FLORIDA SOUTHERN COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA SOUTHERN COLLEGE (EIN 59-0624401)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-09
- IRS object ID
- 201310999349300531
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-09T19:39:25-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 NORTH WESTSHORE BLVD SUITE 950 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624401 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA SOUTHERN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FLOR | NameControl |
| Phone | 8636804148 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | V TERRY DENNIS | Name |
| Title | VP FINANCE & ADMINISTRATION | Title |
| Phone | 8636804148 | Phone |
| Date Signed | 2013-04-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 8133842700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR ANNE B KERR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 113496049 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FLSOUTHERN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1885 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PRIVATE UNITED METHODIST AFFILIATED COLLEGE THAT IS COMMITTED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1413 | TotalNbrEmployees |
| Total Nbr Volunteers | 84 | TotalNbrVolunteers |
| Total Gross UBI | 45168 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23339073 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8079063 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61870735 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 67889821 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1182627 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1483764 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2781134 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2466804 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 89173569 | TotalRevenuePriorYear |
| Total Revenue Current Year | 79919452 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18835840 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21328661 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 26065227 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 28251920 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 54069 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 57183 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1398967 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27911045 | OtherExpensePriorYear |
| Other Expenses Current Year | 26172614 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72866181 | TotalExpensesPriorYear |
| Total Expenses Current Year | 75810378 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 16307388 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4109074 | RevenuesLessExpensesCY |
| Total Assets BOY | 178900601 | TotalAssetsBOY |
| Total Assets EOY | 180563797 | TotalAssetsEOY |
| Total Liabilities BOY | 38867657 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40512673 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 140032944 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140051124 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FLORIDA SOUTHERN COLLEGE IS COMMITTED TO EDUCATIONAL EXCELLENCE AND IS A SELECTIVE COMPREHENSIVE, PRIVATE, UNITED METHODIST AFFILIATED COLLEGE WITH A STRONG LIBERAL ARTS CORE AND SIGNATURE PROGRAMS. (SEE SCHEDULE O) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 63395483 | Expense |
| Grants | 21328661 | Grants |
| Revenue | 67889821 | Revenue |
| Description | FLORIDA SOUTHERN COLLEGE IS A PRIVATE, COMPREHENSIVE COLLEGE DEDICATED TO TEACHING EXCELLENCE IN 50 PROGRAMS OF STUDY FOR UNDERGRADUATE STUDENTS. THE COLLEGE IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES. THE COLLEGE'S 2011 ENTERING FALL ENROLLMENT WAS THE FOURTH LARGEST IN OUR 125-YEAR HISTORY, AND WE HAD THE HIGHEST AVERAGE SAT SCORE OF ANY ENTERING CLASS. THE COLLEGE'S 1,987 FULLTIME UNDERGRADUATE STUDENTS COME FROM 48 STATES AND 37 COUNTRIES, WITH 78% OF THEM RESIDING IN CAMPUS HOUSING. MORE THAN 96% RECEIVE SOME FORM OF FINANCIAL ASSISTANCE, INCLUDING 33% WHO RECEIVE PELL GRANTS. (SEE SCHEDULE O) | Description |
| Total Program Service Expense | 63395483 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 138 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1413 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V TERRY DENNIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8636804148 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 LAKE HOLLINGSWORTH DR | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 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 |
