2012-03-20T16:17:23-05:00 2011-06-30 MARCUM LLP CITY PLACE II 185 ASYLUM STREET HARTFORD CT 06103 990 2010-07-01 060646936 UNIVERSITY OF BRIDGEPORT UNIV 2035764690 126 PARK AVE WAHLSTROM LIBRARY7TH BRIDGEPORT CT 06604 SUSAN WILLIAMS 2035764690 2012-03-01 1 DOUGLAS FARRINGTON 8605498500 2010 2016-02-24 21:20:13Z SUSAN WILLIAMS 126 PARK AVE WAHLSTROM LIBRARY7TH BRIDGEPORT CT 06604 100950913 0 X HTTP://WWW.BRIDGEPORT.EDU X 1927 CT THE UNIVERSITY OF BRIDGEPORT (THE UNIVERSITY) OFFERS CAREER ORIENTED UNDERGRADUATE, GRADUATE, AND PROFESSIONAL DEGREES AND PROGRAMS FOR PEOPLE SEEKING PERSONAL AND PROFESSIONAL GROWTH. THE UNIVERSITY PROMOTES ACADEMIC EXCELLENCE, PERSONAL RESPONSIBILITY, AND COMMITMENT TO SERVICE. DISTINCTIVE CURRICULA IN AN INTERNATIONAL, CULTURALLY DIVERSE, SUPPORTIVE LEARNING ENVIRONMENT PREPARE GRADUATES FOR LIFE AND LEADERSHIP IN AN INCREASINGLY INTERCONNECTED WORLD. THE UNIVERSITY IS INDEPENDENT AND NON-SECTARIAN. 29 28 1997 0 73570 26535 3977619 2809589 89309279 96878426 104533 205814 1249106 658093 94640537 100551922 17221000 21584962 0 0 37627794 38380074 0 0 1750856 36312102 36115580 91160896 96080616 3479641 4471306 86330449 98088689 39918285 47856104 46412164 50232585 X THE UNIVERSITY OF BRIDGEPORT (THE UNIVERSITY) OFFERS CAREER ORIENTED UNDERGRADUATE, GRADUATE, AND PROFESSIONAL DEGREES AND PROGRAMS FOR PEOPLE SEEKING PERSONAL AND PROFESSIONAL GROWTH. THE UNIVERSITY PROMOTES ACADEMIC EXCELLENCE, PERSONAL RESPONSIBILITY, AND COMMITMENT TO SERVICE. DISTINCTIVE CURRICULA IN AN INTERNATIONAL, CULTURALLY DIVERSE, SUPPORTIVE LEARNING ENVIRONMENT PREPARE GRADUATES FOR LIFE AND LEADERSHIP IN AN INCREASINGLY INTERCONNECTED WORLD. THE UNIVERSITY IS INDEPENDENT AND NON-SECTARIAN. 0 0 65954923 21579961 96804856 THE ORGANIZATION IS AN INDEPENDENT AND NONSECETARIAN INTERNATIONAL ACADEMIC INSTITUTION. THERE WERE APPROXIMATELY 5,155 STUDENTS FROM 45 STATES, 4 U.S. TERRITORIES AND 79 COUNTRIES ENROLLED FOR THE YEAR ENDED JUNE 30, 2011. 65954923 1 1 0 1 0 1 1 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 56 0 1 1997 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THOMAS DEBRIZZI JRU OF BRIDGEPORT 2035764690 126 PARK AVE WALHSTROM LIBRARY BRIDGEPORT CT 066012449 NEIL A SALONEN 40.00 X X 200605 0 22763 MERRILL J FORGOTSON 1.00 X 0 0 0 ARTHUR E LANDI 1.00 X 0 0 0 GORDON L ANDERSON PHD 1.00 X X 20500 0 0 WALTER BAUM 1.00 X 0 0 0 ROBERT L BERCHEM ESQ 1.00 X 0 0 0 BV BROOKS 1.00 X 0 0 0 ABRAHAM I GORDON ESQ 1.00 X 0 0 0 ROBERT J MATRISCIANO 1.00 X 0 0 0 PHILLIP V SANCHEZ 1.00 X 0 0 0 S GEORGE SANTA 1.00 X 0 0 0 MARK A FRIES 1.00 