2020-06-08T15:56:27-05:00 2019-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 1450 BRICKELL AVENUE 18TH FLOOR MIAMI FL 33131 990 2018-07-01 590949880 ST THOMAS UNIVERSITY STTH 3056286704 16400 NW 32 AVENUE MIAMI FL 33054 LINDA L WAGNER VP FOR ADMINISTRATION AND CFO 3056286704 2020-05-14 1 LISETTE RODRIGUEZ P01404398 3053735500 38.140.52.131 2020-05-14 19:05:04 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z LINDA L WAGNER 16401 NW 37TH AVENUE MIAMI GARDENS FL 33054 55831243 0 X WWW.STU.EDU X 1961 FL ST. THOMAS UNIVERSITY IS A CATHOLIC UNIVERSITY WITH RICH CULTURAL AND INTERNATIONAL DIVERSITY COMMITTED TO THE ACADEMIC AND PROFESSIONAL SUCCESS OF ITS STUDENTS WHO BECOME ETHICAL LEADERS IN OUR GLOBAL COMMUNITY. 26 24 1317 150 0 0 8916253 5465478 43596008 45348855 926301 985477 630205 676947 54068767 52476757 10000 0 0 0 34052403 33952516 0 0 1515362 21593067 21737749 55655470 55690265 -1586703 -3213508 87143409 87971044 40847931 44010106 46295478 43960938 ST. THOMAS UNIVERSITY IS A CATHOLIC UNIVERSITY WITH RICH CULTURAL AND INTERNATIONAL DIVERSITY COMMITTED TO THE ACADEMIC AND PROFESSIONAL SUCCESS OF ITS STUDENTS WHO BECOME ETHICAL LEADERS IN OUR GLOBAL COMMUNITY. 0 0 38283503 42483841 ST. THOMAS UNIVERSITY WAS ACCEPTED AS A MEMBER OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS AND FIRST ACCREDITED BY THE COMMISSION ON COLLEGES IN 1968. ST THOMAS IS ACCREDITED TO AWARD BACHELORS, MASTERS AND JURIS DOCTOR DEGREES. THE FALL 2018 FTE (IPED DEFINITION) ENROLLMENT SHOWS A TOTAL OF 1,364 UNDERGRADUATE STUDENTS INCLUDING DUAL ENROLLMENT HIGH SCHOOL STUDENTS, 566 GRADUATE STUDENTS, AND 548 LAW STUDENTS. TUITION FOR ACADEMIC YEAR 2018-2019 WAS $31,650 FOR FULL TIME UNDERGRADUATE STUDENTS AND $42,190 FOR FULL TIME LAW STUDENTS. GRADUATE TUITION RANGED BETWEEN $537 AND $997 PER CREDIT. CERTAIN PROGRAMS WERE OFFERED AT A DISCOUNTED RATE. 4254197 3416110 ST. THOMAS UNIVERSITY PROVIDES THE OPPORTUNITY FOR COMMUNITY LIVING BASED UPON THE CATHOLIC PHILOSOPHY OF MUTUAL RESPECT FOR THE RIGHTS OF EACH INDIVIDUAL. THE RESIDENCE HALL ARRANGEMENTS ENCOURAGE AUTONOMY, THE DEVELOPMENT OF INTERPERSONAL RELATIONSHIPS, ALONG WITH THE CONVINIENCE OF RESIDING ON CAMPUS. ST. THOMAS UNIVERSITY HAD 339 STUDENTS LIVING ON CAMPUS DURING FALL 2018 AND 313 DURING SPRING 2019. DURING SUMMER, IN COOPERATING WITH A LANUAGE ACADEMY, ST. THOMAS UNIVERSITY PROVIDES ROOM AND BOARD TO STUDENTS LEARNING ENGLISH. 861877 HUMAN RIGHTS INSTITUTE - THE INSTITUTE IS FUNDED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES PROVIDING IMMIGRATION LEGAL SERVICES TO QUALIFIED CUSTOMERS FREE OF CHARGE. ST. THOMAS UNIVERSITY IS REIMBURSED BY THE STATE OF FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES (PASS THROUGH AGENCY) VIA CHURCH WORLD SERVICES. ST. THOMAS UNIVERSITY IS REIMBURSED BASED ON A NEGOTIATED FEE FOR SERVICES UP TO THE AMOUNT OF EXPENSES INCURRED. IN ADDITION TO REPORTING THE NUMBER OF CLIENTS SERVED, ST. THOMAS UNIVERSITY REPORTS OPERATIONAL EXPENSES OF THE HUMAN RIGHTS INSTITUTE ON A QUARTERLY BASIS. APPROXIMATELY 2,466 CLIENTS WERE SERVED IN FISCAL YEAR 2019. 