2014-02-14T09:39:32-06:00 2013-06-30 ERNST & YOUNG US LLP 75 BEATTIE PLACE SUITE 800 GREENVILLE SC 29601 990 2012-07-01 590859121 ECKERD COLLEGE INC % CHRISTOPHER P BRENNAN ECKE 7278671166 4200 54TH AVENUE SOUTH Suite ST PETERSBURG FL 33711 Christopher P Brennan 2014-02-13 8642425740 2012 2015-11-30 17:44:51Z Donald R Eastman III 4200 54th Avenue South St Petersburg FL 33711 101394414 false X WWW.ECKERD.EDU X 1962 FL TO PROVIDE AN UNDERGRADUATE, LIBERAL ARTS EDUCATION AND LIFELONG LEARNING PROGRAMS WITHIN THE CONTEXT OF A STRONG RELATIONSHIP WITH THE PRESBYTERIAN CHURCH. 27 26 1612 225 539138 29891 7032028 9286970 87796706 90485880 1502445 1089265 344613 363759 96675792 101225874 25447439 27857402 0 0 31970508 33219004 34613 52995 1522866 35017182 35767259 92469742 96896660 4206050 4329214 179469145 185887289 46687203 43419231 132781942 142468058 X TO PROVIDE AN UNDERGRADUATE, LIBERAL ARTS EDUCATION AND LIFELONG LEARNING PROGRAMS IN THE UNIQUE FLORIDA ENVIRONMENT, WITHIN THE CONTEXT OF A COVENANT RELATIONSHIP WITH THE PRESBYTERIAN CHURCH (U.S.A.). THE COLLEGE EXPECTS ITS STUDENTS TO ACQUIRE A BROAD KNOWLEDGE OF PAST AND PRESENT HUMAN CULTURES AND OF THE RICH AND VARIED PERSPECTIVES OF DIFFERENT ACADEMIC AREAS. THE COLLEGE EXPECTS ITS STUDENTS TO ENGAGE INTELLECTUALLY WITH THE ENDURING QUESTIONS OF PURPOSE, VALUE, AND MEANING AND TO REFLECT SERIOUSLY ON THE SPIRITUAL DIMENSION OF HUMAN EXISTENCE. THE COLLEGE EXPECTS ITS STUDENTS TO ACQUIRE THE INTELLECTUAL DEPTH APPROPRIATE TO A BACCALAUREATE EDUCATION IN A SINGLE DISCIPLINE OR SUBJECT, INCLUDING MASTERY OF A PARTICULAR BODY OF KNOWLEDGE AND AN UNDERSTANDING OF ITS PRINCIPAL MODES OF INQUIRY. THE COLLEGE EXPECTS ITS STUDENTS TO DEEPEN THEIR AWARENESS AND COMPREHENSION OF TWO CENTRAL ISSUES: SUSTAINING THE NATURAL ENVIRONMENT, AND FOSTERING CROSS-CULTURAL UNDERSTANDING AND RESPECT false false 55900821 27830223 76462852 INSTRUCTION AND SCHOLARSHIPS TO/FOR STUDENTS - INCLUDES TRADITIONAL STUDENTS AS WELL AS RETURNING ADULT STUDENTS OVER THE AGE OF 23. RESIDENTIAL STUDENTS COME FROM 47 STATES AND 35 COUNTRIES. STUDENTS CAN CHOOSE FROM 38 MAJORS IN THE RESIDENTAL PROGRAM AND 5 MAJORS IN THE PROGRAM FOR EXPERIENCED LEARNERS OR DESIGN THEIR OWN INTERDISCIPLINARY CONCENTRATIONS. ALL PROGRAMS LEAD TO A BACHELOR OF ARTS OR BACHELOR OF SCIENCE DEGREE. ATTENDING ECKERD COLLEGE DURING THE 2012/13 ACADEMIC YEAR WERE 2,337 FULL-TIME AND PART-TIME DEGREE-SEEKING STUDENTS. FOR INFORMATION ABOUT MAJORS AND MINORS VISIT WWW.ECKERD.EDU/ACADEMICS OR WWW.ECKERD.EDU/ADMISSIONS FOR SCHOLARSHIP INFORMATION. 