2024-11-14T00:31:44-06:00 2024-06-30 593204548 JAMES MOORE & CO PL 2477 TIM GAMBLE PLACE SUITE 200 TALLAHASSEE FL 323084386 990 2023-07-01 320367342 UWF BUSINESS ENTERPRISES INC UWFB 8504742536 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 DR ED RANELLI CEO 8504742536 2024-11-13 1 1 KEVIN WARREN P00642409 8503866184 2024-10-30 2023 2024-10-15 13:58:12Z DR ED RANELLI 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 2060989 0 X WWW.UWF.EDU/BEI X 2011 FL UWF BUSINESS ENTERPRISES, INC. (BEI) IS A DIRECT SUPPORT ORGANIZATION THAT BUILDS AND MANAGES PUBLIC-PRIVATE PARTNERSHIPS IN ORDER TO CREATE NEW SERVICES AND BUSINESSES TO SUPPORT THE CAMPUS COMMUNITY. 3 2 1 10 0 0 0 25 1168333 1224894 5856 268454 256371 235094 1430560 1728467 3015 0 0 0 164891 172561 0 0 0 786011 849478 953917 1022039 476643 706428 6445229 6851430 9773467 9472455 -3328238 -2621025 X UWF BUSINESS ENTERPRISES, INC. (BEI) IS A DIRECT SUPPORT ORGANIZATION THAT BUILDS AND MANAGES PUBLIC-PRIVATE PARTNERSHIPS IN ORDER TO CREATE NEW SERVICES AND BUSINESSES TO SUPPORT THE CAMPUS COMMUNITY.THE UNIVERSITY OF WEST FLORIDA'S (UWF) MISSION IS TO PROVIDE STUDENTS WITH ACCESS TO HIGH-QUALITY, RELEVANT AND AFFORDABLE UNDERGRADUATE AND GRADUATE LEARNING EXPERIENCES, AND TO TRANSMIT, APPLY AND DISCOVER KNOWLEDGE THROUGH TEACHING, SCHOLARSHIP, RESEARCH AND PUBLIC SERVICE. BEI ASSISTS IN ACHIEVING THAT MISSION BY ENGAGING COMMUNITY PARTNERSHIPS THAT RESPOND TO MUTUAL CONCERNS AND OPPORTUNITIES AND THAT ADVANCE THE ECONOMY AND QUALITY OF LIFE IN THE REGION. 0 0 823212 0 1459988 FOOD SERVICE CONTRACT - OFFERS A RANGE OF INNOVATIVE, NUTRITIOUS DINING OPTIONS FOR THE CAMPUS COMMUNITY, COMBINING THE VALUE AND RESOURCES OF A GLOBAL FOOD SERVICES NETWORK WITH THE ON-SITE EXPERTISE OF LOCAL MANAGERS.BOOKSTORE CONTRACT - COURSE MATERIALS AND DISTRIBUTION MODEL THAT EMBRACES TECHNOLOGY, AFFORDABILITY, AND EQUITY ALLOWING FOR GREATER RETENTION, RECRUITMENT, STUDENT WELL-BEING AND ACCESSIBILITY. IT LEVELS THE PLAYING FIELD FOR ALL STUDENTS BY PROVIDING ALL REQUIRED COURSE MATERIALS TO STUDENTS FOR ONE EQUAL PRICE TO ALL STUDENTS ON AN OPT-OUT BASIS BILLED TO THEIR STUDENT ACCOUNT. INSTRUCTORS HAVE COMPLETE ACADEMIC FREEDOM TO SELECT WHATEVER MATERIALS ARE BEST FOR STUDENT LEARNING IN THEIR COURSE.THE UNIVERSITY SERVES A STUDENT POPULATION OF ABOUT 14,343. 823212 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X SUZANNA E DAUGHTRY 8504742536 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 C RAY JONES CHAIRMAN 0.10 0.00 X X 0 0 0 BETSY BOWERS SECRETARY-TREASURER 0.10 39.90 X X 0 280517 33456 RICHARD R BAKER VICE CHAIR AS OF FEBRUARY 2024 0.10 0.00 X X 0 0 0 ROBERT SIRES VICE CHAIR UNTIL FEBRUARY 2024 0.10 0.00 X X 0 0 0 DR FRANK RANELLI CEO 40.00 0.00 X 127981 0 31969 DR CHULA KING FORMER OFFICER 0.00 40.00 X 0 208653 40279 127981 489170 105704 1 1 1 0 