2012-05-15T16:46:21-05:00 2011-06-30 Capin Crouse LLP 972 Emerson Parkway-Ste A Greenwood IN 46143 990 2010-07-01 590624364 Barry University Inc BARR 3058993050 11300 NE 2nd Avenue Miami Shores FL 331616695 Bruce Edwards 3058993050 2012-05-15 1 Dave Moja 3178852620 2010 2016-02-24 21:20:13Z Bruce Edwards 11300 NE 2nd Avenue Miami Shores FL 331616695 208556242 0 0928 X http://www.barry.edu X 1940 FL Barry University is a Catholic institution of higher education grounded in the liberal arts tradition, fostering a scholarly community commited to the highest academic standards in undergraduate, graduate, and professional education in the Catholic intellectual life faithful to this tradition. 32 31 3466 4783 71159 0 5243439 5964385 142273722 192843246 13685 1190555 3726653 3967948 151257499 203966134 0 45961723 0 0 82950407 89369598 0 0 2242820 55989151 57985013 138939558 193316334 12317941 10649800 162617342 180859311 79061658 80298838 83555684 100560473 X Barry University is a Catholic institution of higher education founded in 1940 by the Adrian Dominican Sisters. Grounded in the liberal arts tradition, Barry University is a scholarly community commited to the highest academic standards in undergraduate, graduate and professional education in the Catholic intellectual life faithful to this tradition. A Barry education and university experience foster individual and communal transformation where learning leads to knowledge and truth, reflection leads to informed action, and a commitment to social justice leads to collaborative service. Barry Univeristy provides opportunities for affirming our Catholic identity, Dominican heritage, and collegiate traditions. Catholic beliefs and values are enriched by ecumenical and interfaith dialogue through worship and ritual, we celebrate our religious identity while remaining a univeristy community where all are welcome. 0 0 130945503 45961723 178846230 Instructional services to graduate and undergraduate students: Barry University offers more than 100 undergraduate, graduate, professional, and doctoral programs to approximately 9,000 full and part-time students at multiple sites through the state of Florida. 24665919 14923837 Student services: the student affairs division of Barry University adheres to the philosophy that students succeed when all aspects of their development are at optimum level. To this end, the Student Affairs staff stands ready to serve as a support system for Barry students. The services available include the bookstore, campus ministry, career services, commuter student affairs, leadership and transition, commencement, counseling and psychological, dining, disability, health, intercultural center, public safety, residential life, student activities, student union, and volunteer and community services. 12402751 2294447 Academic support: Barry University offers academic support to students as it relates to library, computer, and learning center support. The Monsignor William Barry Memorial Library includes more than 950,000 items, 1,300 journal subscriptions, including over 700 journals in electronic full text. A significant strength is the excellent American Catholic collection. The Barry Library Information Services System Web (BLISSWeb) is the computerized online catalog of the library's holdings. BLISSWeb can be searched from terminals and computers in the library, computer labs, dorms, and offices across campus as well as at home and off-campus sites. The Library is a member of SEFLIN (South East Florida Library Information Netowrk), the Online Computer Library Center (OCLC), a national library network, and Southeastern Library Network (SOLINET). The Barry University Dwayne O. Andreas School of Law Library holds over 180,000 volumes and 1,600 subscriptions. There is availability to a networked facility including wired carrels and tables. It is open to the Orlando legal community also, the librarians are law trained. 