FLORIDA GULF COAST UNIVERSITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA GULF COAST UNIVERSITY FOUNDATION INC (EIN 65-0403969)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-26
- IRS object ID
- 201900859349301000
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-26T10:49:44-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST JACKSON ST SUITE 1200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650403969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 2395901060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD CARRINGTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2395901060 | PhoneNum |
| Signature | 2019-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 8132511010 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.168.122.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-18 | IPDt |
| IP Tm | 10:28:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 120F5A18CE41A9D6862AD2F91D057C96B8D3C6ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B670C8C210F0245D71F1F8B052AA4E3CE9649D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER SIMONEAU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,664,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FGCU.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | -$9,435 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$10,285 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,497,842 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,322,793 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $776,462 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,236,029 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,511,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,080,437 | CYInvestmentIncomeAmt |
| PY Other Revenue | $729,305 | PYOtherRevenueAmt |
| CY Other Revenue | $752,816 | CYOtherRevenueAmt |
| PY Total Revenue | $26,514,654 | PYTotalRevenueAmt |
| CY Total Revenue | $17,392,075 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,743,330 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,320,754 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $21,959 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $9,920 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $237,638 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,385,868 | PYOtherExpensesAmt |
| CY Other Expenses | $4,898,487 | CYOtherExpensesAmt |
| PY Total Expenses | $16,151,157 | PYTotalExpensesAmt |
| CY Total Expenses | $15,229,161 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,363,497 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,162,914 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $126,651,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,528,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,979,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,580,722 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,671,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $129,947,328 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,323,104 | ExpenseAmt |
| Grant | $10,320,754 | GrantAmt |
| Revenue | $1,236,029 | RevenueAmt |
| Desc | TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATION AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. | Desc |
| Total Program Service Expenses | $14,323,104 | 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 | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD CARRINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2395901060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MARTIN | |||||||||
| PRESIDENT, FGCU AS OF 7/1/17 | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $194,045 | $23,553 | ||
| DAVID HOLMES | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID CALL | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY CARTWRIGHT | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY JOHNSON | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ACKERT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE ANTONUCCI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FAYE BILES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY CASIMIR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH CATTI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRON COLLIER III | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS CORCORAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MILLER COUSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES EDWARDS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN FJELSTUL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY FRIDKIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FUMAGALLI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH GAMMONS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH GEIER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN HILL GRIFFIN III | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN HAMILTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS HANSCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HARTLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA HOLQUIST | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HOROWITZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES IDELSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES KETTEMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KNUPP | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN KOREST | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX LAMBROS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN LAVENDER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD LESCH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNIE LESTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LUCAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MCINTOSH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J LEO MONTGOMERY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD MORTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES NATHAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEURT PEET | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED PEZESHKAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRAVUS POPE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID POWELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF PROVOL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYELA ROSALES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SCHORTZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA SCOTT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE SEIDLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET SPROUL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUANE STRANAHAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SULICK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA TAYLOR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN WEISS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES WINTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SIMONEAU | |||||||||
| EXECUTIVE DIRECTOR | 30.00 | 10.00 | Yes (X) | $0 | $246,311 | $39,525 | |||
| STEVE MAGIERA | |||||||||
| ASSISTANT TREASURER | 2.00 | 38.00 | Yes (X) | $0 | $313,668 | $44,580 | |||
| GERARD CARRINGTON | |||||||||
| CFO | 24.00 | 16.00 | Yes (X) | $0 | $128,724 | $27,714 | |||
| BILL RICE | |||||||||
| DIRECTOR OF DEVELOPMENT | 30.00 | 10.00 | $0 | $114,651 | $26,027 | Yes (X) | |||
| JUDITH CASSIDY | |||||||||
| DIRECTOR OF DEVELOPMENT THRU 2/18 | 30.00 | 10.00 | $0 | $119,758 | $26,858 | Yes (X) | |||
| WILSON G BRADSHAW | |||||||||
| FORMER PRESIDENT | 10.00 | 30.00 | $0 | $620,699 | $103,964 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,737,856 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,221 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDIAN PARTNERS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 SOUTH MONROE STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LOBBYING | ServicesDesc |
| Compensation | $150,881 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $666,586 | FundraisingAmt |
| All Other Contributions | $11,656,207 | AllOtherContributionsAmt |
| Noncash Contributions | $249,458 | NoncashContributionsAmt |