X 0 0 0 ERNEST C TREFZ 1.00 X 0 0 0 MARTIN F WOLF ESQ 1.00 X 0 0 0 FRANK N ZULLO ESQ 1.00 X X 0 0 0 COLIN GUNN ESQ 1.00 X X 0 0 0 CHANG SHIK YANG DM 1.00 X 0 0 0 NICHOLAS A PANUZIO 1.00 X 0 0 0 JOSEPH VITTORIA 1.00 X 0 0 0 DOUGLAS DM JOO 1.00 X X 0 0 0 FRANK I GROW III 1.00 X 0 0 0 PHILLIP G SOAIVAN 1.00 X 0 0 0 PIERRE TARDY 1.00 X 0 0 0 MRS HENRY B DUPONT III 1.00 X 0 0 0 NICHOLAS N KITTRIE SJD 1.00 X 0 0 0 NORGE W JEROME PHD 1.00 X X 0 0 0 PAUL ANTINOZZI 1.00 X 0 0 0 THE HONORABLE MARJORIE BUESSING 1.00 X 0 0 0 DAVID D'ADDARIO 1.00 X 0 0 0 MICHAEL D BROMLEY ESQ 40.00 X 172392 0 10646 SUSAN D WILLIAMS PHD 40.00 X 164566 0 10725 HANS VAN DER GIESSEN 40.00 X 120685 0 12964 TAREK M SOBH 40.00 X 270669 0 27098 FRANK ZOLLI 40.00 X 131232 0 12899 KHALED M ELEITHY 40.00 X 149052 0 36515 ALLEN P COOK 40.00 X 136771 0 13164 MARY JANE FOSTER 40.00 X 146740 0 9618 MICHAEL SPITZER 40.00 X 68684 0 0 1513212 0 156392 32 0 1 0 UNICCO SERVICE COMPANY 275 GROVE ST SUITE 3-200 AUBURNDALE MA 024662274 BUILDING & GROUNDS MAINTENANCE 4096625 SODEXO OPERATIONS PO BOX 360170 PITTSBURGH PA 152516000 CAMPUS FOOD SERVICE 3278701 SUNGARD HIGHER EDUCATION MANAGED SERVICE 1337 COLLECTION CENTER DRIVE CHICAGO IL 606930133 IT MANAGEMENT SERVICES 1870900 SECURITAS SECURITY 2400 COMMERCE AVE BLDG 1100 SUITE 5 DULUTH GA 30096 SECURITY SERVICE 1473255 STAN-MAR BUILDING MAINTENANCE 434 GARFIELD AVENUE BRIDGEPORT CT 066065273 CUSTODIAL SERVICES 955624 31 1337295 1472294 46094 2809589 EDUCATION 611710 85921958 85921958 RESIDENCE & MEALS 721000 10225970 10225970 OTHER PROGRAM FEES 561500 445373 445373 OTHER EDUCATION PROGRA 611710 285125 211555 73570 96878426 172323 172323 17037 17037 613142 613142 613142 613142 402691 369200 33491 33491 33491 56975 29791 27184 27184 INSURANCE PROCEEDS 900099 725 725 LIFE INCOME ANNUTIES 524298 5 5 730 100551922 96804856 73570 863907 5000 5000 21579962 21579962 1027641 1027641 30094206 26077080 2978162 1038964 1103312 956036 109186 38090 3832159 2442060 1280857 109242 2322756 1962617 281944 78195 273115 272884 231 153756 1800 150176 1780 22474 22474 6082246 4315969 1697050 69227 686885 652184 16515 18186 3365705 2059445 1022403 283857 4226476 1268923 2947956 9597 11093619 1044813 10029836 18970 1126412 705824 413332 7256 614622 491144 112433 11045 750144 73068 677076 3332448 3332448 352814 32242 320572 UBI TAX 18146 18146 BAD DEBT EXPENSE 1261651 1261651 STUDENT ACTIVITIES 1201183 1201183 ENTERTAINMENT 482339 251823 181636 48880 STUDENT TEACHING 437760 437760 633785 395990 220459 17336 96080616 65954923 28374837 1750856 26092 1552 2443447 