U B FOUNDATION ACTIVITIES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- U B FOUNDATION ACTIVITIES INC (EIN 16-1372561)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201431299349300838
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T09:25:41-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161372561 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UB FOUNDATION ACTIVITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EDWARD P SCHNEIDER | InCareOfName |
| Name Control | UBFO | NameControl |
| Phone | 7166453011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 900 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD P SCHNEIDER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7166453011 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWARD P SCHNEIDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 900 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 98214946 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UBFOUNDATION.BUFFALO.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF UBFA IS TO UNDERTAKE AND PERFORM ACTIVITIES IN SUPPORT OF THE EDUCATIONAL PURPOSES OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO AND ITS VARIOUS DEPARTMENTS, DIVISIONS OR OTHER ENTITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -7863 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 52689975 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 51120378 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38827858 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42400182 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 933 | InvestmentIncomePriorYear |
| Investment Income Current Year | 601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1071770 | OtherRevenuePriorYear |
| Other Revenue Current Year | 213410 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 92590536 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93734571 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7260682 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9706843 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1958437 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2266340 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7603768 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 70240225 | OtherExpensePriorYear |
| Other Expenses Current Year | 63705309 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 79459344 | TotalExpensesPriorYear |
| Total Expenses Current Year | 75678492 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13131192 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18056079 | RevenuesLessExpensesCY |
| Total Assets BOY | 127516880 | TotalAssetsBOY |
| Total Assets EOY | 138843681 | TotalAssetsEOY |
| Total Liabilities BOY | 47511624 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40782346 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 80005256 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 98061335 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE ORGANIZATION IS TO UNDERTAKE AND PERFORM ACTIVITIES IN SUPPORT OF THE EDUCATIONAL PURPOSES OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO AND ITS VARIOUS DEPARTMENTS, DIVISIONS OR OTHER ENTITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 48486378 | Expense |
| Grants | 9706843 | Grants |
| Revenue | 24277771 | Revenue |
| Description | THE ORGANIZATION ADMINISTERS NUMEROUS PROGRAMS IN SUPPORT OF THE UNIVERSITY AT BUFFALO, STATE UNIVERSITY OF NEW YORK TO SUPPORT ITS EDUCATIONAL MISSION. THESE PROGRAMS INCLUDE CONTINUING EDUCATION, CENTER FOR THE ARTS, AND STUDENT ORIENTATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9282884 | Expense |
| Revenue | 10339810 | Revenue |
| Description | THE FACULTY PRACTICE PLAN INCLUDES MORE THAN 450 PHYSICIANS WHO ARE ALSO PROFESSORS AT THE STATE UNIVERSITY OF NEW YORK AT BUFFALO SCHOOL OF MEDICINE AND BIOMEDICAL SCIENCES. AS PROFESSORS THEY CONDUCT HANDS-ON RESEARCH AND TEACH CLASSES AT THE SCHOOL OF MEDICINE AND PLAY A SIGNIFICANT ROLE IN ACCOMPLISHING THE UNIVERSITY'S EDUCATIONAL PURPOSE. THE ORGANIZATION FURTHERS ITS EXEMPT PURPOSE BY PROVIDING ADMINISTRATIVE SUPPORT TO THIS ACTIVITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7046862 | Expense |
| Revenue | 7996011 | Revenue |