| Total Contributions | $12,322,793 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING ACTIVITIES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,236,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,236,029 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,236,029 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,631 | TotalRevenueColumnAmt |
| Exclusion | $273,631 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,138 | TotalRevenueColumnAmt |
| Exclusion | $472,138 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $584,142 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $340,362 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $243,780 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,780 | TotalRevenueColumnAmt |
| Exclusion | $243,780 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,017,054 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,210,248 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,806,806 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,806,806 | TotalRevenueColumnAmt |
| Exclusion | $2,806,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $768,581 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $666,586 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $722,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,333 | TotalRevenueColumnAmt |
| Exclusion | $46,333 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI FROM K-1S | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$9,435 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$9,435 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$9,435 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,392,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,236,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$9,435 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,842,688 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,320,754 | TotalAmt |
| Program Services | $10,320,754 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,662 | TotalAmt |
| Program Services | $1,662 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,200 | TotalAmt |
| Program Services | $32,200 | ProgramServicesAmt |
| Management And General | $35,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,951 | TotalAmt |
| Management And General | $150,951 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,920 | TotalAmt |
| Fundraising | $9,920 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,060 | TotalAmt |
| Management And General | $132,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,668 | TotalAmt |
| Program Services | $593,148 | ProgramServicesAmt |
| Management And General | $31,384 | ManagementAndGeneralAmt |
| Fundraising | $6,136 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,275 | TotalAmt |
| Program Services | $36,354 | ProgramServicesAmt |
| Management And General | $14,853 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,785 | TotalAmt |
| Program Services | $830,434 | ProgramServicesAmt |
| Management And General | $65,667 | ManagementAndGeneralAmt |
| Fundraising | $27,684 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,776 | TotalAmt |
| Program Services | $35,776 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,076 | TotalAmt |
| Program Services | $89,096 | ProgramServicesAmt |
| Management And General | $4,095 | ManagementAndGeneralAmt |
| Fundraising | $2,885 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,477 | TotalAmt |
| Program Services | $510,908 | ProgramServicesAmt |
| Management And General | $13,530 | ManagementAndGeneralAmt |
| Fundraising | $21,039 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,833 | TotalAmt |
| Program Services | $1,091,736 | ProgramServicesAmt |
| Management And General | $157,568 | ManagementAndGeneralAmt |
| Fundraising | $112,529 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,842 | TotalAmt |
| Management And General | $21,842 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,603 | TotalAmt |
| Program Services | $126,620 | ProgramServicesAmt |
| Management And General | $26,448 | ManagementAndGeneralAmt |
| Fundraising | $49,535 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM PRODUCTION | $404,447 | $404,447 | ||
| DUES AND SUBSCRIPTIONS | $184,965 | $165,993 | $13,088 | $5,884 |
| GIFTS/ACKNOWLEDGMENTS | $7,965 | $5,348 | $1,659 | $958 |
| UBI TAX | $274 | $274 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,628 | TotalAmt |
| Program Services | $78,628 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,229,161 | TotalAmt |
| Program Services | $14,323,104 | ProgramServicesAmt |
| Management And General | $668,419 | ManagementAndGeneralAmt |
| Fundraising | $237,638 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,121,851 | BOYAmt |
| EOY | $20,696,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,762,193 | BOYAmt |
| EOY | $2,074,023 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,308 | BOYAmt |
| EOY | $7,249 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,452 | BOYAmt |
| EOY | $38,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,163,971 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,709,686 | BOYAmt |
| EOY | $12,163,971 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,625,499 | BOYAmt |
| EOY | $70,324,395 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,048,904 | BOYAmt |
| EOY | $26,039,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,122 | BOYAmt |
| EOY | $183,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,651,015 | BOYAmt |
| EOY | $131,528,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,610 | BOYAmt |
| EOY | $62,412 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,373 | BOYAmt |
| EOY | $1,518,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,979,983 | BOYAmt |
| EOY | $1,580,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,457,551 | BOYAmt |
| EOY | $11,178,231 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,145,434 | BOYAmt |
| EOY | $43,900,550 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,068,047 | BOYAmt |
| EOY | $74,868,547 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,671,032 | BOYAmt |
| EOY | $129,947,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,651,015 | BOYAmt |
| EOY | $131,528,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,162,914 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,333,760 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$131,311 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$89,067 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,773,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,613,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,933,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,497,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,322,793 | CurrentTaxYearAmt |
| Total | $80,141,444 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,773,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,613,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,933,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,497,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,322,793 | CurrentTaxYearAmt |
| Total | $80,141,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,569,812 | SubstantialContributorsTotAmt |
| Public Support Total170 | $77,571,632 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,074,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,551,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,411,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,956,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,329,911 | CurrentTaxYearAmt |
| Total | $11,323,039 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $849,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $969,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,898 | CurrentTaxYearAmt |
| Total | $2,372,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $93,836,498 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,012,491 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $150,951 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $150,951 | 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 | IN FY 2018, THE UNIVERSITY CONTINUED TO ENGAGE A THIRD-PARTY COMPANY (FLORIDIAN PARTNERS) TO ADVOCATE FOR FLORIDA GULF COAST UNIVERSITY IN TALLAHASSEE WITH THE FLORIDA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,643,790 | BeginningYearBalanceAmt |
