2026-05-15T13:40:59-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 590624364 BARRY UNIVERSITY INC BARR 3058993050 11300 NE 2ND AVENUE MIAMI SHORES FL 331616695 DR MICHAEL ALLEN PRESIDENT 3058993050 2026-05-15 1 0 DAREN DAIGA P01074795 5055022746 2026-05-15 2024 2025-03-06 01:10:19Z DR MICHAEL ALLEN 11300 NE 2ND AVENUE MIAMI SHORES FL 331616695 215588870 0 0928 X HTTP://WWW.BARRY.EDU X 1940 FL FOUNDED 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. 32 29 2231 289 493421 0 7576561 6506771 180293105 188969183 1861711 2731504 4161321 5116025 193892698 203323483 52711939 55454423 0 0 79710857 79970315 83000 40000 161176 63652418 67232065 196158214 202696803 -2265516 626680 213664847 209230886 81977854 74587587 131686993 134643299 X BARRY 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. 0 0 119497032 55454423 170494605 INSTRUCTIONAL 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. 34619045 0 22152871 STUDENT 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. 7004913 0 319950 THE 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. 161120990 1 1 0 1 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 7743 0 1 2231 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 32 29 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X JUDITH PENATE 3058993050 11300 NE 2ND AVENUE MIAMI SHORES FL 331616695 DR MICHAEL ALLEN PRESIDENT 40.00 X X 611247 0 200537 GREGORY GREENE CHAIRPERSON 1.00 X X 0 0 0 HEATHER J ROHAN FACHE CHAIRPERSON 1.00 X X 0 0 0 JOHN M BUSSEL VICE CHAIRPERSON 1.00 X X 0 0 0 TANYA I DAVIS CPA VICE CHAIRPERSON 1.00 X X 0 0 0 CHRISTOPHER J GRUCHACZ SECRETARY 1.00 X 0 0 0 MATTHEW ALLEN TRUSTEE 1.00 X 0 0 0 CARLOS ARBOLEDA TRUSTEE 1.00 X 0 0 0 DENISE KIM BEAMER JD TRUSTEE 1.00 X 0 0 0 SISTER MARY ANN CAULFIELD OP TRUSTEE 1.00 X 0 0 0 HENRI CROCKETT TRUSTEE 1.00 X 0 0 0 SR ROSEMARY T FINNEGAN OP TRUSTEE 1.00 X 0 0 0 NELSON FONSECA JR TRUSTEE 1.00 X 0 0 0 JOHN D FUMAGALLI TRUSTEE 1.00 X 0 0 0 ALLYSON MAYNARD-GIBSON QC LLM TRUSTEE 1.00 X 0 0 0 XAVIER GONZALEZ TRUSTEE 1.00 X 0 0 0 PIETER VAN DER HEIDE TRUSTEE 1.00 X 0 0 0 MONSIGNOR CHANEL JEANTY JCL TRUSTEE 1.00 X 0 0 0 DAVID LAWRENCE JR TRUSTEE 1.00 X 0 0 0 ADRIENE MCCOY TRUSTEE 1.00 X 0 0 0 CHRISTOPHER MCFARLANE CPA JD TRUSTEE 1.00 X 0 0 0 KIMBERLY TOPPING MORRIS TRUSTEE 1.00 X 0 0 0 MATTHEW J MUHART TRUSTEE 1.00 X 0 0 0 WILLIAM R O'DONNELL PE SECB TRUSTEE 1.00 X 0 0 0 LINDA O PEREZ ESQ TRUSTEE 1.00 X 0 0 0 KERRY-ANN ROYES TRUSTEE 1.00 X 0 0 0 KEVIN W SHAUGHNESSY ESQ TRUSTEE 1.00 X 0 0 0 SISTER PATRICIA SIEMEN OP JD TRUSTEE 1.00 X 0 0 0 JOY TAYLOR TRUSTEE 1.00 X 0 0 0 GRETA ENID MATTA TROTMAN ESQ TRUSTEE 1.00 X 0 0 0 GREGORY C WARD ESQ TRUSTEE 1.00 X 0 0 0 JEAN-PIERRE DEBARROS TRUSTEE 1.00 X 0 0 0 PABLO ORTIZ PROVOST 40.00 X 170538 0 11495 SUSAN ROSENTHAL VP FOR BUSINESS & FINANCE 40.00 X 248817 0 40409 JENNIFER PUGH VP FOR UNIVERSITY ADMINISTRATION 40.00 X 219529 0 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213664847 209230886 X 626680 2337705 -8079 X 0 1 X 1 1 1 X 