2011-05-13T11:18:14-05:00 2010-06-30 MARCUM LLP CITY PLACE II 185 ASYLUM STREET HARTFORD CT 06103 990 2009-07-01 060646936 UNIVERSITY OF BRIDGEPORT UNIV 2035764690 126 Park Ave Wahlstrom Library7th BRIDGEPORT CT 06604 susan williams 2035764690 2011-05-09 1 Douglas Farrington 8605498500 2009 2016-02-24 21:20:13Z Susan Williams 126 Park Ave Wahlstrom Library7th BRIDGEPORT CT 06604 94665917 0 X http://www.bridgeport.edu X 1927 CT The University of Bridgeport (the University), established in 1927, is an independent and nonsectarian international academic institution. Its professional degree programs, allied with an intellectually diverse general curriculum, prepare students for future vocations and leadership in an increasingly independent world economy. 26 26 1991 0 83580 46252 2400446 3977619 86807804 89309279 6794004 104533 72549 1249106 96074803 94640537 13169000 17221000 0 38074335 37627794 0 1732457 36170040 36312102 87413375 91160896 8661428 3479641 79840385 86330449 37064503 39918285 42775882 46412164 The University of Bridgeport (the University), established in 1927, is an independent and nonsectarian international academic institution. Its professional degree programs, allied with an intellectually diverse general curriculum, prepare students for future vocations and leadership in an increasingly independent world economy. 0 0 60813935 17221000 89225699 THE ORGANIZATION IS AN INDEPENDENT AND NONSECETARIAN INTERNATIONAL ACADEMIC INSTITUTION. THERE WERE APPROXIMATELY 4,103 STUDENTS FROM 44 STATES, 4 U.S. TERRITORIES AND 80 COUNTRIES ENROLLED FOR THE YEAR ENDED JUNE 30, 2010. 60813935 1 1 0 1 0 1 1 0 1 1 1 0 1 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 71 0 1991 1 1 1 0 0 0 0 0 0 0 0 0 0 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THOMAS debrizzi jrU of bridgeport 2035764690 126 Park Ave Walhstrom Library Bridgeport CT 066012449 NEIL A SALONEN 40.00 X X 256026 0 31667 Merrill J Forgotson 1.00 X 0 0 0 Arthur E Landi 1.00 X 0 0 0 Gordon L Anderson Phd 1.00 X X 0 0 0 walter baum 1.00 X 0 0 0 Robert L Berchem ESQ 1.00 X 0 0 0 bv brooks 1.00 X 0 0 0 Abraham I gordon esq 1.00 X 0 0 0 Robert j matrisciano 1.00 X 0 0 0 Phillip v sanchez 1.00 X 0 0 0 S george santa 1.00 X 0 0 0 Mark a fries 1.00 X 0 0 0 ErnEST C TREFZ 1.00 X 0 0 0 Martin F WOLF ESQ 1.00 X 0 0 0 FRANK N ZULLO ESQ 1.00 X X 0 0 0 Colin gunn esq 1.00 X X 0 0 0 Chang Shik Yang dm 1.00 X 0 0 0 Nicholas A Panuzio 1.00 X 0 0 0 JOSEPH VITTORIA 1.00 X 0 0 0 Douglas DM Joo 1.00 X X 0 0 0 Frank i grow iii 1.00 X 0 0 0 Phillip G Soaivan 1.00 X 0 0 0 PierRE TARDY 1.00 X 0 0 0 Mrs Henry b dupont iii 1.00 X 0 0 0 Nicholas n kittrie SJD 1.00 X 0 0 0 Norge w jerome phd 1.00 X X 0 0 0 C GENE KIRBY 1.00 X 0 0 0 Michael D Bromley Esq 40.00 X 201139 0 17708 SUSAN D WILLIAMS PHD 40.00 X 0 0 0 MICHAEL SPITZER 40.00 X 68684 0 0 Thomas Ward 40.00 X 91088 0 24181 Tarek m sobh 40.00 X 334747 0 35925 Frank ZOLLI 40.00 X 145333 0 24527 Paul Lerman 40.00 X 166156 0 21826 KHALED M ELLEITHY 40.00 X 137737 0 27220 STEPHEN GRODZINSKY 40.00 X 138509 0 11321 JOHN MULCAHY 40.00 X 135007 0 11685 Laurence M Connor 40.00 X 176186 0 29017 Thomas R Oates 40.00 X 185241 0 18535 Suzanne Swope 40.00 X 168586 0 20596 2204439 0 274208 32 1 1 0 UNICCO SERVICE COMPANY 275 GROVE ST SUITE 3-200 auburndale MA 024662274 Building & Grounds Maintenance 3830792 Sodexo Operations PO Box 360170 Pittsburgh PA 152516000 campus Food Service 2920624 SUNGARD higher education managed service 1337 Collection Center Drive CHICAGO IL 606930133 IT MANAGEMENT Services 1722195 SECURITAS SECURITY 2400 Commerce Ave Bldg 1100 Suite 5 DULUTH GA 30096 SECURITY SERVICE 1394596 stan-mar building maintenance 434 GARFIELD AVENUE BRIDGEPORT CT 066065273 Custodial Services 1051355 77 1518391 2459228 3977619 Education 611710 78660994 78660994 Residence & Meals 721000 8985207 8985207 Other Education Progra 611710 921090 837510 83580 Other Program Fees 561500 741988 741988 89309279 104533 104533 11911 11911 653621 653621 653621 653621 46473 25380 21093 21093 Gain/Loss on