAmt |
| Book Value | $16,780,549 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,748,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,211,305 | DepreciationAmt |
| Book Value | $29,537,224 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $164,558,496 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Collectibles/Life Insurance Policies | $143,022 |
| Permanent Art Collection | $4,189,407 |
| Assets Limited to Use-Bond Reserve Accounts | $47,632,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $51,965,220 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Student Deposits | $677,710 |
| Advances from Federal Gov't | $1,130,190 |
| Capital Lease Obligations | $12,202,511 |
| Nurse Faculty Standard Loan Program | $168,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,179,252 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $103,240,059 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $924,992 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,648 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $932,640 | RevenueNotReportedAmt |
| Revenue Subtotal | $102,307,419 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $244,524 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $50,454,925 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $50,699,449 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $153,006,868 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,821,313 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $38,714 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $38,714 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,782,599 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $244,524 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $50,454,925 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $50,699,449 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $157,482,048 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The art collection represents hundreds of pieces of art work, paintings, and sculptures donated to the university over the past 75 years. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Donor-restricted endowment funds are intended to be held in perpetuity, with the earnings thereof used for the stated purpose defined in the gift instruments. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The University is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. U.S. GAAP prescribes recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if the tax position is considered more-likely-than-not to be sustained in a tax examination, with a tax examination being presumed to occur. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The University does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The University recognizes interest and/or penalties related to income tax matters in income tax expense. The University did not have any amount accrued for interest and penalties at June 30, 2019 and 2018. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Financial Assistance - 50454925 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | UNCOLLECTED PLEDGES - 38714 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Financial Assistance - 50454925 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | Jacksonville University publishes its nondiscriminatory policies in various documents of the University, including the school catalog, student handbook, registration posters, and newspaper advertisements. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | In order to provide students with adequate financial aid packages, the University participates in both federal and state financial aid programs. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $757,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $380,791 | Student Class Trips, Speaking Engagements and Conference Travel |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $2,064 | Faculty Research |
| South America | 0 | 0 | Program Services | $10,600 | Student Study Abroad |
| East Asia and the Pacific | 0 | 0 | Program Services | $12,467 | Recruiting, Faculty Conference Participation |
| Middle East and North Africa | 0 | 0 | Program Services | $3,882 | Recruiting |
| Sub-Saharan Africa | 0 | 0 | Program Services | $1,495 | Faculty Research |
| Central America and the Caribbean | 0 | 0 | Program Services | $43,778 | Student Class Trip,. Documentary Research |
| Russia and Neighboring States | 0 | 0 | Program Services | $970 | Faculty Presentation |
| South Asia | 0 | 0 | Program Services | $6,811 | Recruiting |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,219,858 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,219,858 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT WORK AWARDS | 302 | $585,648 |
| SCHOLARSHIPS | 2301 | $45,284,646 |
| FEDERAL PELL GRANT PROGRAM | 973 | $4,215,933 |
| FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS | 312 | $351,844 |
| COLLEGE WORK-STUDY PROGRAMS | 293 | $392,757 |
| Student Loan Cancellations | 27 | $21,005 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | All grant expenditures are reviewed by the Grant Accountant for reasonableness, allowable expenditures, and compliance to the grant regulations and criteria. All scholarships and assistance are provided as a credit to the student's tuition account. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Timothy P Cost | ||||||||||||||
| President | $430,646 | $0 | $150,000 | $0 | $551,471 | $0 | $102,312 | $0 | $8,417 | $0 | $1,242,846 | $0 | $473,817 | $0 |
| Randal Freebourn | ||||||||||||||