13079807 STUDENT SERVICES - PROVIDE SERVICES TO STUDENTS APART FROM INSTRUCTION SUCH AS ADMISSIONS, FINANCIAL AID, STUDENT ACTIVITIES, ATHLETICS AND MORE. APPROXIMATELY 96% OF ECKERD COLLEGE BEGINNING UNDERGRADUATE STUDENTS RECEIVE FINANCIAL ASSISTANCE AS A RESULT OF THE EFFORTS OF THE FINANCIAL AID OFFICE. THE COLLEGE'S STUDENTS HAVE ACCESS TO MANY SERVICES INCLUDING THE FITNESS CENTER, THE OUTDOOR POOL, MEN'S AND WOMEN'S SPORTS, STUDENT GOVERNMENT, STUDENT MEDIA (RADIO, TV AND NEWSPAPER) AND REGISTERED STUDENT CLUBS AND ORGANIZATIONS. MORE INFORMATION IS AVAILABLE ABOUT ECKERD COLLEGE ATHLETICS AND CLUBS AT WWW.ECKERD.EDU/ATHLETICS AND WWW.ECKERD.EDU/CAMPUSLIFE. 11853177 14023028 AUXILIARY SERVICES - HOUSING, FOOD SERVICE AND OTHERS. WITH OVER 1,400 STUDENTS LIVING IN THE RESIDENCE HALLS, ECKERD COLLEGE OFFERS RESIDENCE HALLS THAT RANGE FROM TRADITIONAL ROOMS WITH A SHARED COMMON AREA TO APARTMENT STYLE SUITES. FOOD SERVICES ARE PROVIDED BY A THIRD PARTY MANAGEMENT COMPANY THAT OPERATES SEVERAL LOCATIONS ACROSS ECKERD'S MAIN CAMPUS. MORE INFORMATION IS AVAILABLE AT WWW.ECKERD.EDU. 3719058 27179 84552863 true true false true false false false false false true true true false false true true true true true true true false false true true false false true true true true false false false false false true false false false false true false false false true true true false false false true 3514 0 true 1612 true true true true UK false false false true true true 7 false false true false X 27 26 false false false false false false false true true false false true true true true true true true true false AK AZ AR DC FL KY ME MD MA MI MS NH SC WA WI X CHRISTOPHER P BRENNAN 7278648122 4200 54TH AVE SOUTH St Petersburg FL 33711 Payton F Adams 1.0 0.0 X Ronice Barlow 1.0 0.0 X Louie Buntin 1.0 0.0 X Miles C Collier 1.0 0.0 X X Raul de Quesada 1.0 0.0 X Jeffrey A Dodge 1.0 0.0 X Karen Brown Dunlap 1.0 0.0 X John G Finneran Jr 1.0 0.0 X Ronald H Francis 1.0 0.0 X Ian P Johnson 1.0 0.0 X Michael C Markovitz 1.0 0.0 X Helmar Nielson 1.0 0.0 X George W Off 1.0 0.0 X John B Phelps III 1.0 0.0 X Fred Razook 1.0 0.0 X William R Ripberger 1.0 0.0 X P N Risser III 1.0 0.0 X John R Saunders 1.0 0.0 X Susan Russ Walker 1.0 0.0 X George A Wardman 1.0 0.0 X David L Warren 1.0 0.0 X Jean Giles Wittner 1.0 0.0 X Donald R Eastman III 50.0 0.0 X X 546716 0 131546 Norman A Barker 1.0 0.0 X S Matt Kilgroe 1.0 0.0 X Leah K Rubino 1.0 0.0 X Kathleen Trott 1.0 0.0 X Lisa A Mets 50.0 0.0 X 126713 0 31490 Christopher P Brennan 50.0 0.0 X 136981 0 36879 Matthew S Bisset 50.0 0.0 X 159379 0 33917 James J Annarelli 50.0 0.0 X 140181 0 64425 John F Sullivan 50.0 0.0 X 129531 0 22942 Jewel S Brooker 1.0 0.0 X 140266 0 13154 Gregg R Brooks 50.0 0.0 X 132750 0 26499 Kathryn J Watson 50.0 0.0 X 130654 0 24683 1643171 0 385535 23 false true false DTZ SERVICES A UGL COMPANY 2000 W COMMERCIAL BLVD SUITE 119 FORT LAUDERDALE FL 33309 FACILITIES MGMT CO 3481762 CANNON DESIGN INCORPORATED PO BOX 10006 NEW YORK NY 10259 ARCHITECTS 568360 THE MV GROUP INCORPORATED PO BOX 46785 ST PETERSBURG FL 33741 MGMT CONSULTANTS 318806 ARC3 ARCHITECTURE INC 6671 - 13TH AVE N SUITE 1C ST PETERSBURG FL 33710 ARCHITECTS 209058 