2017-12-04T10:00:12-06:00 2017-05-31 350921680 CROWE HORWATH LLP 401 E Jackson St Suite 2900 Tampa FL 336025231 990 2016-06-01 590624459 The University of Tampa Incorporated UNIV 8132536210 401 W Kennedy Blvd Tampa FL 336061490 Ronald Vaughn President 2017-09-13 true Nicole Bencik P00756195 8132231316 2016 2017-02-10 21:41:12Z Ronald L Vaughn 401 W Kennedy Blvd Tampa FL 336061490 321859969 false X www.ut.edu X 1931 FL The University of Tampa is committed to the development of each student to become a productive and responsible citizen. 35 34 3034 800 0 0 19463935 12524734 247804334 259994502 1982869 4414672 2049137 2209172 271300275 279143080 56370099 61197583 0 0 65771552 71742526 0 0 2709524 101967703 104941677 224109354 237881786 47190921 41261294 614430133 647033481 208362894 203174679 406067239 443858802 X The University of Tampa is a comprehensive, independent University that delivers challenging and high quality educational experiences to a diverse group of learners. (Continued in Schedule O). false false 76544616 0 217715986 ACADEMIC AND INSTRUCTIONAL SUPPORT: THE UNIVERSITY OF TAMPA HAS OVER 200 ACADEMIC PROGRAMS OF STUDY. NEW ACADEMIC MAJORS AND MASTERS PROGRAMS WERE INTRODUCED DURING 2016. THE UNIVERSITY HAS CONTINUED TO INTENSIFY THE FOCUS ON LEADERSHIP, INTERNATIONAL AND EXPERIENTIAL LEARNING. THE UNIVERSITY IS COMMITTED TO PROVIDING A CAMPUS-LEARNING ENVIRONMENT THAT PROMOTES STRONG PARTNERSHIPS WITH THE COMMUNITY AND INTERNATIONAL COMPETENCY TO PREPARE STUDENTS TO BE GLOBAL CITIZENS. FACULTY-LED TRAVEL PROGRAMS ARE AN INTEGRAL PART OF OUR CURRICULUM. SEVERAL NEW TRAVEL ABROAD COURSES WERE ADDED THIS PAST YEAR, INCLUDING A FIRST YEAR STUDY ABROAD PROGRAM FOR FRESHMEN. 61197583 61197583 0 STUDENT AID GRANTS & SCHOLARSHIPS: THE UNIVERSITY OF TAMPA OFFERS A STRONG FINANCIAL AID PROGRAM THAT ASSISTS QUALIFIED STUDENTS WITH THEIR EDUCATIONAL EXPENSES; APPROXIMATELY 92 PERCENT OF THE UNIVERSITY'S STUDENTS HAVE RECEIVED SOME TYPE OF FINANCIAL AID ASSISTANCE. 44260091 0 1096078 STUDENT SERVICES & COMMUNITY IMPACT: WITH OVER 8,300 STUDENTS ENROLLED, THE UNIVERSITY OF TAMPA'S EXCELLENT REPUTATION CONTRIBUTES TO THE ORGANIZATION'S ROLE AS A MAJOR INTELLECTUAL TALENT IMPORTER FOR TAMPA BAY. WE DRAW STUDENTS FROM ALL 50 STATES AND OVER 140 COUNTRIES. THE UNIVERSITY OF TAMPA'S STUDENTS THROUGH PEACE VOLUNTEER CENTER COORDINATE THE VOLUNTEER EFFORTS OF STUDENTS, STUDENT ORGANIZATIONS, FACULTY AND STAFF WITH MORE THAN 300 COMMUNITY AGENCIES. THE UNIVERSITY HAS COMPLETED MORE THAN $575 MILLION IN BUILDING CONSTRUCTION DURING THE PAST 19 YEARS, HELPING STIMULATE AND SUPPORT DOWNTOWN AND NEIGHBORHOOD DEVELOPMENT. 27834562 0 42207727 AUXILIARY SERVICES AT THE UNIVERSITY OF TAMPA OFFER THE STUDENTS DINING, A BOOKSTORE, STUDENT LIFE SERVICES AND VARIOUS ACTIVITIES. THE PURPOSE OF THE AUXILIARY SERVICES OFFICE IS TO PROVIDE THE STUDENTS WITH SERVICES AND ACTIVITIES THAT TAKE PLACE OUTSIDE THE CLASSROOM, ENHANCING LIFE AT THE UNIVERSITY. DINING SERVICES OFFER A VARIETY OF DINING VENUES FOR THE STUDENTS AND VISITORS. CAMPUS HOUSING IS LIMITED AND IS OFFERED ONLY TO FULL TIME STUDENTS. THE UNIVERSITY OF TAMPA HAS ELEVEN RESIDENTIAL HALLS FROM WHICH TO CHOOSE. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR THE STUDENTS. 