2026-04-02T09:09:31-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-06-01 590624401 FLORIDA SOUTHERN COLLEGE FLOR 8636804148 111 LAKE HOLLINGSWORTH DR LAKELAND FL 338015607 V TERRY DENNIS VP FINANCE & ADMINISTRATION 8636804148 2026-03-30 1 1 TINA HENTON P00630282 4078021200 2026-03-27 2024 2025-03-06 01:10:19Z DR JEREMY P MARTIN 111 LAKE HOLLINGSWORTH DR LAKELAND FL 338015607 245603703 0 X WWW.FLSOUTHERN.EDU X 1885 FL PRIVATE UNITED METHODIST AFFILIATED COLLEGE THAT IS COMMITTED TO EDUCATIONAL EXCELLENCE. 34 34 1694 175 30655 0 42753599 23342841 146325771 156085266 4627473 6568981 2031582 2235046 195738425 188232134 62878250 64082198 0 0 50821907 53535590 0 0 1650675 53672338 58671405 167372495 176289193 28365930 11942941 344271848 359297958 48889619 47669746 295382229 311628212 X FLORIDA SOUTHERN COLLEGE (FLORIDA SOUTHERN OR THE COLLEGE) IS COMMITTED TO EDUCATIONAL EXCELLENCE AND IS A SELECTIVE COMPREHENSIVE, PRIVATE, UNITED METHODIST AFFILIATED COLLEGE WITH A STRONG LIBERAL ARTS CORE AND SIGNATURE PROGRAMS. (SEE SCHEDULE O.)THE COLLEGE ENROLLS A TALENTED STUDENT BODY AND INCLUDES AN ACCOMPLISHED FACULTY WHO ARE DEDICATED TO TEACHING EXCELLENCE. OUTSTANDING OPPORTUNITIES FOR ENGAGED LEARNING, STUDENT-FACULTY COLLABORATIVE RESEARCH AND PERFORMANCE, SERVICE LEARNING, STUDY ABROAD, AND HONORS STUDY ARE DISTINCTIVE FEATURES OF THE ACADEMIC PROGRAM AT FLORIDA SOUTHERN. THE COLLEGE OFFERS EXCEPTIONAL STUDENT LIFE PROGRAMS, INCLUDING A CHAMPIONSHIP ATHLETIC PROGRAM. 0 0 154084990 64082198 156085266 FLORIDA SOUTHERN COLLEGE IS A PRIVATE, COMPREHENSIVE COLLEGE DEDICATED TO TEACHING EXCELLENCE IN 60 PROGRAMS OF STUDY FOR UNDERGRADUATE STUDENTS. THE COLLEGE OFFERS 16 MASTER DEGREE PROGRAMS IN BUSINESS, EDUCATION, NURSING AND PSYCHOLOGY, ALONG WITH FOUR DOCTORATE PROGRAMS IN EDUCATION, NURSING, AND PHYSICAL THERAPY. THE COLLEGE IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS COMMISSION ON COLLEGES. IN 2024, THE COLLEGE WELCOMED A FRESHMAN CLASS OF 762 AS PART OF THE INSTITUTION'S 2,605 FULL-TIME TRADITIONAL UNDERGRADUATE POPULATION, REPRESENTING 47 STATES AND 46 COUNTRIES AND TERRITORIES. NOTABLY, 81% OF THESE STUDENTS RESIDE IN CAMPUS HOUSING. MORE THAN 99% RECEIVE SOME FORM OF FINANCIAL ASSISTANCE, INCLUDING 36% WHO RECEIVE PELL GRANTS. (SEE SCHEDULE O.)FLORIDA SOUTHERN IS NATIONALLY RECOGNIZED FOR EXCELLENCE IN EXPERIENTIAL EDUCATION. OUR ENGAGED LEARNING PEDAGOGY CHALLENGES STUDENTS TO DEEPEN THEIR LEARNING AND EXPLORE THEIR POTENTIAL. WE ARE PROUD TO PROVIDE STUDENTS WITH OPPORTUNITIES TO APPLY THEIR LEARNING THROUGH STUDENT-FACULTY COLLABORATIVE RESEARCH, STUDENT MUSICAL PERFORMANCES, SERVICE LEARNING, CIVIC ENGAGEMENT, INTERNSHIPS, AND STUDY-ABROAD OPPORTUNITIES. THE COLLEGE'S INSTRUCTIONAL STAFF INCLUDES 165 FULL TIME FACULTY, CONTRIBUTING TO A SUPPORTIVE ACADEMIC ENVIRONMENT WITH A 14:1 STUDENT FACULTY RATIO. FACULTY CREDENTIALS ARE EQUALLY