THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF NORTH FLORIDA FOUNDATION INC (EIN 23-7167701)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201213209349307646
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T16:05:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237167701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNF FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNFF | NameControl |
| Phone | 9046202790 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE BUILDING 53 SUITE 2900 | AddressLine1 |
| Address Line2 | NO 2900 | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32224 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARI SHUMAN | Name |
| Title | TREASURER | Title |
| Phone | 9046202790 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHARI SHUMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8242851 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 53 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 156 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9201356 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6952090 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 784609 | InvestmentIncomePriorYear |
| Investment Income Current Year | 490232 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 396809 | OtherRevenuePriorYear |
| Other Revenue Current Year | 701373 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10382774 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8143695 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3320494 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3911554 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2392446 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2257647 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 125182 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 132446 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 532613 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3019377 | OtherExpensePriorYear |
| Other Expenses Current Year | 3151585 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8857499 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9453232 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1525275 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1309537 | RevenuesLessExpensesCY |
| Total Assets BOY | 94472301 | TotalAssetsBOY |
| Total Assets EOY | 91824962 | TotalAssetsEOY |
| Total Liabilities BOY | 781239 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 687326 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 93691062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91137636 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7335864 | Expense |
| Grants | 3905834 | Grants |
| Description | EDUCATION ASSISTANCE FOR STUDENTS IN SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD PROGRAMS. STUDENTS OF HIGH ACHIEVEMENT RECOGNIZED AT THE FALL, SPRING, AND SUMMER GRADUATIONS, AND RECOGNITION FOR SCHOOL TEACHERS PROGRAM FOR HIGH ACHIEVEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC. 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, COLLEGE OF EDUCATION AND HUMAN RESOURCES, COLLEGE OF COMPUTING ENGINEERING AND CONSTRUCTION AND COLLEGE OF ARTS AND SCIENCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7335864 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 1 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 156 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 53 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY EVANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9046202250 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNF DRIVE UNF HALL SUITE 2900 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32224 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BETSY C COX | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRANDON N CHOY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROL C THOMPSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN MATHIS | ||||||
| VICE CHAIR, INVESTMENT CMTE | 1.00 | X | 0 | 0 | 0 | X |
| MARILYN MCAFEE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CECIL HOLLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CONCHITA W ROBINSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID A SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID A STEIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DONALD H POAG JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS W MCNEIL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANNA LOPEZ BROSCHE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELANA E DIETZ | ||||||
| CHAIR, CMTE ON DIRECTORS | 1.00 | X | 0 | 0 | 0 | X |
| FLOYD B WILLIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FRANCIS X FRANTZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GAIL A NURSEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GREGORY B SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| IRENE LAZZARA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| J C DEMETREE JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CORINNE C HODAK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN A DELANEY | ||||||
| UNF PRESIDENT | 1.00 | X | 276588 | 336002 | 55786 | X |
| JOHN J ALLEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN T HAYT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN T HOWE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH PARK MOORER | ||||||
| CHAIR, FINANCE & AUDIT CMTE | 1.00 | X | 0 | 0 | 0 | X |
| SCOTT L MCCLAEB | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAREN BURDETTE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEE E HANNA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LINDA C SLADE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISA MANCINI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MAL WASHINGTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARGARET GELLATLY | ||||||
| CHAIR, INVESTMENT CMTE | 1.00 | X | 0 | 0 | 0 | X |
| MELANIE JENNINGS HUSK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL P OATES | ||||||
| VICE CHAIR, ADVANCEMENT CMTE | 1.00 | X | 0 | 0 | 0 | X |
| PATSY P SHIELDS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JC DEMETREE JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL R GOODWIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PIERRE N ALLAIRE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 4000 | 181833 | 54036 | X |