43399577 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 56 0 1 1317 1 0 1 SP 0 0 0 1 1 0 0 0 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X MARIBEL SMITH 3056286704 16401 NW 37TH AVENUE MIAMI GARDENS FL 33054 WINI AMATURO TRUSTEE 1.00 X 0 0 0 BOB DICKINSON TRUSTEE 1.00 X 0 0 0 JOHN J DOONER CHAIR 1.00 X X 0 0 0 CONSTANCE M FERNANDEZ TRUSTEE 1.00 X 0 0 0 PAUL A GARCIA TRUSTEE 1.00 X 0 0 0 GARY GOLDBLOOM TRUSTEE 1.00 X 0 0 0 RAY GONZALEZ TRUSTEE 1.00 X 0 0 0 ALEX PENELAS SECRETARY 1.00 X X 0 0 0 JOSEPH P LACHER TRUSTEE 1.00 X 0 0 0 VICTOR H MENDELSON TRUSTEE 1.00 X 0 0 0 DOMINICK F MINIACI TRUSTEE 1.00 X 0 0 0 REV JOHN T BUTLER TRUSTEE 1.00 X 0 0 0 MARIO MURGADO TRUSTEE 1.00 X 0 0 0 BISHOP ENRIQUE E DELGADO TRUSTEE 1.00 X 0 0 0 FRANCES ALDRICH SEVILA-SACASA TRUSTEE 1.00 X 0 0 0 MARCOS A PEREZ TRUSTEE 1.00 X 0 0 0 PETER PRIETO TRUSTEE 1.00 X 0 0 0 JORGE RICO VICE-CHAIR 1.00 X X 0 0 0 LOURDES RIVAS TRUSTEE 1.00 X 0 0 0 ROBERT SANCHEZ TRUSTEE 1.00 X 0 0 0 GREGORY T SWIENTON TRUSTEE 1.00 X 0 0 0 MARIO TRUEBA TRUSTEE 1.00 X 0 0 0 MAUREEN SHEA TRUSTEE 1.00 X 0 0 0 MICHAEL T FAY TRUSTEE 1.00 X 0 0 0 DAVID A ARMSTRONG PRESIDENT 35.00 X 166331 0 13123 IRMA BECERRA-FERNANDEZ PROVOST & CHIEF ACADEMIC O 35.00 X 162982 0 9037 TERRENCE O'CONNOR VP OF ADMINISTRATION/CHIEF 35.00 X 217785 0 19568 FRANKLYN M CASALE FORMER PRESIDENT 1.00 X 53278 0 49148 ANITA D BRITT CHIEF FINANCIAL & ADMINISTRATI 35.00 X 200847 0 7481 TAMARA F LAWSON LAW SCHOOL DEAN 35.00 X 225983 0 14887 ALFREDO GARCIA LS DEAN/INTERIM PROVOST 35.00 X 303148 0 24048 SOMNATH BHATTACHARYA DEAN, SCHOOL OF BUSINESS 35.00 X 220106 0 9489 SIEGFRIED WIESSNER DIRECTOR 35.00 X 204163 0 13735 JOHN MAKDISI PROFESSOR 35.00 X 200905 0 8406 ROZA PATI PROFESSOR 35.00 X 191591 0 15672 ROY BALLESTE DIRECTOR 35.00 X 194605 0 10023 2341724 0 194617 62 0 1 0 HOTCHALK 1999 S BASCOM AVENUE CAMPBELL CA 95008 ONLINE PLATFORM 3586742 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICES 1737816 FOLLETT'S BOOKSTORE 3146 SOLUTIONS CENTER CHICAGO IL 60677 BOOKSTORE 733835 G4S SECURE SOLUTIONS INC PO BOX 277469 ATLANTA GA 30384 SECURITY 655711 ATTAIN PO BOX 221374 CHANTILLY VA 20115 FINANCIAL AID TECH SUPPORT 552824 20 99454 2578456 2787568 5304 5465478 TUITION AND FEES, NET 611710 41932745 41932745 ROOM AND BOARD 611710 3416110 3416110 45348855 714227 714227 7727 7727 122706 4670 118036 118036 118036 3538624 3267374 271250 271250 271250 82530 99454 82442 88 88 COMMISSION AND FEES 611710 266470 266470 MISCELLANEOUS ATHLETIC REVENUE 611710 133426 133426 FINANCIAL AID OVERHEAD 611710 25941 25941 125259 125259 551096 52476757 45899951 0 1111328 1316788 404817 738621 173350 26599997 21961546 4018121 620330 660457 536219 109800 14438 3478395 2756850 625542 96003 1896879 1522925 327701 46253 128417 