Swap 523000 539272 539272 Life Income Annuties 524298 19154 19154 Insurance Proceeds 900099 4055 4055 562481 94640537 89225699 83580 1353639 17221000 17221000 899922 899922 29904080 26135150 2736413 1032517 1308498 1179673 82220 46605 3079357 2280608 697286 101463 2435937 2077060 276819 82058 253746 253746 119011 117604 1407 5995833 4254578 1699197 42058 576298 515429 23060 37809 3443814 1777324 1455974 210516 3991575 1055809 2929256 6510 10515491 710668 9787955 16868 1051079 626351 404988 19740 568765 435164 125257 8344 929033 148875 780158 3185033 3185033 322046 1679 320367 Bad Debt Expense 2321026 2321026 Student Activities 1188304 1188304 Miscellaneous Expenses 912157 522198 321866 68093 Entertainment 495692 306558 134196 54938 Student Teaching 353575 353575 89624 23932 62161 3531 91160896 60813935 28614504 1732457 27741 26092 584491 2443447 997440 2315058 6123561 6123829 4679104 5350185 123177 110375 313038 316237 121134409 67487030 53218726 53647379 8098291 11111543 5674816 4886304 79840385 86330449 5789899 6414357 4740769 5465421 474320 638200 20710000 20320000 2477692 2410180 2871823 4670127 37064503 39918285 X 33630118 42236111 9118806 4143766 26958 32287 42775882 46412164 79840385 86330449 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 22000 0 0 22000 0 Part IV, Supplemental Information: part ii-b, line 1(g) THE UNIVERSITY OF BRIDGEPORT ENGAGED THE FIRM OF PANUZIO & GIORDANO TO PROVIDE LOBBYING SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2010. X 1 0.74 1 1 0 1 0 10.00 0 1 0 64500 X X 0 7733506 2805380 176067 -41971 10672982 3374417 4429133 -25895 -44149 7733506 0.84130 0.08890 0.06980 0 0 4505709 4505709 86715855 45020762 41695093 28639920 22463919 6176001 1272925 2349 1270576 53647379 Other Assets 64500 Funds Held by Trustee 2341858 Deferred Financing Fees 480321 Funds held in trust for others 1999625 4886304 Accrued Retirement Benefits 284297 Capital Leases 386205 Funds Held in Trust for Others 1999625 Line of Credit 2000000 4670127 94640537 91160896 3479641 126458 30183 156641 3636282 77978938 126458 30183 25380 182021 77796917 16843620 16843620 94640537 74342656 25380 25380 74317276 16843620 16843620 91160896 Part III, Line 4: artwork consists of various lithographs, serigraphs, etchings, oil paintings and screen prints. the university offers a graphic design degree program along with an industrial and interior design major leading to a bachelor's degree. the university also offers a fashion merchandising 2 year program. students works of art are shown on display along with the above pieces that the university owns. Part XII, Line 2d - Other Adjustments: fundraising expenses: 25380. Part XII, Line 4b - Other Adjustments: GRANTS: 16843620. Part XIII, Line 2d - Other Adjustments: fundraising expenses: 25380. Part XIII, Line 4b - Other Adjustments: GRANTS: 16843620. 1 1 1 THE FOLLOWING POLICY APPEARS ON THE UNIVERSITY OF BRIDGEPORT'S WEBSITE, ADMISSION APPLICATIONS AND CATALOG. THE UNIVERSITY OF BRIDGEPORT DOES NOT DISCRIMINATE ON THE BASIS OF RACE,COLOR,NATIONAL ORIGIN,RELIGION,AGE,SEX,GENDER,SEXUAL ORIENTATION,DISABILITY,MARITAL STATUS,GENETIC INFORMATION OR VETERAN STATUS. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE ORGANIZATION RECEIVED THE FOLLOWING GOVERNMENT GRANTS FOR SCHOLARSHIPS AND FINANCIAL AID DURING THE YEAR ENDED JUNE 30, 2010:ACADEMIC CHALLENGE GRANT - FEDERALFEDERAL WORK STUDY - FEDERALFEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT - FEDERALNATIONAL SCIENCE & MATHEMATICS GRANT - FEDERALPELL GRANT - FEDERALTEACH GRANT - FEDERALCONNECTICUT INDEPENDENT COLLEGE STUDENT GRANT PROGRAM - STATECAPITOL SCHOLARSHIP PROGRAM - STATEGEAR UP - STATE 1 Golf Tournament 46473 46473 25380 46473 46473 25380 25380 21093 1 Scholarships for students attending school based on financial need. 1105 14176530 Book Students awarded scholarship based on athletic ability. 141 2744181 Book PWPA Study Academy - based on students' academic merit. 32 296076 Book DeLuca Family Subway Scholarship - students who are employed by a Subway franchise while attending school. 