ERNST YOUNG LLP PO BOX 101617 ATLANTA GA 303921617 CPA'S 182375 6 16260 651390 8619320 3613270 9286970 TUITION AND FEES 611600 70966651 70966651 AUXILIARY SERVICES 611710 14023028 14023028 CONTINUING EDUCATION 611600 5496201 4957063 539138 90485880 1109695 1109695 0 0 0 0 0 94262 20950 90642 45000 3620 -24050 -20430 -20430 89597 16260 30398 59199 59199 8238 2500 5738 5738 0 OTHER REVENUE 900099 298822 298822 298822 101225874 89946742 539138 1453024 27179 27179 27830223 27830223 0 0 1068636 865473 203163 0 23691314 20533797 2470208 687309 1847987 1558430 230510 59047 4906895 3339282 1400488 167125 1704172 1459794 192111 52267 0 92473 92473 190588 190588 66846 66846 52995 52995 77188 77188 933979 498547 433161 2271 410295 381226 21276 7793 1949826 1170590 714291 64945 982004 204420 777503 81 155281 155281 10155788 8505577 1649907 304 2302536 2102355 144719 55462 0 445740 379673 39637 26430 1958840 1939291 19549 0 5001511 4597624 403887 588492 21302 567190 FOOD SERVICES 4228932 4064679 135239 29014 DONOR RELATIONS 107061 29101 34875 43085 BUILDING & GROUNDS SERVICES 138160 55671 82489 PROGRAM SERVICES SUPP. & EXPEN 5981719 5631975 278169 71575 96896660 84552863 10820931 1522866 36750603 33335481 6453255 4063955 3159400 2374865 1424334 1485009 281416 192106 0 0 1365873 1297049 0 0 4304663 4140214 170678800 77932474 84326349 92746326 27379931 30188570 13819348 15900740 73900 32900 0 0 130073 130074 179469145 185887289 7978569 6966816 0 0 2721206 2945020 28430153 27555275 0 0 0 0 3142540 3237395 0 0 4414735 2714725 46687203 43419231 X 73340881 100316714 26811068 8900211 32629993 33251133 132781942 142468058 179469145 185887289 X 4329214 3987725 1369177 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 66846 false false 66846 false DIRECT CONTACT Schedule C Part II-B, Line 1g ECKERD COLLEGE USES THE SERVICES OF AN OUTSIDE CONSULTING FIRM TO CONDUCT lobbying activities for the college regarding higher education issues. 45268125 946829 5020232 2141586 49093600 47474771 813035 -1073057 1946624 45268125 37814196 4389352 6720297 828815 620259 47474771 31384515 3519650 2910031 37814196 30753520 4509821 -3878826 31384515 0.32000 0.64500 0.03500 false false 3349312 3349312 104238994 28614222 75624772 210131 174630 35501 47152122 42706399 4445723 15728241 6437223 9291018 92746326 HEDGE FOF AEW GLOBAL PROP 2548514 F HEDGE FOF ARCHIPELAGO/WELL 1708238 F HEDGE FOF ARCHSTONE OFFSHORE 3406914 F HEDGE FOF COLCHESTER GLOBAL 807679 F HEDGE FOF METROPOLITAN R/E 514472 F HEDGE FOF NYES LEDGE CAPITAL 3730549 F HEDGE FOF SANDERSON INT'L 2625771 F HEDGE FOF TIFF REALTY & RES 345046 F HEDGE FOF VIA ENERGY II, LP 213557 F 15900740 0 POST RETIRE BENEFIT & DEFERRED COMP OBLIGATION 2714725 2714725 X 74258302 3987725 3987725 70270577 77188 30878109 30955297 101225874 69022147 69022147 77188 27797325 27874513 96896660 INTENDED USE OF ENDOWMENT FUNDS PART V, LINE 4 THE INTENDED USES