2012-11-14T10:52:32-06:00 2012-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2011-07-01 591982921 UNIVERSITY OF NORTH FLORIDA TRAINING AND SERVICES INSTITUTE INC UNIV 9046202790 1 UNF DRIVE UNF HALL NO 2900 JACKSONVILLE FL 322242648 SHARI SHUMAN 9046202790 2012-11-14 AMY BIBBY P00445891 8282542254 2011 2016-02-24 21:20:13Z SHARI SHUMAN 1 UNF DRIVE UNF HALL JACKSONVILLE FL 32224 6298097 0 X HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/ X 1979 FL TO IMPLEMENT AND ADMINSTER SPECIAL EDUCATIONAL AND TRAINING PROGRAMS AT THE UNIVERSITY OF NORTHFLORIDA AND AT OTHER SELECTED INSTITUTIONS. 12 4 33 4 0 0 753778 225616 3377386 4102849 57666 25945 1901372 1943687 6090202 6298097 0 0 0 0 2450169 2174331 0 0 0 4726338 4621188 7176507 6795519 -1086305 -497422 18919309 17850939 17659087 17115773 1260222 735166 TO IMPLEMENT AND ADMINSTER SPECIAL EDUCATIONAL AND TRAINING PROGRAMS AT THE UNIVERSITY OF NORTH FLORIDA AND AT OTHER SELECTED INSTITUTIONS. 0 0 4344008 5510970 UNF TRAINING AND SERVICES, INC. CONTRACTS WITH VARIOUS DOMESTIC LAW ENFORCEMENT AGENCIES AND OTHER INTERESTED PARTIES TO PROVIDE TRAINING IN ROAD AND TRAFFIC CONTROL MANAGEMENT AND OTHER LAW ENFORCEMENT. 4344008 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 169 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 12 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BEVERLY EVANS 9046202250 1 UNF DRIVE UNF HALL SUITE 2900 JACKSONVILLE FL 32224 JOHN DELANEY 1.00 X 130227 482363 55786 SHARI SHUMAN 2.00 X X 6084 201028 4255 PIERRE ALLAIRE 1.00 X 0 185833 54036 LINDA ANDERSON 1.00 X X 0 0 0 JIM E COBB 1.00 X 0 0 0 MAURICIO GONZALEZ 1.00 X X 0 154720 18410 RACHELLE GOTTLIEB 1.00 X 2220 155172 48748 LANNY RUSSELL 1.00 X 0 0 0 BETH MANGOLD 1.00 X 0 0 0 JANET OWEN 1.00 X 0 149677 5236 THOMAS SERWATKA 1.00 X X 0 81225 457 MARK WORKMAN 1.00 X 0 253842 48310 LEONARD JACOB 40.00 X 0 86135 6399 BEVERLY EVANS 10.00 X 0 94068 2856 138531 1844063 244493 1 0 1 0 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 AUDIT AND TAX SERVICES 112200 1 225616 225616 TUITION 900099 1916368 1916368 CONTRACT REVENUE 900099 1527026 1527026 RADAR TESTING 900099 132100 132100 TRANSCRIPT FEES 900099 1110 1110 526245 526245 4102849 25945 25945 1709437 600 0 0 1709437 600 1710037 1710037 224329 0 224329 224329 REFUND FROM UNIVERSITY 900099 9087 9087 MISCELLANEOUS 900099 234 234 9321 6298097 6037215 0 35266 138531 138531 1563345 1471364 91981 81416 77345 4071 15498 14723 775 375541 356764 18777 333 333 112200 112200 20000 20000 333 316 17 164973 156726 8247 8820 8379 441 46012 46012 764477 726253 38224 22758 21620 1138 1233689 1233689 564025 564025 149979 149979 CONSULTANT SERVICES 1180482 1121458 59024 EDUCATION MATERIALS 326085 326085 LICENSES AND DUES 17856 16963 893 MISCELLANEOUS 9166 9166 6795519 4344008 2451511 0 111039 123167 50838 33219 213993 257348 555000 560000 94194 47894 66554 72655 17408191 1222055 16750161 16186136 1077530 570520 18919309 17850939 722396 833430 247525 229665 16689166 16052678 17659087 17115773 X 1260222 735166 1260222 735166 18919309 17850939 X -497422 -27634 X 0 1 1 X 1 1 X X 0 0 0 UNIVERSITY OF NORTH FLORIDA 592976169 IRC 115 1 1 1 4344008 1 4344008 0 0 0 0 0 0 0 0 1 64000 64000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE UNF OFFICE OF GOVERNMENTAL RELATIONS, WITH THE ASSISTANCE OF A GOVERNMENT RELATIONS AND BUSINESS DEVELOPMENT FIRM, DEVELOPS AND IMPLEMENTS STATE STRATEGIES AND PROGRAMS TO ATTAIN PUBLIC FUNDING GOALS AND TO FOSTER MUTUALLY SUPPORTIVE, ON-GOING RELATIONSHIPS WITH ELECTED OFFICIALS, EXECUTIVE BRANCH LEADERS, OTHER EDUCATIONAL INSTITUTIONS, AS WELL AS UNF'S PUBLIC AND PRIVATE CONSTITUENTS. THE OFFICE OF GOVERNMENTAL RELATIONS REPORTS TO THE UNF COMMUNITY IMPORTANT LEGISLATIVE, GOVERNANCE, AND POLICY ISSUES THAT SPECIFICALLY IMPACT UNF OR PUBLIC HIGHER EDUCATION. 