FURP.ORG / PUBLIC DATA EXPLORER

BARRY UNIVERSITY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BARRY UNIVERSITY INC (EIN 59-0624364)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202601359349309825
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-15T13:40:59-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332621854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI CAPIN CROUSE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 MASSACHUSETTS AVE STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590624364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARRY UNIVERSITY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARRBusinessNameControlTxt
Phone3058993050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2ND AVENUEAddressLine1Txt
CityMIAMI SHORESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR MICHAEL ALLENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3058993050PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAREN DAIGAPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR MICHAEL ALLENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2ND AVENUEAddressLine1Txt
CityMIAMI SHORESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$215,588,870GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.BARRY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionFOUNDED IN 1940 AND GROUNDED IN THE LIBERAL ARTS TRADITION, BARRY UNIVERSITY IS A PRIVATE CATHOLIC UNIVERSITY LOCATED IN MIAMI SHORES. AS DYNAMIC AS THE CITY WE CALL HOME, BARRY IS DEDICATED TO PROVIDING STUDENTS WITH UNDERGRADUATE AND GRADUATE DEGREES PLUS THE SUPPORT NEEDED TO SUCCEED. AT BARRY UNIVERSITY, LEARNING LEADS TO KNOWLEDGE AND TRUTH; REFLECTION LEADS TO INFORMED ACTION; AND A COMMITMENT TO SOCIAL JUSTICE LEADS TO COLLABORATIVE SERVICE. WE INSPIRE STUDENTS TO TAKE THEIR DEGREES OUT INTO THE REAL WORLD AND TRULY MAKE A DIFFERENCE IN THEIR COMMUNITIES.WITH MORE THAN 100 DEGREE PROGRAMS FROM BACHELORS THROUGH PH.D., STUDENTS HAVE PLENTY OF OPTIONS TO EXPLORE AS THEY PURSUE CAREER PATHWAYS. OUR PERSONALIZED, VALUES-BASED EDUCATION CENTERED ON EXPERIENTIAL EDUCATION AND SERVICE LEARNING, GIVES OUR STUDENTS THE TOOLS AND REAL-WORLD EXPERIENCE THAT TRANSFORMS CONCEPTS INTO IMPACT, AND PRODUCES GRADUATES WHO ARE LEADERS IN SOLVING SOCIETY'S CRITICAL CHALLENGES.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee2231TotalEmployeeCnt
Total Volunteers289TotalVolunteersCnt
Total Gross UBI$493,421TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,576,561PYContributionsGrantsAmt
CY Contributions Grants$6,506,771CYContributionsGrantsAmt
PY Program Service Revenue$180,293,105PYProgramServiceRevenueAmt
CY Program Service Revenue$188,969,183CYProgramServiceRevenueAmt
PY Investment Income$1,861,711PYInvestmentIncomeAmt
CY Investment Income$2,731,504CYInvestmentIncomeAmt
PY Other Revenue$4,161,321PYOtherRevenueAmt
CY Other Revenue$5,116,025CYOtherRevenueAmt
PY Total Revenue$193,892,698PYTotalRevenueAmt
CY Total Revenue$203,323,483CYTotalRevenueAmt
PY Grants And Similar Paid$52,711,939PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$55,454,423CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$79,710,857PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$79,970,315CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$83,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$40,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$161,176CYTotalFundraisingExpenseAmt
PY Other Expenses$63,652,418PYOtherExpensesAmt
CY Other Expenses$67,232,065CYOtherExpensesAmt
PY Total Expenses$196,158,214PYTotalExpensesAmt
CY Total Expenses$202,696,803CYTotalExpensesAmt
PY Revenues Less Expenses-$2,265,516PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$626,680CYRevenuesLessExpensesAmt
Total Assets BOY$213,664,847TotalAssetsBOYAmt
Total Assets EOY$209,230,886TotalAssetsEOYAmt
Total Liabilities BOY$81,977,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$74,587,587TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$131,686,993NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$134,643,299NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBARRY UNIVERSITY IS A CATHOLIC INSTITUTION OF HIGHER EDUCATION FOUNDED BY THE ADRIAN DOMINICAN SISTERS. WITH A LIBERAL ARTS TRADITION, BARRY UNIVERSITY IS A SCHOLARLY COMMUNITY COMMITTED TO THE HIGHEST ACADEMIC STANDARDS IN UNDERGRADUATE, GRADUATE AND PROFESSIONAL EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$119,497,032ExpenseAmt
Grant$55,454,423GrantAmt
Revenue$170,494,605RevenueAmt
DescINSTRUCTIONAL SERVICES TO GRADUATE AND UNDERGRADUATE STUDENTS: BARRY UNIVERSITY IS COMMITTED TO PROVIDING STUDENTS WITH A PERSONALIZED, VALUES-BASED EDUCATION CENTERED ON EXPERIENTIAL EDUCATION AND SERVICE LEARNING. OUR DEGREE PROGRAMS SPAN HEALTH PROFESSIONS AND MEDICAL SCIENCES, EDUCATION, BUSINESS AND PUBLIC ADMINISTRATION, WITH DEDICATED SCHOOLS OF PODIATRIC MEDICINE, NURSING, MENTAL HEALTH AND SOCIAL WORK, AND LAW. BARRY UNIVERSITY IS A TOP-RATED UNIVERSITY IN AWARDING FINANCIAL AID PACKAGES, MAKING COLLEGE AFFORDABLE AND CREATING OPPORTUNITIES TO ACHIEVE SOCIAL MOBILITY. BARRY PROVIDES ITS STUDENTS WITH HANDS-ON EDUCATION THAT TRANSFORMS CONCEPTS INTO IMPACT AND PRODUCES GRADUATES WHO ARE LEADERS IN SOLVING SOCIETY'S CRITICAL CHALLENGES. ANCHORED IN THE CATHOLIC INTELLECTUAL TRADITION AND ENDURING COMMITMENTS TO SOCIAL JUSTICE AND COMMUNITY SERVICE, BARRY STUDENTS ARE ACTIVELY INVOLVED IN COMMUNITY ENGAGEMENT PROGRAMS, AVERAGING 70,000 HOURS OF COMMUNITY SERVICE A YEAR BOTH LOCALLY AND INTERNATIONALLY.BARRY STUDENTS HAVE ACHIEVED NUMEROUS ACCOLADES, INCLUDING MEMBERSHIP IN NATIONAL HONOR SOCIETIES, OVER 90% FIRST-TIME PASS RATE ON THE PHYSICIAN ASSISTANT NATIONAL CERTIFYING EXAM (PANCE), RECOGNITION FOR THEIR RESEARCH AND SCHOLARLY WORK, AND LEADERSHIP AND SERVICE THROUGH ORGANIZATIONS SUCH AS THE STUDENT GOVERNMENT ASSOCIATION AND THE BARRY UNIVERSITY SERVICE CORPS. STUDENT ATHLETES AT BARRY EXCEL IN THE CLASSROOM AND HAVE WON 28 NCAA DIVISION II NATIONAL CHAMPIONSHIPS. WITH OVER 60 STUDENT ORGANIZATIONS, GREEK LIFE, INTRAMURAL SPORTS AND NUMEROUS CAMPUS EVENTS, INCLUDING ATHLETIC EVENTS, BARRY OFFERS A ROBUST AND DIVERSE CAMPUS LIFE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$34,619,045ExpenseAmt