IMPRESSIVE, WITH 78% HOLDING TERMINAL DEGREES IN THEIR FIELDS.FLORIDA SOUTHERN COLLEGE EMPHASIZES WHOLE-STUDENT DEVELOPMENT AND MAINTAINS A COMPREHENSIVE CO-CURRICULAR PROGRAM THAT SUPPORTS INTELLECTUAL, PHYSICAL, SPIRITUAL, AND SOCIAL GROWTH. IN ADDITION TO CLASSROOM INSTRUCTION, STUDENTS PARTICIPATE IN LEADERSHIP DEVELOPMENT, SERVICE LEARNING, CAMPUS MINISTRY, ATHLETICS, PERFORMING ARTS, AND PROFESSIONAL ORGANIZATIONS. THESE ACTIVITIES ARE GUIDED BY TRAINED PROFESSIONAL STAFF AND ARE INTEGRATED INTO THE COLLEGE'S EDUCATIONAL MISSION.FLORIDA SOUTHERN CONTINUES TO RECEIVE NATIONAL RECOGNITION FOR ACADEMIC QUALITY AND INSTITUTIONAL EFFECTIVENESS. THE COLLEGE IS REGULARLY INCLUDED IN THE PRINCETON REVIEW'S BEST COLLEGES, U.S. NEWS & WORLD REPORT, COLLEGES OF DISTINCTION, AND THE FISKE GUIDE TO COLLEGES. THE COLLEGE HAS ALSO BEEN RECOGNIZED BY U.S. NEWS & WORLD REPORT AMONG "BEST VALUE SCHOOLS, AND BY MONEY MAGAZINE FOR EDUCATIONAL VALUE AND RETURN ON INVESTMENT.THE BARNEY BARNETT SCHOOL OF BUSINESS AND FREE ENTERPRISE HOLDS AACSB ACCREDITATION AND HAS BEEN RECOGNIZED BY BUSINESS JOURNALS, INCLUDING POETS&QUANTS, CEO MAGAZINE, AND BLOOMBERG BUSINESSWEEK. ITS MBA PROGRAM HAS BEEN IDENTIFIED AS A TIER ONE PROGRAM AND INCLUDED IN NATIONAL RANKINGS OF ONLINE MBA PROGRAMS. THE ANN BLANTON EDWARDS SCHOOL OF NURSING AND HEALTH SCIENCES AND THE SCHOOL OF EDUCATION HAVE ALSO RECEIVED NATIONAL RECOGNITION THROUGH U.S. NEWS & WORLD REPORT'S GRADUATE PROGRAM RANKINGS.THE COLLEGE'S 120-ACRE CAMPUS SUPPORTS ITS ACADEMIC AND CO-CURRICULAR MISSION THROUGH ACADEMIC BUILDINGS, RESIDENCE HALLS, ATHLETIC FACILITIES, STUDENT LIFE AND ACTIVITY SPACES, ADMINISTRATIVE OFFICES, STUDENT SUPPORT AND LEARNING CENTERS, A PERFORMING ARTS CENTER, AUDITORIA FOR CAMPUS PROGRAMMING, CHAPELS FOR CAMPUS MINISTRIES, AND MAINTENANCE AND WORKSHOP FACILITIES. THE COLLEGE ALSO OWNS AND OPERATES NEARBY APARTMENT COMPLEXES USED FOR STUDENT HOUSING.FLORIDA SOUTHERN'S CAMPUS HAS RECEIVED NATIONAL RECOGNITION FOR ARCHITECTURAL SIGNIFICANCE AND CAMPUS ENVIRONMENT, INCLUDING RANKINGS AMONG THE MOST BEAUTIFUL CAMPUSES IN THE NATION. 154084990 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 1 1 0 0 1 220 0 1 1694 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X V TERRY DENNIS 8636804148 111 LAKE HOLLINGSWORTH DR LAKELAND FL 338015607 ROBERT L FRYER JR CHAIRMAN 10.00 X X 0 0 0 RICHARD T FULTON VICE CHAIRMAN 1.00 X X 0 0 0 ROBERT E PUTERBAUGH SECRETARY 5.00 X X 0 0 0 WILLIAM E CRENSHAW TREASURER 1.00 X X 0 0 0 J STEPHEN BUCK ASSISTANT SECRETARY 1.00 X X 0 0 0 KEITH R BEREND TRUSTEE 1.00 X 0 0 0 KEVIN F BROWNE JR TRUSTEE 1.00 X 0 0 0 SONJI CONEY TRUSTEE 1.00 X 0 0 0 BISHOP ROBERT E FANNIN TRUSTEE 1.00 X 0 0 0 ALFONSO GARCIA III TRUSTEE 1.00 X 0 0 0 ANN H HANSEN TRUSTEE 1.00 X 0 0 0 ROGER W HOLLER III TRUSTEE 1.00 X 0 0 0 RICHARD C JENSEN TRUSTEE (THRU 5/31/2025) 1.00 X 0 0 0 BERNARD L LITTLE JR TRUSTEE (THRU 