THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC (EIN 23-7167701)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-04
- IRS object ID
- 202620359349301472
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-04T18:07:19-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PLACE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237167701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH FLORIDA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9046202790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322247699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BENNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9046202790 | PhoneNum |
| Signature | 2026-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN KURDZIEL | PreparerPersonNm |
| PTIN | P00060407 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2026-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT BENNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322247699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,728,463 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNF.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 387 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $23,186 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,637 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,627,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,380,185 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $664,831 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $558,684 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,252,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,462,137 | CYInvestmentIncomeAmt |
| PY Other Revenue | $200,893 | PYOtherRevenueAmt |
| CY Other Revenue | $66,187 | CYOtherRevenueAmt |
| PY Total Revenue | $20,745,600 | PYTotalRevenueAmt |
| CY Total Revenue | $24,467,193 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,703,158 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,594,864 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,032,174 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,383,943 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,344,667 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,714,272 | PYOtherExpensesAmt |
| CY Other Expenses | $6,622,696 | CYOtherExpensesAmt |
| PY Total Expenses | $18,449,604 | PYTotalExpensesAmt |
| CY Total Expenses | $17,601,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,295,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,865,690 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $219,647,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,122,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $978,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $219,399,468 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $246,144,584 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,040,539 | ExpenseAmt |
| Grant | $7,594,864 | GrantAmt |
| Revenue | $558,684 | RevenueAmt |
| Desc | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC. (THE FOUNDATION) WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF NORTH FLORIDA INCLUDING UNF PROGRAMS FOR ATHLETICS, BROOKS COLLEGE OF HEALTH, COGGIN COLLEGE OF BUSINESS, HICKS HONORS COLLEGE, SILVERFIELD COLLEGE OF EDUCATION AND HUMAN SERVICES, COLLEGE OF COMPUTING ENGINEERING AND CONSTRUCTION, COLLEGE OF ARTS AND SCIENCES, ACADEMIC AFFAIRS, AND MEDNEXUS.IN ADDITION, THE FOUNDATION OFFERED EDUCATION ASSISTANCE FOR STUDENTS IN SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD PROGRAMS. STUDENTS OF HIGH ACHIEVEMENT RECOGNIZED AT THE FALL, SPRING, AND SUMMER GRADUATIONS. | Desc |
| Total Program Service Expenses | $14,040,539 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 387 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLGA IGOLNIKOV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9046205250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE ALUMNI HALL | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322247699 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MOEZ LIMAYEM | |||||||||
| PRESIDENT | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $705,346 | $216,123 | ||
| SCOTT BENNETT | |||||||||
| CFO/FDN TREASURER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $307,298 | $97,776 | ||
| TERESA NICHOLS | |||||||||
| EXECUTIVE DIRECTOR/SECRETARY | 40.00 | 0.00 | Yes (X) | Yes (X) | $23,483 | $259,590 | $128,292 | ||
| MICHAEL MCLAUGHLIN | |||||||||
| ASSISTANT VICE PRESIDENT - DEVELOPMENT OFFICER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $173,402 | $48,354 | ||
| JAMES BEASLEY | |||||||||
| EX-OFFICIO - FACULTY ASSOCIATION PRESIDENT | 1.00 | 39.00 | Yes (X) | $0 | $113,412 | $30,097 | |||
| PAMELA CHALLY | |||||||||
| INTERIM PROVOST AND VICE PRESIDENT FOR ACADEMIC | 1.00 | 39.00 | Yes (X) | $0 | $48,333 | $0 | |||
| DWIGHT COOPER | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MARINATOS | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES CHUCK GED | |||||||||