|---|---|---|---|---|---|---|---|
| ROBERT L FRYER JR | |||||||
| CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | |
| RICHARD T FULTON | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT E PUTERBAUGH | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MARCENE CHRISTOVERSEN | |||||||
| ASST. SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| HOYT ROBINSON BARNETT | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT J ADAMS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RALPH C ALLEN | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN E BAXA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J STEPHEN BUCK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP KENNETH H CARTER JR | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| ANN EDWARDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP ROBERT E FANNIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W RUSSELL GRAVES | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| ANN H HANSEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY K HEARN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| M CLAYTON HOLLIS JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GENERAL DONALD L KERRICK | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| SHARON K LUTHER | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| REVEREND W DAVID MCENTIRE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARAH D MCKAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWIN MCMULLEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD L MYRICK | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| MAIDA BADCOCK POU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL R RICHEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARJORIE H ROBERTS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN A RODDA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE W ROGERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR J ROWBOTHAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOE P RUTHVEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOUIS S SACO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HONORABLE E J SALCINES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAY L SANDHAGEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT W SCHARAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT R SHARP | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| EVETT L SIMMONS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| G BARRY SKITSKO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HAROLD M SMELTZLY | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT S TRINKLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP TIMOTHY W WHITAKER | |||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | ||
| R HOWARD WIGGS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE B KERR | |||||||
| PRESIDENT | 75.00 | X | 279565 | 0 | 49635 | ||
| V TERRY DENNIS | |||||||
| VP OF FINANCE & ADMINISTRATION | 55.00 | X | 166736 | 0 | 27119 | ||
| KYLE FEDLER | |||||||
| PROVOST | 50.00 | X | 76323 | 0 | 19829 | ||
| JOHN GRUNDIG | |||||||
| VP OF ENROLLMENT MANAGEMENT | 50.00 | X | 99939 | 0 | 23154 | ||
| ROBERT H TATE | |||||||
| VP EXTERNAL RELATIONS | 40.00 | X | 124776 | 0 | 21101 | ||
| MATTHEW R THOMPSON | |||||||
| VP ADVANCEMENT | 45.00 | X | 126917 | 0 | 33539 | ||
| WILLIAM L RHEY | |||||||
| DEAN OF BUSINESS & ECONOMICS | 40.00 | 168416 | 0 | 20591 | X | ||
| JOHN M WELTON | |||||||
| DEAN OF NURSING & HEALTH SCIENCES | 40.00 | 186133 | 0 | 34196 | X | ||
| JAMES T BYRD | |||||||
| DEAN OF ARTS & SCIENCES | 40.00 | 111113 | 0 | 33731 | X | ||
| MARTHA LYNN CLEMENTS | |||||||
| PROFESSOR | 40.00 | 109806 | 0 | 18600 | X | ||
| WILLIAM C QUILLIAM | |||||||
| PROFESSOR | 40.00 | 113109 | 0 | 7941 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1562833 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 289436 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUEST SERVICES INC | |||||
| PO BOX 931841 | ATLANTA | GA | 31193 | CAFETERIA MANAGEMENT | 4050115 |
| RODDA CONSTRUCTION INC | |||||
| 250 EAST HIGHLAND DR | LAKELAND | FL | 33813 | CONTRACTOR | 1709721 |
| BW COMMUNICATIONS | |||||
| 8900 EDGEWORTH DR STE G | CAPITOL HEIGHTS | MD | 20743 | COMMUNICATIONS SERVICES | 390638 |
| JENZABAR INC | |||||
| PO BOX 845939 | BOSTON | MA | 02284 | CONTRACTOR | 380947 |
| HENKELMAN CONSTRUCTION INC | |||||