OF THE ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, FACULTY, PROGRAM SUPPORT AND EQUIPMENT PURCHASES AND MAINTENANCE. ASC 740 (FIN 48) PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION TOPIC 740 ACCOUNTING FOR INCOME TAXES (ASC 740) CREATED A SINGLE MODEL TO ADDRESS UNCERTAIN INCOME TAX POSITIONS AND CLARIFIED THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A "MORE LIKELY THAN NOT" MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF ASC 740, TAX-EXEMPT ORGANIZATIONS MAY BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. THE COLLEGE HAS NO OBLIGATION RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. OTHER REVENUE ON AUDITED FINANCIAL STATEMENTS NOT IN REVENUE ON RETURN PART XI, LINE 4B SCHOLARSHIPS RECLASSED TO EXPENSES ON RETURN 27,830,223 INVESTMENT RETURN ON ENDOWMENTS 3,047,886 ---------- TOTAL 30,878,109 OTHER EXPENSES ON RETURN NOT ON AUDITED FINANCIAL STATEMENTS PART XII, LINE 4B SCHOLARSHIPS RECLASSED TO EXPENSES ON RETURN 27,830,223 FUNDRAISING EXPENSES NETTED WITH REVENUE ON RETURN (32,898) TOTAL ---------- 27,797,325 COLLEGE FUNDED SCHOLARSHIPS PART XII AND PART XIII COLLEGE FUNDED SCHOLARSHIPS ARE PRESENTED AS A CONTRA-REVENUE FOR FINANCIAL STATEMENT PURPOSES. true true true true true true true false false false false false false false false true false true SCHEDULE E PART I LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLISHED IN A LOCAL NEWSPAPER. PART I LINE 6A THE COLLEGE RECEIVES GRANTS FOR STUDENTS AND PROFESSORS FROM FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES. Central America and the Caribbean 3 Program Services Instructional 260854 Central America and the Caribbean Investments 7137463 East Asia and the Pacific 2 Program Services Instructional 185330 Europe (Including Iceland and Greenland) 1 4 Program Services Instructional 654124 Europe (Including Iceland and Greenland) Investments 1708238 Middle East and North Africa 1 Program Services Instructional 78271 Russia and the Newly Independent States 1 Program Services Instructional 36564 North America 1 Program Services Instructional 6672 South America 3 Program Services Instructional 186388 South Asia 1 Program Services Instructional 126475 Sub-Saharan Africa 1 Program Services Instructional 119293 1 17 1 17 10499672 10499672 true false false true false false RESIDENTIAL UNIT Part I, Line 4 ECKERD COLLEGE MAINTAINS A RESIDENTIAL UNIT IN LONDON TO HOUSE STUDENTS WHILE ATTENDING COLLEGE COURSES OFFERED BY THE COLLEGE. DURING FY 13, THE COLLEGE HOUSED 43 STUDENTS AT THIS LOCATION DURING THE FALL, WINTER AND SPRING SEMESTERS. ADDITIONALLY, ECKERD COLLEGE PROVIDES MULTIPLE OPPORTUNITIES FOR ITS STUDENTS TO COMPLETE SOME INSTRUCTION IN AN INTERNATIONAL ENVIRONMENT. THE NUMBER OF EMPLOYEES IS COMPUTED ON A FTE BASIS, ROUNDED TO WHOLE NUMBERS. X X X X X X X true RUFFALOCODY TELEPHONE FUNDRAISING false 10645 11498 -853 WITZELBEN