SAINT LEO UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LEO UNIVERSITY INC (EIN 59-1237047)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201300469349300505
- Schema version
- 2011v1.5
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T07:14:40-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South Orange Avenue Suite 2050 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591237047 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Leo University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEANNE PLECENIK | InCareOfName |
| Name Control | SAIN | NameControl |
| Phone | 3525888215 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33701 State Road 52 | AddressLine1 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 335746665 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeanne Plecenik | Name |
| Title | Chief Financial Officer | Title |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dawn M Olivardia | Name |
| Phone | 4074815100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Arthur F Kirk Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33701 State Road 52 | AddressLine1 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 335746665 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 185539865 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.saintleo.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | SAINT LEO UNIVERSITY IS A CATHOLIC, LIBERAL ARTS-BASED UNIVERSITY SERVING PEOPLE OF ALL FAITHS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2828 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 11576 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -67 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3509264 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2962205 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 144881456 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 157053035 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 898233 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2342670 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2508990 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2574514 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 151797943 | TotalRevenuePriorYear |
| Total Revenue Current Year | 164932424 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13475794 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16253201 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 63532858 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 74477240 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2415968 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 52111585 | OtherExpensePriorYear |
| Other Expenses Current Year | 52199090 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 129120237 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142929531 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22677706 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22002893 | RevenuesLessExpensesCY |
| Total Assets BOY | 151849882 | TotalAssetsBOY |
| Total Assets EOY | 204209515 | TotalAssetsEOY |
| Total Liabilities BOY | 44475188 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 75722758 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 107374694 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 128486757 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SAINT LEO UNIVERSITY IS A CATHOLIC, LIBERAL ARTS-BASED UNIVERSITY SERVING PEOPLE OF ALL FAITHS. ROOTED IN THE 1,500-YEAR-OLD BENEDICTINE TRADITION, THE UNIVERSITY SEEKS BALANCED GROWTH IN MIND, BODY AND SPIRIT FOR ALL MEMBERS OF ITS COMMUNITY. ON ITS HOME CAMPUS AND MANY EXTENSION CENTERS, SAINT LEO UNIVERSITY OFFERS A PRACTICAL, EFFECTIVE MODEL FOR LIFE AND LEADERSHIP IN A CHALLENGED WORLD, A MODEL BASED ON STEADFAST, MORAL CONSCIOUSNESS THAT RECOGNIZES THE DIGNITY, VALUE AND GIFTS OF ALL PEOPLE. TO ACCOMPLISH ITS MISSION, THE UNIVERSITY COMMUNITY CREATES A STUDENT-CENTERED ENVIRONMENT IN WHICH LOVE OF LEARNING IS OF PRIME IMPORTANCE. MEMBERS OF THE COMMUNITY ARE EXPECTED TO EXAMINE AND EXPRESS THEIR OWN VALUES, LISTEN RESPECTFULLY TO AND RESPOND TO THE OPINIONS OF OTHERS, SERVE THE COMMUNITY IN WHICH THEY LIVE, WELCOME OTHERS INTO THEIR LIVES AND CARE FOR ALL OF GOD'S CREATIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 611430 | ActivityCode |
| Expense | 105100815 | Expense |
| Grants | 16253201 | Grants |
| Revenue | 144508961 | Revenue |
| Description | SAINT LEO UNIVERSITY PROVIDES A CONVENTIONAL ON-CAMPUS COLLEGE EDUCATION AS WELL AS EXTENSION PROGRAMS INCLUDING MILITARY EDUCATION AND OTHER CONTINUING EDUCATION COURSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 611710 | ActivityCode |