27834562 42207727 209836852 true true false true false false false true false true true false false false true true true false true false true false true false false false false false true true true false false false false false false true false true true true false false false true true false false false true 11147 0 true 3034 true false true CJ false false false false false false false false X 35 34 true false false false false false false true true false false true true true true true true true true false X SONIA ROMERO 8132536235 401 W KENNEDY BLVD TAMPA FL 336061490 Phillip E Casey Chair 1.0 X X 0 0 0 James L Ferman Jr Past Chair 1.0 X X 0 0 0 James S MacLeod Vice Chair 1.0 X X 0 0 0 Ronald L Vaughn President 40.0 X X 3086149 0 44592 Gary W Harrod Secretary 1.0 X X 0 0 0 Charlotte Baker Trustee 1.0 X 0 0 0 Christine M Burdick Trustee 1.0 X 0 0 0 Roy J McCraw Jr Trustee 1.0 X 0 0 0 Douglas C Rothschild Trustee 1.0 X 0 0 0 Nancy J Rabenold Trustee 1.0 X 0 0 0 Leo B Berman Trustee - Partial Year 1.0 X 0 0 0 Robert J Rohrlack Jr Trustee 1.0 X 0 0 0 Bob Buckhorn Trustee 1.0 X 0 0 0 Kamal Majeed Trustee 1.0 X 0 0 0 Craig C Sturken Trustee - Partial Year 1.0 X 0 0 0 Michael S Southard Trustee - Partial Year 1.0 X 0 0 0 A William Goede Trustee - Partial Year 1.0 X 0 0 0 John P Lowth Trustee - Partial Year 1.0 X 0 0 0 R Vijayanagar Trustee 1.0 X 0 0 0 A D MacKinnon Trustee 1.0 X 0 0 0 Robert C Calafell Trustee 1.0 X 0 0 0 Marie Chinnici-Everitt Trustee 1.0 X 0 0 0 Kevin Shukur Trustee - Partial Year 1.0 X 0 0 0 James A Turner III Trustee 1.0 X 0 0 0 Joseph G Meterchick Trustee - Partial Year 1.0 X 0 0 0 Don DeFosset Trustee 1.0 X 0 0 0 Benjamin B West Trustee - Partial Year 1.0 X 0 0 0 Rufus J Williams III Trustee 1.0 X 0 0 0 Anthony J Borrell Jr Trustee 1.0 X 0 0 0 Brian M Smith Trustee 1.0 X 0 0 0 R Bob Smith III Trustee 1.0 X 0 0 0 Susan Stackhouse Trustee 1.0 X 0 0 0 Corey Steadman Jr Trustee 1.0 X 0 0 0 Jan D Ely Trustee 1.0 1.0 X 0 0 0 James W Eyer Jr Trustee 1.0 X 0 0 0 Richard Dimmitt Trustee 1.0 X 0 0 0 April Jones Trustee 1.0 X 0 0 0 Carl W Lindell Trustee 1.0 X 0 0 0 Lorna Taylor Trustee 1.0 X 0 0 0 Melanie Williams Trustee 1.0 X 0 0 0 Gregory P Muzzillo Trustee - Partial Year 1.0 X 0 0 0 Michael Nursey Trustee 1.0 X 0 0 0 Yvette Segura Trustee 1.0 X 0 0 0 John B West Trustee 1.0 X 0 0 0 Donna B Popovich Human Resources Director / Secretary 40.0 X 252847 0 41691 Richard W Ogorek VP Administration and Finance / Treasurer 40.0 X 213174 0 28964 Dennis L Nostrand VP Enrollment 40.0 X 345723 0 71205 David S Stern Provost, VP Academic Affairs 40.0 X 315709 0 44989 Daniel T Gura VP for Capital Campaign 40.0 X 248354 0 39870 Rebecca J White Professor 40.0 X 224598 0 22265 Gary B Grant VP Development & University Relations 40.0 X 240064 0 41459 Farhad F Ghannadian Dean 40.0 X 254803 0 42046 Linda Devine VP Operations & Planning 40.0 X 250795 0 46647 5432216 0 423728 93 false true true CROSSROADS CONSTRUCTION COMPANY PO BOX 1109 LAKELAND FL 338021109 CONSTRUCTION SERVICES 20075050 SODEXO CAMPUS FOOD SERVICE 401 W KENNEDY BLVD BOX 62F TAMPA FL 336061450 FOOD SERVICES 13852355 EWI CONSTRUCTION LLC 1717 E 9TH AVE TAMPA FL 336053801 CONSTRUCTION SERVICES 12093912 SODEXO CAMPUS SERVICES 200 N EDISON AVE TAMPA FL 336061435 FACILITIES MAINTENANCE 7104267 DYNAMIC CAMPUS SOLUTIONS 2806 FLINTROCK TRACE SUITE A205 AUSTIN TX 78738 IT MANAGEMENT AND SUPPORT SERVICES 4866234 113 X 0 0 0 65267 1918264 10541203 420156 12524734 Tuition and Fees 900099 217207197 217207197 0 0 Education Related Auxiliary Sales 900099 42203514 42203514 0 0 Educational Services 611710 211096 211096 0 0 Student Services 611710 177338 177338 0 0 Student Affairs 900099 132646 132646 0 0 62711 62711 0 0 259994502 2248153 0 0 2248153 0 0 0 0 59906 0 0 59906 463348 0 843662 0 -380314 0 -380314 0 0 -380314 44039746 0 41873227 0 2166519 0 2166519 0 0 2166519 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Health Center Fees 621400 1312069 0 0 1312069 Forfeited Deposits 900099 233578 233578 