168014173 1 1 0 1 0 1 1 1 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 11879 0 1 3466 1 1 1 1 VI 0 0 0 1 1 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 FL X Judith Penate 3058994042 11300 NE 2nd Avenue Miami Shores FL 331616695 X Gerald W Moore Esq 1.00 X 0 0 0 John M Bussel 1.00 X 0 0 0 Michael O O'Neil Jr 1.00 X 0 0 0 Patricia M Rosello 1.00 X 0 0 0 Robert B Galt III Esq 1.00 X 0 0 0 Alejandro Aguirre 1.00 X 0 0 0 Charles R Modica JD 1.00 X 0 0 0 Christopher J Gruchaca 1.00 X 0 0 0 Donald S Rosenberg Esq 1.00 X 0 0 0 Eduardo A Otero MD 1.00 X 0 0 0 Gregory F Greene 1.00 X 0 0 0 Joel H Sharp Jr Esq 1.00 X 0 0 0 Jorge A Gross CPA 1.00 X 0 0 0 Joseph P Klock Jr Esq 1.00 X 0 0 0 Keith B Kashuk DPM 1.00 X 0 0 0 Luigi Salvaneschi PhD 1.00 X 0 0 0 Nelson L Adams III MD 1.00 X 0 0 0 Dr Neta Kolasa 1.00 X 0 0 0 Olga Melin 1.00 X 0 0 0 Shirley McVay Wiseman 1.00 X 0 0 0 Sr Corinne Sanders OP EdD 1.00 X 0 0 0 Sr Rosemary T Finnegan OP 1.00 X 0 0 0 Sr Sharon Weber OP PhD 1.00 X 0 0 0 Patricia L Clements PhD 1.00 X 0 0 0 John Primeau 1.00 X 0 0 0 Edward Feenane 1.00 X 0 0 0 Rev Chanel Jeanty JCL 1.00 X 0 0 0 Maura Owens 1.00 X 0 0 0 James Stelnicki DPM 1.00 X 0 0 0 William J Heffernan 1.00 X 0 0 0 Smilka Melgoza 1.00 X 0 0 0 Aletha Player 1.00 X 0 0 0 Bruce Edwards 40.00 X 251685 0 29017 Linda M Peterson 40.00 X 196305 0 24499 David Dudgeon 40.00 X 116475 0 0 Sr Linda Bevilacqua OP PhD 40.00 X 0 0 27857 Ann Paton 40.00 X 209814 0 25875 Leticia Diaz 40.00 X 206450 0 25015 Pegge Bell 40.00 X 183053 0 17041 Michael Griffin 40.00 X 167401 0 24142 James W Losito 40.00 X 215741 0 18174 John P Nelson 40.00 X 191067 0 24625 John McFadden 40.00 X 190416 0 20741 Claudette Spalding 40.00 X 182109 0 21294 Tomislav Mandakovic 40.00 X 176998 0 22629 Sr Jeanne O'Laughlin OP X 0 0 5722 2287514 0 280909 12 0 1 0 Turner Construction 1000 NW 57 Ct Miami FL 33126 Construction Consulting 2093804 50 States PO Box 611118 N Miami FL 33161 Security 1693877 Hanbury Evans PO Box 3518 Norfolk VA 23514 Consultant 491044 New Living Construction 1835 E Hallandale Beach Blvd Hallandale FL 33009 Construction Consulting 473471 Infinity Roofing 1150 SW 10 Ave Pompano Beach FL 33069 Construction Consulting 334395 12 34800 4688660 1240925 5964385 TUITION AND FEES 900099 180828850 180828850 AUXILLIARY ENTERPRISES 900099 11466274 11466274 PODIATRIC CLINIC 900099 548122 548122 192843246 481958 481958 724316 724316 724316 724316 5043779 4335182 708597 708597 708597 206131 34800 254926 -48795 -48795 Reimbursements 900099 1104728 1104728 Student fees 900099 1096082 1096082 Other Revenue 900099 766592 766592 325025 253866 71159 3292427 203966134 196064514 71159 1866076 45961723 45961723 1772347 582320 976723 213304 70255904 61403312 7698075 1154517 6633251 5871321 631987 129943 5366382 4703458 555621 107303 5341714 4727959 509117 104638 383828 383828 311935 311935 211347 211347 71051 71051 1486591 108419 1375922 2250 11060252 9739390 1113944 206918 7706 7706 255214 255214 4203137 3769197 335832 98108 52291 10387 41904 2930269 2804247 126022 5175377 4738790 436587 2580349 215318 2365031 Repairs & Maintenance 14096078 12763750 1266775 65553 Miscellaneous 5503954 3066257 2433333 4364 Other Fees 4865913 3070264 1738807 56842 Food Service 3331724 3193887 94486 43351 Purchase Books/Member. 805778 581968 209985 13825 652219 457379 194840 193316334 168014173 23059341 2242820 29980127 35691662 6916914 2396645 3447725 2826030 5384449 4885267 1491586 2412463 7152239 7954098 172303336 76153505 89826551 96149831 14798676 22084491 3972854 3619075 2485970 162617342 180859311 7963837 10453541 530901 462600 50057018 48666326 70803 102150 12238278 12260583 8200821 8353638 79061658 80298838 X 63925737 81337096 6642797 6092165 12987150 13131212 83555684 100560473 162617342 180859311 X 10649800 6354989 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 75 0 0 1 211272 0 0 211347 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: Between July 1, 2010 and June 30, 2011, Barry University, as a member of the Independent Colleges and Universities of Florida (ICUF), advocated for legislation that would expand federal and state funding for independent colleges and universities. Furthermore, as a member of the Hispanic Association of Colleges and Universities, Barry appealed to members of Congress to support funding for Hispanic-serving institutions and increase funding for institutions of higher education, generally as a member of the National Association of Independent Colleges and Universities, Barry University advocated for legislation at the national level for independent higher education. Similar public policy activity occurred at the state level. Specifically, at the federal level, lobbying activities occurred related to defense, energy and water, labor, health and human services, education