| PAST CHAIR/BOARD MEMBER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAWANZA HUMPHREY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NEERA SHETTY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN SCHWARTZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY RICE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ENRIQUE HENRY PUENTE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRAVIS SHORE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELANA SCHRADER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN SCHANTZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN RYZEWIC | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CONCHITA ROBINSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALMETA MONROE-TURNER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MALINDA PRUDENCIO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMON OLINTO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL NEWTON III | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE MORALES | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG MOFFITT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCE MCCORMACK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE LUFRANO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRENE LAZZARA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH DEBBIE JOHNSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN SUNAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BENNIE CLARK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GOL | |||||||||
| BOT REPRESENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH CHUCK MOORER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANTEL DAVIS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET GELLATLY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AUSTIN CURT CUNKLE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BROWN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN BACHAND | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELANA DIETZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS BAER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HAYT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON BURNETT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN HARTLEY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BRADY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORINNE HODAK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN HICKS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJ GOSWANI | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM INMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM LIGHTCAP | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WHITNEY MEYER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PARIS OWENS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLINT PYLE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SID ROBERSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIOR SPRING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN MEDLEY | |||||||||
| EX OFFICIO - ALUMNI ASSOCIATION PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE SKOGLUND | |||||||||
| EX OFFICIO - OSPREY CLUB PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OLGA IGOLNIKOV | |||||||||
| ASSOCIATE VICE PRESIDENT FOR FOUNDATION OPERATIONS | 1.00 | 39.00 | $19,951 | $178,520 | $55,679 | Yes (X) | |||
| KATHLEEN LEONE | |||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 1.00 | 39.00 | $789 | $132,924 | $46,446 | Yes (X) | |||
| GABE GRASS | |||||||||
| DIRECTOR OF CORPORATE RELATIONS AND MAJOR GIFTS | 1.00 | 39.00 | $0 | $129,267 | $32,700 | Yes (X) | |||
| ANNE-MARIE CAMPBELL | |||||||||
| DIRECTOR OF DEVELOPMENT | 1.00 | 39.00 | $8,777 | $119,111 | $53,709 | Yes (X) | |||
| DAVID SZYMANSKI | |||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $215,333 | $74,661 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $53,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,382,536 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $783,837 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $247,591 | FundraisingAmt |
| Government Grants | $236,045 | GovernmentGrantsAmt |
| All Other Contributions | $21,896,549 | AllOtherContributionsAmt |
| Noncash Contributions | $1,021,451 | NoncashContributionsAmt |
| Total Contributions | $22,380,185 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNIVERSITY ENDOWMENT MGMT | 900099 | $459,884 | $459,884 |
| OSPREY TICKET SALES | 900099 | $98,800 | $98,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $558,684 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,191,365 | TotalRevenueColumnAmt |
| Exclusion | $1,191,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,349,974 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,079,202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $270,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,772 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,186 | UnrelatedBusinessRevenueAmt |
| Exclusion | $247,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $156,574 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $247,591 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $182,068 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,494 | TotalRevenueColumnAmt |
| Exclusion | -$25,494 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONFERENCES | 900099 | $43,716 | $43,716 |
| REBATES | 900099 | $21,613 | $21,613 |
| REIMBURSEMENTS | 900099 | $11,185 | $11,185 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,167 | TotalRevenueColumnAmt |