0 0 Parking/Library Fines 900099 212500 212500 0 0 771433 579211 0 192222 2529580 279143080 261019791 0 5598555 0 0 61149933 61149933 47650 47650 0 0 2672659 800528 1872131 0 69828 0 69828 0 53391901 47437728 4155596 1798577 2973126 2489152 379734 104240 9250569 8276720 744424 229425 3384443 2889696 384322 110425 0 0 0 0 206778 0 206778 0 235112 0 235112 0 24000 0 24000 0 0 0 190184 0 190184 0 20505853 20182694 260762 62397 3740043 3573172 106533 60338 16438140 12663726 3492565 281849 11421455 7107100 4310239 4116 9783 9783 0 0 10055388 9907131 148257 0 2785294 2689368 61802 34124 0 0 0 0 452949 409156 35094 8699 6956825 6956825 0 0 0 0 0 0 21145791 13722825 7422966 0 7404934 6407280 997654 0 Faculty/Staff Recruiting 612869 525924 86379 566 Fees and Dues 565210 399497 150945 14768 Bad Debt Expense 515000 515000 0 0 Student Programs 313299 313194 105 0 1362770 1362770 0 0 237881786 209836852 25335410 2709524 16656 17256 89235666 63982885 16015000 12105000 3205776 3774668 0 0 0 2170663 2129199 96649 114363 4435404 3114641 658327751 145322973 453055537 513004778 36754306 40115166 9444476 8675525 0 0 0 0 0 614430133 647033481 18269546 21119008 0 0 6978538 7365881 175148429 167639244 0 0 0 0 0 519364 389523 7447017 6661023 208362894 203174679 X 360939380 400974797 20585848 17450365 24542011 25433640 406067239 443858802 614430133 647033481 X 41261294 229269 0 0 0 -3699000 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 24000 false true 1190 25190 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The University of Tampa contracted Chris L. Floyd & Associates to lobby in the State House on its behalf regarding issues that affect all private not-for-profit higher education institutions. In addition, The University of Tampa pays dues to the Tampa Chamber of Commerce and the National Association of Independent Colleges and Universities (NAICU). A portion of these dues is used for lobbying. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The University of Tampa contracted Chris L. Floyd & Associates to lobby in the State House on its behalf regarding issues that affect all private not-for-profit higher education institutions. In addition, The University of Tampa pays dues to the Tampa Chamber of Commerce and the National Association of Independent Colleges and Universities (NAICU). A portion of these dues is used for lobbying. 0 433985 X X X false 35659852 764394 4413650 1933144 0 0 38904752 36055294 1868307 -797172 1466577 0 0 35659852 33821231 982470 2699046 1447453 0 0 36055294 30448316 630176 3947111 1204372 0 0 33821231 24030048 1450089 5960445 992266 0 0 30448316 0.1712 0.6537 0.1751 false false 27945 36698420 36726365 830000 461094539 108215414 353709125 0 38990799 9514738 29476061 0 61564839 27592821 33972018 0 59121209 0 59121209 513004778 0 Agency Funds Payable 1677969 Private Loan Funds Payable 1524854 Obligations Under Capital Leases 1949602 Governmental Loan Funds Payable 1508598 6661023 X 215223037 229269 93793 0 843662 1166724 214056313 190184 64896583 65086767 279143080 177431474 93793 0 0 843662 937455 176494019 190184 61197583 61387767 237881786 Schedule D, Part III, Line 4 Collections of art - description of collections The collections held by the University of Tampa are primarily paintings, a collection of rare books, and a collection of rare type matrices, which are held for the purpose of enriching the students' and community's knowledge of art. Schedule D, Part V, Line 4 Intended uses of endowment funds The endowments are maintained in accordance with donor restrictions. Most of the University's endowments are used for scholarships. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University is exempt from federal and state income taxes under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 (IRC), as amended. BKH and NEH, as single-member limited liability companies, are treated as disregarded entities for tax purposes. Management does not consider income taxes connected with the University's unrelated business income to be significant. Financial Accounting Standards Board (FASB) Accounting Standards Codification Subtopic 740-10, Income Taxes - Overall, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return, and provides guidance on derecognition, classification, interest and penalties, and disclosure. The University believes that it has appropriate support for its tax positions taken and as such, does not have any uncertain tax positions that could result in a material impact to the consolidated financial statements. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental Expenses - 843662 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Scholarships - 61197583 Uncollectible Pledges - 3699000 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 843662 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Scholarships - 61197583 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The University of Tampa's nondiscriminatory policy is published in the University Handbook, the University Catalog and various other administrative publications. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY The University of Tampa receives financial aid and assistance from federal governmental agencies as follows: Pell Grants, FSEOG, FFEL, FWSP, Perkins Loans, Teacher Education Assistance for College and Higher Education Grant, Federal Direct Student Loans, Improving Teacher Quality State Grant, U.S. Department of Justice - Byrne Criminal Justice Innovation Program, Research Opportunities in Space and Earth Sciences 2010, Computer and Information Science and Engineering (CISE) - Integrating Parallel Scripted Workflow into the Scientific Software Ecosystem. The University of Tampa receives financial aid and assistance from state governmental agencies as follows: FRAG, FSAG, Florida Bright Futures, Florida Minority Teacher Scholarship Program, Scholarships for Children and Spouses of Deceased or Disabled Veterans and Service Members Program, Florida Honorably Discharged Graduate Assistance Program, Florida Work Experience Program, Florida Department of Highway Safety and Motor Vehicles-University of Tampa License Plate Project, Florida Department of Health Bureau of Tobacco Free Florida - State and Community Interventions, Florida Department of Business and Professional Regulation - Compulsive or Addictive Gambling Prevention Program. true Central America and the Caribbean 0 0 Program Services TRAVEL ABROAD COURSES 183214 Central America and the Caribbean 0 0 Program Services SEMINARS/CONFERENCES 75578 East Asia and the Pacific 0 0 Program Services SEMINARS/CONFERENCES 190817 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL ABROAD COURSES 748287 Europe (Including Iceland and Greenland) 0 0 Program Services SEMINARS/CONFERENCES 29085 Middle East and North Africa 0 0 Program Services SEMINARS/CONFERENCES 12607 South America 0 0 Program Services TRAVEL ABROAD COURSES 42676 South America 0 0 Program Services SEMINARS/CONFERENCES 18118 South Asia 0 0 Program Services SEMINARS/CONFERENCES 42139 Sub-Saharan Africa 0 0 Program Services SEMINARS/CONFERENCES 21036 Central America and the Caribbean 0 0 Investments 2521056 Europe (Including Iceland and Greenland) 0 0 Grantmaking 47650 North America (Canada & Mexico only) 0 0 Program