UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC (EIN 59-3086453)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-14
- IRS object ID
- 201213499349300111
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-14T09:18:37-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 W MORSE BLVD SUITE 200 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 327893750 | 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 | 593086453 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1 |
| Business Name Line2 | RESEARCH FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4078821113 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12201 RESEARCH PARKWAY NO 501 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS O'NEAL | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 4078821113 | Phone |
| Date Signed | 2012-12-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL E FELSING CPA | Name |
| PTIN | P00448204 | PTIN |
| Phone | 4076447455 | 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 | DR MJ SOILEAU | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTRAL FLORIDA BLVD MILLICAN | AddressLine1 |
| Address Line2 | HALL 243 | AddressLine2 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5694222 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RESEARCH.UCF.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT THE RESEARCH AND SPONSORED PROGRAM ACTIVITIES OF FACULTY, STAFF, AND STUDENTS WHILE PROVIDING HIGH QUALITY ADMINISTRATIVE, FISCAL AND SUPPORT SERVICES IN A USER-FRIENDLY AND EFFICIENT MANNER. ALSO CREATES AND DEVELOPS OPPORTUNITIES TO INCREASE SPONSORED PROGRAM ACTIVITY, PROTECTS UNIVERSITY-DEVELOPED INTELLECTUAL PROPERTY, AND MAXIMIZES THE UTILIZATION OF RESEARCH RESULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 884219 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 641869 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3311791 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4034689 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40261 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 967286 | OtherRevenuePriorYear |
| Other Revenue Current Year | 977403 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5222681 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5694222 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5531265 | OtherExpensePriorYear |
| Other Expenses Current Year | 5697540 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5531265 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5697540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -308584 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3318 | RevenuesLessExpensesCY |
| Total Assets BOY | 20030995 | TotalAssetsBOY |
| Total Assets EOY | 20277005 | TotalAssetsEOY |
| Total Liabilities BOY | 4663086 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4975053 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15367909 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15301952 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SUPPORT THE RESEARCH AND SPONSORED PROGRAM ACTIVITIES OF FACULTY, STAFF, AND STUDENTS WHILE PROVIDING HIGH QUALITY ADMINISTRATIVE, FISCAL AND SUPPORT SERVICES IN A USER-FRIENDLY AND EFFICIENT MANNER. ALSO CREATES AND DEVELOPS OPPORTUNITIES TO INCREASE SPONSORED PROGRAM ACTIVITY, PROTECTS UNIVERSITY-DEVELOPED INTELLECTUAL PROPERTY, AND MAXIMIZES THE UTILIZATION OF RESEARCH RESULTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5667704 | Expense |
| Revenue | 4034689 | Revenue |
| Description | THE DEVELOPMENT OF RESEARCH AND THE PROVISION OF BUILDINGS FOR SUCH RESEARCH ACTIVITIES. TO PROVIDE A MEANS BY WHICH INVENTIONS AND COPYRIGHTABLE MATERIALS MAY BE DEVELOPED, PATENTED, APPLIED AND UTILIZED. | Description |
| Total Program Service Expense | 5667704 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | 0 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JACOBS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4078821113 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12201 RESEARCH PARKWAY NO 501 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR MJ SOILEAU | ||||||
| PRES/DIRECTOR | 1.00 | X | X | 0 | 261505 | 33310 |
| DR DAN RINI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR JOE WALLACE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR PAT CHRISTIANSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MS MARNI SPENCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR DANIEL P KELLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR CHARLES HARRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR MARCOS MARCHENA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR WILLIAM MERCK II | ||||||
| DIRECTOR | 1.00 | X | 0 | 276463 | 39183 | |
| MS BETSY GRAY | ||||||
| SECRETARY | 40.00 | X | 0 | 73617 | 12359 | |
| DR THOMAS O'NEAL | ||||||
| VICE PRESIDENT | 8.00 | X | 0 | 224138 | 35301 | |
| MR EDWARD JACOBS | ||||||