| Exclusion | $15,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,467,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $558,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,186 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,505,138 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,594,864 | TotalAmt |
| Program Services | $7,594,864 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,506 | TotalAmt |
| Fundraising | $118,506 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,865,606 | TotalAmt |
| Program Services | $1,755,055 | ProgramServicesAmt |
| Management And General | $9,889 | ManagementAndGeneralAmt |
| Fundraising | $1,100,662 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,552 | TotalAmt |
| Program Services | $172,396 | ProgramServicesAmt |
| Management And General | $85,862 | ManagementAndGeneralAmt |
| Fundraising | $110,294 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,279 | TotalAmt |
| Program Services | $10,313 | ProgramServicesAmt |
| Management And General | $16,710 | ManagementAndGeneralAmt |
| Fundraising | $4,256 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,509 | TotalAmt |
| Program Services | $73,467 | ProgramServicesAmt |
| Fundraising | $275,042 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,302 | TotalAmt |
| Management And General | $107,302 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,174 | TotalAmt |
| Management And General | $839,174 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,249 | TotalAmt |
| Program Services | $15,771 | ProgramServicesAmt |
| Fundraising | $21,478 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,978 | TotalAmt |
| Program Services | $368,161 | ProgramServicesAmt |
| Management And General | $2,815 | ManagementAndGeneralAmt |
| Fundraising | $76,002 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,322 | TotalAmt |
| Program Services | $1,212,733 | ProgramServicesAmt |
| Management And General | $37,688 | ManagementAndGeneralAmt |
| Fundraising | $105,901 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,689 | TotalAmt |
| Program Services | $277,676 | ProgramServicesAmt |
| Fundraising | $126,013 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,960 | TotalAmt |
| Program Services | $430,722 | ProgramServicesAmt |
| Management And General | $1,016 | ManagementAndGeneralAmt |
| Fundraising | $13,222 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380,207 | TotalAmt |
| Program Services | $1,976,356 | ProgramServicesAmt |
| Management And General | $71,378 | ManagementAndGeneralAmt |
| Fundraising | $332,473 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,435 | TotalAmt |
| Program Services | $46,435 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,810 | TotalAmt |
| Program Services | $6,810 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $148,493 | $99,780 | $11,213 | $37,500 |
| COMMUNITY ENGAGEMENT | $56,568 | $33,250 | $23,318 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,601,503 | TotalAmt |
| Program Services | $14,040,539 | ProgramServicesAmt |
| Management And General | $1,216,297 | ManagementAndGeneralAmt |
| Fundraising | $2,344,667 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,910 | BOYAmt |
| EOY | $31,552 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,422,187 | BOYAmt |
| EOY | $22,431,372 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,682,355 | BOYAmt |
| EOY | $8,838,223 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,125 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,366 | BOYAmt |
| EOY | $60,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,230,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,230,000 | BOYAmt |
| EOY | $30,230,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,131,195 | BOYAmt |
| EOY | $13,421,115 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,162,955 | BOYAmt |
| EOY | $172,094,453 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,280 | BOYAmt |
| EOY | $15,443 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,647,373 | BOYAmt |
| EOY | $247,122,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,160 | BOYAmt |
| EOY | $37,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,745 | BOYAmt |
| EOY | $940,319 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,905 | BOYAmt |
| EOY | $978,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,170,798 | BOYAmt |
| EOY | $53,431,418 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,230,000 | BOYAmt |
| EOY | $30,230,000 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,998,670 | BOYAmt |
| EOY | $162,483,166 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,399,468 | BOYAmt |
| EOY | $246,144,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,647,373 | BOYAmt |
| EOY | $247,122,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,865,690 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,879,426 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,894,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,722,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,094,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,627,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,380,185 | CurrentTaxYearAmt |
| Total | $102,718,441 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,894,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,722,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,094,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,627,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,380,185 | CurrentTaxYearAmt |