13944285 20894563 11009392 7576562 6506771 59931573 13944285 20894563 11009392 7576562 6506771 59931573 502971 59428602 2173196 2376771 2187472 2008016 3900473 12645928 5376 5376 2213606 2761754 3652023 3573069 3707332 15907784 88490661 922697895 0.67160 0.67710 X 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 II THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 72180 0 1 38971 111151 0 PART II-B, LINE 1: BETWEEN 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. X 1 6.20 0 0 0 1 1 80.00 2000 0 186476 0 0 X 0 58752320 709313 4062926 812433 62712126 53988781 795026 4854405 731288 154604 58752320 49943246 897023 3938925 785596 4817 53988781 54487883 461786 -4131212 703771 171440 49943246 45993199 415031 9702656 677632 945371 54487883 0.33340 0.66660 0.00000 0 0 7803612 7803612 190572256 106982850 83589406 64061025 54475424 9585601 641593 641593 101620212 CORPORATE BONDS 5513066 F LAND AND BUILDING HELD FOR INVESTMENT 14250000 F HEDGE FUNDS 1420069 F OTHER INVESTMENTS 394909 F BENEFICIAL INTEREST IN PERPETUAL TRUST 6053103 F U.S. GOVERNMENT OBLIGATIONS 837012 F 28468159 STUDENT DEPOSITS 8209335 OTHER LIABILITIES 7506936 OPERATING LEASE LIABILITIES 2609683 18325954 X 150266620 2337705 31287 36647 2405639 147860981 55462502 55462502 203323483 147310314 31287 36647 67934 147242380 55454423 55454423 202696803 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE 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 6 BARRY UNIVERSITY RECEIVES ASSISTANCE FROM TITLE IV PROGRAMS INCLUDING FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, FEDERAL WORK-STUDY PROGRAM, ETC. CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICE CARE CENTER FOR COUNSELING 5019 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1420069 0 2 0 0 0 2 1425088 0 1425088 0 0 1 1 0 0 PART I, LINE 3: THE ORGANIZATION TRACKED EXPENDITURES IN ACCORDANCE WITH THE ACCRUAL BASIS OF ACCOUNTING. SCHEDULE F, PT. IV, LINE 4 THE 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 3 THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE FOREIGN CORPORATION AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING THRESHOLDS FOR FORM 5471. X X X X X 1 HFCF LLC 2000 PONCE DE LEON BLVD SUITE 600 CORAL GABLES FL 33134 CONSULTING 0 0 40000 -40000 40000 -40000 FL GOLF TOURNAMENT 36647 16255 20392 14408 12964 9275 36647 16255 20392 14408 12964 9275 36647 -16255 SCHEDULE G, PART I, LINE 2B THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE, NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. 1 STUDENT SCHOLARSHIPS/AWARDS 3639 55454423 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. NO CASH CHANGES HANDS AND FUNDS ARE DIRECTLY APPLIED TO STUDENT ACCOUNTS. X X X X 1 1 X X 0 0 0 1 0 0 0 1 0 DR MICHAEL ALLEN PRESIDENT 499247 0 100000 0 12000 0 24880 0 175657 0 811784 0 0 0 CHERISON CUFFY ASSOCIATE PROFESSOR, PODIATRIC MEDIC 114674 0 0 0 235720 0 14508 0 29018 0 393920 0 0 0 ROBERT SNYDER DEAN, SCHOOL OF PODIATRIC MEDICINE 325954 0 0 0 0 0 13075 0 1492 0 340521 0 0 0 JACQUELINE