| Description | UNIFORM DATA SYSTEM FOR MEDICAL REHABILITATION OFFERS ITS SUBSCRIBERS A WIDE RANGE OF SERVICES AND TOOLS THAT ENABLE THEM TO DOCUMENT THE SEVERITY OF PATIENT DISABILITY AND THE RESULTS OF MEDICAL REHABILITATION IN A UNIFORM WAY. ESTABLISHING A COMMON LANGUAGE PROMOTES COMMUNICATION ABOUT DISABILITY ACROSS DISCIPLINES AND PROVIDES A BASIS FOR COMPARISON OF REHABILITATION OUTCOMES. THE PROGRAM SUPPORTS BOTH IMPORTANT EDUCATION AND RESEARCH AND CONTRIBUTES SIGNIFICANTLY TO THE EXEMPT PURPOSES OF BOTH THE ORGANIZATION AND THE STATE UNIVERSITY OF NEW YORK AT BUFFALO. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 64816124 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 935 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EDWARD P SCHNEIDER | NamePerson |
| Telephone Number | 7166453011 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 900 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DIANNE BENNETT | ||||||||
| DIRECTOR | 1.0 | 1.0 | X | 0 | 0 | 0 | ||
| RANDALL CLARK | ||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||
| ROBERT DENNING | ||||||||
| CHAIR | 1.0 | 2.0 | X | 0 | 0 | 0 | X | |
| JEREMY JACOBS | ||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||
| ROSS KENZIE | ||||||||
| DIRECTOR | 1.0 | 1.0 | X | 0 | 0 | 0 | ||
| GERALD MAZURKIEWICZ | ||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||
| WILLIAM SCHAPIRO | ||||||||
| DIRECTOR | 1.0 | 1.0 | X | 0 | 0 | 0 | ||
| EILEEN SILVERS | ||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | 0 | ||
| LAWRENCE ZIELINSKI | ||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 11528 | 5461 | ||
| EDWARD P SCHNEIDER | ||||||||
| EXECUTIVE DIRECTOR | 24.0 | 36.0 | 179441 | 0 | 45231 | X | ||
| MICHAEL CAIN | ||||||||
| DEAN-MED SCHOOL | 40.0 | 302000 | 324731 | 36691 | X | |||
| SATISH TRIPATHI | ||||||||
| UNIVERSITY PRESIDENT | 40.0 | 265000 | 366237 | 83633 | X | |||
| MICHAEL QUINN | ||||||||
| CFO-HEALTH SCIENCE | 40.0 | 223400 | 0 | 45175 | X | |||
| BRIGID MALONEY | ||||||||
| SECRETARY | 40.0 | 184320 | 0 | 41095 | X | |||
| ROSEANN BERGER | ||||||||
| ASSOCIATE DEAN GME | 40.0 | 187997 | 0 | 22931 | X | |||
| RICHARD J KUSTICH | ||||||||
| DIR. OF ASSETS AND REVENUES | 40.0 | 133263 | 34187 | X | ||||
| ELAINE C SCHAFFER | ||||||||
| DIR. OF FINANCIAL REPORTING | 40.0 | 131632 | 34187 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1607053 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 702496 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 348591 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COMPUTER SOLUTIONS SOFTWARE | |||||
| 4800 LYONS TECHNOLOGY PARKWAY | COCONUT CREEK | FL | 33073 | CONSULTING | 1102396 |
| KORN FERRY | |||||
| 33 SOUTH SIXTH STREET SUITE 4900 | MINNEAPOLIS | MN | 55402 | CONSULTING | 616516 |
| RPCI CLINICAL PRACTICE PLAN | |||||
| 665 ELM STREET | BUFFALO | NY | 14263 | MEDICAL | 251000 |
| BISON ELECTRICAL | |||||
| 4230 RIDGE LEA ROAD | BUFFALO | NY | 14226 | ELECTRICIAN | 228004 |
| JBM COMPUTERS | |||||
| 20 NORTH AMERICA DRIVE | WEST SENECA | NY | 14224 | CONSULTING | 200785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Related Organizations | 51120378 | RelatedOrganizations |
| Total Contributions | 51120378 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER EDUCATIONAL SERVICE | 611710 | 10050884 | 10050884 |
| FACULTY PRACTICE | 621110 | 10339810 | 10339810 |
| UNIFORM DATA SYSTEMS | 519100 | 7996011 | 7996011 |
| CONTINUING EDUCATION | 611710 | 5739928 | 5739928 |
| DENTAL STUDENT TRAINING | 611710 | 4169544 | 4169544 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4104005 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4104005 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42400182 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 575 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $575 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26 | TotalRevenueColumn |
| Exclusion | $26 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4693785 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4480375 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213410 | TotalRevenueColumn |