| Senior VP CFO | $225,005 | $0 | $0 | $0 | $516 | $0 | $14,100 | $0 | $20,572 | $0 | $260,193 | $0 | $0 | $0 |
| Christine Sapienza | ||||||||||||||
| Interim Provost, VP President of Academic Affairs | $300,615 | $0 | $0 | $0 | $276 | $0 | $16,682 | $0 | $21,125 | $0 | $338,698 | $0 | $0 | $0 |
| Anthony Jasick | ||||||||||||||
| Head Coach, Men's Basketball | $240,504 | $0 | $30,000 | $0 | $7,291 | $0 | $14,894 | $0 | $25,279 | $0 | $317,968 | $0 | $0 | $0 |
| Don Capener | ||||||||||||||
| Dean, Robert T. Shircliff Endowed Chair | $238,722 | $0 | $0 | $0 | $1,446 | $0 | $12,750 | $0 | $37,953 | $0 | $290,871 | $0 | $0 | $0 |
| Sawsan Tabbaa | ||||||||||||||
| Clin Assoc Prof Orthodontics | $225,433 | $0 | $0 | $0 | $516 | $0 | $13,200 | $0 | $1,691 | $0 | $240,840 | $0 | $0 | $0 |
| Angela Mattia | ||||||||||||||
| Prof. of Decision Sciences & Information Mgmnt | $207,891 | $0 | $0 | $0 | $243 | $0 | $5,820 | $0 | $10,496 | $0 | $224,450 | $0 | $0 | $0 |
| William Crosby | ||||||||||||||
| Interim Dean DCOB | $206,613 | $0 | $0 | $0 | $618 | $0 | $11,670 | $0 | $17,791 | $0 | $236,692 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Don Capener, Dean of Davis College of Business, is allowed to upgrade from Coach to First Class on two trips per year. This is not treated as taxable compensation to the individual. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Tim Cost received a taxable housing allowance as part of his employment. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Tim Cost received payments for club dues. The clubs were used entirely for business purposes and were treated as taxable compensation. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | President Tim Cost participated in a 457(f) nonqualified deferred compensation plan. Total contributions into this plan for 2018 were $77,812. Total distributions out of the plan for 2018 were $473,817. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Higher Educational Facilities Financing Authority | ||||||||
| A | 900058227 | 34073TKX4 | 2018-06-19 | $97,993,064 | See VI | false | false | false |
| City of Jacksonville Florida | ||||||||
| B | 596000344 | 46936RAD4 | 2018-06-19 | $41,187,643 | See VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $98,420,526 | $6,261,061 | $0 | $0 | $1,604,577 | $0 | $526,000 | $17,922,236 | $58,589,000 | $13,517,653 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $41,662,079 | $2,642,529 | $0 | $0 | $698,119 | $0 | $0 | $13,757,960 | $0 | $24,563,471 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I Higher Educational Facilities Financing Authority JU Project 2018A-1 | *Description of Purpose: The Proceeds of the bonds will be used to fund a loan to the borrower for the purpose of: (I) Financing, reimbursing or refinancing a portion of the costs of acquiring, construction, renovating, and equipping the costs of projects consisting of the acquisition, construction and installation of certain educational facilities including but not limited to the renovation of existing residence halls, the construction and/or renovation of various other facilities and capital expenditures, and the installation of facilities, furnishings, fixtures and equipment related to the foregoing (II) Refinancing projects through the financing of certain outstanding indebtedness of the borrower (III) Funding debt service reserves for the bonds and (IV)Paying all or a portion of the costs of issuing bonds The refunded obligations consist of the following: (I) Promissory note dated November 21, 2011, in the original principal amount of $63,000,000, issued by the borrower which refunded the outstanding high educational facilities financing authority revenue bonds (Jacksonville University) project 2006, issued October 12, 2006; (II) Promissory note dated November 4, 2016, issued by the borrower, in the original principal amount of $6,300,000. |
| Schedule K, Part I City of Jacksonville, FL Educ Facilities Rev Bonds (JU Project) Series2018 B | *Description of Purpose: The proceeds of the Bonds will be used to fund a loan to the Borrower for the purpose of: (i) financing, reimbursing or refinancing a portion of the costs of acquiring, constructing, renovating, and equipping the costs of the Project (as defined herein), (ii) funding debt service reserves for the Bonds, and (iii) paying all or a portion of the costs of issuing the Bonds The project consists of the acquisition, construction and installation of certain educational facilities including but not limited to: (i) the construction of a new three-story building containing approximately 104,000 square feet for the Brooks Rehabilitation College of Healthcare Sciences which contains the Keigwin School of Applied Health Sciences and the School of Orthodontics, (ii) the renovation of existing residence halls, (iii) the construction and/or renovation of various other facilities and capital expenditures, and (iv) the installation of facilities, furnishings, fixtures and equipment related to the foregoing. |
| Schedule K, Part II Higher Educational Facilities Financing Authority JU Project 2018-1 | Line 3 - proceeds of issue increased due to investment earnings in the amount of $427,462.37. |
| Schedule K, Part II City of Jacksonville, FL Educ Facilities Rev Bonds (JU Project) Series2018 B | Line 3 - proceeds of issue increased due to investment earnings in the amount of $474,436.24. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Statement | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $52,148 | CashGrantAmt |