Services MFA PROGRAM - COURSE EXPENSES 19650 Middle East and North Africa 0 0 Program Services TRAVEL ABROAD COURSES 131217 Sub-Saharan Africa 0 0 Program Services TRAVEL ABROAD COURSES 57859 East Asia and the Pacific 0 0 Program Services TRAVEL ABROAD COURSES 44272 0 0 0 0 0 0 4185261 0 4185261 SCHOLARSHIPS Europe (Including Iceland and Greenland) 8 47650 Credit 0 N/A N/A false false true false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Scholarships and tuition assistance are applied directly to students' tuition accounts. No cash is given to students. Assistance may be granted on the basis of need or on the basis of academic or talent qualifications. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Scholarships and tuition assistance are applied directly to students' tuition accounts. No cash is given to students. Assistance may be granted on the basis of need or on the basis of academic or talent qualifications. true NEED BASED FINANCIAL AID 2807 10791790 0 N/A N/A ATHLETIC AWARDS 309 2906111 0 N/A N/A TALENT AWARDS 143 290000 0 N/A N/A UNIVERSITY OF TAMPA GRANTS 323 1218219 0 N/A N/A MERIT AWARDS 6503 43834327 0 N/A N/A GRAD ASSISTANTSHIPS 81 730914 0 N/A N/A STIPENDS 147 455350 0 N/A N/A FEDERAL GIFT AID 2051 923222 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarships and tuition assistance are applied directly to students' tuition accounts. No cash is given to students. X X X true true X X X X false true false false false false false true false Ronald L Vaughn President 540426 0 75000 0 2470723 0 24700 0 19892 0 3130741 0 2192796 0 Donna B Popovich Human Resources Director / Secretary 160404 0 15000 0 77443 0 23865 0 17826 0 294538 0 71170 0 Richard W Ogorek VP Administration and Finance / Treasurer 203786 0 0 0 9388 0 19475 0 9489 0 242138 0 0 0 Dennis L Nostrand VP Enrollment 290703 0 20000 0 35020 0 44500 0 26705 0 416928 0 0 0 David S Stern Provost, VP Academic Affairs 276862 0 15000 0 23847 0 19500 0 25489 0 360698 0 0 0 Daniel T Gura VP for Capital Campaign 218007 0 0 0 30347 0 21245 0 18625 0 288224 0 0 0 Rebecca J White Professor 223824 0 0 0 774 0 12792 0 9473 0 246863 0 0 0 Gary B Grant VP Development & University Relations 232442 0 0 0 7622 0 16925 0 24534 0 281523 0 0 0 Farhad F Ghannadian Dean 245336 0 0 0 9467 0 18282 0 23764 0 296849 0 0 0 Linda Devine VP Operations & Planning 232744 0 0 0 18051 0 22908 0 23739 0 297442 0 0 0 Schedule J, Part II, Column (F) Compensation in Column (B) reported as deferred on prior Form 990 During 2016, Ronald L. Vaughn, President, became fully vested in the Deferred Compensation Salary Continuance Plan. He was taxed on the present value of the future stream of payments from the Salary Continuance Plan, which totaled $2,192,796. Annual deferrals into the plan of $137,890 were made during previous years and had been recorded on prior years' Form 990's on Schedule J, Part II, Column (C) "Retirement and other deferred compensation." Schedule J, Part I, Line 1a Travel for companions Limited and pre-approved travel is provided to the spouses of the University's President, Ronald L. Vaughn, and Dean, Farhad F. Ghannadian, to attend events and meetings during which the spouses' participation benefits the University. This benefit was not treated as taxable compensation to the individuals. Schedule J, Part I, Line 1a Housing allowance or residence for personal use Housing allowances are provided to: Ronald L. Vaughn, President; Dennis L. Nostrand, Vice President of Enrollment; and, David S. Stern, Provost, Vice President of Academic Affairs. These housing allowances are treated as taxable compensation to the individuals. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Social club dues are paid by the University for the President, Ronald L. Vaughn; the Vice President for Capital Campaign, Daniel T. Gura; the Vice President of Operations and Planning, Linda Devine; and Dean, Farhad F. Ghannadian. These dues are not treated as taxable compensation to the individuals because they are used only for business purposes. The club dues are invoiced directly to the University and approved by the Vice President of Administration and Finance / Treasurer. The business purpose for each use of the social club is documented and kept on file with the invoices to document the business use of the social club. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The President, Ronald L. Vaughn, BECAME FULLY VESTED IN THE DEFERRED COMPENSATION SALARY CONTINUANCE PLAN. HE WAS TAXED ON THE PRESENT VALUE OF THE FUTURE STREAM OF PAYMENTS FROM THE SALARY CONTINUANCE PLAN, WHICH TOTALED $2,192,796. The Human Resources Director / Secretary, Donna B. Popovich, deferred $8,000 through the IRC Section 457(f) retirement plan. The Vice President of Enrollment, Dennis L. Nostrand, deferred $25,000 through the IRC Section 457(f) retirement plan. Schedule J, Part I, Line 7 Non-fixed payments Donna B. Popovich, Human Resources Director / Secretary, received a non-fixed payment of $15,000. This non-fixed payment was determined at the discretion of the President. A Higher Educational Facilities Financing Authority 900058227 2012-04-30 20000000 Construction of a new dormitory false false false B Higher Educational Facilities Financing Authority 900058227 2012-04-30 77561332 Construct new dorm and refund prior bond issues (1999, 2000, 2002) false false false C Higher Educational Facilities Financing Authority 900058227 2012-04-30 7300000 Refund prior bond issue (2011) false false false D City of Tampa Florida 591101138 875231LG5 2015-04-23 85618991 Construct new dorm and new multi-use facility; advance refund prior bond issue (2006) false false false A 2313750 0 20000000 0 0 0 104850 0 0 19895150 0 0 2013 false false true true B 9730000 0 77560524 5496106 0 0 1005202 351743 0 14642901 58566572 0 2013 true false true true C 5975000 0 7300000 0 0 0 0 0 0 0 7300000 0 2012 true false true true D 1900000 0 85642238 0 0 0 711071 0 0 47662945 37268222 0 2017 false true true true A false false true true false 0.0 false false true B false false true true false 0.0 false false true C false false true true false 0.0 false false true D false true true true false 0.0 false false true A false false false true true false false false true B false false false true false false false false true C false false false true false false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part II, Line 3 Total proceeds of issue The University of Tampa issued bonds in April 2012 that had an issue price of $77,561,332. The form 990 instructions indicate that Schedule K, Part II, Line 3 should show the total proceeds of the issue plus investment earnings. The bond proceeds amount of $77,560,524 shown in Part II includes cumulative net investment losses of ($808) from the Project Fund and the Reserve Fund accounts. Thus the amount of proceeds shown in Part II is less than the proceeds from issue due to these net investment losses. Schedule K, Part III, Line 3a Management or Service contracts The University of Tampa has incidental service contracts for maintenance of the grounds which meet an exception to private business use. Schedule K, Part II, Line 3 Total Proceeds of Issue The University of Tampa issued bonds in April 2015 that had an issue price of $85,618,991. The form 990 instructions indicate that Schedule K, Part II, Line 3 should show the total proceeds of the issue plus investment earnings. The bond proceeds amount of $85,642,238 shown in Part II includes cumulative investment earnings of $23,247 from the Project Fund account. Thus the amount of proceeds shown in Part II is more than the proceeds from issue due to these investment earnings. Schedule K, Part IV, Line 2c COLUMN A Issuer name: Higher Educational Facilities Financing Authority The calculation for computing no rebate due was performed on 02/16/2016 Schedule K, Part IV, Line 2c COLUMN B Issuer name: Higher Educational Facilities Financing Authority The calculation for computing no rebate due was performed on 02/01/2016 Schedule K, Part IV, Line 2c COLUMN C Issuer name: Higher Educational Facilities Financing Authority The calculation for computing no rebate due was performed on 02/09/2016 DISCOUNTED TUITION 36487 DISCOUNTED TUITION EDUCATION SHERI OGOREK RICHARD W. OGOREK (VP ADMINISTRATION AND FINANCE / TREASURER) - HIS SPOUSE IS AN EMPLOYEE. 69338 COMPENSATION false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3397117 CONSTRUCTION SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 32704582 CONSTRUCTION SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1116747 BUILDING REPAIR AND PAINTING SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 433547 ARCHITECTURAL AND ENGINEERING SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2973382 FLOORING AND FLOORING REPAIRS false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 4886487 CONSTRUCTION SERVICES; BUILDING REPAIRS AND MAINTENANCE false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1268670 BUILDING REPAIR AND PAINTING SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 790484 BUILDING DESIGN AND ARCHITECTURAL SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3083106 LANDSCAPING SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 115636 LEGAL SERVICES/ATTORNEYS false RELATED TO SUBSTANTIAL CONTRIBUTOR RELATED TO SUBSTANTIAL CONTRIBUTOR 234173 ARCHITECTURAL AND INTERIOR DESIGN SERVICES false X 15 420156 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The University is reporting the number of securities contributions received. Form 990, Part III, Line 1 MISSION STATEMENT (CONTINUED FROM PART III) FOUR COLLEGES OFFER MORE THAN 200 AREAS OF STUDY THROUGH A CORE CURRICULUM ROOTED IN A LIBERAL ARTS TRADITION. THE UNIVERSITY IS COMMITTED TO THE DEVELOPMENT OF EACH STUDENT TO BECOME A PRODUCTIVE AND RESPONSIBLE CITIZEN. Form 990, Part III, Line 4d Description of other program services (Expenses $ 27,834,562 including grants of $ 0)(Revenue $ 42,207,727) AUXILIARY SERVICES AT THE UNIVERSITY OF TAMPA OFFER THE STUDENTS DINING, A BOOKSTORE, STUDENT LIFE SERVICES AND VARIOUS ACTIVITIES. THE PURPOSE OF THE AUXILIARY SERVICES OFFICE IS TO PROVIDE THE STUDENTS WITH SERVICES AND ACTIVITIES THAT TAKE PLACE OUTSIDE THE CLASSROOM, ENHANCING LIFE AT THE UNIVERSITY. DINING SERVICES OFFER A VARIETY OF DINING VENUES FOR THE STUDENTS AND VISITORS. CAMPUS HOUSING IS LIMITED AND IS OFFERED ONLY TO FULL TIME STUDENTS. THE UNIVERSITY OF TAMPA HAS ELEVEN RESIDENTIAL HALLS FROM WHICH TO CHOOSE. VARIOUS ATHLETIC PROGRAMS ARE ALSO OFFERED FOR THE STUDENTS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The executive committee of the board may act on behalf of the governing body in the instance where emergency action is required. In addition, the executive committee will have general responsibility on behalf of the full board of trustees to review the annual form 990 and related governance issues. They will report their review to the full board and board members shall be provided access to the form 990 prior to its filing. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons JAMES L. FERMAN, JR. AND GARY W. HARROD AND A.D. MACKINNON - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The University's treasurer, comptroller, and paid preparer reviewed the return in detail with the University's executive committee and chairpersons of the University's standing committees on November 16, 2017. Then the executive committee reported its acceptance of the return to the Board of Trustees prior to the return being filed. A copy of the return was provided to each voting trustee before it was filed. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of interest surveys are completed each year by every member of the Board of Trustees, all officers, key employees, and highest compensated employees, and contributors who have given $5,000 or more during the year. The survey results are reviewed by the VP of Operations & Planning and compiled to produce an official record for the institution that is housed in the Office of Administration and Finance. This record is reviewed by the President, the Treasurer, and the Comptroller to ascertain perceived conflicts of interest and determine action steps, if any. If there are any conflicts of interest, the board member with the conflict will abstain from voting on issues related to the conflict of interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation of the President is reviewed annually by a Compensation Committee which is comprised of independent members of the Board of Trustees. The Committee uses comparability data, including compensation studies and the work of an independent consultant, to determine the compensation of the President. The decisions of the Committee are documented in the minutes of the Committee and of the Board and in a letter sent to the President. This review process was last undertaken in September, 2016. Form 990, Part VI, Line 15b Process to establish compensation of other employees The compensation of other officers and key employees is determined by an independent Compensation Committee. The Committee uses comparability data, including compensation studies and the work of an independent consultant. In addition, the President makes recommendations to the committee for compensation adjustments. The decisions of the Committee are documented in its minutes and are presented to the Board of Trustees as a Committee report. This review process was last undertaken in September, 2016. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Form 990, Part VIII, Line 2f Other Program Service Revenue All Other Program Service Revenue - Total Revenue: 62711, Related or Exempt Function Revenue: 62711, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All Other Revenue - Total Revenue: 771433, Related or Exempt Function Revenue: 579211, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 192222; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Uncollectible Pledges - -3699000; BOULEVARD AND KENNEDY HOLDINGS LLC 401 W KENNEDY BLVD TAMPA FL 336061490 590624459 TO HOLD SEVERAL PARCELS OF REAL PROPERTY FL 0 1315000 THE UNIVERSITY OF TAMPA INCORPORATED NORTH EDISON HOLDINGS LLC 401 W KENNEDY BLVD TAMPA FL 336061490 590624459 TO HOLD A PARCEL OF REAL PROPERTY FL 0 1599480 THE UNIVERSITY OF TAMPA INCORPORATED THE CHISELERS INC PO BOX 13895 TAMPA FL 33681 596200154 SUPPORT OF UT FL 501(c)(3) Type III-FI NA false false false true false false false false false false false false false false false false false false false false