| RICHARD W STEIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLES MARC GED | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT R SCHILLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD TOWNSEND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RUSSELL B NEWTON III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SCOTT BAKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHARI A SHUMAN | ||||||
| TREASURER | 7.00 | X | 0 | 207112 | 4255 | X |
| SHYAM B PARYANI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN E BACHAND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN R RYZEWIC | ||||||
| UNF FOUNDATION PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| THAD L MCNULTY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN HICKS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| W RADFORD LOVETT II | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WAYNE E FLOWERS | ||||||
| CHAIR, ADVANCEMENT CMTE | 1.00 | X | 0 | 0 | 0 | X |
| HELEN C ROWAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN MCCULLEN | ||||||
| ASSISTANT VICE PRESIDENT | 40.00 | 0 | 98724 | 6370 | X | |
| BEVERLY EVANS | ||||||
| DIRECTOR, ACCOUNTING | 20.00 | 0 | 94068 | 2856 | X | |
| BRANDON MCCRAY | ||||||
| ASSISTANT VICE PRESIDENT | 40.00 | 0 | 100574 | 5134 | X | |
| JULIE MILICH | ||||||
| DIRECTOR OF ADVANCEMENT SERVICES | 40.00 | 0 | 68521 | 3473 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 280588 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1086834 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 131910 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 198149 | FundraisingEvents |
| All Other Contributions | 6753941 | AllOtherContributions |
| Noncash Contributions | 588337 | NoncashContributions |
| Total Contributions | 6952090 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 292914 | TotalRevenueColumn |
| Exclusion | $292,914 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14836 | TotalRevenueColumn |
| Exclusion | $14,836 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197318 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197318 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197318 | TotalRevenueColumn |
| Exclusion | $197,318 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 65004 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 198149 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 99156 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34152 | TotalRevenueColumn |
| Exclusion | -$34,152 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 461122 | $461,122 |
| SPONSORSHIPS | 900099 | 127943 | $127,943 |
| GOOD AND SERVICES | 900099 | 81076 | $81,076 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50548 | TotalRevenueColumn |
| Exclusion | $50,548 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 720689 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8143695 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,191,605 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392622 | Total |
| Program Services | 1392622 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2518932 | Total |
| Program Services | 2518932 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144998 | Total |
| Management And General | 30174 | ManagementAndGeneral |
| Fundraising | 114824 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1801935 | Total |
| Program Services | 1027103 | ProgramServices |
| Management And General | 576619 | ManagementAndGeneral |
| Fundraising | 198213 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66693 | Total |
| Program Services | 28011 | ProgramServices |
| Management And General | 26010 | ManagementAndGeneral |
| Fundraising | 12672 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216316 | Total |
| Program Services | 90853 | ProgramServices |
| Management And General | 84363 | ManagementAndGeneral |
| Fundraising | 41100 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27705 | Total |
| Program Services | 11636 | ProgramServices |
| Management And General | 10805 | ManagementAndGeneral |
| Fundraising | 5264 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132446 | Total |
| Fundraising | 132446 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387904 | Total |
| Management And General | 387904 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411496 | Total |
| Program Services | 411496 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72806 | Total |
| Program Services | 63341 | ProgramServices |
| Management And General | 2912 | ManagementAndGeneral |
| Fundraising | 6553 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460506 | Total |
| Program Services | 175079 | ProgramServices |
| Management And General | 285427 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449101 | Total |
| Program Services | 422670 | ProgramServices |
| Management And General | 26431 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204342 | Total |
| Program Services | 191265 | ProgramServices |
| Management And General | 13077 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1052185 | Total |
| Program Services | 925923 | ProgramServices |
| Management And General | 126262 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10668 | Total |
| Management And General | 10668 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLIC RELATIONS | Description |
| Total | 102577 | Total |
| Program Services | 76933 | ProgramServices |
| Management And General | 4103 | ManagementAndGeneral |
| Fundraising | 21541 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9453232 | Total |
| Program Services | 7335864 | ProgramServices |
| Management And General | 1584755 | ManagementAndGeneral |
| Fundraising | 532613 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362284 | BOY |
| EOY | 418647 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9769252 | BOY |
| EOY | 7903577 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3325824 | BOY |
| EOY | 3265365 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3484007 | BOY |
| EOY | 3801987 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22210 | BOY |