| Total | $102,718,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,283,206 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,435,235 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $482,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,191,365 | CurrentTaxYearAmt |
| Total | $3,265,040 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $84,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $84,901 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $310,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,681 | CurrentTaxYearAmt |
| Total | $1,418,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,486,455 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,661,039 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 392,180. 2021 AMOUNT: $ 507,390. 2022 AMOUNT: $ 310,830. 2023 AMOUNT: $ 49,141. 2024 AMOUNT: $ 70,068. REBATES - 2023 AMOUNT: $ 66,851. 2024 AMOUNT: $ 21,613. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $13,072 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $13,072 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $9,154,884 | BeginningBalanceAmt |
| Additions During Year | $1,074,104 | AdditionsDuringYearAmt |
| Distributions During Year | $505,105 | DistributionsDuringYearAmt |
| Ending Balance | $9,723,883 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,998,670 | BeginningYearBalanceAmt |
| Contributions | $5,023,843 | ContributionsAmt |
| Investment Earnings Or Losses | $16,915,249 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,348,168 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,216 | OtherExpendituresAmt |
| Administrative Expenses | $2,080,216 | AdministrativeExpensesAmt |
| End Year Balance | $162,483,162 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,214,881 | BeginningYearBalanceAmt |
| Contributions | $5,988,536 | ContributionsAmt |
| Investment Earnings Or Losses | $15,665,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,445,003 | GrantsOrScholarshipsAmt |
| Other Expenditures | $407,990 | OtherExpendituresAmt |
| Administrative Expenses | $2,017,421 | AdministrativeExpensesAmt |
| End Year Balance | $147,998,670 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,531,762 | BeginningYearBalanceAmt |
| Contributions | $3,287,466 | ContributionsAmt |
| Investment Earnings Or Losses | $10,089,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,074,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,112,444 | OtherExpendituresAmt |
| Administrative Expenses | $1,731,553 | AdministrativeExpensesAmt |
| End Year Balance | $134,214,881 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,106,152 | BeginningYearBalanceAmt |
| Contributions | $4,549,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,189,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,721,638 | GrantsOrScholarshipsAmt |
| Other Expenditures | $66,677 | OtherExpendituresAmt |
| Administrative Expenses | $2,146,260 | AdministrativeExpensesAmt |
| End Year Balance | $126,531,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,066,190 | BeginningYearBalanceAmt |
| Contributions | $1,496,013 | ContributionsAmt |
| Investment Earnings Or Losses | $30,294,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,070,797 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$107,808 | OtherExpendituresAmt |
| Administrative Expenses | $1,787,853 | AdministrativeExpensesAmt |
| End Year Balance | $141,106,152 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01740 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,230,000 | OtherCostOrOtherBasisAmt |
| Book Value | $30,230,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,230,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $37,279,917 | F |
| GLOBAL FIXED INCOME | $13,049,331 | F |
| REAL ASSETS FUNDS | $19,709,925 | F |
| ABSOLUTE RETURN AND HEDGE FUNDS | $10,088,912 | F |
| GLOBAL EQUITIES FUND | $91,966,368 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $172,094,453 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $164,055 |
| DUE TO RELATED PARTY | $771,264 |
| TEMP HOLDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $940,319 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,653,778 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,879,426 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $135,633 | OtherRevenueAmt |
| Revenue Not Reported | $20,015,059 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,638,719 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $828,474 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $828,474 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,467,193 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,908,662 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $182,068 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $182,068 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,726,594 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $828,474 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $46,435 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $874,909 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,601,503 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION HOLDS ASSETS ON BEHALF OF A RELATED ORGANIZATION, THE MUSEUM OF CONTEMPORARY ARTS JACKSONVILLE, INC. (THE MUSEUM; EIN: 59-0689705). THE MUSEUM TRANSFERRED INVESTMENT FUNDS TO THE ORGANIZATION THAT ARE BEING HELD AS A TERM ENDOWMENT ON BEHALF OF THE MUSEUM. IN ACCORDANCE WITH GASB 84, THESE ASSETS ARE NOT REFLECTED ON THE ORGANIZATION'S FINANCIAL STATEMENTS, RATHER, THEY ARE REPORTED WITHIN THE STATEMENT OF FIDUCIARY NET POSITION. AS A RESULT, THEY HAVE NOT BEEN INCLUDED ON FORM 990, BUT ARE BEING REPORTED IN THIS SUPPLEMENTARY DISCLOSURE. |