| 1830 NORTH CRYSTAL LAKE DR | LAKELAND | FL | 33801 | CONTRACTOR | 232770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Fundraising Events | 117780 | FundraisingEvents |
| Government Grants | 705015 | GovernmentGrants |
| All Other Contributions | 7256268 | AllOtherContributions |
| Noncash Contributions | 148732 | NoncashContributions |
| Total Contributions | 8079063 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 54653986 | 54653986 |
| DORMITORY & FOOD SERVI | 611710 | 12887738 | 12887738 |
| RENTALS | 611710 | 273402 | 273402 |
| OTHER STUDENT FEES | 611710 | 74695 | 74695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 67889821 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1352849 | TotalRevenueColumn |
| Exclusion | $1,352,849 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33546415 | Securities |
| Other | 38729 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33400103 | Securities |
| Other | 54126 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 146312 | Securities |
| Other | -15397 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130915 | TotalRevenueColumn |
| Exclusion | $130,915 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 83018 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 117780 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 96589 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13571 | TotalRevenueColumn |
| Exclusion | -$13,571 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 40056 | GrossSalesOfInventory |
| Cost Of Goods Sold | 25779 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14277 | TotalRevenueColumn |
| Exclusion | $14,277 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT INSURANCE PREM | 524292 | 307714 | $307,714 | |
| ADMISSIONS TO FAIRS/EV | 900099 | 175012 | $175,012 | |
| LESSONS/MEMBERSHIPS | 900099 | 45168 | 45168 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1938204 | TotalRevenueColumn |
| Exclusion | $1,938,204 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2466098 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79919452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67889821 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 45168 | UnrelatedBusinessRevenue |
| Exclusion | $3,905,400 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21328661 | Total |
| Program Services | 21328661 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048633 | Total |
| Program Services | 48076 | ProgramServices |
| Management And General | 692152 | ManagementAndGeneral |
| Fundraising | 308405 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20639674 | Total |
| Program Services | 16893629 | ProgramServices |
| Management And General | 3292915 | ManagementAndGeneral |
| Fundraising | 453130 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1339019 | Total |
| Program Services | 1175429 | ProgramServices |
| Management And General | 163590 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3881013 | Total |
| Program Services | 2381524 | ProgramServices |
| Management And General | 1368081 | ManagementAndGeneral |
| Fundraising | 131408 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1343581 | Total |
| Program Services | 847002 | ProgramServices |
| Management And General | 302636 | ManagementAndGeneral |
| Fundraising | 193943 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16360 | Total |
| Management And General | 16360 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108701 | Total |
| Management And General | 108701 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57183 | Total |
| Fundraising | 57183 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56367 | Total |
| Management And General | 56367 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2014810 | Total |
| Program Services | 1498672 | ProgramServices |
| Management And General | 460792 | ManagementAndGeneral |
| Fundraising | 55346 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 904029 | Total |
| Program Services | 846331 | ProgramServices |
| Management And General | 55840 | ManagementAndGeneral |
| Fundraising | 1858 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2033851 | Total |
| Program Services | 1428847 | ProgramServices |
| Management And General | 557975 | ManagementAndGeneral |
| Fundraising | 47029 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4379109 | Total |
| Program Services | 3921136 | ProgramServices |
| Management And General | 441620 | ManagementAndGeneral |
| Fundraising | 16353 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394524 | Total |