| Type Of Assistance | Discounted Tuition | TypeOfAssistanceTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. PURSUANT TO THE INSTRUCTIONS TO FORM 990, SCHEDULE L, PART III, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,403 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $228,721 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Furniture Fixtures & Equipment | 6 | $12,528 | Cost |
| Yes (X) | Miscellaneous | 44 | $8,792 | Cost |
| Yes (X) | Musical Instruments and Music | 2 | $13,500 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - Number of Contributions Boats and planes - Number of Items Received Securities - Publicly traded - Number of Contributions Other - Furniture Fixtures & Equipment Number of Contributions Other - Miscellaneous Number of Contributions Other - Musical Instruments and Music Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION STATEMENT | (CONTINUED FROM PART III) THE UNIVERSITY SERVES AN ETHNICALLY AND GEOGRAPHICALLY DIVERSE, PREDOMINANTLY UNDERGRADUATE STUDENT BODY, AS WELL AS ADULT LEARNERS IN SELECTED UNDERGRADUATE AND GRADUATE PROGRAMS. OUR LEARNING COMMUNITY PROVIDES PERSONALIZED SERVICE, CLOSE STUDENT-FACULTY INTERACTION, AND AN EXTENSIVE ARRAY OF EDUCATIONAL AND CO-CURRICULAR PROGRAMS. WE EMPHASIZE ENGAGED LEARNING, THE INTEGRATION OF THINKING WITH DOING, AND THE COMBINATION OF PROFESSIONAL PREPARATION WITH A STRONG LIBERAL ARTS FOUNDATION. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The executive committee has all powers of the board except as prohibited by law and except that it shall not have the power to alter or revoke any previous order, resolution or vote of a meeting of the board unless specifically granted such power by the board. The committee shall have as its special responsibility oversight for the preparation and implementation of the University's strategic plan presented by the President. The members of the executive committee shall consist of all the officers of the board and the chairs of the standing committees. The president of the university shall serve on the executive committee without vote. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The University uses its external tax advisers to prepare and review its 990 tax return on a timely basis. The content information is provided by University staff and is subject to review by the Chief Financial Officer. The 990 is then reviewed and approved by the Audit Committee of the Board of Trustees and their review is reported to the Board. Copies of the 990 are made available to members of the Board before final submission. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The University requires on an annual basis written confirmation from all executive staff and board of trustees' members full & complete acknowledgement of compliance with the University's conflict of interest policy. The University's purchasing policies & procedures also ensure that all purchasing decisions are evaluated on a stringent quality and cost/benefit process that is not influenced by potential related party or conflict of interest. Individuals are prohibited from voting on any matter where a conflict of interest exists. If an individual is unsure whether a conflict exists or not, they may request the Board or Committee to resolve the matter via vote. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The University determines its annual compensation for all executive, senior level and key employees on a consistent basis through the use of independent, comparative compensation data from peer institutions of similar size and complexity. The employment contracts of the University's President and other key senior officers and employees are also reviewed and approved by a select group of board of trustee's members. The evaluation is performed annually, the last time being April-May 2019. Evidence of deliberation and decision is contained in the minutes of the board of trustees meetings. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The University determines its annual compensation for all executive, senior level and key employees on a consistent basis through the use of independent, comparative compensation data from peer institutions of similar size and complexity. The evaluation is performed annually, the last time being April-May 2019. Evidence of deliberation and decision is contained in the minutes of the board of trustees meetings. |
| Form 990, Part VI, Line 19 Required documents available to the public | The governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | All Other Revenue - Total Revenue: 2583546, Related or Exempt Function Revenue: 2583546, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Advertising - Total Revenue: 2075, Related or Exempt Function Revenue: , Unrelated Business Revenue: 2075, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; running lab revenue - Total Revenue: 675, Related or Exempt Function Revenue: , Unrelated Business Revenue: 675, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Uncollected Pledges - -38714; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| JACKSONVILLE UNIVERSITY CLINIC LLC | |||||||||
| 2800 UNIVERSITY BOULEVARD NORTH | JACKSONVILLE | FL | 32211 | 043648158 | ORTHODONTIC CLINIC OPERATIONS | FL | $2,928,870 | $479,194 | JU |
| Jacksonville University Flight Team LLC | |||||||||
| 2800 University Boulevard North | Jacksonville | FL | 32211 | 590624412 | Flight Team Exercises | FL | $0 | $0 | JU |
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