Grant$0GrantAmt
Revenue$22,152,871RevenueAmt
DescSTUDENT SERVICES AND AUXILIARY ENTERPRISES: BARRY UNIVERSITY STUDENT SERVICES INCLUDE CAREER AND EXPERIENTIAL LEARNING, MINISTRY AND COMMUNITY OUTREACH, STUDENT AND FAMILY ENGAGEMENT, THE CENTER FOR ACADEMIC SUCCESS AND ADVISING, STUDENT SUPPORT SERVICES, COUNSELING AND PSYCHOLOGICAL SERVICES, DEAN OF STUDENTS, FITNESS CENTER, FOOD PANTRY, CAREER CLOSET, INTERNATIONAL STUDENT SERVICES, LEADERSHIP EXPERIENCES, ORIENTATION, STUDENT CONDUCT, STUDENT HEALTH SERVICES, STUDENT UNION, AND FULL GRADUATION SERVICES. THE UNIVERSITY'S AUXILIARY ENTERPRISES INCLUDE TEN RESIDENCE HALLS, THE ROUSSELL DINING HALL AND OTHER RETAIL AND CATERING OPTIONS, THE BARRY UNIVERSITY CAMPUS STORE, AND LAPTOP CHECKOUT KIOSKS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,004,913ExpenseAmt
Grant$0GrantAmt
Revenue$319,950RevenueAmt
DescTHE MONSIGNOR WILLIAM BARRY MEMORIAL LIBRARY (LOCATED IN MIAMI SHORES, FL) SUPPORTS THE UNIVERSITY'S EDUCATIONAL MISSION THROUGH A COMPREHENSIVE PROGRAM OF INFORMATION RESOURCES IN PRINT, ELECTRONIC, AND STREAMING FORMATS, AS WELL AS INTERLIBRARY LOAN TO MATERIAL NOT OWNED OR LICENSED. THE RESOURCES ARE COMPLEMENTED BY 37 DESKTOP COMPUTERS, TWO KIOSKS WITH A TOTAL OF 36 LAPTOPS, WALK-UP SCANNING STATION (KIC4), AS WELL AS THREE NEWLINE INTERACTIVE DISPLAYS (TWO ARE 75 AND ONE IS 86"). PHYSICAL ACCESS TO THE 4-STORY, 86,000+ SQ FT LIBRARY IS PROVIDED 93.5 HOURS A WEEK AND INCLUDES ACCESS TO 13 GROUP STUDY ROOMS, PRINTING, COPYING, AND SCANNING. THE LIBRARY SHARES CATALOG ACCESS WITH BARRY UNIVERSITY DWAYNE O. ANDREAS SCHOOL OF LAW LIBRARY (LOCATED IN ORLANDO, FL). REFERENCE LIBRARIANS AT BOTH LOCATIONS ARE AVAILABLE TO ASSIST WITH RESEARCH AND REFERENCE FOR STUDENTS AND FACULTY, EITHER IN PERSON OR VIDEO CONFERENCING TOOLS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$161,120,990TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7743IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2231EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH PENATEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3058993050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 NE 2ND AVENUEAddressLine1Txt
CityMIAMI SHORESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331616695ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DR MICHAEL ALLEN
PRESIDENT40.00Yes (X)Yes (X)$611,247$0$200,537
GREGORY GREENE
CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
HEATHER J ROHAN FACHE
CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
JOHN M BUSSEL
VICE CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
TANYA I DAVIS CPA
VICE CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER J GRUCHACZ
SECRETARY1.00Yes (X)$0$0$0
MATTHEW ALLEN
TRUSTEE1.00Yes (X)$0$0$0
CARLOS ARBOLEDA
TRUSTEE1.00Yes (X)$0$0$0
DENISE KIM BEAMER JD
TRUSTEE1.00Yes (X)$0$0$0
SISTER MARY ANN CAULFIELD OP
TRUSTEE1.00Yes (X)$0$0$0
HENRI CROCKETT
TRUSTEE1.00Yes (X)$0$0$0
SR ROSEMARY T FINNEGAN OP
TRUSTEE1.00Yes (X)$0$0$0
NELSON FONSECA JR
TRUSTEE1.00Yes (X)$0$0$0
JOHN D FUMAGALLI
TRUSTEE1.00Yes (X)$0$0$0
ALLYSON MAYNARD-GIBSON QC LLM
TRUSTEE1.00Yes (X)$0$0$0
XAVIER GONZALEZ
TRUSTEE1.00Yes (X)$0$0$0
PIETER VAN DER HEIDE
TRUSTEE1.00Yes (X)$0$0$0
MONSIGNOR CHANEL JEANTY JCL
TRUSTEE1.00Yes (X)$0$0$0
DAVID LAWRENCE JR
TRUSTEE1.00Yes (X)$0$0$0
ADRIENE MCCOY
TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER MCFARLANE CPA JD
TRUSTEE1.00Yes (X)$0$0$0
KIMBERLY TOPPING MORRIS
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW J MUHART
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM R O'DONNELL PE SECB
TRUSTEE1.00Yes (X)$0$0$0
LINDA O PEREZ ESQ
TRUSTEE1.00Yes (X)$0$0$0
KERRY-ANN ROYES
TRUSTEE1.00Yes (X)$0$0$0
KEVIN W SHAUGHNESSY ESQ
TRUSTEE1.00Yes (X)$0$0$0
SISTER PATRICIA SIEMEN OP JD
TRUSTEE1.00Yes (X)$0$0$0
JOY TAYLOR
TRUSTEE1.00Yes (X)$0$0$0
GRETA ENID MATTA TROTMAN ESQ
TRUSTEE1.00Yes (X)$0$0$0
GREGORY C WARD ESQ
TRUSTEE1.00Yes (X)$0$0$0
JEAN-PIERRE DEBARROS
TRUSTEE1.00Yes (X)$0$0$0
PABLO ORTIZ
PROVOST40.00Yes (X)$170,538$0$11,495
SUSAN ROSENTHAL
VP FOR BUSINESS & FINANCE40.00Yes (X)$248,817$0$40,409
JENNIFER PUGH
VP FOR UNIVERSITY ADMINISTRATION40.00Yes (X)$219,529$0$33,966
IOAN DARABAN
DEAN, SCHOOL OF BUSINESS40.00$239,337$0$21,294Yes (X)
LETICIA DIAZ
DEAN, LAW40.00$276,098$0$38,745Yes (X)
YVETTE KOOTTUNGAL
VICE PRESIDENT FOR STRATEGIC INITIATIVES40.00$223,817$0$40,183Yes (X)
JULIE ISHA
VP FOR ENROLLMENT AND MARKETING40.00$231,875$0$23,095Yes (X)
SMILKA MELGOZA
VP FOR INSTITUTIONAL ADVANCEMENT40.00$243,662$0$31,645Yes (X)
JACQUELINE BRILL
PROFESSOR, PODIATRIC MEDICINE40.00$284,898$0$34,692Yes (X)
RONALD DICK
PROFESSOR, ANESTHESIOLOGY40.00$278,383$0$21,909Yes (X)
CHERISON CUFFY
ASSOCIATE PROFESSOR, PODIATRIC MEDICINE40.00$350,394$0$43,526Yes (X)
ROBERT SNYDER
DEAN, SCHOOL OF PODIATRIC MEDICINE40.00$325,954$0$14,567Yes (X)
MANUEL TEJEDA
PROFESSOR OF MANAGEMENT40.00$268,049$0$22,020Yes (X)
JOHN MCFADDEN
FORMER VP FOR HEALTH AND WELLNESS40.00$292,669$0$14,710Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,265,267TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$592,793TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K148IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