UNIVERSITY OF WEST FLORIDA 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 FOOD SERVICE AND BOOKSTORE MANAGEMENT 648635 1 25 25 SERVICE & MANAGEMENT A 561499 528071 528071 FOOD SERVICE COMMISSIO 722514 426270 426270 BOOKSTORE COMMISSIONS 459210 270553 270553 1224894 37293 37293 336925 102183 234742 234742 234742 461500 230339 231161 231161 231161 MISCELLANEOUS REVENUE 900099 352 352 352 1728467 1459988 0 268454 X 172561 172561 19917 19917 696828 696828 3480 3480 1436 1436 1272 1272 126384 126384 161 161 1022039 823212 198827 0 212267 195660 685856 1081787 43472 130094 27213 23853 4321637 1077023 3498962 3244614 1977459 2175422 6445229 6851430 8843 8068 9701398 9323969 63226 140418 9773467 9472455 X 0 0 0 0 -3328238 -2621025 -3328238 -2621025 6445229 6851430 706428 785 0 X 0 1 X 1 0 X 3752664 844350 2908314 447426 111222 336204 121547 121451 96 3244614 LEASE RECEIVABLE 2175422 2175422 DUE TO UNIVERSITY OF WEST FLORIDA 140418 140418 X 1850300 785 6140 6925 1843375 -114908 -114908 1728467 1143087 6140 114908 121048 1022039 0 1022039 PART X, LINE 2: PURSUANT TO A DETERMINATION LETTER RECEIVED FROM THE INTERNAL REVENUE SERVICE, THE BEI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND AS SUCH, IS LIABLE FOR TAX ONLY ON BUSINESS INCOME UNRELATED TO THE PURPOSE FOR WHICH IT IS XEMPT. NO PROVISION FOR INCOME TAX EXPENSE OR LIABILITY HAS BEEN MADE. THERE ARE CURRENTLY NO ITERNAL REVENUE SERVICE AUDITS IN PROGRESS FOR ANY TAX PERIOD. WITH FEW EXCEPTIONS, THE BEI IS NO LONGER SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED JUNE 30, 2021 AND PRIOR. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -102,183. LOSS ON DISPOSAL OF FIXED ASSETS -12,725. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 102,183. LOSS ON DISPOSAL OF FIXED ASSETS 12,725. X X 0 0 0 0 0 0 0 0 0 BETSY BOWERS SECRETARY-TREASURER 0 278567 0 0 0 1950 0 23653 0 9803 0 313973 0 0 DR CHULA KING FORMER OFFICER 0 208653 0 0 0 0 0 20423 0 19856 0 248932 0 0 DR FRANK RANELLI CEO 127981 0 0 0 0 0 12113 0 19856 0 159950 0 0 0 FORM 990, PART V, LINES 2A AND 2B THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING TAX YEAR 2023. DUE TO THE USE OF THE SUPPORTED ORGANIZATION, UNIVERSITY OF WEST FLORIDA (UWF) AS A COMMON PAYMASTER, THE EMPLOYEES WERE REPORTED ON UWF'S FORM W-3. SIMILARLY THE SALARY EXPENSES WERE ALL REPORTED ON UWF'S FORM 941, EMPLOYER'S QUARTERLY FEDERAL TAX RETURN. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE APPOINTED IN THE FOLLOWING MANNER: A. ONE DIRECTOR SHALL BE APPOINTED BY THE CHAIR OF THE BOARD OF TRUSTEES; B. ONE DIRECTOR SHALL BE THE PRESIDENT OF THE UNIVERSITY OR THE PRESIDENT'S DESIGNEE; C. ONE DIRECTOR SHALL BE APPOINTED BY THE PRESIDENT OF THE UNIVERSITY (IN ADDITION TO B. ABOVE); D. TWO ADDITIONAL DIRECTORS MAY BE ELECTED BY A MAJORITY VOTE OF THE THEN CURRENT VOTING MEMBERS OF THE BOARD OF DIRECTORS. ALL DIRECTORS SHALL BE APPROVED BY THE UWF BOARD OF TRUSTEES; HOWEVER, THE PRESIDENT OF THE UNIVERSITY OR THE PRESIDENT'S DESIGNEE AND THE APPOINTMENTS MADE BY THE CHAIR OF THE BOARD OF TRUSTEES DO NOT REQUIRE APPROVAL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM BASED ON THE INFORMATION SUBMITTED BY MANAGEMENT. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990 AT A BOARD MEETING BEFORE IT IS FILED WITH THE IRS ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE BOARD OF DIRECTORS, OR ANY OF ITS COMMITTEES, SHALL DERIVE ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY, BY REASON OF HIS OR HER PARTICIPATION WITH UWF BUSINESS ENTERPRISE, INC. A FLORIDA NON-PROFIT CORPORATION. EACH INDIVIDUAL SHALL DISCLOSE TO THE ORGANIZATION ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE ORGANIZATION AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. EVERY BEI BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM EACH FISCAL YEAR. THE CONFLICT OF INTEREST FORMS ARE COLLECTED FROM THE BEI BOARD MEMBERS DURING THE ANNUAL RISK AND FRAUD UPDATE DURING A REGULARLY SCHEDULED BOARD OF DIRECTOR MEETING. BOARD MEMBERS OR OFFICERS WHO HAVE DECLARED OR HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE OR PARTICIPATE IN DISCUSSION CONCERNING THE APPLICABLE MATTER. THE UNIVERSITY OF WEST FLORIDA DIVISION OF FINANCE AND ADMINISTRATION VICE PRESIDENT'S OFFICE MAINTAINS THE FILES OF ALL BEI BOARD MEMBER CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR UWF BUSINESS ENTERPRISES' CEO IS DETERMINED BY THE UNIVERSITY OF WEST FLORIDA. UWF ESTABLISHED THE CEO'S COMPENSATION BY UTILIZING WRITTEN EMPLOYMENT CONTRACTS AND IS ANNUALLY APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON ITS WEBSITE OR UPON REQUEST. DOCUMENTS INCLUDE ARTICLES OF INCORPORATION, CONSUMER'S CERTIFICATE OF EXEMPTION, DIRECT SUPPORT ORGANIZATION REGULATIONS, AUDITED FINANCIAL STATEMENTS, AND THE MASTERS MANAGEMENT AGREEMENT. FORM 990, PART IX, LINE 11G BOOKSTORE MANAGEMENT: PROGRAM SERVICE EXPENSES 270,553. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,553. FOOD SERVICE MANAGEMENT: PROGRAM SERVICE EXPENSES 426,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,275. UNIVERSITY OF WEST FLORIDA 11000 UNIVERSITY PKWY PENSACOLA FL 32514 592976783 HIGHER EDUCATION FL 115 (1) N/A NONE 0 UNIVERSITY OF WEST FLORIDA FOUNDATION INC 11000 UNIVERSITY PKWY PENSACOLA FL 32514 596166292 UNIVERSITY FOUNDATION FL 501(C)(3) 170 (B)(1)(A) NONE 0 WEST FLORIDA HISTORIC TRUST INC 120 CHURCH STREET PENSACOLA FL 32502 237009319 HISTORIC PRESERVATION FL 501(C)(3) 170 (B)(1)(A) NONE 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0 UNIVERSITY OF WEST FLORIDA E 140418 CASH VALUE UNIVERSITY OF WEST FLORIDA M 696828 CASH VALUE UNIVERSITY OF WEST FLORIDA P 172561 CASH VALUE UNIVERSITY OF WEST FLORIDA O 230103 CASH VALUE