and transportation/HUD within the state of Florida, the President of Barry University contacted members of legislation in person, via email and U.S. mail in support of ICUF priority legislation. In addition, a team of Barry volunteers visited the Capitol, meeting legislature in person, also in support of ICUF priority legislation. X 1 1 40.00 3000 186476 X 0 0 1 25087384 94164 2750097 0 1119264 26812381 24924787 134063 60970 4625 27811 25087384 28377879 205861 -3444348 176981 37624 24924787 0.14450 0.48980 0.36570 0 0 650000 6061877 6711877 3407406 104070839 37410359 70067886 888212 647104 241108 43016085 34727919 8288166 14208917 3368123 10840794 96149831 STUDENT DEPOSITS 4524753 OTHER 3828885 8353638 Description of How Organization Reports Conservation Easements: Part II, Line 9: The University records the easement in its statement of financial position as part of the cost of the land purchased for the University's law school in Orlando. Part IV, Line 2b: The University acts as a custodian for funds held in trust until death of donor at which time, the funds will transfer to the University. Description of Intended Use of Endowment Funds: Part V, Line 4: The University's unrestricted endowments are restricted by the University's Board of Trustees. The Board can appropriate as much of the net appropriation on board-designated endowments as is prudent considering the University's present and anticipated financial requirements, expected total return on investments, price level trends, and general economic conditions. The income derived from permanently restricted endowed funds is to be used for various programs sponsored by the University in accordance with the donor's wishes and is classified as unrestricted or temporary restricted net assets, in accordance with the donor's wishes. Description of Uncertain Tax Positions Under FIN 48: Part X: The University follows the provisions of ASC 740, Income Taxes, and has determined that as of June 30, 2011 and 2010, the University has no material unrecognized tax benefits. The University does not expect that unrecognized tax benefits will materially increase within the next twelve months. 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 publicity requirements of rev proc 75-50, 1975-2 c b 587 is satisfied by complying with section 4.02 as to statement of policy. The University draws its students from local communities and follows a racially nondiscriminatory policy as to students. It currently enrolls students of racial minority groups in meaningful number. Explanation of Government Financial Assistance Schedule E, Part I, Line 6 Barry University receives assistance from Title IV programs including PELL, SEOG, CWSP, ETC. Golf Tournament 150125 34800 115325 1250 16902 18000 17461 5496 Phonathon 80806 80806 395 144245 1 10000 10000 2285 28314 20576 240931 34800 206131 1250 16902 20285 46170 170317 254924 -48793 1 Student Scholarships/Awards 11660 45961723 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The University awards grants, scholarships & student loans based on various, predefined criteria. Students must qualify for the assistance. Student enrollment and continuing eligibility are verified on an ongoing basis. Any amounts in excess of $600.00 are reported on Form 1098-T. X 1 1 X X 0 0 0 1 0 0 0 0 0 Bruce Edwards 251685 0 0 0 0 0 23077 0 5940 0 280702 0 0 0 Linda M Peterson 196305 0 0 0 0 0 18856 0 5644 0 220805 0 0 0 Ann Paton 209814 0 0 0 0 0 20064 0 5811 0 235689 0 0 0 Leticia Diaz 206450 0 0 0 0 0 19491 0 5524 0 231465 0 0 0 Pegge Bell 183053 0 0 0 0 0 16906 0 135 0 200094 0 0 0 Michael Griffin 167401 0 0 0 0 0 16241 0 7900 0 191542 0 0 0 James W Losito 215741 0 0 0 0 0 8635 0 9539 0 233915 0 0 0 John P Nelson 191067 0 0 0 0 0 15382 0 9243 0 215692 0 0 0 John McFadden 190416 0 0 0 0 0 15097 0 5644 0 211157 0 0 0 Claudette Spalding 182109 0 0 0 0 0 15651 0 5644 0 203404 0 0 0 Tomislav Mandakovic 176998 0 0 0 0 0 16986 0 5644 0 199628 0 0 0 Part I, Line 5 PHYSICIANS IN SCHOOL OF PODIARTY RECEIVED A PERCENT OF GROSS RECEIPTS OF THE TEACHING CLINICS. Pinellas County Education Facility 596000800 723161FP5 2007-10-24 10000000 See Schedule O 0 0 0 9293875 300922 6959558 2739520 2008 0 0 1 1 0 0 0 0 0 1 0 1 1 BANK OF AMERICA 20.000000000000 0 0 0 0 Schedule K, Part I, Column (f) Purpose of Issue Description Pinellas County Educational Facility - The purpose of the bond issue is to fund the construction of a building and the equipment for the Institute of Community Health & Minority Medicine, a graduate medical science building, which will provide office space for faculty, classroom space for students and house various health programs, and related improvements of the University, and refinance a loan dated May 7, 2004 from Bank of America, N.A. to the Univeristy in the original amount of $7,300,000 and pay costs of issuing the series 2007 bonds. Leslie Edwards Wife of VP, Bruce Edwards 36514 W-2 Wages 0 Matthew Heffernan Brother of Board member, William Heffernan 40030 W-2 Wages 0 Form 990, Part VI, Section B, line 11 Barry University uses the following process to review the Form 990. An external tax firm prepares the return with input from the University's controller. The Vice President of Business and Finance reviews, approves, and signs the return. The external tax firm electronically files the return on or before the due date including extensions. Form 990, Part VI, Section B, line 12c On an annual basis, under the conflict of interest policy, each covered person shall execute an annual disclosure statement disclosing the facts related to any covered relationship. Ongoing: a covered person shall disclose the existence and nature of any covered relationship and all material facts prior to the consideration of a proposed transaction or arrangement by the board (for a trustee or the president) or the ECA (executive committee of the administration) (for covered persons not trustees). In the event that a potential conflict of interest arises at a board meeting for a trustee or the president, then the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the board in the event that a potential conflict of interest arises outside a board meeting and/or for a covered person not a trustee, then the covered person having such a covered relationship in any matter shall disclose any material facts as to such covered relationship to the ECA. After disclosure by a trustee or the president to the board of a covered relationship and all material facts, and after any discussion with the covered person, he/she shall leave the board meeting while the determination of a conflict of interest is discussed and voted upon. After disclosure by anyone other than a trustee to the ECA of a covered relationship and all material facts, and after any discussion with the covered person, the ECA will discuss and vote upon the determination of a conflict of interest. A covered person that is a trustee or the president may make a presentation to the board, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the financial transaction or arrangement that causes a conflict of interest. The chairperson of the board, if appropriate in his/her discretion, may appoint a disinterested person or committee to investigate alternatives to the proposed financial transaction or arrangement. After exercising due diligence, the board shall determine whether the University can obtain a more advantageous financial transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous financial transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board shall determine by a super majority vote of the disinterested directors whether the financial transaction or arrangement is in the university's best interest and for its own benefit and whether the financial transaction is fair and reasonable to the university and shall make its decision as to whether to enter into the financial transaction or arrangement in conformity with such determination. A covered person (not a trustee) may make a presentation to the ECA, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the financial transaction or arrangement that causes a conflict of interest. The ECA, if appropriate in its discretion, may appoint a disinterested person or committee to investigate alternatives to the proposed financial transaction or arrangement. After exercising due diligence, the ECA shall determine whether the university can obtain a more advantageous financial transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous financial transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the ECA shall determine by a majority vote of the disinterested ECA members whether the financial transaction or arrangement is in the university's best