| TREASURER | 12.00 | X | 0 | 77110 | 20181 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 912833 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 140334 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSCEOLA DEVELOPMENT GROUP LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1136 NEW YORK AVE | AddressLine1 |
| City | ST CLOUD | City |
| State | FL | State |
| ZIP Code | 34769 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | RENT EXPENSE - INCUBATOR | DescriptionOfServices |
| Compensation | 393208 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 641869 | AllOtherContributions |
| Total Contributions | 641869 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT & GRANTS | 541700 | 2964648 | 2964648 |
| RESEARCH INITIATIVES | 541700 | 1070041 | 1070041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4034689 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40261 | TotalRevenueColumn |
| Exclusion | $40,261 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 559455 | TotalRevenueColumn |
| Related Or Exempt Function Income | 559455 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 900099 | 165991 | 165991 |
| REIMBURSE OF PATENT MA | 900099 | 161122 | 161122 |
| F&A INCOME | 900099 | 64335 | 64335 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 417948 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5694222 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5012092 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $40,261 | ExclusionAmount |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14200 | Total |
| Management And General | 14200 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8915 | Total |
| Management And General | 8915 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543 | Total |
| Management And General | 543 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326219 | Total |
| Program Services | 326219 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69659 | Total |
| Program Services | 69659 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522600 | Total |
| Program Services | 522600 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6178 | Total |
| Management And General | 6178 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CONTRACTS & GRANT EXPEN | 2964648 | 2964648 |
| RESEARCH INITIATIVES | 878006 | 878006 |
| CONTRIBUTIONS EXPENSE | 697630 | 697630 |
| ORC-SPONSORED ACTIVITIE | 208942 | 208942 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5697540 | Total |
| Program Services | 5667704 | ProgramServices |
| Management And General | 29836 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6489640 | BOY |
| EOY | 7335299 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657559 | BOY |
| EOY | 636488 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53544 | BOY |
| EOY | 57921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13065000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1175850 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12411750 | BOY |
| EOY | 11889150 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338238 | BOY |
| EOY | 274949 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80264 | BOY |
| EOY | 83198 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20030995 | BOY |
| EOY | 20277005 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1448334 | BOY |
| EOY | 1577107 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3214752 | BOY |
| EOY | 3397946 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4663086 | BOY |
| EOY | 4975053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14730746 | BOY |
| EOY | 14720550 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637163 | BOY |
| EOY | 581402 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15367909 | BOY |
| EOY | 15301952 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20030995 | BOY |
| EOY | 20277005 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3318 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -62639 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592924021 | EIN |
| Type Of Organization | 5 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $4,379,293 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 4379293 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2613000 | OtherCostOrOtherBasis |
| Book Value | 2613000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10452000 | OtherCostOrOtherBasis |
| Depreciation | 1175850 | Depreciation |
| Book Value | 9276150 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11889150 | TotalOfBookValueLandBuildings |
| Total Revenue | 5694222 | TotalRevenue |
| Total Expenses | 5697540 | TotalExpenses |
| Excess Or Deficit For Year | -3318 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -62639 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -62639 | TotalAdjustments |
| Excess Or Deficit Per FS | -65957 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6046559 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -62639 | NetUnrealizedGainsInvestments |