COMPASS GROUP
2400 YORKMONT ROADCHARLOTTENC28217FOOD SERVICES$5,458,811
ALLIED UNIVERSAL
161 WASHINGTON STREET SUITE 600 ECONSHOHOCKENPA19428SECURITY SERVICES$2,715,715
ABM INDUSTRY GROUPS LLC
14141 SOUTHWEST FREEWAY SUITE 400SUGAR LANDTX77478CUSTODIAL/GROUND SERVICES$2,531,355
DADE CONSTRUCTION CORP
12240 SW 131 AVENUEMIAMIFL33186CONSTRUCTION SERVICES$2,371,689
RADCLIFFE KEATOR CONSTRUCTION LLC
599 MAGUIRE RDOCOEEFL34761CONSTRUCTION SERVICES$1,770,472
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K43CntrctRcvdGreaterThan100KCnt
Fundraising$16,255FundraisingAmt
Government Grants$2,454,606GovernmentGrantsAmt
All Other Contributions$4,035,910AllOtherContributionsAmt
Noncash Contributions$737,378NoncashContributionsAmt
Total Contributions$6,506,771TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611310$169,026,864$169,026,864
AUXILIARY ENTERPRISES611310$16,063,846$16,063,846
PODIATRIC CLINIC900099$2,320,451$2,320,451
STUDENT FEES611310$950,202$950,202
ATHLETIC FACILITIES611310$607,820$114,399$493,421
FieldValueIRS element (for citing)
Total Program Service Revenue$188,969,183TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,474,913TotalRevenueColumnAmt
Exclusion$2,474,913ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$612TotalRevenueColumnAmt
Exclusion$612ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,424,948RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,424,948RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,424,948TotalRevenueColumnAmt
Related Or Exempt Func Income$784,332RelatedOrExemptFuncIncomeAmt
Exclusion$640,616ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,484,719SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,735,544SecuritiesAmt
Other$493,196OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$749,175SecuritiesAmt
Other-$493,196OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$255,979TotalRevenueColumnAmt
Exclusion$255,979ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,392FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$16,255ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,647FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,255TotalRevenueColumnAmt
Exclusion-$16,255ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSEMENTS900099$1,455,611$1,455,611
CONTRACT COMMISSIONS900099$651,768$651,768
DEPOSIT FOR LAND SALE900099$615,000$615,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$984,953TotalRevenueColumnAmt
Related Or Exempt Func Income$984,953RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,707,332OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$203,323,483TotalRevenueColumnAmt
Related Or Exempt Func Income$192,967,426RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$493,421UnrelatedBusinessRevenueAmt
Exclusion$3,355,865ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$55,454,423TotalAmt
Program Services$55,454,423ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,086,063TotalAmt
Program Services$2,405,601ProgramServicesAmt
Management And General$679,124ManagementAndGeneralAmt
Fundraising$1,338FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$199,253TotalAmt
Program Services$155,206ProgramServicesAmt
Management And General$43,962ManagementAndGeneralAmt
Fundraising$85FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$63,639,783TotalAmt
Program Services$49,729,674ProgramServicesAmt
Management And General$13,881,468ManagementAndGeneralAmt
Fundraising$28,641FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,768,873TotalAmt
Program Services$1,290,878ProgramServicesAmt
Management And General$477,995ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,693,718TotalAmt
Program Services$5,161,539ProgramServicesAmt
Management And General$1,529,708ManagementAndGeneralAmt
Fundraising$2,471FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,582,625TotalAmt
Program Services$3,584,269ProgramServicesAmt
Management And General$996,109ManagementAndGeneralAmt
Fundraising$2,247FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$411,473TotalAmt
Program Services$1,984ProgramServicesAmt
Management And General$409,489ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$500,205TotalAmt
Program Services$23,943ProgramServicesAmt
Management And General$476,262ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$111,151TotalAmt
Management And General$111,151ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Fundraising$40,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$250,549TotalAmt
Program Services$151,869ProgramServicesAmt
Management And General$98,680ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,267,284TotalAmt
Program Services$7,059,415ProgramServicesAmt
Management And General$2,207,469ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,290,378TotalAmt
Program Services$533,995ProgramServicesAmt
Management And General$1,728,655ManagementAndGeneralAmt
Fundraising$27,728FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,245,133TotalAmt
Program Services$3,033,288ProgramServicesAmt
Management And General$211,504ManagementAndGeneralAmt
Fundraising$341FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,299,255TotalAmt
Program Services$787,407ProgramServicesAmt
Management And General$5,511,755ManagementAndGeneralAmt
Fundraising$93FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,529,532TotalAmt
Program Services$5,651,687ProgramServicesAmt
Management And General$854,032ManagementAndGeneralAmt
Fundraising$23,813FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,607,384TotalAmt
Program Services$1,455,891ProgramServicesAmt