2127823 2315058 1451095 6123829 6628115 5350185 5233230 110375 107198 316237 849011 126755409 70819478 53647379 55935931 11111543 18329662 4886304 7425072 86330449 98088689 6414357 8021185 5465421 5339733 638200 1267508 20320000 30000000 2410180 4670127 3227678 39918285 47856104 X 42236111 45876665 4143766 4318796 32287 37124 46412164 50232585 86330449 98088689 X 4471306 -650885 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24000 0 0 24000 0 PART IV, SUPPLEMENTAL INFORMATION: PART II-B, LINE 1(G) THE UNIVERSITY OF BRIDGEPORT ENGAGED THE FIRM OF PANUZIO & GIORDANO TO PROVIDE LOBBYING SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2011. X 1 0.74 1 1 0 1 0 10.00 0 1 64500 X X 0 10672982 6585096 402800 21428 17639450 7733506 2805380 176067 -41971 10672982 3374417 4429133 -25895 -44149 7733506 0.56730 0.06400 0.36870 0 0 4505709 4505709 87477377 46803259 40674118 29673526 23995076 5678450 5098797 21143 5077654 55935931 OTHER ASSETS 64500 FUNDS HELD BY TRUSTEE 4956626 FUNDS HELD IN TRUST FOR OTHERS 2403946 7425072 ACCRUED RETIREMENT BENEFITS 670834 CAPITAL LEASES 152898 FUNDS HELD IN TRUST FOR OTHERS 2403946 3227678 100551922 96080616 4471306 233493 45805 -930183 -650885 3820421 79258575 233493 45805 29791 309089 78949486 22474 21579962 21602436 100551922 75438154 45805 914169 959974 74478180 22474 21579962 21602436 96080616 PART III, LINE 4: ARTWORK CONSISTS OF VARIOUS LITHOGRAPHS, SERIGRAPHS, ETCHINGS, OIL PAINTINGS AND SCREEN PRINTS. THE UNIVERSITY OFFERS A GRAPHIC DESIGN DEGREE PROGRAM ALONG WITH AN INDUSTRIAL AND INTERIOR DESIGN MAJOR LEADING TO A BACHELOR'S DEGREE. THE UNIVERSITY ALSO OFFERS A FASHION MERCHANDISING 2 YEAR PROGRAM. STUDENTS WORKS OF ART ARE SHOWN ON DISPLAY ALONG WITH THE ABOVE PIECES THAT THE UNIVERSITY OWNS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS -884,378. DONATED SERVICES BOOKED IN EXPENSE -45,805. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,791. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS 21,579,962. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,791. CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 884,378. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS 21,579,962. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE FOLLOWING POLICY APPEARS ON THE UNIVERSITY OF BRIDGEPORT'S WEBSITE, ADMISSION APPLICATIONS AND CATALOG. THE UNIVERSITY OF BRIDGEPORT DOES NOT DISCRIMINATE ON THE BASIS OF RACE,COLOR,NATIONAL ORIGIN,RELIGION,AGE,SEX,GENDER,SEXUAL ORIENTATION,DISABILITY,MARITAL STATUS,GENETIC INFORMATION, VETERAN STATUS OR GENDER IDENTITY AND GENDER EXPRESSION. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED THE FOLLOWING GOVERNMENT GRANTS FOR SCHOLARSHIPS AND FINANCIAL AID DURING THE YEAR ENDED JUNE 30, 2011: ACADEMIC CHALLENGE GRANT - FEDERAL FEDERAL WORK STUDY - FEDERAL FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT - FEDERAL NATIONAL SCIENCE & MATHEMATICS GRANT - FEDERAL PELL GRANT - FEDERAL TEACH GRANT - FEDERAL CONNECTICUT INDEPENDENT COLLEGE STUDENT GRANT PROGRAM - STATE CAPITOL SCHOLARSHIP PROGRAM - STATE GEAR UP - STATE GOLF TOURNAMENT 56975 56975 1150 11721 14382 2538 56975 56975 1150 11721 14382 2538 29791 27184 1 THE BRIDGEPORT REGIONAL BUSINESS COUNCIL 10 MIDDLE STREET BRIDGEPORT CT 06604 060271980 5000 MARKETING INITIATIVE 1 SCHOLARSHIPS FOR STUDENTS ATTENDING SCHOOL BASED ON FINANCIAL NEED. 1800 18082459 BOOK STUDENTS AWARDED SCHOLARSHIP BASED ON ATHLETIC ABILITY. 165 3183524 BOOK PWPA STUDY ACADEMY - BASED ON STUDENTS' ACADEMIC MERIT. 35 313978 BOOK PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EACH GRANT IS ASSIGNED A SEPARATE DEPARTMENT ACCOUNT NUMBER. REPORTS ARE THEN PRINTED WHICH SHOW ALL FUNDS RECEIVED AND DISBURSED. THESE GRANT REPORTS ARE PRINTED ON A MONTHLY BASIS BY THE PERSON RESPONSIBLE FOR THE GRANT. THE ACCOUNTING DEPARTMENT ALSO PRINTS GRANT REPORTS ON A MONTHLY BASIS AS A CHECK THAT DISBURSEMENTS ARE NOT GREATER THAN FUNDS RECEIVED AND THAT FUNDS ARE BEING DISBURSED FOR GRANTS APPROVED. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 NEIL A SALONEN 200605 0 0 0 0 0 0 0 22763 0 223368 0 0 0 MICHAEL D BROMLEY ESQ 172392 0 0 0 0 0 0 0 10646 0 183038 0 0 0 SUSAN D WILLIAMS PHD 164566 0 0 0 0 0 0 0 10725 0 175291 0 0 0 TAREK M SOBH 270669 0 0 0 0 0 0 0 27098 0 297767 0 0 0 KHALED M ELEITHY 149052 0 0 0 0 0 0 0 36515 0 185567 0 0 0 MARY JANE FOSTER 146740 0 0 0 0 0 0 0 9618 0 156358 0 0 0 PART I, LINE 4B PART I, LINE 4B: NEIL A. SALONEN, MICHAEL BROMLEY, AND TAREK SOBH - PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN. TAREK SOBH RECEIVED A DISTRIBUTION OF 3,383. UNIVERSITY OF BRIDGEPORT 060646936 20774UNV3 2010-12-09 30000000 REFINANCE SERIES B CHEFA, REFINANCE MTGE LOAN & INFRASTRUCTURE 0 1 0 19706746 30000000 462500 7434010 2396744 2010 1 0 1 1 0 0 0 0 0 0 THE HONORABLE NICHOLAS A PANUZIO BOARD MEMBER / PRINCIPAL AT PANUZIO & GIORDANO PUBLIC AFFAIRS, LLC. 24000 THE UNIVERSITY OF BRIDGEPORT ENGAGED THE FIRM OF PANUZIO & GIORDANO TO PROVIDE LOBBYING SERVICES WITH THE FEDERAL GOVERNMENT FOR THE FISCAL YEAR ENDING JUNE 30, 2011. 0 MARK A FRIES BOARD MEMBER/SR VP @ PEOPLE'S UNITED INS AGENCY 953063 THE UNIVERSITY OF BRIDGEPORT PURCHASED INSURANCE FROM BEARDSLEY BROWN & BASSETT, INC.