| Program Services | 309794 | ProgramServices |
| Management And General | 61473 | ManagementAndGeneral |
| Fundraising | 23257 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26958 | Total |
| Program Services | 26958 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634512 | Total |
| Program Services | 28277 | ProgramServices |
| Management And General | 606235 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4146715 | Total |
| Program Services | 3644573 | ProgramServices |
| Management And General | 502142 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387367 | Total |
| Program Services | 47464 | ProgramServices |
| Management And General | 1339903 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD EXPENSE | 3832316 | 3832316 | ||
| PROGRAM EXPENSES | 3803639 | 3381670 | 368329 | 53640 |
| BAD DEBT EXPENSE | 490803 | 490803 | ||
| TAXES, LICENSES, PERMIT | 396435 | 302772 | 93663 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1546118 | Total |
| Program Services | 1452352 | ProgramServices |
| Management And General | 36351 | ManagementAndGeneral |
| Fundraising | 57415 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75810378 | Total |
| Program Services | 63395483 | ProgramServices |
| Management And General | 11015928 | ManagementAndGeneral |
| Fundraising | 1398967 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2637867 | BOY |
| EOY | 2619309 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335626 | BOY |
| EOY | 551699 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17749395 | BOY |
| EOY | 14736258 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2839994 | BOY |
| EOY | 3489589 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2795059 | BOY |
| EOY | 3339572 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67370 | BOY |
| EOY | 76159 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251085 | BOY |
| EOY | 283527 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 154416241 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 58300122 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88729702 | BOY |
| EOY | 96116119 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51675258 | BOY |
| EOY | 48400494 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11819245 | BOY |
| EOY | 10951071 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178900601 | BOY |
| EOY | 180563797 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4020472 | BOY |
| EOY | 5337933 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971619 | BOY |
| EOY | 1622755 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22535000 | BOY |
| EOY | 22535000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98603 | BOY |
| EOY | 62280 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274330 | BOY |
| EOY | 303841 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 935000 | BOY |
| EOY | 840000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10032633 | BOY |
| EOY | 9810864 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38867657 | BOY |
| EOY | 40512673 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62106708 | BOY |
| EOY | 68853479 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48426489 | BOY |
| EOY | 41197089 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29499747 | BOY |
| EOY | 30000556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140032944 | BOY |
| EOY | 140051124 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178900601 | BOY |
| EOY | 180563797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4109074 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4090894 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 0 | RevenuesIncluded |
| Assets In Part X | 245873 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78071688 | BeginningOfYearBalance |
| Contributions | 3471287 | Contributions |
| Investment Earnings Or Losses | -1170124 | InvestmentEarningsOrLosses |
| Other Expenditures | 4341801 | OtherExpenditures |
| End Of Year Balance | 76031050 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55850492 | BeginningOfYearBalance |
| Contributions | 16218534 | Contributions |
| Investment Earnings Or Losses | 8397511 | InvestmentEarningsOrLosses |
| Other Expenditures | 2394869 | OtherExpenditures |
| End Of Year Balance | 78071688 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52752217 | BeginningOfYearBalance |
| Contributions | 1332943 | Contributions |
| Investment Earnings Or Losses | 4246516 | InvestmentEarningsOrLosses |