| Expense | 13426886 | Expense |
| Revenue | 12544074 | Revenue |
| Description | AUXILIARY ENTERPRISES OF THE UNIVERSITY PROVIDE CERTAIN CUSTOMARY SERVICES SUCH AS HOUSING, FOOD SERVICE, AND VARIOUS STUDENT ACTIVITIES FOR THE BENEFIT OF THE STUDENTS OF THE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 118527701 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | 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 | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 31503 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2828 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | 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 | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEANNE PLECENIK | NamePerson |
| Telephone Number | 3525888215 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6665 | AddressLine1 |
| City | SAINT LEO | City |
| State | FL | State |
| ZIP Code | 33574 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SR ROBERTA BAILEY OSB | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| JOHN BERMINGHAM | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| NOEL BOEKE | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ANTHONY BORRELL | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| CYNTHIA BRANNEN | |||||||
| CURRENT TRUSTEE/VICE CHAIR | 4.0 | X | X | ||||
| ROBERT BUCKNER | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ROBERT CABOT | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| FATHER ISAAC CAMACHO OSB | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ANTHONY GERBINO | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| GLEN GREENFELDER | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| DENNIS HAYES | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| VIRGINIA JUDGE | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| THAMIR AR KADDOURI JR | |||||||
| CURRENT TRUSTEE/SECRETARY | 4.0 | X | X | ||||
| EDWARD KOBEL | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| PAUL LEHNER | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| WILLIAM J LENNOX JR | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| TERRENCE LINNERT | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| MICHAEL LOMBARDY | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ADELFA LOPEZ-COYLE | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| NADEEM MAZHAR | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| SHEILA MCDEVITT | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ALFREDO MOLINA | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ROBERT F MORRIS MSGR | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| DENNIS MULLEN | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| MARVIN MULLIGAN | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| MARY O'KEEFE | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| ROBERT PADALA | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| MARY PALAZZO | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| PETER POWERS | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| BRIAN QUINN | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| THOMAS SCHRADER | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| KATHRYN SIMPSON | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| DONALD TAPIA | |||||||
| CURRENT TRUSTEE/CHAIRMAN | 4.0 | X | X | ||||
| SCOTT TONN | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| JOHN VIEW | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| JACQUELYN WHITE | |||||||
| CURRENT TRUSTEE | 4.0 | X | |||||
| Arthur F Kirk | |||||||
| President | 60.0 | X | 606812 | 0 | 42582 | ||
| FRANCES MEZZANINI | |||||||
| CFO | 60.0 | X | 232511 | 0 | 24099 | ||
| EDWARD DADEZ | |||||||
| VP | 60.0 | 242097 | 0 | 26326 | X | ||
| KATHRYN MCFARLAND | |||||||
| VP | 60.0 | 220087 | 0 | 21558 | X | ||
| DAVID OSTRANDER | |||||||
| VP | 60.0 | 219356 | 0 | 23988 | X | ||
| MARIBETH DURST | |||||||
| VP | 60.0 | 217319 | 0 | 22790 | X | ||
| MICHAEL NASTANSKI | |||||||
| DEAN | 60.0 | 188397 | 0 | 24654 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1926579 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 185997 | TotalOtherCompensation |
| Number Individuals GT100 K | 58 | 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 |
|---|---|---|---|---|---|
| CREATIVE CONTRACTORS INC | |||||
| 620 DREW ST | CLEARWATER | FL | 33775 | CONTRACTOR | 19391295 |
| CORESLAB STRUCTURES | |||||
| 6301 N 56th ST | TAMPA | FL | 33610 | CONTRACTOR | 2760757 |
| EXTENSYS INC | |||||
| 2252 SERENITY | PALM HARBOR | FL | 34683 | CONTRACTOR | 2162937 |
| ELLIANCE INC | |||||