| PART V, LINE 4: | THE USES FOR THE UNF FOUNDATION ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD, PROFESSORSHIPS, EDUCATIONAL PROGRAMS, RESEARCH FACILITIES , AND TECHNOLOGY ENHANCEMENT. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 182,068. INTEREST EXPENSES REPORTED ON 990 PART IX -46,435. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII 182,068. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSES REPORTED ON 990 PART IX 46,435. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLUE AND GRAY BASH | Event1Nm |
| Gross Receipts Event1 | $134,786 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,251 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,535 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,378 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,606 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $32,357 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $59,795 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $44,995 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,800 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,889 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $91 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $13,924 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $209,584 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $120,345 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $89,239 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $7,599 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,868 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $36,653 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $49,703 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $404,165 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $247,591 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $156,574 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,488 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,246 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,350 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $95,984 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $182,068 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,494 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | 616033693 | 501(C)(3) | $25,000 | $0 | MEALS ON WINGS FOOD RECOVERY PROGRAM | ||
| UNIVERSITY OF NORTH FLORIDA | ||||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 592976169 | 115 | $7,014,792 | $555,072 | OPERATIONAL SUPPORT AND SCHOLARSHIPS | FMV | ATHLETIC/FITNESS EQUIPMENT/SUPPLIES, AS WELL AS OTHER EQUIPMENT/SUPPLIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD ARE AWARDED BASED ON THE SPECIFIC CRITERIA FOR EACH AWARD PER DONOR AGREEMENT (E.G., GPA, NUMBER OF REQUIRED CLASSSROOM HOURS, STUDENT CLASSIFICATION, MAJOR, ETC.). UNF FOUNDATION AND UNIVERSITY ADVERTISES THE SCHOLARSHIPS AND RECEIVES THE STUDENT'S INFORMATION BASED ON QUALIFYING CRITERIA. FOUNDATION ACCOUNTING REVIEWS THE SCHOLARSHIP AWARD AND SUPPORTING DOCUMENTATION TO ENSURE COMPLIANCE PRIOR TO FORWARDING TO THE UNIVERSITY SCHOLARSHIP PROCESSING DEPARTMENT FOR PROCESSING. FINANCIAL AID OFFICE THEN REVIEWS TO ENSURE THE STUDENT IS NOT BEING AWARDED ABOVE THE COST OF EDUCATION, AFTER WHICH, THE STUDENT RECEIVES THE FUNDS AND FOUNDATION ACCOUNTING REIMBURSES THE UNIVERSITY FOR THE SCHOLARSHIP AWARD. OTHER OUTSTANDING AWARDS ARE PROVIDED TO GRADUATING SENIORS AT THE SPRING CONVOCATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOEZ LIMAYEM | ||||||||||||||
| PRESIDENT | $0 | $519,731 | $0 | $100,000 | $0 | $85,615 | $0 | $193,464 | $0 | $22,659 | $0 | $921,469 | $0 | $0 |
| TERESA NICHOLS | ||||||||||||||
| EXECUTIVE DIRECTOR/SECRETARY | $714 | $252,087 | $20,000 | $1,100 | $2,769 | $6,403 | $116 | $95,976 | $1,688 | $30,512 | $25,287 | $386,078 | $0 | $0 |
| SCOTT BENNETT | ||||||||||||||
| CFO/FDN TREASURER | $0 | $306,103 | $0 | $1,100 | $0 | $95 | $0 | $67,005 | $0 | $30,771 | $0 | $405,074 | $0 | $0 |
| DAVID SZYMANSKI | ||||||||||||||
| FORMER OFFICER | $0 | $215,333 | $0 | $0 | $0 | $0 | $0 | $52,437 | $0 | $22,224 | $0 | $289,994 | $0 | $0 |
| OLGA IGOLNIKOV | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR FOUNDAT | $19,724 | $175,052 | $209 | $3,391 | $18 | $77 | $4,408 | $20,798 | $4,022 | $26,451 | $28,381 | $225,769 | $0 | $0 |
| MICHAEL MCLAUGHLIN | ||||||||||||||
| ASSISTANT VICE PRESIDENT - DEVELOPME | $0 | $172,207 | $0 | $1,100 | $0 | $95 | $0 | $22,313 | $0 | $26,041 | $0 | $221,756 | $0 | $0 |
| ANNE-MARIE CAMPBELL | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $8,622 | $118,071 | $143 | $957 | $12 | $83 | $2,688 | $18,342 | $997 | $31,682 | $12,462 | $169,135 | $0 | $0 |
| KATHLEEN LEONE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $745 | $131,773 | $44 | $1,056 | $0 | $95 | $319 | $16,562 | $0 | $29,565 | $1,108 | $179,051 | $0 | $0 |