| Contributions | $3,724,592 | ContributionsAmt |
| Investment Earnings Or Losses | $6,613,986 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,470,071 | OtherExpendituresAmt |
| Administrative Expenses | $1,315,517 | AdministrativeExpensesAmt |
| End Year Balance | $91,196,780 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,931,535 | BeginningYearBalanceAmt |
| Contributions | $6,345,612 | ContributionsAmt |
| Investment Earnings Or Losses | $8,758,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,256,598 | OtherExpendituresAmt |
| Administrative Expenses | $1,134,763 | AdministrativeExpensesAmt |
| End Year Balance | $84,643,790 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,882,500 | BeginningYearBalanceAmt |
| Contributions | $3,479,590 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,981,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,366,303 | OtherExpendituresAmt |
| Administrative Expenses | $1,082,658 | AdministrativeExpensesAmt |
| End Year Balance | $72,931,535 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,745,604 | BeginningYearBalanceAmt |
| Contributions | $2,103,779 | ContributionsAmt |
| Investment Earnings Or Losses | $309,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,155,724 | OtherExpendituresAmt |
| Administrative Expenses | $1,120,727 | AdministrativeExpensesAmt |
| End Year Balance | $74,882,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,967,823 | BeginningYearBalanceAmt |
| Contributions | $4,441,540 | ContributionsAmt |
| Investment Earnings Or Losses | $10,990,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,643,021 | OtherExpendituresAmt |
| Administrative Expenses | $1,010,983 | AdministrativeExpensesAmt |
| End Year Balance | $75,745,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,163,971 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,163,971 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,163,971 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NT COMMON US MARKETCAP INDEX FUND | $24,330,065 | F |
| REAL ASSETS | $239,809 | F |
| PRIVATE EQUITY | $1,469,667 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,039,541 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES PAYABLE | $540,669 |
| GIFT ANNUITIES | $977,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,518,310 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,567,318 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,333,760 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $973,543 | OtherRevenueAmt |
| Revenue Not Reported | $5,307,303 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,260,015 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $132,060 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $132,060 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,392,075 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,159,711 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,062,610 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,062,610 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,097,101 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,060 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $132,060 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,229,161 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES NETTED AGAINST SPECIAL EVENTS REVENUE 722,248. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 340,362. CHANGE IN GIFT ANNUITY -89,067. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES NETTED AGAINST SPECIAL EVENTS REVENUE 722,248. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 340,362. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT AT NEST | Event1Nm |
| Gross Receipts Event1 | $587,305 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $224,623 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $362,682 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $25,815 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $60,871 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $235,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $150,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $84,350 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $81,365 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $130,864 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $40,143 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $612,712 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $291,163 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $321,549 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $84,895 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $93,554 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $49,995 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $147,246 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,435,167 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $666,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $768,581 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $84,895 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $200,734 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $188,359 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $248,260 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $722,248 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,333 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 650753801 | RecipientEIN |
| IRC Section | 170(C)(1) | IRCSectionDesc |
| Cash Grant | $10,320,754 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS AND SUPPORT FOR FLORIDA GULF COAST UNIVERSITY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF FLORIDA GULF COAST UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED INCLUDING CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MARTIN | ||||||||||||||
| PRESIDENT, FGCU AS OF 7/1/17 | $0 | $159,943 | $0 | $0 | $0 | $34,102 | $0 | $13,598 | $0 | $9,955 | $0 | $217,598 | $0 | $0 |
| CHRISTOPHER SIMONEAU | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $241,255 | $0 | $0 | $0 | $5,056 | $0 | $19,882 | $0 | $19,643 | $0 | $285,836 | $0 | $0 |
| STEVE MAGIERA | ||||||||||||||
| ASSISTANT TREASURER | $0 | $297,550 | $0 | $0 | $0 | $16,118 | $0 | $24,640 | $0 | $19,940 | $0 | $358,248 | $0 | $0 |
| GERARD CARRINGTON | ||||||||||||||
| CFO | $0 | $127,944 | $0 | $0 | $0 | $780 | $0 | $10,693 | $0 | $17,021 | $0 | $156,438 | $0 | $0 |
| WILSON G BRADSHAW | ||||||||||||||
| FORMER PRESIDENT | $0 | $402,201 | $0 | $125,000 | $0 | $93,498 | $0 | $83,468 | $0 | $20,496 | $0 | $724,663 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $249,458 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. TRADING VALUE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF THE COMMITTEES. THE COMMITTEE HAS THE COMPLETE AUTHORITY OF THE BOARD BETWEEN MEETINGS. ANY DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE RATIFIED AT THE NEXT BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CFO PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOUNDATION BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. MEMBERS ARE ASKED TO DISCLOSE A FULL BIO OF THEMSELVES INCLUDING RELATIONSHIPS THAT MAY CAUSE A CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, IT IS DISCLOSED TO THE FOUNDATION BOARD FOR THEIR CONSIDERATION. WHILE NO FORMAL RESTRICTIONS ARE PLACED ON THESE MEMBERS, IT HAS BEEN THE BOARD'S AND THE COMMITTEE'S PRACTICE THAT THOSE INDIVIDUALS WITH A CONFLICT WOULD ABSTAIN FROM VOTING AND RELATED DISCUSSIONS ON THE DECISION. KEY EMPLOYEES ARE COVERED UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE COMPENSATION COMMITTEE OF THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FORM 990 ARE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, POLICIES | THE FOUNDATION FOLLOWS THE WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF THE UNIVERSITY BUT DOES NOT HAVE ITS OWN SEPARATE WRITTEN POLICY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT ANNUITY -89,067. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753801 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 170(C)(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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