128417 102075 102075 45939 45939 576885 119514 457371 816651 110195 706456 1776714 1034048 620254 122412 1316912 486822 829806 284 3085238 2833771 239830 11637 1645562 1427173 67360 151029 1380520 1301055 77462 2003 3036903 2844396 182693 9814 1130332 700606 426648 3078 CONTRACT SERVICES 2545951 2006172 444579 95200 FOOD SERVICES 1412880 1412880 TEXTBOOKS AND LIBRARY M 1037178 1037178 REPAIRS/MAINTENANCE 468540 67745 400795 1231052 835665 225856 169531 55690265 43399577 10775326 1515362 586531 1233321 266803 122226 9605386 7802777 2046116 1683234 293749 209558 97314913 53294195 41402798 44020718 30093090 30529248 2792246 2313422 56690 56540 87143409 87971044 8411639 6548083 910987 3585342 25732675 24668519 2335000 5983194 3457630 3224968 40847931 44010106 X 11567072 11640800 34728406 32320138 46295478 43960938 87143409 87971044 -3213508 878968 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 573146 X X HELD AS INVESTMENT 0 29003125 456716 1760301 1583464 31785 29604893 27003325 1569101 2252658 1790579 31380 29003125 24157795 817368 3274737 1217280 29295 27003325 24933675 1120070 -163954 1696059 35937 24157795 22615394 1999976 676013 322270 35438 24933675 0.25000 0.75000 1 0 183254 3841663 4024917 62623645 30525953 32097692 16144876 14740428 1404448 573146 13948329 8027814 6493661 44020718 CAPITAL LEASES 96856 DEPOSITS IN CUSTODY 244190 ANNUITY LIABILITY 132159 PERKINS LOAN 2751763 3224968 X 53410298 878968 13400 87112 979480 52430818 45939 45939 52476757 55744838 13400 13400 55731438 45939 -87112 -41173 55690265 PART X, LINE 2: THE UNIVERSITY IS INCLUDED IN THE OFFICIAL CATHOLIC DIRECTORY, WHICH ENTITLES IT TO AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, GENERALLY WOULD NOT INCUR INCOME TAXES. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THE UNIVERSITY RECOGNIZES AND MEASURES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURN BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES AND RENTAL EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES AND RENTAL EXPENSES PART III, LINE 4 COLLECTION OF DONATED ART WORK. PROCEEDS FROM SALES TO BE USED FOR SUPPORTING ST. THOMAS UNIVERSITY CAPITAL CAMPAIGN. PART V, LINE 4 ENDOWMENT EARNINGS ARE USED TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL PURPOSES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ST. THOMAS UNIVERSITY ADMITS STUDENTS OF ANY SEX, RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE UNIVERSITY. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. SCHEDULE E, PART I, LINE 6 TOTAL FEDERAL AWARDS $51,798,631, COMPOSED OF $49,305,475 STUDENT FINANCIAL AID CLUSTER AND $2,493,156 OF OTHER FEDERAL GRANT CONTRACTS. TOTAL STATE AWARDS OF $2,828,588 IN STUDENT FINANCIAL AID. CRAB DINNER 67527 23978 43549 30059 853 11278 GOLF TOURNAMENT 114457 75476 38981 11557 20394 8301 181984 99454 82530 11557 50453 853 19579 82442 88 X X X 1 1 X X X X 1 0 0 0 0 0 0 0 0 DAVID A ARMSTRONG PRESIDENT 136331 0 0 0 