| 600 RIVER AVE 201 | PITTSBURGH | PA | 15212 | CONTRACTOR | 1857564 |
| SODEXHO | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | Plant maintenance | 2358434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Fundraising Events | 113443 | FundraisingEvents |
| Government Grants | 1159062 | GovernmentGrants |
| All Other Contributions | 1689700 | AllOtherContributions |
| Noncash Contributions | 555100 | NoncashContributions |
| Total Contributions | 2962205 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611430 | 144508961 | 144508961 |
| SALE OF AUXILIARY ENTERPRISES | 611710 | 12544074 | 12544074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 157053035 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 413412 | TotalRevenueColumn |
| Exclusion | $413,412 | 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 | 69914 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 57908 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12006 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12006 | TotalRevenueColumn |
| Unrelated Business Revenue | -67 | UnrelatedBusinessRevenue |
| Exclusion | $12,073 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22281612 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20352354 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1929258 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1929258 | TotalRevenueColumn |
| Exclusion | $1,929,258 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 42532 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 113443 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 197179 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -154647 | TotalRevenueColumn |
| Exclusion | -$154,647 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| POOL MEMBERSHIP | 713940 | 11643 | 11643 | ||
| ALL OTHER REVENUES | 900099 | 2705512 | 1739054 | $966,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2717155 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 164932424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 158792089 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11576 | UnrelatedBusinessRevenue |
| Exclusion | $3,166,554 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16253201 | Total |
| Program Services | 16253201 | 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 | 870079 | Total |
| Management And General | 870079 | 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 | 59479220 | Total |
| Program Services | 50693615 | ProgramServices |
| Management And General | 7413573 | ManagementAndGeneral |
| Fundraising | 1372032 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2185070 | Total |
| Program Services | 1862316 | ProgramServices |
| Management And General | 272350 | ManagementAndGeneral |
| Fundraising | 50404 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6813582 | Total |
| Program Services | 5162266 | ProgramServices |
| Management And General | 1405983 | ManagementAndGeneral |
| Fundraising | 245333 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5129289 | Total |
| Program Services | 4378851 | ProgramServices |
| Management And General | 642229 | ManagementAndGeneral |
| Fundraising | 108209 | Fundraising |
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 | 109741 | Total |
| Management And General | 109741 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238768 | Total |
| Management And General | 238768 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 137015 | Total |
| Management And General | 137015 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17291914 | Total |
| Program Services | 15103776 | ProgramServices |
| Management And General | 1999770 | ManagementAndGeneral |
| Fundraising | 188368 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3029011 | Total |
| Program Services | 2997398 | ProgramServices |
| Management And General | 18219 | ManagementAndGeneral |
| Fundraising | 13394 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6257337 | Total |
| Program Services | 4962852 | ProgramServices |
| Management And General | 1111187 | ManagementAndGeneral |
| Fundraising | 183298 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2152708 | Total |
| Program Services | 768396 | ProgramServices |
| Management And General | 1363417 | ManagementAndGeneral |
| Fundraising | 20895 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2026549 | Total |
| Program Services | 1832232 | ProgramServices |
| Management And General | 178299 | ManagementAndGeneral |
| Fundraising | 16018 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1788873 | Total |
| Program Services | 1334616 | ProgramServices |