5/31/2025) 1.00 X 0 0 0 STANLEY Y LITTLE TRUSTEE 1.00 X 0 0 0 GREGORY A MASTERS TRUSTEE (AS OF 6/1/2024) 1.00 X 0 0 0 DOMINGO R MOREIRA TRUSTEE 1.00 X 0 0 0 H WILLIAM MUTZ TRUSTEE (THRU 5/31/2025) 1.00 X 0 0 0 MARK A PITTS TRUSTEE 1.00 X 0 0 0 WILLIAM K POU JR TRUSTEE 1.00 X 0 0 0 MARJORIE H ROBERTS TRUSTEE (THRU 5/31/2025) 1.00 X 0 0 0 JULIA L ROBERTS TRUSTEE (AS OF 6/1/2024) 1.00 X 0 0 0 SUSAN E ROBERTS TRUSTEE 1.00 X 0 0 0 J JASON RODDA TRUSTEE 1.00 X 0 0 0 DAVID E ROGERS TRUSTEE 1.00 X 0 0 0 GEORGE W ROGERS TRUSTEE 1.00 X 0 0 0 CAROLINE H SCHICHTEL TRUSTEE 1.00 X 0 0 0 ROBERT R SHARP TRUSTEE 1.00 X 0 0 0 EVETT L SIMMONS TRUSTEE 1.00 X 0 0 0 W SCOTT THORNTON TRUSTEE 1.00 X 0 0 0 DAVID J ADAMS TRUSTEE 1.00 X 0 0 0 WILLIAM D DROST TRUSTEE 1.00 X 0 0 0 JACK R HARRELL III TRUSTEE 1.00 X 0 0 0 COURTNEY B MAKRIS TRUSTEE 1.00 X 0 0 0 ASHLEY G BARNETT TRUSTEE 1.00 X 0 0 0 MICHAEL A CAMPANELLI TRUSTEE 1.00 X 0 0 0 EVELYN P DOHERTY TRUSTEE 1.00 X 0 0 0 GREGORY J FANCELLI TRUSTEE 1.00 X 0 0 0 ANNE B KERR PRESIDENT (THRU 07/2024) 40.00 2.00 X 488490 0 49514 JEREMY P MARTIN PRESIDENT (AS OF 08/2024) 40.00 2.00 X 181046 0 25945 V TERRY DENNIS VP OF FINANCE AND ADMINIST 40.00 2.00 X 355768 0 40722 JOHN P GRUNDIG VP OF ENROLLMENT MANAGEMEN 40.00 X 292552 0 47991 HEATHER PHARRIS VP OF DEVELOPMENT 40.00 X 223444 0 36171 TRACEY D TEDDER PROVOST 40.00 X 227500 0 32001 LAUREN ALBAUM VP OF STUDENT LIFE 40.00 X 120159 0 12295 J MICHAEL WEBER DEAN OF BUSINESS 40.00 X 253380 0 31908 KRISTA LEWELLYN MBA PROGRAM DIRECTOR 40.00 X 240573 0 22386 GRISSELLE CENTENO PROFESSOR 40.00 X 243175 0 22045 WARREN WAITE WILLIS PROFESSOR 40.00 X 281840 0 14230 LALY JOSEPH DEAN OF NURSING 40.00 X 295000 0 34821 3202927 0 370029 82 0 1 0 RODDA CONSTRUCTION INC 250 EAST HIGHLAND DRIVE LAKELAND FL 33813 CONSTRUCTION SERIVCES 12406536 GUEST SERVICES INC PO BOX 742707 ATLANTA GA 30374 CAFETERIA MANAGEMENT 7939196 Q&Q INC PO BOX 1647 EATON PARK FL 33840 CONTRACTOR 1372919 REGISTER CONSTRUCTION & ENGINEERING INC 3730 NEW TAMPA HIGHWAY LAKELAND FL 33815 CONSTRUCTION SERIVCES 1103101 TRILOGY LEASING CO LLC PO BOX 87618 CHICAGO IL 60680 CONTRACTOR 901084 69 133112 225099 1170614 21814016 2289440 23342841 TUITION & FEES 611310 125433859 125433859 DORMITORY & FOOD SERVICE 611310 28390844 28390844 AUXILIARY SERVICES 611310 2100763 2100763 RENTAL TO STUDENTS/FACULTY 531120 132200 132200 OTHER STUDENT FEES 611310 27600 27600 156085266 5116831 5116831 58655036 57202886 1452150 1452150 1452150 114766 133112 133112 -18346 -18346 85982 35571 50411 50411 STUDENT INSURANCE PREMIUMS 524292 641637 641637 EVENT ADMISSION 900099 183957 183957 LESSONS/MEMBERSHIPS 900099 30655 30655 1346732 1346732 2202981 188232134 156085266 30655 8773372 64082198 64082198 1942252 254091 1302634 385527 39991297 35477973 3964486 548838 2418803 2033608 385195 6338380 5140308 1038909 159163 2844858 2531110 275287 38461 139724 139724 252770 252770 