| EOY | 12515 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7445791 | BOY |
| EOY | 10256568 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69962971 | BOY |
| EOY | 65783044 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99962 | BOY |
| EOY | 383259 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94472301 | BOY |
| EOY | 91824962 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170025 | BOY |
| EOY | 401425 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611214 | BOY |
| EOY | 285901 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 781239 | BOY |
| EOY | 687326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576237 | BOY |
| EOY | 843996 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15701121 | BOY |
| EOY | 15404856 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77413704 | BOY |
| EOY | 74888784 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93691062 | BOY |
| EOY | 91137636 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94472301 | BOY |
| EOY | 91824962 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1309537 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1243889 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12881064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6564735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6052716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9201356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6952090 | CurrentTaxYear |
| Total | 41651961 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12881064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6564735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6052716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9201356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6952090 | CurrentTaxYear |
| Total | 41651961 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 312445 | AmountsSubstContributorsTotal |
| Public Support Total170 | 41339516 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 927138 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 273082 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 352946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 292914 | CurrentTaxYear |
| Total | 2095885 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43747846 | TotalSupport |
| Public Support Pertcentage170 | 0.94490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,574 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5574 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE UNF OFFICE OF GOVERNMENTAL RELATIONS DEVELOPS AND IMPLEMENTS 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 REPORTS TO THE UNF COMMUNITY IMPORTANT LEGISLATIVE, GOVERNANCE, AND POLICY ISSUES THAT THAT SPECIFICALLY IMPACT UNF OR PUBLIC HIGHER EDUCATION. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77413704 | BeginningOfYearBalance |
| Contributions | 3029264 | Contributions |
| Investment Earnings Or Losses | -1513040 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2682389 | GrantsOrScholarships |
| Administrative Expenses | 1358755 | AdministrativeExpenses |
| End Of Year Balance | 74888784 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69228180 | BeginningOfYearBalance |
| Contributions | 4489673 | Contributions |
| Investment Earnings Or Losses | 7926687 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1679280 | GrantsOrScholarships |
| Other Expenditures | 1241022 | OtherExpenditures |
| Administrative Expenses | 1310534 | AdministrativeExpenses |
| End Of Year Balance | 77413704 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66385006 | BeginningOfYearBalance |
| Contributions | 2064351 | Contributions |
| Investment Earnings Or Losses | 5812306 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2025993 | GrantsOrScholarships |
| Other Expenditures | 1738671 | OtherExpenditures |
| Administrative Expenses | 1268819 | AdministrativeExpenses |
| End Of Year Balance | 69228180 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95209237 | BeginningOfYearBalance |
| Contributions | 2660903 | Contributions |
| Investment Earnings Or Losses | -27179819 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2114720 | GrantsOrScholarships |
| Other Expenditures | 1085385 | OtherExpenditures |
| Administrative Expenses | 1105210 | AdministrativeExpenses |
| End Of Year Balance | 66385006 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 41969124 | F |
| PRIVATE EQUITY | 23813920 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 65783044 | TotalOfBookValueSecurities |
| Total Revenue | 8143695 | TotalRevenue |
| Total Expenses | 9453232 | TotalExpenses |
| Excess Or Deficit For Year | -1309537 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1243889 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1243889 | TotalAdjustments |
| Excess Or Deficit Per FS | -2553426 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6611058 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1243889 | NetUnrealizedGainsInvestments |
| Other Revenues | 99156 | OtherRevenues |
| Revenue Not Rptd F990 | -1144733 | RevenueNotRptdF990 |
| Revenue Subtotal | 7755791 | RevenueSubtotal |
| Other Revenues Not Included | 387904 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 387904 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8143695 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9164484 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 99156 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 99156 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9065328 | ExpensesSubtotal |
| Other Expenses Not Included | 387904 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 387904 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9453232 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE USES FOR THE UNF FOUNDATION ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD, PROFESSORSHIPS, EDUCATIONAL PROGRAMS, RESEARCH, AND TECHNOLOGY ENHANCEMENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2011. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2008, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 99,156. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 387,904. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 99,156. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 387,904. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT CALL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 213941 | GrossReceipts |
