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Nonprofiteer
← UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC

Form 990 for tax year 2022

Filed by UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC.

Totals

Total revenue
$94,122,372
Total expenses
$47,707,818
Contributions and grants received
$67,554,206
Grants paid
$24,811,241
Program service revenue
$909,512
Investment income
$5,350,721
Other revenue
$20,307,933
Total assets, end of year
$639,424,003
Total liabilities, end of year
$174,189,011
Net assets or fund balances, end of year
$465,234,992
Program services expenses (Part IX)
$30,247,942
Management and general expenses
$10,598,228
Fundraising expenses
$6,861,648
Program service expenses (Part III)
$30,247,942

Program services were 63.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CARRIE DAANEN

    CHAIR & CHAIR, INVESTMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • ROSLYN BURTTRAM

    CO-VICE CHAIR & CHAIR, DONOR ENG. & STEWARDSHIP CM

    Total calculated
    $0
    Hours/week
    1

  • BRIAN BUTLER

    CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DANA PATTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • EVA TUKDARIAN CPA

    TREASURER & CHAIR, FINANCE & FACILITIES CMTE

    Total calculated
    $0
    Hours/week
    1

  • JOHN EULIANO

    IMM. PAST CHAIR & CHAIR, GOV. COMM.

    Total calculated
    $0
    Hours/week
    1

  • TANDREIA BELLAMY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLINT BULLOCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATHY ENGELMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER PIGMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROGER ZLOTOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES HARHI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STUART HEATON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN MILLER ATTORNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANNE OWEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN BARRY FORBES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURENCE CHRIS MARLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS MCNAMARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARC MCMURRIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA BLUME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR GIDEON LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK PLAUMANN

    CHAIR, AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN WYDRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR MICHAEL JOHNSON

    PROVOST, UCF EX-OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • LINH DANG

    CHAIR, UCF ALUMNI BOARD EX-OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE JOHN MIKLOS

    CHAIR, UCF BOARD OF TRUSTEES EX-OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RODNEY GRABOWSKI BEG922

    CEO & SENIOR VP FOR ADV. & PART.

    Total calculated
    $158,485
    From this org
    $0
    From related orgs
    $136,223
    Other
    $22,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $133,187 related
    Bonus
    $0 + $2,250 related
    Other
    $0 + $786 related
    Deferred
    $0 + $12,615 related
    Nontaxable benefits
    $0 + $9,647 related
    Filer's total
    $0 + $158,485 related

  • RACHEL SCHAEFER

    ASSOCIATE VP & CHIEF OF STAFF

    Total calculated
    $207,558
    From this org
    $0
    From related orgs
    $176,591
    Other
    $30,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $169,732 related
    Bonus
    $0 + $6,500 related
    Other
    $0 + $359 related
    Deferred
    $0 + $19,205 related
    Nontaxable benefits
    $0 + $11,762 related
    Filer's total
    $0 + $207,558 related

  • GLEN DAWES

    CHIEF FINANCIAL OFFICER

    Total calculated
    $259,609
    From this org
    $0
    From related orgs
    $214,301
    Other
    $45,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $212,801 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $21,982 related
    Nontaxable benefits
    $0 + $23,326 related
    Filer's total
    $0 + $259,609 related

  • KAREN COCHRAN

    INTERIM CEO (THRU 6/22)

    Total calculated
    $228,508
    From this org
    $0
    From related orgs
    $193,396
    Other
    $35,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $119,171 related
    Bonus
    $0 + $1,250 related
    Other
    $0 + $72,975 related
    Deferred
    $0 + $18,620 related
    Nontaxable benefits
    $0 + $16,492 related
    Filer's total
    $0 + $228,508 related

  • JEFFREY COATES

    ASSOCIATE VP ADV. COLLEGE & UNITS

    Total calculated
    $189,194
    From this org
    $0
    From related orgs
    $165,715
    Other
    $23,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $105,596 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $58,619 related
    Deferred
    $0 + $17,731 related
    Nontaxable benefits
    $0 + $5,748 related
    Filer's total
    $0 + $189,194 related

  • MARK WRIGHT

    ASSC VP, ATHLETICS DEVELOPMENT

    Total calculated
    $331,544
    From this org
    $0
    From related orgs
    $277,569
    Other
    $53,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $202,431 related
    Bonus
    $0 + $73,100 related
    Other
    $0 + $2,038 related
    Deferred
    $0 + $24,383 related
    Nontaxable benefits
    $0 + $29,592 related
    Filer's total
    $0 + $331,544 related

  • CHARLES ROBERTS

    ASSISTANT VP, COLLEGE OF MEDICINE DEV.

    Total calculated
    $255,855
    From this org
    $0
    From related orgs
    $203,824
    Other
    $52,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $201,752 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $572 related
    Deferred
    $0 + $24,448 related
    Nontaxable benefits
    $0 + $27,583 related
    Filer's total
    $0 + $255,855 related

  • SHANNON DUVALL

    ASST VP, DEV. COLLEGES & UNITS

    Total calculated
    $219,786
    From this org
    $0
    From related orgs
    $192,914
    Other
    $26,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $173,747 related
    Bonus
    $0 + $1,750 related
    Other
    $0 + $17,417 related
    Deferred
    $0 + $16,416 related
    Nontaxable benefits
    $0 + $10,456 related
    Filer's total
    $0 + $219,786 related

  • HEATHER JUNOD

    ASSC VP, ALUMNI ENG. & ANNUAL GIVING

    Total calculated
    $214,780
    From this org
    $0
    From related orgs
    $172,128
    Other
    $42,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $170,090 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $538 related
    Deferred
    $0 + $18,923 related
    Nontaxable benefits
    $0 + $23,729 related
    Filer's total
    $0 + $214,780 related

  • BECKY FULLMER

    ASSC VP, ADVANCEMENT OPERATIONS

    Total calculated
    $206,967
    From this org
    $0
    From related orgs
    $180,280
    Other
    $26,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $178,171 related
    Bonus
    $0 + $1,750 related
    Other
    $0 + $359 related
    Deferred
    $0 + $16,763 related
    Nontaxable benefits
    $0 + $9,924 related
    Filer's total
    $0 + $206,967 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
1. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - FOR VARIOUS UNIVERSITY EMPLOYEES, THE FOUNDATION MADE SUPPLEMENT PAYMENTS CALCULATED ANNUALLY WHICH INCLUDED GROSSED-UP AMOUNTS FOR TAX PURPOSES PER UNIVERSITY POLICY. THE TOTAL GROSSED-UP AMOUNTS WERE INCLUDED IN THE EMPLOYEES' REPORTABLE TAXABLE COMPENSATION. TOTAL GROSSED-UP AMOUNTS IS $53,786. 2. HEALTH OR SOCIAL CLUB DUES - THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. TOTAL CLUB DUES PAID WERE $2,489.
PART II
A. THE ASSOCIATE VP - ATHLETICS DEVELOPMENT, RECEIVED AN INCENTIVE BONUS PAY IN CALENDAR YEAR 2022. B. THE INTERIM CEO AND THE ASSOCIATE VP - ADV. COLLEGE & UNITS BOTH RECEIVED LEAVE PAYOUT, WHICH WAS INCLUDED IN THE OTHER REPORTABLE INCOME.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202421299349301027

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