Management And General$144,270ManagementAndGeneralAmt
Fundraising$7,223FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$366,269TotalAmt
Program Services$262,301ProgramServicesAmt
Management And General$103,968ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,063,723TotalAmt
Program Services$887,361ProgramServicesAmt
Management And General$176,362ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,006,566TotalAmt
Program Services$8,390,909ProgramServicesAmt
Management And General$1,615,657ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,198,419TotalAmt
Program Services$409,978ProgramServicesAmt
Management And General$4,788,441ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICES$6,181,383$5,750,152$405,420$25,811
REPAIRS/MAINTENANCE$3,691,585$2,709,505$982,080
SECURITY$3,242,055$2,714,439$526,631$985
PROVISION FOR BAD DEBT$3,040,823$3,040,823

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,928,898TotalAmt
Program Services$3,515,276ProgramServicesAmt
Management And General$413,622ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$202,696,803TotalAmt
Program Services$161,120,990ProgramServicesAmt
Management And General$41,414,637ManagementAndGeneralAmt
Fundraising$161,176FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,080,113BOYAmt
EOY$11,005,917EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,750,558BOYAmt
EOY$13,800,753EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,006,513BOYAmt
EOY$1,903,427EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,795,131BOYAmt
EOY$1,422,063EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$553,949BOYAmt
EOY$756,354EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,980,839BOYAmt
EOY$3,638,860EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,004,276BOYAmt
EOY$6,520,530EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$263,078,486LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$161,458,274LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$105,205,518BOYAmt
EOY$101,620,212EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,768,374BOYAmt
EOY$31,820,547EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,965,788BOYAmt
EOY$28,468,159EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,993,220BOYAmt
EOY$5,257,192EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$504,510BOYAmt
EOY$438,743EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,056,058BOYAmt
EOY$2,578,129EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$213,664,847BOYAmt
EOY$209,230,886EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,703,524BOYAmt
EOY$10,825,537EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,607,968BOYAmt
EOY$1,216,285EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,632,813BOYAmt
EOY$43,185,155EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,402,344BOYAmt
EOY$1,034,656EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,631,205BOYAmt
EOY$18,325,954EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,977,854BOYAmt
EOY$74,587,587EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$80,395,305BOYAmt
EOY$79,320,663EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,291,688BOYAmt
EOY$55,322,636EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$131,686,993BOYAmt
EOY$134,643,299EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$213,664,847BOYAmt
EOY$209,230,886EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$626,680ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,337,705NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$8,079OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,944,285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,894,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,009,392CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,576,562CurrentTaxYearMinus1YearAmt
Current Tax Year$6,506,771CurrentTaxYearAmt
Total$59,931,573TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,944,285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,894,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,009,392CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,576,562CurrentTaxYearMinus1YearAmt
Current Tax Year$6,506,771CurrentTaxYearAmt
Total$59,931,573TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$502,971SubstantialContributorsTotAmt
Public Support Total170$59,428,602PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,173,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,376,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,187,472CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,008,016CurrentTaxYearMinus1YearAmt
Current Tax Year$3,900,473CurrentTaxYearAmt
Total$12,645,928TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$5,376CurrentTaxYearMinus2YearsAmt
Total$5,376TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,213,606CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,761,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,652,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,573,069CurrentTaxYearMinus1YearAmt
Current Tax Year$3,707,332CurrentTaxYearAmt
Total$15,907,784TotalAmt
FieldValueIRS element (for citing)
Total Support$88,490,661TotalSupportAmt
Gross Receipts Rltd Activities$922,697,895GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67160PublicSupportCY170Pct
Public Support PY1700.67710PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:OTHER INCOME - 2020 AMOUNT: $ 2,213,606. 2021 AMOUNT: $ 2,761,754. 2022 AMOUNT: $ 3,652,023. 2023 AMOUNT: $ 1,749,266. 2024 AMOUNT: $ 984,953. REIMBURSEMENTS - 2023 AMOUNT: $ 1,823,803. 2024 AMOUNT: $ 1,455,611. DEPOSIT FOR LAND SALE - 2024 AMOUNT: $ 615,000. CONTRACT COMMISSIONS - 2024 AMOUNT: $ 651,768.