| Related Or Exempt Function Income | 213410 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93734571 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42613592 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $601 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3575186 | Total |
| Program Services | 3575186 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6131657 | Total |
| Program Services | 6131657 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224671 | Total |
| Management And General | 224671 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1511349 | Total |
| Management And General | 1511349 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98948 | Total |
| Management And General | 98948 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330706 | Total |
| Management And General | 330706 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100666 | Total |
| Management And General | 100666 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213940 | Total |
| Program Services | 104486 | ProgramServices |
| Management And General | 109454 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162255 | Total |
| Management And General | 162255 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1117 | Total |
| Program Services | 1117 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145991 | Total |
| Program Services | 145966 | ProgramServices |
| Fundraising | 25 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9666958 | Total |
| Program Services | 8573208 | ProgramServices |
| Management And General | 215351 | ManagementAndGeneral |
| Fundraising | 878399 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340414 | Total |
| Program Services | 335496 | ProgramServices |
| Fundraising | 4918 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5469977 | Total |
| Program Services | 4958404 | ProgramServices |
| Management And General | 97860 | ManagementAndGeneral |
| Fundraising | 413713 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544789 | Total |
| Program Services | 541351 | ProgramServices |
| Management And General | 2844 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8809 | Total |
| Program Services | 8809 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702310 | Total |
| Program Services | 554330 | ProgramServices |
| Management And General | 129504 | ManagementAndGeneral |
| Fundraising | 18476 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3162282 | Total |
| Program Services | 2928529 | ProgramServices |
| Management And General | 2836 | ManagementAndGeneral |
| Fundraising | 230917 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2948523 | Total |
| Program Services | 2589469 | ProgramServices |
| Management And General | 11890 | ManagementAndGeneral |
| Fundraising | 347164 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190218 | Total |
| Management And General | 190218 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130064 | Total |
| Program Services | 66841 | ProgramServices |
| Management And General | 59978 | ManagementAndGeneral |
| Fundraising | 3245 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SALARY EXPENSE- NON EMPLOYEE | 37903398 | 32400459 | 5502939 | |
| MATERIALS | 1149815 | 1145852 | 3963 | |
| OTHER EXPENSES | 964449 | 754964 | 199415 | 10070 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75678492 | Total |
| Program Services | 64816124 | ProgramServices |
| Management And General | 3258600 | ManagementAndGeneral |
| Fundraising | 7603768 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265695 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530098 | BOY |
| EOY | 612410 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272521 | BOY |
| EOY | 287554 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6792 | BOY |
| EOY | 140 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30609 | BOY |
| EOY | 18856 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2536391 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1944202 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 577345 | BOY |
| EOY | 592189 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125833820 | BOY |
| EOY | 137332532 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127516880 | BOY |
| EOY | 138843681 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15564652 | BOY |
| EOY | 8770037 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000000 | BOY |