| Other Revenues | 414976 | OtherRevenues |
| Revenue Not Rptd F990 | 352337 | RevenueNotRptdF990 |
| Revenue Subtotal | 5694222 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5694222 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6112514 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 414974 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 414974 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5697540 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5697540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XII, LINE 2D - NET ASSETS RELEASED FROM RESTRICTION $414,974 PART XIII, LINE 2D - NET ASSETS RELEASED FROM RESTRICTION $414,974 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MJ SOILEAU | |||||||||||||
| 0 | 261505 | 0 | 0 | 0 | 0 | 20328 | 0 | 12982 | 0 | 33310 | 261505 | 0 | 0 |
| MR WILLIAM MERCK II | |||||||||||||
| 0 | 276463 | 0 | 0 | 0 | 0 | 23151 | 0 | 16032 | 0 | 39183 | 276463 | 0 | 0 |
| DR THOMAS O'NEAL | |||||||||||||
| 0 | 224138 | 0 | 0 | 0 | 0 | 21975 | 0 | 13326 | 0 | 35301 | 224138 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | PART III | THROUGH THE RELATED ORGANIZATION THAT EMPLOYS THEM, THE INDIVIDUALS REPORTED IN PART VII OF FORM 990 AND IN SCHEDULE J (FORM 990) GENERALLY PARTICIPATE IN THE FLORIDA RETIREMENT SYSTEM (FRS), A MULTI-EMPLOYER RETIREMENT SYSTEM CREATED UNDER CHAPTER 121 OF THE FLORIDA STATUTES AND ADMINISTERED BY THE FLORIDA DIVISION OF RETIREMENT. AS STATED ON THE WEBSITE OF FRS, IT IS FUNDED BY CONTRIBUTIONS PAID BY EMPLOYERS, BASED ON A PERCENTAGE OF THE EMPLOYEES' SALARIES. THE RATE OF CONTRIBUTIONS REQUIRED IS DETERMINED BY AN ACTUARIAL CONSULTING FIRM TO ASSURE COMPLIANCE WITH THE REQUIREMENTS OF THE CONSTITUTION OF THE STATE OF FLORIDA. THE INSTRUCTIONS FOR FORM 990 INDICATE THAT PART VII AND SCHEDULE J SHOULD INCLUDE A REASONABLE ESTIMATE OF THE INCREASE IN THE ACTUARIAL VALUE OF ANY QUALIFIED OR NONQUALIFIED RETIRMENT ACCRUALS UNDER A DEFINED BENEFIT PLAN. FRS HAS STATED THAT SUCH INFORMATION CURRENTLY IS NOT AVAILABLE FOR PARTICIPANTS IN ITS PLAN. THEREFORE, THE AMOUNTS REPORTED IN PART VII AND SCHEDULE J, AS APPROPRIATE, INCLUDE THE CONTRIBUTION PAID BY THE RELATED ORGANIZATION AS ITS CONTRIBUTION ON BEHALF OF THE NAMED INDIVIDUAL. THIS AMOUNT IS CONSIDERED THE BEST REASONABLE ESTIMATE OF INFORMATION REQUIRED IN THE FORM 990 AND RELATED SCHEDULES. |
| SUPPLEMENTAL INFORMATION | PART III | ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION, THEREFORE THE RELATED ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION THAT IS PAID TO OFFICERS AND DIRECTORS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINI TECHNOLOGIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR | Relationship |
| Amount Of Transaction | 64728 | AmountOfTransaction |
| Description Of Transaction | ROYALTY PAYMENT FROM LICENSE AGREEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO SUBCOMMITTIES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WAS SENT VIA EMAIL TO THE GOVERNING BOARD AND MANAGEMENT AND DISCUSSED AT A BOARD MEETING PRIOR TO FILING THE RETURN WITH THE IRS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -62,639. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C EXPLANATION | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION, THEREFORE THE RELATED ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION THAT IS PAID TO OFFICERS AND DIRECTORS. | OFFICER COMPENSATION |
| FORM 990, PART VII, SECTION A, LINE 1 | ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION, THEREFORE THE ORGANIZATION ITSELF DOES NOT RETAIN OR HAVE ACCESS TO COPIES OF THE W-2S FOR COMPENSATED OFFICERS AND DIRECTORS. THE AMOUNTS REPORTED IN PART VII ARE CALENDAR YEAR NUMBERS PROVIDED BY THE RELATED ORGANIZATION, HOWEVER, THEY MAY NOT MATCH THE W-2 AND THE ORGANIZATION HAS NO WAY TO VERIFY IF THEY DO MATCH THE W-2. THE HOURS REFLECTED ON PART VII, SECTION A RELATE TO THE TIME SPENT BY THE OFFICERS/DIRECTORS ON UCF RESEARCH FOUNDATION. THEIR COMPENSATION IS FROM A RELATED ORGANIZATION TAHT THE OFFICERS/DIRECTORS WORK FULL-TIME FOR. | OFFICER COMPENSATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCF RESEARCH FOUNDATION REAL ESTATE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12201 RESEARCH PARKWAY SUITE 501 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 328263257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | -522600 | TotalIncome |
| EOY Assets | 11889150 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTRAL FLORIDA BLVD | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592924021 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 170(B) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | |
| C | 225935 |
| UNIVERSITY OF CENTRAL FLORIDA | |
| M | 0 |
| UNIVERSITY OF CENTRAL FLORIDA | |
| N | 0 |
| UNIVERSITY OF CENTRAL FLORIDA | |
| O | 0 |
| UNIVERSITY OF CENTRAL FLORIDA | |
| P | 1400 |
Comments