ASSOCIATES CAMPAIGN CONSULTING false 41497 10645 52995 -853 AL AK AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN UT VT VA WA WV WI WY ATHLETIC AUC 59815 4700 55115 389 5030 GOLF TOURNAMENT 13750 7360 6390 1869 450 2146 412 4 32292 4200 28092 3046 5575 6979 4502 105857 16260 89597 4915 6025 9514 9944 30398 59199 true United Way of Tampa Bay Inc 5201 W Kennedy Blvd Tampa FL 33609 593725701 501(c)3 10000 General Support 1 18 ECKERD COLLEGE GRANTS 2084 18409429 HONORS SCHOLARSHIPS 114 177395 PRESIDENTIAL SCHOLARSHIPS 398 5455298 SPECIAL TALENT SCHOLARSHIPS 91 1587592 INSTITUTIONAL GRANTS 877 1822128 SEOG GRANTS 213 179035 SCHOLARSHIPS 102 199345 PART I, LINE 2 Organization's Procedures for Monitoring the Use of Grants: THE COLLEGE HAS DESIGNED AND IMPLEMENTED INTERNAL CONTROLS THAT INCLUDE FINANCIAL REPORTING AS WELL AS INTERNAL CONTROL OVER COMPLIANCE WITH REGULATIONS AND GRANT AGREEMENTS. INCLUDED IN THE INTERNAL CONTROL STRUCTURE IS A COMPREHENSIVE GRANTS AND CONTRACTS POLICY THAT PROVIDES THE ECKERD COLLEGE COMMUNITY GUIDELINES FOR GRANTS RECORDKEEPING, REPORTING AND MANAGEMENT. THE FINANCIAL AID AND BUSINESS OFFICES HAVE PRIMARY ROLES IN THE MONITORING OF GRANT FUNDS WHICH INCLUDES PROCEDURES FOR FINANCIAL REPORTING, FUNDS REQUESTS, INVOICING, REIMBURSEMENTS, PROGRAM ACTIVITY OVERSIGHT, PURCHASES, CLOSE OUT AND POST AWARD COMPLIANCE. THE BUSINESS OFFICE COMMUNICATES DIRECTLY AND FREQUENTLY WITH FACULTY AND STAFF MEMBERS TO ENSURE COMPLIANCE WITH ALL COLLEGE POLICIES. THE COLLEGE IS ALSO SUBJECT TO EXTERNAL AUDITS WHICH ARE PERFORMED AT LEAST ANNUALLY. X X X X X true true X X X X X false true false false false false false false false Donald R Eastman III 441285 0 0 0 105431 0 25000 0 106546 0 678262 0 0 0 Lisa A Mets 124820 0 0 0 1893 0 13070 0 18420 0 158203 0 0 0 Christopher P Brennan 135359 0 0 0 1622 0 14550 0 22329 0 173860 0 0 0 Matthew S Bisset 156862 0 0 0 2517 0 16210 0 17707 0 193296 0 0 0 James J Annarelli 136315 0 0 0 3866 0 14200 0 50225 0 204606 0 0 0 John F Sullivan 128188 0 0 0 1343 0 12950 0 9992 0 152473 0 0 0 Jewel S Brooker 39300 0 98880 0 2086 0 6180 0 6974 0 153420 0 0 0 Gregg R Brooks 132228 0 0 0 522 0 9968 0 16531 0 159249 0 0 0 Kathryn J Watson 127278 0 0 0 3376 0 11802 0 12881 0 155337 0 0 0 Supplemental Compensation Information SCHEDULE J, PART III, LINE 1A THE COLLEGE PRESIDENT IS ALLOWED SOME FIRST CLASS TRAVEL FOR BUSINESS, BASED ON THE DURATION AND DESTINATION OF TRAVEL, WHICH IS SPECIFIED AS A BENEFIT WITHIN HIS EMPLOYMENT CONTRACT. SPOUSAL TRAVEL IS ALSO SPECIFIED IN THE PRESIDENT'S EMPLOYMENT CONTRACT WHICH ALLOWS FOR ONLY SUBSTANTIATED COLLEGE BUSINESS TO BE PAID BY THE COLLEGE. HOUSING, INCLUDING UTILITIES, IS ALSO PROVIDED TO THE PRESIDENT. AS A CONDITION OF HIS EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE WITHIN CLOSE PROXIMITY TO THE COLLEGE CAMPUS AND, AS SUCH, HOUSING IS CONSIDERED A