| EOY | 25000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6946972 | BOY |
| EOY | 7012309 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47511624 | BOY |
| EOY | 40782346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80005256 | BOY |
| EOY | 98061335 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80005256 | BOY |
| EOY | 98061335 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127516880 | BOY |
| EOY | 138843681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 18056079 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| UNIVERSITY AT BUFFALO | |||||
| 146013200 | 06 | true | true | true | $64,816,124 |
| UNIVERSITY AT BUFFALO FOUNDATION | |||||
| 160865182 | 07 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 64816124 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $1,117 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1117 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B | Identifier |
| Return Reference | DESCRIPTION OF LOBBYING ACTIVITY | ReturnReference |
| Explanation | UB FOUNDATION ACTIVITIES, INC. MAKES MEMBERSHIP DUES PAYMENTS TO VARIOUS ORGANIZATIONS, A PORTION OF THOSE DUES PAYMENTS ARE DEDICATED TO LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 326329 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Included On FS | false | IncludedOnFS |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2536391 | OtherCostOrOtherBasis |
| Depreciation | 1944202 | Depreciation |
| Book Value | 592189 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 592189 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLES FROM AFFILIATES | Description |
| Book Value | 137006203 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 137006203 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD IN CUSTODY | $951,694 |
| PAYABLE TO AFFILIATES | $6,060,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7012309 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 98214946 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 98214946 | RevenueSubtotal |
| Other Revenues Not Included | -4480375 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4480375 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 93734571 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 80158867 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4480375 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4480375 | ExpensesNotRptdF990 |
| Expenses Subtotal | 75678492 | ExpensesSubtotal |
| Total Expenses Per Form990 | 75678492 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION'S COLLECTIONS AND HOW FURTHERS EXEMPT PURPOSE | PART III, LINE 4 | THE ORGANIZATION'S FINE ARTS COLLECTION CONSISTS OF RARE BOOKS AND IS USED FOR RESEARCH AND STUDY AND IS TO BE PRESERVED FOR THE FUTURE TO FURTHER THE EDUCATION MISSION OF THE UNIVERSITY AT BUFFALO. |
| FIN 48 (ASC 740) FOOTNOTE | PART X, LINE 2 | THE INTERNAL REVENUE SERVICE HAS RULED THAT UB FOUNDATION ACTIVITIES, INC. IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, GENERALLY NOT SUBJECT TO TAX ON RELATED INCOME UNDER PRESENT FEDERAL INCOME TAX LAWS, AND IS ALSO NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1) OR SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. UB FOUNDATION ACTIVITIES, INC. FOLLOWS THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHEREBY IT RECOGNIZES INCOME TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT NEED TO BE RECORDED AT JUNE 30, 2013. |
| OTHER REVENUE INCLUDED ON FORM 990 BUT NOT INCLUDED IN F/S | PART XI, LINE 4B | COST OF GOODS SOLD........................................($4,480,375) |
| OTHER EXPENSES INCLUDED IN F/S BUT NOT INCLUDED ON FORM 990 | PART XII, LINE 2D | COST OF GOODS SOLD..........................................$4,480,375 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CONGRESS OF NEUROLOGY SURGEONS INC | |||||||
| 10 N MARTINGALE RD | SCHAUMBURG | IL | 60173 | 521660107 | 501(C)(3) | 15000 | RESEARCH |
| THE RESEARCH FOUNDATION FOR THE SUNY | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | 19936 | RESEARCH |
| UB ASSOCIATES INC | |||||||
| 77 GOODELL STREET | BUFFALO | NY | 14203 | 161559460 | 501(C)(3) | 2093348 | SUPPORT |
| UNIVERSITY AT BUFFALO | |||||||
| CROFTS HALL | BUFFALO | NY | 14260 | 146013200 | GOVERNMENT | 578323 | SUPPORT |