| Management And General | 394299 | ManagementAndGeneral |
| Fundraising | 59958 | 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 | 437075 | Total |
| Program Services | 350609 | ProgramServices |
| Management And General | 78057 | ManagementAndGeneral |
| Fundraising | 8409 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918293 | Total |
| Management And General | 918293 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4929607 | Total |
| Program Services | 4654075 | ProgramServices |
| Management And General | 275532 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967629 | Total |
| Management And General | 1967629 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ENTERTAINMENT | 985155 | 825562 | 106716 | 52877 |
| CREDIT CARD FEES | 695846 | 551991 | 139245 | 4610 |
| EDUCATIONAL MATERIAL | 1269087 | 1269087 | ||
| DUES/SUBSCRIPTIONS | 573694 | 174025 | 374293 | 25376 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7390788 | Total |
| Program Services | 5352833 | ProgramServices |
| Management And General | 1971168 | ManagementAndGeneral |
| Fundraising | 66787 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142929531 | Total |
| Program Services | 118527701 | ProgramServices |
| Management And General | 21985862 | ManagementAndGeneral |
| Fundraising | 2415968 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14458709 | BOY |
| EOY | 29621680 | 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 | 5607230 | BOY |
| EOY | 4932866 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5121945 | BOY |
| EOY | 5833389 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339400 | BOY |
| EOY | 318400 | 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 | 497940 | BOY |
| EOY | 430855 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105785 | BOY |
| EOY | 113597 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1867458 | BOY |
| EOY | 1880111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 168360432 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45495033 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87650341 | BOY |
| EOY | 122865399 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31087740 | BOY |
| EOY | 31787071 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3134928 | BOY |
| EOY | 2902631 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425400 | BOY |
| EOY | 405000 | 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 | 1553006 | BOY |
| EOY | 3118516 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151849882 | BOY |
| EOY | 204209515 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11098223 | BOY |
| EOY | 15896250 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1626919 | BOY |
| EOY | 1346205 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475919 | BOY |
| EOY | 392587 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31150610 | BOY |
| EOY | 57983669 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123517 | BOY |
| EOY | 104047 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44475188 | BOY |
| EOY | 75722758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89569106 | BOY |
| EOY | 109508160 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10688559 | BOY |
| EOY | 11537479 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7117029 | BOY |
| EOY | 7441118 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107374694 | BOY |
| EOY | 128486757 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151849882 | BOY |
| EOY | 204209515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22002893 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -890830 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 555100 | RevenuesIncluded |
| Assets In Part X | 913059 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25852008 | BeginningOfYearBalance |
| Contributions | 5234488 | Contributions |
| Investment Earnings Or Losses | 728794 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 195513 | GrantsOrScholarships |
| End Of Year Balance | 31619777 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5476661 | BeginningOfYearBalance |
| Contributions | 20266968 | Contributions |
| Investment Earnings Or Losses | 251023 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 142644 | GrantsOrScholarships |
| End Of Year Balance | 25852008 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5217908 | BeginningOfYearBalance |
| Contributions | 176951 | Contributions |
| Investment Earnings Or Losses | 272511 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 190709 | GrantsOrScholarships |