BRILL PROFESSOR, PODIATRIC MEDICINE 175561 0 0 0 109337 0 11760 0 22932 0 319590 0 0 0 LETICIA DIAZ DEAN, LAW 261098 0 0 0 15000 0 11468 0 27277 0 314843 0 0 0 JOHN MCFADDEN FORMER VP FOR HEALTH AND WELLNESS 129774 0 0 0 162895 0 9982 0 4728 0 307379 0 0 0 RONALD DICK PROFESSOR, ANESTHESIOLOGY 147703 0 0 0 130680 0 9352 0 12557 0 300292 0 0 0 MANUEL TEJEDA PROFESSOR OF MANAGEMENT 121762 0 0 0 146287 0 10822 0 11198 0 290069 0 0 0 SUSAN ROSENTHAL VP FOR BUSINESS & FINANCE 248817 0 0 0 0 0 10475 0 29934 0 289226 0 0 0 SMILKA MELGOZA VP FOR INSTITUTIONAL ADVANCEMENT 223537 0 20125 0 0 0 10035 0 21610 0 275307 0 0 0 YVETTE KOOTTUNGAL VICE PRESIDENT FOR STRATEGIC INITIAT 223817 0 0 0 0 0 9475 0 30708 0 264000 0 0 0 IOAN DARABAN DEAN, SCHOOL OF BUSINESS 239337 0 0 0 0 0 9675 0 11619 0 260631 0 0 0 JULIE ISHA VP FOR ENROLLMENT AND MARKETING 231875 0 0 0 0 0 9275 0 13820 0 254970 0 0 0 JENNIFER PUGH VP FOR UNIVERSITY ADMINISTRATION 219529 0 0 0 0 0 9122 0 24844 0 253495 0 0 0 PABLO ORTIZ PROVOST 170538 0 0 0 0 0 0 0 11495 0 182033 0 0 0 PART I, LINE 1A FIRST-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 5 CLINICAL FACULTY PHYSICIANS IN THE SCHOOL OF PODIATRIC MEDICINE RECEIVED A PERCENT OF GROSS REVENUE COLLECTED FOR SERVICES AT THE TEACHING CLINICS. PART I, LINE 7 A NON-FIXED PAYMENT WAS MADE TO THE ORGANIZATION'S PRESIDENT IN THE FORM OF A DISCRETIONARY BONUS DETERMINED AND APPROVED BY THE BOARD A HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY 900058227 2022-03-24 35352000 SEE PART VI 0 0 0 B HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY 900058227 2022-07-28 18902000 SEE PART VI 0 0 0 A 5629000 35366508 268797 7014508 28083203 2025 1 1 1 1 B 5136000 18902000 63401 196840 18641759 2012 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, COLUMN (F) - BOND A PT. 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 B PT. 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 3 THE DIFFERENCE BETWEEN PT. II LINE 3 TOTAL PROCEEDS OF ISSUE, AND ISSUE PRICE PER FORM 8038 IS DUE TO INVESTMENT EARNINGS. DR MICHAEL ALLEN PRESIDENT SPLIT DOLLAR LOAN - LIFE INSURANCE X 700000 756354 0 1 1 756354 LAURA ALONSO-GALLO FAMILY MEMBER OF BOARD MEMBER , JOHN BUSSEL 125649 W-2 WAGES AND BENEFITS 0 MARY ELIZABETH ALLEN FAMILY MEMBER OF BOARD MEMBER, MATTHEW ALLEN 73605 W-2 WAGES AND BENEFITS 0 X 5 670292 FMV X EQUIPMENT/SOFTWARE 5 67086 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A COMPOSITION 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 7A THE 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 7B THE 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 11B 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. 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 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 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 15 LINE 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 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 XI, LINE 9: CHANGE IN CASH SURRENDER VALUE -8,079.