70409 70409 6503727 5992652 481194 29881 1816320 1527526 288794 3625862 2037436 1477582 110844 7709797 5725754 1980728 3315 994165 974749 16204 3212 862670 862670 9443589 8521823 921766 4730580 284555 4446025 PROGRAM EXPENSES 7615300 7182075 400505 32720 FOOD EXPENSE 7530990 7530990 EQUIPMENT RENTAL 2475635 1069326 1397090 9219 DUES AND SUBSCRIPTIONS 384854 66301 249254 69299 4515013 3652515 602302 260196 176289193 154084990 20553528 1650675 10106618 5926368 12840279 7922765 27722891 26343244 3209470 4058227 831877 765784 60511 101424 1308765 1456724 332622997 152189350 172812318 180433647 103966188 119992398 11412931 12297377 344271848 359297958 9366029 8056528 2849098 3291932 108267 121077 29182425 28469183 7383800 7731026 48889619 47669746 X 158514234 162357325 136867995 149270887 295382229 311628212 344271848 359297958 X 11942941 4050998 252044 X 0 1 X 1 1 1 X 24878838 17312837 15877888 42753599 23342841 124166003 24878838 17312837 15877888 42753599 23342841 124166003 39529190 84636813 1527428 1593306 3215372 4512486 5116831 15965423 2738989 3084021 2037393 2180970 2373074 12414447 152545873 706150697 0.55480 0.53540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2020 AMOUNT: $ 108,085. 2021 AMOUNT: $ 96,516. 2022 AMOUNT: $ 94,855. 2023 AMOUNT: $ 106,640. 2024 AMOUNT: $ 114,766. SALES OF INVENTORY - 2020 AMOUNT: $ 4,407. 2021 AMOUNT: $ 148,278. 2022 AMOUNT: $ 251,013. 2023 AMOUNT: $ 108,861. 2024 AMOUNT: $ 85,982. STUDENT INSURANCE - 2020 AMOUNT: $ 499,105. 2021 AMOUNT: $ 528,290. 2022 AMOUNT: $ 548,328. 2023 AMOUNT: $ 573,728. 2024 AMOUNT: $ 641,637. OTHER REVENUE - 2020 AMOUNT: $ 2,127,392. 2021 AMOUNT: $ 2,310,937. 2022 AMOUNT: $ 1,143,197. 2023 AMOUNT: $ 1,391,741. 2024 AMOUNT: $ 1,530,689. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 339282 0 0 X X X X 0 0 1 X 127718437 17008461 15340361 13997181 146070078 104912575 23921316 18375790 19491244 127718437 103929053 6813624 5970714 11800816 104912575 108088885 4855167 3689640 12704639 103929053 91481221 8290657 20692985 12375978 108088885 0.10977 0.45772 0.43251 0 1 1 147083 11357344 11504427 209061573 76901211 132160362 52435338 32584666 19850672 45933963 39120781 6813182 13687696 3582692 10105004 180433647 POST RETIREMENT BENEFIT OBLIGATION 1705261 CHARITABLE GIFT ANNUITY OBLIGATION 1410225 DEPOSITS 739912 ADVANCES FED AGENCY-STUDENT LOANS 341680 INTEREST PAYABLE 186113 GIFT CARDS 703 ROU LIABILITY - FINANCE 792575 ROU LIABILITY - OPERATING 2554557 7731026 X PART III, LINE 4: THE COLLEGE'S COLLECTION REPRESENTS AN ACCRETION OF GIFTS ACROSS MANY DECADES WITH THE OLDEST WORK DATING FROM THE LATE 16TH CENTURY. THE COLLEGE HAS MANY 18TH AND 19TH CENTURY WORKS, HOWEVER THE MAJORITY OF THE COLLECTION CONSISTS OF WORKS FROM THE 20TH AND NOW THE 21ST CENTURIES. THE COLLEGE'S USE OF THE COLLECTION INCLUDES TEACHING AND AESTHETIC EDUCATIONAL DISPLAY. THE COLLECTION SUPPORTS THE MISSION OF THE DEPARTMENT