WORKING CONDITION FRINGE. PERSONAL SERVICES IN THE FORM OF HOUSEKEEPING ARE PROVIDED WHEN COLLEGE EVENTS ARE HELD AT THE RESIDENCE. SOCIAL CLUB DUES WERE ALLOCATED BETWEEN PERSONAL AND BUSINESS USE FOR THE PRESIDENT, AS APPLICABLE. PROCESSES USED TO ESTABLISH THE COMPENSATION OF THE COLLEGE PRESIDENT Part I, Line 3 THE EXECUTIVE ASSESSMENT AND COMPENSATION COMMITTEE (EACC) OF THE COLLEGE'S BOARD OF TRUSTEES ANNUALLY REVIEWS THE PRESIDENT'S PERFORMANCE AND COMPENSATION. CHANGES TO THE PRESIDENT'S COMPENSATION ARE DETERMINED BY THE EACC AND REPORTED TO THE BOARD OF TRUSTEES. IN DETERMINING THE PRESIDENT'S COMPENSATION, THE COMMITTEE RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO PREPARE A COMPENSATION STUDY OF COMPARABLE HIGHER EDUCATION INSTITUTIONS. THERE IS A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE COLLEGE AND THE PRESIDENT. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PART I, LINE 4B ONE OF THE HIGHEST PAID EMPLOYEES, JEWEL S. BROOKER, PARTICIPATED IN AN EARLY RETIREMENT INCENTIVE PROGRAM FOR TENURED FACULTY. TENURED FACULTY WITH AT LEAST 15 YEARS OF SERVICE AND AT LEAST AGE 58 ON DECEMBER 1, 2010 WERE ELIGIBLE TO PARTICIPATE. PARTICIPATION IN THE ONE-TIME WINDOW WAS LIMITED TO THE FIRST 4 APPLICANTS PER YEAR FOR 2011 AND 2012 FOR A TOTAL OF NO MORE THAN 8. THE SALARY BENEFIT WAS A ONE TIMES ANNUAL SALARY PAID AT RETIREMENT ON AUGUST 31 OF THE TERMINAL YEAR. ONE APPLICANT RECEIVED A PAYMENT ON AUGUST 31, 2012. THE AMOUNT OF SCHEDULE J, PART II, COLUMN (B)(II) OF $98,880 REPRESENTS THE AMOUNT PAID FROM RETIREMENT INCENTIVE FOR JEWEL S. BOOKER. ANOTHER OF THE HIGHEST PAID EMPLOYEES, GREGG R. BROOKS, RECEIVED ADDITIONAL COMPENSATION FROM GRANTS FOR MARINE SCIENCE RESEARCH IN THE AMOUNT OF $37,821. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(i). A PINELLAS COUNTY EDUCATIONAL FACILITIES 521411737 723161FK6 2006-05-18 31680245 SEE PART VI false false false A 3190000 0 32963396 2288813 0 0 624061 3470023 0 14078029 10579373 123898 2008 true false true true A false false true true false 0.00000 0.00280 0.00280 true false false true A false false false false false false 0 false 0 false false A true DESCRIPTION OF PURPOSE OF 2006 BOND ISSUE SCHEDULE K, PART I, COLUMN (F) THE PROCEEDS OF THE BOND ISSUE WERE USED FOR CAPITAL IMPROVEMENTS AND TO DEFEASE THE 1989, 1991 AND 1993 BONDS. Baker Victoria RETIRED FACULTY def'd comp adv 457f X 53207 18092 false true true Galizzi Edmund RETIRED FACULTY def'd comp adv 457f X 73435 22966 false true true Henderson David RETIRED FACULTY def'd comp adv 457f X 50882 19215 false true true Junevicus Gerald RETIRED FACULTY def'd comp adv 457f X 54668 21235 false true true Lezcano Margarita RETIRED FACULTY def'd comp adv 457f X 63906 35052 false true true MacDougall James RETIRED FACULTY def'd comp adv 457f X 67716 10663 false true true Oberhofer Tom RETIRED FACULTY def'd comp adv 457f X 