| Other Expenditures | 2481184 | OtherExpenditures |
| End Of Year Balance | 55850492 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69148978 | BeginningOfYearBalance |
| Contributions | 1291431 | Contributions |
| Investment Earnings Or Losses | -10393777 | InvestmentEarningsOrLosses |
| Other Expenditures | 7294415 | OtherExpenditures |
| End Of Year Balance | 52752217 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18390 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39460 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 152583 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2718738 | OtherCostOrOtherBasis |
| Book Value | 2871321 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109674387 | OtherCostOrOtherBasis |
| Depreciation | 41984640 | Depreciation |
| Book Value | 67689747 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15297613 | OtherCostOrOtherBasis |
| Depreciation | 1613242 | Depreciation |
| Book Value | 13684371 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20965678 | OtherCostOrOtherBasis |
| Depreciation | 14702240 | Depreciation |
| Book Value | 6263438 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5607242 | OtherCostOrOtherBasis |
| Book Value | 5607242 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 96116119 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 10591571 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 186061 |
| BOND ISSUANCE COSTS, NET | 166514 |
| OTHER ASSETS | 6925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10951071 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTRETIRMENT BENEFIT OBLIGATION | $4,128,170 |
| GIFT ANNUITY OBLIGATION | $2,700,616 |
| FAIR VALUE OF INTEREST RATE SWAP | $672,035 |
| DEPOSITS | $505,125 |
| ADVANCES FROM FEDERAL AGENCY FOR STUDENT LOANS | $1,804,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9810864 | TotalOfAmounts |
| Total Revenue | 79919452 | TotalRevenue |
| Total Expenses | 75810378 | TotalExpenses |
| Excess Or Deficit For Year | 4109074 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3966717 | NetUnrealizedGLOnInvestments |
| Other | -$124,177 | OtherAmount |
| Total Adjustments | -4090894 | TotalAdjustments |
| Excess Or Deficit Per FS | 18180 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 58948457 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3966717 | NetUnrealizedGainsInvestments |
| Other Revenues | 122368 | OtherRevenues |
| Revenue Not Rptd F990 | -3844349 | RevenueNotRptdF990 |
| Revenue Subtotal | 62792806 | RevenueSubtotal |
| Investment Expenses Not Included | 56367 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 17070279 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17126646 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 79919452 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58442700 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 122368 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 122368 | ExpensesNotRptdF990 |
| Expenses Subtotal | 58320332 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 56367 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 17433679 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 17490046 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 75810378 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE COLLEGE'S COLLECTION REPRESENTS AN ACCRETION OF GIFTS ACROSS MANY DECADES. THE OLDEST WORK DATES FROM THE 16TH CENTURY. THE COLLEGE HAS SEVERAL 18TH AND 19TH CENTURY WORKS, HOWEVER, THE MAJORITY OF THE COLLECTION CONSISTS OF WORKS FROM THE 20TH AND NOW THE 21ST CENTURIES. THE COLLEGE'S USE OF THE COLLECTION IS FOR TEACHING AND AESTHETIC EDUCATIONAL DISPLAY. THE COLLECTION SUPPORTS THE MISSION OF THE DEPARTMENT OF ART & ART HISTORY. THE COLLEGE'S CAMPUS CONTAINS THE LARGEST SINGLE SITE COLLECTION OF FRANK LLOYD WRIGHT STRUCTURES IN THE WORLD AND IS THE ONLY COLLEGE CAMPUS DESIGNED BY THE MASTER ARCHITECT. THE WRIGHT-DESIGNED BUILDINGS ON THE COLLEGE'S CAMPUS HAVE BEEN INCLUDED ON THE WORLD MONUMENT FUND'S LIST OF 100 MOST ENDANGERED SITES IN THE WORLD. THE INTERNATIONAL IMPORTANCE OF THE COLLEGE'S WRIGHT ARCHITECTURE AND PRESERVATION EFFORTS HAS RESULTED IN A NUMBER OF GRANTS TO ASSIST IN THESE EFFORTS. | |