2 4000 Book Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Each grant is assigned a separate department account number. Reports are then printed which show all funds received and disbursed. These grant reports are printed on a monthly basis by the person responsible for the grant. The accounting department also prints grant reports on a monthly basis as a check that disbursements are not greater than funds received and that funds are being disbursed for grants approved. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 NEIL A SALONEN 256026 0 0 0 0 0 0 0 31667 0 287693 0 0 0 Michael D Bromley Esq 201139 0 0 0 0 0 0 0 17708 0 218847 0 0 0 Tarek m sobh 334747 0 0 0 0 0 0 0 35925 0 370672 0 0 0 Frank ZOLLI 145333 0 0 0 0 0 0 0 24527 0 169860 0 0 0 Paul Lerman 166156 0 0 0 0 0 0 0 21826 0 187982 0 0 0 KHALED M ELLEITHY 137737 0 0 0 0 0 0 0 27220 0 164957 0 0 0 Laurence M Connor 176186 0 0 0 0 0 0 0 29017 0 205203 0 0 0 Thomas R Oates 185241 0 0 0 0 0 0 0 18535 0 203776 0 0 0 Suzanne Swope 168586 0 0 0 0 0 0 0 20596 0 189182 0 0 0 Part I, Line 4a Suzanne Swope - received a severance benefit of $45,692. Part I, Line 4b: Neil A. Salonen - participated in a nonqualified retirement plan. University of Bridgeport 060646936 20774UNV3 2007-08-10 21175000 Infrastructure imp, construction of field, dental clinic & classroom upgrade 0 1 21175000 587949 20587051 2009 0 0 1 1 0 1 0 0 0 0 The Honorable Nicholas A Panuzio Board Member / Principal at Panuzio & Giordano Public Affairs, LLC. 22000 The University of Bridgeport engaged the firm of Panuzio & Giordano to provide lobbying services with the federal government for the fiscal year ending june 30, 2010. 0 0 Mark A Fries Board Member/SR VP @ Beardsley Brown & Bassett(people's united ins agency) 1036158 the university of bridgeport purchased Insurance from beardsley brown & bassett, inc.(people's united insurance agency) 0 S George Santa Board Member / Santa Energy, Inc. 651708 the university of bridgeport purchased heating fuel from santa energy, inc. 0 Robert L Berchem Esq Board Member / Principal at Berchem, Moses & Devlin 146742 The University of Bridgeport engaged the firm of berchem, moses & devlin to provide legal advice 0 Ernest C Trefz Board Member / President and CEO at Trefz Corporation 0 Endowment ctr for Trefz mgmt. 0 X 1 3563 FMV X Furniture & Equipment 4 19525 FMV X Software 3 5130 FMV X Other 17 1965 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Michael D. Bromley (University Attorney/Officer of the Board) is the son in law of Colin Gunn (Officer of the Board). Form 990, Part VI, Section B, line 11 A draft of the document is distributed for comment prior to signature/filing. CFO upon completion reviews return with the President and University's counsel. Director of Accounting reviews for financial issues. Board of Directors reviews prior to issuance. Form 990, Part VI, Section B, line 12c General counsel distributes policy and disclosure forms to all trustees. The trustees complete the disclosure which is reviewed by trustees or a committee thereof, and who decide whether a conflict exists and if so what action should be taken. Form 990, Part VI, Section B, line 15 General counsel collects comparable compensation data relating to non-profit universitites in CT. The Board of Trustees compensation committee uses the data to determine the compensation for the CEO and principal university officers. Minutes of the Committee activities are maintained. the ceo and principal university officers determine the compensation for the other officers and key employees. Form 990, Part VI, Section C, line 18 The organization makes available its forms 990 and 990-T on Guidestar and upon request. Form 990, Part VI, Section C, line 19 The organization makes available its governing documents, conflict of interest policy, and financial statements for public inspection upon request, at its administrative offices in Bridgeport, Connecticut. Form 990, Part XI, Line 2c: Used same process as prior year.