SCHEDULE A, PART IITHE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$72,180DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$38,971OtherActivitiesAmt
Total Lobbying Expenditures$111,151TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationBETWEEN JULY 1, 2024 THROUGH JUNE 30, 2025, BARRY UNIVERSITY, ADVOCATED FOR GOVERNMENT SUPPORT AT THE LOCAL, STATE AND FEDERAL LEVELS, IN-PERSON, VIA EMAIL, TELEPHONE AND U.S. MAIL. AS A MEMBER OF THE INDEPENDENT COLLEGES AND UNIVERSITIES OF FLORIDA (ICUF), BARRY UNIVERSITY ADVOCATED FOR LEGISLATION THAT WOULD EXPAND GOVERNMENT SUPPORT AND FUNDING FOR INDEPENDENT COLLEGES AND UNIVERSITIES. FURTHER, AS A MEMBER OF THE HISPANIC ASSOCIATION OF COLLEGES AND UNIVERSITIES (HACU), BARRY UNIVERSITY APPEALED TO ELECTED OFFICIALS FOR SUPPORT OF HISPANIC-SERVING INSTITUTIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements1TotalEasementsCnt
Total Acreage6.20TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement80.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$2,000ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$186,476AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,752,320BeginningYearBalanceAmt
Contributions$709,313ContributionsAmt
Investment Earnings Or Losses$4,062,926InvestmentEarningsOrLossesAmt
Grants Or Scholarships$812,433GrantsOrScholarshipsAmt
End Year Balance$62,712,126EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,988,781BeginningYearBalanceAmt
Contributions$795,026ContributionsAmt
Investment Earnings Or Losses$4,854,405InvestmentEarningsOrLossesAmt
Grants Or Scholarships$731,288GrantsOrScholarshipsAmt
Other Expenditures$154,604OtherExpendituresAmt
End Year Balance$58,752,320EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,943,246BeginningYearBalanceAmt
Contributions$897,023ContributionsAmt
Investment Earnings Or Losses$3,938,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$785,596GrantsOrScholarshipsAmt
Other Expenditures$4,817OtherExpendituresAmt
End Year Balance$53,988,781EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,487,883BeginningYearBalanceAmt
Contributions$461,786ContributionsAmt
Investment Earnings Or Losses-$4,131,212InvestmentEarningsOrLossesAmt
Grants Or Scholarships$703,771GrantsOrScholarshipsAmt
Other Expenditures$171,440OtherExpendituresAmt
End Year Balance$49,943,246EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,993,199BeginningYearBalanceAmt
Contributions$415,031ContributionsAmt
Investment Earnings Or Losses$9,702,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$677,632GrantsOrScholarshipsAmt
Other Expenditures$945,371OtherExpendituresAmt
End Year Balance$54,487,883EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.33340BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.66660PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,803,612OtherCostOrOtherBasisAmt
Book Value$7,803,612BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$190,572,256OtherCostOrOtherBasisAmt
Depreciation$106,982,850DepreciationAmt
Book Value$83,589,406BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,061,025OtherCostOrOtherBasisAmt
Depreciation$54,475,424DepreciationAmt
Book Value$9,585,601BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$641,593OtherCostOrOtherBasisAmt
Book Value$641,593BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$101,620,212TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CORPORATE BONDS$5,513,066F
LAND AND BUILDING HELD FOR INVESTMENT$14,250,000F
HEDGE FUNDS$1,420,069F
OTHER INVESTMENTS$394,909F
BENEFICIAL INTEREST IN PERPETUAL TRUST$6,053,103F
U.S. GOVERNMENT OBLIGATIONS$837,012F
FieldValueIRS element (for citing)
Total Book Value Securities$28,468,159TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
STUDENT DEPOSITS$8,209,335
OTHER LIABILITIES$7,506,936
OPERATING LEASE LIABILITIES$2,609,683
FieldValueIRS element (for citing)
Total Liability$18,325,954TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$150,266,620TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,337,705NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$31,287DonatedServicesAndUseFcltsAmt
Other Revenue$36,647OtherRevenueAmt
Revenue Not Reported$2,405,639RevenueNotReportedAmt
Revenue Subtotal$147,860,981RevenueSubtotalAmt
Other Revenues Not Included$55,462,502OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$55,462,502RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$203,323,483TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$147,310,314TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$31,287DonatedServicesUseFcltsAmt
Other Expenses Included$36,647OtherExpensesIncludedAmt
Expenses Not Reported$67,934ExpensesNotReportedAmt
Expenses Subtotal$147,242,380ExpensesSubtotalAmt
Other Expenses Not Included$55,454,423OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$55,454,423ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$202,696,803TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE BARRY UNIVERSITY SCHOOL OF LAW SHALL TAKE REASONABLE STEPS TO MONITOR COMPLIANCE WITH THE RESTRICTIONS PLACED ON THE PROPERTY BY THE CONSERVATION EASEMENT. FACILITIES STAFF WILL REGULARLY PHYSICALLY 'WALK' THE PROPERTY TO LOOK FOR AND RECTIFY ANY VIOLATIONS. THE SCHOOL OF LAW HAS CONTRACTED WITH AN OUTSIDE VENDOR TO MAINTAIN THE AQUATIC HEALTH OF THE POND THAT IS LOCATED IN THE EASEMENT AREA. SHOULD ANY VIOLATIONS OCCUR THAT ARE BEYOND THE ABILITIES OF THE LAW SCHOOL TO RECTIFY, THE MAIN CAMPUS FACILITIES DEPARTMENT OF BARRY UNIVERSITY SHALL BE NOTIFIED.