| PART IV, LINE 2B: | THE COLLEGE HOLDS AGENCY FUNDS AND ADMINISTERS THE FUNDS FOR VARIOUS CAMPUS GROUPS. | |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PREDICTABLE STREAM OF INCOME TO FUND PROGRAMS THAT ARE SUPPORTED BY THE ENDOWMENT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE COLLEGE ADOPTED GUIDANCE ISSUED BY FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS OF JANUARY 1, 2007. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF THE TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION IN THE PRIOR YEAR HAD NO EFFECT ON THE COLLEGE'S FINANCIAL STATEMENTS. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE MAY 31, 2008. THE COLLEGE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFIT TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COLLEGE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COLLEGE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT MAY 31, 2012 AND 2011. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 58,842. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFIT PLAN OBLIGATION -183,019. TOTAL TO SCHEDULE D, PART XI, LINE 8: -124,177. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 25,779. SPECIAL EVENT EXPENSES 96,589. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT FINANCIAL AID AND SCHOLARSHIPS 17,070,279. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 25,779. SPECIAL EVENT EXPENSES 96,589. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT FINANCIAL AID AND SCHOLARSHIPS 17,070,279. PAYMENT TO ANNUITY BENEFICIARIES 363,400. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN THE COLLEGE CATALOG, EMPLOYEE HANDBOOK AND WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL AID FROM FEDERAL AND STATE GOVERNMENTAL AGENCIES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 416773 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 25266 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 97391 |
| SUB-SAHARAN AFRICA - ANGOLA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 11362 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 1902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 552694 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 552694 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO CODY & ASSOCIATES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3018 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524063018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 77753 | GrossReceipts |
| Amount Retained By Contractor | 57183 | AmountRetainedByContractor |
| Net To Organization | 20570 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 77753 | TotalGrossReceipts |
| Total Retained By Contractors | 57183 | TotalRetainedByContractors |
| Total Net To Organization | 20570 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 59860 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23660 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 11025 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9820 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 13353 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 41920 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 31570 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10350 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 12921 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 3400 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 99018 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 50010 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 49008 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1000 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 10250 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 22151 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 12669 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 200798 | GrossReceiptsTotal |
| Charitable Contributions Total | 117780 | CharitableContributionsTotal |
| Gross Revenue Total Events | 83018 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1000 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 21275 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 44892 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 29422 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 96589 | DirectExpenseSummaryEvents |
| Net Income Summary | -13571 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| TUITION DISCOUNTS/CREDITS | 1963 | 17070279 | 0 | N/A | N/A |
| SCHOLARSHIPS | 403 | 4258382 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. THE COLLEGE MONITORS STUDENT TUITION ACCOUNTS FOR ANY STUDENT WHO RECEIVED A SCHOLARSHIP OR TUITION CREDIT. THE BURSAR'S OFFICE AND THE REGISTRAR'S OFFICE ENSURE THAT STUDENTS WHO RECEIVE SCHOLARSHIPS OR TUITION CREDITS MAINTAIN FULL-TIME OR PART-TIME STUDENT STATUS, AS REQUIRED BY THE AWARDED SCHOLARSHIP, SO THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE B KERR | |||||||||||||