| UNIVERSITY NEUROLOGY INC | |||||||
| 77 GOODELL STREET | BUFFALO | NY | 14203 | 161359213 | 501(C)(3) | 864343 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS FOR UNIVERSITY AT BUFFALO STUDENTS | 1295 | 5240884 |
| AWARDS RELATED TO THE UNIVERSITY AT BUFFALO | 744 | 317542 |
| FELLOWSHIPS | 146 | 573231 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | UB FOUNDATION ACTIVITIES, INC. PROVIDES A VARIETY OF RESTRICTED GRANTS TO SUPPORT THE EDUCATIONAL MISSION OF THE UNIVERSITY AT BUFFALO. ALL REQUESTS OF FUNDS ARE SUBJECT TO A DETAILED REVIEW BY ORGANIZATION STAFF TO ASSURE THAT THE USAGE OF FUNDS IS CONSISTENT WITH THE APPROPRIATE RESTRICTIONS AND THAT THE FUNDS SUPPORT THE EDUCATIONAL PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD P SCHNEIDER | ||||||||||||||
| EXECUTIVE DIRECTOR | 179441 | 0 | 0 | 0 | 0 | 0 | 26421 | 0 | 18810 | 0 | 224672 | 0 | 0 | 0 |
| MICHAEL CAIN | ||||||||||||||
| DEAN-MED SCHOOL | 302000 | 324731 | 0 | 0 | 0 | 0 | 0 | 20000 | 0 | 16691 | 302000 | 361422 | 0 | 0 |
| SATISH TRIPATHI | ||||||||||||||
| UNIVERSITY PRESIDENT | 265000 | 366237 | 0 | 0 | 0 | 0 | 0 | 25500 | 0 | 58133 | 265000 | 449870 | 0 | 0 |
| MICHAEL QUINN | ||||||||||||||
| CFO-HEALTH SCIENCE | 223400 | 0 | 0 | 0 | 0 | 0 | 26385 | 0 | 18790 | 0 | 268575 | 0 | 0 | 0 |
| BRIGID MALONEY | ||||||||||||||
| SECRETARY | 184320 | 0 | 0 | 0 | 0 | 0 | 22305 | 0 | 18790 | 0 | 225415 | 0 | 0 | 0 |
| ROSEANN BERGER | ||||||||||||||
| ASSOCIATE DEAN GME | 187997 | 0 | 0 | 0 | 0 | 0 | 21993 | 0 | 938 | 0 | 210928 | 0 | 0 | 0 |
| RICHARD J KUSTICH | ||||||||||||||
| DIR. OF ASSETS AND REVENUES | 133263 | 15397 | 18790 | 167450 | ||||||||||
| ELAINE C SCHAFFER | ||||||||||||||
| DIR. OF FINANCIAL REPORTING | 131632 | 15397 | 18790 | 165819 | ||||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS | PART I, LINE 1A | UB FOUNDATION ACTIVITIES, INC. FOLLOWS A WRITTEN POLICY REGARDING TRAVEL, ENTERTAINMENT, GIFTS, AND MISCELLANEOUS EXPENSES. THE ABOVE POLICY PROVIDES GUIDANCE ON THE TRAVEL EXPENDITURES FOR COMPANIONS. THE POLICY STATES THAT TRAVEL EXPENSES FOR THE SPOUSE OF A UNIVERSITY AT BUFFALO OR UNIVERSITY AT BUFFALO FOUNDATION, INC. (INCLUDING UB FOUNDATION ACTIVITIES, INC.) OFFICIAL IS GENERALLY NOT REIMBURSABLE UNLESS THE SPOUSE'S PRESENCE IS GERMANE TO THE BUSINESS PURPOSE OF THE EVENT THAT BROUGHT ABOUT THE TRAVEL. THE ABOVE POLICY PROVIDES GUIDANCE ON MEALS AND ENTERTAINMENT AND STATES THAT SUCH EXPENDITURES ARE PERMITTED WHEN CLEARLY RELATED TO ADVANCING THE INTERESTS OF THE UNIVERSITY AT BUFFALO OR UNIVERSITY AT BUFFALO FOUNDATION, INC. (INCLUDING UB FOUNDATION ACTIVITIES, INC.) SPECIFICALLY UB FOUNDATION ACTIVITIES, INC. PAYS DUES FOR THE EXECUTIVE DIRECTOR AND UNIVERSITY PRESIDENT TO A LOCAL BUSINESS/SOCIAL CLUB. THE CLUB IS USED ENTIRELY TO CONDUCT BUSINESS OF THE UNIVERSITY AT BUFFALO OR UNIVERSITY AT BUFFALO FOUNDATION, INC. AND AFFILIATES (INCLUDING UB FOUNDATION ACTIVITIES, INC.) |
| COMPENSATION | PART II | THE INDIVIDUALS LISTED AS "HIGHEST COMPENSATED EMPLOYEES" ARE PAID BY UB FOUNDATION ACTIVITIES, INC. AND THE TAXABLE COMPENSATION FOR EACH IS REPORTED ON FORM W-2. UB FOUNDATION ACTIVITIES, INC. HAS REPORTED ITS HIGHEST COMPENSATED EMPLOYEES IN WHICH THEY HAVE DIRECTION AND CONTROL. IN ADDITION, UB FOUNDATION ACTIVITIES, INC. HAS REPORTED THE UNIVERSITY AT BUFFALO'S TOP 5 HIGHEST COMPENSATED EMPLOYEES IN WHICH DIRECTION AND CONTROL IS MAINTAINED BY THE UNIVERSITY AT BUFFALO. AS SUCH, THESE INDIVIDUALS DO NOT MEET THE COMMON LAW RULE OF THE EMPLOYER/EMPLOYEE RELATIONSHIP BETWEEN UB FOUNDATION ACTIVITIES, INC. AND THE "HIGHEST COMPENSATED EMPLOYEES." |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TOTAL NUMBER OF INDIVIDUALS EMPLOYED | FORM 990, PART I, LINE 5 | THE NUMBER OF W-2S REPORTED IN PART I, LINE 5 REPRESENT THE NUMBER OF EMPLOYEES IN WHICH UB FOUNDATION ACTIVITIES, INC. HAS DIRECTION AND CONTROL. THE MAJORITY OF THE W-2S ISSUED BY THE UB FOUNDATION ACTIVITIES, INC. ARE FOR INDIVIDUALS WHO UB FOUNDATION ACTIVITIES, INC. DOES NOT HAVE DIRECTION AND CONTROL. DIRECTION AND CONTROL IS MAINTAINED BY THE UNIVERSITY AT BUFFALO AND AS SUCH THESE INDIVIDUALS DO NOT MEET THE COMMON LAW RULE OF THE EMPLOYER/EMPLOYEE RELATIONSHIP BETWEEN UB FOUNDATION ACTIVITIES, INC. AND THE INDIVIDUALS. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B | AFTER THE FORM 990 HAS BEEN PREPARED AND COMPLETED INTERNALLY IT IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT. AN EXTERNAL REVIEW OF THE FORM 990 IS THEN PERFORMED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS (KPMG). THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED THE REVIEW PROCESS TO THE AUDIT COMMITTEE OF THE UNIVERSITY AT BUFFALO FOUNDATION, INC., AN AFFILIATED ENTITY. THE FORM 990 IS DISCUSSED AT A MEETING OF THE AUDIT COMMITTEE PRIOR TO FILING THE RETURN. UPON COMPLETION OF THEIR REVIEW, IT IS PROVIDED TO THE FULL BOARD OF DIRECTORS, ALSO PRIOR TO THE FILING OF THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS | FORM 990, PART VI, LINE 12C | ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. ALL DIRECTORS AND OFFICERS ARE ALSO REQUIRED TO PROVIDE ANY UPDATED INFORMATION ON POTENTIAL CONFLICTS THAT ARISE PRIOR TO THE COMPLETION OF THE DISCLOSURE STATEMENT. ALL DISCLOSURE STATEMENTS ARE REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND LEGAL COUNSEL. ALL SITUATIONS THAT ARE DEEMED TO REPRESENT A CONFLICT AS DESCRIBED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ARE REPORTED TO THE BOARD CHAIR. THE CONFLICTED INDIVIDUAL MUST RECUSE HIMSELF OR HERSELF DURING THE DISCUSSION OF AND VOTING ON AN ACTION THAT INVOLVES THE IDENTIFIED CONFLICT. |
| COMPENSATION POLICY | FORM 990, PART VI, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF UB FOUNDATION ACTIVITIES, INC.'S TOP MANAGEMENT AND KEY EMPLOYEES MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION PROVISIONS UNDER TREAS. REG. 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY UB FOUNDATION ACTIVITIES, INC.'S FINANCE COMMITTEE WHO IS INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. IN ADDITION, THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED IN ADVANCE BY THE PRESIDENT OF THE UNIVERSITY AT BUFFALO AND CHAIR OF THE BOARD OF THE UNIVERSITY AT BUFFALO FOUNDATION, INC. FOR TOP MANAGEMENT AND KEY EMPLOYEES, EXCEPT THE EXECUTIVE DIRECTOR, COMPARABILITY DATA WAS RELIED UPON IN DETERMINING COMPENSATION LEVEL. THE COMPARABILITY DATA INCLUDED AN ANNUAL STUDY FROM A NATIONAL EMPLOYMENT FIRM, AN ANNUAL SURVEY FROM A LOCAL ACCOUNTING FIRM, AND REVIEW OF PUBLIC DOCUMENTS OF SIMILARLY-SIZED ORGANIZATION. THE FINANCE COMMITTEE, PRESIDENT, AND BOARD CHAIR ADEQUATELY AND TIMELY DOCUMENTED THE BASIS FOR SETTING THE COMPENSATION CONCURRENTLY WITH MAKING THE DETERMINATION. |
| OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE | FORM 990, PART VI, LINE 19 | THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THE FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG. |
| COMPENSATION OF HIGHEST COMPENSATED EMPLOYEES | FORM 990, PART VII, SECTION A | THE INDIVIDUALS LISTED AS "HIGHEST COMPENSATED EMPLOYEES" ARE PAID BY UB FOUNDATION ACTIVITIES, INC. AND THE TAXABLE COMPENSATION FOR EACH IS REPORTED ON FORM W-2. UB FOUNDATION ACTIVITIES, INC. HAS REPORTED ITS HIGHEST COMPENSATED EMPLOYEES IN WHICH THEY HAVE DIRECTION AND CONTROL. IN ADDITION, UB FOUNDATION ACTIVITIES, INC. HAS REPORTED THE UNIVERSITY AT BUFFALO'S TOP 5 HIGHEST COMPENSATED EMPLOYEES IN FORM 990, PART VII IN WHICH DIRECTION AND CONTROL IS MAINTAINED BY THE UNIVERSITY AT BUFFALO. AS SUCH, THESE INDIVIDUALS DO NOT MEET THE COMMON LAW RULE OF THE EMPLOYER/EMPLOYEE RELATIONSHIP BETWEEN UB FOUNDATION ACTIVITIES, INC. AND THE "HIGHEST COMPENSATED EMPLOYEES." |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBFA LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 900 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FACIL. PROJ. | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UB FDN ACTIV | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY AT BUFFALO FOUNDATION | ||||||||||
| BOX 900 | BUFFALO | NY | 14226 | 160865182 | EDUCATION SVC | NY | 501(C)(3) | 7 | NA | false |
| UB FOUNDATION SERVICES INC | ||||||||||
| BOX 900 | BUFFALO | NY | 14226 | 161331699 | EDUCATION SVC | NY | 501(C)(3) | 11B | NA | false |
| UNIVERSITY AT BUFFALO | ||||||||||
| CROFTS HALL | BUFFALO | NY | 14226 | 146013200 | EDUCATION | NY | 501(C)(3) | 6 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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