| End Of Year Balance | 5476661 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5102435 | BeginningOfYearBalance |
| Contributions | 51737 | Contributions |
| Investment Earnings Or Losses | 255122 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 191386 | GrantsOrScholarships |
| End Of Year Balance | 5217908 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.80000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2303379 | OtherCostOrOtherBasis |
| Book Value | 2303379 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70842906 | OtherCostOrOtherBasis |
| Depreciation | 15695601 | Depreciation |
| Book Value | 55147305 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 523938 | OtherCostOrOtherBasis |
| Book Value | 523938 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29778801 | OtherCostOrOtherBasis |
| Depreciation | 16322182 | Depreciation |
| Book Value | 13456619 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64911408 | OtherCostOrOtherBasis |
| Depreciation | 13477250 | Depreciation |
| Book Value | 51434158 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 122865399 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS HELD FOR OTHERS | Description |
| Amount | $104,047 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 104047 | TotalOfAmounts |
| Total Revenue | 164932424 | TotalRevenue |
| Total Expenses | 142929531 | TotalExpenses |
| Excess Or Deficit For Year | 22002893 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1259372 | NetUnrealizedGLOnInvestments |
| Other | $368,542 | OtherAmount |
| Total Adjustments | -890830 | TotalAdjustments |
| Excess Or Deficit Per FS | 21112063 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 150815180 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 656231 | OtherRevenues |
| Revenue Not Rptd F990 | 656231 | RevenueNotRptdF990 |
| Revenue Subtotal | 150158949 | RevenueSubtotal |
| Other Revenues Not Included | 14773475 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14773475 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 164932424 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 128411143 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 255087 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 255087 | ExpensesNotRptdF990 |
| Expenses Subtotal | 128156056 | ExpensesSubtotal |
| Other Expenses Not Included | 14773475 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14773475 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 142929531 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D, PART III | FINE ART WORK | ART WORK: The majority of the art work are prints by Yankel Ginzburg. The art work is exhibited throughout the campus buildings. |
| SCHEDULE D, PART V | ENDOWMENT FUNDS | The majority of the Endowment is for the purpose of providing scholarships. Other endowments are for items such as library materials and service trips. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) AUDITED FINANCIAL STATEMENT FOOTNOTE | FASB ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE UNIVERSITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT COULD RESULT IN MATERIAL IMPACT TO THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE | PER RETURN: RENTAL EXPENSE 57,908 FUNDRAISING EXPENSE 197,179 CHANGE IN INTEREST RATE EXCHANGE 401,144 ---------- OTHER 656,231 |
| SCHEDULE D, PART XII, LINE 4B | UNIVERSITY FUNDED SCHOLARSHIP ALLOWANCE 14,773,475 | |
| SCHEDULE D, PART XIII, LINE 2D | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENT WITH EXPENSES | PER RETURN: RENTAL EXPENSE 57,908 FUNDRAISING EXPENSE 197,179 ---------- TOTAL 255,087 |
| SCHEDULE D, PART XIII, LINE 4B | UNIVERSITY FUNDED SCHOLARSHIP ALLOWANCE 14,773,475 | |
| SCHEDULE D, PART XI, LINE 8 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -32,602 CHANGE IN INTEREST EXCHANGE AGREEMENT 401,144 ---------- TOTAL OTHER CHANGES IN FUND BALANCE 368,542 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE E, PART I, LINE 3 | Yes, the nondiscriminatory policy ads run in September in newspapers in every University location. |
| SCHEDULE E, PART I, LINE 6A | THE COLLEGE PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS, WHICH ARE LISTED BELOW. THESE PROGRAMS ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. STUDENT FINANCIAL ASSISTANCE U.S. DEPARTMENT OF EDUCATION: FEDERAL PELL GRANT PROGRAM FEDERAL WORK STUDY PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS FEDERAL DIRECT STUDENT LOAN PROGRAM FEDERAL PERKINS LOAN PROGRAM ACADEMIC COMPETITIVENESS GRANT NATIONAL SCIENCE & MATHEMATICS ACCESS TO RETAIN TALENT GRANT BYRD HONORS SCHOLARSHIP STATE FINANCIAL ASSISTANCE FLORIDA DEPARTMENT OF EDUCATION AND COMMISSIONER OF EDUCATION: FLORIDA RESIDENT ACCESS GRANT FLORIDA STUDENT ASSISTANCE GRANT FLORIDA BRIGHT FUTURES SCHOLARSHIP PROGRAM SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF DECEASED OR DISABLED VETERANS AND SERVICE MEMBERS MINORITY TEACHER SCHOLARSHIP PROGRAM FLORIDA COMMISSIONER OF EDUCATION |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SOS Golf | NameOfEvent1 |