30000 0 4950 0 8173 0 179454 0 0 0 IRMA BECERRA-FERNANDEZ PROVOST & CHIEF ACADEMIC O 162982 0 0 0 0 0 5800 0 3237 0 172019 0 0 0 TERRENCE O'CONNOR VP OF ADMINISTRATION/CHIEF 211785 0 0 0 6000 0 8080 0 11488 0 237353 0 0 0 FRANKLYN M CASALE FORMER PRESIDENT 53278 0 0 0 0 0 2133 0 47015 0 102426 0 0 0 ANITA D BRITT CHIEF FINANCIAL & ADMINISTRATI 65847 0 0 0 135000 0 0 0 7481 0 208328 0 0 0 TAMARA F LAWSON LAW SCHOOL DEAN 224983 0 0 0 1000 0 8296 0 6591 0 240870 0 0 0 ALFREDO GARCIA LS DEAN/INTERIM PROVOST 297148 0 0 0 6000 0 12000 0 12048 0 327196 0 0 0 SOMNATH BHATTACHARYA DEAN, SCHOOL OF BUSINESS 220106 0 0 0 0 0 9000 0 489 0 229595 0 0 0 SIEGFRIED WIESSNER DIRECTOR 204163 0 0 0 0 0 7432 0 6303 0 217898 0 0 0 JOHN MAKDISI PROFESSOR 200905 0 0 0 0 0 7839 0 567 0 209311 0 0 0 ROZA PATI PROFESSOR 191591 0 0 0 0 0 5508 0 10164 0 207263 0 0 0 ROY BALLESTE DIRECTOR 194605 0 0 0 0 0 0 0 10023 0 204628 0 0 0 PART I, LINE 1A CAR ALLOWANCE FOR THE VICE PRESIDENTS AND HOUSING ALLOWANCE FOR THE PRESIDENT. A HIGHER EDUCATION FACILITIES FINANCING AUTHORITY 900058227 34073TBC0 2015-06-17 29005000 REFINANCING BOND SERIES 2009 - FINANCING THE COST OF CERTAIN PROJECTS 0 0 0 A 29005000 473790 623357 27907853 2034 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 DOMINIC MINIACI PARAMOUNT REFRESHME BOARD MEMBER 22551 LEASE OF COFFEE MACHINES 0 SCHEDULE L, PART IV MR. DOMINIC MINIACI IS A MEMBER OF THE BOARD OF TRUSTEES AND HIS FAMILY BUSINESS, PARAMOUNT REFRESHMENTS, HAS A CONTRACT WITH ST. THOMAS UNIVERSITY ON A COMPETITIVE BID PROCESS. ST. THOMAS UNIVERSITY PAID PARAMOUNT REFRESHMENTS $22,551 DURING FISCAL YEAR 2019. X 1 5304 FMV AT THE TIME OF DONAT X SILENT AUCTION 52 9992 SALE PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS EMAILED TO MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SENT OUT BY HUMAN RESOURCES AT THE BEGINNING OF EACH SCHOOL YEAR. IT IS MANDATORY FOR ALL TRUSTEES, OFFICERS, FACULTY AND ADMINISTRATION TO SIGN THE STATEMENT, AND IF APPLICABLE, TO DISCLOSE INFORMATION WHICH MAY BE CONSIDERED A CONFLICT OF INTEREST. IN THE CASE OF FACULTY AND ADMINISTRATION, IT IS UP TO THE DEPARTMENT VP OR THE PROVOST TO HAVE A CONVERSATION WITH THE EMPLOYEE, TO DETERMINE IF THE CONFLICT DOES EXIST AND TO COME UP WITH SOLUTIONS TO RESOLVE THE CONFLICT. THE SIGNED STATEMENTS ARE MAINTAINED IN THE OFFICE OF HUMAN RESOURCES. FAILURE TO SUBMIT A CONFLICT OF INTEREST STATEMENT MAY CONSTITUTE CAUSE FOR DISMISSAL. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES MAY BE DETERMINED BY USE OF COMPENSATION SURVEYS AND MARKET ANALYSIS. GENERALLY, SALARIES ARE ESTABLISHED BY THE PRESIDENT OF THE UNIVERSITY OR THE DEPARTMENT DEANS WITH THE CONSENT OF THE PRESIDENT. A WRITTEN EMPLOYMENT CONTRACT IS GIVEN TO THE EMPLOYEES. OFFICER COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 SUCH DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PART XI LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.