3307556 3307556 14100635 1222055 12878580 16186136 6298097 6795519 -497422 -27634 -27634 -525056 6455389 -27634 204926 177292 6278097 20000 20000 6298097 6980445 204926 204926 6775519 20000 20000 6795519 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INSTITUTE 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 INSTITUTE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2012 AND 2011. PART XII, LINE 2D - OTHER ADJUSTMENTS: TSI OVERHEAD REVENUE 204,926. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TSI OVERHEAD EXPENSE 204,926. 1 X X X X 0 0 0 0 0 0 0 1 0 JOHN DELANEY 19227 350773 111000 0 0 131590 0 44000 0 11786 130227 538149 0 0 SHARI SHUMAN 6084 199849 0 0 0 1179 0 0 0 4255 6084 205283 0 0 PIERRE ALLAIRE 0 181833 0 4000 0 0 0 45265 0 8771 0 239869 0 0 MAURICIO GONZALEZ 0 153183 0 0 0 1537 0 16193 0 2217 0 173130 0 0 RACHELLE GOTTLIEB 0 153993 0 0 2220 1179 0 46346 0 2402 2220 203920 0 0 JANET OWEN 0 148354 0 0 0 1323 0 4471 0 765 0 154913 0 0 MARK WORKMAN 0 252423 0 0 0 1419 0 47798 0 512 0 302152 0 0 PART I, LINE 7 JOHN DELANEY, THE UNF PRESIDENT, A BOARD MEMBER FOR UNFTSI, RECEIVES ANNUAL BONUS PAYMENTS FOR PERFORMANCE. THE PERFORMANCE IS DETERMINED AFTER YEAR-END AND PAID BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE UNF TRAINING AND SERVICES INSTITUTE (TSI) FORM 990 WAS PREPARED BY A PAID PREPARER. THE DRAFT WAS REVIEWED BY THE UNF TSI BOARD WITH THE STAFF AND PAID PREPARER REPRESENTATIVE. AFTER REVIEW AND APPROVAL BY THE BOARD, THE UNF TSI FORM 990 WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE UNF TSI BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST FORMS. THE UNF TSI MANAGEMENT REVIEWS THE CONFLICT OF INTEREST FORMS FOR ANY NOTED CONFLICT OF INTEREST. IF ANY EXIST AND REQUIRES A BOARD VOTE, THE BOARD MEMBER RECUSED HIMSELF OR HERSELF FROM VOTING ON THE ISSUE BEFORE THE BOARD. IT IS NOTED IN THE MINUTES THAT THE BOARD MEMBER ACKNOWLEDGE THE CONFLICT AND RECUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE UNIVERSITY'S SALARY (TOP MANAGEMENT OFFICIAL) IS PREPARED/REVIEWED BY THE UNIVERSITY OF NORTH FLORIDA BOARD OF TRUSTEES, UNF GENERAL COUNSEL, UNF VP FOR ADMINISTRATION AND FINANCE, AND CHIEF OF STAFF USING SALARY DATA OF COMPARABLE POSITION/RESPONSIBLITIES AND HR MARKET DATA. THE SALARY RECOMMENDATION IS REVIEWED, DISCUSSED AND APPROVED BY THE FULL GOVERNING BODY -THE UNIVERSITY OF NORTH FLORIDA BOARD OF TRUSTEES. DOCUMENTATION OF THE PROCEEDINGS IS MAINTAINED BY THE PRESIDENT'S OFFICE. THE UNF TSI BOARD PRESIDENT IS INFORMED OF TSI'S RESPECTIVE SHARE OF SALARY PACKAGE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 ARE AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM CAN BE FOUND ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/TRAINING_AND_SERVICES_INSTIT CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -27,634. UNF TSI INVESTMENTS LLC 1 UNF DRIVE UNF HALL STE 2900 JACKSONVILLE FL 32224 591982921 SUPPORT FL 1709437 16237690 UNF TRAINING AND SERVICES INSTITUTE INC UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 322247699 592976169 EDUCATION FL IRC 115 N/A 0 UNF FOUNDATION INC 1 UNF DRIVE SUITE 2900 JACKSONVILLE FL 322247699 237167701 SUPPORT FL 501(C)(3) LINE 7 UNIVERSITY OF NORTH FLORIDA 0 UNF FINANCING CORPORATION INC 1 UNF DRIVE SUITE 2900 JACKSONVILLE FL 322247699 421683752 SUPPORT FL 501(C)(3) LINE 11B, II UNIVERSITY OF NORTH FLORIDA 0 MUSEUM OF CONTEMPORARY ART JACKSONVILLE INC 333 NORTH LAURA STREET JACKSONVILLE FL 32202 590689705 MUSEUM FL 501(C)(3) LINE 9 UNIVERSITY OF NORTH FLORIDA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1