| Amount Retained By Contractor | 132446 | AmountRetainedByContractor |
| Net To Organization | 81495 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 213941 | TotalGrossReceipts |
| Total Retained By Contractors | 132446 | TotalRetainedByContractors |
| Total Net To Organization | 81495 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 133263 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 121464 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11799 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 36864 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 11350 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8970 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 53875 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46325 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7550 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 353 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 4209 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 4234 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 76015 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 30360 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 45655 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1190 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 8181 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 15802 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 7748 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 255 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 263153 | GrossReceiptsTotal |
| Charitable Contributions Total | 198149 | CharitableContributionsTotal |
| Gross Revenue Total Events | 65004 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1190 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 8181 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 16155 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 48821 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 11350 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13459 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 99156 | DirectExpenseSummaryEvents |
| Net Income Summary | -34152 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH FLORIDA | ||||||||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | 592976169 | IRC 115 | 1165930 | 220972 | FMV | EQUIPMENT | UNIVERSITY OPERATIONS |
| MUSEUM OF CONTEMPORARY ART JACKSONVILLE INC | ||||||||||
| 333 NORTH LAURA STREET | JACKSONVILLE | FL | 32202 | 590689705 | 501(C)(3) | 5720 | OPERATIONAL SUPPORT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 900 | 2061706 |
| FELLOWSHIPS | 9024 | |
| FIRST GENERATION SCHOLARSHIPS | 375 | 375000 |
| OTHER EDUCATIONAL PRIZES AND AWARDS | 73202 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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.). THE ACCOUNT FUND MANAGER ADVERTISES THE SCHOLARSHIP AND RECEIVES THE STUDENT'S INFORMATION BASED ON THE CRITERIA. FOUNDATION ACCOUNTING REVIEWS THE SCHOLARSHIP AWARD AND SUPPORTING DOCUMENTATION TO ENSURE COMPLIANCE PRIOR TO FORWARDING TO THE UNIVERSITY ENROLLMENT SERVICES PROCESSING. FOR FURTHER REVIEW, ENROLLMENT SERVICES 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. OUTSTANDING ALUMNI AWARD IS PROVIDED BY ALUMNI SERVICES AT EACH GRADUATION BASED ON THE GRADUATE SELECTED BY THE COMMITTEE. ACCOUNT FUND MANAGER ADVERTISES IN THE LOCAL PAPER FOR NOMINATIONS FOR THE OUTSTANDING TEACHER AWARD. COLLEGE OF EDUCATION AND HUMAN SERVICES COMMITTEE REVIEWS THE APPLICATIONS RECEIVED FROM THE TEACHER NOMINEES. ANNUALLY AT LEAST FOUR (4) AWARDS ARE PROVIDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A DELANEY | |||||||||||||
| 144998 | 225002 | 0 | 111000 | 131590 | 0 | 0 | 44000 | 4721 | 7065 | 281309 | 387067 | 0 | 0 |
| PIERRE N ALLAIRE | |||||||||||||
| 0 | 181833 | 4000 | 0 | 0 | 0 | 0 | 45265 | 6506 | 2265 | 10506 | 229363 | 0 | 0 |
| SHARI A SHUMAN | |||||||||||||
| 0 | 205933 | 0 | 0 | 0 | 1179 | 0 | 0 | 0 | 4255 | 0 | 211367 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | JOHN DELANEY, THE UNF PRESIDENT, AN OFFICER FOR UNFFC, RECEIVES ANNUAL BONUS PAYMENTS FOR PERFORMANCE. THE PERFORMANCE IS DETERMINED AFTER YEAR-END AND PAID BY RELATED ORGANIZATION UNF TRAINING & SERVICES INSTITUTE, INC. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61554 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 324 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 53028 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3255 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SOFTWARE | 1 | 373850 | FMV |
| X | EQUIPMENT | 8 | 29802 | FMV |
| X | EDUCATION MATERIALS | 2 | 5938 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY A PAID PREPARER. THE FINAL DRAFT WAS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS WITH THE FOUNDATION'S STAFF. AFTER BOARD APPROVAL, THE RETURN WAS 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 | 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/RESPONSIBILITIES 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 UNF GENERAL COUNSEL. THE UNF FOUNDATION BOARD APPROVES ITS SHARE OF THE SALARY PACKAGE DURING THE ANNUAL BUDGET PROCESS. | |
| 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. ADDITIONALLY, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/FOUNDATION/ AUDITED_REPORTS/AUDITED_REPORTS.ASPX. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,243,889. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 11B, II | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| UNF FINANCING CORPORATION INC | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 421683752 | SUPPORT | FL | 501(C)(3) | 0 | LINE 11B, II | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| MUSUEM OF CONTEMPORARY ART JACKSONVILLE | |||||||||||
| 1 UNF DRIVE UNF HALL SUITE 2900 | JACKSONVILLE | FL | 32224 | 590689705 | MUSEUM | FL | 501(C)(3) | 0 | LINE 9 | UNIVERSITY OF NORTH FLORIDA (59-2976169) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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