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 III, LINE 4:THE COLLECTION OF BOOKS RELATES TO THEOLOGY, PHILOSOPHY, RELIGIOUS STUDIES, AND SUPPORTING DISCIPLINES.
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 RESTRICTED OR NET ASSETS WITH DONOR RESTRICTIONS, IN ACCORDANCE WITH THE DONOR'S WISHES.
PART X, LINE 2:THE UNIVERSITY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE "CODE") AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT INCLUDE AN INCOME TAX PROVISION, EXCEPT FOR CERTAIN TAXABLE TRANSACTIONS. THE UNIVERSITY COMPLIES WITH THE PROVISIONS OF ASC 740, INCOME TAXES. UNDER ASC 740, THE UNIVERSITY MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. MANAGEMENT OF THE UNIVERSITY DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE UNIVERSITY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE UNIVERSITY HAS FILED INTERNAL REVENUE SERVICE FORM 990 TAX RETURNS AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. THE UNIVERSITY IS OPEN TO EXAMINATION BY TAXING AUTHORITIES. EARNINGS FROM UNRELATED BUSINESS ACTIVITIES WERE NOT SIGNIFICANT FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 36,647.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS NETTED WITH REVENUE 55,454,423. CHANGE IN CASH SURRENDER VALUE 8,079.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 36,647.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS NETTED WITH REVENUE 55,454,423.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS.
SCHEDULE E, PART I, LINE 6BARRY UNIVERSITY RECEIVES ASSISTANCE FROM TITLE IV PROGRAMS INCLUDING FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, FEDERAL WORK-STUDY PROGRAM, ETC.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN02PROGRAM SERVICECARE CENTER FOR COUNSELING$5,019
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$1,420,069
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees2SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$1,425,088SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,425,088TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:THE ORGANIZATION TRACKED EXPENDITURES IN ACCORDANCE WITH THE ACCRUAL BASIS OF ACCOUNTING.
SCHEDULE F, PT. IV, LINE 4THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE PASSIVE FOREIGN INVESTMENT COMPANY AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING THRESHOLDS FOR FORM 8621.
SCHEDULE F, PART IV, LINE 3THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE FOREIGN CORPORATION AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING THRESHOLDS FOR FORM 5471.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1HFCF LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 PONCE DE LEON BLVD SUITE 600AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$40,000RetainedByContractorAmt
Net To Organization-$40,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$40,000TotalRetainedByContractorsAmt
Total Net To Organization-$40,000TotalNetToOrganizationAmt
Licensed StatesFLLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$36,647GrossReceiptsEvent1Amt
Charitable Contri Event1$16,255CharitableContriEvent1Amt
Gross Revenue Event1$20,392GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,408RentFacilityCostsEvent1Amt
Food And Beverage Event1$12,964FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,275OtherDirectExpensesEvent1Amt
Gross Receipts Total$36,647GrossReceiptsTotalAmt
Charitable Contributions Tot$16,255CharitableContributionsTotAmt
Gross Revenue Total Events$20,392GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$14,408RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$12,964FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,275OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,647DirectExpenseSummaryEventsAmt
Net Income Summary-$16,255NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationTHE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE, NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT SCHOLARSHIPS/AWARDSGrantTypeTxt