| 279565 | 0 | 0 | 0 | 0 | 0 | 28678 | 0 | 20957 | 0 | 329200 | 0 | 0 | 0 |
| V TERRY DENNIS | |||||||||||||
| 166736 | 0 | 0 | 0 | 0 | 0 | 16998 | 0 | 10121 | 0 | 193855 | 0 | 0 | 0 |
| MATTHEW R THOMPSON | |||||||||||||
| 126917 | 0 | 0 | 0 | 0 | 0 | 11786 | 0 | 21753 | 0 | 160456 | 0 | 0 | 0 |
| WILLIAM L RHEY | |||||||||||||
| 168416 | 0 | 0 | 0 | 0 | 0 | 11900 | 0 | 8691 | 0 | 189007 | 0 | 0 | 0 |
| JOHN M WELTON | |||||||||||||
| 186133 | 0 | 0 | 0 | 0 | 0 | 12833 | 0 | 21363 | 0 | 220329 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE COLLEGE PRESIDENT, ANNE B. KERR, IS PROVIDED A RESIDENCE ON THE CAMPUS OF THE COLLEGE. THE VALUE OF HOUSING PROVIDED IS EXCLUDED FROM THE DETERMINATION OF TAXABLE COMPENSATION UNDER SECTION 119 OF THE INTERNAL REVENUE CODE BECAUSE: 1) THE LODGING IS FURNISHED ON THE BUSINESS PREMISES OF THE COLLEGE; 2) THE LODGING IS FURNISHED AT THE CONVENIENCE OF THE EMPLOYER (THE RESPONSIBILITIES OF THE PRESIDENT REQUIRE HER PRESENCE ON CAMPUS. THE PRESIDENT HOLDS MANY FACULTY AND STUDENT MEETINGS AT HER RESIDENCE; AND 3) THE EMPLOYEE IS REQUIRED TO ACCEPT SUCH LODGING AS A CONDITION OF HER EMPLOYMENT. THE PRESIDENT'S ESTIMATED FAIR MARKET VALUE OF THE HOUSING PROVIDED IS $31,500 PER YEAR AND IS NOT INCLUDED IN TAXABLE COMPENSATION. THE COLLEGE PAYS DUES AT A SOCIAL CLUB FOR THE COLLEGE PRESIDENT, ANNE B. KERR, THE VICE PRESIDENT OF EXTERNAL RELATIONS, ROBERT H. TATE, AND THE VICE PRESIDENT OF ADVANCEMENT, MATTHEW R. THOMPSON. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS BECAUSE CLUB USE IS LIMITED TO BUSINESS PURPOSES. HOUSEKEEPING SERVICES ARE PROVIDED FOR THE PRESIDENT'S RESIDENCE AS IT IS USED FOR COLLEGE EVENTS. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RODDA CONSTRUCTION | |||
| JOHN RODDA OWNS RODDA CONSTRUCTION | 1540220 | CONSTRUCTION SERVICES | 0 |
| LYNN DENNIS | |||
| FAMILY MEMBER OF V. TERRY DENNIS, VP FINANCE & ADMINISTRATION | 62600 | EMPLOYMENT COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 15 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | VALUED AT $1 EACH | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | VALUED AT $1 EACH | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 116224 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | VARIOUS ITEMS | 41 | 31530 | COST |
| X | FURNITURE | 1 | 960 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONTINUATION OF ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE COLLEGE ENROLLS A TALENTED STUDENT BODY AND INCLUDES AN ACCOMPLISHED FACULTY WHO ARE DEDICATED TO TEACHING EXCELLENCE. OUTSTANDING OPPORTUNITIES FOR ENGAGED LEARNING, STUDENT-FACULTY COLLABORATIVE RESEARCH AND PERFORMANCE, SERVICE LEARNING, STUDY ABROAD, AND HONORS STUDY ARE DISTINCTIVE FEATURES OF THE ACADEMIC PROGRAM AT FLORIDA SOUTHERN. THE COLLEGE OFFERS EXCEPTIONAL STUDENT LIFE PROGRAMS, INCLUDING A CHAMPIONSHIP ATHLETIC PROGRAM. |
| CONTINUATION OF PROGRAM SERVICES ACCOMPLISHMENT ONE | FORM 990, PART III, LINE 4A | FLORIDA SOUTHERN IS NATIONALLY RECOGNIZED FOR ITS ENGAGED LEARNING FORMAT WHERE STUDENTS ARE CHALLENGED TO APPLY KNOWLEDGE THEY ACQUIRE IN THEIR CLASSES IN REAL-WORLD SITUATIONS. WE ARE PROUD OF THE QUALITY OF OUR STUDENT-FACULTY COLLABORATIVE RESEARCH, STUDENT MUSICAL PERFORMANCES, SERVICE LEARNING, CIVIC ENGAGEMENT, INTERNSHIPS, PRACTICALLY PROJECTS, AND STUDY-ABROAD OPPORTUNITIES, ALL OF WHICH SUPPORT THE ENGAGED LEARNING PEDAGOGY. STUDENTS ARE TAUGHT BY DYNAMIC PROFESSORS, INCLUDING 111 FULL-TIME FACULTY THAT RESULTS IN A 18:1 STUDENT-FACULTY RATIO. THE FACULTY HAVE OUTSTANDING CREDENTIALS, WITH 80% WHO HAVE EARNED THEIR TERMINAL DEGREE IN THEIR FIELD OF EXPERTISE. FLORIDA SOUTHERN ALSO EMPHASIZES WHOLE-STUDENT DEVELOPMENT AND HAS A VIBRANT EXTRA-CURRICULAR AGENDA THAT SUPPORTS BOTH CLASSROOM AND OUT-OF-CLASSROOM PERSONAL GROWTH EXPERIENCES. A WELL-TRAINED STAFF OF PROFESSIONALS LEAD THESE ACTIVITIES THAT FOSTER NOT ONLY ACADEMIC, BUT ALSO PHYSICAL, SPIRITUAL, AND SOCIAL DEVELOPMENT. FLORIDA SOUTHERN IS RANKED #2 OF BEST BACCALAUREATE COLLEGES IN THE SOUTH BY U.S. NEWS & WORLD REPORT; IS RANKED AS THE #1 "MOST BEAUTIFUL CAMPUS" IN THE NATION AND ONCE AGAIN HONORED AS ONE OF THE COUNTRY'S BEST INSTITUTIONS FOR UNDERGRADUATE EDUCATION BY THE PRINCETON REVIEW. FLORIDA SOUTHERN IS RANKED IN THE TOP 10 BEST BACCALAUREATE COLLEGES IN THE SOUTH BY U.S. NEWS & WORLD REPORT; IT IS INCLUDED IN THE PRINCETON'S REVIEW'S BEST 371 COLLEGES AND UNIVERSITIES; IS INCLUDED AS A BEST VALUE IN THE PRESTIGIOUS FISKE