OF ART AND ART HISTORY AND COMPLEMENTS THE AFFILIATION WITH THE ASHLEY GIBSON BARNETT MUSEUM OF ART AT FLORIDA SOUTHERN COLLEGE, INC. THE COLLEGE'S CAMPUS CONTAINS THE LARGEST SINGLE SITE COLLECTION OF FRANK LLOYD WRIGHT STRUCTURES IN THE WORLD AND IS THE ONLY COLLEGE CAMPUS DESIGNED BY THE MASTER ARCHITECT. THE WRIGHT-DESIGNED BUILDINGS ON THE COLLEGE'S CAMPUS HAVE BEEN DESIGNATED AS A NATIONAL HISTORIC LANDMARK AND INCLUDED ON THE WORLD MONUMENT FUND'S LIST OF 100 MOST ENDANGERED SITES IN THE WORLD. THE INTERNATIONAL IMPORTANCE OF THE COLLEGE'S WRIGHT ARCHITECTURE AND PRESERVATION EFFORTS HAS RESULTED IN A NUMBER OF GRANTS TO ASSIST IN THESE EFFORTS. PART IV, LINE 2B: THE COLLEGE HOLDS AGENCY FUNDS AND ADMINISTERS THE FUNDS FOR VARIOUS CAMPUS GROUPS. PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PREDICTABLE STREAM OF INCOME TO FUND PROGRAMS THAT ARE SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE COLLEGE ADOPTED GUIDANCE ISSUED BY FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS OF JANUARY 1, 2007. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF THE TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION HAD NO EFFECT ON THE COLLEGE'S FINANCIAL STATEMENTS. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE MAY 31, 2022. THE COLLEGE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFIT TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COLLEGE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COLLEGE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT MAY 31, 2025. 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 COLLEGE'S NON-DISCRIMINATORY POLICY HAS BEEN PUBLISHED ONLINE ON THE SCHOOL'S WEBSITE AND IN THE COLLEGE CATALOG. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FINANCIAL AID FROM FEDERAL AND STATE GOVERNMENTAL AGENCIES. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGAM SERVICES STUDY ABROAD 166551 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGAM SERVICES STUDY ABROAD 1410279 0 0 0 0 0 0 1576830 0 1576830 0 0 0 0 0 0 POP SIKES 70740 36759 33981 33259 3500 BLADE & BLU 67680 40734 26946 5750 27367 7617 2 109458 55619 53839 7400 38019 10200 247878 133112 114766 13150 98645 21317 133112 -18346 1 TUITION DISCOUNTS/CREDITS 3206 60500770 0 N/A N/A SCHOLARSHIPS 365 3581428 0 N/A N/A PART I, LINE 2: GRANTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. THE COLLEGE MONITORS STUDENT TUITION ACCOUNTS FOR ANY STUDENT WHO RECEIVED A SCHOLARSHIP OR TUITION CREDIT. THE BURSAR'S OFFICE AND THE FINANCIAL AID OFFICE ENSURE THAT STUDENTS WHO RECEIVE SCHOLARSHIPS OR TUITION CREDITS MAINTAIN FULL-TIME OR PART-TIME STUDENT STATUS AND MEET ALL OTHER REQUIREMENTS, AS REQUIRED BY THE AWARDED SCHOLARSHIP, SO THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ANNE B KERR PRESIDENT (THRU 07/2024) 452490 0 0 0 36000 0 35700 0 13814 0 538004 0 0 0 V TERRY DENNIS VP OF FINANCE AND ADMINIST 355768 0 0 0 0 0 