Recipient3639RecipientCnt
Cash Grant$55,454,423CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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. NO CASH CHANGES HANDS AND FUNDS ARE DIRECTLY APPLIED TO STUDENT ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR MICHAEL ALLEN
PRESIDENT$499,247$0$100,000$0$12,000$0$24,880$0$175,657$0$811,784$0$0$0
CHERISON CUFFY
ASSOCIATE PROFESSOR, PODIATRIC MEDIC$114,674$0$0$0$235,720$0$14,508$0$29,018$0$393,920$0$0$0
ROBERT SNYDER
DEAN, SCHOOL OF PODIATRIC MEDICINE$325,954$0$0$0$0$0$13,075$0$1,492$0$340,521$0$0$0
JACQUELINE BRILL
PROFESSOR, PODIATRIC MEDICINE$175,561$0$0$0$109,337$0$11,760$0$22,932$0$319,590$0$0$0
LETICIA DIAZ
DEAN, LAW$261,098$0$0$0$15,000$0$11,468$0$27,277$0$314,843$0$0$0
JOHN MCFADDEN
FORMER VP FOR HEALTH AND WELLNESS$129,774$0$0$0$162,895$0$9,982$0$4,728$0$307,379$0$0$0
RONALD DICK
PROFESSOR, ANESTHESIOLOGY$147,703$0$0$0$130,680$0$9,352$0$12,557$0$300,292$0$0$0
MANUEL TEJEDA
PROFESSOR OF MANAGEMENT$121,762$0$0$0$146,287$0$10,822$0$11,198$0$290,069$0$0$0
SUSAN ROSENTHAL
VP FOR BUSINESS & FINANCE$248,817$0$0$0$0$0$10,475$0$29,934$0$289,226$0$0$0
SMILKA MELGOZA
VP FOR INSTITUTIONAL ADVANCEMENT$223,537$0$20,125$0$0$0$10,035$0$21,610$0$275,307$0$0$0
YVETTE KOOTTUNGAL
VICE PRESIDENT FOR STRATEGIC INITIAT$223,817$0$0$0$0$0$9,475$0$30,708$0$264,000$0$0$0
IOAN DARABAN
DEAN, SCHOOL OF BUSINESS$239,337$0$0$0$0$0$9,675$0$11,619$0$260,631$0$0$0
JULIE ISHA
VP FOR ENROLLMENT AND MARKETING$231,875$0$0$0$0$0$9,275$0$13,820$0$254,970$0$0$0
JENNIFER PUGH
VP FOR UNIVERSITY ADMINISTRATION$219,529$0$0$0$0$0$9,122$0$24,844$0$253,495$0$0$0
PABLO ORTIZ
PROVOST$170,538$0$0$0$0$0$0$0$11,495$0$182,033$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST-CLASS TRAVEL IS PROVIDED AND TREATED AS NON-TAXABLE COMPENSATION TO THE PRESIDENT. HOUSING ALLOWANCE & PERSONAL SERVICES: AS A CONDITION OF EMPLOYMENT, AND AS A CONVENIENCE TO THE UNIVERSITY, THE PRESIDENT IS PROVIDED A UNIVERSITY-OWNED HOME. THE UNIVERSITY USES THIS HOME EXTENSIVELY FOR UNIVERSITY FUNCTIONS AND PROVIDES GROUNDS CARE AT ALL TIMES AND HOUSEKEEPING WHEN THERE IS AN EVENT. THE HOME IS PROVIDED AS A NONTAXABLE BENEFIT TO THE PRESIDENT BECAUSE IT IS REQUIRED IN HIS CONTRACT AND HE RESIDES THERE FOR THE CONVENIENCE OF THE UNIVERSITY. THE UNIVERSITY PAYS THE MEMBERSHIP DUES FOR AN AIRLINE TRAVEL CLUB AND A COUNTRY CLUB FOR THE PRESIDENT. THESE MEMBERSHIPS ARE USED FOR BONA-FIDE BUSINESS PURPOSES AND THEREFORE, ARE TREATED AS NON-TAXABLE.
PART I, LINE 5CLINICAL FACULTY PHYSICIANS IN THE SCHOOL OF PODIATRIC MEDICINE RECEIVED A PERCENT OF GROSS REVENUE COLLECTED FOR SERVICES AT THE TEACHING CLINICS.
PART I, LINE 7A NON-FIXED PAYMENT WAS MADE TO THE ORGANIZATION'S PRESIDENT IN THE FORM OF A DISCRETIONARY BONUS DETERMINED AND APPROVED BY THE BOARD

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY
A9000582272022-03-24$35,352,000SEE PART VI000
HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY
B9000582272022-07-28$18,902,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmt
A$5,629,000$35,366,508$268,797$7,014,508$28,083,2032025Yes (1)Yes (1)Yes (1)Yes (1)
B$5,136,000$18,902,000$196,840$18,641,7592012Yes (1)0Yes (1)Yes (1)$63,401

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)000000Yes (1)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (F) - BOND APT. I, LINE B - 2022A HIGHER EDUCATIONAL FACILITIES FINANCING - THE PURPOSE OF THE BOND ISSUE IS TO FULLY REFUND THE SERIES 2011 BONDS ISSUED 08/02/11, FUND VARIOUS CAPITAL PROJECTS IN THE AMOUNT OF $7,000,000, AND FUND TRANSACTION COSTS. 2022B HIGHER EDUCATION FINANCING AUTHORITY - THE PURPOSE OF THE BOND ISSUE IS TO FULLY REFUND THE 2021 BBVA LOAN BONDS, AND FUND CERTAIN TRANSACTION COSTS.
SCHEDULE K, PART I, COLUMN (F) - BOND BPT. I, LINE B - EDUCATIONAL FACILITIES REVENUE BOND (BARRY UNIVERSITY PROJECT), SERIES 2022C - THE PURPOSE OF THE BOND ISSUE IS TO FULLY REFUND THE SERIES 2012 BONDS ISSUED 03/28/12, AND FUND TRANSACTION COSTS.