interest and for its own benefit and whether the financial transaction is fair and reasonable to the university and shall make its decision as to whether to enter into the financial transaction or arrangement in conformity with such determination. If a majority vote cannot be attained by the ECA then the conflict of interest will be decided by the board. If the board has reasonable cause to believe that a trustee or president has failed to disclose one or more covered relationships, it shall inform the trustee or president of the basis for such belief and afford the trustee or president an opportunity to explain the alleged failure to disclose. If, after hearing the response of the trustee or president and making such further investigation as may be warranted in the circumstances, the board determines that the trustee or president has in fact knowingly failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action as it deems proper in its sole discretion. The violation of this policy is a serious matter and may result in the removal of the trustee from the board or the termination of the president's contractual relationship with the university. If the ECA has reasonable cause to believe that a covered employee has failed to disclose one or more covered relationships, it shall inform the covered employee of the basis for such belief and afford the covered employee an opportunity to explain the alleged failure to disclose. If, after hearing the response of the covered employee and making such further investigation as may be warranted in the circumstances, the ECA determines that the covered employee has in fact knowingly failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action as it deems proper in its sole discretion. The violation of this policy is a serious matter and may result in the termination of the covered employees contractual relationship with the university. The minutes of the board or ECA relating to all conflicts of interest shall contain the following information: the names of the persons who disclosed or otherwise were found to have covered relationships in connection with an actual or possible conflict of interest, the nature of the covered relationship, any action taken to determine whether a conflict of interest was present, and the board's or ECA's decision as to whether a conflict of interest in fact existed. The names of persons who were present for discussions and votes relating to the financial transaction or arrangement, the content of the discussion, including any alternative to the proposed financial transaction or arrangement, and a record of any votes taken in connection therewith. Form 990, Part VI, Section B, line 15a The President/CEO's compensation is reviewed annually; comparable data/information is reviewed. The compensation is in keeping with the University's guidelines. The Chairperson and the Executive Committee of the Board conduct the annual evaluation of the President. The discussions and decisions form part of the minutes to the board of trustees meeting. Form 990, Part VI, Section C, line 19 The University makes its governing documents, conflict of interest policy, and audited financial statements available to the public upon request. The 990 return of organization exempt from tax is public information. Form 990, Part VII Sr. Linda Bevilacqua's compensation is paid directly to the Adrian Dominican Congregation. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 1,589,263. Prior period adjustments: 746,291. Affiliate revenue 9,893,213. Affiliate expenses -9,367,163. Change in net assets of affiliate -526,050. Adjust to cash surrender value 118,108. Discontinued operations from affiliate 3,901,327. Total to Form 990, Part XI, Line 5: 6,354,989. Form 990, Part XII, Line 2c This process has not changed from prior year. Barry Telecommunications Inc 3401 South Congress Avenue Boynton Beach FL 33426 650728353 TV FL 501(c)(3) Line 1 N/A 0 6484 Indian Creek Drive LTD 11300 NE 2nd Avenue Miami Shores FL 33161 650669854 Real Estate FL Excluded 39601 402206 0 1 6484 Indian Creek Drive Inc 11300 NE 2nd Avenue Miami Shores FL 33161 650669852 Real Estate FL C 6435 3040 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 Barry Telecommunications Inc D 782102 Due To Account on Ledger 6848 Indian Creek LTD R 32763 Distributions 6484 Indian Creek Inc R 6357 Distributions