(PEOPLE'S UNITED INSURANCE AGENCY) 0 S GEORGE SANTA BOARD MEMBER / SANTA ENERGY, INC. 963466 THE UNIVERSITY OF BRIDGEPORT PURCHASED HEATING FUEL FROM SANTA ENERGY, INC. 0 ROBERT L BERCHEM ESQ BOARD MEMBER / PRINCIPAL AT BERCHEM, MOSES & DEVLIN 74553 THE UNIVERSITY OF BRIDGEPORT ENGAGED THE FIRM OF BERCHEM, MOSES & DEVLIN TO PROVIDE LEGAL ADVICE 0 ERNEST C TREFZ BOARD MEMBER / PRESIDENT AND CEO AT TREFZ CORPORATION 0 ENDOWMENT CTR FOR TREFZ MGMT. 0 PAUL ANTINOZZI BOARD MEMBER/ PRESIDENT AT ANTINOZZI ASSOCS. 55169 UNIVERSITY OF BRIDGEPORT ENGAGED ANTINOZZI ASSOCS. TO PROVIDE ARCHITECTURAL SERVICES 0 ERNEST C TREFZ BOARD MEMBER / CO-OWNER & GENERAL MANAGER OF THE HOLIDAY INN IN BRIDGEPORT 844 TRUSTEES WHO ATTENDED BOARD MEETINGS IN FYE 06/30/11 STAYED AT THE HOLIDAY INN IN BRIDGEPORT 0 X 5138 FMV X 480 FMV X 1 3000 FMV X 2 1371 FMV X 1 300 FMV X OTHER 28 35805 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MICHAEL D. BROMLEY (UNIVERSITY ATTORNEY/OFFICER OF THE BOARD) IS THE SON IN LAW OF COLIN GUNN (OFFICER OF THE BOARD). FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE DOCUMENT IS DISTRIBUTED FOR COMMENT PRIOR TO SIGNATURE/FILING. CFO UPON COMPLETION REVIEWS RETURN WITH THE PRESIDENT AND UNIVERSITY'S COUNSEL. CONTROLLER REVIEWS FOR FINANCIAL ISSUES. BOARD OF DIRECTORS REVIEWS PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL DISTRIBUTES POLICY AND DISCLOSURE FORMS TO ALL TRUSTEES. THE TRUSTEES COMPLETE THE DISCLOSURE WHICH IS REVIEWED BY TRUSTEES OR A COMMITTEE THEREOF, AND WHO DECIDE WHETHER A CONFLICT EXISTS AND IF SO WHAT ACTION SHOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 GENERAL COUNSEL COLLECTS COMPARABLE COMPENSATION DATA RELATING TO NON-PROFIT UNIVERSITIES IN CT. THE BOARD OF TRUSTEES COMPENSATION COMMITTEE USES THE DATA TO DETERMINE THE COMPENSATION FOR THE CEO AND PRINCIPAL UNIVERSITY OFFICERS. MINUTES OF THE COMMITTEE ACTIVITIES ARE MAINTAINED. THE CEO AND PRINCIPAL UNIVERSITY OFFICERS DETERMINE THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES AVAILABLE ITS FORMS 990 AND 990-T UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS FOR PUBLIC INSPECTION UPON REQUEST, AT ITS ADMINISTRATIVE OFFICES IN BRIDGEPORT, CONNECTICUT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 233,493. DONATED SERVICES AND USE OF FACILITIES: 45,805. CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS -884,378. DONATED SERVICES BOOKED IN EXPENSE -45,805. TOTAL TO FORM 990, PART XI, LINE 5: -650,885. FORM 990, PART XI, LINE 2C: USED SAME PROCESS AS PRIOR YEAR.