| Gross Receipts Event1 | 43125 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 35430 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7695 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8944 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Alumni Events | NameOfEvent2 |
| Gross Receipts Event2 | 31861 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11410 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20451 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 22062 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 18775 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 36186 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 80989 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 66603 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14386 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 111212 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 155975 | GrossReceiptsTotal |
| Charitable Contributions Total | 113443 | CharitableContributionsTotal |
| Gross Revenue Total Events | 42532 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 22062 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 18775 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 156342 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 197179 | DirectExpenseSummaryEvents |
| Net Income Summary | -154647 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Annual Scholarships | 27 | 39500 | ||
| Athletic Scholarships | 244 | 2058716 | ||
| Endowment Scholarships | 110 | 256786 | ||
| Institutional Merit Scholarships | 1917 | 10353399 | ||
| Institutional Need Based Scholarships | 454 | 1358300 | ||
| Other Educ Shlshp - Inc Employee Tuition Remission | 599 | 1401328 | Employee Frng Bnft |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| Explanation | Individuals requesting any form of financial aid must complete personal financial statements and if they are dependents, they must also provide parental or guardian financial information. Only individuals who are enrolled in the school at the time of disbursements are considered for financial aid. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arthur F Kirk | |||||||||||||
| 327232 | 0 | 210539 | 0 | 69041 | 0 | 22050 | 0 | 20532 | 0 | 649394 | 0 | 0 | 0 |
| FRANCES MEZZANINI | |||||||||||||
| 148189 | 0 | 68860 | 0 | 15462 | 0 | 15493 | 0 | 8606 | 0 | 256610 | 0 | 0 | 0 |
| EDWARD DADEZ | |||||||||||||
| 165125 | 0 | 60112 | 0 | 16860 | 0 | 15493 | 0 | 10833 | 0 | 268423 | 0 | 0 | 0 |
| KATHRYN MCFARLAND | |||||||||||||
| 138674 | 0 | 63266 | 0 | 18147 | 0 | 11994 | 0 | 9564 | 0 | 241645 | 0 | 0 | 0 |
| DAVID OSTRANDER | |||||||||||||
| 175237 | 0 | 44119 | 0 | 0 | 0 | 15001 | 0 | 8987 | 0 | 243344 | 0 | 0 | 0 |
| MARIBETH DURST | |||||||||||||
| 150629 | 0 | 50190 | 0 | 16500 | 0 | 15057 | 0 | 7733 | 0 | 240109 | 0 | 0 | 0 |
| MICHAEL NASTANSKI | |||||||||||||
| 156297 | 0 | 15000 | 0 | 17100 | 0 | 14665 | 0 | 9989 | 0 | 213051 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE J, PART I, LINE 1B | DR. ARTHUR KIRK HAS THE FOLLOWING TAXABLE ALLOWANCES: | LIFE, DISABILITY LT CARE INSURANCE 3,232 HOUSING ALLOWANCE 30,000 AUTOMOBILE ALLOWANCE 9,750 SOCIAL CLUB DUES 7,131 DISCRETIONARY SPENDING ACCOUNT 2,428 |
| THE HOUSE ALLOWANCE IS FOR KEEPING DR. KIRK'S HOUSE OPEN FOR UNIVERSITY | FUNCTIONS. | |
| EDWARD DADEZ HAS THE FOLLOWING TAXABLE ALLOWANCES: | LOANS - FORGONE INTEREST OR DEBT FORGIVENESS 8,748 | |
| KATHRYN MCFARLAND HAS THE FOLLOWING TAXABLE ALLOWANCES: | MOVING EXPENSES 1,647 | |
| MICHAEL NASTANSKI HAS THE FOLLOWING TAXABLE ALLOWANCES: | SOCIAL CLUB DUES 600 | |
| SCHEDULE J, LINE 3 | OFFICES AND POSITIONS FOR WHICH PROCESS WAS USED, AND YEAR PROCESS WAS BEGUN THE UNIVERSITY HIRES AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION PACKAGE BASED OFF OF INDUSTRY, TRENDS, ETC. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHAT THE PRESIDENT'S COMPENSATION WILL BE AFTER REVIEWING THE CONSULTANT'S WORK AND RECOMMENDATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| Higher Educational Facilities Financing Authority | ||||||
| 900058227 | 2006-09-29 | 10000000 | Student Residential Buildings | false | false | true |
| Higher Educational Facilities Financing Authority | ||||||