31833 0 8889 0 396490 0 0 0 JOHN P GRUNDIG VP OF ENROLLMENT MANAGEMEN 292552 0 0 0 0 0 29200 0 18791 0 340543 0 0 0 LALY JOSEPH DEAN OF NURSING 295000 0 0 0 0 0 20650 0 14171 0 329821 0 0 0 WARREN WAITE WILLIS PROFESSOR 281840 0 0 0 0 0 8107 0 6123 0 296070 0 0 0 J MICHAEL WEBER DEAN OF BUSINESS 253380 0 0 0 0 0 17737 0 14171 0 285288 0 0 0 GRISSELLE CENTENO PROFESSOR 243175 0 0 0 0 0 12794 0 9251 0 265220 0 0 0 KRISTA LEWELLYN MBA PROGRAM DIRECTOR 240573 0 0 0 0 0 13135 0 9251 0 262959 0 0 0 HEATHER PHARRIS VP OF DEVELOPMENT 223444 0 0 0 0 0 22300 0 13871 0 259615 0 0 0 TRACEY D TEDDER PROVOST 227500 0 0 0 0 0 22750 0 9251 0 259501 0 0 0 JEREMY P MARTIN PRESIDENT (AS OF 08/2024) 181046 0 0 0 0 0 18065 0 7880 0 206991 0 0 0 PART I, LINE 1A THE COLLEGE PROVIDED A HOUSING ALLOWANCE TO THE FORMER PRESIDENT DURING THE TAX YEAR, WHICH WAS INCLUDED IN THE TAXABLE COMPENSATION. FOR THE CURRENT PRESIDENT , NO RENT WAS PAID, AND THE VALUE OF THE PROVIDED HOUSING WAS INCLUDED IN THE TAXABLE COMPENSATION. TUITION REMISSION OFFICERS/DIRECTORS 66395 TUITION REMISSION TUITION REMISSION RODDA CONSTRUCTION TRUSTEE 9095194 CONSTRUCTION. 0 FORM 990, SCHEDULE L, PART IV: THE ABOVE BUSINESS TRANSACTION INVOLVING AN INTERESTED PERSON IS PROVIDED TO THE ORGANIZATION AT OR BELOW FAIR VALUE AND IS IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THIS TRANSACTION WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSON WAS EXCLUDED FROM THE DECISION MAKING PROCESS. X 4 289325 MARKET VALUE X VARIOUS ITEMS 110 115 DONOR VALUE 0 0 1 0 PART I, COLUMN (B): THE COLLEGE REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 2 JULIA L. ROBERTS AND MARJORIE H. ROBERTS - FAMILY RELATIONSHIP WILLIAM K. POU, JR. AND EVELYN P. DOHERTY - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF FLORIDA SOUTHERN COLLEGE SHALL BE THE INDIVIDUAL VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE COLLEGE. MEMBERSHIP IN THE COLLEGE IS NOT TRANSFERABLE OR ASSIGNABLE AND ALL TRUSTEES OF THE COLLEGE SHALL BE ELECTED BY THE FLORIDA ANNUAL CONFERENCE OF THE SOUTHEASTERN JURISDICTION OF THE UNITED METHODIST CHURCH FROM NOMINATIONS MADE BY THE BOARD OF TRUSTEES OF THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ELECTS UP TO 37 TRUSTEES FOR A TERM OF THREE YEARS EACH. THREE POSITIONS ON THE BOARD ARE HELD BY INDIVIDUALS BASED ON THEIR POSITIONS WITH OTHER ORGANIZATIONS. THE BISHOP AND LAY LEADER OF THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH ARE MEMBERS OF THE COLLEGE'S BOARD. THE PRESIDENT OF THE COLLEGE'S ALUMNI ASSOCIATION IS A MEMBER OF THE BOARD BASED ON SUCH A POSITION. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE COLLEGE'S CHARTER MUST BE APPROVED BY THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH. FORM 990, PART VI, SECTION B, LINE 11B THE COLLEGE'S FINANCE TEAM PREPARED THE SUPPORTING DOCUMENTATION FOR THE FORM 990 FOLLOWING THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINANCE TEAM LEAD BY THE VP OF FINANCE & ADMINISTRATION CONDUCTED A THOROUGH DETAILED REVIEW OF THE DRAFT FORM 990 AND ADDRESSED ANY QUESTIONS WITH THE ACCOUNTING FIRM. THE COLLEGE'S AUDIT COMMITTEE WAS PROVIDED THE DRAFT FORM 990 THAT WAS PRESENTED BY THE ACCOUNTING FIRM. THE AUDIT COMMITTEE HAD THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE CHANGES. FOLLOWING THE AUDIT COMMITTEE'S REVIEW, THE REVISED PUBLIC INSPECTION COPY OF THE FORM 990 WAS DISTRIBUTED TO EACH MEMBER OF THE BOARD BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 11A IS NOT ANSWERED YES SOLELY ON THE BASIS THAT THE DONOR INFORMATION WAS REDACTED FROM SCHEDULE B TO PROTECT DONOR PRIVACY. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO TAKING A POSITION ON THE BOARD, EACH MEMBER MUST SUBMIT IN WRITING TO THE PRESIDENT AND CHAIRMAN OF THE BOARD A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS THAT MAY CAUSE CONFLICTS OF INTEREST. EACH WRITTEN STATEMENT IS RESUBMITTED WITH ANY NECESSARY CHANGES EACH YEAR. IN CONJUNCTION WITH A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE, THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS OF ALL BOARD MEMBERS, AND ANY POTENTIAL CONFLICTS ARE EXPLORED THOROUGHLY. THE AUDIT COMMITTEE ALSO REVIEWS THE CONFLICT OF INTEREST STATEMENTS FILED BY THE PRESIDENT AND THE OFFICERS AND KEY EMPLOYEES OF THE COLLEGE. IF ANY CONFLICTS OF INTEREST EXIST, THE AFFECTED BOARD MEMBER SHALL MAKE KNOWN THE POTENTIAL CONFLICT AND SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROUGHT TO A VOTE, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. DURING THE COURSE OF THE YEAR, TRANSACTIONS ARE REVIEWED BY THE FINANCE STAFF AND ALL CONTRACTS ARE REVIEWED BY THE VP OF FINANCE & ADMINISTRATION. POTENTIAL CONFLICTS REQUIRING APPROVAL ARE BROUGHT TO THE AUDIT COMMITTEE OF THE BOARD BY THE VP OF FINANCE & ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 15 THE COLLEGE MAINTAINS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES THAT REVIEWS AND RECOMMENDS THE COMPENSATION PACKAGE FOR THE COLLEGE PRESIDENT. THE COMPENSATION COMMITTEE USES COMPARABILITY DATA TO ENSURE THE COMPENSATION OF THE PRESIDENT IS REASONABLE. THE COMMITTEE APPROVES THE COMPENSATION PACKAGE. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS. THE COLLEGE PRESIDENT USES COMPARABILITY DATA TO REVIEW AND RECOMMEND COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES. THE SALARIES ARE REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD. THE DECISIONS ARE DOCUMENTED BY THE PRESIDENT AND BOARD CHAIR. THIS PROCESS IS UNDERTAKEN ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME PURSUANT TO INTERNAL REVENUE CODE SECTION 6104. FORM 990, PART XI, LINE 9: ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 162,880. ACTUARIAL CHANGE IN POSTRETIREMENT BENEFIT PLAN OBLIGATION 89,164. 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