GUIDE TO COLLEGES; AND IS LISTED BY BARRON'S AS A BEST BUY INSTITUTION. THE COLLEGE'S 110 ACRE CAMPUS INCLUDES ACADEMIC BUILDINGS, RESIDENCE HALLS, ATHLETIC FACILITIES, STUDENT LIFE ACTIVITY SPACES, ADMINISTRATIVE OFFICES, AND STUDENT SUPPORT LEARNING SPACES, A PERFORMING ARTS CENTER, OTHER AUDITORIA FOR BOTH MUSICAL AND ALL-COLLEGE PROGRAMS, CHAPELS FOR CAMPUS MINISTRIES, AND MAINTENANCE AND WORKSHOP FACILITIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | M. CLAYTON HOLLIS, JR. AND MARJORIE H. ROBERTS - FAMILY RELATIONSHIP; J. STEPHEN BUCK AND SARAH D. MCKAY - FAMILY RELATIONSHIP; M. CLAYTON HOLLIS, JR. AND HOYT ROBINSON BARNETT - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 6 | FLORIDA SOUTHERN COLLEGE HAS ONE MEMBER, WHICH IS THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH HAS THE RIGHT TO ELECT UP TO THIRTY-SEVEN TRUSTEES TO THE BOARD. IN ADDITION, ANY CHANGE TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THE COLLEGE MAY ELECT UP TO THIRTY-SEVEN TRUSTEES TO THE BOARD FOR A TERM OF THREE YEARS EACH. TWO POSITIONS ON THE BOARD ARE HELD BY INDIVIDUALS BASED ON THEIR POSITIONS WITHIN OTHER ORGANIZATIONS. THE BISHOP AND THE LAY LEADER OF THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ARE MEMBERS OF THE COLLEGE'S BOARD. THE PRESIDENT OF THE COLLEGE'S ALUMNI ASSOCIATION IS A MEMBER OF THE COLLEGE'S BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. FOLLOWING THEIR REVIEW, A PUBLIC INSPECTION COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO TAKING A POSITION ON THE BOARD, EACH MEMBER MUST SUBMIT IN WRITING TO THE PRESIDENT AND CHAIRMAN OF THE BOARD A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS THAT MAY BECOME CONFLICTS OF INTEREST. EACH WRITTEN STATEMENT IS RESUBMITTED WITH ANY NECESSARY CHANGES EACH YEAR. IN CONJUNCTION WITH A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS OF ALL BOARD MEMBERS, AND ANY POTENTIAL CONFLICTS ARE EXPLORED THOROUGHLY. THE AUDIT COMMITTEE ALSO REVIEWS THE CONFLICT OF INTEREST STATEMENTS FILED BY THE PRESIDENT, THE OFFICERS OF THE COLLEGE, AND OTHER MANAGEMENT STAFF. ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE AUDIT COMMITTEE, WHO WOULD DETERMINE WHAT LEVEL OF CONFLICT EXISTS AND IF ANY ACTION IS REQUIRED. IF ANY CONFLICTS OF INTEREST EXIST, THE AFFECTED BOARD MEMBER SHALL MAKE KNOWN THE POTENTIAL CONFLICT AND SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROUGHT TO A VOTE, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE MAINTAINS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES THAT REVIEWS AND RECOMMENDS THE COMPENSATION PACKAGE FOR THE COLLEGE PRESIDENT. THE RECOMMENDEATION IS VOTED UPON BY THE FULL BOARD. THE COMPENSATION COMMITTEE USES COMPARABILITY DATA TO ENSURE THE COMPENSATION OF THE PRESIDENT IS REASONABLE. THE DECISION OF THE COMMITTEE AND THE BOARD IS DOCUMENTED IN THE MEETING MINUTES. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS AND WAS LAST COMPLETED IN 2012 FOR THE PRESIDENT, DR. ANNE B. KERR. THE COLLEGE PRESIDENT USES COMPARABILITY DATA TO REVIEW AND RECOMMEND COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES. THE SALARIES ARE REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. THE DECISIONS ARE DOCUMENTED BY THE PRESIDENT AND BOARD CHAIRMAN. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS AND WAS LAST COMPLETED IN 2012 FOR THE FOLLOWING POSITIONS: VP FINANCE & ADMINISTRATION, V. TERRY DENNIS; VP ENROLLMENT MANAGEMENT, JOHN GRUNDIG; VP EXTERNAL RELATIONS, ROBERT H. TATE; VP ADVANCEMENT, MATTHEW R. THOMPSON; AND PROVOST, KYLE FEDLER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME PURSUANT TO INTERNAL REVENUE CODE SECTION 6104. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,966,717. ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 58,842. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFIT PLAN OBLIGATION -183,019. TOTAL TO FORM 990, PART XI, LINE 5: -4,090,894. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||||||
| 1140 E MCDONALD ST | LAKELAND | FL | 33801 | 590904361 | SUPPORT | FL | 501(C)(3) | LINE 1 | N/A | 0 | |
| FLORIDA UNITED METHODIST FOUNDATION INC | |||||||||||
| PO BOX 3549 | LAKELAND | FL | 33802 | 591148701 | INVESTMENT MANAGEMENT | FL | 501(C)(3) | LINE 11C, III-FI | 0 | FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (10) | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | INVESTMENT | FL | N/A | T |
| POOLED TRUSTS (3) | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | INVESTMENT | FL | N/A | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |