THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC (EIN 23-7167701)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-06
- IRS object ID
- 201722799349300202
- Schema version
- 2016v3.0
- 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 | 2017-10-06T06:40:22-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237167701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNFF | BusinessNameControlTxt |
| Phone | 9046202790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE HICKS HALL No 2900 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI SHUMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9046202790 | PhoneNum |
| Signature | 2017-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2017-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.25.12.224 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-05 | IPDt |
| IP Tm | 13:16:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADBFC64F84809A3D359AE279AE52D225AAF16287 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARI SHUMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,748,444 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 233 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | $222,484 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $212,052 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,586,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,699,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $254,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $440,948 | CYInvestmentIncomeAmt |
| PY Other Revenue | $784,267 | PYOtherRevenueAmt |
| CY Other Revenue | $615,370 | CYOtherRevenueAmt |
| PY Total Revenue | $12,625,228 | PYTotalRevenueAmt |
| CY Total Revenue | $21,755,359 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,881,825 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,944,109 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,971,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,298,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $225,010 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $231,275 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $771,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,387,374 | PYOtherExpensesAmt |
| CY Other Expenses | $4,500,933 | CYOtherExpensesAmt |
| PY Total Expenses | $11,465,417 | PYTotalExpensesAmt |
| CY Total Expenses | $11,975,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,159,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,780,139 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,122,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,503,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $702,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $608,633 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,419,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,895,038 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,485,460 | ExpenseAmt |
| Grant | $3,944,109 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION ASSISTANCE FOR STUDENTS IN SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD PROGRAMS. STUDENTS OF HIGH ACHIEVEMENT RECOGNIZED AT THE FALL, SPRING, AND SUMMER GRADUATIONS, AND RECOGNITION FOR SCHOOL TEACHERS PROGRAM FOR HIGH ACHIEVEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC. WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF NORTH FLORIDA INCLUDING UNF PROGRAMS FOR ATHLETICS, BROOKS COLLEGE OF HEALTH, COGGIN COLLEGE OF BUSINESS, COLLEGE OF EDUCATION AND HUMAN RESOURCES, COLLEGE OF COMPUTING ENGINEERING AND CONSTRUCTION AND COLLEGE OF ARTS AND SCIENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,485,460 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 233 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9046202250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE HICKS HALL SUITE 2900 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 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 |
|---|---|---|---|---|---|---|---|
| John A Delaney | |||||||
| PRESIDENT, UNF FOUNDATION | 8.00 | 32.00 | Yes (X) | Yes (X) | $336,780 | $418,500 | $94,245 |
| BRANDON N Choy | |||||||
| CHAIR, FOUNDATION BOARD | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joseph PARK Moorer JR | |||||||
| CHAIR, FINANCE & AUDIT COM | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JORGE F MORALES | |||||||
| CHAIR, DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN SCHANTZ | |||||||
| CHAIR, GRANTS COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON BURNETT | |||||||
| VICE CHAIR, GOVERNANCE COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Charles M Ged | |||||||
| VICE CHAIR, DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN HARTLEY | |||||||
| VICE CHAIR, INVESTMENT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Corrine C Hodak | |||||||
| VICE CHAIR, GRANTS COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VINCE MCCORMACK | |||||||
| VICE CHAIR, GOVERNANCE COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HELEN E SHORT | |||||||
| VICE CHAIR, INVESTMENT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY B SMITH | |||||||
| VICE CHAIR, FINANCE & AUDIT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN T HOWE | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Elana E Dietz | |||||||
| BOard Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Mathis | |||||||
| BOARD Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG BAER | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen E Bachand | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott F Baker | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET B GELLATLY | |||||||
| Board Member | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Betsy C Cox | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH GORDON | |||||||
| BOard Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Francis X Frantz | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul R GooDwin | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG BURNETT | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John T Hayt | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann C Hicks | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cecil Mac Holley | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW RAPP | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DebORAH Johnson | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Irene Lazzara | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DAVIS | |||||||
| BOARD Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn McAfee | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott L McCaleb | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY KURLAS | |||||||
| BOARD Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Russell B Newton III | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANTEL DAVIS | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNIE NEWTON | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MYRON PINCOMB | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Conchita Robinson | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan R Ryzewic | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert R Schiller | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Patsy Shields | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS SHORE | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA C SLADE | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALMETA MONROE-TURNER | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID I BROWN | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A STEIN | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE TAYLOR | |||||||
| BOard Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARI SHUMAN | |||||||
| TREASURER | 7.00 | 33.00 | Yes (X) | $0 | $254,303 | $31,529 | |
| ANN MCCULLEN | |||||||
| EXECUTIVE DIRECTOR (BEGAN 6/17) | 40.00 | 2.00 | Yes (X) | $0 | $136,649 | $31,058 | |
| JOSHUA MERCHANT | |||||||
| EXECUTIVE DIRECTOR (THRU 5/17) | 40.00 | 2.00 | Yes (X) | $250,712 | $0 | $24,781 | |
| BEVERLY EVANS | |||||||
| DIRECTOR OF ACCOUNTING | 20.00 | 22.00 | Yes (X) | $0 | $107,490 | $9,994 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $587,492 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $916,942 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $318,935 | FundraisingAmt |
| All Other Contributions | $20,380,106 | AllOtherContributionsAmt |
| Noncash Contributions | $13,920,229 | NoncashContributionsAmt |
| Total Contributions | $20,699,041 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,963 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $222,484 | UnrelatedBusinessRevenueAmt |
| Exclusion | $137,479 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,916,350 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,835,365 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,985 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,985 | TotalRevenueColumnAmt |
| Exclusion | $80,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $95,001 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $318,935 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $157,720 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,719 | TotalRevenueColumnAmt |
| Exclusion | -$62,719 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPONSORSHIPS | 900099 | $504,576 | $504,576 |
| GOODS AND SERVICES | 900099 | $90,113 | $90,113 |
| MISCELLANEOUS | 900099 | $31,203 | $31,203 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,197 | TotalRevenueColumnAmt |
| Exclusion | $52,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $678,089 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,755,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $222,484 | UnrelatedBusinessRevenueAmt |
| Exclusion | $833,834 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,978 | TotalAmt |
| Program Services | $893,978 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,050,131 | TotalAmt |
| Program Services | $3,050,131 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,769 | TotalAmt |
| Management And General | $258,945 | ManagementAndGeneralAmt |
| Fundraising | $114,824 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,556,962 | TotalAmt |
| Program Services | $1,457,468 | ProgramServicesAmt |
| Management And General | $818,228 | ManagementAndGeneralAmt |
| Fundraising | $281,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,595 | TotalAmt |
| Program Services | $49,390 | ProgramServicesAmt |
| Management And General | $45,862 | ManagementAndGeneralAmt |
| Fundraising | $22,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,686 | TotalAmt |
| Program Services | $96,468 | ProgramServicesAmt |
| Management And General | $89,578 | ManagementAndGeneralAmt |
| Fundraising | $43,640 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,891 | TotalAmt |
| Program Services | $8,774 | ProgramServicesAmt |
| Management And General | $8,148 | ManagementAndGeneralAmt |
| Fundraising | $3,969 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,000 | TotalAmt |
| Management And General | $52,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,275 | TotalAmt |
| Fundraising | $231,275 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,711 | TotalAmt |
| Management And General | $516,711 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,407 | TotalAmt |
| Program Services | $472,407 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,759 | TotalAmt |
| Program Services | $103,321 | ProgramServicesAmt |
| Management And General | $4,750 | ManagementAndGeneralAmt |
| Fundraising | $10,688 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,264 | TotalAmt |
| Program Services | $691,519 | ProgramServicesAmt |
| Management And General | $719,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,000 | TotalAmt |
| Program Services | $31,000 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,560 | TotalAmt |
| Program Services | $306,251 | ProgramServicesAmt |
| Management And General | $23,309 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,589 | TotalAmt |
| Program Services | $1,096,998 | ProgramServicesAmt |
| Management And General | $97,591 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,355 | TotalAmt |
| Management And General | $13,355 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $303,674 | $227,755 | $12,147 | $63,772 |
| UBI TAX | $57,614 | $57,614 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,975,220 | TotalAmt |
| Program Services | $8,485,460 | ProgramServicesAmt |
| Management And General | $2,717,983 | ManagementAndGeneralAmt |
| Fundraising | $771,777 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,789 | BOYAmt |
| EOY | $257,120 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,780 | BOYAmt |
| EOY | $11,174,909 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,842,100 | BOYAmt |
| EOY | $5,666,821 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,837 | BOYAmt |
| EOY | $37,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,930,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,667 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,333 | BOYAmt |
| EOY | $9,813,333 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,953,042 | BOYAmt |
| EOY | $7,196,026 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,030,524 | BOYAmt |
| EOY | $100,411,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,028 | BOYAmt |
| EOY | $947,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,122,433 | BOYAmt |
| EOY | $135,503,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,514 | BOYAmt |
| EOY | $318,961 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,193 | BOYAmt |
| EOY | $289,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,707 | BOYAmt |
| EOY | $608,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,921 | BOYAmt |
| EOY | $1,283,787 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,612,305 | BOYAmt |
| EOY | $27,431,874 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,454,500 | BOYAmt |
| EOY | $106,179,377 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,419,726 | BOYAmt |
| EOY | $134,895,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,122,433 | BOYAmt |
| EOY | $135,503,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,780,139 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,695,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $8,435,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,615,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,904,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,586,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,699,041 | CurrentTaxYearAmt |
| Total | $57,242,122 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,435,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,615,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,904,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,586,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,699,041 | CurrentTaxYearAmt |
| Total | $57,242,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,682,375 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,559,747 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $305,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,479 | CurrentTaxYearAmt |
| Total | $1,138,666 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $636,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $468,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $837,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $678,089 | CurrentTaxYearAmt |
| Total | $3,196,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,577,376 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $522,333 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,495 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,495 | 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 | THE UNF OFFICE OF GOVERNMENTAL RELATIONS DEVELOPS AND IMPLEMENTS STRATEGIES AND PROGRAMS TO ATTAIN PUBLIC FUNDING GOALS, AND TO FOSTER MUTUALLY SUPPORTIVE, ON-GOING RELATIONSHIPS WITH ELECTED OFFICIALS, EXECUTIVE BRANCH LEADERS, OTHER EDUCATIONAL INSTITUTIONS, AS WELL AS UNF'S PUBLIC AND PRIVATE CONSTITUENTS. THE OFFICE REPORTS TO THE UNF COMMUNITY IMPORTANT LEGISLATIVE, GOVERNANCE, AND POLICY ISSUES THAT THAT SPECIFICALLY IMPACT UNF OR PUBLIC HIGHER EDUCATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,454,500 | BeginningYearBalanceAmt |
| Contributions | $4,967,121 | ContributionsAmt |
| Investment Earnings Or Losses | $10,271,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,714,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,024 | OtherExpendituresAmt |
| Administrative Expenses | $1,723,441 | AdministrativeExpensesAmt |
| End Year Balance | $106,179,377 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,307,174 | BeginningYearBalanceAmt |
| Contributions | $5,527,297 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,948,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,159,102 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,603,984 | OtherExpendituresAmt |
| Administrative Expenses | $1,668,681 | AdministrativeExpensesAmt |
| End Year Balance | $96,454,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,883,700 | BeginningYearBalanceAmt |
| Contributions | $3,667,506 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,920,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,539,475 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,738,718 | OtherExpendituresAmt |
| Administrative Expenses | $1,523,268 | AdministrativeExpensesAmt |
| End Year Balance | $98,307,174 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,557,106 | BeginningYearBalanceAmt |
| Contributions | $4,249,991 | ContributionsAmt |
| Investment Earnings Or Losses | $11,551,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,852,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,236,027 | OtherExpendituresAmt |
| Administrative Expenses | $1,386,621 | AdministrativeExpensesAmt |
| End Year Balance | $94,883,700 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,888,784 | BeginningYearBalanceAmt |
| Contributions | $3,858,461 | ContributionsAmt |
| Investment Earnings Or Losses | $9,175,299 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,919,678 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,445,760 | AdministrativeExpensesAmt |
| End Year Balance | $83,557,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,230,000 | OtherCostOrOtherBasisAmt |
| Book Value | $9,230,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $700,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,667 | DepreciationAmt |
| Book Value | $583,333 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,813,333 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $34,710 | F |
| PRIVATE EQUITY | $23,148,173 | F |
| GLOBAL FIXED INCOME | $12,910,349 | F |
| REAL ASSETS FUNDS | $2,723,934 | F |
| ABSOLUTE RETURN FUND | $16,545,644 | F |
| GLOBAL EQUITIES FUND | $45,048,561 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $100,411,371 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,033,926 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,695,173 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $157,720 | OtherRevenueAmt |