68380 24693 false true true Harris Sandra RETIRED FACULTY def'd comp adv 457f X 34485 20962 false true true Meese George RETIRED FACULTY def'd comp adv 457f X 40479 19228 false true true 192106 SUPPLEMENTAL INFORMATION SCHEDULE L, PART II Loans to Interested Persons from the College are tax advances related to retired faculty members who participated in a 457(f) non-qualified deferred compensation plan. The deferred compensation plan was curtailed in fiscal year 2008-09. Accordingly no new loans will be advanced, and the outstanding loans identified are being repaid to the College on a monthly basis from deferred compensation payments. SCHEDULE L, PART IV ECKERD COLLEGE, INC. IS THE SOLE MEMBER OF ECKERD COLLEGE REAL ESTATE, LLC. CONSEQUENTLY, THE OFFICERS AND TRUSTEES OF ECKERD COLLEGE, INC. OVERSEE THE INTERESTS OF ECRE, LLC. X 5 11000 sale comp property X 22 3602233 cost/selling price X Marine Items 33 33 other X Miscellaneous Items 4 4 other false true false NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED PART I, COLUMN B The number of contributions received is measured as the number of contributions, not the number of items contributed. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES EXPENSE INCLUDES ACADEMIC SUPPORT SERVICES AND RESEARCH. Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11B THE AUDIT COMMITTEE OF THE ECKERD COLLEGE BOARD OF TRUSTEES IS CHARGED WITH REVIEWING AND APPROVING THE FORM 990 PRIOR TO ITS DISSEMINATION TO THE FULL BOARD AND PRIOR TO FILING. THE FORM 990 IS PREPARED BY THE COLLEGE'S BUSINESS OFFICE WITH THE ASSISTANCE OF THE INDEPENDENT TAX SERVICES PROVIDER. THE FORM, ALONG WITH SUPPORTING SCHEDULES AND STATEMENTS, IS REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR BUSINESS AND FINANCE. THE INDEPENDENT TAX SERVICE PROVIDER THAT PREPARES THE FORM 990 ALSO PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE AND PROVIDES AN OPPORTUNITY FOR COMMITTEE MEMBERS TO ASK QUESTIONS AND PROVIDE FEEDBACK ON THE CONTENTS OF THE FORM. Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c ECKERD COLLEGE, INC. HAS INCLUDED ITS CONFLICT OF INTEREST POLICY IN ITS BY-LAWS TO ENSURE ALL MEMBERS OF THE ECKERD COLLEGE COMMUNITY ARE AWARE OF THE POLICY. THE AUDIT COMMITTEE IS CHARGED WITH MONITORING ADHERENCE TO THE COLLEGE'S CONFLICT OF INTEREST POLICY AND REPORTS ITS DETERMINATIONS TO THE EXECUTIVE COMMITTEE. THE MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY PROVIDE A WRITTEN DISCLOSURE OF POTENTIAL CONFLICTS (IF ANY). IF, AT ANY TIME, A TRUSTEE BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE TRUSTEE SHALL PROMPTLY AND FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT OR THE CHAIR OF THE COMMITTEE ON TRUSTEESHIP. THE MINUTES OF A MEETING OF THE BOARD WHERE A DISCLOSURE OF A CONFLICT OR POSSIBLE CONFLICT OF INTEREST IS MADE WILL REFLECT THE DISCLOSURE AND THE TRUSTEE OR OFFICER ABSTAINING