| 942567020 | 2009-12-31 | 21450000 | See Part VI | false | false | true |
| Higher Educational Facilities Financing Authority | ||||||
| 942567020 | 2010-05-16 | 22000000 | Educational Facilities | false | false | true |
| Higher Educational Facilities Financing Authority | ||||||
| 942567020 | 2010-12-01 | 8000000 | Educational Facilities | false | false | true |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 10000000 | 0 | 0 | 0 | 50000 | 0 | 0 | 9950000 | 0 | 0 | 2007 | false | false | true | true |
| 0 | 0 | 21450000 | 0 | 0 | 0 | 203151 | 0 | 0 | 21246849 | 0 | 0 | 2009 | false | false | true | true |
| 0 | 0 | 22000000 | 0 | 0 | 0 | 216078 | 0 | 0 | 21783922 | 0 | 0 | 2011 | false | false | true | true |
| 0 | 0 | 8000000 | 0 | 0 | 0 | 95300 | 0 | 0 | 7904700 | 0 | 0 | 2012 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| true | true | false | false | 0 | false | true |
| 0 | ||||||
| true | true | false | false | 0 | false | true |
| 0 | ||||||
| true | true | false | false | 0 | false | true |
| 0 | ||||||
| true | true | false | false | 0 | false | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | See Schedule O | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dr Edward W Dadez | NamePerson |
| Purpose Of Loan | (SEE SCH L, PART V) | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $68,000 | OriginalPrincipalAmount |
| Balance Due | 47600 | BalanceDue |
| Default | false | Default |
| Approved By Board | false | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 47600 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L | Identifier |
| Return Reference | TRANSACTIONS WITH INTERESTED PERSONS | ReturnReference |
| Explanation | DR. ARTHUR F. KIRK, JR. - PRESIDENT THE PURPOSE OF THE SECURED BENEFIT PLAN IS TO ATTRACT AND RETAIN QUALIFIED EMPLOYEES BY SHARING OWNERSHIP OF AN INSURANCE POLICY ON THE ELIGIBLE INDIVIDUAL'S LIFE PAID FOR BY THE EMPLOYER. DR. KIRK IS THE FIRST OWNER OF THE POLICY AND SAINT LEO UNIVERSITY IS THE SECOND OWNER. AT THE TERMINATION OF THE POLICY OR PAYMENT OF DEATH BENEFITS THE UNIVERSITY RECOVERS ALL ITS COST IN THE LIFE INSURANCE POLICY. SCHEDULE L, PART II LOANS TO INTERESTED PERSONS DR. EDWARD W. DADEZ - VP STUDENT SERVICES THE LOAN TO DR. DADEZ IS AN AGREEMENT THAT SAINT LEO UNIVERSITY ENTERED SO THAT THEY WERE ABLE TO RETAIN HIS SPECIALTY AND KNOWLEDGE DEALING WITH OUR MILITARY AND CIVILIAN CENTERS. THE LOAN HAS A REPAYMENT PROVISION THAT PROTECTS SAINT LEO'S INTERESTS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 555100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, COLUMN B | Identifier |
| Explanation | THE NUMBERS REFLECT THE NUMBER OF CONTRIBUTIONS. IN SOME CASES, THERE WERE MULTIPLE ITEMS IN ONE CONTRIBUTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART VI, LINE 11B | Description of PROCESS USED TO REVIEW Form 990 | THE BOARD WILL RECEIVE A "FINALIZED" DRAFT COPY OF THE 990 AHEAD OF THE FEBRUARY BOARD MEETINGS. DURING THE BOARD MEETING THE MANAGEMENT TEAM WILL BRIEFLY DISCUSS AND DESCRIBE THE 990 AND WILL TAKE COMMENTS AND QUESTIONS RELATED TO THE DRAFT. |
| FORM 990, PART VI, LINE 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | UNIVERSITY MEMBERS SHALL AVOID FAVORITISM AND ANY POTENTIAL CONFLICT OF INTEREST OR APPEARANCE OF A CONFLICT OF INTEREST THROUGH THE FOLLOWING REQUIREMENTS: A. TRUSTEES DUTIES: ELEMENTS OF A CONFLICT. A TRUSTEE HAS A CONFLICT OF INTEREST WHENEVER THE TRUSTEE OR A FAMILY MEMBER OR A BUSINESS ASSOCIATED WITH A TRUSTEE OR A FAMILY MEMBER (INSOFAR AS MAY BE KNOWN TO THE TRUSTEE) HAS AN EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST IN A MATTER PENDING BEFORE THE BOARD OF TRUSTEES THAT MIGHT REASONABLY BE EXPECTED TO IMPAIR THE TRUSTEE'S INDEPENDENCE OF JUDGMENT OR OBJECTIVITY IN THE DISCHARGE OF GOVERNANCE RESPONSIBILITIES. "BUSINESS ASSOCIATES WITH A TRUSTEE" MEANS AN ORGANIZATION, CORPORATION, PARTNERSHIP, PROPRIETORSHIP OR OTHER BUSINESS ENTITY WITH RESPECT TO WHICH EITHER THE TRUSTEE OR (INSOFAR AS MAY BE KNOWN TO THE TRUSTEE) A MEMBER OF THE TRUSTEE'S FAMILY: A) RECEIVES COMPENSATION IN EXCESS OF $500 IN ANY MONTH OR HAS ANY CONTRACTUAL RIGHT TO FUTURE INCOME IN EXCESS OF $6,000 PER YEAR EXCLUDING COMPENSATION FROM THE UNIVERSITY, ANY GOVERNMENTAL SOURCE, INVESTMENT OR SAVINGS INCOME, RETIREMENT OR INSURANCE BENEFITS OR ALIMONY; B) SERVES AS AN OFFICER, DIRECTOR, PARTNER, OR EMPLOYEE; C) HOLDS A FINANCIAL INTEREST VALUED IN EXCESS OF $10,000. B. BOARD RECUSAL: IMPLICATIONS OF RECUSAL. CONFLICT OF INTEREST COMES IN MANY FORMS AND CANNOT BE AVOIDED ENTIRELY. RECUSAL ON A PARTICULAR MATTER BECAUSE OF A CONFLICT DOES NOT