| Revenue Not Reported | $10,852,893 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,181,033 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $516,712 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $57,614 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $574,326 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,755,359 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,558,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $157,720 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,400,894 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $516,712 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $57,614 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $574,326 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,975,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE USES FOR THE UNF FOUNDATION ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD, PROFESSORSHIPS, EDUCATIONAL PROGRAMS, RESEARCH, AND TECHNOLOGY ENHANCEMENT. |
| Part X, Line 2: | The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The Foundation has determined that it does not have any material uncertain tax positions as of June 30, 2017. |
| Part XI, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 157,720. |
| Part XI, Line 4b - Other Adjustments: | UBI TAXES IN REVENUE 57,614. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 157,720. |
| Part XII, Line 4b - Other Adjustments: | UBI TAXES IN REVENUE 57,614. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | DIRECT CALL | 0 | $0 | $212,880 | -$212,880 |
| PENTERA INC | ||||||||
| 8650 COMMERCE PARK PL G | INDIANAPOLIS | IN | 46268 | MARKETING PROGRAM | 0 | $0 | $18,395 | -$18,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $231,275 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$231,275 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HUMANITARIAN AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $337,635 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $300,635 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,325 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $91,250 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $25,003 | OtherDirectExpensesEvent1Amt |
| Event2 | BLUE & GRAY BASH | Event2Nm |
| Gross Receipts Event2 | $23,101 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $23,101 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,930 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $5,543 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $53,200 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $18,300 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $34,900 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $765 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,294 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,551 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,059 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $413,936 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $318,935 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $95,001 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $765 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,549 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $97,801 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,605 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $157,720 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,719 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | |||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 592976169 | IRC 115 | $421,667 | UNIVERSITY OPERATIONS |
| UNIVERSITY OF NORTH FLORIDA TRAINING SERVICES INSTITUTE | |||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 591982921 | 501(C)(3) | $30,000 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 1111 | $2,738,540 |
| FIRST GENERATION SCHOLARSHIPS | 269 | $212,740 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD ARE AWARDED BASED ON THE SPECIFIC CRITERIA FOR EACH AWARD PER DONOR AGREEMENT (E.G., GPA, NUMBER OF REQUIRED CLASSSROOM HOURS, STUDENT CLASSIFICATION, MAJOR, ETC.). THE ACCOUNT FUND MANAGER ADVERTISES THE SCHOLARSHIP AND RECEIVES THE STUDENT'S INFORMATION BASED ON THE CRITERIA. FOUNDATION ACCOUNTING REVIEWS THE SCHOLARSHIP AWARD AND SUPPORTING DOCUMENTATION TO ENSURE COMPLIANCE PRIOR TO FORWARDING TO THE UNIVERSITY ENROLLMENT SERVICES PROCESSING. FOR FURTHER REVIEW, ENROLLMENT SERVICES REVIEWS TO ENSURE THE STUDENT IS NOT BEING AWARDED ABOVE THE COST OF EDUCATION, AFTER WHICH, THE STUDENT RECEIVES THE FUNDS AND FOUNDATION ACCOUNTING REIMBURSES THE UNIVERSITY FOR THE SCHOLARSHIP AWARD. OTHER OUTSTANDING AWARDS ARE PROVIDED TO GRADUATING SENIORS AT THE SPRING CONVOCATION. OUTSTANDING ALUMNI AWARD IS PROVIDED BY ALUMNI SERVICES AT EACH GRADUATION BASED ON THE GRADUATE SELECTED BY THE COMMITTEE. ACCOUNT FUND MANAGER ADVERTISES IN THE LOCAL PAPER FOR NOMINATIONS FOR THE OUTSTANDING TEACHER AWARD. COLLEGE OF EDUCATION AND HUMAN SERVICES COMMITTEE REVIEWS THE APPLICATIONS RECEIVED FROM THE TEACHER NOMINEES. ANNUALLY AT LEAST FOUR (4) AWARDS ARE PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John A Delaney | ||||||||||||||
| PRESIDENT, UNF FOUNDATION | $202,432 | $200,000 | $0 | $218,500 | $134,348 | $0 | $59,984 | $0 | $34,261 | $0 | $431,025 | $418,500 | $0 | $0 |
| SHARI SHUMAN | ||||||||||||||
| TREASURER | $0 | $253,124 | $0 | $0 | $0 | $1,179 | $0 | $7,740 | $0 | $23,789 | $0 | $285,832 | $0 | $0 |
| ANN MCCULLEN | ||||||||||||||
| EXECUTIVE DIRECTOR (BEGAN 6/17) | $0 | $129,754 | $0 | $0 | $0 | $6,895 | $0 | $3,970 | $0 | $27,088 | $0 | $167,707 | $0 | $0 |
| JOSHUA MERCHANT | ||||||||||||||
| EXECUTIVE DIRECTOR (THRU 5/17) | $243,542 | $0 | $0 | $0 | $7,170 | $0 | $7,172 | $0 | $17,609 | $0 | $275,493 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | JOHN DELANEY RECEIVED $1,206 OF SOCIAL DUES AND $52,347 OF HOUSING ALLOWANCE FROM THE ORGANIZATION. |
| Part I, Line 7 | JOHN DELANEY, THE UNF PRESIDENT, AN OFFICER FOR UNFFC, RECEIVES ANNUAL BONUS PAYMENTS FOR PERFORMANCE AND RETENTION. THE PERFORMANCE IS DETERMINED AFTER YEAR-END AND PAID BY THE ORGANIZATION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $908,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,298 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,657,416 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,230,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 7 | $94,847 | FMV |
| Yes (X) | MISCELLANEOUS | 7 | $12,533 | FMV |
| Yes (X) | EDUCATIONAL MATERIALS | 2 | $9,393 | FMV |
| Yes (X) | COMPUTERS | 1 | $3,420 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 OF THE FOUNDATION BOARD SHALL CONSIST OF THE FOLLOWING MEMBERS: 1.) PRESIDENT OF THE FOUNDATION, WHO SHALL BE CHAIR 2.) PRESIDENT OF UNIVERSITY 3.) IMMEDIATE PAST PRESIDENT OF THE FOUNDATION 4.) PRESIDENT-ELECT OF THE FOUNDATION 5.) CHAIR, ADVANCEMENT 6.) CHAIR, COMMITTEE ON DIRECTORS 7.) CHAIR, FINANCE AND AUDIT 8.) CHAIR, INVESTMENT 9.) TRUSTEE BOARD DESIGNEE 10.) UNF FINANCING CORPORATE DESIGNEE 11.) MOCA DESIGNEE 12.) AT-LARGE MEMBERS FROM THE FOUNDATION AT THE DISCRETION OF THE FOUNDATION PRESIDENT AND THE UNIVERSITY PRESIDENT 13.) EX-OFFICIO, THE EXECUTIVE DIRECTOR OF THE FOUNDATION 14.) EX-OFFICIO, THE TREASURER OF THE FOUNDATION 15.) EX-OFFICIO, THE SECRETARY OF THE FOUNDATION THE EXECUTIVE COMMITTEE SHALL MEET AT THE CALL OF THE PRESIDENT OF THE FOUNDATION. ONE-THIRD OF THE MEMBERS SHALL REPRESENT A QUORUM OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE FOUNDATION BOARD BETWEEN MEETINGS OF THE FOUNDATION BOARD AND SHALL BE EMPOWERED TO ACT ON BEHALF OF THE FOUNDATION BOARD IN CASES WHERE A MEETING OF THE FULL FOUNDATION BOARD WILL NOT OCCUR WITHIN THE TIME FRAME NECESSARY FOR APPROVING AN ACTION DEEMED TO BE IN THE BEST INTEREST OF THE FOUNDATION. ACTIONS BY THE EXEUCTIVE COMMITTEE SHALL BE SUBJECT ONLY TO SUCH RESTRICTIONS AS THE FOUNDATION BOARD MAY FROM TIME TO TIME SPECIFY. A REPORT OF THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE PRESENTED TO THE FOUNDATION BOARD IN A TIMELY MANNER. |
| Form 990, Part VI, Section B, line 11b | THE FORM 990 WAS PREPARED BY A PAID PREPARER. THE FINAL DRAFT WAS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS WITH THE FOUNDATION'S STAFF. AFTER BOARD APPROVAL, THE RETURN WAS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST FORMS. THE UNF FOUNDATION MANAGEMENT REVIEWS THE CONFLICT OF INTEREST FORMS FOR ANY NOTED CONFLICT OF INTEREST. IF ANY EXIST AND REQUIRES A BOARD VOTE, THE BOARD OF DIRECTOR MEMBER RECUSES HIMSELF OR HERSELF FROM VOTING ON THE ISSUE. IT IS NOTED IN THE OFFICIAL MINUTES THAT THE BOARD MEMBER ACKNOWLEDGED THE CONFLICT AND RECUSED FROM VOTING. |
| Form 990, Part VI, Section B, line 15 | VICE PRESIDENT OF UNIVERSITY DEVELOPMENT AND ALUMNI ENGAGEMENT'S COMPENSATION (TOP MANAGEMENT OFFICIAL) IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY OF NORTH FLORIDA OR DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPENSATED TO SIMILAR ROLES IN OTHER UNIVERSITIES NATIONALLY. |
| Form 990, Part VI, Section C, line 18 | THE ORGANIZATION'S FORM 990 IS POSTED ON GUIDESTAR (WWW.GUIDESTAR.ORG) AND IS ALSO AVAILABLE UPON REQUEST FROM THE ORGANIZATION. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT http://www.unf.edu/anf/tsifoundationaccounting/Foundation/ Audited_Reports/Audited_Reports.aspx. |
| Form 990, Part XII, Line 2c: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | |||||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 592976169 | EDUCATION | FL | IRC 115 | N/A | 0 | ||
| UNF TRAINING AND SERVICES INSTITUTE | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 591982921 | EDUCATION | FL | 501(c)(3) | 0 | Line 12b, II | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| UNF FINANCING CORPORATION INC | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 421683752 | SUPPORT | FL | 501(c)(3) | 0 | Line 12b, II | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| MUSUEM OF CONTEMPORARY ART JACKSONVILLE | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 590689705 | MUSEUM | FL | 501(c)(3) | 0 | Line 10 | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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