2012-03-01T07:53:22-06:00 2011-06-30 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 327893750 990 2010-07-01 593086453 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC UNIV 4078821113 12201 RESEARCH PARKWAY NO 501 ORLANDO FL 32826 THOMAS O'NEAL 4078821113 2012-03-01 1 CAROL E FELSING CPA 4076447455 2010 2016-02-24 21:20:13Z DR MJ SOILEAU 4000 CENTRAL FLORIDA BLVD MILLICAN HALL 243 ORLANDO FL 32816 5222681 0 X WWW.RESEARCH.UCF.EDU X 1991 FL 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. 5 4 0 0 0 0 14180937 884219 3031500 3311791 103978 59385 717024 967286 18033439 5222681 0 0 0 0 0 0 0 0 0 5062793 5531265 5062793 5531265 12970646 -308584 20186394 20030995 4535684 4663086 15650710 15367909 X 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. 0 0 5503222 3311791 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. 5503222 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 68 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 0 0 0 FL X X EDWARD JACOBS 4078821113 12201 RESEARCH PARKWAY NO 501 ORLANDO FL 32826 DR MJ SOILEAU 1.00 X X 0 279981 38100 DR DAN RINI 1.00 X 0 0 0 MR JOE WALLACE 1.00 X 0 0 0 MR PAT CHRISTIANSEN 1.00 X 0 0 0 MS MARNI SPENCE 1.00 X 0 0 0 DR DEBRA REINHART 1.00 X 0 183053 31293 DR THOMAS O'NEAL 8.00 X 0 187162 31706 0 650196 101099 3 0 1 0 OSCEOLA DEVELOPMENT GROUP LLC 1136 NEW YORK AVE ST CLOUD FL 34769 RENT EXPENSE - INCUBATOR 291043 1 884219 884219 CONTRACT & GRANTS 541700 2354448 2354448 RESEARCH INITIATIVES 541700 957343 957343 3311791 59385 59385 490466 490466 REIMBURSE OF PATENT MA 900099 130187 130187 MANAGEMENT FEE INCOME 900099 124727 124727 F&A INCOME 900099 56537 56537 165369 165369 476820 5222681 4279077 0 59385 14450 14450 8127 8127 2059 847 1212 372194 372194 44074 44074 155 155 522600 522600 4099 4099 CONTRACTS & GRANT EXPEN 2354448 2354448 CONTRIBUTIONS EXPENSE 1061042 1061042 RESEARCH INITIATIVES 941673 941673 ORC-SPONSORED ACTIVITIE 189529 189529 MISCELLANEOUS 16815 16815 5531265 5503222 28043 0 6558404 6489640 319402 657559 53544 13065000 653250 12934350 12411750 274545 338238 99693 80264 20186394 20030995 1689317 1448334 2846367 3214752 4535684 4663086 X 14836724 14730746 813986 637163 15650710 15367909 20186394 20030995 X -308584 25783 X X 0 1 0 X 0 X X X 0 0 0 UNIVERSITY OF CENTRAL FLORIDA 592924021 5 1 1 1 2522709 1 2522709 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2613000 2613000 10452000 653250 9798750 12411750 5222681 5531265 -308584 25783 25783 -282801 5908353 25783 659889 685672 5222681 0 5222681 6191154 659889 659889 5531265 0 5531265 PART XII, LINE 2D - NET ASSETS RELEASED FROM RESTRICTION $659,889 PART XIII, LINE 2D - NET ASSETS RELEASED FROM RESTRICTION $659,889 0 0 0 0 0 0 0 0 0 DR MJ SOILEAU 0 279981 0 0 0 0 0 25540 0 12560 0 318081 0 0 DR DEBRA REINHART 0 183053 0 0 0 0 0 18936 0 12357 0 214346 0 0 DR THOMAS O'NEAL 0 187162 0 0 0 0 0 19365 0 12341 0 218868 0 0 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. RINI TECHNOLOGIES INC DIRECTOR 14688 ROYALTY PAYMENT FROM LICENSE AGREEMENT. 0 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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PRIOR PERIOD ADJUSTMENT FORM 990, PART X, COLUMN A, LINE 19 AND 28 THE RESEARCH FOUNDATION RECORDED A PRIOR PERIOD ADJUSTMENT TO CORRECT THE RECORDING OF CONTRIBUTION INCOME, BOTH TEMPORARILY RESTRICTED AND UNRESTRICTED, AS INCOME IN THE PERIOD RECEIVED, AND TO RECORD THE RELEASE OF TEMPORARY RESTRICTIONS IN THE PERIOD THE RESTRICTIONS WERE ACCOMPLISHED. THE EFFECT OF THE ADJUSTMENT WAS TO DECREASE DEFERRED RESTRICTED REVENUE BY $813,986 AND INCREASE TEMPORARILY RESTRICTED NET ASSETS BY $813,986. THESE CHANGES ARE REFLECTED IN THE 2009 BALANCE SHEET ON THE FORM 990, PART X, COLUMN A, LINE 19 AND 28. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 25,783. FORM 990, PART XII, LINE 2C EXPLANATION THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OFFICER COMPENSATION 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. UCF RESEARCH FOUNDATION REAL ESTATE LLC 12201 RESEARCH PARKWAY SUITE 501 ORLANDO FL 328263257 REAL ESTATE FL -522600 12411750 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 592924021 EDUCATION FL 170(B) 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 UNIVERSITY OF CENTRAL FLORIDA A 6601 UNIVERSITY OF CENTRAL FLORIDA C 356667 UNIVERSITY OF CENTRAL FLORIDA M UNIVERSITY OF CENTRAL FLORIDA N UNIVERSITY OF CENTRAL FLORIDA O UNIVERSITY OF CENTRAL FLORIDA P 35340