REFLECT ADVERSELY ON THE INVOLVED TRUSTEE. RATHER, IT IS SIMPLY RECOGNITION THAT, IN A COMPLEX AND INTERCONNECTED SOCIETY, CONFLICTS WILL OCCUR. WHEN THIS HAPPENS, RECUSAL IS NECESSARY TO ASSURE THAT A TRUSTEE'S INDEPENDENCE OF JUDGMENT IS NOT COMPROMISED, THAT THE PUBLIC'S CONFIDENCE IN THE INTEGRITY OF THE BOARD OF TRUSTEES IS PRESERVED, AND THAT THE UNIVERSITY'S PUBLIC MISSION IS PROTECTED. C. CONFLICT OF INTEREST AND RECUSAL PROCEDURES: REVIEW OF PROCEDURES: THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF THE UNIVERSITY COUNSEL, SHALL REVIEW ANNUALLY AT A BOARD MEETING THE REQUIREMENTS AND PROCEDURES PROVIDED IN THIS POLICY. EACH TRUSTEE SHALL SIGN A RECEIPT INDICATING THE DATE THE CODE WAS RECEIVED AND ACKNOWLEDGING THAT THEY ARE RESPONSIBLE FOR READING THE CODE AND IS BOUND BY IT. TRUSTEES CAN SEEK CLARIFICATION OF THE CODE'S PROVISIONS FROM THE UNIVERSITY COMPLIANCE OFFICER. RECUSAL: A TRUSTEE MUST SELF RECUSE FROM A MATTER IF THE TRUSTEE HAS: A) ANY FINANCIAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE TRUSTEE'S PUBLIC DUTIES, OR B) ANY PERSONAL INTEREST, DIRECT OR INDIRECT, THAT IS INCOMPATIBLE WITH THE DISCHARGE OF THE TRUSTEE'S PUBLIC DUTIES. D. UNIVERSITY MEMBERS EXPECTED BEHAVIOR: NO EMPLOYEE SHALL HAVE ANY INTEREST, FINANCIAL OR OTHERWISE, DIRECT OR INDIRECT, OR ENGAGE IN ANY BUSINESS TRANSACTION OR PROFESSIONAL ACTIVITY, THAT IS IN SUBSTANTIAL CONFLICT WITH THE PROPER DISCHARGE OF THE EMPLOYEE'S DUTIES. E. ADDITIONAL OBLIGATIONS: TRUSTEE AND SENIOR ADMINISTRATIVE PERSONNEL HAVE A DUTY TO THE UNIVERSITY TO ALWAYS ACT IN GOOD FAITH, WITH THE CARE AN ORDINARY PRUDENT PERSON IN A LIKE POSITION WOULD EXERCISE UNDER SIMILAR CIRCUMSTANCES, AND IN A MANNER REASONABLY BELIEVED TO BE IN THE BEST INTERESTS OF THE UNIVERSITY. PERSONS OCCUPYING THESE POSITIONS OF TRUST SHALL COMPLETE AND SUBMIT, ON AT LEAST AN ANNUAL BASIS, A CONFLICT OF INTEREST DISCLOSURE FORM ("FORM"). THE FORM SHALL BE AMENDED FOR FREQUENTLY, AS NEEDED, WHENEVER THERE IS A MATERIAL CHANGE IN THE CIRCUMSTANCES OF THE REPORTING PERSON THAT WOULD MAKE THE FORM THEN ON FILE MATERIALLY FALSE OR MISLEADING. IN ADDITION, ALL TRUSTEES MUST AGREE AND SIGN A STATEMENT OF RESPONSIBILITIES ("STATEMENT") THAT WILL PROVIDE SOME GUIDANCE ON THE SPECIAL RESPONSIBILITIES ATTENDED TO THAT OFFICE. THE FORM AND THE STATEMENT MAY BE CHANGED FROM TIME TO TIME BY THE BOARD. |
| FORM 990, PART VI, LINE 15A | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE UNIVERSITY HIRES AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION PACKAGE BASED OFF OF INDUSTRY, TRENDS, ETC. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHAT THE PRESIDENT'S COMPENSATION WILL BE AFTER REVIEWING THE CONSULTANT'S WORK AND RECOMMENDATION. | |
| FORM 990, PART VI, LINE 15B | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL SALARIES AND BASES THEIR REVIEW ON SALARY TRENDING AND OTHER COMPENSATION RELATED INFORMATION. THE PROCESS IS USED TO ESTABLISH COMPENSATION FOR THE FOLLOWING OFFICES AND POSITIONS: UNIVERSITY PRESIDENT VICE PRESIDENT OF ACADEMIC AFFAIRS VICE PRESIDENT OF CONTINUING EDUCATION AND STUDENT SERVICES VICE PRESIDENT OF BUSINESS AFFAIRS VICE PRESIDENT OF ENROLLMENT VICE PRESIDENT OF UNIVERSITY ADVANCEMENT ASSOCIATE VICE PRESIDENT FOR TECHNOLOGY SERVICES UNIVERSITY GENERAL COUNSEL ASSOCIATE VICE PRESIDENT OF BUSINESS AFFAIRS DEAN OF BUSINESS DEAN OF ARTS AND SCIENCES DEAN OF EDUCATION AND SOCIAL SERVICES DIRECTOR OF THE CENTER FOR ONLINE LEARNING SAINT LEO UNIVERSITY COMPENSATION POLICY IS APPROVED ANNUALLY BY THE BOARD OF DIRECTOR AND WAS LAST UNDERTAKEN IN OCTOBER 2010. | |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC SAINT LEO UNIVERSITY WILL PROVIDE COPIES OF THE POLICIES AND DOCUMENTS UPON WRITTEN REQUEST. | |
| SCHEDULE K, PART VI | SUPPLEMENTAL INFORMATION | SCHEDULE K, PART I, LINE B, COLUMN F DESCRIPTION OF PURPOSE REFUND SEPTEMBER 29, 1999 - PASCO CO. EDUCATIONAL FACILITY REVENUE BONDS, SERIES 1999 REFUND NOVEMBER 19, 2002 - HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY REVENUE BONDS, SERIES 2002 REFUND NOVEMBER 12, 2004 - HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY REVENUE BONDS, SERIES 2004 SCHEDULE K, PART II, LINE 3, COLUMN A, B, C, AND D PROCEEDS FROM ALL BOND ISSUES WERE KEPT IN NON-INTEREST BEARING ACCOUNTS UNTIL EXPENDITURES ARE MADE. |
| FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES | UNREALIZED GAINS ON INVESTMENTS -1,259,372 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -32,602 CHANGE IN INTEREST EXCHANGE AGREEMENT 401,144 ----------- TOTAL OTHER CHANGES IN FUND BALANCE -890,830 |
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