| GABE GRASS | ||||||||||||||
| DIRECTOR OF CORPORATE RELATIONS AND | $0 | $128,072 | $0 | $1,100 | $0 | $95 | $0 | $21,010 | $0 | $11,690 | $0 | $161,967 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION RELIED ON THE UNIVERSITY OF NORTH FLORIDA, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE UNIVERSITY OF NORTH FLORIDA USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 7 | DAVID SZYMANSKI, THE FORMER UNF PRESIDENT, AND FORMER OFFICER FOR UNF FOUNDATION WAS COMPENSATED A TOTAL OF $289,994. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $61,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $268 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $856,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $723 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 19 | $79,068 | FMV |
| Yes (X) | TECHNOLOGY | 10 | $4,990 | FMV |
| Yes (X) | FURNITURE | 43 | $3,151 | FMV |
| Yes (X) | GIFT CARDS | 29 | $1,075 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINES 2A AND 2B | THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING THE TAX YEAR 2024 WHICH WERE REPORTED ON FORM W-3 BY UNF, A CONTROLLING RELATED ENTITY. SIMILARLY, THE SALARY EXPENSES REFLECTED ON FORM 990, PART IX WERE ALL REPORTED ON THE FORM 941, EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF UNF AND REIMBURSED BY UNF FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE FOUNDATION BOARD SHALL CONSIST OF THE FOLLOWING MEMBERS: 1.) CHAIR OF THE FOUNDATION 2.) PRESIDENT OF UNIVERSITY 3.) IMMEDIATE PAST CHAIR OF THE FOUNDATION 4.) CHAIR-ELECT OF THE FOUNDATION 5.) CHAIR, DEVELOPMENT COMMITTEE 6.) CHAIR, GOVERNANCE COMMITTEE 7.) CHAIR, FINANCE AND AUDIT COMMITTEE 8.) CHAIR, INVESTMENT COMMITTEE 9.) CHAIR, GRANTS COMMITTEE 10.) BOARD OF TRUSTEE DESIGNEE 11.) UNF FINANCING CORPORATE DESIGNEE 12.) MOCA DESIGNEE 13.) AT-LARGE MEMBERS FROM THE FOUNDATION AT THE DISCRETION OF THE FOUNDATION CHAIR AND THE UNIVERSITY PRESIDENT 14.) EX-OFFICIO, THE EXECUTIVE DIRECTOR/SECRETARY OF THE FOUNDATION 15.) EX-OFFICIO, THE TREASURER OF THE FOUNDATION THE EXECUTIVE COMMITTEE SHALL MEET AT THE CALL OF THE CHAIR OF THE FOUNDATION. ONE-THIRD OF THE MEMBERS SHALL REPRESENT A QUORUM OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE FOUNDATION BOARD BETWEEN MEETINGS OF THE FOUNDATION BOARD AND SHALL BE EMPOWERED TO ACT ON BEHALF OF THE FOUNDATION BOARD IN CASES WHERE A MEETING OF THE FULL FOUNDATION BOARD WILL NOT OCCUR WITHIN THE TIME FRAME NECESSARY FOR APPROVING AN ACTION DEEMED TO BE IN THE BEST INTEREST OF THE FOUNDATION. ACTIONS BY THE EXEUCTIVE COMMITTEE SHALL BE SUBJECT ONLY TO SUCH RESTRICTIONS AS THE FOUNDATION BOARD MAY FROM TIME TO TIME SPECIFY. A REPORT OF THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE PRESENTED TO THE FOUNDATION BOARD IN A TIMELY MANNER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN EXTERNAL CPA FIRM. THE FINAL DRAFT IS REVIEWED BY THE UNF FOUNDATION'S BOARD AND ITS STAFF. ONCE DRAFT IS APPROVED, THE 990 IS FINALIZED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST FORMS. THE UNF FOUNDATION MANAGEMENT REVIEWS THE CONFLICT OF INTEREST FORMS FOR ANY NOTED CONFLICT OF INTEREST. IF ANY EXIST AND REQUIRES A BOARD VOTE, THE BOARD OF DIRECTOR MEMBER RECUSES HIMSELF OR HERSELF FROM VOTING ON THE ISSUE. IT IS NOTED IN THE OFFICIAL MINUTES THAT THE BOARD MEMBER ACKNOWLEDGED THE CONFLICT AND RECUSED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOUNDATION EMPLOYEES ARE EMPLOYED BY THE UNIVERSITY OF NORTH FLORIDA. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR PAYROLL COSTS (SALARIES AND FRINGE BENEFITS) FOR THE FOUNDATION'S PORTION OF THE PAYROLL COSTS. THE CALCULATION OF THIS REIMBURSEMENT IS BASED ON THE PERCENTAGE OF EACH EMPLOYEE'S SALARY AND BENEFITS THAT IS RELATED TO THEIR SERVICES PERFORMED FOR THE FOUNDATION. THE VICE PRESIDENT FOR UNIVERSITY DEVELOPMENT AND ALUMNI ENGAGEMENT AND EXECUTIVE DIRECTOR'S, UNIVERSITY OF NORTH FLORIDA FOUNDATION COMPENSATION (TOP MANAGEMENT OFFICIAL) IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY OF NORTH FLORIDA OR DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPENSATED TO SIMILAR ROLES IN OTHER UNIVERSITIES NATIONALLY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS POSTED ON GUIDESTAR (WWW.GUIDESTAR.ORG) AND IS ALSO AVAILABLE UPON REQUEST FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | |||||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 592976169 | EDUCATION | FL | IRC 115 | N/A | 0 | ||
| UNF TRAINING AND SERVICES INSTITUTE | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 591982921 | EDUCATION | FL | 501(C)(3) | 0 | LINE 12B, II | UNIVERSITY OF NORTH FLORIDA | |
| UNF FINANCING CORPORATION INC | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 421683752 | SUPPORT | FL | 501(C)(3) | 0 | LINE 12B, II | UNIVERSITY OF NORTH FLORIDA | |
| MUSEUM OF CONTEMPORARY ART JACKSONVILLE | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 590689705 | MUSEUM | FL | 501(C)(3) | 0 | LINE 10 | UNIVERSITY OF NORTH FLORIDA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | ||
| P | $759,042 | FMV |
| UNIVERSITY OF NORTH FLORIDA | ||
| E | $771,264 | FMV |
| UNIVERSITY OF NORTH FLORIDA | ||
| R | $305,383 | FMV |
| UNIVERSITY OF NORTH FLORIDA | ||
| B | $7,569,864 | FMV |
Comments