FROM THE CONSIDERATION OR VOTE ON THE MATTER. Process For Determining Compensation Form 990, Part VI, Line 15A & 15B THE BOARD OF TRUSTEES OF ECKERD COLLEGE HOLDS THE AUTHORITY TO APPOINT THE PRESIDENT OF THE COLLEGE. THE BOARD IS RESPONSIBLE FOR SETTING THE APPROPRIATE TERMS OF EMPLOYMENT, INCLUDING COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE ASSESSMENT AND COMPENSATION COMMITTEE (EACC) OF THE COLLEGE'S BOARD OF TRUSTEES ANNUALLY REVIEWS THE PRESIDENT'S PERFORMANCE AND COMPENSATION. CHANGES TO THE PRESIDENT'S COMPENSATION ARE DETERMINED BY THE EACC AND REPORTED TO THE BOARD OF TRUSTEES. IN DETERMINING THE PRESIDENT'S COMPENSATION, THE COMMITTEE RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO PREPARE A COMPENSATION STUDY OF COMPARABLE HIGHER EDUCATION INSTITUTIONS. THERE IS A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE COLLEGE AND THE PRESIDENT. THE BOARD APPROVES THE APPOINTMENT OF ALL VICE-PRESIDENTS, SECRETARY, TREASURER, DEANS AND SUCH OTHER COLLEGE OFFICERS WHO, AFTER RECOMMENDATION BY THE PRESIDENT, ARE DEEMED NECESSARY FOR THE PROPER MANAGEMENT OF THE COLLEGE. THE EACC ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES BASED ON A REVIEW OF PERFORMANCE AND COMPARABILITY DATA, AND THE RECOMMENDATION OF THE PRESIDENT. ALL MATTERS DISCUSSED WITHIN A MEETING OF THE BOARD OF TRUSTEES OR ITS COMMITTEES ARE DOCUMENTED WITHIN THE MINUTES. AVAILABILITY OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMT TO PUBLIC FORM 990, PART VI, LINE 19 ECKERD COLLEGE, INC. MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND THROUGH ITS WEBSITE WWW.ECKERD.EDU. THE COLLEGE'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA ITS DISCLOSURE DISSEMINATION AGENT AT WWW.DACBOND.COM. REVENUE AND EXPENSE RECONCILIATION FORM 990, PART XI, LINE 9 Re-class Fundraising expense to revenue (32,898) Change in Split-interest agreements 62,276 Pension related changes 1,339,799 ----------- Total 1,369,177 STATEMENT REGARDING CONSOLIDATED AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2D AND PART IV, LINES 12A & 12B The College's audited financial statements are consolidated with Eckerd College Real Estate, LLC (ECRE). ECRE is a limited liability company with Eckerd College, Inc. as its sole member. Therefore, for tax purposes, ECRE is a disregarded entity and there is no difference between amounts reported within the form 990 and the audited financial statements, with the exception of reclassifications and unrelated business income as reported in Schedule D, Parts XI - XIII. ECKERD COLLEGE REAL ESTATE LLC 4200 54TH AVE S ST PETERSBURG FL 33711 272423823 RE Holding FL -245732 1406545 ECKERD COLL ECP2 Inc 4200 54th Ave SOUTH St Petersburg FL 33711 591096272 RE Holding FL ECKERD COLL C Corporation 0 0 1.00000 true false false false false false false false false false false false false true false false false false false false