SCHEDULE K, PART II, LINE 3THE DIFFERENCE BETWEEN PT. II LINE 3 TOTAL PROCEEDS OF ISSUE, AND ISSUE PRICE PER FORM 8038 IS DUE TO INVESTMENT EARNINGS.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDR MICHAEL ALLENPersonNm
Relationship With OrgPRESIDENTRelationshipWithOrgTxt
Loan PurposeSPLIT DOLLAR LOAN - LIFE INSURANCELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$700,000OriginalPrincipalAmt
Balance Due$756,354BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$756,354TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LAURA ALONSO-GALLO
FAMILY MEMBER OF BOARD MEMBER , JOHN BUSSEL$125,649W-2 WAGES AND BENEFITS0
MARY ELIZABETH ALLEN
FAMILY MEMBER OF BOARD MEMBER, MATTHEW ALLEN$73,605W-2 WAGES AND BENEFITS0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$670,292NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEQUIPMENT/SOFTWAREDesc
Contribution5ContributionCnt
Noncash Contributions Rpt F990$67,086NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ACOMPOSITION OF THE EXECUTIVE COMMITTEE OF THE BOARD: THE BOARD WILL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIRPERSON OF THE BOARD AND NOT LESS THAN FIVE (5) OTHER TRUSTEES. THE EXECUTIVE COMMITTEE WILL INCLUDE AT LEAST ONE (1) MEMBER OF THE SPONSORING CONGREGATION, WHICH SHALL BE THE PRIORESS OF THE SPONSORING CONGREGATION OR A BOARD MEMBER DESIGNATED BY THE PRIORESS. THE CHAIRPERSON OF THE BOARD IS ALSO THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE VICE CHAIRPERSONS OF THE BOARD AND CHAIRPERSON OF EACH COMMITTEE OF THE BOARD WILL ALSO BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE SECRETARY OF THE BOARD ("BOARD SECRETARY"), WHO MUST BE A TRUSTEE, WILL ALSO BE A MEMBER OF THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE A MEMBER OF THE EXECUTIVE COMMITTEE; AS A MEMBER OF THE EXECUTIVE COMMITTEE THE PRESIDENT WILL HAVE THE POWER TO VOTE AND WILL BE COUNTED AS A MEMBER OF THE EXECUTIVE COMMITTEE FOR THE PURPOSE OF DETERMINING A QUORUM EXCEPT WHEN THE SUBJECT OF THE VOTE CREATES A CONFLICT OF INTEREST PURSUANT TO ARTICLE XII (EG. PRESIDENT'S COMPENSATION, REMOVAL, OR OTHER CONFLICT AS DETERMINED BY THE BOARD). THE CHAIRPERSON OF THE BOARD SHALL BE EMPOWERED TO INVITE THE IMMEDIATE PAST CHAIRPERSON TO SERVE ON THE EXECUTIVE COMMITTEE. SCOPE OF THE COMMITTEE'S AUTHORITY: WHEN THE BOARD IS NOT IN SESSION AND PRUDENT MANAGEMENT REQUIRES PROMPT ACTION, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OF THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION EXCEPT AS SUCH AUTHORITY IS LIMITED BY RESOLUTION OF THE BOARD, AND ANY SUCH ACTION SHALL BE SUBMITTED TO THE BOARD AT ITS NEXT MEETING FOR REVIEW. ACTIONS BY THE EXECUTIVE COMMITTEE, AS DESCRIBED IN THIS PROVISION, SHALL BE USED SPARINGLY AND SHALL NOT BE ABUSED. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS.
FORM 990, PART VI, SECTION A, LINE 7ATHE UNIVERSITY'S SPONSORING CONGREGATION SELECTS UP TO THREE SISTERS TO SERVE AS TRUSTEES, ONE OF WHICH SHALL BE THE PRIORESS OF THE SPONSORING CONGREGATION OR THE PRIORESS' DESIGNEE.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE SPONSORING CONGREGATION'S PRIORESS AND GENERAL COUNCIL OR THEIR DESIGNEE: - ANY CHANGES TO THE PURPOSES AND MISSION OF THE ORGANIZATION - THE SLATE OF NOMINEES FOR APPOINTMENT TO THE PRESIDENT OF THE ORGANIZATION - ANY AMENDMENTS TO THE ARTICLES OR BYLAWS OF THE ORGANIZATION THAT AFFECT THE POWERS OR RIGHTS OF THE SPONSORING CONGREGATION - THE NOMINEES TO THE BOARD AND SELECTING THOSE PERSONS TO BE APPOINTED AS THE SPONSORING CONGREGATION TRUSTEES - THE PURCHASE, SALE, LEASE OR MORTGAGE OF REAL PROPERTY OF THE ORGANIZATION IN AN AMOUNT MORE THAN $5,000,000 FOR PURCHASES, SALE, AND MORTGAGES AND MORE THAN $50,000 PER MONTH FOR LEASES - THE MERGER OR DISSOLUTION OF THE ORGANIZATION AND UPON APPROVAL OF DISSOLUTION, THE APPROVAL OF THE DISPOSITION OF THE ASSETS OF THE ORGANIZATION AS SET FORTH IN THE ARTICLES
FORM 990, PART VI, SECTION B, LINE 11BBARRY 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. A PUBLIC INSPECTION COPY OF THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE EXTERNAL TAX FIRM ELECTRONICALLY FILES THE RETURN ON OR BEFORE THE DUE DATE INCLUDING EXTENSIONS.
FORM 990, PART VI, SECTION B, LINE 12CON 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 PRESIDENT'S CABINET (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, 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 PRESIDENT'S CABINET. 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 PRESIDENT'S CABINET OF A COVERED RELATIONSHIP AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE COVERED PERSON, THE PRESIDENT'S CABINET 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 BOARD OF TRUSTEES OR THE PRESIDENT'S CABINET WILL THEN DELIBERATE TO INDEPENDENTLY DETERMINE IF POSSIBLE CONFLICT OF INTEREST IDENTIFIED WILL BE APPROVED BY THE APPROPRIATE BODY TO ENSURE ADHERENCE TO THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15LINE 15A: THE PRESIDENT'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. LINE 15B: COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS APPROVED THROUGH HR IN COLLABORATION WITH THE PRESIDENT, VP, OR PROVOST RESPONSIBLE FOR THE AREA. HR USES COMPENSATION BENCHMARK DATA FOR ALL UNIVERSITY POSITIONS AND DOCUMENTS THE APPROVAL PROCESS THROUGH AUTOMATED BUSINESS PROCESS WORKFLOWS IN ITS SYSTEM OF RECORD.
FORM 990, PART VI, SECTION C, LINE 19THE 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 XI, LINE 9:CHANGE IN CASH SURRENDER VALUE -8,079.